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.
Details.
Full rows mode is enabled.
Back to fast mode.
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 | 2,984,379 | 848,160 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 2,822,574 | 802,175 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,768,511 | 786,810 | 2.44% | 2.44% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,836,444 | 521,917 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,414,985 | 402,138 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,041,286 | 295,933 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 905,865 | 257,487 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brave Warrior Advisors, LLC | History | No change | 865,863 | 246,078 | 5.36% | 5.36% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 750,249 | 213,220 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAMCO INC /NY/ | History | No change | 671,453 | 190,826 | 0.29% | 0.29% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 673,003 | 183,328 | 0.03% | 0.03% | 11 | +12,284 | 1.86% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | No change | 534,226 | 151,827 | 2.16% | 2.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 528,663 | 150,246 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | No change | 484,835 | 137,790 | 1.75% | 1.75% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 399,554 | 113,553 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 400,841 | 109,185 | 0.45% | 0.47% | 16 | -28,471 | -6.63% | Q3 2026 | Nov 03, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 372,901 | 105,978 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 350,601 | 99,640 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 320,724 | 91,149 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 292,727 | 83,193 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 278,603 | 75,888 | 0.01% | 0.01% | 21 | +475 | 0.17% | Q3 2026 | Nov 05, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 263,891 | 74,997 | 0.35% | 0.35% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 261,568 | 74,337 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 253,857 | 72,146 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 244,042 | 69,356 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 219,344 | 62,892 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 214,890 | 61,072 | 7.66% | 7.66% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 198,509 | 56,418 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 197,423 | 56,107 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 189,267 | 53,789 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 188,233 | 53,495 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 173,447 | 49,294 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 173,034 | 49,176 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 170,982 | 48,593 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 162,284 | 46,121 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 141,170 | 40,120 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Reduced | 128,590 | 35,026 | 4.71% | 4.88% | 37 | -1,174 | -0.9% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 121,942 | 34,655 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PhiloSmith Capital Corp | History | No change | 117,600 | 32,033 | 8.86% | 9.08% | 39 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 111,941 | 31,813 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 106,968 | 31,121 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 103,403 | 29,387 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 94,189 | 26,768 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EULAV Asset Management | History | Added to | 97,956 | 26,682 | 0.96% | 0.86% | 44 | +3,000 | 3.16% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 93,371 | 26,536 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 94,876 | 25,843 | 0.03% | 0.03% | 46 | -270 | -0.28% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 89,038 | 25,304 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 86,893 | 24,695 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 86,740 | 24,651 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 87,677 | 23,882 | 0.03% | 0.04% | 50 | -7,409 | -7.79% | Q3 2026 | Oct 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 83,932 | 23,853 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Reduced | 85,720 | 23,349 | 0.59% | 0.65% | 52 | -20,160 | -19.04% | Q3 2026 | Oct 30, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 83,761 | 22,815 | 0.53% | 0.5% | 53 | -2,465 | -2.86% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 78,841 | 22,382 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 76,222 | 21,662 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 72,057 | 19,628 | 0.15% | 0.14% | 56 | +9,236 | 14.7% | Q3 2026 | Oct 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 70,684 | 19,253 | 0.01% | 0.01% | 57 | -129 | -0.18% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 66,011 | 18,760 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 64,515 | 18,334 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 63,474 | 18,039 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | No change | 63,020 | 17,910 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 61,372 | 17,616 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 60,658 | 17,239 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 59,947 | 17,036 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 55,255 | 15,050 | 0.07% | 0.08% | 65 | -6,350 | -10.31% | Q3 2026 | Nov 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 52,406 | 14,893 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 51,194 | 14,554 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 50,002 | 14,211 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 47,923 | 13,619 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,226 | 13,421 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 47,036 | 13,367 | 2.8% | 2.8% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 42,397 | 12,049 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 42,332 | 12,032 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 39,141 | 11,123 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Running Oak Capital LLC | History | Added to | 40,071 | 10,914 | 1.8% | 1.9% | 75 | +848 | 2.16% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,388 | 10,341 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 40,969 | 10,261 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 35,567 | 10,108 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 35,177 | 9,581 | 0.06% | 0.06% | 79 | -1,064 | -2.94% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 32,552 | 9,251 | 0.48% | 0.48% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 32,402 | 9,208 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 32,348 | 9,193 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 31,815 | 9,041 | 0.34% | 0.34% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callahan Advisors, LLC | History | No change | 31,048 | 8,823 | 0.67% | 0.67% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Callan Family Office, LLC | History | No change | 31,017 | 8,815 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Systems of Alabama | History | Reduced | 31,745 | 8,647 | 0.03% | 0.03% | 86 | -509 | -1.58% | Q3 2026 | Nov 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 29,684 | 8,436 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,667 | 8,431 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 28,570 | 8,119 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 28,162 | 8,003 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 27,721 | 7,878 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,693 | 7,870 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vest Financial, LLC | History | Added to | 28,878 | 7,866 | 0.08% | 0.08% | 93 | +1,108 | 3.99% | Q3 2026 | Oct 21, 2026 |
| Man Group plc | History | No change | 27,199 | 7,729 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,094 | 7,700 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,685 | 7,541 | 0.08% | 0.08% | 96 | -137 | -0.49% | Q3 2026 | Oct 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 26,203 | 7,521 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 26,214 | 7,450 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 25,767 | 7,322 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 25,415 | 7,222 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 25,169 | 7,153 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 24,937 | 7,087 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 24,608 | 6,703 | 0.01% | 0.02% | 103 | +112 | 0.46% | Q3 2026 | Oct 22, 2026 |
| Corient Private Wealth LP | History | No change | 23,203 | 6,594 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 23,156 | 6,580 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,504 | 6,395 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 20,929 | 5,948 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,568 | 5,845 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 20,367 | 5,788 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 21,078 | 5,741 | 0.07% | 0.03% | 110 | +11,731 | 125.51% | Q3 2026 | Oct 21, 2026 |
| &PARTNERS | History | No change | 20,132 | 5,725 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 19,723 | 5,605 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 19,978 | 5,441 | 0.05% | 0.06% | 113 | -484 | -2.37% | Q3 2026 | Oct 23, 2026 |
| NORGES BANK | History | No change | 18,558 | 5,274 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,903 | 5,088 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 17,699 | 5,029 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 17,327 | 4,924 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JLB & ASSOCIATES INC | History | Reduced | 17,314 | 4,920 | 0.66% | 0.67% | 118 | -330 | -1.87% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,277 | 4,910 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Artemis Investment Management LLP | History | Reduced | 17,776 | 4,842 | 0.04% | 0.1% | 120 | -22,476 | -55.84% | Q3 2026 | Oct 08, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 17,743 | 4,833 | 0.44% | 0.44% | 121 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 17,492 | 4,764 | 0.42% | 0.47% | 122 | -1,647 | -8.61% | Q3 2026 | Nov 05, 2026 |
| Prana Capital Management, LP | History | No change | 16,406 | 4,662 | 0.14% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 16,214 | 4,610 | 3.08% | 3.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 16,607 | 4,523 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 16,360 | 4,457 | 1.16% | 1.1% | 126 | +948 | 6.15% | Q3 2026 | Oct 08, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,343 | 4,360 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,323 | 4,354 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 15,172 | 4,311 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,017 | 4,267 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 14,994 | 4,084 | 0.0% | 0.0% | 131 | +2,945 | 24.44% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,248 | 4,049 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 14,851 | 4,045 | 0.05% | 0.05% | 133 | +31 | 0.21% | Q3 2026 | Nov 05, 2026 |
| Jupiter Topco LLC | History | No change | 14,029 | 3,988 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 14,334 | 3,904 | 0.02% | 0.03% | 135 | -1,200 | -7.72% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,098 | 3,840 | 0.01% | 0.01% | 136 | -1,190 | -7.78% | Q3 2026 | Nov 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,358 | 3,796 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 13,333 | 3,789 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,846 | 3,772 | 0.03% | 0.03% | 139 | -49 | -0.35% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 13,258 | 3,767 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 13,109 | 3,725 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 13,660 | 3,720 | 0.05% | 0.06% | 142 | +161 | 1.19% | Q3 2026 | Nov 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 12,646 | 3,593 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oxbow Advisors, LLC | History | No change | 12,575 | 3,573 | 0.29% | 0.29% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 12,562 | 3,570 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 12,413 | 3,527 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,020 | 3,416 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,848 | 3,367 | 0.01% | 0.01% | 148 | 0 | 0.0% | 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 | No change | 11,404 | 3,240 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,092 | 3,152 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,057 | 3,142 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 11,009 | 3,128 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,220 | 2,904 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 10,211 | 2,901 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,552 | 2,874 | 0.01% | 0.01% | 156 | -237 | -2.2% | Q3 2026 | Oct 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,962 | 2,831 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,952 | 2,828 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 10,207 | 2,780 | 0.06% | 0.03% | 159 | +5,614 | 122.23% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,689 | 2,753 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | Added to | 10,041 | 2,735 | 0.0% | 0.0% | 161 | +1,212 | 13.73% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | Added to | 9,977 | 2,717 | 0.03% | 0.03% | 162 | +1,002 | 11.16% | Q3 2026 | Oct 15, 2026 |
| Focus Partners Wealth | History | No change | 9,448 | 2,685 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,340 | 2,654 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 9,299 | 2,642 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,215 | 2,618 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 9,525 | 2,594 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 9,482 | 2,582 | 1.04% | 1.0% | 168 | +473 | 5.25% | Q3 2026 | Oct 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 8,989 | 2,554 | 0.56% | 0.56% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,817 | 2,506 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Louisiana State Employees Retirement System | History | No change | 9,100 | 2,478 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 8,472 | 2,407 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 8,781 | 2,391 | 0.01% | 0.01% | 173 | +118 | 1.36% | Q3 2026 | Nov 03, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 8,722 | 2,375 | 0.0% | 0.0% | 174 | +94 | 1.09% | Q3 2026 | Oct 20, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 8,264 | 2,348 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,156 | 2,317 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 8,042 | 2,285 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,305 | 2,262 | 0.03% | 0.03% | 178 | -558 | -6.3% | Q3 2026 | Oct 22, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,234 | 2,242 | 0.01% | 0.01% | 179 | -256 | -3.02% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,754 | 2,135 | 0.0% | 0.0% | 180 | +569 | 7.92% | Q3 2026 | Oct 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,725 | 2,122 | 0.01% | 0.01% | 181 | -147 | -1.87% | Q3 2026 | Oct 16, 2026 |
| World Investment Advisors | History | No change | 8,418 | 2,108 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 7,363 | 2,092 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 7,641 | 2,081 | 0.14% | 0.15% | 184 | +83 | 1.1% | Q3 2026 | Oct 26, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 7,381 | 2,010 | 1.01% | 1.09% | 185 | -888 | -10.74% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,346 | 2,000 | 0.01% | 0.01% | 186 | -120 | -1.61% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 7,014 | 1,993 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 7,219 | 1,966 | 0.01% | 0.01% | 188 | -100 | -1.37% | Q3 2026 | Oct 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,908 | 1,963 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,882 | 1,955 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,709 | 1,906 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Allen Investment Management, LLC | History | No change | 6,916 | 1,883 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,805 | 1,853 | 0.0% | 0.0% | 193 | -2 | -0.03% | Q3 2026 | Oct 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 6,800 | 1,852 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 6,790 | 1,849 | 0.02% | 0.01% | 195 | +1,802 | 36.13% | Q3 2026 | Oct 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,744 | 1,837 | 0.0% | 0.0% | 196 | -181 | -2.61% | Q3 2026 | Nov 05, 2026 |
| Quantbot Technologies LP | History | No change | 6,426 | 1,826 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | No change | 6,303 | 1,791 | 0.41% | 0.41% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,283 | 1,785 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 6,533 | 1,779 | 0.31% | — | 200 | +6,533 | New | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,255 | 1,777 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,375 | 1,736 | 0.02% | 0.02% | 202 | -104 | -1.61% | Q3 2026 | Oct 29, 2026 |
| SVB WEALTH LLC | History | No change | 5,889 | 1,673 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| State of Wyoming | History | Reduced | 6,100 | 1,661 | 0.13% | 0.23% | 204 | -1,766 | -22.45% | Q3 2026 | Oct 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,797 | 1,647 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,739 | 1,631 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,726 | 1,627 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,698 | 1,619 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,744 | 1,564 | 0.0% | 0.0% | 209 | +285 | 5.22% | Q3 2026 | Oct 20, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 5,524 | 1,524 | 0.0% | 0.0% | 210 | +3,564 | 181.84% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 5,325 | 1,513 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 5,307 | 1,508 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 5,202 | 1,478 | 0.27% | 0.27% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 5,315 | 1,447 | 0.05% | 0.03% | 214 | +2,047 | 62.64% | Q3 2026 | Oct 08, 2026 |
| Caprock Group, LLC | History | No change | 5,086 | 1,445 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | Reduced | 5,169 | 1,407 | 0.01% | 0.02% | 216 | -196 | -3.65% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,870 | 1,384 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,953 | 1,349 | 0.0% | 0.0% | 218 | -109 | -2.15% | Q3 2026 | Nov 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,707 | 1,337 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 4,684 | 1,331 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 4,857 | 1,322 | 0.53% | 0.56% | 221 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,624 | 1,314 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,559 | 1,295 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 4,464 | 1,268 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,444 | 1,262 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,417 | 1,255 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 4,596 | 1,251 | 0.01% | 0.01% | 227 | +397 | 9.45% | Q3 2026 | Nov 04, 2026 |
| CenterBook Partners LP | History | Reduced | 4,528 | 1,233 | 0.06% | 0.08% | 228 | -1,460 | -24.38% | Q3 2026 | Nov 02, 2026 |
| Tidal Investments LLC | History | No change | 4,306 | 1,223 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 4,456 | 1,213 | 0.31% | 0.33% | 230 | -14 | -0.31% | Q3 2026 | Oct 20, 2026 |
| Redwood Investment Management, LLC | History | No change | 4,086 | 1,161 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 4,068 | 1,156 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 3,992 | 1,134 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 4,108 | 1,118 | 0.12% | 0.12% | 234 | -113 | -2.68% | Q3 2026 | Oct 22, 2026 |
| Impact Capital Partners LLC | History | Reduced | 4,029 | 1,097 | 0.3% | 0.32% | 235 | -94 | -2.28% | Q3 2026 | Oct 22, 2026 |
| ELCO Management Co., LLC | History | No change | 4,000 | 1,089 | 0.51% | 0.49% | 236 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | Added to | 3,991 | 1,086 | 0.0% | 0.0% | 237 | +493 | 14.09% | Q3 2026 | Oct 21, 2026 |
| Sendero Wealth Management, LLC | History | No change | 3,921 | 1,068 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,775 | 1,028 | 0.0% | 0.0% | 239 | +485 | 14.74% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,600 | 1,023 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SG Americas Securities, LLC | History | No change | 3,545 | 1,007 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | Reduced | 3,650 | 994 | 0.01% | 0.01% | 242 | -146 | -3.85% | Q3 2026 | Nov 03, 2026 |
| Pacer Advisors, Inc. | History | No change | 3,474 | 987 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,476 | 987 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 3,450 | 980 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 3,364 | 956 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 3,350 | 952 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 3,490 | 950 | 0.08% | 0.12% | 248 | -286 | -7.57% | Q3 2026 | Oct 15, 2026 |
| CONNABLE OFFICE INC | History | No change | 3,212 | 912 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 3,173 | 901 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,059 | 869 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,056 | 847 | 0.02% | 0.02% | 252 | +50 | 1.66% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,931 | 832 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,894 | 822 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,893 | 822 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,014 | 820 | 0.0% | 0.0% | 256 | +6 | 0.2% | Q3 2026 | Nov 03, 2026 |
| denkapparat Operations GmbH | History | No change | 2,874 | 816 | 0.27% | 0.27% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTC Capital Management, Inc. | History | No change | 2,840 | 815 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,866 | 814 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,817 | 800 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 2,764 | 785 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,875 | 783 | 0.0% | — | 262 | +2,875 | New | Q3 2026 | Oct 28, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 2,705 | 768 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 2,812 | 765 | 0.01% | 0.01% | 264 | +147 | 5.52% | Q3 2026 | Oct 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,781 | 757 | 0.0% | 0.0% | 265 | +13 | 0.47% | Q3 2026 | Oct 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,762 | 752 | 0.01% | 0.01% | 266 | +81 | 3.02% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,785 | 751 | 0.0% | 0.0% | 267 | +147 | 5.57% | Q3 2026 | Oct 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,617 | 743 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,610 | 741 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 2,595 | 737 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,592 | 736 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,564 | 728 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,648 | 721 | 0.05% | 0.05% | 274 | +34 | 1.3% | Q3 2026 | Oct 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,323 | 721 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,531 | 719 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,512 | 714 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 2,617 | 712 | 0.01% | 0.01% | 277 | -366 | -12.27% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,609 | 710 | 0.0% | 0.0% | 278 | -47 | -1.77% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 2,381 | 676 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,294 | 652 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 2,358 | 642 | 0.17% | 0.34% | 281 | -2,477 | -51.23% | Q3 2026 | Nov 05, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 2,318 | 631 | 0.04% | 0.04% | 282 | +22 | 0.96% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,311 | 629 | 0.01% | 0.01% | 283 | +2 | 0.09% | Q3 2026 | Oct 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,306 | 628 | 0.01% | 0.02% | 284 | -2,641 | -53.39% | Q3 2026 | Oct 13, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,200 | 625 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,281 | 621 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| iA Global Asset Management Inc. | History | Added to | 2,245 | 612 | 0.01% | 0.0% | 288 | +1,436 | 177.5% | Q3 2026 | Oct 29, 2026 |
| Oak Thistle LLC | History | Reduced | 2,249 | 612 | 0.06% | 0.06% | 287 | -31 | -1.36% | Q3 2026 | Oct 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,242 | 610 | 0.01% | 0.01% | 289 | -128 | -5.4% | Q3 2026 | Oct 23, 2026 |
| SVRN Asset Management, LLC | History | No change | 2,235 | 608 | 0.31% | 0.33% | 290 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Erste Asset Management GmbH | History | No change | 2,100 | 602 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,172 | 591 | 0.02% | 0.02% | 292 | +111 | 5.39% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,054 | 583 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 2,049 | 582 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Achmea Investment Management B.V. | History | New | 2,130 | 580 | 0.0% | — | 295 | +2,130 | New | Q3 2026 | Oct 30, 2026 |
| Employees Retirement System of Texas | History | No change | 2,000 | 568 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,068 | 563 | 0.01% | 0.01% | 297 | +850 | 69.79% | Q3 2026 | Oct 27, 2026 |
| BROWN ADVISORY INC | History | No change | 1,961 | 557 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,934 | 549 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 1,921 | 545 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sylvest Advisors, LLC | History | No change | 2,000 | 544 | 0.24% | 0.26% | 301 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,935 | 531 | 0.01% | 0.01% | 302 | +207 | 11.98% | Q3 2026 | Oct 26, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 1,933 | 526 | 0.01% | 0.01% | 303 | +359 | 22.81% | Q3 2026 | Nov 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,796 | 510 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,796 | 510 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SYON CAPITAL LLC | History | No change | 1,760 | 500 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,795 | 488 | 0.01% | 0.01% | 307 | -236 | -11.62% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,714 | 487 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | No change | 1,684 | 478 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Utah Retirement Systems | History | No change | 1,633 | 464 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,617 | 459 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,590 | 451 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,652 | 449 | 0.02% | 0.02% | 313 | -10 | -0.6% | Q3 2026 | Oct 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,570 | 446 | 0.04% | 0.04% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,567 | 445 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 1,565 | 444 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 1,600 | 435 | 0.06% | 0.06% | 317 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| INTRUST BANK NA | History | No change | 1,513 | 429 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,491 | 423 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Added to | 1,543 | 420 | 0.02% | 0.02% | 321 | +146 | 10.45% | Q3 2026 | Nov 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,478 | 420 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,510 | 411 | 0.01% | 0.01% | 323 | +48 | 3.28% | Q3 2026 | Nov 02, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 1,512 | 411 | 0.01% | 0.01% | 322 | -27 | -1.75% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,502 | 409 | 0.0% | 0.0% | 324 | +64 | 4.45% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,440 | 409 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 1,368 | 406 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 1,431 | 406 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DnB Asset Management AS | History | No change | 1,422 | 404 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 1,472 | 400 | 0.06% | 0.06% | 329 | +161 | 12.28% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,389 | 394 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 1,385 | 393 | 0.04% | 0.04% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 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 | No change | 1,369 | 389 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 1,330 | 377 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 1,329 | 377 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,319 | 375 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | No change | 1,300 | 369 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 1,344 | 366 | 0.04% | — | 338 | +1,344 | New | Q3 2026 | Oct 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,293 | 357 | 0.0% | 0.0% | 339 | +261 | 25.29% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 1,252 | 355 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,244 | 353 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 1,293 | 352 | 0.01% | 0.01% | 342 | -82 | -5.96% | Q3 2026 | Nov 03, 2026 |
| Riverwater Partners LLC | History | Added to | 1,281 | 348 | 0.1% | 0.11% | 343 | +1 | 0.08% | Q3 2026 | Nov 03, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 1,266 | 344 | 0.02% | 0.02% | 344 | -340 | -21.17% | Q3 2026 | Oct 13, 2026 |
| PFW Advisors LLC | History | Reduced | 1,263 | 344 | 0.1% | 0.13% | 345 | -258 | -16.96% | Q3 2026 | Oct 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,181 | 335 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petros Family Wealth, LLC | History | Added to | 1,183 | 322 | 0.19% | 0.2% | 347 | +27 | 2.34% | Q3 2026 | Oct 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,133 | 321 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | No change | 1,122 | 318 | 0.17% | 0.17% | 349 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | Added to | 1,164 | 317 | 0.01% | 0.01% | 350 | +135 | 13.12% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | New | 1,155 | 314 | 0.01% | — | 351 | +1,155 | New | Q3 2026 | Nov 04, 2026 |
| Tannin Capital LLC | History | Added to | 1,152 | 313 | 0.24% | 0.18% | 352 | +171 | 17.43% | Q3 2026 | Nov 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,140 | 310 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,124 | 306 | 0.02% | 0.02% | 355 | -128 | -10.22% | Q3 2026 | Oct 27, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,080 | 306 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 1,076 | 305 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maridea Wealth Management LLC | History | No change | 1,051 | 298 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 1,040 | 295 | 0.21% | 0.21% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,033 | 293 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 1,070 | 291 | 0.38% | — | 360 | +1,070 | New | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,012 | 287 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 993 | 282 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 1,001 | 272 | 0.07% | 0.07% | 363 | -12 | -1.18% | Q3 2026 | Oct 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 957 | 271 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 979 | 266 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Magnetar Financial LLC | History | No change | 938 | 266 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 975 | 265 | 0.14% | 0.15% | 367 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 967 | 263 | 0.07% | 0.09% | 368 | -207 | -17.63% | Q3 2026 | Nov 02, 2026 |
| North Dakota State Investment Board | History | Added to | 958 | 260 | 0.01% | 0.01% | 369 | +12 | 1.27% | Q3 2026 | Oct 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 912 | 259 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 945 | 257 | 0.01% | 0.01% | 371 | +8 | 0.85% | Q3 2026 | Oct 20, 2026 |
| StoneX Group Inc. | History | New | 823 | 254 | 0.01% | — | 372 | +823 | New | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 890 | 253 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 920 | 250 | 0.0% | 0.0% | 374 | -18 | -1.92% | Q3 2026 | Oct 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 916 | 249 | 0.01% | 0.01% | 375 | +17 | 1.89% | Q3 2026 | Oct 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 911 | 248 | 0.0% | — | 378 | +911 | New | Q3 2026 | Oct 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 913 | 248 | 0.1% | 0.1% | 376 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFC Advisors LLC | History | No change | 876 | 248 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 910 | 247 | 0.0% | — | 379 | +910 | New | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 906 | 246 | 0.0% | 0.0% | 381 | +194 | 27.25% | Q3 2026 | Nov 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 905 | 246 | 0.01% | 0.0% | 380 | -37 | -3.93% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 897 | 244 | 0.0% | 0.0% | 382 | -58 | -6.07% | Q3 2026 | Nov 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 860 | 244 | 0.05% | 0.05% | 383 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 858 | 243 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 888 | 242 | 0.01% | 0.01% | 385 | -62 | -6.53% | Q3 2026 | Nov 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 845 | 240 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 884 | 240 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Trust Point Inc. | History | Added to | 848 | 230 | 0.02% | 0.02% | 388 | +121 | 16.64% | Q3 2026 | Oct 27, 2026 |
| 1832 Asset Management L.P. | History | No change | 802 | 227 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 788 | 223 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 767 | 217 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 766 | 217 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 787 | 214 | 0.01% | 0.01% | 393 | -2 | -0.25% | Q3 2026 | Nov 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 754 | 214 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 745 | 214 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 775 | 211 | 0.01% | — | 396 | +775 | New | Q3 2026 | Oct 13, 2026 |
| X-Square Capital, LLC | History | No change | 735 | 209 | 0.05% | 0.05% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Asset Management, LLC | History | No change | 769 | 209 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ascent Group, LLC | History | Added to | 767 | 208 | 0.01% | 0.01% | 399 | +1 | 0.13% | Q3 2026 | Oct 30, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 763 | 207 | 0.12% | 0.12% | 400 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 758 | 206 | 0.01% | — | 402 | +758 | New | Q3 2026 | Oct 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 727 | 206 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 722 | 205 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 724 | 205 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Payne Capital Management, LLC | History | No change | 720 | 204 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 740 | 201 | 0.06% | 0.07% | 406 | -9 | -1.2% | Q3 2026 | Oct 19, 2026 |
| SIGNATUREFD, LLC | History | Added to | 722 | 196 | 0.0% | 0.0% | 407 | +149 | 26.0% | Q3 2026 | Oct 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 659 | 187 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 634 | 172 | 0.0% | 0.0% | 409 | +5 | 0.79% | Q3 2026 | Oct 28, 2026 |
| United Community Bank | History | Added to | 630 | 171 | 0.05% | 0.05% | 410 | +31 | 5.18% | Q3 2026 | Oct 28, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 596 | 169 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 579 | 157 | 0.0% | 0.0% | 412 | -1 | -0.17% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Added to | 573 | 155 | 0.0% | 0.0% | 413 | +74 | 14.83% | Q3 2026 | Nov 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 549 | 149 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UMB Bank, n.a. | History | No change | 493 | 140 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 482 | 136 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 497 | 135 | 0.0% | 0.0% | 417 | -180 | -26.59% | Q3 2026 | Oct 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 435 | 131 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 471 | 128 | 0.0% | 0.0% | 419 | +113 | 31.56% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 442 | 125 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 445 | 121 | 0.0% | 0.0% | 421 | +15 | 3.49% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Reduced | 430 | 117 | 0.0% | 0.0% | 422 | -230 | -34.85% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 401 | 113 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 405 | 110 | 0.01% | 0.01% | 424 | +45 | 12.5% | Q3 2026 | Oct 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 387 | 106 | 0.0% | 0.0% | 425 | +160 | 70.48% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 341 | 102 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPH & CO | History | Added to | 364 | 99 | 0.03% | 0.02% | 427 | +18 | 5.2% | Q3 2026 | Oct 07, 2026 |
| IFG Advisory, LLC | History | No change | 350 | 99 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | Added to | 307 | 83 | 0.02% | 0.02% | 429 | +13 | 4.42% | Q3 2026 | Oct 20, 2026 |
| HM PAYSON & CO | History | No change | 265 | 75 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 267 | 72 | 0.01% | 0.01% | 431 | +7 | 2.69% | Q3 2026 | Oct 26, 2026 |
| Compass Wealth Management LLC | History | New | 256 | 69 | 0.01% | — | 432 | +256 | New | Q3 2026 | Oct 22, 2026 |
| Root Financial Partners, LLC | History | New | 239 | 65 | 0.0% | — | 433 | +239 | New | Q3 2026 | Oct 21, 2026 |
| Davis Capital Management | History | No change | 238 | 64 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Elyxium Wealth, LLC | History | New | 229 | 62 | 0.01% | — | 435 | +229 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 219 | 59 | 0.0% | 0.0% | 436 | +14 | 6.83% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 199 | 57 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 198 | 56 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 189 | 51 | 0.0% | 0.0% | 439 | +1 | 0.53% | Q3 2026 | Oct 02, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 158 | 43 | 0.01% | — | 440 | +158 | New | Q3 2026 | Oct 16, 2026 |
| Ashurst Perkins Coie Trust Co | History | New | 154 | 41 | 0.01% | — | 441 | +154 | New | Q3 2026 | Oct 14, 2026 |
| BOKF, NA | History | No change | 150 | 40 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 142 | 38 | 0.0% | 0.0% | 443 | -24 | -14.46% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | Reduced | 125 | 34 | 0.01% | 0.01% | 446 | -2 | -1.57% | Q3 2026 | Oct 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 120 | 34 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 127 | 34 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 123 | 33 | 0.0% | 0.0% | 447 | +84 | 215.38% | Q3 2026 | Oct 20, 2026 |
| Align Financial, LLC | History | No change | 119 | 32 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hilltop National Bank | History | No change | 113 | 30 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Essential Partners LLC | History | Added to | 107 | 29 | 0.01% | 0.01% | 452 | +2 | 1.9% | Q3 2026 | Oct 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 103 | 29 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 103 | 29 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Twin Tree Management, LP | History | No change | 100 | 28 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 99 | 27 | 0.0% | 0.0% | 454 | -2 | -1.98% | Q3 2026 | Oct 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 90 | 25 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 86 | 24 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 85 | 23 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LRI Investments, LLC | History | No change | 74 | 20 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 68 | 19 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 69 | 18 | 0.01% | 0.0% | 461 | +17 | 32.69% | Q3 2026 | Oct 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 65 | 18 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 62 | 17 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 58 | 16 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 46 | 13 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 50 | 13 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 45 | 12 | 0.0% | 0.0% | 466 | -38 | -45.78% | Q3 2026 | Oct 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 47 | 12 | 0.0% | 0.0% | 468 | +13 | 38.24% | Q3 2026 | Oct 19, 2026 |
| Golden State Wealth Management, LLC | History | No change | 46 | 12 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Persistent Asset Partners Ltd | History | No change | 44 | 12 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 39 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 44 | 11 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 37 | 10 | 0.0% | 0.0% | 474 | +5 | 15.63% | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 38 | 10 | 0.0% | 0.0% | 473 | +4 | 11.76% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 38 | 10 | 0.0% | 0.0% | 475 | -1 | -2.56% | Q3 2026 | Nov 05, 2026 |
| SRH ADVISORS, LLC | History | No change | 38 | 10 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bullock Wealth Management Group | History | No change | 40 | 10 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Covestor Ltd | History | Reduced | 31 | 9 | 0.01% | 0.01% | 479 | -1 | -3.13% | Q3 2026 | Oct 30, 2026 |
| S&T BANK/PA | History | No change | 33 | 9 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 35 | 9 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 30 | 8 | 0.0% | — | 481 | +30 | New | Q3 2026 | Oct 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 30 | 8 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 29 | 7 | 0.0% | — | 486 | +29 | New | Q3 2026 | Oct 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 27 | 7 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bogart Wealth, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Command Advisory Services, Inc. | History | New | 24 | 6 | 0.0% | — | 491 | +24 | New | Q3 2026 | Nov 05, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 23 | 6 | 0.0% | 0.0% | 488 | -11 | -32.35% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 24 | 6 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 18 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 19 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20 | 5 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 16 | 4 | 0.0% | — | 500 | +16 | New | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 15 | 4 | 0.0% | 0.0% | 498 | +3 | 25.0% | Q3 2026 | Nov 05, 2026 |
| TD Capital Management LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | New | 13 | 3 | 0.0% | — | 506 | +13 | New | Q3 2026 | Oct 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 13 | 3 | 0.0% | 0.0% | 502 | +2 | 18.18% | Q3 2026 | Oct 27, 2026 |
| Clearstead Trust, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 10 | 2 | 0.0% | — | 518 | +10 | New | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9 | 2 | 0.0% | — | 511 | +8 | 800.0% | Q3 2026 | Oct 21, 2026 |
| Jacobi Capital Management LLC | History | New | 8 | 2 | 0.0% | — | 517 | +8 | New | Q3 2026 | Nov 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 2 | 0.0% | 0.0% | 510 | +3 | 42.86% | Q3 2026 | Nov 03, 2026 |
| Marquette Asset Management, LLC | History | Added to | 10 | 2 | 0.0% | 0.0% | 508 | +2 | 25.0% | Q3 2026 | Oct 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 8 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Management Professionals, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | No change | 9 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 5 | 1 | 0.0% | — | 532 | +5 | New | Q3 2026 | Oct 23, 2026 |
| Fairway Wealth LLC | History | New | 4 | 1 | 0.0% | — | 533 | +4 | New | Q3 2026 | Oct 30, 2026 |
| FIRST HORIZON CORP | History | No change | 7 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Manchester Capital Management LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Pacific Financial | History | No change | 7 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,651 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,102 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -620 | -100.0% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q3 2026 | Nov 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -65 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 16, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -6 | -85.71% | Q3 2026 | Oct 08, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Asset Dedication, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 02, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Nov 05, 2026 |
| CENTRAL TRUST Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 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% | Q3 2026 | Oct 29, 2026 |