Rithm Capital Corp. - RITM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 70,900,201 | 665,752 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 66,158 | 590,792 | 2.24% | 2.41% | 2 | +528 | 0.8% | Q3 2026 | Oct 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 28,799,811 | 270,430 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 25,126,442 | 235,937 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 18,684,494 | 175,447 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,616,077 | 109,074 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 10,079,308 | 94,669 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 7,985,095 | 74,980 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 7,070,159 | 66,388 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,756,013 | 63,438 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,471,067 | 60,763 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,435,377 | 51,038 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 5,323,500 | 49,988 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,933,214 | 46,322 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 3,543,693 | 33,275 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,199,516 | 30,384 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,156,016 | 29,634 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,125,774 | 29,351 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,066,963 | 28,798 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,060,513 | 28,738 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,912,017 | 27,343 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,896,278 | 27,196 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,833,824 | 26,609 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 2,671,220 | 25,082 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,649,440 | 23,659 | 0.01% | 0.01% | 25 | -43,467 | -1.61% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,374,523 | 22,296 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 2,322,474 | 21,808 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,303,367 | 21,628 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 2,344,533 | 20,936 | 0.13% | 0.13% | 29 | +1,500 | 0.06% | Q3 2026 | Oct 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,144,328 | 20,137 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,142,780 | 20,120 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 2,046,427 | 19,215 | 0.63% | 0.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 2,038,125 | 19,137 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 2,025,000 | 19,014 | 0.28% | 0.28% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 1,918,145 | 18,011 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,728,330 | 16,230 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,694,888 | 15,914 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 1,446,395 | 13,581 | 1.24% | 1.24% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,366,788 | 12,834 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,435,825 | 12,821 | 0.23% | 0.23% | 40 | +10,627 | 0.75% | Q3 2026 | Oct 23, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,357,735 | 12,749 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,310,379 | 12,304 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 1,373,683 | 12,266 | 2.09% | 2.7% | 43 | +41,100 | 3.08% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 1,285,948 | 12,075 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayview Asset Management, LLC | History | No change | 1,240,459 | 11,647 | 2.35% | 2.35% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 1,239,557 | 11,639 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 1,235,488 | 11,601 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,157,741 | 10,871 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,134,283 | 10,651 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 1,129,257 | 10,603 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterfall Asset Management, LLC | History | No change | 1,127,584 | 10,587 | 6.48% | 6.48% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 1,115,405 | 10,473 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,104,148 | 10,367 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,081,000 | 10,150 | 5.02% | 5.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,028,783 | 9,660 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 989,882 | 9,294 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 889,859 | 8,355 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 841,617 | 7,902 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 829,606 | 7,790 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 824,889 | 7,745 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 748,100 | 7,024 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 738,245 | 6,932 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 734,390 | 6,895 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 674,906 | 6,337 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 654,308 | 6,143 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 650,094 | 6,104 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 608,486 | 5,713 | 0.62% | 0.62% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 607,325 | 5,702 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 579,095 | 5,437 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 557,620 | 5,236 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 552,987 | 5,192 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 539,463 | 5,065 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 531,638 | 4,992 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 521,069 | 4,892 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 516,900 | 4,853 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 542,092 | 4,840 | 0.02% | 0.02% | 76 | +10,616 | 2.0% | Q3 2026 | Nov 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 504,482 | 4,737 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 518,002 | 4,418 | 0.57% | 0.77% | 78 | -34,789 | -6.29% | Q3 2026 | Oct 20, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 468,732 | 4,401 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 467,589 | 4,390 | 0.45% | 0.45% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 452,327 | 4,288 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 472,445 | 4,218 | 0.04% | 0.05% | 82 | -90,051 | -16.01% | Q3 2026 | Oct 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 446,708 | 4,193 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 417,527 | 3,920 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 416,215 | 3,908 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOMURA HOLDINGS INC | History | No change | 409,060 | 3,841 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 408,272 | 3,833 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 423,845 | 3,784 | 0.04% | 0.06% | 88 | -188,465 | -30.78% | Q3 2026 | Nov 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 385,166 | 3,616 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 378,870 | 3,558 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 342,298 | 3,214 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alden Global Capital LLC | History | No change | 331,584 | 3,113 | 1.14% | 1.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 400,437 | 2,973 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 320,233 | 2,859 | 0.03% | 0.04% | 94 | -30,484 | -8.69% | Q3 2026 | Oct 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 300,924 | 2,826 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 303,179 | 2,707 | 0.0% | 0.0% | 96 | -26,376 | -8.0% | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | No change | 274,146 | 2,574 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 271,191 | 2,546 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 278,704 | 2,488 | 0.0% | 0.0% | 99 | -269,807 | -49.19% | Q3 2026 | Nov 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 264,348 | 2,482 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 264,093 | 2,479 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | No change | 259,927 | 2,442 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melia Wealth LLC | History | No change | 254,370 | 2,388 | 1.37% | 1.37% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 250,221 | 2,349 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplify Asset Management Inc. | History | Reduced | 269,703 | 2,341 | 0.04% | 0.05% | 105 | -141,890 | -34.47% | Q3 2026 | Oct 27, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 95,825 | 2,319 | 0.5% | 0.5% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 238,419 | 2,238 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Treasurer of the State of North Carolina | History | No change | 236,831 | 2,224 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 231,910 | 2,177 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 229,761 | 2,157 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 237,900 | 2,124 | 0.03% | 0.03% | 111 | -6,800 | -2.78% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 224,436 | 2,107 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 223,994 | 2,103 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 234,655 | 2,095 | 0.0% | 0.01% | 114 | -12,111 | -4.91% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 219,166 | 2,057 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 214,684 | 2,015 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 213,649 | 2,006 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 212,998 | 2,000 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 212,742 | 1,997 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 211,469 | 1,985 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 206,079 | 1,943 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 215,339 | 1,922 | 0.8% | 0.87% | 122 | +17,764 | 8.99% | Q3 2026 | Oct 28, 2026 |
| WINTON GROUP Ltd | History | No change | 201,711 | 1,894 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 197,062 | 1,850 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 203,441 | 1,816 | 0.0% | 0.0% | 125 | +58,646 | 40.5% | Q3 2026 | Nov 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 192,701 | 1,809 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 192,501 | 1,807 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 190,245 | 1,786 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 190,719 | 1,703 | 0.04% | 0.05% | 129 | -27,782 | -12.71% | Q3 2026 | Oct 22, 2026 |
| Lido Advisors, LLC | History | Added to | 187,508 | 1,674 | 0.0% | 0.0% | 130 | +27,707 | 17.34% | Q3 2026 | Nov 04, 2026 |
| Boston Partners | History | No change | 176,349 | 1,655 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sullivan Wood Capital Management LLC | History | Reduced | 182,364 | 1,628 | 2.5% | 2.39% | 132 | -3,749 | -2.01% | Q3 2026 | Oct 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 172,690 | 1,621 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 179,432 | 1,602 | 0.02% | 0.02% | 134 | -4,597 | -2.5% | Q3 2026 | Oct 22, 2026 |
| Range Financial Group LLC | History | Added to | 178,876 | 1,597 | 0.44% | 0.46% | 135 | +1,329 | 0.75% | Q3 2026 | Oct 20, 2026 |
| Capital Square, LLC | History | Reduced | 175,435 | 1,566 | 0.69% | 0.75% | 136 | -9,412 | -5.09% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 164,491 | 1,544 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 176,210 | 1,534 | 0.5% | 0.56% | 138 | -2,719 | -1.52% | Q3 2026 | Oct 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 161,577 | 1,517 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 160,193 | 1,504 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 158,864 | 1,491 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 158,510 | 1,488 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantbot Technologies LP | History | No change | 157,309 | 1,477 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 167,431 | 1,443 | 0.0% | 0.0% | 144 | -32,745 | -16.36% | Q3 2026 | Oct 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 150,805 | 1,416 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 150,132 | 1,409 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 149,744 | 1,406 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 157,328 | 1,404 | 0.01% | 0.01% | 148 | +3,941 | 2.57% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 156,450 | 1,397 | 0.02% | 0.02% | 149 | -4,593 | -2.85% | Q3 2026 | Oct 22, 2026 |
| Curi Capital, LLC | History | No change | 132,011 | 1,387 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 154,594 | 1,381 | 0.01% | 0.01% | 151 | -5,322 | -3.33% | Q3 2026 | Oct 23, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 154,014 | 1,375 | 0.47% | 0.58% | 152 | -21,396 | -12.2% | Q3 2026 | Oct 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 145,084 | 1,362 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 142,837 | 1,341 | 0.19% | 0.19% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 139,374 | 1,308 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 146,423 | 1,307 | 0.02% | 0.03% | 156 | +1,721 | 1.19% | Q3 2026 | Oct 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 138,000 | 1,295 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oak Thistle LLC | History | New | 144,167 | 1,287 | 0.12% | — | 158 | +144,167 | New | Q3 2026 | Oct 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 137,056 | 1,286 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 136,407 | 1,280 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 135,500 | 1,272 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 141,700 | 1,265 | 0.0% | 0.0% | 162 | -132,750 | -48.37% | Q3 2026 | Nov 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 130,545 | 1,225 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 127,383 | 1,196 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 131,568 | 1,174 | 0.01% | 0.01% | 165 | -826 | -0.62% | Q3 2026 | Nov 03, 2026 |
| NEOS Investment Management LLC | History | Added to | 130,154 | 1,129 | 0.0% | 0.0% | 166 | +15,563 | 13.58% | Q3 2026 | Nov 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 125,300 | 1,118 | 0.01% | 0.01% | 167 | -700 | -0.56% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 124,880 | 1,115 | 0.0% | 0.0% | 168 | +15,287 | 13.95% | Q3 2026 | Nov 02, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 115,044 | 1,080 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 111,375 | 1,045 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 110,665 | 1,039 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 105,897 | 994 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 105,762 | 993 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Access Investment Management LLC | History | Reduced | 110,425 | 986 | 0.24% | 0.28% | 174 | -6,575 | -5.62% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 107,150 | 956 | 0.0% | 0.0% | 175 | -37,963 | -26.16% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 100,971 | 948 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 99,498 | 934 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 99,368 | 933 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 99,048 | 930 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 98,389 | 923 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 95,046 | 892 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arax Advisory Partners | History | No change | 94,038 | 883 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Investment Advisors | History | Added to | 97,939 | 874 | 0.38% | 0.35% | 183 | +18,886 | 23.89% | Q3 2026 | Oct 20, 2026 |
| Advisors Asset Management, Inc. | History | No change | 92,944 | 872 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 94,370 | 842 | 0.0% | 0.0% | 185 | +736 | 0.79% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 87,652 | 823 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kendall Capital Management | History | Reduced | 90,850 | 811 | 0.13% | 0.2% | 187 | -37,645 | -29.3% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,596 | 791 | 0.0% | 0.0% | 188 | -3,880 | -4.2% | Q3 2026 | Oct 30, 2026 |
| Cannell & Spears LLC | History | No change | 84,142 | 790 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 87,004 | 776 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 85,786 | 766 | 0.39% | 0.41% | 191 | -3,492 | -3.91% | Q3 2026 | Oct 26, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80,792 | 758 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 79,085 | 742 | 0.31% | 0.31% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 78,300 | 735 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 78,341 | 735 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 81,721 | 729 | 0.0% | 0.0% | 196 | -128,196 | -61.07% | Q3 2026 | Nov 02, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 74,272 | 697 | 0.47% | 0.47% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 74,100 | 695 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,239 | 650 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 69,804 | 623 | 0.01% | 0.01% | 200 | +971 | 1.41% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 66,212 | 621 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 69,267 | 618 | 0.01% | 0.01% | 202 | -149 | -0.21% | Q3 2026 | Oct 23, 2026 |
| Empowered Funds, LLC | History | No change | 65,700 | 616 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 65,275 | 611 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Achmea Investment Management B.V. | History | New | 67,400 | 602 | 0.0% | — | 205 | +67,400 | New | Q3 2026 | Oct 30, 2026 |
| 1776 Wealth LLC | History | No change | 63,083 | 592 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 68,405 | 577 | 0.03% | 0.03% | 207 | +1,967 | 2.96% | Q3 2026 | Oct 21, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 59,620 | 559 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 59,255 | 556 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 61,734 | 551 | 0.0% | 0.0% | 210 | +12,579 | 25.59% | Q3 2026 | Oct 20, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 54,309 | 549 | 0.3% | 0.3% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 58,258 | 547 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | Added to | 63,295 | 545 | 0.01% | 0.01% | 213 | +32,922 | 108.39% | Q3 2026 | Oct 09, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 60,526 | 540 | 0.01% | 0.01% | 214 | +1,271 | 2.14% | Q3 2026 | Nov 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 57,052 | 535 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 58,988 | 526 | 0.01% | 0.01% | 216 | +7,776 | 15.18% | Q3 2026 | Oct 23, 2026 |
| TCW GROUP INC | History | No change | 55,339 | 519 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 54,685 | 513 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 54,077 | 507 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 53,730 | 504 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 57,409 | 500 | 0.01% | 0.01% | 221 | +2,036 | 3.68% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 57,409 | 500 | 0.01% | 0.01% | 222 | +2,036 | 3.68% | Q3 2026 | Oct 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 53,182 | 499 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 56,770 | 496 | 0.0% | 0.0% | 224 | +1,020 | 1.83% | Q3 2026 | Oct 16, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 55,089 | 491 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 55,358 | 484 | 0.03% | 0.04% | 226 | -8,661 | -13.53% | Q3 2026 | Nov 02, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 51,649 | 484 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 54,106 | 483 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 52,057 | 464 | 0.34% | 0.34% | 229 | -34 | -0.07% | Q3 2026 | Oct 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 49,512 | 464 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fulcrum Asset Management LLP | History | New | 50,817 | 463 | 0.02% | — | 231 | +50,817 | New | Q3 2026 | Nov 04, 2026 |
| CIBC Asset Management Inc | History | Reduced | 50,971 | 455 | 0.0% | 0.0% | 232 | -1,019 | -1.96% | Q3 2026 | Nov 05, 2026 |
| Sage Investment Counsel LLC | History | Added to | 50,700 | 452 | 0.45% | 0.44% | 233 | +4,000 | 8.57% | Q3 2026 | Oct 26, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 50,501 | 451 | 0.0% | 0.0% | 234 | -39,681 | -44.0% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,097 | 447 | 0.01% | 0.0% | 235 | +15,909 | 46.53% | Q3 2026 | Nov 03, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 49,220 | 439 | 0.05% | 0.05% | 236 | +1,174 | 2.44% | Q3 2026 | Oct 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 48,925 | 436 | 0.24% | 0.15% | 237 | +21,300 | 77.1% | Q3 2026 | Oct 13, 2026 |
| Apella Capital, LLC | History | Reduced | 51,021 | 435 | 0.01% | 0.01% | 238 | -45 | -0.09% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 46,009 | 432 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 45,773 | 429 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 45,243 | 425 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Palogic Value Management, L.P. | History | No change | 45,100 | 423 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 44,398 | 416 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 44,476 | 397 | 0.01% | 0.01% | 244 | +50 | 0.11% | Q3 2026 | Oct 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 42,302 | 393 | 0.01% | 0.01% | 245 | +2,622 | 6.61% | Q3 2026 | Nov 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 41,532 | 389 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 43,500 | 388 | 0.1% | 0.11% | 247 | +1,500 | 3.57% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 39,944 | 375 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 41,494 | 370 | 0.01% | 0.01% | 249 | -646 | -1.53% | Q3 2026 | Oct 22, 2026 |
| XPONANCE LLC | History | Reduced | 40,413 | 360 | 0.0% | 0.0% | 250 | -756 | -1.84% | Q3 2026 | Nov 03, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 40,000 | 357 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Reduced | 39,940 | 356 | 0.17% | 0.16% | 252 | -4,800 | -10.73% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Reduced | 39,799 | 355 | 0.01% | 0.01% | 253 | -5,879 | -12.87% | Q3 2026 | Oct 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 37,696 | 353 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwave Capital, LLC | History | Reduced | 39,237 | 350 | 0.18% | 0.28% | 255 | -14,009 | -26.31% | Q3 2026 | Oct 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 38,607 | 344 | 0.0% | 0.01% | 256 | -86,129 | -69.05% | Q3 2026 | Oct 16, 2026 |
| Penbrook Management LLC | History | Reduced | 38,337 | 342 | 0.2% | 0.23% | 257 | -863 | -2.2% | Q3 2026 | Oct 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 37,800 | 337 | 0.14% | 0.29% | 258 | -100,200 | -72.61% | Q3 2026 | Oct 14, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 35,843 | 336 | 0.3% | 0.3% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 35,545 | 333 | 0.01% | 0.01% | 261 | +5,281 | 17.45% | Q3 2026 | Oct 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 35,553 | 333 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 35,086 | 329 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 36,805 | 328 | 0.0% | 0.0% | 263 | +743 | 2.06% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 34,259 | 321 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 35,685 | 318 | 0.01% | 0.01% | 265 | +112 | 0.31% | Q3 2026 | Nov 03, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 35,035 | 312 | 0.1% | 0.07% | 266 | +12,470 | 55.26% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 33,138 | 311 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,252 | 302 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sagewood Asset Management LP | History | No change | 31,238 | 293 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 31,096 | 292 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 31,192 | 292 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 31,158 | 292 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 30,846 | 289 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 30,826 | 289 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | Added to | 31,990 | 285 | 0.0% | 0.0% | 275 | +745 | 2.38% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 31,602 | 282 | 0.03% | 0.02% | 276 | +14,303 | 82.68% | Q3 2026 | Oct 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 31,598 | 282 | 0.18% | 0.19% | 277 | -1,510 | -4.56% | Q3 2026 | Nov 04, 2026 |
| Utah Retirement Systems | History | No change | 29,327 | 275 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORAN Wealth, LLC | History | No change | 29,244 | 274 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 63 | 268 | 0.1% | 0.1% | 281 | -29,962 | -99.79% | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 28,570 | 268 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 28,256 | 265 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,202 | 264 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 29,007 | 259 | 0.04% | 0.04% | 284 | +2,281 | 8.53% | Q3 2026 | Oct 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 27,304 | 256 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 27,201 | 255 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 28,246 | 252 | 0.01% | 0.01% | 287 | -11,190 | -28.38% | Q3 2026 | Oct 26, 2026 |
| Shay Capital LLC | History | No change | 26,905 | 252 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 26,811 | 251 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 25,756 | 242 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 24,685 | 231 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 24,510 | 230 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 24,583 | 230 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BostonPremier Wealth LLC | History | No change | 25,550 | 228 | 0.09% | 0.1% | 294 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,093 | 224 | 0.0% | 0.0% | 295 | +1,466 | 6.2% | Q3 2026 | Oct 21, 2026 |
| M&T BANK CORP | History | No change | 23,477 | 220 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 23,172 | 217 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True North Advisors, LLC | History | Reduced | 23,307 | 208 | 0.02% | 0.02% | 298 | -213 | -0.91% | Q3 2026 | Oct 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 22,064 | 207 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 23,760 | 204 | 0.0% | 0.0% | 300 | +7,697 | 47.92% | Q3 2026 | Oct 23, 2026 |
| Cetera Trust Company, N.A | History | No change | 21,625 | 203 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 22,528 | 201 | 0.0% | 0.0% | 302 | +806 | 3.71% | Q3 2026 | Oct 08, 2026 |
| STRS OHIO | History | Added to | 22,279 | 198 | 0.0% | 0.0% | 303 | +3,198 | 16.76% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 20,982 | 197 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,995 | 196 | 0.0% | 0.0% | 305 | +104 | 0.48% | Q3 2026 | Oct 30, 2026 |
| World Investment Advisors | History | No change | 20,366 | 193 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 21,602 | 192 | 0.01% | 0.02% | 308 | -445 | -2.02% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 20,496 | 192 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,382 | 191 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | No change | 20,428 | 191 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | New | 21,120 | 188 | 0.0% | — | 311 | +21,120 | New | Q3 2026 | Oct 15, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 20,000 | 187 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 19,522 | 183 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,094 | 179 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrust Axiom LLC | History | No change | 19,000 | 178 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 20,040 | 178 | 0.07% | 0.08% | 316 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 19,402 | 173 | 0.0% | 0.0% | 317 | +704 | 3.77% | Q3 2026 | Oct 26, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 19,153 | 171 | 0.07% | 0.06% | 318 | +620 | 3.35% | Q3 2026 | Oct 15, 2026 |
| Advisory Advocates, LLC | History | No change | 18,300 | 171 | 0.15% | 0.15% | 319 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | Added to | 19,102 | 170 | 0.02% | 0.02% | 321 | +294 | 1.56% | Q3 2026 | Oct 20, 2026 |
| Waverly Advisors, LLC | History | No change | 18,165 | 170 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 18,069 | 169 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,609 | 165 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 17,600 | 165 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vident Advisory, LLC | History | No change | 17,646 | 165 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 18,122 | 161 | 0.06% | 0.05% | 326 | +113 | 0.63% | Q3 2026 | Oct 26, 2026 |
| COMMERCE BANK | History | No change | 17,020 | 159 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Dakota State Investment Board | History | Added to | 17,030 | 152 | 0.01% | 0.01% | 328 | +456 | 2.75% | Q3 2026 | Oct 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 16,844 | 150 | 0.0% | 0.0% | 331 | -16 | -0.09% | Q3 2026 | Oct 22, 2026 |
| KBC Group NV | History | No change | 16,794 | 150 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 16,000 | 150 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,717 | 149 | 0.0% | 0.01% | 332 | +106 | 0.64% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Added to | 16,488 | 147 | 0.09% | 0.07% | 333 | +3,927 | 31.26% | Q3 2026 | Oct 30, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 16,386 | 146 | 0.01% | 0.01% | 334 | +310 | 1.93% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,306 | 145 | 0.0% | 0.0% | 337 | +4,530 | 38.47% | Q3 2026 | Oct 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 15,464 | 145 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 14,200 | 145 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 15,435 | 144 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 15,420 | 144 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 15,215 | 142 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 15,202 | 142 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,884 | 141 | 0.0% | 0.0% | 342 | +2,703 | 20.51% | Q3 2026 | Oct 22, 2026 |
| Saiph Capital, LLC | History | No change | 15,063 | 141 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 14,802 | 138 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 15,500 | 138 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,391 | 135 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daytona Street Capital LLC | History | Reduced | 15,380 | 134 | 0.1% | 0.11% | 347 | -820 | -5.06% | Q3 2026 | Oct 15, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 14,950 | 133 | 0.09% | 0.1% | 348 | +250 | 1.7% | Q3 2026 | Oct 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,777 | 131 | 0.01% | 0.01% | 349 | +1,200 | 8.84% | Q3 2026 | Oct 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 13,914 | 130 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 13,880 | 130 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 14,320 | 127 | 0.0% | 0.0% | 352 | -360 | -2.45% | Q3 2026 | Oct 28, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 14,280 | 127 | 0.02% | 0.02% | 353 | +355 | 2.55% | Q3 2026 | Oct 21, 2026 |
| GoalVest Advisory LLC | History | No change | 14,254 | 127 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 13,351 | 125 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| one8zero8, LLC | History | No change | 13,400 | 125 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 13,625 | 121 | 0.02% | 0.02% | 358 | -2,875 | -17.42% | Q3 2026 | Oct 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 13,577 | 121 | 0.04% | 0.04% | 359 | -1,400 | -9.35% | Q3 2026 | Oct 23, 2026 |
| Goodman Financial Corp | History | No change | 12,942 | 121 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Added to | 13,465 | 120 | 0.0% | 0.0% | 360 | +3,000 | 28.67% | Q3 2026 | Oct 08, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 13,190 | 117 | 0.02% | 0.02% | 362 | -186 | -1.39% | Q3 2026 | Oct 20, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 13,188 | 117 | 0.08% | 0.09% | 361 | +25 | 0.19% | Q3 2026 | Oct 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 12,379 | 116 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenwich Wealth Management LLC | History | No change | 12,003 | 113 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 12,047 | 113 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,893 | 111 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alta Advisers Ltd | History | New | 12,100 | 108 | 0.02% | — | 367 | +12,100 | New | Q3 2026 | Nov 02, 2026 |
| Bank & Trust Co | History | No change | 11,959 | 106 | 0.07% | 0.07% | 368 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,987 | 103 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 11,000 | 103 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | No change | 11,059 | 103 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DRW Securities, LLC | History | No change | 10,731 | 100 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 10,544 | 99 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,456 | 98 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Slagle Financial, LLC | History | No change | 10,341 | 97 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,777 | 96 | 0.07% | 0.07% | 376 | +11 | 0.1% | Q3 2026 | Oct 23, 2026 |
| AlphaCore Capital LLC | History | Reduced | 10,643 | 95 | 0.0% | 0.0% | 377 | -474 | -4.26% | Q3 2026 | Nov 04, 2026 |
| Royal Fund Management, LLC | History | New | 10,614 | 94 | 0.01% | — | 378 | +10,614 | New | Q3 2026 | Oct 22, 2026 |
| Abel Hall, LLC | History | New | 10,459 | 93 | 0.02% | — | 381 | +10,459 | New | Q3 2026 | Oct 19, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 10,000 | 93 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | History | No change | 10,001 | 93 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | New | 10,222 | 91 | 0.01% | — | 383 | +10,222 | New | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Added to | 10,191 | 91 | 0.0% | 0.0% | 382 | +1,662 | 19.49% | Q3 2026 | Oct 16, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 10,088 | 90 | 0.09% | 0.09% | 384 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 10,000 | 89 | 0.04% | 0.03% | 385 | +1,150 | 12.99% | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 9,545 | 89 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,075 | 85 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 8,737 | 78 | 0.01% | 0.01% | 388 | -141 | -1.59% | Q3 2026 | Oct 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 8,554 | 76 | 0.05% | 0.05% | 389 | +90 | 1.06% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,012 | 65 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 6,700 | 62 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 6,659 | 62 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 6,001 | 53 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 5,272 | 49 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,997 | 46 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 4,632 | 43 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,566 | 42 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 4,451 | 41 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,923 | 36 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,019 | 35 | 0.0% | 0.0% | 402 | -265 | -6.19% | Q3 2026 | Nov 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 3,986 | 35 | 0.01% | 0.01% | 401 | +99 | 2.55% | Q3 2026 | Oct 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,767 | 35 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 3,825 | 35 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | New | 3,264 | 29 | 0.0% | — | 405 | +3,264 | New | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,166 | 29 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 3,210 | 28 | 0.0% | 0.0% | 406 | +2,535 | 375.56% | Q3 2026 | Oct 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 3,010 | 26 | 0.0% | — | 408 | +3,010 | New | Q3 2026 | Oct 27, 2026 |
| CITY HOLDING CO | History | Reduced | 3,000 | 26 | 0.0% | 0.0% | 407 | -850 | -22.08% | Q3 2026 | Oct 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,700 | 25 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,525 | 23 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 932 | 23 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 2,486 | 23 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 2,484 | 23 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 2,483 | 22 | 0.01% | — | 416 | +2,483 | New | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,363 | 22 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 2,524 | 22 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,420 | 21 | 0.0% | 0.0% | 417 | +30 | 1.26% | Q3 2026 | Oct 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,136 | 20 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 2,204 | 19 | 0.01% | — | 419 | +2,204 | New | Q3 2026 | Oct 09, 2026 |
| Nova Financial LLC | History | New | 2,104 | 18 | 0.01% | — | 424 | +2,104 | New | Q3 2026 | Nov 04, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 2,000 | 18 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,918 | 18 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,000 | 18 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,000 | 18 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,828 | 17 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 1,800 | 16 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,816 | 16 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,700 | 15 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Elyxium Wealth, LLC | History | New | 1,611 | 14 | 0.0% | — | 431 | +1,611 | New | Q3 2026 | Oct 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,612 | 14 | 0.0% | 0.0% | 429 | +1,073 | 199.07% | Q3 2026 | Oct 07, 2026 |
| Essential Partners LLC | History | Added to | 1,573 | 14 | 0.01% | 0.0% | 430 | +464 | 41.84% | Q3 2026 | Oct 14, 2026 |
| Sachetta, LLC | History | No change | 1,448 | 13 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,490 | 13 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,377 | 12 | 0.0% | 0.0% | 434 | +347 | 33.69% | Q3 2026 | Nov 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,250 | 11 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,271 | 11 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,267 | 11 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,171 | 10 | 0.0% | — | 439 | +1,169 | 58450.0% | Q3 2026 | Oct 26, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,080 | 10 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,090 | 9 | 0.0% | 0.0% | 440 | -2,000 | -64.72% | Q3 2026 | Oct 05, 2026 |
| Avion Wealth | History | Added to | 1,106 | 9 | 0.0% | 0.0% | 442 | +28 | 2.6% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,065 | 9 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,062 | 9 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| McMillan Office, Inc. | History | No change | 980 | 9 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 928 | 8 | 0.0% | 0.0% | 448 | +60 | 6.91% | Q3 2026 | Nov 05, 2026 |
| Grove Bank & Trust | History | No change | 1,000 | 8 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 908 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Citizens National Bank Trust Department | History | No change | 800 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 800 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 800 | 7 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NFSG Corp | History | Added to | 715 | 6 | 0.0% | 0.0% | 454 | +500 | 232.56% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 748 | 6 | 0.0% | 0.0% | 452 | +86 | 12.99% | Q3 2026 | Oct 01, 2026 |
| Optiver Holding B.V. | History | No change | 739 | 6 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Private Wealth Management, LLC | History | New | 635 | 5 | 0.0% | — | 460 | +635 | New | Q3 2026 | Oct 19, 2026 |
| Root Financial Partners, LLC | History | New | 570 | 5 | 0.0% | — | 459 | +570 | New | Q3 2026 | Oct 21, 2026 |
| Archer Investment Corp | History | Added to | 654 | 5 | 0.0% | 0.0% | 457 | +4 | 0.62% | Q3 2026 | Nov 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 592 | 5 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 573 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 670 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WPG Advisers, LLC | History | Added to | 499 | 4 | 0.0% | 0.0% | 468 | +360 | 258.99% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 515 | 4 | 0.0% | 0.0% | 461 | +340 | 194.29% | Q3 2026 | Oct 22, 2026 |
| Hughes Financial Services, LLC | History | Added to | 502 | 4 | 0.0% | 0.0% | 466 | +2 | 0.4% | Q3 2026 | Oct 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 450 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 450 | 4 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | No change | 515 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 437 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 336 | 3 | 0.0% | — | 475 | +336 | New | Q3 2026 | Oct 23, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 409 | 3 | 0.0% | 0.0% | 472 | -88 | -17.71% | Q3 2026 | Oct 19, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 411 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | No change | 370 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 324 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Markowski Investments | History | No change | 400 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FNY Investment Advisers, LLC | History | New | 300 | 2 | 0.0% | — | 480 | +300 | New | Q3 2026 | Oct 16, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 298 | 2 | 0.0% | 0.0% | 479 | +56 | 23.14% | Q3 2026 | Oct 07, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 263 | 2 | 0.0% | 0.0% | 477 | +7 | 2.73% | Q3 2026 | Oct 28, 2026 |
| TSFG, LLC | History | No change | 204 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 213 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Wealth Partners | History | New | 215 | 1 | 0.0% | — | 494 | +215 | New | Q3 2026 | Oct 16, 2026 |
| Abound Wealth Management | History | New | 212 | 1 | 0.0% | — | 493 | +212 | New | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | Added to | 212 | 1 | 0.0% | — | 486 | +127 | 149.41% | Q3 2026 | Oct 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 122 | 1 | 0.0% | — | 492 | +122 | New | Q3 2026 | Oct 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 149 | 1 | 0.0% | 0.0% | 484 | +13 | 9.56% | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 114 | 1 | 0.0% | — | 490 | +12 | 11.76% | Q3 2026 | Oct 29, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 115 | 1 | 0.0% | 0.0% | 482 | +3 | 2.68% | Q3 2026 | Oct 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 219 | 1 | 0.0% | 0.0% | 487 | -2 | -0.9% | Q3 2026 | Nov 02, 2026 |
| HM PAYSON & CO | History | No change | 142 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 210 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 138 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 117 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 158 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -749,526 | -100.0% | Q3 2026 | Oct 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -44,999 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Edge Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,031 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,753 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,250 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,093 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,077 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,500 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Altus Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,915 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Gray Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,875 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Diligent Investors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,082 | -100.0% | Q3 2026 | Oct 21, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,197 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,163 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,950 | -100.0% | Q3 2026 | Oct 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,832 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,749 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MCDONALD PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 90 | 0 | — | 0.0% | — | -169 | -65.25% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -168 | -96.55% | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6 | 0 | — | 0.0% | — | -108 | -94.74% | Q3 2026 | Nov 04, 2026 |
| Ascentis Independent Advisors | History | New | 105 | 0 | — | — | — | +105 | New | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | New | 66 | 0 | — | — | — | +66 | New | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -66 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -64 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | Added to | 107 | 0 | — | — | — | +58 | 118.37% | Q3 2026 | Oct 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 94 | 0 | — | 0.0% | — | -45 | -32.37% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Added to | 55 | 0 | — | — | — | +25 | 83.33% | Q3 2026 | Oct 08, 2026 |
| Planning Strategies Inc. | History | Reduced | 16 | 0 | — | — | — | -25 | -60.98% | Q3 2026 | Oct 02, 2026 |
| Ascentis Wealth Management, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 03, 2026 |
| James T. Borello RIA | History | Added to | 42 | 0 | — | — | — | +21 | 100.0% | Q3 2026 | Oct 16, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 23, 2026 |
| American Capital Advisory, LLC | History | Reduced | 9 | 0 | — | — | — | -4 | -30.77% | Q3 2026 | Oct 28, 2026 |
| Torren Management, LLC | History | Added to | 74 | 0 | — | — | — | +1 | 1.37% | Q3 2026 | Oct 29, 2026 |
| FIRST HORIZON CORP | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Triumph Capital Management | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arlington Trust Co LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |