DR REDDYS LABORATORIES LTD - RDY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | History | Added to | 18,021,100 | 261,125 | 0.32% | 0.34% | 1 | +843,218 | 4.91% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | Added to | 10,936,320 | 158,467 | 0.01% | 0.01% | 2 | +1,564,726 | 16.7% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 10,585,742 | 153,387 | 0.0% | 0.0% | 3 | -1,001,385 | -8.64% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,213,269 | 133,514 | 0.02% | 0.02% | 4 | -770,813 | -7.72% | Q2 2026 | Aug 14, 2026 |
| Aikya Investment Management Ltd | History | Added to | 8,493,852 | 123,075 | 36.13% | 32.14% | 5 | +494,056 | 6.18% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,347,028 | 106,458 | 0.15% | 0.17% | 6 | -512,700 | -6.52% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,312,065 | 77,039 | 0.01% | 0.02% | 7 | -11,183 | -0.21% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,069,357 | 60,470 | 0.0% | 0.0% | 8 | -302,021 | -6.91% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 4,124,686 | 59,766 | 0.0% | 0.0% | 9 | +98,479 | 2.45% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,730,713 | 51,670 | 0.02% | 0.01% | 10 | +1,188,824 | 46.77% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,100,911 | 44,932 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,844,583 | 41,218 | 0.01% | 0.01% | 12 | -11,511 | -0.4% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 2,827,699 | 40,973 | 0.01% | — | 13 | +2,827,699 | New | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,649,866 | 38,396 | 0.01% | 0.02% | 14 | -534,105 | -16.77% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,260,243 | 32,744 | 0.04% | 0.05% | 15 | -148,518 | -6.17% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 2,025,356 | 29,347 | 0.02% | 0.04% | 16 | -638,950 | -23.98% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,857,221 | 26,911 | 0.04% | 0.04% | 17 | +33,936 | 1.86% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,830,883 | 26,529 | 0.01% | 0.01% | 18 | +169,550 | 10.21% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 1,618,404 | 24,049 | 0.02% | 0.0% | 19 | +1,437,165 | 792.97% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,658,536 | 24,032 | 0.0% | 0.0% | 20 | +106,228 | 6.84% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,522,361 | 22,059 | 0.0% | 0.0% | 21 | -251,377 | -14.17% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 1,240,848 | 17,979 | 0.01% | 0.01% | 22 | +73,666 | 6.31% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,231,678 | 17,847 | 0.03% | 0.02% | 23 | +171,847 | 16.21% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,053,487 | 15,265 | 0.0% | 0.0% | 24 | +450,651 | 74.76% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,034,651 | 14,992 | 0.0% | 0.0% | 25 | -54,678 | -5.02% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 642,486 | 9,309 | 0.01% | 0.01% | 26 | +5,392 | 0.85% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 588,706 | 8,530 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 552,705 | 8,008 | 0.0% | 0.0% | 28 | +107,428 | 24.13% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 510,072 | 7,390 | 0.0% | 0.0% | 29 | +78,348 | 18.15% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 489,102 | 7,087 | 0.0% | 0.0% | 30 | +386,459 | 376.51% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 475,589 | 6,814 | 0.0% | 0.0% | 31 | +42,204 | 9.74% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 468,375 | 6,786 | 0.0% | 0.0% | 32 | +411,340 | 721.21% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 434,529 | 6,296 | 0.05% | 0.05% | 33 | +69,044 | 18.89% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 409,000 | 5,926 | 0.0% | 0.0% | 34 | +9,000 | 2.25% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 402,506 | 5,832 | 0.0% | 0.0% | 35 | +27,274 | 7.27% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 371,768 | 5,386 | 0.01% | 0.0% | 36 | +298,016 | 404.08% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 334,234 | 4,842 | 0.0% | 0.01% | 37 | -102,497 | -23.47% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 333,247 | 4,828 | 0.04% | 0.05% | 38 | -3,331 | -0.99% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 276,875 | 4,011 | 0.0% | — | 39 | +276,875 | New | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 249,091 | 3,609 | 0.07% | 0.08% | 40 | -23,395 | -8.59% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 236,973 | 3,433 | 0.0% | 0.0% | 41 | +5,240 | 2.26% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 231,979 | 3,361 | 0.01% | 0.01% | 42 | -150,997 | -39.43% | Q2 2026 | Aug 12, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 222,380 | 3,222 | 0.07% | 0.02% | 43 | +160,688 | 260.47% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 220,380 | 3,193 | 0.01% | — | 44 | +220,380 | New | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | Added to | 209,792 | 3,039 | 0.0% | 0.0% | 45 | +29,819 | 16.57% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | Reduced | 191,073 | 2,768 | 0.0% | 0.0% | 46 | -16,859 | -8.11% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 189,028 | 2,739 | 0.0% | 0.0% | 47 | +42,100 | 28.65% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 187,312 | 2,714 | 0.02% | 0.03% | 48 | -30,269 | -13.91% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 184,772 | 2,677 | 0.0% | 0.0% | 49 | +3,177 | 1.75% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 180,767 | 2,619 | 0.0% | 0.0% | 50 | -183,978 | -50.44% | Q2 2026 | Aug 04, 2026 |
| Quadrature Capital Ltd | History | New | 180,329 | 2,612 | 0.02% | — | 51 | +180,329 | New | Q2 2026 | Aug 06, 2026 |
| ARGA Investment Management, LP | History | New | 163,426 | 2,368 | 0.06% | — | 52 | +163,426 | New | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 162,082 | 2,348 | 0.01% | 0.01% | 53 | -978 | -0.6% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Reduced | 153,818 | 2,228 | 0.0% | 0.0% | 54 | -67,456 | -30.49% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | New | 146,800 | 2,127 | 0.0% | — | 55 | +146,800 | New | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | New | 144,259 | 2,090 | 0.0% | — | 56 | +144,259 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 137,884 | 1,997 | 0.0% | 0.0% | 57 | -21,019 | -13.23% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 136,250 | 1,974 | 0.0% | 0.0% | 58 | +55,282 | 68.28% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 132,199 | 1,915 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 132,074 | 1,913 | 0.02% | 0.03% | 60 | +12,047 | 10.04% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 131,872 | 1,910 | 0.0% | 0.0% | 61 | +32,222 | 32.34% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 126,525 | 1,833 | 0.0% | 0.0% | 62 | -12,026 | -8.68% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 121,466 | 1,760 | 0.02% | 0.02% | 63 | -1,329 | -1.08% | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 119,448 | 1,730 | 0.02% | 0.03% | 64 | -7,438 | -5.86% | Q2 2026 | Jul 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 118,577 | 1,718 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 111,861 | 1,620 | 0.04% | 0.2% | 66 | -377,938 | -77.16% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 111,102 | 1,609 | 0.01% | — | 67 | +111,102 | New | Q2 2026 | Sep 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 107,479 | 1,557 | 0.02% | 0.02% | 68 | +2,591 | 2.47% | Q2 2026 | Jul 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 107,110 | 1,552 | 0.6% | 0.69% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 106,098 | 1,537 | 0.01% | 0.01% | 70 | -23,971 | -18.43% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | Added to | 104,200 | 1,509 | 0.01% | 0.02% | 71 | +12,783 | 13.98% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 100,140 | 1,451 | 0.01% | 0.01% | 72 | +5,831 | 6.18% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 98,572 | 1,428 | 0.0% | 0.0% | 73 | -348,034 | -77.93% | Q2 2026 | Sep 02, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 95,197 | 1,379 | 0.0% | 0.01% | 74 | -15,312 | -13.86% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | Added to | 93,212 | 1,350 | 0.24% | 0.24% | 75 | +9,459 | 11.29% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 84,198 | 1,220 | 0.0% | 0.0% | 76 | -7,784 | -8.46% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 82,711 | 1,198 | 0.0% | 0.0% | 77 | -87,865 | -51.51% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 81,864 | 1,186 | 0.02% | 0.02% | 78 | -6,309 | -7.16% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 78,293 | 1,134 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAM Holding AG | History | No change | 75,000 | 1,086 | 0.08% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 71,731 | 1,039 | 0.0% | 0.0% | 81 | -11,952 | -14.28% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 72,584 | 1,005 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 68,570 | 993 | 0.0% | 0.01% | 83 | -12,983 | -15.92% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 66,976 | 970 | 0.0% | 0.0% | 84 | +65,976 | 6597.6% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 65,435 | 948 | 0.05% | 0.16% | 85 | -108,948 | -62.48% | Q2 2026 | Jul 27, 2026 |
| PDS Planning, Inc | History | Added to | 62,103 | 899 | 0.05% | 0.05% | 86 | +7,106 | 12.92% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 61,707 | 894 | 0.0% | — | 87 | +61,707 | New | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 59,403 | 860 | 0.0% | 0.0% | 88 | -77,617 | -56.65% | Q2 2026 | Jul 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 58,932 | 853 | 0.0% | 0.0% | 89 | +35,470 | 151.18% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 58,677 | 850 | 0.0% | 0.0% | 90 | -11,918 | -16.88% | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 56,160 | 813 | 0.01% | 0.01% | 91 | -21,889 | -28.05% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | Reduced | 55,161 | 799 | 0.23% | 0.31% | 92 | -8,596 | -13.48% | Q2 2026 | Aug 10, 2026 |
| ALPS ADVISORS INC | History | Reduced | 54,068 | 783 | 0.0% | 0.0% | 93 | -9,768 | -15.3% | Q2 2026 | Jul 29, 2026 |
| Boston Common Asset Management, LLC | History | No change | 53,275 | 771 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DGS Capital Management, LLC | History | No change | 52,937 | 733 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | Added to | 48,504 | 702 | 0.01% | 0.01% | 96 | +24,901 | 105.5% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 45,951 | 665 | 0.0% | 0.0% | 97 | -48,591 | -51.4% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 45,000 | 652 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 43,000 | 623 | 0.19% | 0.18% | 99 | -250 | -0.58% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 42,384 | 614 | 0.0% | 0.0% | 100 | -5,228 | -10.98% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,357 | 613 | 0.0% | 0.0% | 101 | +5,107 | 13.71% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 41,306 | 598 | 0.02% | 0.02% | 102 | +206 | 0.5% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 41,233 | 597 | 0.0% | 0.01% | 103 | +2,909 | 7.59% | Q2 2026 | Jul 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,800 | 591 | 0.0% | 0.0% | 104 | -47,000 | -53.53% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 40,452 | 586 | 0.01% | 0.01% | 105 | -3,471 | -7.9% | Q2 2026 | Jul 28, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 40,000 | 579 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 39,276 | 569 | 0.0% | 0.0% | 107 | +5,018 | 14.65% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,381 | 541 | 0.0% | 0.0% | 108 | +48 | 0.13% | Q2 2026 | Aug 06, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 36,657 | 531 | 0.23% | 0.26% | 109 | -1,986 | -5.14% | Q2 2026 | Aug 13, 2026 |
| XY Capital Ltd | History | New | 34,542 | 500 | 0.48% | — | 110 | +34,542 | New | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 35,100 | 487 | 0.01% | 0.01% | 111 | -375 | -1.06% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | New | 33,228 | 481 | 0.02% | — | 112 | +33,228 | New | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | Reduced | 32,404 | 469 | 0.01% | 0.01% | 113 | -11,683 | -26.5% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 31,123 | 450 | 0.0% | 0.01% | 114 | -1,514 | -4.64% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | Added to | 30,898 | 447 | 0.0% | 0.0% | 115 | +8,742 | 39.46% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 30,162 | 437 | 0.0% | 0.0% | 116 | -4,530 | -13.06% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 30,000 | 434 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Reduced | 29,832 | 431 | 0.0% | 0.0% | 118 | -6,613 | -18.15% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 29,640 | 429 | 0.0% | 0.0% | 119 | +8,495 | 40.17% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | New | 28,839 | 417 | 0.01% | — | 120 | +28,839 | New | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 27,337 | 396 | 0.02% | 0.03% | 121 | -13,023 | -32.27% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 27,004 | 391 | 0.0% | 0.0% | 122 | +1,135 | 4.39% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 26,889 | 390 | 0.01% | 0.01% | 123 | -14,443 | -34.94% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 25,316 | 367 | 0.0% | 0.0% | 124 | -57,000 | -69.25% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,055 | 363 | 0.0% | 0.0% | 125 | +6,857 | 37.68% | Q2 2026 | Aug 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 24,898 | 360 | 0.0% | 0.0% | 126 | -1,918 | -7.15% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 24,879 | 360 | 0.03% | 0.03% | 127 | +811 | 3.37% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 24,573 | 356 | 0.07% | 0.07% | 128 | +1,200 | 5.13% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 23,976 | 347 | 0.02% | 0.02% | 129 | -3,304 | -12.11% | Q2 2026 | Aug 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 23,804 | 344 | 0.01% | 0.02% | 131 | -10,000 | -29.58% | Q2 2026 | Aug 06, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 23,802 | 344 | 0.04% | 0.04% | 130 | +7,068 | 42.24% | Q2 2026 | Jul 23, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 23,401 | 339 | 0.0% | 0.0% | 132 | -5,040 | -17.72% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 23,253 | 336 | 0.01% | 0.01% | 133 | -5,015 | -17.74% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 23,245 | 336 | 0.0% | 0.0% | 134 | +1,044 | 4.7% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 23,000 | 333 | 0.0% | 0.0% | 135 | -12,000 | -34.29% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 22,914 | 332 | 0.0% | 0.0% | 136 | -15,813 | -40.83% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 26,313 | 317 | 0.02% | 0.03% | 137 | -11,091 | -29.65% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 21,534 | 312 | 0.0% | 0.01% | 138 | -2,559 | -10.62% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 21,515 | 311 | 0.0% | 0.01% | 139 | -2,599 | -10.78% | Q2 2026 | Aug 11, 2026 |
| LGT Group Foundation | History | No change | 21,345 | 309 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Added to | 19,531 | 283 | 0.0% | 0.0% | 141 | +1,510 | 8.38% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,136 | 277 | 0.0% | 0.0% | 142 | +3,624 | 23.36% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,000 | 275 | 0.0% | 0.0% | 143 | -23,300 | -55.08% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,000 | 275 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MW ADVISORY, LLC | History | New | 18,505 | 268 | 0.11% | — | 145 | +18,505 | New | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 17,434 | 259 | 0.0% | — | 147 | +17,434 | New | Q2 2026 | Jul 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 17,910 | 259 | 0.0% | 0.0% | 146 | +2,414 | 15.58% | Q2 2026 | Jul 01, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 17,549 | 254 | 0.03% | 0.1% | 148 | -62,198 | -77.99% | Q2 2026 | Jul 22, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 18,825 | 248 | 0.05% | 0.05% | 149 | -2,625 | -12.24% | Q2 2026 | Jul 15, 2026 |
| Canopy Partners, LLC | History | Reduced | 16,756 | 242 | 0.07% | 0.09% | 150 | -2,740 | -14.05% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,628 | 240 | 0.0% | 0.0% | 151 | -1,932 | -10.41% | Q2 2026 | Aug 07, 2026 |
| Foster Group, Inc. | History | Reduced | 15,893 | 230 | 0.01% | 0.01% | 152 | -6,702 | -29.66% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 16,199 | 224 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 15,411 | 223 | 0.0% | 0.0% | 154 | +420 | 2.8% | Q2 2026 | Aug 10, 2026 |
| Hanson & Doremus Investment Management | History | No change | 15,161 | 220 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 15,133 | 219 | 0.03% | 0.04% | 156 | -93 | -0.61% | Q2 2026 | Jul 22, 2026 |
| Promethos Capital, LLC | History | New | 14,980 | 217 | 0.06% | — | 157 | +14,980 | New | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 14,922 | 216 | 0.01% | 0.01% | 158 | +1,991 | 15.4% | Q2 2026 | Jul 07, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 14,710 | 213 | 0.04% | 0.78% | 159 | -235,540 | -94.12% | Q2 2026 | Jul 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 14,616 | 211 | 0.0% | — | 161 | +14,616 | New | Q2 2026 | Jul 22, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 14,589 | 211 | 0.0% | 0.0% | 160 | -4,407 | -23.2% | Q2 2026 | Aug 03, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 14,428 | 209 | 0.07% | 0.12% | 162 | -5,801 | -28.68% | Q2 2026 | Aug 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 14,387 | 208 | 0.0% | 0.0% | 163 | -3,351 | -18.89% | Q2 2026 | Aug 12, 2026 |
| First Affirmative Financial Network | History | No change | 14,774 | 204 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 13,891 | 201 | 0.01% | 0.01% | 165 | +960 | 7.42% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,728 | 198 | 0.0% | 0.01% | 166 | -13,590 | -49.75% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Added to | 13,614 | 197 | 0.0% | 0.0% | 167 | +946 | 7.47% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,596 | 197 | 0.0% | 0.0% | 168 | +81 | 0.6% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,190 | 193 | 0.0% | 0.0% | 169 | +687 | 5.49% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | Added to | 12,971 | 187 | 0.0% | 0.0% | 170 | +2,699 | 26.28% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 12,735 | 184 | 0.0% | 0.0% | 171 | -8 | -0.06% | Q2 2026 | Jul 16, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 12,416 | 179 | 0.03% | 0.05% | 172 | -3,396 | -21.48% | Q2 2026 | Jul 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 11,751 | 170 | 0.02% | — | 173 | +11,751 | New | Q2 2026 | Aug 04, 2026 |
| Quadcap Wealth Management, LLC | History | New | 11,596 | 168 | 0.02% | — | 174 | +11,596 | New | Q2 2026 | Jul 31, 2026 |
| Ascent Group, LLC | History | Reduced | 10,828 | 156 | 0.0% | 0.01% | 175 | -3,289 | -23.3% | Q2 2026 | Aug 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 10,599 | 153 | 0.01% | — | 176 | +10,599 | New | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,477 | 151 | 0.0% | 0.0% | 177 | -929 | -8.14% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 8,062 | 116 | 0.0% | 0.0% | 178 | -8,054 | -49.98% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,429 | 107 | 0.0% | 0.0% | 179 | +4,088 | 122.36% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 6,876 | 99 | 0.0% | — | 180 | +6,876 | New | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | Added to | 6,547 | 95 | 0.0% | 0.0% | 181 | +1,054 | 19.19% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,437 | 93 | 0.0% | 0.0% | 182 | +1,535 | 31.31% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 5,773 | 83 | 0.0% | 0.0% | 183 | -568 | -8.96% | Q2 2026 | Aug 11, 2026 |
| Corient IA LP | History | Reduced | 5,500 | 79 | 0.07% | 0.22% | 184 | -11,040 | -66.75% | Q2 2026 | Aug 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 5,000 | 72 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parvin Asset Management, LLC | History | Added to | 4,925 | 71 | 0.06% | 0.04% | 186 | +1,125 | 29.61% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 4,595 | 66 | 0.01% | 0.01% | 187 | -55 | -1.18% | Q2 2026 | Jul 27, 2026 |
| WealthCollab, LLC | History | Reduced | 3,987 | 57 | 0.02% | 0.02% | 188 | -180 | -4.32% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,799 | 50 | 0.0% | 0.0% | 189 | -598 | -1.44% | Q2 2026 | Jul 15, 2026 |
| Clearstead Advisors, LLC | History | New | 3,338 | 48 | 0.0% | — | 190 | +3,338 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 3,200 | 46 | 0.0% | 0.0% | 191 | +320 | 11.11% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Reduced | 2,883 | 41 | 0.0% | 0.0% | 192 | -345 | -10.69% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,000 | 28 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,839 | 26 | 0.0% | 0.01% | 194 | -1,551 | -45.75% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,484 | 21 | 0.0% | — | 197 | +1,484 | New | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,500 | 21 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,500 | 21 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,390 | 20 | 0.0% | 0.0% | 198 | -4,265 | -75.42% | Q2 2026 | Jul 24, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 1,341 | 19 | 0.01% | 0.01% | 199 | +340 | 33.97% | Q2 2026 | Jul 22, 2026 |
| LifeSteps Financial, Inc. | History | New | 1,221 | 17 | 0.01% | — | 200 | +1,221 | New | Q2 2026 | Jul 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,138 | 16 | 0.0% | 0.0% | 202 | -43,638 | -97.46% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,113 | 16 | 0.0% | 0.0% | 201 | +383 | 52.47% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,061 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,005 | 14 | 0.0% | 0.0% | 207 | -719 | -41.71% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,033 | 14 | 0.0% | 0.0% | 205 | -380 | -26.89% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,000 | 14 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | No change | 1,000 | 14 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | New | 837 | 12 | 0.01% | — | 209 | +837 | New | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 866 | 12 | 0.0% | 0.0% | 208 | -260 | -23.09% | Q2 2026 | Sep 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 704 | 10 | 0.01% | — | 212 | +704 | New | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 726 | 10 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 710 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 628 | 9 | 0.0% | — | 215 | +628 | New | Q2 2026 | Jul 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 683 | 9 | 0.0% | 0.0% | 214 | +279 | 69.06% | Q2 2026 | Jul 27, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 700 | 9 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 617 | 8 | 0.0% | 0.0% | 217 | +177 | 40.23% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 605 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 511 | 7 | 0.0% | 0.0% | 218 | +228 | 80.57% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | Reduced | 448 | 6 | 0.0% | 0.0% | 220 | -56 | -11.11% | Q2 2026 | Aug 11, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 452 | 6 | 0.0% | 0.0% | 219 | -10 | -2.16% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 389 | 5 | 0.0% | 0.0% | 221 | -142 | -26.74% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Reduced | 294 | 4 | 0.0% | 0.0% | 223 | -123 | -29.5% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 340 | 4 | 0.0% | 0.0% | 222 | +113 | 49.78% | Q2 2026 | Jul 02, 2026 |
| Rossby Financial, LCC | History | Added to | 227 | 3 | 0.0% | 0.0% | 226 | +93 | 69.4% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 270 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 230 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 153 | 2 | 0.0% | 0.0% | 227 | +54 | 54.55% | Q2 2026 | Aug 10, 2026 |
| Navigoe, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | Reduced | 74 | 1 | 0.0% | 0.0% | 230 | -772 | -91.25% | Q2 2026 | Jul 28, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 90 | 1 | 0.0% | 0.0% | 233 | -97 | -51.87% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 86 | 1 | 0.0% | — | 237 | +86 | New | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | New | 69 | 1 | 0.0% | — | 238 | +69 | New | Q2 2026 | Jul 14, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 116 | 1 | 0.0% | 0.0% | 236 | +43 | 58.9% | Q2 2026 | Aug 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 130 | 1 | 0.0% | 0.0% | 229 | -31 | -19.25% | Q2 2026 | Aug 12, 2026 |
| Trust Co | History | No change | 82 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 105 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -198,046 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | Closed out | 0 | 0 | — | 0.02% | — | -191,397 | -100.0% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -92,944 | -100.0% | Q2 2026 | Jul 27, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -81,832 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.06% | — | -81,005 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.04% | — | -53,845 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.16% | — | -46,059 | -100.0% | Q2 2026 | Jul 31, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -28,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,489 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,952 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,425 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,280 | -100.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,898 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,584 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,705 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,392 | -100.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,785 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,532 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,921 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -11,449 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,526 | -100.0% | Q2 2026 | Jul 24, 2026 |
| EWA, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,251 | -100.0% | Q2 2026 | Jul 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.07% | — | -10,125 | -100.0% | Q2 2026 | Aug 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,744 | -100.0% | Q2 2026 | Aug 12, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,528 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,197 | -100.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -557 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -459 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Reduced | 36 | 0 | — | — | — | -6 | -14.29% | Q2 2026 | Jul 10, 2026 |
| Inspire Investing, LLC | History | Added to | 39 | 0 | — | — | — | +1 | 2.63% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |