PVH CORP. /DE/ - PVH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 6,827,779 | 507,030 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,829,334 | 431,662 | 1.27% | 1.31% | 2 | -157,343 | -2.63% | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 4,480,988 | 332,758 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,144,568 | 232,860 | 0.04% | 0.04% | 4 | +55,830 | 1.81% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,165,305 | 160,795 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,110,140 | 156,699 | 0.28% | 0.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,087,560 | 155,022 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,809,391 | 134,365 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,751,794 | 130,088 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,702,762 | 129,154 | 0.2% | 0.24% | 10 | -347,799 | -16.96% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 1,482,391 | 110,082 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 983,578 | 73,040 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 963,580 | 71,555 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 892,456 | 66,289 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 649,147 | 48,205 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 629,897 | 46,776 | 2.44% | 2.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Added to | 596,822 | 44,194 | 0.04% | 0.04% | 17 | +8,236 | 1.4% | Q3 2026 | Oct 27, 2026 |
| IMC-Chicago, LLC | History | No change | 582,052 | 43,223 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invenomic Capital Management LP | History | No change | 575,346 | 42,725 | 2.55% | 2.55% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 547,477 | 39,544 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DME Capital Management, LP | History | No change | 520,800 | 38,674 | 0.99% | 0.99% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 507,900 | 37,716 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 479,070 | 35,575 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 471,445 | 35,009 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 471,051 | 34,980 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 446,888 | 33,185 | 0.89% | 0.89% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 439,100 | 32,607 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 392,035 | 29,112 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 376,088 | 27,928 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 345,914 | 25,670 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 345,609 | 25,664 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. Goldman & Co LP | History | No change | 309,123 | 22,955 | 0.59% | 0.59% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 290,525 | 21,574 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 284,266 | 21,109 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 270,407 | 20,080 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 262,484 | 19,492 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | History | No change | 256,426 | 19,042 | 9.92% | 9.92% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 255,112 | 18,944 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 246,054 | 18,272 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 240,160 | 17,834 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 229,877 | 17,070 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Associates, LP | History | No change | 225,223 | 16,725 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 218,600 | 16,233 | 12.31% | 12.31% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 200,559 | 14,893 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | No change | 194,751 | 14,462 | 0.25% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 181,747 | 13,496 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 162,883 | 12,061 | 0.0% | 0.0% | 47 | +130,348 | 400.64% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 152,577 | 11,330 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 150,244 | 11,157 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 147,773 | 10,942 | 0.03% | 0.04% | 50 | -13,477 | -8.36% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 141,129 | 10,494 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 141,285 | 10,462 | 0.99% | 0.85% | 52 | +31,643 | 28.86% | Q3 2026 | Oct 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 139,051 | 10,325 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 135,139 | 10,035 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 131,089 | 9,734 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 129,900 | 9,646 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 123,474 | 9,169 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 122,943 | 9,129 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 106,562 | 7,915 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 105,737 | 7,852 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 105,918 | 7,843 | 0.0% | 0.0% | 61 | +1,287 | 1.23% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 103,738 | 7,703 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 98,955 | 7,348 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 92,000 | 6,831 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 91,739 | 6,812 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 89,155 | 6,620 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 87,000 | 6,460 | 0.27% | 0.27% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 84,331 | 6,262 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 84,267 | 6,257 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 82,536 | 6,111 | 0.0% | 0.0% | 70 | +21,133 | 34.42% | Q3 2026 | Nov 02, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 82,135 | 6,099 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 79,699 | 5,918 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 77,066 | 5,732 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 76,731 | 5,698 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 76,596 | 5,688 | 0.18% | 0.18% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Access Investment Management LLC | History | Reduced | 75,000 | 5,553 | 1.35% | 2.06% | 76 | -33,275 | -30.73% | Q3 2026 | Oct 23, 2026 |
| TOWLE & CO | History | No change | 70,826 | 5,259 | 1.78% | 1.78% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 67,312 | 4,998 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 66,226 | 4,917 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 63,686 | 4,715 | 0.08% | 0.08% | 80 | +1,339 | 2.15% | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 62,269 | 4,624 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBA Wealth Management, LLC | History | Added to | 62,346 | 4,616 | 1.46% | 1.61% | 82 | +3,082 | 5.2% | Q3 2026 | Oct 28, 2026 |
| Empowered Funds, LLC | History | No change | 59,504 | 4,418 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 58,830 | 4,368 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 59,938 | 4,181 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 56,200 | 4,173 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 56,076 | 4,152 | 0.79% | 0.75% | 87 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 54,545 | 4,039 | 0.03% | 0.03% | 88 | -198 | -0.36% | Q3 2026 | Oct 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 53,041 | 3,938 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 52,891 | 3,923 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 50,893 | 3,779 | 1.08% | 1.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kiltearn Partners LLP | History | No change | 49,402 | 3,668 | 0.89% | 0.89% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 46,020 | 3,417 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 43,639 | 3,240 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 43,529 | 3,232 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 42,720 | 3,172 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 42,468 | 3,153 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alexander Randolph Advisory, Inc. | History | Added to | 42,030 | 3,112 | 2.49% | 2.56% | 98 | +128 | 0.31% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 41,512 | 3,082 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 40,117 | 2,979 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 37,259 | 2,766 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GABELLI FUNDS LLC | History | No change | 36,716 | 2,726 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 32,748 | 2,431 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Added to | 32,185 | 2,413 | 1.72% | 1.87% | 104 | +100 | 0.31% | Q3 2026 | Oct 15, 2026 |
| Brevan Howard Capital Management LP | History | No change | 32,161 | 2,388 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 31,588 | 2,344 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 31,008 | 2,302 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 30,656 | 2,270 | 0.49% | 0.49% | 108 | +962 | 3.24% | Q3 2026 | Oct 21, 2026 |
| Millington Financial Advisors, LLC | History | No change | 28,406 | 2,219 | 0.87% | 0.87% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,962 | 2,168 | 0.0% | 0.0% | 110 | +22,887 | 252.2% | Q3 2026 | Oct 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 29,005 | 2,153 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,683 | 2,129 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,078 | 2,005 | 0.0% | 0.0% | 113 | -858 | -3.07% | Q3 2026 | Oct 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,989 | 2,004 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tweedy, Browne Co LLC | History | New | 26,907 | 1,992 | 0.16% | — | 115 | +26,907 | New | Q3 2026 | Nov 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 26,907 | 1,992 | 0.01% | — | 116 | +26,907 | New | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,000 | 1,930 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 25,831 | 1,918 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 25,403 | 1,886 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,904 | 1,849 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 24,840 | 1,844 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 23,198 | 1,722 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 23,100 | 1,715 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 22,950 | 1,704 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 22,170 | 1,646 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 21,822 | 1,615 | 0.03% | 0.02% | 126 | +4,508 | 26.04% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,737 | 1,609 | 0.0% | 0.0% | 127 | +8,542 | 64.74% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,301 | 1,581 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jupiter Topco LLC | History | No change | 21,286 | 1,580 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARGA Investment Management, LP | History | Added to | 21,281 | 1,575 | 0.04% | 0.04% | 130 | +36 | 0.17% | Q3 2026 | Oct 30, 2026 |
| AMALGAMATED BANK | History | Added to | 20,556 | 1,522 | 0.01% | 0.01% | 131 | +196 | 0.96% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,960 | 1,482 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 19,785 | 1,469 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Treasurer of the State of North Carolina | History | No change | 19,304 | 1,434 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 18,600 | 1,377 | 0.0% | 0.0% | 135 | -79,869 | -81.11% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,782 | 1,320 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 17,286 | 1,283 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,820 | 1,248 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,794 | 1,243 | 0.01% | 0.01% | 139 | -302 | -1.77% | Q3 2026 | Oct 23, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 16,689 | 1,235 | 0.0% | 0.0% | 140 | -4,883 | -22.64% | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 16,491 | 1,224 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redwood Investment Management, LLC | History | No change | 15,668 | 1,164 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 15,282 | 1,131 | 0.7% | 0.68% | 143 | +932 | 6.49% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 15,193 | 1,128 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,700 | 1,092 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VARCOV Co. | History | No change | 14,682 | 1,090 | 0.41% | 0.41% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 14,657 | 1,088 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 14,360 | 1,087 | 0.05% | 0.01% | 148 | +12,820 | 832.47% | Q3 2026 | Nov 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,497 | 1,076 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIH Partners, LLLP | History | No change | 14,177 | 1,052 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,100 | 1,047 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,132 | 1,046 | 0.01% | 0.01% | 152 | -511 | -3.49% | Q3 2026 | Oct 22, 2026 |
| PEAK6 LLC | History | No change | 13,926 | 1,034 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,937 | 1,034 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 13,700 | 1,014 | 0.02% | 0.01% | 155 | +200 | 1.48% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,664 | 1,011 | 0.0% | 0.0% | 156 | +2,019 | 17.34% | Q3 2026 | Oct 30, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,500 | 1,002 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,300 | 987 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,216 | 981 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 13,052 | 966 | 0.33% | 0.24% | 160 | +1,336 | 11.4% | Q3 2026 | Oct 26, 2026 |
| Arizona State Retirement System | History | Added to | 12,984 | 961 | 0.0% | 0.0% | 161 | +343 | 2.71% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,922 | 959 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, LLC | History | No change | 12,849 | 954 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 12,411 | 921 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 12,257 | 910 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 11,974 | 889 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,500 | 854 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jefferies Financial Group Inc. | History | No change | 11,492 | 853 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,380 | 842 | 0.0% | 0.0% | 169 | -1,489 | -11.57% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 11,286 | 838 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 11,255 | 835 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,006 | 814 | 0.0% | 0.0% | 172 | -24 | -0.22% | Q3 2026 | Nov 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,943 | 812 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 10,877 | 807 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 10,800 | 799 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ALGERT GLOBAL LLC | History | No change | 10,710 | 795 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maxi Investments CY Ltd | History | New | 10,553 | 781 | 0.14% | — | 177 | +10,553 | New | Q3 2026 | Oct 26, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 10,363 | 769 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,320 | 766 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,120 | 749 | 0.0% | 0.0% | 180 | -1,079 | -9.63% | Q3 2026 | Nov 02, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 10,000 | 742 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,968 | 740 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 9,931 | 735 | 0.01% | — | 183 | +9,931 | New | Q3 2026 | Oct 27, 2026 |
| CastleKnight Management LP | History | No change | 9,700 | 720 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brickwood Asset Management LLP | History | No change | 9,637 | 715 | 0.51% | 0.51% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,545 | 708 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 9,534 | 707 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,540 | 706 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 9,305 | 690 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 9,301 | 690 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,156 | 679 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,110 | 676 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 8,900 | 660 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 8,859 | 656 | 0.01% | 0.01% | 194 | +2,090 | 30.88% | Q3 2026 | Nov 03, 2026 |
| Davis Investment Partners, LLC | History | No change | 8,840 | 656 | 0.2% | 0.2% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,786 | 652 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 8,785 | 652 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,662 | 643 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 8,604 | 638 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 8,597 | 636 | 0.06% | 0.08% | 200 | -2,174 | -20.18% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | New | 7,379 | 627 | 0.01% | — | 201 | +7,379 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,438 | 626 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,050 | 597 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,969 | 591 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,871 | 584 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 7,785 | 578 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sagewood Asset Management LP | History | No change | 7,705 | 572 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLSTATE CORP | History | No change | 7,570 | 562 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,551 | 560 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 7,533 | 559 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 7,476 | 555 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,204 | 534 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,069 | 524 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPH & CO | History | Added to | 6,935 | 513 | 0.13% | 0.13% | 214 | +94 | 1.37% | Q3 2026 | Oct 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 6,885 | 511 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,895 | 510 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 6,473 | 478 | 0.0% | 0.0% | 217 | +1,958 | 43.37% | Q3 2026 | Oct 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 6,300 | 467 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 6,170 | 458 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 6,083 | 450 | 0.0% | 0.0% | 220 | -177 | -2.83% | Q3 2026 | Nov 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,050 | 448 | 0.01% | 0.01% | 221 | +247 | 4.26% | Q3 2026 | Oct 23, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 5,888 | 437 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,737 | 426 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 5,236 | 424 | 0.01% | — | 224 | +5,236 | New | Q3 2026 | Oct 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 5,402 | 401 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 5,400 | 400 | 0.0% | — | 226 | +5,400 | New | Q3 2026 | Oct 30, 2026 |
| Inscription Capital, LLC | History | New | 5,314 | 393 | 0.04% | — | 227 | +5,314 | New | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,117 | 379 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 5,029 | 373 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 5,021 | 372 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 4,900 | 362 | 0.0% | — | 231 | +4,900 | New | Q3 2026 | Oct 28, 2026 |
| Savant Capital, LLC | History | No change | 4,963 | 357 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leonteq Securities AG | History | Reduced | 4,758 | 352 | 0.01% | 0.02% | 233 | -4,428 | -48.2% | Q3 2026 | Oct 29, 2026 |
| Entropy Technologies, LP | History | No change | 4,741 | 352 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,627 | 342 | 0.01% | — | 235 | +4,627 | New | Q3 2026 | Oct 27, 2026 |
| Vestcor Inc | History | No change | 4,574 | 340 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,575 | 338 | 0.0% | 0.0% | 237 | -21 | -0.46% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,528 | 336 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,346 | 323 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,293 | 318 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dean Capital Management | History | No change | 4,272 | 317 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,226 | 313 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,148 | 308 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | New | 4,695 | 301 | 0.0% | — | 244 | +4,695 | New | Q3 2026 | Oct 23, 2026 |
| Amundi | History | No change | 4,001 | 297 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,572 | 295 | 0.01% | 0.01% | 246 | -53 | -1.46% | Q3 2026 | Oct 20, 2026 |
| DENALI ADVISORS LLC | History | No change | 3,930 | 291 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 3,902 | 289 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,266 | 289 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oxford Wealth Group, LLC | History | No change | 3,871 | 287 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 3,757 | 282 | 0.0% | 0.0% | 251 | -237 | -5.93% | Q3 2026 | Oct 27, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 3,307 | 280 | 0.04% | 0.03% | 252 | -23 | -0.69% | Q3 2026 | Oct 28, 2026 |
| M&T BANK CORP | History | No change | 3,683 | 272 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traub Capital Management LLC | History | No change | 3,660 | 271 | 0.24% | 0.24% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,585 | 265 | 0.02% | 0.02% | 255 | +72 | 2.05% | Q3 2026 | Oct 26, 2026 |
| Storgate, LLC | History | No change | 3,574 | 265 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | No change | 3,558 | 264 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,354 | 262 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,511 | 260 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,478 | 258 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,421 | 253 | 0.0% | — | 261 | +3,421 | New | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 3,389 | 251 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,304 | 244 | 0.0% | 0.0% | 263 | +122 | 3.83% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,255 | 241 | 0.0% | 0.0% | 264 | -2,943 | -47.48% | Q3 2026 | Nov 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,184 | 236 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,188 | 236 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 3,175 | 235 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 3,169 | 235 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 3,105 | 229 | 0.0% | — | 270 | +3,105 | New | Q3 2026 | Nov 03, 2026 |
| Claret Asset Management Corp | History | No change | 3,078 | 229 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,000 | 222 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,999 | 222 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,963 | 220 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | New | 2,805 | 207 | 0.01% | — | 274 | +2,805 | New | Q3 2026 | Nov 02, 2026 |
| BRIGHTON JONES LLC | History | New | 2,761 | 204 | 0.0% | — | 275 | +2,761 | New | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,485 | 184 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,461 | 182 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,448 | 181 | 0.0% | 0.0% | 278 | +505 | 25.99% | Q3 2026 | Oct 23, 2026 |
| STRS OHIO | History | Added to | 2,344 | 173 | 0.0% | 0.0% | 279 | +547 | 30.44% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,276 | 169 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 2,058 | 152 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 2,036 | 151 | 0.0% | 0.0% | 282 | +767 | 60.44% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 2,029 | 150 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PKO Investment Management Joint-Stock Co | History | New | 2,000 | 148 | 0.01% | — | 285 | +2,000 | New | Q3 2026 | Oct 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,999 | 148 | 0.0% | 0.0% | 284 | -32 | -1.58% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 1,917 | 141 | 0.0% | 0.0% | 286 | +209 | 12.24% | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 1,873 | 139 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 1,856 | 137 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,433 | 106 | 0.01% | 0.01% | 289 | +347 | 31.95% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,315 | 97 | 0.0% | 0.0% | 290 | -49 | -3.59% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,155 | 85 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,080 | 80 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,032 | 76 | 0.0% | 0.0% | 294 | +222 | 27.41% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 1,024 | 76 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 986 | 73 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 818 | 59 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 731 | 54 | 0.0% | — | 297 | +731 | New | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 697 | 51 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 629 | 46 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 592 | 43 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 555 | 41 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 545 | 40 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 524 | 38 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 528 | 38 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 502 | 37 | 0.0% | 0.0% | 306 | +261 | 108.3% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 508 | 37 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 445 | 32 | 0.0% | 0.0% | 307 | +354 | 389.01% | Q3 2026 | Oct 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 431 | 31 | 0.0% | 0.0% | 308 | +144 | 50.17% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 412 | 30 | 0.0% | 0.0% | 309 | +348 | 543.75% | Q3 2026 | Oct 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 394 | 29 | 0.01% | 0.0% | 310 | +379 | 2526.67% | Q3 2026 | Oct 07, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 367 | 27 | 0.02% | — | 311 | +367 | New | Q3 2026 | Oct 21, 2026 |
| Bayforest Capital Ltd | History | Reduced | 355 | 26 | 0.04% | 0.24% | 312 | -3,162 | -89.91% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 344 | 25 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 310 | 22 | 0.01% | 0.0% | 315 | +272 | 715.79% | Q3 2026 | Oct 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 298 | 22 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 296 | 21 | 0.0% | — | 316 | +296 | New | Q3 2026 | Oct 21, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 248 | 18 | 0.0% | — | 317 | +248 | New | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 225 | 17 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elyxium Wealth, LLC | History | New | 228 | 16 | 0.0% | — | 320 | +228 | New | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 228 | 16 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 212 | 15 | 0.0% | — | 322 | +212 | New | Q3 2026 | Oct 19, 2026 |
| Covestor Ltd | History | Added to | 205 | 15 | 0.01% | 0.01% | 321 | +88 | 75.21% | Q3 2026 | Oct 30, 2026 |
| CVA Family Office, LLC | History | No change | 179 | 13 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 167 | 12 | 0.01% | 0.0% | 324 | +83 | 98.81% | Q3 2026 | Oct 14, 2026 |
| Colonial Trust Advisors | History | No change | 151 | 11 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 150 | 11 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 152 | 11 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 115 | 8 | 0.0% | 0.0% | 328 | +67 | 139.58% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 116 | 8 | 0.0% | 0.0% | 329 | +15 | 14.85% | Q3 2026 | Oct 21, 2026 |
| GoalVest Advisory LLC | History | New | 102 | 7 | 0.0% | — | 334 | +102 | New | Q3 2026 | Oct 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 105 | 7 | 0.0% | 0.0% | 330 | -56 | -34.78% | Q3 2026 | Oct 16, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 104 | 7 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WPG Advisers, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 83 | 6 | 0.0% | 0.0% | 335 | +59 | 245.83% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | No change | 85 | 6 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 93 | 6 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 68 | 5 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 68 | 5 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 56 | 4 | 0.0% | 0.0% | 342 | +8 | 16.67% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO | History | No change | 59 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 351 | +20 | 83.33% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 42 | 3 | 0.0% | 0.0% | 348 | +12 | 40.0% | Q3 2026 | Nov 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 44 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 44 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 30 | 2 | 0.0% | 0.0% | 356 | -4 | -11.76% | Q3 2026 | Oct 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 40 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lavaca Capital LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | No change | 33 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 14 | 1 | 0.0% | 0.0% | 362 | -51 | -78.46% | Q3 2026 | Oct 05, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 16 | 1 | 0.0% | — | 374 | +16 | New | Q3 2026 | Oct 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 14 | 1 | 0.0% | — | 375 | +14 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 24 | 1 | 0.0% | 0.0% | 364 | -5 | -17.24% | Q3 2026 | Oct 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Continuum Advisory, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingdom Financial Group LLC. | History | No change | 21 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quarry LP | History | No change | 17 | 1 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 17 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -64,061 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.36% | — | -21,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -20,094 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -9,776 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 10 | 0 | — | 0.0% | — | -102 | -91.07% | Q3 2026 | Oct 28, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MASECO LLP | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 30, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 8 | 0 | — | — | — | +5 | 166.67% | Q3 2026 | Oct 21, 2026 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q3 2026 | Oct 15, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 13, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FIRST HORIZON CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Distillate Capital Partners LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cordant, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Activest Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Dunhill Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Valued Wealth Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mosley Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LRI Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |