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 | No change | 5,008,698 | 134,283 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,461,802 | 92,810 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,297,386 | 88,402 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 2,685,352 | 71,994 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,644,705 | 70,904 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,648,008 | 65,647 | 0.01% | 0.01% | 6 | -5,700 | -0.21% | Q3 2026 | Nov 04, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 1,689,218 | 45,287 | 0.49% | 0.49% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,408,777 | 37,769 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 1,242,524 | 33,312 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,149,155 | 30,808 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 898,196 | 24,080 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 671,208 | 17,994 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 633,220 | 16,976 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 520,734 | 13,960 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 366,008 | 9,812 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | Added to | 376,863 | 9,323 | 0.91% | 0.84% | 16 | +88,123 | 30.52% | Q3 2026 | Oct 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 322,457 | 8,645 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 311,826 | 8,360 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 304,608 | 8,111 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 276,366 | 7,409 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 241,885 | 6,484 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 234,781 | 6,295 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 218,934 | 5,869 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 236,058 | 5,840 | 0.01% | 0.01% | 24 | -9,618 | -3.91% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Added to | 230,004 | 5,690 | 0.0% | 0.0% | 25 | +20,528 | 9.8% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 210,711 | 5,649 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 206,351 | 5,532 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 202,932 | 5,440 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 202,290 | 5,004 | 0.07% | 0.07% | 29 | +17,329 | 9.37% | Q3 2026 | Oct 08, 2026 |
| XTX Topco Ltd | History | No change | 157,062 | 4,210 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 156,522 | 4,196 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 155,657 | 4,173 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 153,633 | 4,118 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vident Advisory, LLC | History | No change | 144,558 | 3,875 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 141,126 | 3,783 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 118,987 | 3,190 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 114,902 | 3,080 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 114,115 | 3,059 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 111,517 | 2,989 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 100,445 | 2,692 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 107,924 | 2,670 | 0.03% | 0.03% | 41 | -525 | -0.48% | Q3 2026 | Oct 27, 2026 |
| Madison Asset Management, LLC | History | No change | 88,248 | 2,365 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 95,000 | 2,350 | 0.0% | — | 43 | +95,000 | New | Q3 2026 | Nov 02, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 94,839 | 2,346 | 0.03% | 0.04% | 44 | -6,612 | -6.52% | Q3 2026 | Oct 21, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 86,423 | 2,317 | 0.38% | 0.38% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 84,420 | 2,263 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 82,033 | 2,199 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 81,976 | 2,197 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 76,144 | 2,164 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 78,318 | 2,099 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 76,754 | 2,057 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 70,500 | 1,890 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 67,912 | 1,820 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 64,881 | 1,739 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 57,789 | 1,549 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 52,806 | 1,415 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ethic Inc. | History | Reduced | 57,007 | 1,410 | 0.02% | 0.03% | 57 | -17,972 | -23.97% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 51,421 | 1,378 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 48,797 | 1,308 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 48,685 | 1,305 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 54,172 | 1,290 | 0.03% | 0.04% | 61 | +843 | 1.58% | Q3 2026 | Oct 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 47,808 | 1,281 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 46,150 | 1,228 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 41,869 | 1,122 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 44,378 | 1,098 | 0.01% | — | 65 | +44,378 | New | Q3 2026 | Oct 22, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 43,732 | 1,081 | 0.02% | 0.04% | 66 | -58,989 | -57.43% | Q3 2026 | Oct 23, 2026 |
| Savant Capital, LLC | History | No change | 38,234 | 1,059 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 42,107 | 1,041 | 0.0% | 0.0% | 68 | +24,474 | 138.8% | Q3 2026 | Nov 04, 2026 |
| Manske Wealth Management | History | Reduced | 41,134 | 1,017 | 0.24% | 0.28% | 69 | -200 | -0.48% | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 35,013 | 938 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 37,188 | 920 | 0.01% | 0.01% | 71 | +1,755 | 4.95% | Q3 2026 | Oct 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 33,329 | 893 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 33,314 | 893 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 33,035 | 885 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 32,812 | 879 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32,568 | 873 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 30,202 | 809 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 32,646 | 807 | 0.04% | 0.05% | 79 | -37 | -0.11% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 30,131 | 807 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 31,303 | 774 | 0.0% | 0.01% | 80 | +519 | 1.69% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,341 | 772 | 0.0% | 0.0% | 81 | +5,324 | 19.71% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 31,036 | 767 | 0.01% | 0.01% | 82 | +1,116 | 3.73% | Q3 2026 | Oct 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 28,000 | 750 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 27,661 | 741 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 27,324 | 732 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 27,525 | 680 | 0.01% | 0.01% | 86 | +6,574 | 31.38% | Q3 2026 | Oct 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 27,069 | 669 | 0.15% | 0.16% | 87 | -18 | -0.07% | Q3 2026 | Oct 08, 2026 |
| Centiva Capital, LP | History | No change | 24,439 | 655 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 23,927 | 641 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 23,663 | 634 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Affirmative Financial Network | History | New | 25,267 | 625 | 0.14% | — | 91 | +25,267 | New | Q3 2026 | Oct 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 25,069 | 624 | 0.01% | 0.01% | 92 | -598 | -2.33% | Q3 2026 | Oct 23, 2026 |
| Engineers Gate Manager LP | History | No change | 23,020 | 617 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,514 | 606 | 0.01% | 0.01% | 94 | +6,161 | 33.57% | Q3 2026 | Oct 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 22,433 | 601 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 22,285 | 597 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHICAGO TRUST Co NA | History | New | 23,522 | 581 | 0.08% | — | 97 | +23,522 | New | Q3 2026 | Oct 28, 2026 |
| SYON CAPITAL LLC | History | No change | 21,291 | 570 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 21,227 | 569 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 21,105 | 565 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 20,877 | 559 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 21,878 | 541 | 0.03% | 0.03% | 102 | +2,704 | 14.1% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 21,601 | 534 | 0.0% | 0.0% | 103 | +797 | 3.83% | Q3 2026 | Oct 30, 2026 |
| Quantbot Technologies LP | History | No change | 19,721 | 528 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 19,627 | 526 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 19,511 | 523 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 19,487 | 522 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 19,332 | 518 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caprock Group, LLC | History | No change | 18,947 | 507 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,867 | 505 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,798 | 503 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 20,135 | 498 | 0.01% | 0.01% | 112 | +257 | 1.29% | Q3 2026 | Oct 22, 2026 |
| AMG National Trust Bank | History | No change | 18,180 | 487 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 17,850 | 478 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 17,762 | 476 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sivia Capital Partners, LLC | History | No change | 17,538 | 470 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 18,956 | 468 | 0.04% | 0.04% | 117 | +3,044 | 19.13% | Q3 2026 | Oct 01, 2026 |
| EARNEST PARTNERS LLC | History | No change | 17,397 | 466 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 17,107 | 458 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,596 | 445 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,508 | 442 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,671 | 431 | 0.0% | 0.0% | 122 | +385 | 2.23% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 15,939 | 427 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| &PARTNERS | History | No change | 15,874 | 425 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 15,657 | 419 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 15,316 | 410 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 14,285 | 382 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 13,983 | 374 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,440 | 357 | 0.0% | 0.0% | 129 | +86 | 0.6% | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,045 | 349 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13,103 | 348 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,934 | 346 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,863 | 344 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 13,695 | 338 | 0.0% | 0.0% | 134 | -1,492 | -9.82% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,616 | 338 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 12,599 | 337 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 13,014 | 321 | 0.0% | 0.0% | 137 | +643 | 5.2% | Q3 2026 | Nov 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,884 | 291 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 10,827 | 290 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mattson Financial Services, LLC | History | No change | 10,150 | 290 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 10,777 | 288 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Trail Advisors, LLC | History | No change | 10,491 | 281 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | Added to | 10,981 | 271 | 0.07% | 0.07% | 143 | +1,357 | 14.1% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,254 | 254 | 0.0% | 0.0% | 144 | -33 | -0.32% | Q3 2026 | Nov 02, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,302 | 248 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Brown Financial Advisors | History | No change | 9,207 | 246 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,165 | 245 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,628 | 231 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,309 | 230 | 0.19% | 0.22% | 149 | -5,198 | -35.83% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 9,096 | 225 | 0.01% | 0.01% | 151 | -184 | -1.98% | Q3 2026 | Oct 08, 2026 |
| Cetera Trust Company, N.A | History | No change | 8,395 | 225 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,995 | 222 | 0.02% | 0.02% | 152 | -231 | -2.5% | Q3 2026 | Oct 27, 2026 |
| Valeo Financial Advisors, LLC | History | New | 8,848 | 218 | 0.0% | — | 153 | +8,848 | New | Q3 2026 | Oct 08, 2026 |
| Portside Wealth Group, LLC | History | New | 8,257 | 204 | 0.02% | — | 155 | +8,257 | New | Q3 2026 | Oct 20, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 7,635 | 204 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 7,587 | 203 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,475 | 200 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,953 | 196 | 0.0% | 0.0% | 158 | +160 | 2.05% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,395 | 158 | 0.01% | 0.01% | 159 | +674 | 11.78% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,976 | 147 | 0.0% | 0.0% | 160 | +169 | 2.91% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,446 | 146 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANZ SE | History | No change | 5,097 | 136 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Advisors / MI | History | No change | 5,101 | 136 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,066 | 135 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,696 | 125 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,037 | 99 | 0.0% | 0.0% | 166 | +3,560 | 746.33% | Q3 2026 | Oct 14, 2026 |
| Rossby Financial, LCC | History | No change | 3,504 | 93 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,338 | 89 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,554 | 68 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 2,507 | 67 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | No change | 2,479 | 66 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,502 | 61 | 0.01% | 0.06% | 172 | -12,611 | -83.44% | Q3 2026 | Oct 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,192 | 58 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,900 | 50 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,845 | 49 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,644 | 44 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 1,515 | 37 | 0.01% | 0.01% | 177 | +43 | 2.92% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 1,315 | 35 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,177 | 31 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 1,122 | 30 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | Reduced | 1,159 | 28 | 0.0% | 0.0% | 181 | -31 | -2.61% | Q3 2026 | Oct 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,088 | 26 | 0.0% | 0.0% | 183 | +133 | 13.93% | Q3 2026 | Oct 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,070 | 26 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 929 | 24 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 943 | 23 | 0.0% | 0.0% | 185 | +294 | 45.3% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 922 | 22 | 0.01% | 0.01% | 187 | -25 | -2.64% | Q3 2026 | Nov 05, 2026 |
| BESSEMER GROUP INC | History | No change | 806 | 22 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 864 | 21 | 0.0% | 0.0% | 188 | +619 | 252.65% | Q3 2026 | Oct 16, 2026 |
| WPG Advisers, LLC | History | Reduced | 719 | 17 | 0.01% | 0.01% | 190 | -1 | -0.14% | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 666 | 17 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | No change | 629 | 16 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 634 | 15 | 0.0% | 0.0% | 192 | -12 | -1.86% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 581 | 14 | 0.0% | — | 193 | +581 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 519 | 12 | 0.0% | 0.0% | 194 | +142 | 37.67% | Q3 2026 | Oct 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 11,792 | 11 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 403 | 9 | 0.0% | — | 199 | +403 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 349 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 366 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 330 | 9 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 346 | 8 | 0.0% | 0.0% | 200 | +164 | 90.11% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 295 | 7 | 0.0% | — | 205 | +295 | New | Q3 2026 | Oct 30, 2026 |
| West Financial Advisors, LLC | History | New | 286 | 7 | 0.0% | — | 204 | +286 | New | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 294 | 7 | 0.0% | 0.0% | 203 | +111 | 60.66% | Q3 2026 | Oct 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 300 | 7 | 0.0% | 0.0% | 202 | -19 | -5.96% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 266 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 254 | 6 | 0.0% | 0.0% | 206 | +106 | 71.62% | Q3 2026 | Oct 20, 2026 |
| James T. Borello RIA | History | Reduced | 268 | 6 | 0.0% | 0.0% | 210 | -2 | -0.74% | Q3 2026 | Oct 16, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 226 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 262 | 6 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 220 | 5 | 0.0% | 0.0% | 212 | -3,895 | -94.65% | Q3 2026 | Oct 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 214 | 5 | 0.0% | — | 217 | +214 | New | Q3 2026 | Oct 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 208 | 5 | 0.0% | 0.0% | 216 | -5 | -2.35% | Q3 2026 | Oct 29, 2026 |
| GW&K Investment Management, LLC | History | No change | 186 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 218 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WealthCollab, LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 192 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 172 | 4 | 0.0% | 0.0% | 221 | +27 | 18.62% | Q3 2026 | Oct 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 181 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 166 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 163 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Downshift Financial, LLC | History | No change | 169 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 158 | 3 | 0.0% | — | 231 | +158 | New | Q3 2026 | Oct 07, 2026 |
| Livelsberger Financial Advisory | History | New | 158 | 3 | 0.02% | — | 232 | +158 | New | Q3 2026 | Oct 27, 2026 |
| UMB Bank, n.a. | History | No change | 139 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 144 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 140 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 128 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 133 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HighMark Wealth Management LLC | History | No change | 118 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 146 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 146 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 96 | 2 | 0.0% | — | 244 | +96 | New | Q3 2026 | Oct 19, 2026 |
| Essential Partners LLC | History | Reduced | 113 | 2 | 0.0% | 0.0% | 243 | -79 | -41.15% | Q3 2026 | Oct 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 110 | 2 | 0.0% | 0.0% | 241 | -40 | -26.67% | Q3 2026 | Oct 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 103 | 2 | 0.0% | 0.0% | 234 | -10 | -8.85% | Q3 2026 | Nov 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 85 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 107 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 99 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nemes Rush Group LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| EFG International AG | History | No change | 100 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 57 | 1 | 0.0% | — | 260 | +57 | New | Q3 2026 | Oct 09, 2026 |
| Breakwater Investment Management | History | Added to | 70 | 1 | 0.0% | — | 257 | +42 | 150.0% | Q3 2026 | Oct 20, 2026 |
| American Capital Advisory, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 255 | -30 | -41.1% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 69 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 60 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 64 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| MOTCO | History | No change | 46 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Manchester Capital Management LLC | History | No change | 66 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 62 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 43 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 63 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LRI Investments, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kilter Group LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55,165 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.18% | — | -45,065 | -100.0% | Q3 2026 | Oct 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -11,103 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,470 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,334 | -100.0% | Q3 2026 | Oct 27, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -8,155 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,851 | -100.0% | Q3 2026 | Nov 04, 2026 |
| May Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,508 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,603 | -100.0% | Q3 2026 | Oct 22, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 30 | 0 | — | 0.0% | — | -196 | -86.73% | Q3 2026 | Oct 21, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -91 | -91.0% | Q3 2026 | Oct 08, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Oct 15, 2026 |
| GODSEY & GIBB, INC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 14, 2026 |
| Planning Strategies Inc. | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 29, 2026 |
| Elyxium Wealth, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8 | 0 | — | — | — | -16 | -66.67% | Q3 2026 | Oct 20, 2026 |
| Center for Financial Planning, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 26, 2026 |
| Monetary Solutions, Ltd | History | Reduced | 1 | 0 | — | — | — | -10 | -90.91% | Q3 2026 | Oct 22, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 09, 2026 |
| StrongBox Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |