BOSTON BEER CO INC - SAM
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 | 1,015,254 | 179,730 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 609,360 | 107,875 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 539,988 | 95,594 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 437,756 | 77,495 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 385,326 | 68,214 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 345,822 | 61,220 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 321,080 | 56,840 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 314,732 | 55,807 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 283,512 | 50,190 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 267,567 | 47,367 | 2.84% | 2.84% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 236,038 | 38,714 | 0.01% | 0.01% | 11 | -84,847 | -26.44% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 205,368 | 36,363 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 199,420 | 35,304 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 146,043 | 25,853 | 1.35% | 1.35% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | No change | 131,877 | 23,346 | 3.14% | 3.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 130,819 | 23,158 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 126,182 | 22,337 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 117,548 | 20,862 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 104,302 | 18,464 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 103,929 | 18,398 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 103,039 | 18,240 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 102,562 | 18,156 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 102,179 | 18,088 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 99,454 | 17,606 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 98,799 | 17,490 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 82,775 | 14,653 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 73,254 | 12,968 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 63,070 | 11,165 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 62,666 | 11,093 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 62,634 | 11,088 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 60,625 | 10,732 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | No change | 65,364 | 10,721 | 0.03% | 0.04% | 32 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 58,648 | 10,382 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 58,288 | 10,318 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 52,748 | 9,337 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,052 | 9,193 | 0.0% | 0.0% | 36 | -7,412 | -11.68% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 46,569 | 8,244 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 45,318 | 8,022 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prescott General Partners LLC | History | No change | 45,000 | 7,966 | 0.41% | 0.41% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 42,474 | 7,519 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 42,400 | 7,506 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 38,203 | 6,763 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 35,905 | 6,610 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 35,397 | 6,266 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 33,447 | 5,921 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 33,018 | 5,845 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 35,573 | 5,834 | 0.0% | 0.0% | 47 | +18,220 | 105.0% | Q3 2026 | Nov 02, 2026 |
| Edgestream Partners, L.P. | History | No change | 32,914 | 5,826 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 32,567 | 5,765 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 32,217 | 5,703 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darwins River Capital, LP | History | No change | 30,820 | 5,456 | 2.99% | 2.99% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ING GROEP NV | History | No change | 29,300 | 5,186 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 28,352 | 5,019 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 30,578 | 5,015 | 0.0% | 0.0% | 54 | +18,228 | 147.6% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,251 | 4,824 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 26,691 | 4,725 | 0.3% | 0.3% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 23,416 | 4,145 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 21,786 | 3,856 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 14,841 | 3,419 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 18,630 | 3,298 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 17,853 | 3,160 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 17,254 | 3,051 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 16,534 | 2,927 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 16,344 | 2,893 | 0.47% | 0.47% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,846 | 2,804 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 15,684 | 2,776 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 15,100 | 2,673 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 15,807 | 2,592 | 0.05% | 0.04% | 68 | +3,569 | 29.16% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,647 | 2,592 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,800 | 2,427 | 0.0% | 0.0% | 70 | +10,200 | 221.74% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 13,712 | 2,427 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,652 | 2,416 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 12,900 | 2,283 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 12,018 | 2,127 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,796 | 2,088 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,156 | 1,975 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,691 | 1,892 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Skylands Capital, LLC | History | Added to | 11,216 | 1,839 | 0.24% | 0.05% | 78 | +9,116 | 434.1% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 10,324 | 1,827 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | No change | 10,247 | 1,814 | 0.38% | 0.38% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Engineers Gate Manager LP | History | No change | 9,610 | 1,701 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 9,452 | 1,673 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crawford Fund Management, LLC | History | No change | 9,200 | 1,628 | 0.25% | 0.25% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 8,867 | 1,569 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 8,750 | 1,549 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 8,515 | 1,507 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Savoir Faire Capital Management, L.P. | History | Reduced | 8,802 | 1,443 | 1.22% | 1.31% | 87 | -3,095 | -26.01% | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,105 | 1,434 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,075 | 1,429 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,989 | 1,414 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,552 | 1,336 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,438 | 1,316 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 7,086 | 1,254 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAGNON SECURITIES LLC | History | Added to | 7,519 | 1,233 | 0.21% | 0.25% | 94 | +236 | 3.24% | Q3 2026 | Nov 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,502 | 1,230 | 0.03% | — | 95 | +7,502 | New | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,117 | 1,218 | 0.0% | 0.0% | 96 | +1,598 | 28.95% | Q3 2026 | Oct 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,784 | 1,200 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OSSIAM | History | No change | 6,720 | 1,189 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,245 | 1,188 | 0.0% | 0.0% | 99 | -179 | -2.41% | Q3 2026 | Oct 22, 2026 |
| Atom Investors LP | History | No change | 6,470 | 1,145 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 6,449 | 1,141 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 6,103 | 1,080 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 6,544 | 1,073 | 0.0% | 0.0% | 103 | -1,553 | -19.18% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 6,447 | 1,057 | 0.01% | 0.01% | 105 | -374 | -5.48% | Q3 2026 | Oct 27, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,976 | 1,057 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| denkapparat Operations GmbH | History | No change | 5,616 | 994 | 0.32% | 0.32% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 5,800 | 951 | 0.1% | — | 107 | +5,800 | New | Q3 2026 | Oct 27, 2026 |
| STRS OHIO | History | Added to | 5,700 | 934 | 0.0% | 0.0% | 108 | +1,800 | 46.15% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 5,192 | 919 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 5,061 | 895 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 4,939 | 874 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,257 | 862 | 0.0% | — | 112 | +5,257 | New | Q3 2026 | Nov 02, 2026 |
| SummerHaven Investment Management, LLC | History | New | 5,173 | 848 | 0.47% | — | 113 | +5,173 | New | Q3 2026 | Oct 19, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,683 | 827 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 4,996 | 819 | 0.0% | 0.0% | 115 | +1,187 | 31.16% | Q3 2026 | Oct 28, 2026 |
| Eschler Asset Management LLP | History | No change | 4,600 | 814 | 1.45% | 1.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,506 | 797 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,689 | 769 | 0.0% | 0.0% | 118 | +3,029 | 182.47% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 4,212 | 745 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,190 | 741 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,432 | 727 | 0.0% | — | 121 | +4,432 | New | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,104 | 726 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,376 | 718 | 0.05% | 0.07% | 123 | -1,155 | -20.88% | Q3 2026 | Oct 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,000 | 708 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,865 | 684 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 3,838 | 679 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 3,826 | 676 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,800 | 673 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 3,549 | 628 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OP Asset Management Ltd | History | Added to | 3,767 | 617 | 0.01% | 0.0% | 130 | +2,160 | 134.41% | Q3 2026 | Nov 05, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,379 | 598 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 3,310 | 585 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,196 | 565 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,025 | 535 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ICON ADVISERS INC/CO | History | No change | 3,020 | 534 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,249 | 532 | 0.02% | 0.01% | 136 | +1,545 | 90.67% | Q3 2026 | Oct 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,878 | 509 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 3,100 | 508 | 0.01% | 0.01% | 138 | +900 | 40.91% | Q3 2026 | Oct 20, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 2,995 | 491 | 0.07% | 0.08% | 139 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 2,569 | 454 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 2,548 | 451 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,535 | 449 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 2,487 | 440 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INCEPTIONR LLC | History | No change | 2,486 | 440 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,470 | 437 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaGrep UK Ltd | History | No change | 2,463 | 436 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,601 | 426 | 0.03% | 0.03% | 147 | -1 | -0.04% | Q3 2026 | Oct 26, 2026 |
| Virtu Financial LLC | History | No change | 2,398 | 424 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 2,353 | 416 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,328 | 412 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 2,330 | 412 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wernau Asset Management Inc. | History | No change | 2,500 | 410 | 0.19% | 0.23% | 152 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SG Americas Securities, LLC | History | No change | 2,264 | 401 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,960 | 396 | 0.01% | — | 154 | +1,960 | New | Q3 2026 | Oct 26, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,218 | 392 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,201 | 389 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,171 | 384 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,108 | 373 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,091 | 370 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,081 | 368 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,063 | 365 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,209 | 362 | 0.01% | — | 162 | +2,209 | New | Q3 2026 | Nov 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,024 | 358 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,980 | 350 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 2,115 | 346 | 0.0% | 0.0% | 165 | +36 | 1.73% | Q3 2026 | Nov 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 1,936 | 342 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 2,085 | 341 | 0.22% | 0.24% | 167 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Walleye Capital LLC | History | No change | 1,833 | 324 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,921 | 315 | 0.0% | 0.0% | 169 | -1,263 | -39.67% | Q3 2026 | Oct 23, 2026 |
| RHS Financial, LLC | History | Reduced | 1,851 | 303 | 0.1% | 0.14% | 170 | -96 | -4.93% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 1,682 | 297 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 1,662 | 294 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,635 | 289 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,615 | 285 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,737 | 284 | 0.0% | 0.0% | 175 | -53 | -2.96% | Q3 2026 | Nov 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,582 | 280 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 1,700 | 278 | 0.0% | 0.0% | 177 | +123 | 7.8% | Q3 2026 | Oct 29, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 1,680 | 275 | 0.09% | 0.13% | 178 | +91 | 5.73% | Q3 2026 | Oct 21, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 1,491 | 263 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambria Investment Management, L.P. | History | No change | 1,489 | 263 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,482 | 262 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,596 | 261 | 0.0% | 0.0% | 182 | +505 | 46.29% | Q3 2026 | Oct 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,580 | 259 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,448 | 256 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | New | 1,556 | 255 | 0.0% | — | 185 | +1,556 | New | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,438 | 254 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 1,422 | 251 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,417 | 251 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 1,413 | 250 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,396 | 247 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,362 | 241 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 1,342 | 237 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,430 | 234 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kera Capital Partners, Inc. | History | No change | 1,310 | 231 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,401 | 229 | 0.0% | 0.01% | 195 | -3,099 | -68.87% | Q3 2026 | Nov 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 1,380 | 226 | 0.02% | 0.02% | 196 | +59 | 4.47% | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 1,281 | 226 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,249 | 221 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,245 | 220 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 1,338 | 219 | 0.0% | — | 200 | +1,338 | New | Q3 2026 | Oct 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,229 | 217 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CastleKnight Management LP | History | No change | 1,200 | 212 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 1,288 | 211 | 0.0% | 0.01% | 204 | -3,800 | -74.69% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,194 | 211 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 1,168 | 206 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | New | 975 | 201 | 0.01% | — | 206 | +975 | New | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,040 | 199 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,118 | 197 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 1,198 | 196 | 0.12% | 0.13% | 209 | -19 | -1.56% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,121 | 183 | 0.0% | 0.0% | 210 | -375 | -25.07% | Q3 2026 | Oct 08, 2026 |
| Investors Research Corp | History | Reduced | 1,059 | 173 | 0.03% | 0.03% | 211 | -33 | -3.02% | Q3 2026 | Oct 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 953 | 169 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 953 | 168 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 1,000 | 164 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 850 | 150 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 827 | 146 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 853 | 139 | 0.0% | 0.0% | 217 | +188 | 28.27% | Q3 2026 | Oct 20, 2026 |
| Nykredit A/S | History | No change | 647 | 114 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bayforest Capital Ltd | History | Reduced | 676 | 110 | 0.16% | 0.25% | 219 | -829 | -55.08% | Q3 2026 | Nov 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 585 | 104 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 540 | 95 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 553 | 91 | 0.0% | 0.0% | 222 | +398 | 256.77% | Q3 2026 | Oct 27, 2026 |
| Fulcrum Asset Management LLP | History | New | 520 | 84 | 0.0% | — | 223 | +520 | New | Q3 2026 | Nov 04, 2026 |
| Quarry LP | History | No change | 429 | 75 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 440 | 72 | 0.0% | 0.0% | 225 | +258 | 141.76% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 406 | 71 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 400 | 71 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 404 | 66 | 0.01% | 0.0% | 229 | +197 | 95.17% | Q3 2026 | Oct 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 374 | 66 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 364 | 59 | 0.0% | 0.0% | 230 | +51 | 16.29% | Q3 2026 | Nov 03, 2026 |
| Horizon Investments, LLC | History | No change | 331 | 58 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 312 | 55 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 333 | 54 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 304 | 53 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 308 | 50 | 0.0% | 0.0% | 235 | +28 | 10.0% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 266 | 47 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 271 | 47 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 268 | 44 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sachetta, LLC | History | No change | 245 | 43 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 253 | 41 | 0.0% | 0.0% | 241 | +75 | 42.13% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 232 | 41 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 233 | 38 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 224 | 36 | 0.0% | — | 244 | +223 | 22300.0% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 220 | 36 | 0.0% | 0.0% | 243 | +152 | 223.53% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 223 | 36 | 0.0% | 0.0% | 245 | +37 | 19.89% | Q3 2026 | Oct 01, 2026 |
| UMB Bank, n.a. | History | No change | 201 | 35 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 198 | 35 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 207 | 33 | 0.0% | 0.0% | 248 | +66 | 46.81% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 201 | 32 | 0.0% | 0.0% | 249 | +37 | 22.56% | Q3 2026 | Nov 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 182 | 32 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 190 | 31 | 0.0% | 0.0% | 251 | -33 | -14.8% | Q3 2026 | Nov 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 176 | 28 | 0.0% | 0.0% | 252 | +47 | 36.43% | Q3 2026 | Oct 09, 2026 |
| Ascentis Independent Advisors | History | New | 160 | 26 | 0.0% | — | 255 | +160 | New | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 150 | 26 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 150 | 26 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 133 | 23 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 131 | 23 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 121 | 21 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | Added to | 120 | 19 | 0.0% | 0.0% | 259 | +20 | 20.0% | Q3 2026 | Oct 30, 2026 |
| LRI Investments, LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Triumph Capital Management | History | No change | 100 | 16 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 96 | 15 | 0.0% | 0.0% | 262 | -60 | -38.46% | Q3 2026 | Oct 16, 2026 |
| Vision Retirement, LLC | History | No change | 80 | 14 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 75 | 13 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 68 | 11 | 0.0% | 0.0% | 268 | -202 | -74.81% | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 65 | 11 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 63 | 11 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 70 | 11 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 65 | 10 | 0.0% | — | 272 | +65 | New | Q3 2026 | Oct 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 66 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 63 | 10 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Beacon Financial Strategies CORP | History | No change | 66 | 10 | 0.0% | 0.01% | 271 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 47 | 9 | 0.0% | 0.0% | 273 | -1 | -2.08% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Reduced | 51 | 8 | 0.01% | 0.02% | 276 | -104 | -67.1% | Q3 2026 | Oct 30, 2026 |
| Livelsberger Financial Advisory | History | New | 50 | 8 | 0.04% | — | 279 | +50 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 50 | 8 | 0.0% | 0.0% | 277 | +21 | 72.41% | Q3 2026 | Oct 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Branch Capital LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Hilltop National Bank | History | No change | 50 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 48 | 7 | 0.0% | — | 281 | +48 | New | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 47 | 7 | 0.0% | — | 282 | +47 | New | Q3 2026 | Oct 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 44 | 7 | 0.0% | 0.0% | 280 | +29 | 193.33% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 33 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Clearstead Trust, LLC | History | No change | 29 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 33 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 25 | 4 | 0.0% | 0.0% | 287 | -120 | -82.76% | Q3 2026 | Nov 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 28 | 4 | 0.0% | 0.0% | 289 | -26 | -48.15% | Q3 2026 | Oct 19, 2026 |
| Nemes Rush Group LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 21 | 3 | 0.0% | 0.0% | 297 | -80 | -79.21% | Q3 2026 | Nov 05, 2026 |
| High Note Wealth, LLC | History | Added to | 24 | 3 | 0.0% | 0.0% | 293 | +16 | 200.0% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20 | 3 | 0.0% | 0.0% | 291 | -4 | -16.67% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Optiver Holding B.V. | History | No change | 18 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 20 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 22 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 15 | 2 | 0.0% | — | 305 | +15 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 17 | 2 | 0.0% | 0.0% | 302 | +11 | 183.33% | Q3 2026 | Oct 14, 2026 |