RENAISSANCERE HOLDINGS LTD - RNR
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 | 4,164,482 | 1,319,724 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 2,399,303 | 760,339 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,250,491 | 713,180 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,929,031 | 611,309 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 397,796 | 542,820 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Boston Partners | History | No change | 1,649,317 | 522,692 | 0.46% | 0.46% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE STREET CORP | History | No change | 1,611,141 | 510,570 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Capital World Investors | History | No change | 1,570,107 | 497,566 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,223,134 | 389,259 | 0.07% | 0.07% | 9 | +45,136 | 3.83% | Q3 2026 | Nov 04, 2026 |
| Capital International Investors | History | No change | 1,152,176 | 365,124 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,005,488 | 318,701 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polar Capital Holdings Plc | History | No change | 943,566 | 299,016 | 0.71% | 0.71% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 895,430 | 283,761 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 837,007 | 265,249 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impax Asset Management Group plc | History | No change | 615,422 | 195,027 | 1.27% | 1.27% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 610,252 | 193,388 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 584,871 | 185,350 | 0.34% | 0.34% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOKE & BIELER LP | History | Reduced | 578,315 | 184,037 | 2.9% | 2.85% | 18 | -198,284 | -25.53% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 574,638 | 182,102 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 564,127 | 178,771 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 543,123 | 172,115 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orbis Allan Gray Ltd | History | No change | 542,301 | 171,855 | 0.59% | 0.59% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 521,980 | 165,415 | 0.6% | 0.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 459,833 | 145,721 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 439,234 | 139,193 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SRB CORP | History | No change | 388,478 | 123,108 | 6.62% | 6.62% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 376,244 | 119,231 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 368,308 | 116,716 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 365,393 | 116,279 | 0.13% | 0.11% | 29 | +29,629 | 8.82% | Q3 2026 | Nov 02, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 357,918 | 113,424 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 339,125 | 107,468 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 320,697 | 102,055 | 0.12% | 0.13% | 32 | -21,641 | -6.32% | Q3 2026 | Oct 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 308,573 | 97,786 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 283,399 | 89,809 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 277,424 | 87,915 | 0.67% | 0.67% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 269,052 | 85,262 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 265,006 | 83,980 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 249,887 | 79,185 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 242,749 | 76,927 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 241,563 | 76,551 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIS SELECTED ADVISERS | History | No change | 234,528 | 74,321 | 0.32% | 0.32% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 224,662 | 71,195 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 193,501 | 61,577 | 0.1% | 0.09% | 43 | +20,816 | 12.05% | Q3 2026 | Oct 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 194,280 | 61,567 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 192,537 | 61,014 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 182,060 | 57,694 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 173,469 | 54,972 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCTC Holdings, LLC | History | No change | 150,000 | 47,734 | 1.12% | 1.25% | 48 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 136,979 | 44,829 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 136,192 | 43,159 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Candriam S.C.A. | History | Added to | 126,892 | 40,528 | 0.18% | 0.13% | 51 | +38,201 | 43.07% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 118,204 | 37,458 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gillson Capital LP | History | No change | 117,000 | 37,077 | 2.18% | 2.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 115,699 | 36,665 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fisher Asset Management, LLC | History | No change | 111,507 | 35,336 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PhiloSmith Capital Corp | History | Added to | 108,192 | 34,429 | 9.52% | 9.31% | 56 | +22 | 0.02% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 108,552 | 34,400 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 101,542 | 32,178 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 95,422 | 30,366 | 0.02% | 0.02% | 59 | -1,363 | -1.41% | Q3 2026 | Nov 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 92,606 | 29,346 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 92,324 | 29,257 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 91,109 | 28,872 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 89,531 | 28,373 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 89,483 | 28,357 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 86,600 | 27,443 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Added to | 86,233 | 27,441 | 0.04% | 0.04% | 66 | +343 | 0.4% | Q3 2026 | Oct 28, 2026 |
| Treasurer of the State of North Carolina | History | No change | 86,211 | 27,320 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 77,383 | 24,523 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Reduced | 76,440 | 24,325 | 0.62% | 0.68% | 69 | -22,680 | -22.88% | Q3 2026 | Oct 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 76,501 | 24,243 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 76,214 | 24,152 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 75,611 | 23,961 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 73,433 | 23,271 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 73,128 | 23,174 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| South Dakota Investment Council | History | No change | 70,505 | 22,343 | 0.38% | 0.38% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARKEL GROUP INC. | History | No change | 70,000 | 22,276 | 0.17% | 0.17% | 76 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 69,599 | 22,055 | 0.51% | 0.51% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 63,176 | 20,418 | 0.03% | 0.03% | 78 | +13,566 | 27.35% | Q3 2026 | Oct 13, 2026 |
| Lightrock Netherlands B.V. | History | No change | 1,340,997 | 18,961 | 3.74% | 3.74% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 59,143 | 18,742 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 63,007 | 18,727 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 54,785 | 17,361 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Systems of Alabama | History | Added to | 52,195 | 16,610 | 0.05% | 0.04% | 83 | +8,100 | 18.37% | Q3 2026 | Nov 04, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 53,220 | 16,600 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 52,003 | 16,479 | 0.39% | 0.39% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 50,296 | 15,938 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Nepsis Inc. | History | Reduced | 48,829 | 15,538 | 4.89% | 5.27% | 87 | -170 | -0.35% | Q3 2026 | Oct 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 47,188 | 14,953 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 46,380 | 14,697 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 45,046 | 14,271 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 42,204 | 13,374 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 41,940 | 13,347 | 0.03% | 0.03% | 92 | -4,001 | -8.71% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 41,472 | 13,142 | 0.25% | 0.25% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 41,251 | 13,072 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 40,916 | 13,020 | 0.02% | 0.01% | 95 | +20,966 | 105.09% | Q3 2026 | Oct 29, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 38,861 | 12,576 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 35,926 | 11,384 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 35,925 | 11,384 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 35,033 | 11,101 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 34,819 | 11,034 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 34,825 | 11,029 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 33,803 | 10,712 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 33,793 | 10,709 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 31,854 | 10,094 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 31,526 | 9,990 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 31,043 | 9,878 | 0.92% | 0.55% | 106 | +13,765 | 79.67% | Q3 2026 | Nov 04, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 29,702 | 9,452 | 0.09% | 0.07% | 107 | +7,191 | 31.94% | Q3 2026 | Oct 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 29,651 | 9,396 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 28,978 | 9,221 | 0.1% | 0.1% | 109 | +1,651 | 6.04% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 28,478 | 9,024 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 27,826 | 8,818 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 27,144 | 8,601 | 0.06% | 0.06% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 26,716 | 8,466 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 26,078 | 8,264 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 25,773 | 8,167 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 25,399 | 8,048 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,841 | 7,872 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 24,193 | 7,666 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,484 | 7,442 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,446 | 7,113 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Lagoda Investment Management, L.P. | History | No change | 22,235 | 7,046 | 3.87% | 3.87% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 21,201 | 6,718 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,513 | 6,500 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 19,973 | 6,355 | 0.0% | 0.0% | 124 | +5,373 | 36.8% | Q3 2026 | Nov 02, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 6,338 | 0.26% | 0.26% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,966 | 6,327 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,919 | 5,995 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | No change | 18,842 | 5,972 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 18,820 | 5,964 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,634 | 5,930 | 0.04% | 0.04% | 130 | -312 | -1.65% | Q3 2026 | Oct 23, 2026 |
| Interval Partners, LP | History | No change | 18,454 | 5,848 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,039 | 5,716 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 17,914 | 5,677 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | Reduced | 17,697 | 5,631 | 0.02% | 0.05% | 134 | -23,980 | -57.54% | Q3 2026 | Nov 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,683 | 5,603 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,252 | 5,467 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 16,703 | 5,293 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,289 | 5,257 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,236 | 5,145 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 15,570 | 4,885 | 0.11% | 0.15% | 140 | -10,819 | -41.0% | Q3 2026 | Oct 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,340 | 4,861 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,233 | 4,827 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 15,136 | 4,816 | 0.05% | 0.05% | 143 | -683 | -4.32% | Q3 2026 | Oct 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,360 | 4,550 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,921 | 4,411 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 13,831 | 4,401 | 0.0% | 0.0% | 146 | -5,349 | -27.89% | Q3 2026 | Nov 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,798 | 4,372 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 13,575 | 4,319 | 0.01% | 0.02% | 148 | -1,165 | -7.9% | Q3 2026 | Nov 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,615 | 4,314 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,473 | 4,269 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 13,232 | 4,193 | 0.17% | 0.17% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sone Capital Management, LLC | History | No change | 12,912 | 4,091 | 0.31% | 0.31% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,900 | 4,088 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hilton Capital Management, LLC | History | No change | 12,869 | 4,078 | 0.28% | 0.28% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 12,770 | 4,046 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 12,592 | 4,007 | 0.8% | 0.78% | 156 | -60 | -0.47% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,434 | 3,940 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 12,401 | 3,929 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,300 | 3,914 | 0.06% | 0.06% | 159 | -200 | -1.6% | Q3 2026 | Oct 20, 2026 |
| Cerity Partners LLC | History | No change | 12,150 | 3,850 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 12,005 | 3,820 | 0.02% | 0.02% | 161 | +98 | 0.82% | Q3 2026 | Nov 03, 2026 |
| Estabrook Capital Management | History | No change | 11,970 | 3,793 | 0.51% | 0.51% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 11,860 | 3,777 | 0.03% | — | 163 | +11,860 | New | Q3 2026 | Oct 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 11,866 | 3,776 | 0.04% | 0.04% | 164 | -98 | -0.82% | Q3 2026 | Oct 27, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 11,885 | 3,766 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 11,827 | 3,747 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 11,743 | 3,736 | 0.04% | 0.04% | 168 | +468 | 4.15% | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL PLC | History | No change | 11,791 | 3,736 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARGA Investment Management, LP | History | Added to | 11,522 | 3,666 | 0.09% | 0.09% | 169 | +65 | 0.57% | Q3 2026 | Oct 30, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 11,405 | 3,614 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,319 | 3,587 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,133 | 3,542 | 0.04% | 0.04% | 172 | -966 | -7.98% | Q3 2026 | Oct 22, 2026 |
| SG Americas Securities, LLC | History | No change | 11,133 | 3,528 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 11,126 | 3,525 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,840 | 3,435 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 10,726 | 3,399 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 10,667 | 3,394 | 0.02% | 0.03% | 177 | -7,120 | -40.03% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,683 | 3,385 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 10,320 | 3,284 | 1.65% | 1.64% | 179 | -1,105 | -9.67% | Q3 2026 | Oct 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,362 | 3,283 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 10,326 | 3,272 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 10,232 | 3,242 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,112 | 3,204 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,918 | 3,156 | 0.01% | 0.02% | 184 | -288 | -2.82% | Q3 2026 | Nov 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 9,895 | 3,135 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 9,840 | 3,118 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 9,765 | 3,107 | 0.01% | 0.01% | 187 | -200 | -2.01% | Q3 2026 | Oct 27, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 9,447 | 2,994 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 9,291 | 2,956 | 0.03% | 0.03% | 189 | -42 | -0.45% | Q3 2026 | Oct 28, 2026 |
| Dockside LLC | History | No change | 9,063 | 2,872 | 0.67% | 0.67% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Formuepleje A/S | History | Reduced | 9,020 | 2,870 | 0.24% | 0.33% | 191 | -4,300 | -32.28% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 9,012 | 2,855 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Added to | 8,961 | 2,852 | 0.01% | 0.01% | 193 | +105 | 1.19% | Q3 2026 | Oct 22, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 8,783 | 2,795 | 0.38% | 0.43% | 194 | -533 | -5.72% | Q3 2026 | Oct 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 8,793 | 2,785 | 0.17% | 0.17% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 8,730 | 2,778 | 0.01% | 0.01% | 196 | -1,268 | -12.68% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,665 | 2,745 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,608 | 2,739 | 0.03% | 0.03% | 198 | -202 | -2.29% | Q3 2026 | Oct 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,383 | 2,656 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sepio Capital, LP | History | Reduced | 8,288 | 2,637 | 0.11% | 0.13% | 200 | -82 | -0.98% | Q3 2026 | Oct 22, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,194 | 2,607 | 0.02% | 0.02% | 201 | +2,788 | 51.57% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,924 | 2,511 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 7,824 | 2,489 | 0.6% | 0.64% | 203 | +360 | 4.82% | Q3 2026 | Oct 20, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 7,819 | 2,488 | 0.02% | 0.02% | 204 | -254 | -3.15% | Q3 2026 | Nov 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,692 | 2,484 | 0.0% | 0.0% | 205 | +2,655 | 52.71% | Q3 2026 | Nov 04, 2026 |
| Vident Advisory, LLC | History | No change | 7,784 | 2,466 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | History | No change | 7,779 | 2,465 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,259 | 2,300 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,238 | 2,293 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 7,210 | 2,284 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,164 | 2,270 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,123 | 2,257 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,075 | 2,242 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 7,077 | 2,242 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 7,067 | 2,239 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,884 | 2,182 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 6,820 | 2,161 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | Added to | 6,698 | 2,131 | 0.02% | 0.02% | 218 | +1,031 | 18.19% | Q3 2026 | Nov 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,592 | 2,097 | 0.03% | 0.03% | 219 | -1,546 | -19.0% | Q3 2026 | Oct 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,616 | 2,096 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,505 | 2,070 | 0.0% | 0.0% | 221 | -302 | -4.44% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 6,449 | 2,043 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,965 | 2,032 | 0.05% | 0.05% | 223 | +318 | 5.63% | Q3 2026 | Oct 20, 2026 |
| Numerai GP LLC | History | No change | 6,398 | 2,027 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 6,382 | 2,022 | 0.21% | 0.21% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 6,338 | 2,008 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 6,300 | 2,004 | 0.43% | 0.46% | 227 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 5,925 | 1,877 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Estate Counselors, LLC | History | No change | 5,775 | 1,830 | 0.16% | 0.16% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,738 | 1,826 | 0.01% | 0.01% | 230 | +1,436 | 33.38% | Q3 2026 | Oct 28, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,729 | 1,823 | 0.03% | 0.04% | 231 | -927 | -13.93% | Q3 2026 | Nov 04, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 5,746 | 1,820 | 0.2% | 0.2% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Polianta Ltd | History | No change | 5,700 | 1,806 | 0.22% | 0.22% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Man Group plc | History | No change | 5,662 | 1,794 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 5,536 | 1,754 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 5,507 | 1,745 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,474 | 1,734 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestcor Inc | History | No change | 5,445 | 1,726 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,405 | 1,712 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,399 | 1,711 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 5,239 | 1,660 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 5,066 | 1,605 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 5,030 | 1,600 | 0.01% | 0.01% | 243 | -285 | -5.36% | Q3 2026 | Nov 03, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 5,033 | 1,594 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 5,009 | 1,587 | 0.21% | 0.21% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 4,856 | 1,573 | 0.0% | — | 246 | +4,856 | New | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,855 | 1,545 | 0.0% | 0.0% | 247 | +3,472 | 251.05% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,835 | 1,532 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | No change | 4,633 | 1,468 | 1.44% | 1.44% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Trail Advisors, LLC | History | No change | 4,597 | 1,456 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JSF Financial, LLC | History | Added to | 4,454 | 1,417 | 0.22% | 0.21% | 251 | +261 | 6.22% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,771 | 1,405 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 4,385 | 1,389 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,282 | 1,357 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 4,260 | 1,349 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 4,129 | 1,313 | 0.05% | 0.07% | 256 | -1,124 | -21.4% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,083 | 1,293 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atria Investments, Inc | History | Reduced | 4,004 | 1,274 | 0.01% | 0.01% | 258 | -183 | -4.37% | Q3 2026 | Oct 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,940 | 1,253 | 0.01% | 0.01% | 259 | -238 | -5.7% | Q3 2026 | Oct 15, 2026 |
| ICON ADVISERS INC/CO | History | No change | 3,850 | 1,220 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 3,850 | 1,220 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | No change | 3,835 | 1,215 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,797 | 1,203 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,759 | 1,196 | 0.01% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 3,532 | 1,123 | 0.22% | 0.21% | 265 | +159 | 4.71% | Q3 2026 | Oct 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,400 | 1,077 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 3,314 | 1,050 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 3,170 | 1,008 | 0.11% | 0.11% | 268 | -80 | -2.46% | Q3 2026 | Oct 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,182 | 1,008 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Havemeyer Place LP | History | No change | 3,172 | 1,005 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,154 | 1,003 | 0.0% | 0.0% | 271 | -48 | -1.5% | Q3 2026 | Oct 30, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,106 | 1,003 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DENALI ADVISORS LLC | History | No change | 3,119 | 988 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 3,103 | 987 | 0.02% | 0.01% | 274 | +509 | 19.62% | Q3 2026 | Nov 03, 2026 |
| Strategic Investment Advisors / MI | History | No change | 3,116 | 987 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,114 | 986 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,110 | 985 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | No change | 3,061 | 970 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,033 | 965 | 0.0% | 0.0% | 279 | +1,329 | 77.99% | Q3 2026 | Nov 02, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,981 | 962 | 0.24% | 0.24% | 280 | -41 | -1.36% | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,989 | 951 | 0.01% | 0.01% | 281 | -658 | -18.04% | Q3 2026 | Oct 26, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 3,000 | 950 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,962 | 942 | 0.03% | 0.03% | 283 | +411 | 16.11% | Q3 2026 | Oct 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,958 | 941 | 0.02% | 0.02% | 284 | +667 | 29.11% | Q3 2026 | Oct 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,866 | 908 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,796 | 889 | 0.02% | 0.03% | 286 | -600 | -17.67% | Q3 2026 | Oct 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 2,798 | 886 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,795 | 885 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| South Shore Capital Advisors | History | Reduced | 2,779 | 884 | 0.61% | 0.59% | 289 | -20 | -0.71% | Q3 2026 | Oct 20, 2026 |
| New Republic Capital, LLC | History | No change | 2,781 | 881 | 0.2% | 0.2% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 2,751 | 871 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,722 | 862 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empowered Funds, LLC | History | No change | 2,648 | 839 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,618 | 833 | 0.01% | 0.01% | 294 | +10 | 0.38% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,582 | 821 | 0.01% | — | 295 | +2,582 | New | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,547 | 810 | 0.01% | 0.0% | 296 | +1,199 | 88.95% | Q3 2026 | Oct 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,515 | 797 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,502 | 795 | 0.0% | 0.0% | 298 | +105 | 4.38% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 2,504 | 793 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,465 | 784 | 0.02% | 0.03% | 300 | -410 | -14.26% | Q3 2026 | Oct 14, 2026 |
| Unison Advisors LLC | History | Added to | 2,427 | 772 | 0.05% | 0.05% | 301 | +3 | 0.12% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,397 | 759 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,370 | 751 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,340 | 744 | 0.01% | 0.02% | 304 | -2,554 | -52.19% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,268 | 718 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 2,206 | 699 | 0.13% | 0.13% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,202 | 697 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 2,131 | 675 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,114 | 669 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 2,084 | 660 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 2,122 | 655 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,041 | 649 | 0.0% | 0.0% | 312 | +133 | 6.97% | Q3 2026 | Oct 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,044 | 647 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 2,041 | 646 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | Added to | 1,944 | 644 | 0.02% | 0.01% | 315 | +739 | 61.33% | Q3 2026 | Oct 09, 2026 |
| BESSEMER GROUP INC | History | No change | 2,026 | 642 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 2,012 | 637 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SlateStone Wealth, LLC | History | No change | 2,000 | 634 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,939 | 614 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SummitTX Capital, L.P. | History | No change | 1,932 | 612 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,917 | 610 | 0.01% | 0.01% | 321 | -81 | -4.05% | Q3 2026 | Oct 22, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 1,906 | 606 | 0.02% | 0.02% | 322 | +371 | 24.17% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | Added to | 1,818 | 578 | 0.02% | 0.01% | 324 | +903 | 98.69% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,823 | 578 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | No change | 1,709 | 541 | 0.07% | 0.07% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Machina Capital S.A.S. | History | No change | 1,709 | 541 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graham Capital Management, L.P. | History | No change | 1,702 | 539 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 1,700 | 538 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | No change | 1,678 | 533 | 0.1% | 0.1% | 329 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,669 | 528 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 1,645 | 521 | 0.16% | 0.16% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 1,632 | 519 | 0.0% | — | 333 | +1,632 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,625 | 519 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 1,633 | 517 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 1,630 | 516 | 0.12% | 0.12% | 335 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 1,551 | 513 | 0.01% | 0.01% | 337 | +827 | 114.23% | Q3 2026 | Oct 09, 2026 |
| CSS LLC/IL | History | No change | 1,620 | 513 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 1,612 | 510 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 1,589 | 503 | 0.18% | 0.18% | 339 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 1,589 | 503 | 0.12% | 0.12% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 1,579 | 502 | 0.28% | 0.16% | 341 | +682 | 76.03% | Q3 2026 | Nov 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,553 | 494 | 0.01% | 0.0% | 342 | +468 | 43.13% | Q3 2026 | Oct 21, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 1,484 | 470 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,450 | 461 | 0.31% | 0.28% | 344 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Welch Group, LLC | History | No change | 1,450 | 461 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 1,385 | 458 | 0.02% | 0.02% | 346 | +96 | 7.45% | Q3 2026 | Oct 13, 2026 |
| Quadrature Capital Ltd | History | No change | 1,441 | 456 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,429 | 452 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 1,424 | 451 | 0.04% | 0.04% | 349 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,410 | 448 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,361 | 431 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 1,344 | 427 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SEEDS INVESTOR LLC | History | No change | 1,331 | 421 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,297 | 411 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,290 | 410 | 0.0% | 0.0% | 355 | +300 | 30.3% | Q3 2026 | Nov 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,284 | 406 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,268 | 403 | 0.02% | 0.02% | 357 | -78 | -5.79% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,259 | 400 | 0.0% | 0.0% | 358 | +170 | 15.61% | Q3 2026 | Oct 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,211 | 385 | 0.0% | 0.0% | 359 | -6 | -0.49% | Q3 2026 | Oct 28, 2026 |
| Advisors Preferred, LLC | History | No change | 1,160 | 378 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,185 | 377 | 0.01% | 0.0% | 361 | +415 | 53.9% | Q3 2026 | Oct 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,173 | 373 | 0.03% | 0.03% | 363 | +20 | 1.73% | Q3 2026 | Oct 20, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,171 | 373 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Reduced | 1,158 | 368 | 0.0% | 0.0% | 364 | -30 | -2.53% | Q3 2026 | Oct 30, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 1,155 | 367 | 0.07% | 0.07% | 365 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,140 | 362 | 0.0% | 0.01% | 366 | -500 | -30.49% | Q3 2026 | Oct 26, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 1,145 | 362 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,087 | 344 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUB Investment Partners, LLC | History | New | 1,050 | 334 | 0.01% | — | 369 | +1,050 | New | Q3 2026 | Nov 03, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,052 | 333 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 1,046 | 332 | 0.01% | 0.02% | 371 | -11 | -1.04% | Q3 2026 | Oct 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 1,043 | 331 | 0.01% | 0.01% | 372 | -98 | -8.59% | Q3 2026 | Oct 20, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 1,036 | 329 | 0.18% | 0.2% | 373 | -4 | -0.38% | Q3 2026 | Oct 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,030 | 326 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 1,023 | 325 | 0.14% | — | 375 | +1,023 | New | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,024 | 324 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 1,013 | 321 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 1,000 | 318 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Venturi Wealth Management, LLC | History | No change | 995 | 315 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Phoenix Financial Ltd. | History | No change | 997 | 315 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 994 | 314 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 989 | 313 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 977 | 310 | 0.0% | 0.0% | 383 | +162 | 19.88% | Q3 2026 | Nov 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 970 | 308 | 0.0% | — | 384 | +970 | New | Q3 2026 | Oct 27, 2026 |
| Independent Advisor Alliance | History | No change | 937 | 296 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clean Yield Group | History | No change | 910 | 289 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 912 | 289 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qsemble Capital Management, LP | History | No change | 913 | 289 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 904 | 287 | 0.02% | 0.02% | 389 | +25 | 2.84% | Q3 2026 | Oct 08, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 900 | 285 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 898 | 284 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | New | 764 | 269 | 0.0% | — | 392 | +764 | New | Q3 2026 | Oct 26, 2026 |
| MGO ONE SEVEN LLC | History | New | 844 | 268 | 0.0% | — | 394 | +844 | New | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 843 | 268 | 0.0% | 0.0% | 393 | +139 | 19.74% | Q3 2026 | Nov 03, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 837 | 266 | 0.01% | 0.01% | 395 | -49 | -5.53% | Q3 2026 | Oct 28, 2026 |
| First Affirmative Financial Network | History | New | 804 | 255 | 0.06% | — | 397 | +804 | New | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 806 | 255 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EntryPoint Capital, LLC | History | No change | 803 | 254 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 789 | 251 | 0.03% | 0.03% | 399 | +22 | 2.87% | Q3 2026 | Oct 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 779 | 251 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ariadne Wealth Management, LP | History | No change | 787 | 249 | 0.11% | 0.11% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| truNorth Financial Services, Inc. | History | No change | 773 | 244 | 0.22% | 0.22% | 402 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 765 | 242 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olympiad Research LP | History | New | 758 | 241 | 0.31% | — | 404 | +758 | New | Q3 2026 | Nov 04, 2026 |
| DV Trading LLC | History | No change | 760 | 240 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 754 | 239 | 0.01% | 0.01% | 406 | -18 | -2.33% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 686 | 232 | 0.01% | 0.01% | 407 | +3 | 0.44% | Q3 2026 | Oct 15, 2026 |
| Abacus Wealth Partners, LLC | History | New | 727 | 231 | 0.03% | — | 410 | +727 | New | Q3 2026 | Nov 03, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 728 | 231 | 0.09% | 0.08% | 409 | -65 | -8.2% | Q3 2026 | Oct 26, 2026 |
| Balefire, LLC | History | Reduced | 728 | 231 | 0.04% | 0.04% | 408 | -19 | -2.54% | Q3 2026 | Oct 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 708 | 225 | 0.14% | 0.14% | 411 | +8 | 1.14% | Q3 2026 | Nov 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 704 | 223 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 704 | 223 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 702 | 222 | 0.03% | 0.03% | 414 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 738 | 220 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 691 | 219 | 0.0% | 0.0% | 417 | +138 | 24.95% | Q3 2026 | Oct 23, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 688 | 219 | 0.0% | 0.0% | 416 | -5 | -0.72% | Q3 2026 | Nov 03, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 694 | 219 | 0.09% | 0.09% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 684 | 217 | 0.04% | 0.04% | 419 | +1 | 0.15% | Q3 2026 | Oct 09, 2026 |
| Baron Wealth Management LLC | History | Added to | 678 | 215 | 0.06% | 0.05% | 420 | +35 | 5.44% | Q3 2026 | Oct 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 668 | 212 | 0.01% | 0.01% | 421 | +1 | 0.15% | Q3 2026 | Oct 22, 2026 |
| Rafferty Asset Management, LLC | History | No change | 672 | 212 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 659 | 208 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 652 | 206 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 647 | 205 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 643 | 204 | 0.0% | — | 428 | +643 | New | Q3 2026 | Oct 20, 2026 |
| State of Wyoming | History | Reduced | 642 | 204 | 0.02% | 0.03% | 427 | -363 | -36.12% | Q3 2026 | Oct 28, 2026 |
| UMB Bank, n.a. | History | No change | 646 | 204 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 641 | 203 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 638 | 202 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 625 | 197 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 601 | 190 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 539 | 170 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 532 | 169 | 0.01% | 0.01% | 434 | +43 | 8.79% | Q3 2026 | Nov 04, 2026 |
| Employees Retirement System of Texas | History | No change | 525 | 166 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 442 | 140 | 0.03% | 0.03% | 436 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 423 | 134 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 418 | 133 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 408 | 129 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 364 | 115 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 359 | 115 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 336 | 106 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 300 | 96 | 0.06% | 0.08% | 443 | -136 | -31.19% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 304 | 96 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bayforest Capital Ltd | History | Added to | 288 | 91 | 0.13% | 0.05% | 445 | +108 | 60.0% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 270 | 85 | 0.01% | 0.01% | 446 | +184 | 213.95% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 266 | 84 | 0.0% | — | 447 | +266 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 260 | 82 | 0.01% | 0.0% | 448 | +134 | 106.35% | Q3 2026 | Oct 07, 2026 |
| MATHER GROUP, LLC. | History | Added to | 242 | 77 | 0.0% | 0.0% | 449 | +37 | 18.05% | Q3 2026 | Oct 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 232 | 73 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 228 | 72 | 0.0% | 0.0% | 451 | +17 | 8.06% | Q3 2026 | Oct 16, 2026 |
| FIRST HORIZON CORP | History | No change | 208 | 66 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Elyxium Wealth, LLC | History | New | 199 | 63 | 0.01% | — | 453 | +199 | New | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 194 | 61 | 0.01% | 0.0% | 454 | +118 | 155.26% | Q3 2026 | Oct 01, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 186 | 58 | 0.04% | 0.04% | 455 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TSFG, LLC | History | No change | 177 | 56 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Heritage Family Offices, LLP | History | New | 161 | 51 | 0.02% | — | 458 | +161 | New | Q3 2026 | Nov 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 162 | 51 | 0.0% | 0.0% | 457 | -46 | -22.12% | Q3 2026 | Oct 05, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 152 | 48 | 0.03% | 0.03% | 459 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GW&K Investment Management, LLC | History | No change | 139 | 44 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 134 | 43 | 0.0% | 0.0% | 461 | +4 | 3.08% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 132 | 42 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 130 | 41 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 124 | 39 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 119 | 37 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Park Place Capital Corp | History | No change | 119 | 37 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 118 | 37 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 113 | 36 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 113 | 35 | 0.0% | 0.0% | 470 | +4 | 3.67% | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 113 | 35 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | No change | 109 | 34 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 98 | 33 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 101 | 32 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 101 | 32 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 95 | 30 | 0.01% | 0.0% | 475 | +45 | 90.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | Added to | 96 | 30 | 0.02% | 0.02% | 476 | +11 | 12.94% | Q3 2026 | Oct 27, 2026 |
| Alpine Bank Wealth Management | History | No change | 94 | 29 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 89 | 28 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashurst Perkins Coie Trust Co | History | New | 83 | 26 | 0.0% | — | 479 | +83 | New | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 80 | 25 | 0.0% | 0.0% | 481 | +40 | 100.0% | Q3 2026 | Oct 26, 2026 |
| CVA Family Office, LLC | History | No change | 80 | 25 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 71 | 22 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 68 | 21 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 66 | 20 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 65 | 20 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Grove Bank & Trust | History | No change | 61 | 19 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 62 | 19 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | No change | 57 | 18 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Trust Asset Management, LLC | History | No change | 57 | 18 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 53 | 16 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WealthCollab, LLC | History | No change | 53 | 16 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 49 | 15 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| First Command Advisory Services, Inc. | History | No change | 752 | 15 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50 | 15 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 46 | 14 | 0.0% | 0.0% | 496 | +2 | 4.55% | Q3 2026 | Oct 20, 2026 |
| CENTRAL TRUST Co | History | No change | 47 | 14 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 49 | 14 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 42 | 13 | 0.0% | 0.0% | 498 | +9 | 27.27% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | No change | 42 | 13 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 40 | 12 | 0.0% | — | 502 | +40 | New | Q3 2026 | Oct 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 39 | 12 | 0.0% | 0.0% | 500 | +14 | 56.0% | Q3 2026 | Oct 19, 2026 |
| Ares Financial Consulting, LLC | History | No change | 38 | 12 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 36 | 11 | 0.0% | 0.0% | 503 | -1 | -2.7% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 36 | 11 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 37 | 11 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 34 | 10 | 0.0% | — | 508 | +34 | New | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 33 | 10 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 33 | 10 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | Added to | 30 | 9 | 0.0% | 0.0% | 510 | +16 | 114.29% | Q3 2026 | Oct 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 29 | 9 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 27 | 8 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 23 | 7 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 24 | 7 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COUNTRY TRUST BANK | History | New | 21 | 6 | 0.0% | — | 523 | +21 | New | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 21 | 6 | 0.0% | 0.0% | 519 | +6 | 40.0% | Q3 2026 | Oct 27, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 21 | 6 | 0.0% | 0.0% | 520 | -1 | -4.55% | Q3 2026 | Oct 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 20 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 21 | 6 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | No change | 19 | 6 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 19 | 6 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 21 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | New | 16 | 5 | 0.0% | — | 527 | +16 | New | Q3 2026 | Oct 02, 2026 |
| Hurley Capital, LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Trust, LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 18 | 5 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 14 | 4 | 0.0% | — | 536 | +14 | New | Q3 2026 | Oct 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 4 | 0.0% | 0.0% | 531 | +1 | 8.33% | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 13 | 4 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| S&T BANK/PA | History | No change | 15 | 4 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SHP Wealth Management | History | No change | 13 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cromwell Holdings LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Valued Wealth Advisors LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Torren Management, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Burk Holdings LLC | History | New | 11 | 3 | 0.0% | — | 544 | +11 | New | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 11 | 3 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 3 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 12 | 3 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sachetta, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 9 | 2 | 0.0% | 0.0% | 553 | -19 | -67.86% | Q3 2026 | Nov 05, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 2 | 0.0% | — | 554 | +8 | New | Q3 2026 | Oct 19, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 7 | 2 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 7 | 2 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Winthrop Capital Management, LLC | History | No change | 6 | 2 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 4 | 1 | 0.0% | 0.0% | 557 | -56 | -93.33% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 4 | 1 | 0.0% | — | 564 | +4 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4 | 1 | 0.0% | — | 565 | +4 | New | Q3 2026 | Oct 30, 2026 |
| Clark Wealth Partners | History | New | 4 | 1 | 0.0% | — | 566 | +4 | New | Q3 2026 | Oct 16, 2026 |
| North Star Investment Management Corp. | History | No change | 4 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MidFirst Bank | History | No change | 6 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| James T. Borello RIA | History | No change | 6 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.74% | — | -20,127 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,384 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -3,200 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.11% | — | -2,318 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Leonteq Securities AG | History | Reduced | 2 | 0 | — | 0.02% | — | -1,788 | -99.89% | Q3 2026 | Oct 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,210 | -100.0% | Q3 2026 | Oct 26, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -949 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -895 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -857 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -852 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -764 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Center For Asset Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -676 | -100.0% | Q3 2026 | Oct 16, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -188 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Oct 30, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| Align Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Signature Equity Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Planning Strategies Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |