Primerica, Inc. - PRI
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 | Reduced | 2,984,379 | 848,160 | 0.01% | 0.01% | 1 | -10,223 | -0.34% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Reduced | 2,822,574 | 802,175 | 0.03% | 0.04% | 2 | -4,644 | -0.16% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,768,511 | 786,810 | 2.44% | 2.26% | 3 | -303,079 | -9.87% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,836,444 | 521,917 | 0.02% | 0.02% | 4 | +4,896 | 0.27% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,414,985 | 402,138 | 0.01% | 0.01% | 5 | -17,808 | -1.24% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,041,286 | 295,933 | 0.01% | 0.01% | 6 | +37,902 | 3.78% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 905,865 | 257,487 | 0.01% | 0.01% | 7 | +35,596 | 4.09% | Q2 2026 | Aug 12, 2026 |
| Brave Warrior Advisors, LLC | History | Reduced | 865,863 | 246,078 | 5.36% | 5.45% | 8 | -13,460 | -1.53% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 750,249 | 213,220 | 0.07% | 0.12% | 9 | -507,149 | -40.33% | Q2 2026 | Aug 12, 2026 |
| BAMCO INC /NY/ | History | Reduced | 671,453 | 190,826 | 0.29% | 0.65% | 10 | -188,573 | -21.93% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 660,719 | 187,788 | 0.03% | 0.03% | 11 | +10,141 | 1.56% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 534,226 | 151,827 | 2.16% | 2.15% | 12 | -157,796 | -22.8% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 528,663 | 150,246 | 0.09% | 0.09% | 13 | -544 | -0.1% | Q2 2026 | Aug 11, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 484,835 | 137,790 | 1.75% | 1.93% | 14 | -21,205 | -4.19% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 429,312 | 122,010 | 0.47% | 0.48% | 15 | -1,441 | -0.33% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 399,554 | 113,553 | 0.04% | 0.03% | 16 | +134,785 | 50.91% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 372,901 | 105,978 | 0.29% | 0.27% | 17 | +53,600 | 16.79% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 350,601 | 99,640 | 0.01% | 0.01% | 18 | -7,014 | -1.96% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 320,724 | 91,149 | 0.01% | 0.01% | 19 | -5,800 | -1.78% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 292,727 | 83,193 | 0.01% | 0.01% | 20 | +442 | 0.15% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 278,128 | 79,044 | 0.01% | 0.01% | 21 | -36,006 | -11.46% | Q2 2026 | Aug 06, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 263,891 | 74,997 | 0.35% | 0.39% | 22 | +18,698 | 7.63% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 261,568 | 74,337 | 0.01% | 0.01% | 23 | -18,558 | -6.62% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 253,857 | 72,146 | 0.0% | 0.0% | 24 | +39,158 | 18.24% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 244,042 | 69,356 | 0.03% | 0.01% | 25 | +189,635 | 348.55% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 219,344 | 62,892 | 0.05% | 0.05% | 26 | +2,881 | 1.33% | Q2 2026 | Aug 05, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 214,890 | 61,072 | 7.66% | 8.04% | 27 | -36,011 | -14.35% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 198,509 | 56,418 | 0.01% | 0.0% | 28 | +47,563 | 31.51% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 197,423 | 56,107 | 0.01% | 0.01% | 29 | -773 | -0.39% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 189,267 | 53,789 | 0.02% | 0.02% | 30 | +50,626 | 36.52% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | Added to | 188,233 | 53,495 | 0.04% | 0.04% | 31 | +5,818 | 3.19% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 173,447 | 49,294 | 0.03% | 0.03% | 32 | -1,053 | -0.6% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 173,034 | 49,176 | 0.06% | 0.05% | 33 | +50,046 | 40.69% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 170,982 | 48,593 | 0.0% | 0.0% | 34 | +28,400 | 19.92% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 162,284 | 46,121 | 0.04% | 0.01% | 35 | +126,500 | 353.51% | Q2 2026 | Aug 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 141,170 | 40,120 | 0.07% | 0.08% | 36 | -16,361 | -10.39% | Q2 2026 | Aug 13, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Reduced | 129,764 | 36,878 | 4.88% | 4.65% | 37 | -124 | -0.1% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 121,942 | 34,655 | 0.01% | 0.01% | 38 | -12,873 | -9.55% | Q2 2026 | Aug 14, 2026 |
| PhiloSmith Capital Corp | History | Reduced | 117,600 | 33,421 | 9.08% | 8.44% | 39 | -600 | -0.51% | Q2 2026 | Jul 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 111,941 | 31,813 | 0.01% | 0.02% | 40 | -60,859 | -35.22% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 106,968 | 31,121 | 0.0% | 0.0% | 41 | -5,832 | -5.17% | Q2 2026 | Aug 12, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 105,880 | 30,091 | 0.65% | 0.63% | 42 | +4,901 | 4.85% | Q2 2026 | Jul 17, 2026 |
| Nuveen, LLC | History | Reduced | 103,403 | 29,387 | 0.01% | 0.01% | 43 | -7,454 | -6.72% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 95,146 | 27,040 | 0.03% | 0.02% | 44 | +44,321 | 87.2% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 95,086 | 27,023 | 0.04% | 0.04% | 45 | -4,073 | -4.11% | Q2 2026 | Aug 11, 2026 |
| EULAV Asset Management | History | Added to | 94,956 | 26,986 | 0.86% | 0.62% | 46 | +17,700 | 22.91% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 94,189 | 26,768 | 0.0% | 0.0% | 47 | +49,184 | 109.29% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 93,371 | 26,536 | 0.0% | 0.01% | 48 | -47,991 | -33.95% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 89,038 | 25,304 | 0.02% | 0.02% | 49 | -2,542 | -2.78% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 86,893 | 24,695 | 0.01% | 0.01% | 50 | -4,488 | -4.91% | Q2 2026 | Sep 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 86,740 | 24,651 | 0.03% | 0.02% | 51 | +33,920 | 64.22% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 86,226 | 24,505 | 0.5% | 0.5% | 52 | -4,423 | -4.88% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 83,932 | 23,853 | 0.03% | 0.03% | 53 | +2,787 | 3.43% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,841 | 22,382 | 0.01% | 0.01% | 54 | +4,179 | 5.6% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 76,222 | 21,662 | 0.0% | 0.0% | 55 | +1,893 | 2.55% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 70,813 | 20,125 | 0.01% | 0.01% | 56 | -428 | -0.6% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | New | 66,011 | 18,760 | 0.03% | — | 57 | +66,011 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 64,515 | 18,334 | 0.02% | 0.02% | 58 | -686 | -1.05% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 63,474 | 18,039 | 0.01% | 0.01% | 59 | +2,114 | 3.45% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | Reduced | 63,020 | 17,910 | 0.01% | 0.01% | 60 | -120 | -0.19% | Q2 2026 | Aug 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 62,821 | 17,854 | 0.14% | 0.02% | 61 | +55,428 | 749.74% | Q2 2026 | Aug 10, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 61,372 | 17,616 | 0.03% | 0.03% | 62 | -639 | -1.03% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 61,605 | 17,508 | 0.08% | 0.08% | 63 | -4,821 | -7.26% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 60,658 | 17,239 | 0.04% | 0.04% | 64 | +10,981 | 22.1% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 59,947 | 17,036 | 0.01% | 0.01% | 65 | -16,596 | -21.68% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 52,406 | 14,893 | 0.1% | 0.1% | 66 | +301 | 0.58% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 51,194 | 14,554 | 0.0% | 0.0% | 67 | -10,615 | -17.17% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 50,002 | 14,211 | 0.0% | 0.0% | 68 | +7,899 | 18.76% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 47,923 | 13,619 | 0.04% | 0.04% | 69 | -2,538 | -5.03% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 47,226 | 13,421 | 0.01% | 0.01% | 70 | +11,125 | 30.82% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | Reduced | 47,036 | 13,367 | 2.8% | 2.9% | 71 | -9,539 | -16.86% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 42,397 | 12,049 | 0.0% | 0.0% | 72 | +213 | 0.5% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 42,332 | 12,032 | 0.01% | 0.01% | 73 | -3,611 | -7.86% | Q2 2026 | Aug 06, 2026 |
| Artemis Investment Management LLP | History | Reduced | 40,252 | 11,439 | 0.1% | 0.11% | 74 | -682 | -1.67% | Q2 2026 | Jul 23, 2026 |
| Running Oak Capital LLC | History | Reduced | 39,223 | 11,147 | 1.9% | 1.92% | 75 | -17,458 | -30.8% | Q2 2026 | Jul 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 39,141 | 11,123 | 0.01% | 0.01% | 76 | +7,848 | 25.08% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,388 | 10,341 | 0.01% | 0.01% | 77 | -871 | -2.34% | Q2 2026 | Aug 24, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 36,241 | 10,299 | 0.06% | 0.06% | 78 | -3,272 | -8.28% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 40,969 | 10,261 | 0.0% | 0.0% | 79 | -2,295 | -5.3% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 35,567 | 10,108 | 0.03% | 0.02% | 80 | +16,038 | 82.12% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 32,552 | 9,251 | 0.48% | 0.02% | 81 | +31,066 | 2090.58% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 32,402 | 9,208 | 0.0% | 0.0% | 82 | -9,347 | -22.39% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 32,348 | 9,193 | 0.01% | 0.01% | 83 | +8,190 | 33.9% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 32,254 | 9,166 | 0.03% | 0.03% | 84 | -6,873 | -17.57% | Q2 2026 | Jul 28, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 31,815 | 9,041 | 0.34% | 0.35% | 85 | -159 | -0.5% | Q2 2026 | Aug 14, 2026 |
| Callahan Advisors, LLC | History | Added to | 31,048 | 8,823 | 0.67% | 0.53% | 86 | +5,708 | 22.53% | Q2 2026 | Aug 03, 2026 |
| Callan Family Office, LLC | History | Reduced | 31,017 | 8,815 | 0.17% | 0.18% | 87 | -412 | -1.31% | Q2 2026 | Aug 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 29,684 | 8,436 | 0.01% | 0.01% | 88 | -593 | -1.96% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 29,667 | 8,431 | 0.01% | 0.01% | 89 | +611 | 2.1% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 28,570 | 8,119 | 0.01% | 0.01% | 90 | +9,678 | 51.23% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 28,162 | 8,003 | 0.15% | 0.15% | 91 | +12,181 | 76.22% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,822 | 7,906 | 0.08% | 0.08% | 92 | -3,052 | -9.89% | Q2 2026 | Jul 20, 2026 |
| Vest Financial, LLC | History | Added to | 27,770 | 7,892 | 0.08% | 0.08% | 93 | +1,398 | 5.3% | Q2 2026 | Jul 24, 2026 |
| ALGERT GLOBAL LLC | History | No change | 27,721 | 7,878 | 0.09% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,693 | 7,870 | 0.01% | 0.01% | 95 | -6,759 | -19.62% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | Reduced | 27,199 | 7,729 | 0.01% | 0.04% | 96 | -49,893 | -64.72% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 27,094 | 7,700 | 0.0% | 0.0% | 97 | +10,244 | 60.8% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 26,203 | 7,521 | 0.01% | 0.0% | 98 | +18,756 | 251.86% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 26,214 | 7,450 | 0.03% | 0.01% | 99 | +15,233 | 138.72% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 25,767 | 7,322 | 0.01% | 0.01% | 100 | +2,753 | 11.96% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 25,415 | 7,222 | 0.09% | 0.07% | 101 | +8,446 | 49.77% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 25,169 | 7,153 | 0.02% | 0.03% | 102 | -4,926 | -16.37% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 24,937 | 7,087 | 0.03% | 0.06% | 103 | -26,708 | -51.71% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 24,496 | 6,962 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Added to | 23,203 | 6,594 | 0.01% | 0.01% | 105 | +383 | 1.68% | Q2 2026 | Aug 27, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 23,156 | 6,580 | 0.18% | — | 106 | +23,156 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,504 | 6,395 | 0.03% | 0.03% | 107 | +19 | 0.08% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,929 | 5,948 | 0.0% | 0.0% | 108 | -398 | -1.87% | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 20,568 | 5,845 | 0.01% | 0.01% | 109 | -840 | -3.92% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 20,462 | 5,815 | 0.06% | 0.07% | 110 | -2,396 | -10.48% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 20,367 | 5,788 | 0.02% | 0.01% | 111 | +16,396 | 412.89% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 20,132 | 5,725 | 0.02% | 0.02% | 112 | +820 | 4.25% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 19,723 | 5,605 | 0.0% | 0.01% | 113 | -52,290 | -72.61% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 19,139 | 5,439 | 0.47% | 0.63% | 114 | -6,764 | -26.11% | Q2 2026 | Jul 27, 2026 |
| NORGES BANK | History | New | 18,558 | 5,274 | 0.0% | — | 115 | +18,558 | New | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,903 | 5,088 | 0.0% | 0.0% | 116 | +13,442 | 301.32% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 17,743 | 5,042 | 0.44% | 0.44% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 17,699 | 5,029 | 0.01% | 0.01% | 118 | -727 | -3.95% | Q2 2026 | Aug 13, 2026 |
| JLB & ASSOCIATES INC | History | Added to | 17,644 | 5,014 | 0.67% | 0.63% | 119 | +201 | 1.15% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 17,327 | 4,924 | 0.04% | 0.03% | 120 | +1,135 | 7.01% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 17,277 | 4,910 | 0.01% | 0.01% | 121 | -600 | -3.36% | Q2 2026 | Jul 29, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 16,607 | 4,719 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prana Capital Management, LP | History | Reduced | 16,406 | 4,662 | 0.14% | 0.15% | 123 | -3,334 | -16.89% | Q2 2026 | Aug 14, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 16,214 | 4,610 | 3.08% | 3.02% | 124 | -183 | -1.12% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 15,534 | 4,414 | 0.03% | 0.02% | 125 | +3,640 | 30.6% | Q2 2026 | Aug 25, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 15,412 | 4,380 | 1.1% | 0.72% | 126 | +4,542 | 41.78% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,343 | 4,360 | 0.04% | 0.05% | 127 | +31 | 0.2% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 15,323 | 4,354 | 0.04% | 0.04% | 128 | +26 | 0.17% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 15,288 | 4,344 | 0.01% | 0.01% | 129 | -939 | -5.79% | Q2 2026 | Aug 05, 2026 |
| DANSKE BANK A/S | History | Reduced | 15,172 | 4,311 | 0.01% | 0.03% | 130 | -30,544 | -66.81% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,017 | 4,267 | 0.02% | 0.02% | 131 | -682 | -4.34% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,820 | 4,211 | 0.05% | 0.05% | 132 | -169 | -1.13% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,248 | 4,049 | 0.03% | 0.03% | 133 | -48 | -0.34% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | New | 14,029 | 3,988 | 0.0% | — | 134 | +14,029 | New | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,895 | 3,949 | 0.03% | 0.03% | 135 | -618 | -4.26% | Q2 2026 | Jul 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,499 | 3,836 | 0.06% | 0.06% | 136 | -300 | -2.17% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,358 | 3,796 | 0.01% | 0.01% | 137 | -240 | -1.76% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 13,333 | 3,789 | 0.01% | 0.01% | 138 | -280 | -2.06% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 13,258 | 3,767 | 0.0% | 0.0% | 139 | -6,417 | -32.61% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 13,109 | 3,725 | 0.05% | 0.02% | 140 | +5,694 | 76.79% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 12,646 | 3,593 | 0.01% | 0.01% | 141 | -420 | -3.21% | Q2 2026 | Aug 06, 2026 |
| Oxbow Advisors, LLC | History | Added to | 12,575 | 3,573 | 0.29% | 0.26% | 142 | +145 | 1.17% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,562 | 3,570 | 0.0% | 0.0% | 143 | +87 | 0.7% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,413 | 3,527 | 0.02% | 0.03% | 144 | -20,711 | -62.53% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,029 | 3,515 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Added to | 12,049 | 3,424 | 0.0% | 0.0% | 146 | +2,142 | 21.62% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 12,020 | 3,416 | 0.0% | 0.0% | 147 | -903 | -6.99% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 11,848 | 3,367 | 0.01% | 0.01% | 148 | -284 | -2.34% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,753 | 3,340 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,404 | 3,240 | 0.01% | 0.01% | 150 | -291 | -2.49% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,092 | 3,152 | 0.01% | 0.01% | 151 | +98 | 0.89% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 11,057 | 3,142 | 0.0% | — | 152 | +11,057 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 11,009 | 3,128 | 0.0% | 0.0% | 153 | -1,528 | -12.19% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 10,789 | 3,066 | 0.01% | 0.01% | 154 | +275 | 2.62% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,220 | 2,904 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,211 | 2,901 | 0.0% | — | 156 | +10,211 | New | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,962 | 2,831 | 0.01% | 0.01% | 157 | +3,510 | 54.4% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 9,952 | 2,828 | 0.02% | 0.01% | 158 | +6,202 | 165.39% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 9,689 | 2,753 | 0.01% | 0.01% | 159 | +433 | 4.68% | Q2 2026 | Aug 17, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 9,525 | 2,707 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 9,448 | 2,685 | 0.0% | 0.0% | 161 | +2,369 | 33.47% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 9,347 | 2,656 | 0.03% | 0.02% | 162 | +4,078 | 77.4% | Q2 2026 | Jul 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,340 | 2,654 | 0.01% | 0.01% | 163 | +200 | 2.19% | Q2 2026 | Aug 12, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 10,593 | 2,653 | 0.73% | 0.73% | 164 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 9,299 | 2,642 | 0.02% | 0.01% | 165 | +2,013 | 27.63% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 9,215 | 2,618 | 0.0% | 0.0% | 166 | +4,215 | 84.3% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,100 | 2,586 | 0.04% | 0.04% | 167 | -200 | -2.15% | Q2 2026 | Jul 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 9,009 | 2,560 | 1.0% | 0.73% | 168 | +2,492 | 38.24% | Q2 2026 | Jul 21, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Reduced | 8,989 | 2,554 | 0.56% | 0.58% | 169 | -654 | -6.78% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 8,975 | 2,550 | 0.03% | 0.03% | 170 | -79 | -0.87% | Q2 2026 | Jul 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,863 | 2,518 | 0.03% | 0.03% | 171 | -786 | -8.15% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | Reduced | 8,829 | 2,509 | 0.0% | 0.0% | 172 | -258 | -2.84% | Q2 2026 | Aug 03, 2026 |
| Handelsbanken Fonder AB | History | Added to | 8,817 | 2,506 | 0.01% | 0.01% | 173 | +280 | 3.28% | Q2 2026 | Jul 10, 2026 |
| Arizona State Retirement System | History | Reduced | 8,663 | 2,462 | 0.01% | 0.01% | 174 | -117 | -1.33% | Q2 2026 | Aug 07, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 8,628 | 2,452 | 0.0% | 0.0% | 175 | -3,541 | -29.1% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,490 | 2,412 | 0.01% | 0.01% | 176 | -192 | -2.21% | Q2 2026 | Jul 13, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 8,269 | 2,411 | 1.09% | 0.39% | 177 | +5,170 | 166.83% | Q2 2026 | Jul 09, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 8,472 | 2,407 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 8,264 | 2,348 | 0.01% | 0.01% | 179 | +622 | 8.14% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,156 | 2,317 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,872 | 2,294 | 0.01% | 0.01% | 181 | -42 | -0.53% | Q2 2026 | Jul 27, 2026 |
| Boston Partners | History | Reduced | 8,042 | 2,285 | 0.0% | 0.0% | 182 | -3,373 | -29.55% | Q2 2026 | Aug 04, 2026 |
| State of Wyoming | History | Added to | 7,866 | 2,235 | 0.23% | 0.04% | 183 | +6,675 | 560.45% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,185 | 2,188 | 0.0% | 0.0% | 184 | +2,756 | 62.23% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,558 | 2,148 | 0.15% | 0.14% | 185 | +9 | 0.12% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,466 | 2,121 | 0.01% | 0.01% | 186 | -531 | -6.64% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | Reduced | 8,418 | 2,108 | 0.03% | 0.03% | 187 | -200 | -2.32% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,363 | 2,092 | 0.0% | 0.0% | 188 | +975 | 15.26% | Q2 2026 | Aug 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 7,319 | 2,080 | 0.01% | 0.01% | 189 | -400 | -5.18% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 7,014 | 1,993 | 0.02% | 0.03% | 190 | -136 | -1.9% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,925 | 1,968 | 0.0% | 0.0% | 191 | -266 | -3.7% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | Reduced | 6,916 | 1,965 | 0.02% | 0.03% | 192 | -1,597 | -18.76% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 6,908 | 1,963 | 0.02% | 0.01% | 193 | +1,277 | 22.68% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 6,882 | 1,955 | 0.02% | 0.03% | 194 | -566 | -7.6% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,807 | 1,934 | 0.0% | 0.0% | 195 | -323 | -4.53% | Q2 2026 | Jul 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 6,800 | 1,933 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,709 | 1,906 | 0.0% | 0.0% | 197 | +924 | 15.97% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,479 | 1,841 | 0.02% | 0.02% | 198 | -119 | -1.8% | Q2 2026 | Jul 28, 2026 |
| Quantbot Technologies LP | History | Added to | 6,426 | 1,826 | 0.07% | 0.02% | 199 | +4,631 | 257.99% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | New | 6,303 | 1,791 | 0.41% | — | 200 | +6,303 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,283 | 1,785 | 0.02% | 0.01% | 201 | +864 | 15.94% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,255 | 1,777 | 0.0% | 0.0% | 202 | +1,876 | 42.84% | Q2 2026 | Aug 19, 2026 |
| CenterBook Partners LP | History | Added to | 5,988 | 1,701 | 0.08% | 0.03% | 203 | +3,730 | 165.19% | Q2 2026 | Aug 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 5,889 | 1,673 | 0.11% | 0.11% | 204 | -618 | -9.5% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,797 | 1,647 | 0.01% | 0.01% | 205 | +106 | 1.86% | Q2 2026 | Sep 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 5,739 | 1,631 | 0.04% | 0.05% | 206 | -141 | -2.4% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,726 | 1,627 | 0.01% | 0.01% | 207 | -13 | -0.23% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,698 | 1,619 | 0.02% | 0.02% | 208 | -21 | -0.37% | Q2 2026 | Aug 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,459 | 1,551 | 0.0% | 0.0% | 209 | +394 | 7.78% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,365 | 1,524 | 0.02% | 0.03% | 210 | +310 | 6.13% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Added to | 5,325 | 1,513 | 0.0% | 0.0% | 211 | +3,242 | 155.64% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | Added to | 5,307 | 1,508 | 0.02% | 0.01% | 212 | +87 | 1.67% | Q2 2026 | Aug 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 5,202 | 1,478 | 0.27% | 0.3% | 213 | -35 | -0.67% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 5,086 | 1,445 | 0.03% | 0.03% | 214 | -247 | -4.63% | Q2 2026 | Jul 27, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 5,062 | 1,438 | 0.0% | 0.0% | 215 | -15 | -0.3% | Q2 2026 | Jul 30, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 4,988 | 1,417 | 0.01% | 0.01% | 216 | +628 | 14.4% | Q2 2026 | Jul 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,947 | 1,405 | 0.02% | 0.03% | 217 | -140 | -2.75% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,870 | 1,384 | 0.0% | 0.0% | 218 | -1,068 | -17.99% | Q2 2026 | Aug 05, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 4,857 | 1,380 | 0.56% | 0.55% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 4,835 | 1,374 | 0.34% | 0.73% | 220 | -5,758 | -54.36% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,707 | 1,337 | 0.0% | 0.0% | 221 | +853 | 22.13% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | Added to | 4,684 | 1,331 | 0.05% | 0.04% | 222 | +1,101 | 30.73% | Q2 2026 | Aug 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 4,624 | 1,314 | 0.03% | 0.03% | 223 | +759 | 19.64% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,593 | 1,305 | 0.03% | — | 224 | +4,593 | New | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,559 | 1,295 | 0.0% | 0.0% | 225 | -369 | -7.49% | Q2 2026 | Aug 07, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,470 | 1,270 | 0.33% | 0.35% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,464 | 1,268 | 0.01% | 0.01% | 227 | -6 | -0.13% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,444 | 1,262 | 0.01% | 0.01% | 228 | +429 | 10.68% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,417 | 1,255 | 0.0% | 0.0% | 229 | +725 | 19.64% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Reduced | 4,306 | 1,223 | 0.0% | 0.0% | 230 | -2,198 | -33.79% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 4,221 | 1,199 | 0.12% | 0.13% | 231 | -255 | -5.7% | Q2 2026 | Jul 24, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 4,199 | 1,193 | 0.01% | 0.01% | 232 | +237 | 5.98% | Q2 2026 | Aug 10, 2026 |
| Impact Capital Partners LLC | History | Added to | 4,123 | 1,171 | 0.32% | 0.3% | 233 | +147 | 3.7% | Q2 2026 | Jul 14, 2026 |
| Redwood Investment Management, LLC | History | New | 4,086 | 1,161 | 0.12% | — | 234 | +4,086 | New | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 4,068 | 1,156 | 0.11% | 0.04% | 235 | +2,506 | 160.44% | Q2 2026 | Jul 31, 2026 |
| ELCO Management Co., LLC | History | No change | 4,000 | 1,136 | 0.49% | 0.48% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,992 | 1,134 | 0.05% | 0.05% | 237 | -84 | -2.06% | Q2 2026 | Aug 13, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 3,921 | 1,114 | 0.11% | 0.13% | 238 | -651 | -14.24% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Reduced | 3,796 | 1,078 | 0.01% | 0.01% | 239 | -128 | -3.26% | Q2 2026 | Aug 10, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 3,776 | 1,073 | 0.12% | 0.12% | 240 | -182 | -4.6% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | No change | 3,651 | 1,037 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,600 | 1,023 | 0.0% | 0.0% | 242 | -8,574 | -70.43% | Q2 2026 | Sep 02, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,545 | 1,007 | 0.0% | 0.0% | 243 | -631 | -15.11% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 3,498 | 994 | 0.0% | 0.0% | 244 | +995 | 39.75% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,476 | 987 | 0.01% | 0.01% | 246 | -1,302 | -27.25% | Q2 2026 | Sep 08, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 3,474 | 987 | 0.0% | 0.0% | 245 | -316 | -8.34% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 3,450 | 980 | 0.0% | 0.0% | 247 | +1,584 | 84.89% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | New | 3,364 | 956 | 0.0% | — | 248 | +3,364 | New | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | Added to | 3,350 | 952 | 0.09% | 0.05% | 249 | +2,201 | 191.56% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,290 | 935 | 0.0% | 0.0% | 250 | +510 | 18.35% | Q2 2026 | Jul 31, 2026 |
| GAMMA Investing LLC | History | Added to | 3,268 | 928 | 0.03% | 0.03% | 251 | +995 | 43.77% | Q2 2026 | Jul 07, 2026 |
| CONNABLE OFFICE INC | History | No change | 3,212 | 912 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 3,173 | 901 | 0.05% | 0.07% | 253 | -1,264 | -28.49% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,059 | 869 | 0.0% | — | 254 | +3,059 | New | Q2 2026 | Aug 18, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,008 | 854 | 0.0% | 0.0% | 255 | +1,141 | 61.11% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,006 | 854 | 0.02% | 0.02% | 256 | +2 | 0.07% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 2,983 | 847 | 0.01% | 0.01% | 257 | +80 | 2.76% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,931 | 832 | 0.0% | 0.0% | 258 | +123 | 4.38% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | New | 2,893 | 822 | 0.03% | — | 260 | +2,893 | New | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,894 | 822 | 0.0% | 0.0% | 259 | -156 | -5.11% | Q2 2026 | Aug 12, 2026 |
| denkapparat Operations GmbH | History | Added to | 2,874 | 816 | 0.27% | 0.09% | 261 | +2,042 | 245.43% | Q2 2026 | Aug 06, 2026 |
| BTC Capital Management, Inc. | History | Added to | 2,840 | 815 | 0.05% | 0.05% | 262 | +43 | 1.54% | Q2 2026 | Jul 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,866 | 814 | 0.0% | 0.0% | 263 | +2,673 | 1384.97% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,817 | 800 | 0.01% | 0.01% | 264 | -1,016 | -26.51% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,768 | 786 | 0.0% | 0.0% | 265 | -18 | -0.65% | Q2 2026 | Jul 24, 2026 |
| Edgestream Partners, L.P. | History | New | 2,764 | 785 | 0.02% | — | 266 | +2,764 | New | Q2 2026 | Aug 11, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,705 | 768 | 0.03% | 0.03% | 267 | +37 | 1.39% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,681 | 761 | 0.01% | 0.01% | 268 | +98 | 3.79% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,665 | 757 | 0.01% | 0.01% | 269 | -247 | -8.48% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,656 | 754 | 0.0% | 0.0% | 270 | +21 | 0.8% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,638 | 749 | 0.0% | 0.0% | 271 | +303 | 12.98% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 2,617 | 743 | 0.0% | 0.01% | 273 | -21,418 | -89.11% | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 2,614 | 743 | 0.05% | 0.05% | 272 | -14 | -0.53% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,610 | 741 | 0.0% | 0.0% | 274 | -323 | -11.01% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | Reduced | 2,595 | 737 | 0.0% | 0.0% | 275 | -116 | -4.28% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,592 | 736 | 0.0% | 0.0% | 276 | +258 | 11.05% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,564 | 728 | 0.0% | 0.0% | 277 | +1,214 | 89.93% | Q2 2026 | Aug 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,323 | 721 | 0.03% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,531 | 719 | 0.17% | 0.19% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,512 | 714 | 0.0% | 0.0% | 280 | +381 | 17.88% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,381 | 676 | 0.01% | 0.01% | 281 | -63 | -2.58% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,370 | 673 | 0.01% | 0.01% | 282 | +1,059 | 80.78% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,309 | 656 | 0.01% | 0.01% | 283 | +2 | 0.09% | Q2 2026 | Jul 28, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 2,296 | 652 | 0.04% | 0.05% | 285 | -72 | -3.04% | Q2 2026 | Jul 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,294 | 652 | 0.01% | 0.01% | 284 | -21 | -0.91% | Q2 2026 | Aug 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,281 | 648 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oak Thistle LLC | History | Reduced | 2,280 | 647 | 0.06% | 0.21% | 287 | -6,496 | -74.02% | Q2 2026 | Jul 20, 2026 |
| SVRN Asset Management, LLC | History | New | 2,235 | 635 | 0.33% | — | 288 | +2,235 | New | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 2,200 | 625 | 0.06% | 0.07% | 289 | -83 | -3.64% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 2,100 | 602 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,061 | 585 | 0.02% | 0.01% | 291 | +880 | 74.51% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,054 | 583 | 0.01% | 0.01% | 292 | +938 | 84.05% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 2,049 | 582 | 0.0% | 0.0% | 293 | +1,707 | 499.12% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,031 | 577 | 0.01% | 0.01% | 294 | -1,194 | -37.02% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 2,292 | 574 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Employees Retirement System of Texas | History | New | 2,000 | 568 | 0.0% | — | 297 | +2,000 | New | Q2 2026 | Aug 14, 2026 |
| Sylvest Advisors, LLC | History | No change | 2,000 | 568 | 0.26% | 0.27% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,961 | 557 | 0.0% | 0.0% | 298 | -234 | -10.66% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,934 | 549 | 0.12% | — | 299 | +1,934 | New | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,921 | 545 | 0.0% | 0.01% | 300 | -1,153 | -37.51% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,728 | 532 | 0.01% | 0.01% | 301 | +709 | 69.58% | Q2 2026 | Jul 29, 2026 |
| Impact Partnership Wealth, LLC | History | New | 1,796 | 510 | 0.05% | — | 303 | +1,796 | New | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,796 | 510 | 0.0% | 0.0% | 302 | -56 | -3.02% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 1,760 | 500 | 0.02% | 0.01% | 304 | +568 | 47.65% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,714 | 487 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,960 | 482 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXQ CAPITAL, LP | History | New | 1,684 | 478 | 0.05% | — | 307 | +1,684 | New | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | New | 1,662 | 472 | 0.02% | — | 308 | +1,662 | New | Q2 2026 | Aug 12, 2026 |
| Utah Retirement Systems | History | Reduced | 1,633 | 464 | 0.0% | 0.0% | 309 | -56 | -3.32% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,617 | 459 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,606 | 456 | 0.02% | 0.01% | 311 | +778 | 93.96% | Q2 2026 | Jul 16, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,600 | 454 | 0.06% | 0.06% | 312 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,590 | 451 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,574 | 447 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,570 | 446 | 0.04% | — | 315 | +1,570 | New | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,567 | 445 | 0.01% | 0.01% | 316 | -233 | -12.94% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | Reduced | 1,565 | 444 | 0.0% | 0.0% | 317 | -29,769 | -95.01% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,539 | 437 | 0.01% | 0.01% | 318 | +196 | 14.59% | Q2 2026 | Aug 03, 2026 |
| PFW Advisors LLC | History | No change | 1,521 | 432 | 0.13% | 0.12% | 319 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTRUST BANK NA | History | No change | 1,513 | 429 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,491 | 423 | 0.0% | 0.0% | 321 | -297 | -16.61% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 1,478 | 420 | 0.03% | — | 322 | +1,478 | New | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,462 | 415 | 0.01% | 0.01% | 323 | -331 | -18.46% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,438 | 409 | 0.0% | 0.0% | 324 | -265 | -15.56% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,440 | 409 | 0.0% | 0.0% | 325 | +79 | 5.8% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | New | 1,368 | 406 | 0.06% | — | 327 | +1,368 | New | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | Added to | 1,431 | 406 | 0.01% | 0.01% | 326 | +259 | 22.1% | Q2 2026 | Aug 06, 2026 |
| DnB Asset Management AS | History | Added to | 1,422 | 404 | 0.0% | 0.0% | 328 | +279 | 24.41% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | Added to | 1,397 | 397 | 0.02% | 0.02% | 329 | +199 | 16.61% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 1,389 | 394 | 0.01% | — | 330 | +1,389 | New | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 1,385 | 393 | 0.04% | 0.05% | 331 | +58 | 4.37% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,375 | 390 | 0.01% | 0.01% | 333 | +432 | 45.81% | Q2 2026 | Jul 31, 2026 |
| Vestcor Inc | History | No change | 1,373 | 390 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 1,369 | 389 | 0.0% | — | 334 | +1,369 | New | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 1,513 | 378 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,329 | 377 | 0.0% | 0.0% | 337 | -97 | -6.8% | Q2 2026 | Aug 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 1,330 | 377 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,319 | 375 | 0.01% | 0.0% | 338 | +366 | 38.41% | Q2 2026 | Aug 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 1,311 | 372 | 0.06% | 0.06% | 339 | -9 | -0.68% | Q2 2026 | Jul 27, 2026 |
| Advisory Alpha, LLC | History | Reduced | 1,300 | 369 | 0.01% | 0.01% | 340 | -125 | -8.77% | Q2 2026 | Aug 11, 2026 |
| Riverwater Partners LLC | History | Reduced | 1,280 | 363 | 0.11% | 0.12% | 341 | -209 | -14.04% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 1,252 | 355 | 0.0% | — | 343 | +1,252 | New | Q2 2026 | Sep 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,252 | 355 | 0.02% | 0.02% | 342 | +4 | 0.32% | Q2 2026 | Sep 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 1,244 | 353 | 0.0% | 0.0% | 344 | +19 | 1.55% | Q2 2026 | Sep 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,218 | 346 | 0.01% | 0.0% | 345 | +151 | 14.15% | Q2 2026 | Jul 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 1,181 | 335 | 0.01% | 0.0% | 346 | +318 | 36.85% | Q2 2026 | Aug 14, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 1,174 | 333 | 0.09% | 0.14% | 347 | -789 | -40.19% | Q2 2026 | Aug 13, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 1,156 | 328 | 0.2% | 0.25% | 348 | -249 | -17.72% | Q2 2026 | Jul 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,140 | 323 | 0.0% | 0.0% | 349 | +90 | 8.57% | Q2 2026 | Jul 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,133 | 321 | 0.03% | 0.03% | 350 | +17 | 1.52% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | New | 1,122 | 318 | 0.17% | — | 351 | +1,122 | New | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | New | 1,102 | 313 | 0.0% | — | 352 | +1,102 | New | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | New | 1,080 | 306 | 0.0% | — | 353 | +1,080 | New | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,076 | 305 | 0.0% | 0.0% | 354 | +174 | 19.29% | Q2 2026 | Jul 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,032 | 302 | 0.0% | 0.0% | 355 | +159 | 18.21% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 1,051 | 298 | 0.03% | 0.09% | 356 | -1,393 | -57.0% | Q2 2026 | Aug 06, 2026 |
| iSAM Funds (UK) Ltd | History | New | 1,040 | 295 | 0.21% | — | 357 | +1,040 | New | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,033 | 293 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | New | 1,029 | 292 | 0.01% | — | 359 | +1,029 | New | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,012 | 287 | 0.0% | 0.0% | 360 | +113 | 12.57% | Q2 2026 | Aug 07, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 1,013 | 287 | 0.07% | 0.07% | 361 | -2 | -0.2% | Q2 2026 | Jul 21, 2026 |
| Baker Avenue Asset Management, LP | History | New | 993 | 282 | 0.01% | — | 362 | +993 | New | Q2 2026 | Jul 28, 2026 |
| CIBC Asset Management Inc | History | Reduced | 979 | 278 | 0.0% | 0.0% | 363 | -150 | -13.29% | Q2 2026 | Aug 03, 2026 |
| Tannin Capital LLC | History | Added to | 981 | 278 | 0.18% | 0.18% | 364 | +11 | 1.13% | Q2 2026 | Aug 04, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 975 | 277 | 0.15% | 0.15% | 365 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graham Capital Management, L.P. | History | New | 957 | 271 | 0.0% | — | 367 | +957 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 955 | 271 | 0.0% | 0.0% | 366 | -18 | -1.85% | Q2 2026 | Aug 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 950 | 270 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| North Dakota State Investment Board | History | Added to | 946 | 268 | 0.01% | 0.01% | 369 | +3 | 0.32% | Q2 2026 | Aug 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 942 | 267 | 0.0% | 0.01% | 370 | -125 | -11.72% | Q2 2026 | Jul 28, 2026 |
| Magnetar Financial LLC | History | New | 938 | 266 | 0.0% | — | 372 | +938 | New | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 937 | 266 | 0.01% | — | 373 | +937 | New | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 938 | 266 | 0.0% | 0.0% | 371 | -14 | -1.47% | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 912 | 259 | 0.02% | 0.03% | 374 | -50 | -5.2% | Q2 2026 | Jul 28, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 913 | 259 | 0.1% | 0.11% | 375 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 899 | 255 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 890 | 253 | 0.0% | 0.0% | 377 | -218 | -19.68% | Q2 2026 | Aug 04, 2026 |
| Grey Ledge Advisors, LLC | History | New | 884 | 251 | 0.05% | — | 378 | +884 | New | Q2 2026 | Jul 27, 2026 |
| IFC Advisors LLC | History | Reduced | 876 | 248 | 0.03% | 0.03% | 379 | -8 | -0.9% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 860 | 244 | 0.05% | 0.05% | 380 | +24 | 2.87% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 858 | 243 | 0.0% | — | 381 | +858 | New | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 845 | 240 | 0.0% | 0.0% | 382 | -342 | -28.81% | Q2 2026 | Aug 06, 2026 |
| Mayfair Advisory Group, LLC | History | New | 749 | 235 | 0.07% | — | 383 | +749 | New | Q2 2026 | Aug 11, 2026 |
| iA Global Asset Management Inc. | History | New | 809 | 230 | 0.0% | — | 384 | +809 | New | Q2 2026 | Jul 29, 2026 |
| 1832 Asset Management L.P. | History | No change | 802 | 227 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 789 | 224 | 0.01% | 0.01% | 386 | -59 | -6.96% | Q2 2026 | Aug 07, 2026 |
| Diametric Capital, LP | History | New | 788 | 223 | 0.02% | — | 387 | +788 | New | Q2 2026 | Aug 14, 2026 |
| Clark Asset Management, LLC | History | New | 769 | 218 | 0.02% | — | 388 | +769 | New | Q2 2026 | Jul 07, 2026 |
| COMMERCE BANK | History | New | 767 | 217 | 0.0% | — | 390 | +767 | New | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | New | 766 | 217 | 0.01% | — | 391 | +766 | New | Q2 2026 | Aug 03, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 766 | 217 | 0.0% | 0.0% | 389 | +28 | 3.79% | Q2 2026 | Aug 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 763 | 216 | 0.12% | — | 392 | +763 | New | Q2 2026 | Jul 16, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 754 | 214 | 0.0% | 0.0% | 393 | +377 | 100.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 745 | 214 | 0.0% | 0.0% | 394 | -21 | -2.74% | Q2 2026 | Jul 29, 2026 |
| X-Square Capital, LLC | History | New | 735 | 209 | 0.05% | — | 395 | +735 | New | Q2 2026 | Aug 12, 2026 |
| Trust Point Inc. | History | New | 727 | 206 | 0.02% | — | 396 | +727 | New | Q2 2026 | Jul 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 727 | 206 | 0.01% | — | 397 | +727 | New | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | New | 724 | 205 | 0.0% | — | 399 | +724 | New | Q2 2026 | Aug 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | New | 722 | 205 | 0.01% | — | 398 | +722 | New | Q2 2026 | Aug 12, 2026 |
| Payne Capital Management, LLC | History | New | 720 | 204 | 0.05% | — | 400 | +720 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 712 | 202 | 0.0% | — | 401 | +712 | New | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | Added to | 677 | 192 | 0.0% | 0.0% | 402 | +29 | 4.48% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | Reduced | 660 | 187 | 0.0% | 0.0% | 403 | -101 | -13.27% | Q2 2026 | Jul 30, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 659 | 187 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 629 | 178 | 0.0% | 0.0% | 405 | +116 | 22.61% | Q2 2026 | Aug 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 620 | 176 | 0.02% | — | 406 | +620 | New | Q2 2026 | Aug 03, 2026 |
| United Community Bank | History | No change | 599 | 170 | 0.05% | 0.05% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 596 | 169 | 0.0% | 0.01% | 408 | -111 | -15.7% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 580 | 164 | 0.0% | 0.0% | 409 | -4 | -0.68% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 573 | 162 | 0.0% | 0.0% | 410 | +49 | 9.35% | Q2 2026 | Jul 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 549 | 159 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Added to | 499 | 141 | 0.0% | 0.0% | 412 | +145 | 40.96% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 493 | 140 | 0.0% | 0.0% | 413 | +55 | 12.56% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 482 | 136 | 0.0% | 0.0% | 414 | -97 | -16.75% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 435 | 131 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 442 | 125 | 0.0% | 0.0% | 416 | -18 | -3.91% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 430 | 122 | 0.0% | 0.0% | 417 | +19 | 4.62% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 401 | 113 | 0.0% | 0.0% | 418 | +34 | 9.26% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 360 | 102 | 0.01% | 0.01% | 420 | +5 | 1.41% | Q2 2026 | Jul 02, 2026 |
| WHITTIER TRUST CO | History | No change | 341 | 102 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 358 | 101 | 0.0% | 0.0% | 421 | +44 | 14.01% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 350 | 99 | 0.0% | — | 422 | +350 | New | Q2 2026 | Aug 13, 2026 |
| STEPH & CO | History | Added to | 346 | 98 | 0.02% | 0.01% | 423 | +150 | 76.53% | Q2 2026 | Jul 16, 2026 |
| City State Bank | History | No change | 294 | 83 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HM PAYSON & CO | History | No change | 265 | 75 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 260 | 73 | 0.01% | 0.0% | 426 | +144 | 124.14% | Q2 2026 | Jul 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 275 | 68 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Davis Capital Management | History | New | 238 | 67 | 0.04% | — | 428 | +238 | New | Q2 2026 | Jul 16, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 227 | 65 | 0.0% | 0.0% | 429 | +70 | 44.59% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 205 | 58 | 0.0% | 0.0% | 430 | -89 | -30.27% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 199 | 57 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 198 | 56 | 0.0% | 0.0% | 432 | -1,632 | -89.18% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 188 | 53 | 0.0% | 0.0% | 433 | -20 | -9.62% | Q2 2026 | Jul 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 166 | 47 | 0.0% | 0.0% | 434 | +55 | 49.55% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | Reduced | 150 | 42 | 0.0% | 0.0% | 435 | -50 | -25.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | Added to | 127 | 36 | 0.01% | 0.01% | 437 | +51 | 67.11% | Q2 2026 | Jul 16, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 127 | 36 | 0.0% | 0.0% | 436 | +11 | 9.48% | Q2 2026 | Jul 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 120 | 34 | 0.0% | 0.0% | 438 | -70 | -36.84% | Q2 2026 | Aug 13, 2026 |
| Align Financial, LLC | History | No change | 119 | 33 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop National Bank | History | No change | 113 | 32 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Essential Partners LLC | History | Added to | 105 | 29 | 0.01% | — | 443 | +103 | 5150.0% | Q2 2026 | Aug 10, 2026 |
| Quent Capital, LLC | History | Added to | 103 | 29 | 0.0% | 0.0% | 442 | +15 | 17.05% | Q2 2026 | Aug 07, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 103 | 29 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Twin Tree Management, LP | History | New | 100 | 28 | 0.0% | — | 445 | +100 | New | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 101 | 28 | 0.0% | 0.0% | 444 | -2 | -1.94% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 91 | 26 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | New | 90 | 25 | 0.0% | — | 447 | +90 | New | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | Reduced | 86 | 24 | 0.0% | 0.01% | 448 | -226 | -72.44% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | New | 85 | 24 | 0.01% | — | 449 | +85 | New | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 83 | 23 | 0.0% | 0.0% | 450 | -8 | -8.79% | Q2 2026 | Jul 02, 2026 |
| LRI Investments, LLC | History | Added to | 74 | 20 | 0.0% | 0.0% | 451 | +24 | 48.0% | Q2 2026 | Jul 14, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 66 | 19 | 0.01% | 0.01% | 452 | -1 | -1.49% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 68 | 19 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 65 | 18 | 0.0% | 0.0% | 455 | +6 | 10.17% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 65 | 18 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CVA Family Office, LLC | History | Added to | 62 | 17 | 0.0% | 0.0% | 456 | +8 | 14.81% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 58 | 16 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 52 | 14 | 0.0% | 0.0% | 459 | +44 | 550.0% | Q2 2026 | Jul 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 50 | 14 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 46 | 13 | 0.0% | 0.0% | 460 | +36 | 360.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 46 | 13 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Persistent Asset Partners Ltd | History | New | 44 | 12 | 0.0% | — | 463 | +44 | New | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 44 | 12 | 0.0% | 0.0% | 462 | +1 | 2.33% | Q2 2026 | Jul 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 39 | 11 | 0.0% | 0.0% | 464 | +21 | 116.67% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | Added to | 39 | 11 | 0.0% | 0.0% | 466 | +6 | 18.18% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 39 | 11 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullock Wealth Management Group | History | No change | 40 | 11 | 0.0% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SRH ADVISORS, LLC | History | No change | 38 | 10 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 34 | 10 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 35 | 9 | 0.0% | 0.0% | 471 | -808 | -95.85% | Q2 2026 | Aug 13, 2026 |
| S&T BANK/PA | History | Added to | 33 | 9 | 0.0% | 0.0% | 470 | +8 | 32.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 32 | 9 | 0.0% | 0.0% | 474 | +1 | 3.23% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | No change | 32 | 9 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 34 | 9 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 34 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 30 | 8 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 27 | 7 | 0.0% | 0.0% | 477 | -2 | -6.9% | Q2 2026 | Jul 20, 2026 |
| Bogart Wealth, LLC | History | Reduced | 25 | 7 | 0.0% | 0.0% | 479 | -2 | -7.41% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 24 | 6 | 0.0% | 0.0% | 483 | +3 | 14.29% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24 | 6 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 20 | 5 | 0.0% | — | 487 | +20 | New | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | Added to | 18 | 5 | 0.0% | 0.0% | 485 | +11 | 157.14% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Dogwood Wealth Management LLC | History | No change | 19 | 5 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TD Capital Management LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Trust, LLC | History | New | 12 | 3 | 0.0% | — | 497 | +12 | New | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 11 | 3 | 0.0% | — | 498 | +11 | New | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 494 | +2 | 16.67% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 493 | +1 | 9.09% | Q2 2026 | Jul 20, 2026 |
| WPG Advisers, LLC | History | Added to | 14 | 3 | 0.0% | 0.0% | 496 | +1 | 7.69% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 3 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 9 | 2 | 0.0% | 0.0% | 506 | +3 | 50.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 10 | 2 | 0.0% | 0.0% | 504 | -1 | -9.09% | Q2 2026 | Jul 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 8 | 2 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marquette Asset Management, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Management Professionals, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Pacific Financial | History | No change | 7 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| United Financial Planning Group LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 7 | 1 | 0.0% | — | 520 | +7 | New | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7 | 1 | 0.0% | — | 513 | +6 | 600.0% | Q2 2026 | Jul 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 516 | -6 | -60.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | New | 6 | 1 | 0.0% | — | 521 | +6 | New | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 6 | 1 | 0.0% | — | 522 | +6 | New | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 1 | 0.0% | — | 519 | +5 | 250.0% | Q2 2026 | Aug 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 510 | -4 | -44.44% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 1 | 0.0% | 0.0% | 511 | +2 | 40.0% | Q2 2026 | Jul 28, 2026 |
| Cromwell Holdings LLC | History | Added to | 6 | 1 | 0.0% | 0.0% | 512 | +2 | 50.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 517 | -1 | -16.67% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | No change | 7 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Manchester Capital Management LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 2.66% | — | -68,041 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Parkwood LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -31,347 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,426 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -10,156 | -100.0% | Q2 2026 | Jul 16, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.33% | — | -7,605 | -100.0% | Q2 2026 | Jul 09, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Closed out | 0 | 0 | — | 0.01% | — | -7,393 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,380 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -7,199 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,646 | -100.0% | Q2 2026 | Jul 07, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,064 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -1,853 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -1,737 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,714 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,685 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,517 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,473 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -1,350 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,345 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,265 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,255 | -100.0% | Q2 2026 | Jul 10, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,225 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,209 | -100.0% | Q2 2026 | Jul 31, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,186 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,108 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,089 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,089 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -890 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -888 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Vanguard National Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -401 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Navigoe, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 06, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Signature Equity Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |