PRUDENTIAL PLC - PUK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 5,008,698 | 134,283 | 0.01% | 0.01% | 1 | -95,859 | -1.88% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 3,461,802 | 92,810 | 0.0% | 0.01% | 2 | -599,561 | -14.76% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,297,386 | 88,402 | 0.01% | 0.01% | 3 | -1,173,244 | -26.24% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,685,352 | 71,994 | 0.03% | 0.04% | 4 | +288,000 | 12.01% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,653,708 | 71,125 | 0.01% | 0.02% | 5 | -172,393 | -6.1% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,644,705 | 70,904 | 0.01% | 0.01% | 6 | -106,608 | -3.87% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,689,218 | 45,287 | 0.49% | 0.46% | 7 | +368,067 | 27.86% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,408,777 | 37,769 | 0.0% | 0.0% | 8 | +100,784 | 7.71% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | New | 1,242,524 | 33,312 | 0.03% | — | 9 | +1,242,524 | New | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,149,155 | 30,808 | 0.0% | 0.0% | 10 | -239,525 | -17.25% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | Added to | 898,196 | 24,080 | 0.02% | 0.0% | 11 | +774,617 | 626.82% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 671,208 | 17,994 | 0.0% | 0.0% | 12 | +170,935 | 34.17% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 633,220 | 16,976 | 0.01% | 0.01% | 13 | -20,495 | -3.14% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 520,734 | 13,960 | 0.02% | 0.03% | 14 | -117,782 | -18.45% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 366,008 | 9,812 | 0.0% | 0.0% | 15 | +298,080 | 438.82% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 322,457 | 8,645 | 0.0% | 0.0% | 16 | +182,239 | 129.97% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Added to | 311,826 | 8,360 | 0.0% | 0.0% | 17 | +311,144 | 45622.29% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 304,608 | 8,111 | 0.0% | 0.0% | 18 | -499,401 | -62.11% | Q2 2026 | Aug 12, 2026 |
| ABC ARBITRAGE SA | History | New | 288,740 | 7,741 | 0.84% | — | 19 | +288,740 | New | Q2 2026 | Jul 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 276,366 | 7,409 | 0.01% | 0.01% | 20 | +23,189 | 9.16% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 245,676 | 6,586 | 0.01% | 0.01% | 21 | -5,373 | -2.14% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 241,885 | 6,484 | 0.02% | 0.02% | 22 | +23,007 | 10.51% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 234,781 | 6,295 | 0.0% | 0.0% | 23 | +3,588 | 1.55% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 218,934 | 5,869 | 0.0% | 0.0% | 24 | -15,517 | -6.62% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 210,711 | 5,649 | 0.0% | 0.0% | 25 | +17,986 | 9.33% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 209,476 | 5,616 | 0.0% | 0.0% | 26 | -47,580 | -18.51% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 206,351 | 5,532 | 0.01% | — | 27 | +206,351 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 202,932 | 5,440 | 0.0% | 0.0% | 28 | -36,344 | -15.19% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 184,961 | 4,958 | 0.07% | 0.08% | 29 | +12,388 | 7.18% | Q2 2026 | Jul 08, 2026 |
| XTX Topco Ltd | History | Added to | 157,062 | 4,210 | 0.05% | 0.06% | 30 | +35,905 | 29.64% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 156,522 | 4,196 | 0.0% | 0.0% | 31 | +15,594 | 11.07% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 155,657 | 4,173 | 0.0% | 0.0% | 32 | +92,016 | 144.59% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 153,633 | 4,118 | 0.03% | 0.06% | 33 | -38,570 | -20.07% | Q2 2026 | Jul 14, 2026 |
| Vident Advisory, LLC | History | Added to | 144,558 | 3,875 | 0.03% | 0.01% | 34 | +119,403 | 474.67% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 141,126 | 3,783 | 0.0% | 0.0% | 35 | +108,970 | 338.88% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 118,987 | 3,190 | 0.0% | 0.0% | 36 | +55,935 | 88.71% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 114,902 | 3,080 | 0.01% | 0.02% | 37 | -4,362 | -3.66% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 114,115 | 3,059 | 0.0% | 0.01% | 38 | -32,456 | -22.14% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 111,517 | 2,989 | 0.01% | 0.0% | 39 | +58,153 | 108.97% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 108,449 | 2,907 | 0.03% | 0.02% | 40 | +36,534 | 50.8% | Q2 2026 | Aug 03, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 102,721 | 2,753 | 0.04% | 0.02% | 41 | +58,445 | 132.0% | Q2 2026 | Jul 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 101,451 | 2,719 | 0.04% | 0.04% | 42 | -741 | -0.73% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 100,445 | 2,692 | 0.0% | 0.0% | 43 | +8,958 | 9.79% | Q2 2026 | Aug 06, 2026 |
| Madison Asset Management, LLC | History | Reduced | 88,248 | 2,365 | 0.03% | 0.03% | 44 | -418 | -0.47% | Q2 2026 | Aug 10, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 86,423 | 2,317 | 0.38% | 0.17% | 45 | +52,521 | 154.92% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 84,420 | 2,263 | 0.02% | 0.02% | 46 | +12,572 | 17.5% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 82,033 | 2,199 | 0.0% | 0.0% | 47 | -13,971 | -14.55% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 81,976 | 2,197 | 0.0% | 0.0% | 48 | -1,479 | -1.77% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 76,144 | 2,164 | 0.0% | — | 49 | +76,144 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 78,318 | 2,099 | 0.0% | 0.0% | 50 | +37,048 | 89.77% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 76,754 | 2,057 | 0.0% | 0.0% | 51 | +37,473 | 95.4% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 74,979 | 2,010 | 0.03% | 0.03% | 52 | +13,568 | 22.09% | Q2 2026 | Jul 29, 2026 |
| WINTON GROUP Ltd | History | Added to | 70,500 | 1,890 | 0.06% | 0.01% | 53 | +55,600 | 373.15% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 67,912 | 1,820 | 0.0% | 0.0% | 54 | +28,933 | 74.23% | Q2 2026 | Aug 07, 2026 |
| Brooklyn Investment Group | History | No change | 62,492 | 1,776 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 64,881 | 1,739 | 0.01% | 0.01% | 56 | +27,298 | 72.63% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 57,789 | 1,549 | 0.0% | 0.0% | 57 | -15,765 | -21.43% | Q2 2026 | Aug 19, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 55,165 | 1,478 | 0.01% | 0.01% | 58 | -3,459 | -5.9% | Q2 2026 | Jul 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 53,329 | 1,429 | 0.04% | 0.05% | 59 | -2,634 | -4.71% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 52,806 | 1,415 | 0.0% | 0.0% | 60 | +196 | 0.37% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Added to | 51,421 | 1,378 | 0.0% | 0.0% | 61 | +18,552 | 56.44% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | Reduced | 48,797 | 1,308 | 0.03% | 0.03% | 62 | -222 | -0.45% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 48,685 | 1,305 | 0.0% | 0.0% | 63 | +7,394 | 17.91% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 47,808 | 1,281 | 0.01% | 0.01% | 64 | -920 | -1.89% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,150 | 1,228 | 0.0% | 0.0% | 65 | +6,877 | 17.51% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | New | 45,065 | 1,208 | 0.18% | — | 66 | +45,065 | New | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 41,869 | 1,122 | 0.01% | 0.01% | 67 | +9,604 | 29.77% | Q2 2026 | Aug 11, 2026 |
| Manske Wealth Management | History | Added to | 41,334 | 1,108 | 0.28% | 0.32% | 68 | +521 | 1.28% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | Added to | 38,234 | 1,059 | 0.0% | 0.0% | 69 | +16,710 | 77.63% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 35,433 | 949 | 0.01% | 0.01% | 70 | +4,222 | 13.53% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 35,013 | 938 | 0.0% | 0.0% | 71 | +7,552 | 27.5% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 33,329 | 893 | 0.01% | — | 73 | +33,329 | New | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 33,314 | 893 | 0.01% | 0.02% | 72 | -8,698 | -20.7% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 33,035 | 885 | 0.03% | 0.03% | 74 | -173 | -0.52% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,812 | 879 | 0.0% | 0.0% | 75 | +4,490 | 15.85% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 32,683 | 876 | 0.05% | 0.04% | 76 | -106 | -0.32% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 32,568 | 873 | 0.0% | 0.0% | 77 | -21 | -0.06% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,784 | 825 | 0.01% | 0.01% | 78 | +336 | 1.1% | Q2 2026 | Jul 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 30,202 | 809 | 0.01% | 0.01% | 79 | +5,047 | 20.06% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 30,131 | 807 | 0.0% | 0.0% | 80 | +3,017 | 11.13% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 29,920 | 802 | 0.01% | 0.01% | 81 | -7 | -0.02% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,017 | 759 | 0.0% | 0.0% | 82 | +282 | 1.05% | Q2 2026 | Jul 15, 2026 |
| First Affirmative Financial Network | History | No change | 26,443 | 751 | 0.29% | 0.29% | 83 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 28,000 | 750 | 0.0% | 0.0% | 84 | -4,000 | -12.5% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 27,661 | 741 | 0.0% | 0.0% | 85 | -6,049 | -17.94% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 27,324 | 732 | 0.0% | 0.0% | 86 | -1,081 | -3.81% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 27,087 | 726 | 0.16% | 0.19% | 87 | -227 | -0.83% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 25,667 | 688 | 0.01% | 0.02% | 88 | -6,731 | -20.78% | Q2 2026 | Jul 23, 2026 |
| Bain Capital Public Equity, LP | History | No change | 24,162 | 686 | 3.82% | 3.82% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 24,439 | 655 | 0.01% | — | 90 | +24,439 | New | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | Added to | 23,927 | 641 | 0.06% | 0.07% | 91 | +5,538 | 30.12% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 23,663 | 634 | 0.05% | 0.06% | 92 | +1,810 | 8.28% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 23,020 | 617 | 0.01% | 0.03% | 93 | -48,716 | -67.91% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 22,433 | 601 | 0.01% | 0.01% | 94 | +2,542 | 12.78% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,285 | 597 | 0.02% | 0.02% | 95 | -2,376 | -9.63% | Q2 2026 | Aug 04, 2026 |
| SYON CAPITAL LLC | History | Reduced | 21,291 | 570 | 0.02% | 0.03% | 96 | -2,556 | -10.72% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 21,227 | 569 | 0.0% | — | 97 | +21,227 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,105 | 565 | 0.0% | 0.0% | 98 | +8,029 | 61.4% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 20,951 | 561 | 0.01% | 0.01% | 99 | -1,794 | -7.89% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 20,877 | 559 | 0.0% | 0.0% | 100 | +1,601 | 8.31% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 20,804 | 557 | 0.0% | 0.0% | 101 | +9,948 | 91.64% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 19,878 | 532 | 0.01% | 0.01% | 102 | +2,463 | 14.14% | Q2 2026 | Jul 28, 2026 |
| Quantbot Technologies LP | History | New | 19,721 | 528 | 0.02% | — | 103 | +19,721 | New | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 19,627 | 526 | 0.01% | 0.01% | 104 | -1,296 | -6.19% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 19,511 | 523 | 0.01% | 0.02% | 105 | -18,980 | -49.31% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,487 | 522 | 0.0% | 0.0% | 106 | -5,482 | -21.96% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,332 | 518 | 0.0% | 0.0% | 107 | +176 | 0.92% | Q2 2026 | Jul 20, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 19,174 | 514 | 0.03% | 0.04% | 108 | -6,682 | -25.84% | Q2 2026 | Jul 16, 2026 |
| Caprock Group, LLC | History | Reduced | 18,947 | 507 | 0.01% | 0.02% | 109 | -2,947 | -13.46% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 18,867 | 505 | 0.0% | 0.0% | 110 | -8,142 | -30.15% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,798 | 503 | 0.0% | 0.0% | 111 | +147 | 0.79% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 18,353 | 492 | 0.01% | 0.01% | 112 | +768 | 4.37% | Q2 2026 | Jul 14, 2026 |
| AMG National Trust Bank | History | Reduced | 18,180 | 487 | 0.01% | 0.08% | 113 | -118,514 | -86.7% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 17,850 | 478 | 0.0% | 0.03% | 114 | -412,819 | -95.86% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 17,762 | 476 | 0.0% | 0.0% | 115 | -12,306 | -40.93% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,286 | 475 | 0.0% | 0.0% | 116 | +1,370 | 8.61% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 17,633 | 472 | 0.0% | 0.0% | 117 | -60,392 | -77.4% | Q2 2026 | Aug 03, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 17,538 | 470 | 0.06% | 0.07% | 118 | +5,461 | 45.22% | Q2 2026 | Jul 23, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 17,397 | 466 | 0.0% | 0.0% | 119 | -468 | -2.62% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 17,107 | 458 | 0.01% | 0.01% | 120 | +1,862 | 12.21% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 16,596 | 445 | 0.02% | — | 121 | +16,596 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,508 | 442 | 0.0% | 0.0% | 122 | +5,043 | 43.99% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 15,939 | 427 | 0.0% | 0.0% | 123 | +1,276 | 8.7% | Q2 2026 | Aug 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 15,912 | 426 | 0.04% | 0.05% | 124 | -2,980 | -15.77% | Q2 2026 | Jul 02, 2026 |
| &PARTNERS | History | Added to | 15,874 | 425 | 0.0% | 0.0% | 125 | +4,004 | 33.73% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 15,657 | 419 | 0.01% | 0.01% | 126 | +458 | 3.01% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 15,316 | 410 | 0.0% | 0.0% | 127 | -1,351 | -8.11% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 15,187 | 407 | 0.0% | 0.01% | 128 | -84 | -0.55% | Q2 2026 | Aug 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 15,113 | 405 | 0.06% | 0.08% | 129 | +391 | 2.66% | Q2 2026 | Aug 04, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 14,507 | 388 | 0.22% | 0.22% | 130 | -5,444 | -27.29% | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,354 | 384 | 0.0% | 0.0% | 131 | +1,156 | 8.76% | Q2 2026 | Jul 27, 2026 |
| DV EQUITIES, LLC | History | New | 14,285 | 382 | 0.05% | — | 132 | +14,285 | New | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | Added to | 13,983 | 374 | 0.01% | 0.01% | 133 | +4,321 | 44.72% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,045 | 349 | 0.0% | 0.0% | 134 | +2,104 | 19.23% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13,103 | 348 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,934 | 346 | 0.0% | 0.0% | 136 | -6,506 | -33.47% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,863 | 344 | 0.0% | 0.0% | 137 | +348 | 2.78% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 12,616 | 338 | 0.0% | — | 138 | +12,616 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 12,599 | 337 | 0.0% | 0.0% | 139 | +4,644 | 58.38% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 12,371 | 331 | 0.0% | 0.0% | 140 | +3,644 | 41.76% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,103 | 297 | 0.0% | 0.0% | 141 | +979 | 9.67% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 10,884 | 291 | 0.0% | 0.0% | 142 | -22,227 | -67.13% | Q2 2026 | Aug 11, 2026 |
| Mattson Financial Services, LLC | History | Added to | 10,150 | 290 | 0.06% | 0.07% | 144 | +409 | 4.2% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | Reduced | 10,827 | 290 | 0.0% | 0.0% | 143 | -289 | -2.6% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 10,777 | 288 | 0.01% | 0.02% | 145 | -2,111 | -16.38% | Q2 2026 | Jul 20, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 10,491 | 281 | 0.0% | 0.01% | 146 | -2,223 | -17.48% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,287 | 276 | 0.0% | 0.0% | 147 | -201 | -1.92% | Q2 2026 | Jul 27, 2026 |
| Net Worth Advisory Group | History | Added to | 9,624 | 258 | 0.07% | 0.05% | 148 | +353 | 3.81% | Q2 2026 | Jul 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 9,470 | 253 | 0.01% | 0.02% | 149 | -585 | -5.82% | Q2 2026 | Jul 29, 2026 |
| Rehmann Capital Advisory Group | History | New | 9,302 | 248 | 0.01% | — | 151 | +9,302 | New | Q2 2026 | Aug 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,280 | 248 | 0.01% | 0.01% | 150 | -423 | -4.36% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 9,226 | 247 | 0.02% | 0.03% | 152 | +492 | 5.63% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisors | History | Added to | 9,207 | 246 | 0.09% | 0.1% | 153 | +37 | 0.4% | Q2 2026 | Aug 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,165 | 245 | 0.01% | 0.0% | 154 | +6,221 | 211.31% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,628 | 231 | 0.0% | — | 155 | +8,628 | New | Q2 2026 | Aug 11, 2026 |
| Cetera Trust Company, N.A | History | Added to | 8,395 | 225 | 0.11% | 0.13% | 156 | +150 | 1.82% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | Added to | 8,334 | 223 | 0.02% | 0.02% | 157 | +1,045 | 14.34% | Q2 2026 | Jul 08, 2026 |
| PDS Planning, Inc | History | Reduced | 8,155 | 218 | 0.01% | 0.02% | 158 | -1,396 | -14.62% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | New | 7,851 | 210 | 0.0% | — | 159 | +7,851 | New | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,793 | 208 | 0.0% | 0.0% | 160 | -428 | -5.21% | Q2 2026 | Aug 05, 2026 |
| HARRIS ASSOCIATES L P | History | New | 7,635 | 204 | 0.0% | — | 161 | +7,635 | New | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 7,587 | 203 | 0.0% | 0.0% | 162 | -2,787 | -26.87% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | New | 7,508 | 201 | 0.04% | — | 163 | +7,508 | New | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 7,475 | 200 | 0.0% | 0.0% | 164 | -438 | -5.54% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,807 | 155 | 0.0% | 0.0% | 165 | +673 | 13.11% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,721 | 153 | 0.01% | 0.01% | 166 | -3,718 | -39.39% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 5,446 | 146 | 0.0% | — | 167 | +5,446 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 5,101 | 136 | 0.01% | 0.01% | 169 | -728 | -12.49% | Q2 2026 | Aug 14, 2026 |
| ALLIANZ SE | History | No change | 5,097 | 136 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,066 | 135 | 0.0% | 0.0% | 170 | -479 | -8.64% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,696 | 125 | 0.0% | 0.0% | 171 | -182 | -3.73% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 4,331 | 123 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 4,115 | 110 | 0.0% | 0.0% | 173 | +29 | 0.71% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 3,504 | 93 | 0.02% | 0.02% | 174 | -160 | -4.37% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,338 | 89 | 0.0% | 0.0% | 175 | +2,792 | 511.36% | Q2 2026 | Aug 13, 2026 |
| Atlatl Advisers LLC | History | New | 2,603 | 69 | 0.02% | — | 176 | +2,603 | New | Q2 2026 | Jul 22, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 2,554 | 68 | 0.04% | 0.04% | 177 | +244 | 10.56% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Reduced | 2,507 | 67 | 0.0% | 0.0% | 178 | -591 | -19.08% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | No change | 2,479 | 66 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,192 | 58 | 0.0% | 0.0% | 180 | +985 | 81.61% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,900 | 50 | 0.0% | 0.0% | 181 | -6,499 | -77.38% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,845 | 49 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,644 | 44 | 0.0% | 0.0% | 183 | -593 | -26.51% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,472 | 39 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 1,315 | 35 | 0.0% | 0.0% | 185 | -767 | -36.84% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,177 | 31 | 0.0% | 0.0% | 186 | +77 | 7.0% | Q2 2026 | Aug 06, 2026 |
| Grove Bank & Trust | History | Reduced | 1,190 | 31 | 0.0% | 0.0% | 187 | -36 | -2.94% | Q2 2026 | Jul 07, 2026 |
| Horizon Investments, LLC | History | Added to | 1,122 | 30 | 0.0% | 0.0% | 188 | +1,056 | 1600.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,070 | 28 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 947 | 25 | 0.01% | — | 191 | +947 | New | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 955 | 25 | 0.0% | 0.0% | 190 | +554 | 138.15% | Q2 2026 | Aug 04, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 929 | 24 | 0.01% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 806 | 22 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | Added to | 720 | 19 | 0.01% | 0.01% | 194 | +353 | 96.19% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 649 | 17 | 0.0% | 0.0% | 195 | -740 | -53.28% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | New | 666 | 17 | 0.0% | — | 197 | +666 | New | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 646 | 17 | 0.0% | 0.0% | 196 | +213 | 49.19% | Q2 2026 | Jul 27, 2026 |
| Quantum Portfolio Management LLC | History | New | 629 | 16 | 0.01% | — | 198 | +629 | New | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 477 | 12 | 0.0% | 0.0% | 199 | -1 | -0.21% | Q2 2026 | Jul 27, 2026 |
| SOA Wealth Advisors, LLC. | History | New | 11,792 | 11 | 0.0% | — | 200 | +11,792 | New | Q2 2026 | Jul 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 377 | 10 | 0.0% | 0.01% | 201 | -317 | -45.68% | Q2 2026 | Jul 16, 2026 |
| United Financial Planning Group LLC | History | New | 359 | 9 | 0.0% | — | 206 | +359 | New | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | New | 349 | 9 | 0.0% | — | 204 | +349 | New | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | New | 330 | 9 | 0.0% | — | 205 | +330 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 313 | 9 | 0.0% | 0.0% | 203 | -74 | -19.12% | Q2 2026 | Jul 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 366 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 319 | 8 | 0.0% | 0.0% | 207 | -18 | -5.34% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 266 | 7 | 0.0% | — | 209 | +266 | New | Q2 2026 | Jul 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 262 | 7 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 226 | 6 | 0.0% | — | 213 | +226 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 245 | 6 | 0.0% | 0.0% | 211 | +70 | 40.0% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 240 | 6 | 0.0% | 0.0% | 210 | +29 | 13.74% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 226 | 6 | 0.0% | 0.0% | 212 | +1 | 0.44% | Q2 2026 | Jul 22, 2026 |
| Aventura Private Wealth, LLC | History | New | 192 | 5 | 0.0% | — | 219 | +192 | New | Q2 2026 | Jul 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 186 | 5 | 0.0% | 0.0% | 214 | -33 | -15.07% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 218 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthCollab, LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 213 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | No change | 192 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Downshift Financial, LLC | History | New | 169 | 4 | 0.0% | — | 226 | +169 | New | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 163 | 4 | 0.0% | — | 225 | +163 | New | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 183 | 4 | 0.0% | 0.0% | 223 | -99 | -35.11% | Q2 2026 | Jul 22, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 150 | 4 | 0.0% | 0.0% | 224 | -96 | -39.02% | Q2 2026 | Jul 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 182 | 4 | 0.0% | 0.0% | 222 | -88 | -32.59% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 166 | 4 | 0.0% | 0.0% | 221 | +59 | 55.14% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 181 | 4 | 0.0% | 0.0% | 220 | -29 | -13.81% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 142 | 3 | 0.0% | 0.01% | 237 | -281 | -66.43% | Q2 2026 | Jul 27, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 118 | 3 | 0.0% | 0.0% | 233 | -168 | -58.74% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 148 | 3 | 0.0% | — | 238 | +148 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 146 | 3 | 0.0% | — | 240 | +146 | New | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 140 | 3 | 0.0% | — | 239 | +140 | New | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 128 | 3 | 0.0% | — | 230 | +116 | 966.67% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 144 | 3 | 0.0% | 0.0% | 229 | +39 | 37.14% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 113 | 3 | 0.0% | 0.0% | 227 | -32 | -22.07% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 145 | 3 | 0.0% | 0.0% | 232 | -8 | -5.23% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 138 | 3 | 0.0% | 0.0% | 234 | -3 | -2.13% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 146 | 3 | 0.0% | 0.0% | 235 | +2 | 1.39% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 139 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 133 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 119 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 107 | 2 | 0.0% | — | 247 | +107 | New | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | New | 100 | 2 | 0.0% | — | 248 | +100 | New | Q2 2026 | Jul 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 85 | 2 | 0.0% | 0.0% | 241 | -11 | -11.46% | Q2 2026 | Sep 02, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 81 | 2 | 0.0% | 0.0% | 245 | -6 | -6.9% | Q2 2026 | Aug 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 99 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nemes Rush Group LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 100 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 66 | 1 | 0.0% | 0.0% | 251 | -728 | -91.69% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 69 | 1 | 0.0% | 0.0% | 249 | -213 | -75.53% | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | Reduced | 72 | 1 | 0.0% | 0.0% | 258 | -208 | -74.29% | Q2 2026 | Jul 14, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 53 | 1 | 0.0% | 0.0% | 253 | -166 | -75.8% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | Reduced | 43 | 1 | 0.0% | 0.0% | 254 | -78 | -64.46% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 73 | 1 | 0.0% | — | 257 | +53 | 265.0% | Q2 2026 | Jul 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 51 | 1 | 0.0% | — | 261 | +51 | New | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | New | 48 | 1 | 0.0% | — | 262 | +48 | New | Q2 2026 | Jul 23, 2026 |
| MOTCO | History | New | 46 | 1 | 0.0% | — | 260 | +46 | New | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | Added to | 73 | 1 | 0.0% | 0.0% | 259 | +21 | 40.38% | Q2 2026 | Aug 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 60 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 63 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Solel Partners LP | History | Closed out | 0 | 0 | — | 1.62% | — | -266,592 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -265,788 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 2.56% | — | -168,481 | -100.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,886 | -100.0% | Q2 2026 | Sep 02, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -17,293 | -100.0% | Q2 2026 | Aug 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,195 | -100.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,296 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,878 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,690 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,671 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,205 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,853 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,978 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,267 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -928 | -100.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -751 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q2 2026 | Jul 28, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q2 2026 | Aug 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Cornerstone Financial Management LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Aug 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Monetary Solutions, Ltd | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 23, 2026 |
| Asset Dedication, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 06, 2026 |
| Mosley Wealth Management | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q2 2026 | Jul 23, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 11, 2026 |