SEACOAST BANKING CORP OF FLORIDA - SBCF
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 | 13,977,824 | 464,762 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 5,544,609 | 184,358 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| North Reef Capital Management LP | History | No change | 4,775,000 | 158,768 | 6.09% | 6.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,480,829 | 148,987 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,359,870 | 144,965 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,011,795 | 127,699 | 0.02% | 0.02% | 6 | +399,695 | 11.07% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,255,493 | 108,245 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 2,838,870 | 94,392 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,600,810 | 86,494 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,251,641 | 74,867 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,213,453 | 73,597 | 0.55% | 0.55% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,077,757 | 69,086 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,632,101 | 54,267 | 0.64% | 0.64% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,441,055 | 47,915 | 0.37% | 0.37% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 1,227,771 | 40,823 | 0.38% | 0.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,064,697 | 35,401 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,052,282 | 34,988 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 1,046,573 | 34,798 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,041,519 | 34,630 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 1,006,363 | 33,461 | 4.34% | 4.34% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 921,852 | 30,651 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 896,895 | 28,548 | 0.5% | 0.57% | 22 | -126,608 | -12.37% | Q3 2026 | Oct 13, 2026 |
| Aberdeen Group plc | History | No change | 793,007 | 26,367 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 757,144 | 25,175 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 748,847 | 24,899 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 735,047 | 24,440 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 762,013 | 24,254 | 2.22% | 2.19% | 27 | -37,818 | -4.73% | Q3 2026 | Oct 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 703,973 | 23,407 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 670,709 | 22,200 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 664,451 | 22,093 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 653,964 | 21,744 | 0.51% | 0.51% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Eagle Investment Management, LLC | History | No change | 647,565 | 21,531 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 646,432 | 21,493 | 0.96% | 0.96% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 645,731 | 21,470 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 642,594 | 21,366 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 611,382 | 20,328 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 598,048 | 19,885 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 477,866 | 15,889 | 0.33% | 0.33% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 447,558 | 14,881 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 445,850 | 14,824 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 457,971 | 14,577 | 0.01% | 0.01% | 41 | -7,117 | -1.53% | Q3 2026 | Nov 02, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 433,797 | 14,423 | 0.51% | 0.51% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 428,491 | 14,247 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ceredex Value Advisors LLC | History | No change | 407,400 | 13,546 | 0.38% | 0.38% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 356,687 | 11,859 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 330,600 | 10,992 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 311,190 | 10,347 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 302,304 | 10,051 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 296,755 | 9,867 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 261,665 | 8,700 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 260,385 | 8,657 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pier Capital, LLC | History | No change | 255,067 | 8,480 | 1.12% | 1.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 246,837 | 8,207 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 239,384 | 7,959 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 234,991 | 7,813 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 223,437 | 7,429 | 3.13% | 3.13% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legal & General Group Plc | History | No change | 218,338 | 7,259 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Investment Partners, LP | History | No change | 215,015 | 7,149 | 0.4% | 0.4% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 213,331 | 7,093 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | No change | 203,849 | 6,777 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 201,877 | 6,712 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 196,500 | 6,533 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 187,174 | 6,344 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 189,340 | 6,295 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 186,625 | 6,205 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 179,622 | 5,972 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 179,767 | 5,721 | 2.3% | 2.18% | 67 | -12,100 | -6.31% | Q3 2026 | Oct 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 155,617 | 5,174 | 0.27% | 0.27% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 155,468 | 5,169 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 153,745 | 5,112 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 149,539 | 4,972 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 144,308 | 4,798 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 140,444 | 4,670 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 135,587 | 4,508 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 115,185 | 3,829 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 107,753 | 3,582 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 106,264 | 3,533 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 115,857 | 3,509 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 104,500 | 3,474 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 102,502 | 3,408 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 102,317 | 3,402 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 99,956 | 3,323 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 96,041 | 3,193 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 95,293 | 3,168 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 86,476 | 2,875 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 85,621 | 2,846 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 84,431 | 2,807 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 88,103 | 2,804 | 0.0% | 0.0% | 88 | -22,805 | -20.56% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 82,969 | 2,759 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 76,543 | 2,545 | 0.49% | 0.49% | 90 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 75,958 | 2,525 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 75,678 | 2,516 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 73,015 | 2,427 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 69,172 | 2,299 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 66,363 | 2,206 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 67,704 | 2,155 | 1.98% | 1.97% | 96 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Graham Capital Management, L.P. | History | No change | 64,759 | 2,153 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 63,185 | 2,101 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 63,031 | 2,095 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 61,963 | 2,060 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | No change | 52,785 | 1,755 | 0.21% | 0.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 50,372 | 1,674 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 50,310 | 1,672 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 48,014 | 1,596 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 47,603 | 1,583 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 45,541 | 1,523 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 45,722 | 1,520 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 45,431 | 1,510 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 45,135 | 1,500 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 45,092 | 1,499 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 45,000 | 1,496 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 44,361 | 1,475 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 43,275 | 1,438 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 42,599 | 1,416 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 41,226 | 1,370 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 39,662 | 1,319 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 41,060 | 1,306 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 40,800 | 1,298 | 0.02% | 0.02% | 118 | -1,400 | -3.32% | Q3 2026 | Oct 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 37,409 | 1,244 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 37,000 | 1,230 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 36,731 | 1,221 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 36,501 | 1,213 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,224 | 1,204 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 36,021 | 1,197 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Added to | 37,480 | 1,193 | 0.01% | 0.01% | 125 | +942 | 2.58% | Q3 2026 | Oct 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 37,148 | 1,182 | 0.02% | 0.02% | 126 | +30 | 0.08% | Q3 2026 | Nov 04, 2026 |
| Jain Global LLC | History | No change | 31,273 | 1,039 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 31,016 | 1,031 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 30,786 | 1,023 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,099 | 967 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 27,870 | 926 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 27,501 | 914 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,484 | 913 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 28,287 | 900 | 0.25% | 0.25% | 134 | +9 | 0.03% | Q3 2026 | Oct 15, 2026 |
| BARR E S & CO | History | No change | 26,450 | 879 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 27,383 | 871 | 0.0% | 0.0% | 136 | +353 | 1.31% | Q3 2026 | Nov 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,905 | 861 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | New | 26,414 | 840 | 0.04% | — | 138 | +26,414 | New | Q3 2026 | Oct 22, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 25,163 | 800 | 0.11% | 0.13% | 139 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 24,054 | 799 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,911 | 793 | 0.01% | 0.01% | 141 | -1,003 | -3.87% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 24,340 | 774 | 0.01% | 0.01% | 142 | -1,505 | -5.82% | Q3 2026 | Oct 22, 2026 |
| Atom Investors LP | History | No change | 22,493 | 747 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 22,075 | 733 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,693 | 721 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,570 | 718 | 0.0% | 0.0% | 146 | -246 | -1.08% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 21,500 | 714 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 21,532 | 685 | 0.01% | 0.01% | 148 | -300 | -1.37% | Q3 2026 | Oct 29, 2026 |
| XTX Topco Ltd | History | No change | 19,981 | 664 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 19,722 | 655 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,021 | 637 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,886 | 632 | 0.01% | 0.01% | 152 | -15,328 | -43.53% | Q3 2026 | Oct 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,464 | 613 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 19,008 | 605 | 0.0% | 0.0% | 154 | +1,390 | 7.89% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,405 | 554 | 0.0% | 0.0% | 155 | +6 | 0.03% | Q3 2026 | Oct 30, 2026 |
| WEALTH EFFECTS LLC | History | No change | 17,200 | 547 | 0.15% | 0.15% | 156 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 16,400 | 545 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Trust Asset Management, LLC | History | No change | 16,796 | 534 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COMMERCE BANK | History | No change | 16,035 | 533 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,108 | 512 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 16,005 | 509 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 15,858 | 505 | 0.02% | 0.02% | 162 | +1 | 0.01% | Q3 2026 | Oct 09, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 14,657 | 487 | 0.51% | 0.51% | 163 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,305 | 476 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,995 | 465 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,555 | 450 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| First National Advisers, LLC | History | No change | 13,397 | 445 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harbor Advisors LLC | History | No change | 13,272 | 441 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,119 | 436 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,115 | 436 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,493 | 429 | 0.0% | 0.0% | 171 | -545 | -3.88% | Q3 2026 | Oct 28, 2026 |
| DRW Securities, LLC | History | No change | 12,589 | 418 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,447 | 414 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 12,268 | 407 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,795 | 392 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 11,506 | 382 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigoe, LLC | History | No change | 12,022 | 382 | 0.2% | 0.21% | 177 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 11,948 | 380 | 0.0% | 0.0% | 178 | +457 | 3.98% | Q3 2026 | Oct 15, 2026 |
| Omnia Family Wealth, LLC | History | No change | 11,224 | 373 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cutler Capital Management, LLC | History | No change | 10,826 | 359 | 0.09% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,081 | 352 | 0.0% | 0.0% | 181 | -495 | -4.28% | Q3 2026 | Nov 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 10,931 | 347 | 0.0% | 0.0% | 182 | -90 | -0.82% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,415 | 346 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaton Management Co. Inc. | History | No change | 10,000 | 333 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,952 | 330 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 10,202 | 324 | 0.01% | 0.01% | 186 | -792 | -7.2% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,874 | 314 | 0.0% | 0.0% | 187 | +2,641 | 36.51% | Q3 2026 | Oct 13, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 9,870 | 314 | 0.08% | 0.09% | 188 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Odyssean, LLC | History | No change | 9,431 | 313 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 9,690 | 308 | 0.0% | 0.0% | 190 | -317 | -3.17% | Q3 2026 | Nov 03, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 9,653 | 307 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quent Capital, LLC | History | No change | 9,260 | 307 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,228 | 306 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 9,188 | 305 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,986 | 298 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,954 | 297 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,880 | 295 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 9,250 | 294 | 0.2% | 0.19% | 198 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| 1492 Capital Management LLC | History | No change | 8,659 | 287 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Range Advisory, LLC | History | No change | 8,576 | 285 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Dakota Wealth Management | History | No change | 8,288 | 275 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Point Inc. | History | Added to | 8,557 | 272 | 0.02% | 0.02% | 202 | +240 | 2.89% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 7,820 | 260 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,723 | 256 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,657 | 254 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 7,607 | 252 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 8,263 | 251 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 7,453 | 247 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,339 | 244 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,185 | 228 | 0.01% | 0.01% | 210 | -1,041 | -12.65% | Q3 2026 | Oct 28, 2026 |
| Xcel Wealth Management, LLC | History | No change | 7,000 | 222 | 0.05% | 0.06% | 211 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 6,788 | 216 | 0.04% | 0.04% | 212 | +93 | 1.39% | Q3 2026 | Oct 21, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 6,374 | 211 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| F/m Investments LLC | History | No change | 6,351 | 211 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,330 | 210 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 6,628 | 210 | 0.1% | 0.09% | 216 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 6,590 | 209 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 6,500 | 206 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CIBC Asset Management Inc | History | No change | 6,150 | 204 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centiva Capital, LP | History | No change | 6,108 | 203 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 6,348 | 202 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,896 | 196 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 5,646 | 187 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 4,952 | 157 | 0.04% | 0.04% | 224 | +88 | 1.81% | Q3 2026 | Nov 04, 2026 |
| Allied Private Wealth LLC | History | No change | 3,700 | 117 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,615 | 115 | 0.0% | 0.0% | 226 | +59 | 1.66% | Q3 2026 | Oct 20, 2026 |
| KBC Group NV | History | No change | 3,410 | 109 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SUMMER ROAD LLC | History | No change | 3,144 | 104 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 3,211 | 102 | 0.0% | 0.0% | 229 | +268 | 9.11% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 2,497 | 83 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | New | 2,600 | 82 | 0.0% | — | 231 | +2,600 | New | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,246 | 71 | 0.01% | 0.01% | 232 | +474 | 26.75% | Q3 2026 | Oct 01, 2026 |
| Heritage Family Offices, LLP | History | New | 2,097 | 66 | 0.02% | — | 233 | +2,097 | New | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 1,987 | 63 | 0.0% | 0.0% | 235 | +24 | 1.22% | Q3 2026 | Oct 21, 2026 |
| GODSEY & GIBB, INC | History | No change | 1,985 | 63 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,932 | 61 | 0.0% | 0.0% | 236 | -56 | -2.82% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,878 | 59 | 0.01% | 0.01% | 237 | +44 | 2.4% | Q3 2026 | Oct 27, 2026 |
| Caldwell Trust Co | History | No change | 1,829 | 58 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,546 | 51 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 1,407 | 46 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,449 | 46 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,357 | 43 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,107 | 36 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,142 | 36 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,065 | 33 | 0.0% | — | 245 | +1,065 | New | Q3 2026 | Oct 28, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 1,000 | 32 | 0.01% | — | 246 | +1,000 | New | Q3 2026 | Oct 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 943 | 30 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 903 | 30 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | No change | 876 | 29 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 862 | 28 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 812 | 25 | 0.0% | 0.0% | 251 | -36 | -4.25% | Q3 2026 | Oct 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 781 | 25 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 775 | 24 | 0.0% | 0.0% | 253 | +59 | 8.24% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 744 | 23 | 0.0% | 0.0% | 255 | +35 | 4.94% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 705 | 23 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 669 | 22 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 681 | 22 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Persistent Asset Partners Ltd | History | No change | 651 | 21 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 586 | 20 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 617 | 20 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 477 | 15 | 0.0% | 0.0% | 262 | +12 | 2.58% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 412 | 13 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 384 | 12 | 0.0% | — | 264 | +384 | New | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 347 | 11 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 328 | 10 | 0.0% | — | 267 | +328 | New | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 317 | 10 | 0.0% | — | 266 | +317 | New | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 254 | 8 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 266 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 207 | 6 | 0.0% | 0.0% | 270 | +157 | 314.0% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 184 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 210 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 179 | 5 | 0.0% | — | 273 | +179 | New | Q3 2026 | Oct 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 166 | 5 | 0.0% | — | 274 | +166 | New | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 136 | 4 | 0.0% | 0.0% | 276 | +30 | 28.3% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 138 | 4 | 0.0% | 0.0% | 278 | +9 | 6.98% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 127 | 4 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MidFirst Bank | History | No change | 115 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 99 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 93 | 2 | 0.0% | 0.0% | 285 | +41 | 78.85% | Q3 2026 | Oct 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clark Wealth Partners | History | New | 57 | 1 | 0.0% | — | 295 | +57 | New | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 36 | 1 | 0.0% | — | 294 | +36 | New | Q3 2026 | Oct 23, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 56 | 1 | 0.0% | — | 291 | +29 | 107.41% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bogart Wealth, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westfuller Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 44 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,140 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -15 | -46.88% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 23, 2026 |