Proto Labs Inc - PRLB
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 | 3,896,222 | 317,581 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | No change | 2,380,514 | 194,035 | 3.29% | 3.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,599,765 | 130,396 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,152,305 | 93,921 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 1,138,462 | 92,796 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,054,623 | 85,962 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 619,845 | 50,523 | 2.27% | 2.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 614,028 | 50,059 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 469,251 | 38,248 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 457,810 | 37,316 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 442,659 | 36,081 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 440,816 | 35,930 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 420,059 | 34,239 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 403,179 | 32,863 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 370,151 | 30,171 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 354,188 | 28,869 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 314,778 | 25,657 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 288,120 | 23,484 | 7.29% | 7.29% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 284,562 | 23,194 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 224,792 | 18,322 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 224,717 | 17,930 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 211,366 | 17,228 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 203,883 | 16,506 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 191,594 | 15,616 | 0.36% | 0.36% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 188,539 | 15,367 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 180,713 | 14,729 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 157,987 | 12,877 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 150,427 | 12,261 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 143,782 | 11,719 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 135,136 | 11,014 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 125,997 | 10,270 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 120,473 | 9,819 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAGNON SECURITIES LLC | History | No change | 116,283 | 9,478 | 1.83% | 1.83% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 108,964 | 8,881 | 0.43% | 0.43% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rubric Capital Management LP | History | No change | 108,692 | 8,859 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 108,421 | 8,837 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 99,186 | 8,076 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 98,825 | 8,055 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 97,304 | 7,931 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 95,645 | 7,796 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 92,960 | 7,577 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 79,056 | 6,443 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 69,786 | 5,688 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 65,799 | 5,363 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,044 | 5,301 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Informed Momentum Co LLC | History | No change | 64,803 | 5,282 | 0.47% | 0.47% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 57,970 | 4,725 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 56,739 | 4,624 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 55,415 | 4,516 | 1.62% | 1.62% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,096 | 4,490 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 53,319 | 4,346 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 52,989 | 4,319 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 47,700 | 3,888 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 45,776 | 3,731 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 42,798 | 3,488 | 0.18% | 0.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 3,423 | 0.79% | 0.79% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,013 | 3,180 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 38,728 | 3,156 | 0.87% | 0.87% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 37,033 | 3,018 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 36,695 | 2,991 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 36,457 | 2,971 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARK Investment Management LLC | History | No change | 35,418 | 2,886 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 35,011 | 2,853 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 33,760 | 2,751 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 33,683 | 2,745 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 32,730 | 2,667 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 32,144 | 2,620 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 31,308 | 2,551 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | No change | 31,000 | 2,526 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 30,839 | 2,513 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 27,044 | 2,204 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 27,000 | 2,200 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 26,780 | 2,182 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 25,476 | 2,076 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,119 | 2,047 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 24,633 | 2,007 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,699 | 2,004 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,075 | 1,962 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 21,965 | 1,790 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 21,274 | 1,734 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 21,132 | 1,722 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 22,459 | 1,686 | 0.56% | 0.56% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Capital Management LLC | History | No change | 20,068 | 1,635 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,946 | 1,625 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,640 | 1,576 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,000 | 1,549 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 18,885 | 1,539 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 18,166 | 1,480 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 16,921 | 1,379 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,856 | 1,373 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 16,439 | 1,339 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 16,370 | 1,334 | 0.13% | 0.13% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,935 | 1,298 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 14,219 | 1,158 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,086 | 1,148 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 13,991 | 1,140 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SG Americas Securities, LLC | History | No change | 13,311 | 1,085 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 13,194 | 1,075 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,028 | 1,061 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | No change | 12,966 | 1,056 | 0.4% | 0.4% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amundi | History | No change | 12,941 | 1,054 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 12,881 | 1,049 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 12,869 | 1,048 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 12,734 | 1,037 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 12,427 | 1,012 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 12,369 | 1,008 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 12,300 | 1,002 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Assenagon Asset Management S.A. | History | No change | 12,238 | 997 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Jupiter Topco LLC | History | No change | 12,216 | 996 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 11,990 | 977 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 11,795 | 961 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 11,683 | 952 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,225 | 914 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 11,219 | 914 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,114 | 905 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 11,017 | 897 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 10,871 | 886 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 10,865 | 885 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 10,710 | 872 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,603 | 864 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 10,441 | 851 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 10,400 | 847 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALPS ADVISORS INC | History | No change | 10,360 | 844 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,302 | 839 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 815 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 10,000 | 815 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,930 | 809 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,864 | 804 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 9,854 | 803 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,500 | 774 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,469 | 771 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 9,335 | 760 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,155 | 745 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,101 | 741 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 8,490 | 692 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,046 | 655 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perpetual Ltd | History | No change | 8,006 | 652 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 7,976 | 650 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 7,523 | 613 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,186 | 585 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,086 | 577 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 7,000 | 570 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 6,832 | 556 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arizona State Retirement System | History | No change | 6,560 | 534 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 6,399 | 522 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,360 | 518 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 6,205 | 505 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,920 | 483 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CenterBook Partners LP | History | No change | 5,880 | 479 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 5,642 | 459 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,617 | 457 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,452 | 444 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,410 | 440 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,397 | 439 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,286 | 430 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,100 | 415 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,082 | 414 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 5,045 | 411 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,040 | 410 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 4,997 | 407 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,846 | 394 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turner Financial Group, Inc. | History | No change | 4,843 | 394 | 0.39% | 0.39% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,794 | 390 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,535 | 369 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 4,500 | 366 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 4,181 | 340 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,993 | 325 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,847 | 314 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethic Inc. | History | No change | 3,768 | 307 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,730 | 304 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | No change | 3,574 | 291 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WINTON GROUP Ltd | History | No change | 3,537 | 288 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,463 | 282 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 3,438 | 280 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 3,400 | 277 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 3,305 | 269 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,136 | 255 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,135 | 255 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centiva Capital, LP | History | No change | 3,111 | 253 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 3,010 | 245 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,998 | 244 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Leonteq Securities AG | History | No change | 3,000 | 244 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,980 | 242 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 2,883 | 234 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 2,846 | 231 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,812 | 229 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 2,725 | 222 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 2,660 | 216 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,517 | 205 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,507 | 204 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Massar Capital Management, LP | History | No change | 2,469 | 201 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,012 | 190 | 0.0% | 0.0% | 192 | +393 | 24.27% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,190 | 178 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,970 | 160 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 10,764 | 157 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,907 | 155 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,907 | 155 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,337 | 126 | 0.0% | 0.0% | 198 | +118 | 9.68% | Q3 2026 | Oct 08, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,513 | 123 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,372 | 111 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,288 | 103 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 684 | 55 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 661 | 53 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 565 | 46 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 562 | 45 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 531 | 43 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 429 | 40 | 0.0% | 0.0% | 207 | -19 | -4.24% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | No change | 486 | 39 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 475 | 38 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 451 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 389 | 31 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 377 | 30 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 345 | 28 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 350 | 28 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 232 | 18 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 210 | 17 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 208 | 16 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 198 | 16 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hoese & Co LLP | History | No change | 200 | 16 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 176 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 181 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 155 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 145 | 11 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 143 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 135 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 138 | 11 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 130 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 128 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 103 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 102 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 85 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 76 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 75 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 68 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 50 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ares Financial Consulting, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBH Bank | History | No change | 59 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 42 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 30 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST HORIZON CORP | History | No change | 14 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fulcrum Asset Management LLP | History | No change | 18 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Manchester Capital Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Davis Capital Management | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Torren Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |