PARK NATIONAL CORP /OH/ - PRK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,589,288 | 473,813 | 0.01% | 0.01% | 1 | +166,274 | 6.86% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 1,127,922 | 206,398 | 5.78% | 5.76% | 2 | -28,042 | -2.43% | Q2 2026 | Jul 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,004,211 | 183,760 | 0.01% | 0.01% | 3 | +34,883 | 3.6% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 873,685 | 159,875 | 0.0% | 0.0% | 4 | +126,527 | 16.93% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 732,031 | 133,954 | 0.0% | 0.0% | 5 | -2,355 | -0.32% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 524,189 | 95,920 | 0.02% | 0.02% | 6 | +6,757 | 1.31% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 427,073 | 78,164 | 0.0% | 0.0% | 7 | +45,421 | 11.9% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 189,059 | 34,595 | 0.0% | 0.0% | 8 | +8,533 | 4.73% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 177,490 | 32,478 | 0.0% | 0.0% | 9 | +21,763 | 13.98% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 129,254 | 23,652 | 0.0% | 0.0% | 10 | +13,245 | 11.42% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Added to | 125,412 | 22,949 | 0.0% | 0.0% | 11 | +13,221 | 11.78% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 107,494 | 19,670 | 0.0% | 0.0% | 12 | +3,924 | 3.79% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 77,855 | 14,246 | 0.01% | 0.01% | 13 | -232 | -0.3% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Added to | 67,816 | 12,409 | 0.0% | 0.0% | 14 | +6,038 | 9.77% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 55,361 | 10,130 | 0.03% | 0.03% | 15 | -2,152 | -3.74% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 54,198 | 9,917 | 0.0% | 0.0% | 16 | -1,917 | -3.42% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 50,826 | 9,300 | 0.0% | 0.0% | 17 | +1,280 | 2.58% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 49,761 | 9,105 | 0.0% | 0.0% | 18 | +7,554 | 17.9% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 45,028 | 8,239 | 0.0% | 0.0% | 19 | +3,345 | 8.02% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 44,072 | 8,064 | 0.0% | 0.0% | 20 | -29,675 | -40.24% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 39,432 | 7,215 | 0.01% | 0.01% | 21 | -2,399 | -5.73% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 37,638 | 6,887 | 0.0% | 0.0% | 22 | +439 | 1.18% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 32,600 | 5,965 | 0.0% | 0.0% | 23 | +500 | 1.56% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 32,265 | 5,904 | 0.01% | 0.01% | 24 | -285 | -0.88% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 28,242 | 5,168 | 0.0% | 0.0% | 25 | -968 | -3.31% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,822 | 5,091 | 0.0% | 0.0% | 26 | -4,708 | -14.47% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 27,637 | 5,057 | 0.0% | 0.0% | 27 | -426 | -1.52% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,170 | 4,971 | 0.01% | 0.0% | 28 | +10,092 | 59.09% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,044 | 4,948 | 0.0% | 0.0% | 29 | +20,535 | 315.49% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 26,763 | 4,897 | 0.0% | 0.0% | 30 | +8,884 | 49.69% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 26,642 | 4,876 | 0.0% | 0.0% | 31 | +5,942 | 28.71% | Q2 2026 | Aug 14, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 23,123 | 4,231 | 0.5% | 0.44% | 32 | +142 | 0.62% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 22,618 | 4,139 | 0.03% | 0.02% | 33 | +4,943 | 27.97% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 19,584 | 3,584 | 0.0% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 18,989 | 3,474 | 0.0% | 0.0% | 35 | +693 | 3.79% | Q2 2026 | Aug 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 18,240 | 3,337 | 0.0% | 0.0% | 36 | +3,075 | 20.28% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 20,001 | 3,269 | 0.0% | 0.0% | 37 | +3,830 | 23.68% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,800 | 3,257 | 0.0% | 0.0% | 38 | +3,833 | 27.44% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,565 | 3,214 | 0.0% | 0.0% | 39 | +467 | 2.73% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 17,204 | 3,148 | 0.0% | 0.0% | 40 | +8,979 | 109.17% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,337 | 3,114 | 0.0% | 0.0% | 41 | +625 | 3.98% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 16,743 | 3,063 | 0.0% | 0.0% | 42 | +598 | 3.7% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 15,970 | 2,922 | 0.05% | — | 43 | +15,970 | New | Q2 2026 | Jul 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 15,502 | 2,836 | 0.0% | 0.0% | 44 | +1,235 | 8.66% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,980 | 2,558 | 0.03% | 0.03% | 45 | -5 | -0.04% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 13,400 | 2,452 | 0.0% | 0.0% | 46 | +4,819 | 56.16% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 13,008 | 2,380 | 0.0% | 0.0% | 47 | +2,926 | 29.02% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 13,016 | 2,379 | 0.0% | 0.0% | 48 | -23 | -0.18% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,726 | 2,145 | 0.0% | 0.0% | 49 | +4,691 | 66.68% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 11,020 | 2,016 | 0.0% | 0.0% | 50 | -7,194 | -39.5% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,576 | 1,935 | 0.0% | 0.0% | 51 | -157 | -1.46% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 10,011 | 1,832 | 0.0% | 0.0% | 52 | -899 | -8.24% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 9,945 | 1,819 | 0.0% | 0.0% | 53 | +7,997 | 410.52% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,876 | 1,807 | 0.01% | 0.01% | 54 | +1,667 | 20.31% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 9,199 | 1,683 | 0.03% | 0.05% | 55 | +700 | 8.24% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 9,058 | 1,657 | 0.12% | 0.2% | 56 | -6,389 | -41.36% | Q2 2026 | Jul 24, 2026 |
| Colonial Trust Co / SC | History | Reduced | 9,000 | 1,646 | 0.21% | 0.24% | 57 | -1,774 | -16.47% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | Added to | 8,797 | 1,609 | 0.11% | 0.1% | 58 | +1,240 | 16.41% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 8,690 | 1,590 | 0.0% | 0.0% | 59 | +231 | 2.73% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 8,586 | 1,571 | 0.0% | 0.0% | 60 | +1,177 | 15.89% | Q2 2026 | Sep 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,384 | 1,534 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 8,373 | 1,532 | 0.0% | 0.0% | 62 | -600 | -6.69% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 8,261 | 1,511 | 0.02% | 0.02% | 63 | +637 | 8.36% | Q2 2026 | Aug 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 8,141 | 1,489 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,067 | 1,476 | 0.0% | 0.0% | 65 | +6,926 | 607.01% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,063 | 1,475 | 0.0% | 0.0% | 67 | +3,720 | 85.66% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,066 | 1,475 | 0.0% | 0.0% | 66 | +167 | 2.11% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | New | 8,028 | 1,469 | 0.0% | — | 68 | +8,028 | New | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 7,950 | 1,454 | 0.0% | 0.0% | 69 | +1,862 | 30.58% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,815 | 1,430 | 0.0% | 0.0% | 70 | +852 | 12.24% | Q2 2026 | Aug 14, 2026 |
| King Wealth Management Group | History | New | 7,588 | 1,389 | 0.15% | — | 71 | +7,588 | New | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Reduced | 7,410 | 1,355 | 0.0% | 0.0% | 72 | -43,059 | -85.32% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 7,255 | 1,327 | 0.0% | 0.0% | 73 | +133 | 1.87% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,028 | 1,313 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,100 | 1,299 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 7,100 | 1,299 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 6,211 | 1,136 | 0.0% | 0.0% | 77 | -1,982 | -24.19% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 6,021 | 1,101 | 0.0% | 0.0% | 78 | +1,000 | 19.92% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,015 | 1,100 | 0.01% | 0.02% | 79 | -2,630 | -30.42% | Q2 2026 | Jul 20, 2026 |
| MBL Wealth, LLC | History | No change | 5,937 | 1,086 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jump Financial, LLC | History | New | 5,910 | 1,081 | 0.01% | — | 81 | +5,910 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,706 | 1,044 | 0.0% | 0.0% | 82 | +2,963 | 108.02% | Q2 2026 | Jul 29, 2026 |
| Hamilton Capital, LLC | History | Added to | 5,620 | 1,028 | 0.05% | 0.04% | 83 | +513 | 10.05% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 5,484 | 1,003 | 0.01% | 0.01% | 84 | +32 | 0.59% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | Reduced | 5,480 | 1,002 | 0.0% | 0.0% | 85 | -1,130 | -17.1% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,393 | 986 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,331 | 983 | 0.0% | 0.0% | 87 | +336 | 6.73% | Q2 2026 | Jul 15, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,250 | 960 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 5,065 | 926 | 0.03% | 0.03% | 89 | -66 | -1.29% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 5,073 | 917 | 0.0% | 0.0% | 90 | +2,564 | 102.19% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 5,006 | 916 | 0.01% | 0.01% | 91 | +1,074 | 27.31% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,953 | 906 | 0.0% | — | 92 | +4,953 | New | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,928 | 901 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | Added to | 4,796 | 877 | 0.25% | 0.25% | 94 | +10 | 0.21% | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 4,765 | 871 | 0.06% | — | 95 | +4,765 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,526 | 828 | 0.0% | 0.0% | 96 | +1 | 0.02% | Q2 2026 | Jul 27, 2026 |
| MATAURO, LLC | History | Added to | 4,523 | 827 | 0.11% | 0.11% | 97 | +28 | 0.62% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,513 | 825 | 0.0% | 0.0% | 98 | -52 | -1.14% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 4,487 | 821 | 0.0% | 0.0% | 99 | +4 | 0.09% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,350 | 796 | 0.01% | 0.01% | 100 | -229 | -5.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 4,321 | 790 | 0.01% | 0.01% | 101 | +27 | 0.63% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,226 | 773 | 0.0% | 0.0% | 102 | +737 | 21.12% | Q2 2026 | Aug 13, 2026 |
| Kennondale Capital Management LLC | History | No change | 4,108 | 751 | 0.5% | 0.48% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,094 | 749 | 0.0% | 0.0% | 104 | -2,178 | -34.73% | Q2 2026 | Aug 07, 2026 |
| Arbor Investment Advisors, LLC | History | New | 4,092 | 748 | 0.08% | — | 106 | +4,092 | New | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 4,088 | 748 | 0.0% | 0.0% | 105 | +1,071 | 35.5% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,023 | 736 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,819 | 698 | 0.0% | 0.0% | 108 | -157 | -3.95% | Q2 2026 | Jul 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,765 | 689 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Windsor Advisory Group, LLC | History | New | 3,765 | 688 | 0.5% | — | 110 | +3,765 | New | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | Reduced | 3,740 | 684 | 0.25% | 0.26% | 111 | -80 | -2.09% | Q2 2026 | Jul 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 3,731 | 682 | 0.0% | 0.0% | 112 | -400 | -9.68% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 3,697 | 676 | 0.0% | 0.01% | 113 | -46 | -1.23% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 3,677 | 672 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 3,667 | 671 | 0.26% | 0.29% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | New | 3,652 | 668 | 0.02% | — | 116 | +3,652 | New | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 3,601 | 658 | 0.0% | 0.01% | 119 | -4,172 | -53.67% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,595 | 658 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,600 | 658 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 3,571 | 653 | 0.0% | 0.0% | 120 | +2,018 | 129.94% | Q2 2026 | Aug 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,439 | 629 | 0.01% | 0.01% | 121 | -99 | -2.8% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,406 | 623 | 0.0% | 0.0% | 122 | -61 | -1.76% | Q2 2026 | Aug 05, 2026 |
| Tidal Investments LLC | History | New | 3,348 | 612 | 0.0% | — | 123 | +3,348 | New | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 3,184 | 582 | 0.0% | 0.0% | 124 | +483 | 17.88% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,177 | 581 | 0.0% | 0.0% | 125 | +431 | 15.7% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Added to | 3,052 | 558 | 0.0% | 0.0% | 126 | +10 | 0.33% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 3,044 | 557 | 0.0% | 0.0% | 127 | +1,233 | 68.08% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 3,037 | 555 | 0.0% | 0.0% | 128 | +6 | 0.2% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,839 | 519 | 0.0% | 0.0% | 129 | +2,421 | 579.19% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 2,780 | 508 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,740 | 501 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,362 | 490 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,511 | 459 | 0.01% | 0.01% | 133 | +1,040 | 70.7% | Q2 2026 | Jul 23, 2026 |
| ProShare Advisors LLC | History | Added to | 2,412 | 441 | 0.0% | 0.0% | 134 | +91 | 3.92% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,384 | 436 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,354 | 430 | 0.01% | 0.01% | 136 | +22 | 0.94% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,323 | 425 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | Reduced | 2,233 | 408 | 0.11% | 0.11% | 138 | -2 | -0.09% | Q2 2026 | Jul 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 2,188 | 400 | 0.0% | 0.0% | 140 | +578 | 35.9% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,187 | 400 | 0.0% | 0.0% | 139 | -30 | -1.35% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,140 | 391 | 0.0% | 0.0% | 141 | -6,887 | -76.29% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,128 | 389 | 0.09% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,088 | 382 | 0.0% | — | 143 | +2,088 | New | Q2 2026 | Aug 19, 2026 |
| Ballentine Partners, LLC | History | No change | 2,086 | 381 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,079 | 380 | 0.0% | — | 146 | +2,079 | New | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,077 | 380 | 0.01% | 0.01% | 145 | -8 | -0.38% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,061 | 377 | 0.0% | 0.0% | 147 | +75 | 3.78% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,036 | 372 | 0.0% | 0.0% | 149 | +23 | 1.14% | Q2 2026 | Aug 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,038 | 372 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 2,015 | 368 | 0.1% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 1,993 | 364 | 0.0% | 0.0% | 151 | +394 | 24.64% | Q2 2026 | Aug 06, 2026 |
| DRW Securities, LLC | History | Added to | 1,969 | 360 | 0.01% | 0.0% | 152 | +184 | 10.31% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,968 | 360 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,970 | 360 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | New | 1,967 | 359 | 0.0% | — | 156 | +1,967 | New | Q2 2026 | Aug 14, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 1,966 | 359 | 0.06% | 0.06% | 155 | +13 | 0.67% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 1,946 | 356 | 0.0% | 0.01% | 157 | -362 | -15.68% | Q2 2026 | Jul 22, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,936 | 354 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atom Investors LP | History | New | 1,911 | 349 | 0.03% | — | 159 | +1,911 | New | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,898 | 347 | 0.0% | 0.0% | 160 | +14 | 0.74% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,868 | 341 | 0.01% | 0.01% | 161 | +1 | 0.05% | Q2 2026 | Jul 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,844 | 337 | 0.0% | 0.0% | 162 | +4 | 0.22% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,832 | 335 | 0.0% | 0.0% | 163 | -544 | -22.9% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,823 | 333 | 0.0% | 0.0% | 164 | +28 | 1.56% | Q2 2026 | Aug 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,791 | 327 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 1,751 | 320 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | New | 1,717 | 314 | 0.07% | — | 167 | +1,717 | New | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,676 | 306 | 0.0% | 0.0% | 168 | -739 | -30.6% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,657 | 303 | 0.0% | 0.0% | 169 | +20 | 1.22% | Q2 2026 | Jul 22, 2026 |
| XPONANCE LLC | History | Added to | 1,637 | 299 | 0.0% | 0.0% | 171 | +214 | 15.04% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,636 | 299 | 0.02% | 0.02% | 170 | -6 | -0.37% | Q2 2026 | Jul 30, 2026 |
| Plan A Wealth LLC | History | No change | 1,625 | 297 | 0.13% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,567 | 286 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 1,562 | 285 | 0.1% | 0.11% | 174 | +109 | 7.5% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,543 | 282 | 0.0% | 0.0% | 175 | -6,184 | -80.03% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,540 | 281 | 0.01% | 0.01% | 176 | +300 | 24.19% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | New | 1,523 | 278 | 0.0% | — | 177 | +1,523 | New | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,511 | 276 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,500 | 274 | 0.0% | 0.0% | 179 | -928 | -38.22% | Q2 2026 | Aug 10, 2026 |
| Fruth Investment Management | History | No change | 1,500 | 274 | 0.07% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,467 | 268 | 0.0% | 0.0% | 181 | -3 | -0.2% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,440 | 263 | 0.0% | 0.0% | 182 | +11 | 0.77% | Q2 2026 | Jul 17, 2026 |
| Aquatic Capital Management LLC | History | New | 1,432 | 262 | 0.01% | — | 183 | +1,432 | New | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,414 | 258 | 0.01% | — | 184 | +1,414 | New | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | Added to | 1,379 | 252 | 0.01% | 0.01% | 185 | +1 | 0.07% | Q2 2026 | Aug 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,376 | 251 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,370 | 250 | 0.0% | 0.0% | 187 | +499 | 57.29% | Q2 2026 | Aug 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 1,313 | 240 | 0.05% | 0.06% | 189 | -328 | -19.99% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,305 | 240 | 0.0% | 0.0% | 188 | +114 | 9.57% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,311 | 239 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 1,310 | 239 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 1,220 | 223 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 1,100 | 201 | 0.0% | — | 193 | +1,100 | New | Q2 2026 | Aug 25, 2026 |
| Gryphon Financial Partners LLC | History | New | 1,100 | 201 | 0.02% | — | 194 | +1,100 | New | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,067 | 195 | 0.02% | 0.02% | 195 | +12 | 1.14% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,054 | 192 | 0.0% | 0.0% | 196 | +304 | 40.53% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | New | 1,037 | 189 | 0.0% | — | 197 | +1,037 | New | Q2 2026 | Sep 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 947 | 173 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 880 | 161 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 856 | 156 | 0.0% | 0.0% | 200 | -856 | -50.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 719 | 132 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 693 | 126 | 0.0% | 0.0% | 202 | +136 | 24.42% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 610 | 114 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 578 | 105 | 0.0% | 0.0% | 204 | +10 | 1.76% | Q2 2026 | Jul 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 498 | 91 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 476 | 87 | 0.0% | 0.0% | 206 | +180 | 60.81% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | New | 408 | 74 | 0.02% | — | 208 | +408 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 459 | 74 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 342 | 62 | 0.0% | 0.0% | 209 | -150 | -30.49% | Q2 2026 | Jul 28, 2026 |
| Covestor Ltd | History | Added to | 316 | 58 | 0.03% | 0.0% | 210 | +312 | 7800.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 54 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 282 | 51 | 0.0% | 0.0% | 212 | -5 | -1.74% | Q2 2026 | Aug 12, 2026 |
| Mechanics Financial Corp | History | No change | 275 | 50 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 271 | 49 | 0.0% | 0.0% | 214 | +241 | 803.33% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 262 | 47 | 0.0% | 0.0% | 215 | +160 | 156.86% | Q2 2026 | Jul 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 236 | 43 | 0.0% | 0.0% | 216 | +98 | 71.01% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 234 | 42 | 0.0% | 0.0% | 217 | +32 | 15.84% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | Added to | 221 | 40 | 0.01% | — | 218 | +218 | 7266.67% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 198 | 36 | 0.0% | — | 219 | +198 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 195 | 35 | 0.0% | 0.0% | 220 | +35 | 21.88% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 164 | 30 | 0.0% | 0.0% | 221 | +11 | 7.19% | Q2 2026 | Aug 17, 2026 |
| Caldwell Trust Co | History | No change | 166 | 30 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 152 | 27 | 0.0% | 0.0% | 223 | +109 | 253.49% | Q2 2026 | Jul 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 140 | 25 | 0.0% | 0.0% | 224 | +57 | 68.67% | Q2 2026 | Jul 17, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 130 | 24 | 0.0% | 0.0% | 225 | -25 | -16.13% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 124 | 22 | 0.0% | 0.0% | 226 | -4 | -3.13% | Q2 2026 | Jul 24, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 118 | 21 | 0.0% | 0.0% | 227 | +24 | 25.53% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | New | 110 | 20 | 0.0% | — | 229 | +110 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 112 | 20 | 0.0% | 0.0% | 228 | +7 | 6.67% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 92 | 16 | 0.0% | 0.0% | 231 | -1,560 | -94.43% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 90 | 16 | 0.0% | 0.0% | 230 | +5 | 5.88% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 61 | 11 | 0.0% | 0.0% | 232 | -5 | -7.58% | Q2 2026 | Aug 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 64 | 11 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 50 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 37 | 6 | 0.0% | — | 235 | +35 | 1750.0% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 34 | 6 | 0.0% | 0.0% | 236 | +3 | 9.68% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 22 | 4 | 0.0% | 0.0% | 238 | +4 | 22.22% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | Added to | 23 | 4 | 0.0% | 0.0% | 239 | +4 | 21.05% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 27 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 21 | 3 | 0.0% | — | 243 | +21 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 20 | 3 | 0.0% | 0.0% | 241 | +11 | 122.22% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 242 | +3 | 21.43% | Q2 2026 | Aug 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Signature Equity Partners, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 11 | 1 | 0.0% | — | 254 | +11 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 6 | 1 | 0.0% | — | 253 | +6 | New | Q2 2026 | Jul 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 10 | 1 | 0.0% | 0.0% | 249 | +1 | 11.11% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Added to | 10 | 1 | 0.0% | 0.0% | 252 | +1 | 11.11% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -23,198 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -16,932 | -100.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,218 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,798 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,228 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.22% | — | -3,534 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,384 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,777 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,526 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,325 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,940 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,833 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,407 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 16, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 28, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 30, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |