PROGRESS SOFTWARE CORP /MA - PRGS
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 7,570,529 | 254,218 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,846,694 | 129,171 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,961,723 | 65,880 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,899,835 | 63,796 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,689,867 | 56,745 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,274,910 | 42,811 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,262,144 | 42,383 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,258,502 | 42,260 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,214,414 | 40,780 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,171,371 | 39,341 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,076,430 | 36,147 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,042,345 | 35,001 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heron Bay Capital Management | History | No change | 1,012,832 | 34,010 | 3.08% | 3.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 880,608 | 29,571 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 861,531 | 28,930 | 0.58% | 0.58% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 832,699 | 27,962 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 795,068 | 26,698 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 741,875 | 24,912 | 0.44% | 0.44% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 682,103 | 22,905 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 632,899 | 21,252 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 570,261 | 19,149 | 0.93% | 0.93% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 569,452 | 19,122 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 562,754 | 18,897 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 550,957 | 18,501 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 545,957 | 18,333 | 0.22% | 0.22% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 532,200 | 17,871 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invenomic Capital Management LP | History | No change | 511,240 | 17,167 | 1.03% | 1.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | History | No change | 508,608 | 17,079 | 0.73% | 0.73% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 491,221 | 16,495 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 478,870 | 12,595 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 368,593 | 12,377 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 334,899 | 11,245 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 333,457 | 11,197 | 0.29% | 0.29% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 288,615 | 9,692 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 288,047 | 9,672 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 282,392 | 9,482 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 274,691 | 9,224 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 232,984 | 7,823 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 220,442 | 7,402 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 204,224 | 6,857 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 204,183 | 6,856 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 197,524 | 6,632 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 189,318 | 6,357 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 186,387 | 6,258 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 178,939 | 6,008 | 0.18% | 0.18% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 160,600 | 5,392 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 154,150 | 5,176 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 153,973 | 5,170 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | New | 128,757 | 5,146 | 0.14% | — | 49 | +128,757 | New | Q3 2026 | Oct 02, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 146,258 | 4,911 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 129,526 | 4,349 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 127,664 | 4,286 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 126,834 | 4,259 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 124,120 | 4,167 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 122,088 | 4,099 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 113,584 | 3,814 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 113,291 | 3,804 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 113,000 | 3,794 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 112,543 | 3,779 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 110,731 | 3,718 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 109,931 | 3,691 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 108,951 | 3,658 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 103,620 | 3,479 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 102,100 | 3,428 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 97,069 | 3,259 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 96,085 | 3,226 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legal & General Group Plc | History | No change | 96,017 | 3,224 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 93,750 | 3,148 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 90,841 | 3,050 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 83,759 | 2,852 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 84,100 | 2,824 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 75,901 | 2,548 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 75,379 | 2,531 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swedbank AB | History | No change | 72,100 | 2,421 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 69,914 | 2,348 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 69,711 | 2,340 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 68,952 | 2,315 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 64,719 | 2,173 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Choate Investment Advisors | History | No change | 61,948 | 2,080 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 60,224 | 2,022 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 58,222 | 1,956 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54,912 | 1,921 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 56,604 | 1,901 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 56,200 | 1,887 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 54,940 | 1,844 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 54,368 | 1,825 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 52,109 | 1,749 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 51,353 | 1,724 | 0.47% | 0.47% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 51,253 | 1,721 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 49,767 | 1,671 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 48,595 | 1,628 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 46,828 | 1,572 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 46,100 | 1,548 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 45,359 | 1,523 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | No change | 45,191 | 1,517 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 45,000 | 1,511 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 40,879 | 1,372 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,623 | 1,364 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 38,870 | 1,305 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 37,629 | 1,263 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 37,517 | 1,259 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 37,400 | 1,255 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 37,174 | 1,248 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 47,943 | 1,229 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 36,055 | 1,210 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 35,884 | 1,204 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 35,000 | 1,175 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 34,434 | 1,156 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 31,546 | 1,059 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 27,807 | 1,052 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 24,521 | 980 | 0.08% | 0.08% | 111 | -3,709 | -13.14% | Q3 2026 | Oct 06, 2026 |
| CITIGROUP INC | History | No change | 28,334 | 951 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,629 | 928 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 25,800 | 866 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 25,392 | 852 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 24,972 | 838 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 24,920 | 836 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 24,802 | 832 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 24,639 | 827 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | No change | 24,583 | 825 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,155 | 811 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 23,900 | 802 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 23,657 | 794 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | No change | 23,400 | 785 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,390 | 785 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 22,900 | 768 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 22,777 | 764 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 20,458 | 686 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 19,463 | 653 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 19,257 | 647 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 18,400 | 617 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,066 | 606 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 17,657 | 592 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORY RESEARCH INC | History | No change | 16,981 | 570 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,354 | 515 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 15,056 | 505 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLSTATE CORP | History | No change | 14,745 | 495 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | No change | 14,597 | 490 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Grove Partners LP | History | No change | 14,171 | 475 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 14,000 | 470 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,972 | 469 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAK6 LLC | History | No change | 13,850 | 465 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,811 | 463 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURNEY CO/ | History | No change | 13,682 | 459 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 13,519 | 453 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 13,408 | 450 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 13,250 | 444 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 13,182 | 442 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,884 | 433 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,982 | 430 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,830 | 430 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 12,655 | 424 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 12,598 | 423 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vinva Investment Management Ltd | History | No change | 8,591 | 422 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 12,538 | 421 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,376 | 415 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 12,123 | 407 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 12,083 | 405 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,918 | 400 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | No change | 11,817 | 396 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 11,678 | 392 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 11,611 | 389 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 11,550 | 387 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 11,307 | 380 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,342 | 380 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 11,276 | 378 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,218 | 376 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,854 | 364 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 10,681 | 358 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 10,559 | 354 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 10,552 | 354 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,416 | 350 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 10,369 | 348 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,306 | 346 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,019 | 336 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 9,977 | 335 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,689 | 325 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,087 | 323 | 0.0% | 0.0% | 178 | +7,314 | 946.18% | Q3 2026 | Oct 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,572 | 321 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,397 | 315 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 9,182 | 308 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 9,030 | 303 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,216 | 275 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 7,856 | 271 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 8,058 | 270 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,874 | 264 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 7,827 | 262 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 7,588 | 254 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 7,404 | 248 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,255 | 243 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,178 | 241 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FORBES J M & CO LLP | History | No change | 7,120 | 239 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buckland Partners Management Co LLC | History | No change | 7,000 | 235 | 0.12% | 0.12% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 6,758 | 226 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 6,661 | 223 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 6,575 | 220 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 6,484 | 217 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 6,462 | 216 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,412 | 215 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Planning, LLC. | History | No change | 6,169 | 207 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 6,098 | 204 | 0.14% | 0.14% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,070 | 203 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CSS LLC/IL | History | No change | 6,054 | 203 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,059 | 203 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 6,025 | 202 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,100 | 171 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,322 | 146 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | No change | 3,948 | 132 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,836 | 128 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 3,795 | 127 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,744 | 125 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 3,641 | 122 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 3,500 | 117 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,764 | 110 | 0.01% | 0.01% | 214 | +119 | 4.5% | Q3 2026 | Oct 01, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,259 | 109 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,360 | 94 | 0.0% | 0.0% | 216 | +234 | 11.01% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,406 | 80 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,079 | 69 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,800 | 60 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,689 | 57 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,621 | 54 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 1,581 | 53 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leonteq Securities AG | History | No change | 1,500 | 50 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,291 | 43 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KBC Group NV | History | No change | 1,161 | 39 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,071 | 35 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,062 | 35 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 33 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 819 | 32 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 892 | 29 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 831 | 27 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | No change | 821 | 27 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 751 | 25 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Larson Financial Group LLC | History | No change | 625 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 513 | 20 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 569 | 19 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 570 | 19 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 486 | 16 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 483 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 450 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | No change | 452 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GROUP ONE TRADING LLC | History | No change | 419 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 374 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 420 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 400 | 14 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 445 | 14 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 433 | 14 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 395 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 345 | 11 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 309 | 10 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FNY Investment Advisers, LLC | History | No change | 300 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 298 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 189 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 201 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 198 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 176 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 159 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fulcrum Asset Management LLP | History | No change | 120 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 143 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 135 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 94 | 3 | 0.0% | 0.0% | 263 | +4 | 4.44% | Q3 2026 | Oct 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 93 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 83 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 44 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 53 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marquette Asset Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stone House Investment Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |