RUSH ENTERPRISES INC \TX\ - RUSHA
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 | 10,944,641 | 801,120 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 7,670,095 | 559,811 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,492,999 | 312,399 | 0.06% | 0.06% | 3 | +1,944,660 | 42.76% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,953,698 | 289,848 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,365,960 | 246,914 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,111,797 | 229,220 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,663,909 | 195,244 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,012,245 | 146,863 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,943,599 | 142,608 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,699,609 | 124,045 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,610,146 | 117,517 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,193,693 | 86,659 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,063,842 | 81,343 | 0.73% | 0.73% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 930,268 | 67,895 | 1.32% | 1.32% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 898,331 | 65,564 | 0.19% | 0.19% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 887,891 | 65,080 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 883,808 | 64,504 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 831,726 | 60,703 | 0.46% | 0.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 789,062 | 57,589 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 723,849 | 52,841 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 682,458 | 49,809 | 2.98% | 2.98% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 618,115 | 45,385 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 610,621 | 44,612 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 583,727 | 42,702 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 563,635 | 41,205 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 531,000 | 40,533 | 0.26% | 0.26% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 735,976 | 37,206 | 1.02% | 1.05% | 27 | +205,935 | 38.85% | Q3 2026 | Nov 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 498,306 | 36,685 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 482,447 | 36,372 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 485,729 | 35,450 | 0.31% | 0.31% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 657,327 | 30,784 | 0.02% | 0.01% | 31 | +298,292 | 83.08% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 384,948 | 28,160 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 383,173 | 27,965 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 382,503 | 27,937 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EULAV Asset Management | History | Added to | 608,071 | 27,855 | 1.0% | 0.89% | 35 | +227,352 | 59.72% | Q3 2026 | Oct 23, 2026 |
| MUHLENKAMP & CO INC | History | No change | 341,725 | 24,973 | 7.23% | 7.23% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 326,808 | 23,852 | 1.05% | 1.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 322,962 | 23,841 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 318,916 | 23,276 | 1.99% | 1.99% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GW&K Investment Management, LLC | History | No change | 318,732 | 23,263 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 313,169 | 22,856 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 289,626 | 21,166 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 283,805 | 20,714 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 283,070 | 20,659 | 0.25% | 0.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TimesSquare Capital Management, LLC | History | Added to | 444,330 | 20,354 | 0.33% | 0.19% | 45 | +268,657 | 152.93% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 266,757 | 19,684 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 264,749 | 19,322 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 220,327 | 16,080 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 209,516 | 15,291 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 207,481 | 15,145 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COOKE & BIELER LP | History | Added to | 325,633 | 14,917 | 0.23% | 0.25% | 51 | +33,320 | 11.4% | Q3 2026 | Oct 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 186,063 | 13,835 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 189,039 | 13,797 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 177,741 | 13,042 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 278,504 | 12,758 | 0.01% | 0.01% | 55 | +144,574 | 107.95% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 164,136 | 12,018 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 162,143 | 11,834 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 155,451 | 11,345 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 154,647 | 11,286 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Legal & General Group Plc | History | No change | 152,536 | 11,161 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 147,417 | 10,764 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 146,648 | 10,703 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 144,300 | 10,531 | 1.5% | 1.5% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 143,955 | 10,506 | 0.54% | 0.54% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | No change | 137,050 | 10,054 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 135,155 | 9,877 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Pacific Advisors, LP | History | No change | 129,094 | 9,421 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 122,181 | 8,988 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 122,377 | 8,971 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 122,891 | 8,969 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 120,080 | 8,778 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 119,861 | 8,748 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 113,950 | 8,316 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 109,466 | 7,999 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 103,083 | 7,572 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 103,327 | 7,541 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 93,019 | 6,904 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 91,973 | 6,796 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 91,407 | 6,671 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 91,250 | 6,659 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 89,026 | 6,525 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 89,000 | 6,495 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 82,040 | 5,987 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 90,325 | 5,948 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 80,751 | 5,893 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 80,326 | 5,872 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 78,623 | 5,765 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 78,522 | 5,730 | 0.44% | 0.44% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 75,774 | 5,530 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | No change | 75,000 | 5,473 | 1.8% | 1.8% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 73,061 | 5,347 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transmarket Holdings LP | History | New | 115,437 | 5,288 | 2.95% | — | 92 | +115,437 | New | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 71,638 | 5,238 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 70,785 | 5,166 | 0.52% | 0.52% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 68,214 | 5,010 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 66,259 | 4,768 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 62,108 | 4,751 | 1.43% | 1.43% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 63,718 | 4,671 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 61,109 | 4,460 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 61,022 | 4,453 | 0.24% | 0.24% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 54,421 | 4,163 | 0.53% | 0.53% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 56,839 | 4,149 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 55,113 | 4,021 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 53,726 | 3,921 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 52,205 | 3,810 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 50,546 | 3,689 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SEB Asset Management AB | History | Reduced | 80,155 | 3,671 | 0.01% | 0.03% | 107 | -43,116 | -34.98% | Q3 2026 | Nov 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 49,573 | 3,618 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 48,263 | 3,565 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 73,956 | 3,387 | 0.31% | 0.31% | 110 | +24,652 | 50.0% | Q3 2026 | Oct 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 45,655 | 3,332 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | Added to | 64,682 | 3,173 | 0.94% | 0.94% | 112 | +21,100 | 48.41% | Q3 2026 | Oct 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 41,775 | 3,112 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 40,836 | 3,052 | 0.47% | 0.47% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 41,407 | 3,041 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | No change | 40,000 | 3,035 | 1.75% | 1.75% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,055 | 2,923 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 34,177 | 2,504 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 32,722 | 2,403 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 32,719 | 2,387 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 32,291 | 2,375 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 30,661 | 2,342 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,775 | 2,251 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 30,171 | 2,202 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 29,073 | 2,118 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 45,761 | 2,096 | 0.05% | 0.01% | 126 | +36,154 | 376.33% | Q3 2026 | Oct 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 27,368 | 2,086 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 44,350 | 2,074 | 0.03% | 0.03% | 128 | +17,650 | 66.1% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 27,159 | 1,993 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 27,261 | 1,989 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 27,239 | 1,988 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 26,996 | 1,987 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,438 | 1,974 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 42,769 | 1,959 | 0.02% | 0.02% | 134 | +14,119 | 49.28% | Q3 2026 | Oct 15, 2026 |
| STRS OHIO | History | Added to | 42,400 | 1,947 | 0.01% | 0.01% | 135 | +21,300 | 100.95% | Q3 2026 | Oct 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 26,589 | 1,940 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 26,286 | 1,920 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,091 | 1,904 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 25,712 | 1,893 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 25,000 | 1,824 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 24,740 | 1,821 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 24,651 | 1,808 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 24,526 | 1,790 | 0.32% | 0.32% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,000 | 1,764 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 38,422 | 1,760 | 0.12% | 0.15% | 145 | +7,362 | 23.7% | Q3 2026 | Oct 22, 2026 |
| HSBC HOLDINGS PLC | History | No change | 23,903 | 1,713 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 22,957 | 1,675 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 20,966 | 1,530 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,798 | 1,527 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 30,493 | 1,396 | 0.22% | 0.22% | 150 | +10,157 | 49.95% | Q3 2026 | Oct 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,086 | 1,378 | 0.0% | 0.0% | 151 | +12,192 | 68.13% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,558 | 1,365 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 18,647 | 1,360 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,573 | 1,355 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 24,851 | 1,339 | 0.08% | 0.08% | 155 | +8,528 | 52.25% | Q3 2026 | Oct 08, 2026 |
| XTX Topco Ltd | History | No change | 17,811 | 1,326 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 28,583 | 1,321 | 0.0% | 0.0% | 157 | -23,695 | -45.32% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,760 | 1,314 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 17,860 | 1,303 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,546 | 1,280 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 17,357 | 1,266 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 27,147 | 1,250 | 0.0% | 0.0% | 162 | +3,359 | 14.12% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Added to | 25,772 | 1,180 | 0.01% | 0.01% | 163 | +8,981 | 53.49% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 25,258 | 1,157 | 0.01% | 0.01% | 164 | +7,756 | 44.31% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 15,391 | 1,124 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,377 | 1,122 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 23,391 | 1,094 | 0.01% | 0.01% | 167 | +9,597 | 69.57% | Q3 2026 | Oct 29, 2026 |
| AMALGAMATED BANK | History | Added to | 23,798 | 1,090 | 0.01% | 0.01% | 168 | +7,398 | 45.11% | Q3 2026 | Oct 23, 2026 |
| Cerity Partners LLC | History | No change | 14,875 | 1,085 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 14,838 | 1,082 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,448 | 1,058 | 0.0% | 0.0% | 171 | +9,277 | 65.46% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 14,445 | 1,054 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 22,151 | 1,030 | 0.01% | 0.02% | 173 | -2,235 | -9.17% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,927 | 1,016 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 13,603 | 992 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 13,565 | 990 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 21,609 | 989 | 0.0% | 0.01% | 177 | +7,145 | 49.4% | Q3 2026 | Nov 03, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 13,535 | 987 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 18,277 | 983 | 0.0% | — | 179 | +18,277 | New | Q3 2026 | Oct 27, 2026 |
| Vestcor Inc | History | No change | 13,446 | 981 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,426 | 979 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 12,869 | 939 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NIXON PEABODY TRUST CO | History | New | 20,000 | 916 | 0.06% | — | 183 | +20,000 | New | Q3 2026 | Oct 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 12,487 | 911 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 12,431 | 908 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,440 | 907 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 12,113 | 884 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 11,764 | 858 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 11,626 | 848 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 18,507 | 847 | 0.02% | 0.02% | 190 | +6,190 | 50.26% | Q3 2026 | Oct 19, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,528 | 841 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,388 | 838 | 0.02% | 0.01% | 192 | +10,998 | 172.11% | Q3 2026 | Oct 22, 2026 |
| SummerHaven Investment Management, LLC | History | New | 18,173 | 832 | 0.47% | — | 193 | +18,173 | New | Q3 2026 | Oct 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,971 | 800 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 10,893 | 795 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 16,897 | 774 | 0.0% | 0.0% | 196 | +8,791 | 108.45% | Q3 2026 | Oct 28, 2026 |
| Dean Capital Management | History | No change | 9,849 | 718 | 0.26% | 0.26% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 15,631 | 716 | 0.01% | 0.01% | 198 | +5,243 | 50.47% | Q3 2026 | Oct 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 9,372 | 716 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 15,610 | 715 | 0.06% | 0.05% | 200 | +9,402 | 151.45% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,696 | 707 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,463 | 690 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,668 | 671 | 0.0% | 0.0% | 203 | +5,345 | 57.33% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,491 | 663 | 0.0% | 0.0% | 204 | +7,591 | 110.01% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 8,962 | 654 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,876 | 647 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,145 | 602 | 0.02% | 0.02% | 207 | +4,311 | 48.8% | Q3 2026 | Oct 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,971 | 581 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | Added to | 12,675 | 580 | 0.0% | 0.0% | 209 | +3,887 | 44.23% | Q3 2026 | Oct 28, 2026 |
| HUB Investment Partners, LLC | History | New | 11,787 | 572 | 0.01% | — | 210 | +11,787 | New | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 7,684 | 560 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,370 | 558 | 0.01% | 0.01% | 212 | +7,323 | 180.95% | Q3 2026 | Oct 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,629 | 556 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,096 | 554 | 0.0% | 0.0% | 214 | +4,475 | 58.72% | Q3 2026 | Oct 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,431 | 542 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10,595 | 527 | 0.0% | 0.0% | 216 | +4,777 | 82.11% | Q3 2026 | Oct 20, 2026 |
| SG Americas Securities, LLC | History | No change | 7,194 | 525 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,569 | 502 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,820 | 495 | 0.0% | 0.0% | 219 | +3,716 | 52.31% | Q3 2026 | Nov 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,760 | 493 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,654 | 485 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 10,466 | 479 | 0.0% | 0.0% | 222 | +3,480 | 49.81% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,449 | 473 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 6,457 | 471 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 9,665 | 442 | 0.0% | 0.0% | 225 | +5,167 | 114.87% | Q3 2026 | Nov 02, 2026 |
| XPONANCE LLC | History | Added to | 9,534 | 436 | 0.0% | 0.0% | 226 | +3,402 | 55.48% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,857 | 430 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | No change | 5,764 | 420 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,745 | 419 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 9,087 | 416 | 0.0% | 0.01% | 230 | +2,587 | 39.8% | Q3 2026 | Oct 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,674 | 414 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,603 | 408 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 7,548 | 406 | 0.61% | — | 233 | +7,548 | New | Q3 2026 | Oct 20, 2026 |
| INCEPTIONR LLC | History | No change | 5,301 | 405 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 5,503 | 401 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Proficio Capital Partners LLC | History | No change | 5,230 | 381 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,137 | 380 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 7,019 | 378 | 0.0% | 0.0% | 238 | +3,090 | 78.65% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,166 | 377 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 5,144 | 375 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 5,136 | 374 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 5,092 | 371 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,084 | 371 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | New | 7,986 | 365 | 0.0% | — | 244 | +7,986 | New | Q3 2026 | Oct 29, 2026 |
| Park Capital Management, LLC / WI | History | New | 7,689 | 352 | 0.18% | — | 245 | +7,689 | New | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,797 | 350 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 4,650 | 339 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 4,574 | 333 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 4,383 | 319 | 0.22% | 0.22% | 249 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,377 | 319 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 4,035 | 308 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,200 | 306 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,206 | 306 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 4,164 | 303 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 4,112 | 300 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,921 | 299 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 5,319 | 286 | 0.01% | — | 257 | +5,319 | New | Q3 2026 | Oct 16, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 3,838 | 280 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Bank | History | Added to | 6,075 | 278 | 0.06% | 0.06% | 259 | +2,025 | 50.0% | Q3 2026 | Oct 16, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 6,000 | 274 | 0.0% | 0.0% | 260 | +2,000 | 50.0% | Q3 2026 | Oct 28, 2026 |
| Baron Wealth Management LLC | History | Added to | 5,951 | 272 | 0.07% | 0.07% | 262 | +2,219 | 59.46% | Q3 2026 | Oct 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,728 | 272 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 3,724 | 271 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,706 | 270 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,587 | 261 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,375 | 258 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 3,516 | 257 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 3,503 | 255 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,512 | 252 | 0.0% | 0.0% | 269 | +1,970 | 55.62% | Q3 2026 | Oct 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 3,443 | 251 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,443 | 249 | 0.0% | — | 272 | +5,443 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,884 | 249 | 0.0% | 0.0% | 271 | +3,669 | 301.98% | Q3 2026 | Oct 08, 2026 |
| Symmetry Partners, LLC | History | New | 4,418 | 238 | 0.01% | — | 274 | +4,418 | New | Q3 2026 | Oct 27, 2026 |
| Vident Advisory, LLC | History | No change | 3,263 | 238 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 3,199 | 233 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 5,057 | 231 | 0.02% | 0.02% | 276 | +1,765 | 53.61% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,068 | 230 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,967 | 227 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,926 | 225 | 0.0% | 0.0% | 279 | +1,519 | 44.58% | Q3 2026 | Oct 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 4,767 | 218 | 0.09% | 0.09% | 280 | +1,882 | 65.23% | Q3 2026 | Oct 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 4,748 | 217 | 0.01% | 0.01% | 281 | +1,626 | 52.08% | Q3 2026 | Oct 22, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 4,725 | 216 | 0.02% | 0.05% | 282 | -1,287 | -21.41% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,730 | 199 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Added to | 3,890 | 194 | 0.02% | 0.02% | 284 | +1,049 | 36.92% | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 2,475 | 192 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KBC Group NV | History | Added to | 3,331 | 180 | 0.0% | 0.0% | 286 | +557 | 20.08% | Q3 2026 | Oct 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,411 | 175 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,629 | 168 | 0.0% | 0.0% | 288 | +1,956 | 116.92% | Q3 2026 | Nov 03, 2026 |
| Smithfield Trust Co | History | No change | 1,779 | 130 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,523 | 124 | 0.02% | 0.0% | 290 | +2,416 | 2257.94% | Q3 2026 | Oct 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,666 | 121 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,624 | 120 | 0.0% | 0.0% | 292 | +1,921 | 273.26% | Q3 2026 | Oct 23, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,564 | 117 | 0.17% | 0.09% | 293 | +1,197 | 87.56% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 1,556 | 115 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,296 | 107 | 0.01% | 0.01% | 295 | +807 | 54.2% | Q3 2026 | Oct 01, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,456 | 106 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,898 | 91 | 0.0% | 0.0% | 298 | +748 | 65.04% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,255 | 91 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 1,125 | 86 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 774 | 56 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,201 | 55 | 0.01% | — | 302 | +1,201 | New | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,207 | 55 | 0.01% | 0.01% | 301 | +463 | 62.23% | Q3 2026 | Oct 27, 2026 |
| Miller Capital Partners, Inc. | History | No change | 705 | 53 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 674 | 49 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 591 | 43 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 885 | 42 | 0.0% | — | 306 | +885 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 903 | 41 | 0.0% | 0.0% | 307 | +301 | 50.0% | Q3 2026 | Oct 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 551 | 40 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 526 | 39 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 517 | 38 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 495 | 36 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 480 | 34 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 565 | 30 | 0.0% | 0.0% | 313 | +188 | 49.87% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 420 | 30 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 421 | 30 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Bank, N.A. | History | No change | 390 | 28 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 540 | 24 | 0.0% | 0.0% | 317 | +180 | 50.0% | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | New | 519 | 23 | 0.01% | — | 318 | +519 | New | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 303 | 22 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | No change | 312 | 22 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 296 | 21 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 292 | 21 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 436 | 19 | 0.0% | 0.0% | 323 | +145 | 49.83% | Q3 2026 | Oct 20, 2026 |
| Costello Asset Management, INC | History | Reduced | 405 | 18 | 0.01% | 0.03% | 324 | -995 | -71.07% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 244 | 18 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| WPG Advisers, LLC | History | Added to | 364 | 17 | 0.01% | 0.01% | 326 | +119 | 48.57% | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 363 | 16 | 0.0% | 0.0% | 327 | +134 | 58.52% | Q3 2026 | Oct 26, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 196 | 14 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 290 | 13 | 0.0% | 0.0% | 330 | +158 | 119.7% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 181 | 13 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 178 | 13 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S&T BANK/PA | History | No change | 167 | 12 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Investment Management, LLC | History | No change | 159 | 12 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 166 | 12 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Grove Bank & Trust | History | Added to | 205 | 11 | 0.0% | 0.0% | 335 | +84 | 69.42% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 217 | 10 | 0.0% | 0.0% | 336 | +70 | 47.62% | Q3 2026 | Nov 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 138 | 10 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 206 | 9 | 0.0% | 0.0% | 340 | +38 | 22.62% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 131 | 9 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 135 | 9 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 180 | 8 | 0.0% | 0.0% | 341 | +65 | 56.52% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 168 | 8 | 0.0% | 0.0% | 342 | +60 | 55.56% | Q3 2026 | Oct 26, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 7 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 92 | 7 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Reduced | 142 | 6 | 0.0% | 0.01% | 347 | -10 | -6.58% | Q3 2026 | Oct 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 90 | 6 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 84 | 6 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | Reduced | 98 | 5 | 0.0% | 0.0% | 348 | -622 | -86.39% | Q3 2026 | Oct 26, 2026 |
| UMB Private Wealth Management, LLC | History | New | 111 | 5 | 0.0% | — | 352 | +111 | New | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 121 | 5 | 0.0% | 0.0% | 349 | +66 | 120.0% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | No change | 75 | 5 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 82 | 5 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 94 | 4 | 0.0% | 0.0% | 353 | +57 | 154.05% | Q3 2026 | Oct 22, 2026 |
| Quarry LP | History | No change | 59 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 55 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 65 | 4 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | New | 73 | 3 | 0.0% | — | 362 | +73 | New | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | New | 67 | 3 | 0.0% | — | 363 | +67 | New | Q3 2026 | Oct 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 82 | 3 | 0.0% | 0.0% | 359 | +47 | 134.29% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 87 | 3 | 0.0% | 0.0% | 358 | +28 | 47.46% | Q3 2026 | Oct 28, 2026 |
| Torren Management, LLC | History | Added to | 73 | 3 | 0.0% | 0.0% | 360 | +24 | 48.98% | Q3 2026 | Oct 29, 2026 |
| Essential Partners LLC | History | Added to | 66 | 3 | 0.0% | 0.0% | 361 | +21 | 46.67% | Q3 2026 | Oct 14, 2026 |
| Clark Wealth Partners | History | New | 45 | 2 | 0.0% | — | 368 | +45 | New | Q3 2026 | Oct 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 39 | 2 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 27 | 2 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Portfolio Services LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 28 | 1 | 0.0% | — | 381 | +28 | New | Q3 2026 | Oct 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 23 | 1 | 0.0% | — | 382 | +23 | New | Q3 2026 | Oct 08, 2026 |
| Noble Wealth Management PBC | History | New | 19 | 1 | 0.0% | — | 383 | +19 | New | Q3 2026 | Oct 01, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 19 | 1 | 0.0% | — | 384 | +19 | New | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 35 | 1 | 0.0% | 0.0% | 372 | +15 | 75.0% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 38 | 1 | 0.0% | 0.0% | 370 | -11 | -22.45% | Q3 2026 | Oct 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 27 | 1 | 0.0% | 0.0% | 373 | +8 | 42.11% | Q3 2026 | Nov 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 30 | 1 | 0.0% | 0.0% | 375 | +6 | 25.0% | Q3 2026 | Oct 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,600 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,202 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,091 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,868 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q3 2026 | Oct 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 20 | 0 | — | — | — | +16 | 400.0% | Q3 2026 | Oct 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Activest Wealth Management | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 18 | 0 | — | — | — | +6 | 50.0% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 15 | 0 | — | — | — | +5 | 50.0% | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 15 | 0 | — | — | — | +5 | 50.0% | Q3 2026 | Oct 07, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 08, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 08, 2026 |
| Abound Wealth Management | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 26, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |