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 | No change | 2,589,288 | 473,813 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 1,145,746 | 204,698 | 5.55% | 5.78% | 2 | +17,824 | 1.58% | Q3 2026 | Oct 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,004,211 | 183,760 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 873,685 | 159,875 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 732,031 | 133,954 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 555,935 | 99,324 | 0.02% | 0.02% | 6 | +31,746 | 6.06% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 427,073 | 78,164 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 189,059 | 34,595 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 177,490 | 32,478 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 128,932 | 23,035 | 0.0% | 0.0% | 10 | -322 | -0.25% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 125,412 | 22,949 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 107,494 | 19,670 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 77,729 | 13,887 | 0.01% | 0.01% | 13 | -126 | -0.16% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 67,816 | 12,409 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 55,361 | 10,130 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 54,198 | 9,917 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 50,826 | 9,300 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 49,761 | 9,105 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 45,028 | 8,239 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 44,072 | 8,064 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 39,432 | 7,215 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 37,638 | 6,887 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 32,600 | 5,965 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 32,265 | 5,904 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 28,242 | 5,168 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 27,822 | 5,091 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 27,637 | 5,057 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 27,170 | 4,971 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 27,044 | 4,948 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,763 | 4,897 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 26,642 | 4,876 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 23,260 | 4,156 | 0.48% | 0.5% | 32 | +137 | 0.59% | Q3 2026 | Nov 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 22,618 | 4,139 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 19,584 | 3,584 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 18,989 | 3,474 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 18,240 | 3,337 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,001 | 3,269 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,800 | 3,257 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,565 | 3,214 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,337 | 3,114 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,743 | 3,063 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,948 | 2,849 | 0.05% | 0.05% | 42 | -22 | -0.14% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 15,502 | 2,836 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,980 | 2,558 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 13,400 | 2,452 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 13,016 | 2,379 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 12,946 | 2,312 | 0.0% | 0.0% | 47 | -62 | -0.48% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,726 | 2,145 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 11,532 | 2,060 | 0.0% | 0.0% | 49 | -5,672 | -32.97% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,020 | 2,016 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,340 | 1,847 | 0.0% | 0.0% | 51 | -236 | -2.23% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 10,011 | 1,832 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 9,945 | 1,819 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,876 | 1,807 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 9,199 | 1,683 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 9,000 | 1,646 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,058 | 1,618 | 0.11% | 0.12% | 57 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Colonial Trust Advisors | History | No change | 8,797 | 1,609 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,690 | 1,590 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,586 | 1,571 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 8,668 | 1,548 | 0.02% | 0.02% | 61 | +407 | 4.93% | Q3 2026 | Nov 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,384 | 1,534 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 8,373 | 1,532 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,067 | 1,476 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,066 | 1,475 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,063 | 1,475 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 8,028 | 1,469 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 8,141 | 1,454 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,950 | 1,454 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,815 | 1,430 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| King Wealth Management Group | History | No change | 7,588 | 1,389 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 7,410 | 1,355 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 7,255 | 1,327 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,100 | 1,299 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,900 | 1,232 | 0.02% | 0.02% | 75 | -200 | -2.82% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,626 | 1,182 | 0.0% | 0.0% | 76 | +1,295 | 24.29% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,211 | 1,136 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,021 | 1,101 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jump Financial, LLC | History | No change | 5,910 | 1,081 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 5,936 | 1,060 | 0.06% | 0.07% | 80 | -1 | -0.02% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,907 | 1,055 | 0.0% | 0.0% | 81 | +201 | 3.52% | Q3 2026 | Nov 02, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 5,802 | 1,036 | 0.0% | — | 82 | +5,802 | New | Q3 2026 | Nov 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 5,790 | 1,034 | 0.16% | 0.16% | 83 | +3,010 | 108.27% | Q3 2026 | Oct 28, 2026 |
| Hamilton Capital, LLC | History | No change | 5,620 | 1,004 | 0.06% | 0.05% | 84 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BARCLAYS PLC | History | No change | 5,480 | 1,002 | 0.0% | 0.0% | 85 | 0 | 0.0% | 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 |
| Cypress Wealth Services, LLC | History | No change | 5,250 | 946 | 0.11% | 0.12% | 87 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 5,065 | 926 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,073 | 917 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,006 | 916 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,953 | 906 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,928 | 901 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 5,036 | 899 | 0.01% | 0.01% | 93 | -448 | -8.17% | Q3 2026 | Oct 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 4,765 | 871 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | Added to | 4,805 | 858 | 0.25% | 0.25% | 95 | +9 | 0.19% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 4,513 | 825 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 4,587 | 819 | 0.0% | 0.0% | 97 | +100 | 2.23% | Q3 2026 | Nov 03, 2026 |
| MATAURO, LLC | History | Added to | 4,550 | 812 | 0.1% | 0.11% | 98 | +27 | 0.6% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,493 | 803 | 0.0% | 0.0% | 99 | -33 | -0.73% | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,226 | 773 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,260 | 761 | 0.01% | 0.01% | 101 | -90 | -2.07% | Q3 2026 | Oct 23, 2026 |
| Kennondale Capital Management LLC | History | No change | 4,108 | 751 | 0.5% | 0.5% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 4,094 | 749 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,088 | 748 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,148 | 741 | 0.01% | 0.01% | 105 | -173 | -4.0% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,023 | 736 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 4,022 | 718 | 0.01% | — | 107 | +4,022 | New | Q3 2026 | Oct 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,765 | 689 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Windsor Advisory Group, LLC | History | No change | 3,765 | 688 | 0.5% | 0.5% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 3,830 | 684 | 0.0% | 0.0% | 110 | +11 | 0.29% | Q3 2026 | Nov 03, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 3,731 | 682 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 3,697 | 676 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 3,667 | 671 | 0.26% | 0.26% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 3,652 | 668 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,595 | 658 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,600 | 658 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 3,601 | 658 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 3,571 | 653 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,646 | 651 | 0.01% | 0.01% | 119 | -31 | -0.84% | Q3 2026 | Oct 29, 2026 |
| Creekside Partners | History | Reduced | 3,640 | 650 | 0.24% | 0.25% | 120 | -100 | -2.67% | Q3 2026 | Nov 04, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,630 | 648 | 0.01% | 0.01% | 121 | +1,276 | 54.21% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 3,439 | 629 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 3,348 | 612 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,424 | 611 | 0.01% | 0.01% | 124 | -2,591 | -43.08% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,266 | 583 | 0.0% | 0.0% | 125 | -140 | -4.11% | Q3 2026 | Nov 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,184 | 582 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,177 | 568 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,044 | 557 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 3,037 | 555 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | New | 3,080 | 550 | 0.0% | — | 130 | +3,080 | New | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 3,052 | 545 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Berkshire Money Management, Inc. | History | New | 3,034 | 542 | 0.05% | — | 132 | +3,034 | New | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,839 | 519 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,362 | 490 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,740 | 489 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,487 | 444 | 0.01% | 0.01% | 136 | -24 | -0.96% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,329 | 416 | 0.0% | 0.0% | 137 | -55 | -2.31% | Q3 2026 | Oct 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,323 | 415 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,318 | 414 | 0.0% | 0.0% | 139 | -94 | -3.9% | Q3 2026 | Oct 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,187 | 400 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,188 | 400 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sensible Money, LLC | History | Added to | 2,236 | 399 | 0.1% | 0.11% | 142 | +3 | 0.13% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,140 | 391 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,128 | 389 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 2,156 | 385 | 0.0% | 0.0% | 145 | +633 | 41.56% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,088 | 382 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ballentine Partners, LLC | History | No change | 2,086 | 381 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 2,077 | 380 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,079 | 380 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,061 | 377 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,038 | 372 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,036 | 372 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 1,993 | 364 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DRW Securities, LLC | History | No change | 1,969 | 360 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 2,015 | 360 | 0.09% | 0.1% | 155 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,970 | 360 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 1,967 | 359 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 1,966 | 359 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 1,946 | 356 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atom Investors LP | History | No change | 1,911 | 349 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,936 | 346 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,959 | 344 | 0.01% | 0.01% | 162 | -9 | -0.46% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,921 | 343 | 0.0% | 0.0% | 163 | +23 | 1.21% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 1,832 | 335 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,868 | 333 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,856 | 331 | 0.0% | 0.0% | 166 | +12 | 0.65% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,825 | 326 | 0.0% | 0.0% | 167 | +2 | 0.11% | Q3 2026 | Oct 20, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 1,751 | 320 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,791 | 319 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BankPlus Trust Department | History | No change | 1,717 | 314 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,676 | 306 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,636 | 292 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Plan A Wealth LLC | History | No change | 1,625 | 290 | 0.1% | 0.13% | 173 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,609 | 287 | 0.0% | 0.0% | 174 | -48 | -2.9% | Q3 2026 | Oct 23, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 1,562 | 285 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| XPONANCE LLC | History | Reduced | 1,587 | 283 | 0.0% | 0.0% | 176 | -50 | -3.05% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 1,543 | 282 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,540 | 281 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 1,567 | 279 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,511 | 276 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,500 | 267 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Fruth Investment Management | History | No change | 1,500 | 267 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,478 | 264 | 0.0% | 0.0% | 183 | +11 | 0.75% | Q3 2026 | Nov 02, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,440 | 263 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,432 | 262 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,370 | 250 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Added to | 1,380 | 246 | 0.01% | 0.01% | 187 | +1 | 0.07% | Q3 2026 | Nov 03, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 1,376 | 245 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,305 | 240 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 1,310 | 239 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,311 | 234 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,255 | 224 | 0.01% | 0.01% | 192 | -159 | -11.24% | Q3 2026 | Oct 28, 2026 |
| SouthState Bank Corp | History | No change | 1,220 | 223 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,054 | 192 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,068 | 190 | 0.02% | 0.02% | 195 | +1 | 0.09% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 1,037 | 189 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 947 | 173 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 880 | 161 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 856 | 156 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balance Wealth Partners LLC | History | New | 835 | 149 | 0.04% | — | 200 | +835 | New | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 719 | 128 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 687 | 122 | 0.0% | 0.0% | 202 | -6 | -0.87% | Q3 2026 | Oct 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 610 | 108 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Added to | 579 | 103 | 0.0% | 0.0% | 204 | +1 | 0.17% | Q3 2026 | Oct 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 498 | 91 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 501 | 89 | 0.01% | 0.0% | 206 | +239 | 91.22% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 476 | 87 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 408 | 72 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 331 | 59 | 0.0% | 0.0% | 209 | -11 | -3.22% | Q3 2026 | Oct 22, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 54 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 282 | 51 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 271 | 49 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 255 | 45 | 0.0% | 0.0% | 213 | +235 | 1175.0% | Q3 2026 | Oct 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 236 | 43 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mechanics Financial Corp | History | Reduced | 238 | 42 | 0.02% | 0.02% | 215 | -37 | -13.45% | Q3 2026 | Nov 05, 2026 |
| Avion Wealth | History | No change | 221 | 39 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 198 | 36 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 195 | 35 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 164 | 30 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Livelsberger Financial Advisory | History | New | 161 | 28 | 0.15% | — | 221 | +161 | New | Q3 2026 | Oct 27, 2026 |
| Caldwell Trust Co | History | Reduced | 161 | 28 | 0.0% | 0.0% | 220 | -5 | -3.01% | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 151 | 27 | 0.02% | 0.03% | 222 | -165 | -52.22% | Q3 2026 | Oct 30, 2026 |
| Laurel Wealth Advisors LLC | History | New | 154 | 27 | 0.0% | — | 223 | +154 | New | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 146 | 26 | 0.0% | 0.0% | 224 | +6 | 4.29% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 131 | 23 | 0.0% | 0.0% | 225 | +7 | 5.65% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 116 | 21 | 0.0% | 0.0% | 226 | -14 | -10.77% | Q3 2026 | Oct 22, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 118 | 21 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 113 | 20 | 0.0% | 0.0% | 229 | -39 | -25.66% | Q3 2026 | Oct 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 112 | 20 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 110 | 20 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 109 | 19 | 0.0% | — | 231 | +109 | New | Q3 2026 | Oct 21, 2026 |
| STRS OHIO | History | New | 100 | 17 | 0.0% | — | 232 | +100 | New | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 90 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 92 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 64 | 11 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 61 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 50 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 41 | 7 | 0.0% | 0.0% | 238 | +7 | 20.59% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 38 | 6 | 0.0% | 0.0% | 239 | +1 | 2.7% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | New | 33 | 5 | 0.0% | — | 241 | +33 | New | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 24 | 4 | 0.0% | 0.0% | 243 | +9 | 60.0% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 27 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 16 | 2 | 0.0% | — | 254 | +16 | New | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | New | 15 | 2 | 0.0% | — | 250 | +15 | New | Q3 2026 | Nov 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 15 | 2 | 0.0% | 0.0% | 248 | +7 | 87.5% | Q3 2026 | Oct 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 12 | 2 | 0.0% | 0.0% | 251 | +6 | 100.0% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 12 | 2 | 0.0% | 0.0% | 249 | +2 | 20.0% | Q3 2026 | Nov 03, 2026 |
| Ares Financial Consulting, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Signature Equity Partners, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 11 | 1 | 0.0% | 0.0% | 256 | +1 | 10.0% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,092 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,313 | -100.0% | Q3 2026 | Nov 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Gryphon Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,100 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Hughes Financial Services, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |