Sally Beauty Holdings, Inc. - SBH
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.
Details.
Rows: 0
| 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 | 15,783,038 | 223,172 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 8,605,878 | 121,687 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,103,240 | 100,215 | 0.02% | 0.02% | 3 | +48,778 | 0.81% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,428,015 | 90,892 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 4,457,727 | 63,032 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 4,439,992 | 62,781 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,243,510 | 60,003 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 3,759,581 | 53,160 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 3,735,366 | 52,818 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 3,213,008 | 52,757 | 0.39% | 0.31% | 10 | -92,978 | -2.81% | Q3 2026 | Oct 13, 2026 |
| Ranmore Fund Management Ltd | History | Added to | 3,151,000 | 51,739 | 5.74% | 4.69% | 11 | +155,146 | 5.18% | Q3 2026 | Oct 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,371,070 | 47,666 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,313,531 | 46,853 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,257,918 | 46,074 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,933,962 | 41,486 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,452,890 | 34,683 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,023,476 | 28,611 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,583,616 | 22,392 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,403,200 | 19,841 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 1,340,691 | 18,957 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,153,626 | 16,312 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,105,921 | 15,637 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 996,900 | 14,096 | 0.25% | 0.25% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 836,675 | 11,830 | 0.25% | 0.25% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 806,050 | 11,397 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 788,145 | 11,144 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 660,110 | 10,839 | 0.01% | 0.0% | 27 | +62,235 | 10.41% | Q3 2026 | Nov 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 698,098 | 9,871 | 0.49% | 0.49% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Access Investment Management LLC | History | Added to | 574,104 | 9,426 | 2.29% | 2.05% | 29 | +7,380 | 1.3% | Q3 2026 | Oct 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 661,006 | 9,346 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 633,915 | 8,963 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 587,140 | 8,302 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 568,598 | 8,039 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 565,476 | 7,995 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 482,572 | 7,923 | 0.0% | 0.0% | 35 | +172,244 | 55.5% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 554,346 | 7,838 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 513,695 | 7,263 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 501,969 | 7,097 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 461,072 | 6,519 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 453,026 | 6,405 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 394,493 | 5,578 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CastleKnight Management LP | History | No change | 392,050 | 5,543 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 384,126 | 5,431 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 375,196 | 5,305 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 374,710 | 5,298 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 316,062 | 5,202 | 0.24% | 0.01% | 46 | +309,564 | 4763.99% | Q3 2026 | Nov 04, 2026 |
| Woodline Partners LP | History | No change | 341,596 | 4,830 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 343,363 | 4,827 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 331,464 | 4,686 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 303,831 | 4,296 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 302,829 | 4,282 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Added to | 255,000 | 4,187 | 0.0% | 0.0% | 52 | +83,950 | 49.08% | Q3 2026 | Oct 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 295,219 | 4,165 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 270,292 | 3,821 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 264,137 | 3,734 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 251,516 | 3,556 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 240,903 | 3,406 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 234,583 | 3,317 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invenomic Capital Management LP | History | No change | 230,656 | 3,261 | 0.19% | 0.19% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 227,790 | 3,220 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 205,038 | 2,899 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 200,271 | 2,832 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 199,638 | 2,822 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 196,427 | 2,777 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 190,779 | 2,697 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 190,522 | 2,693 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 189,800 | 2,683 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 189,311 | 2,677 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 189,256 | 2,676 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 161,449 | 2,650 | 0.0% | 0.0% | 70 | +16,150 | 11.12% | Q3 2026 | Nov 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 165,288 | 2,337 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 150,637 | 2,210 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 131,490 | 2,159 | 0.01% | 0.02% | 73 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 149,593 | 2,115 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 146,213 | 2,068 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 121,080 | 1,988 | 0.01% | 0.01% | 76 | +7,118 | 6.25% | Q3 2026 | Oct 28, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 136,993 | 1,937 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 126,946 | 1,795 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 126,227 | 1,784 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 122,301 | 1,729 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 122,168 | 1,727 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 105,000 | 1,724 | 0.37% | — | 82 | +105,000 | New | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 119,162 | 1,684 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 118,236 | 1,671 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quantinno Capital Management LP | History | No change | 111,256 | 1,573 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 109,271 | 1,545 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 107,995 | 1,495 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 103,790 | 1,467 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 101,807 | 1,439 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 78,789 | 1,293 | 0.01% | 0.01% | 90 | +1,632 | 2.12% | Q3 2026 | Oct 30, 2026 |
| Cinctive Capital Management LP | History | No change | 91,216 | 1,289 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 90,821 | 1,284 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 89,137 | 1,260 | 0.17% | 0.17% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 88,435 | 1,250 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 83,919 | 1,186 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 83,590 | 1,180 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 79,702 | 1,126 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 70,556 | 997 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 69,920 | 989 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummerHaven Investment Management, LLC | History | New | 59,811 | 982 | 0.55% | — | 100 | +59,811 | New | Q3 2026 | Oct 19, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 65,000 | 919 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 54,917 | 901 | 0.01% | 0.01% | 102 | -15,692 | -22.22% | Q3 2026 | Oct 15, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 63,552 | 898 | 0.56% | 0.56% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 63,507 | 897 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 62,651 | 886 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 61,570 | 870 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 60,213 | 851 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 51,300 | 842 | 0.01% | 0.01% | 108 | -57,300 | -52.76% | Q3 2026 | Oct 28, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 44,926 | 827 | 0.18% | 0.14% | 109 | +277 | 0.62% | Q3 2026 | Nov 03, 2026 |
| DENALI ADVISORS LLC | History | No change | 58,455 | 826 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 56,263 | 795 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,882 | 786 | 0.0% | 0.0% | 112 | -1,311 | -2.67% | Q3 2026 | Oct 22, 2026 |
| Jump Financial, LLC | History | No change | 54,000 | 763 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 53,305 | 753 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SummitTX Capital, L.P. | History | No change | 52,831 | 747 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 52,341 | 740 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 50,460 | 713 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 49,004 | 692 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 39,900 | 655 | 0.01% | 0.01% | 119 | -1,900 | -4.55% | Q3 2026 | Oct 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 44,774 | 633 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 43,507 | 615 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 42,905 | 606 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 41,782 | 590 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,500 | 586 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 39,754 | 562 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 38,466 | 543 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 32,782 | 464 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 27,075 | 444 | 0.01% | 0.01% | 128 | +1,236 | 4.78% | Q3 2026 | Oct 13, 2026 |
| Arizona State Retirement System | History | Added to | 26,194 | 430 | 0.0% | 0.0% | 129 | +96 | 0.37% | Q3 2026 | Nov 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 26,801 | 429 | 0.01% | 0.01% | 130 | +135 | 0.51% | Q3 2026 | Oct 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,962 | 423 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 29,802 | 421 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,533 | 417 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Amundi | History | No change | 29,335 | 414 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 24,452 | 401 | 0.01% | 0.01% | 135 | -98 | -0.4% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 24,367 | 400 | 0.0% | 0.0% | 136 | -1,310 | -5.1% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 23,692 | 389 | 0.0% | 0.0% | 137 | -1,700 | -6.7% | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | Reduced | 23,566 | 386 | 0.03% | 0.05% | 138 | -10,227 | -30.26% | Q3 2026 | Oct 28, 2026 |
| BOKF, NA | History | Reduced | 23,296 | 382 | 0.01% | 0.01% | 139 | -5,553 | -19.25% | Q3 2026 | Oct 27, 2026 |
| FOSTER & MOTLEY INC | History | No change | 26,480 | 374 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 26,013 | 367 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,059 | 362 | 0.0% | 0.0% | 142 | -566 | -2.5% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25,546 | 361 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 25,308 | 357 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,122 | 355 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 24,444 | 345 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 20,965 | 344 | 0.0% | 0.0% | 147 | -700 | -3.23% | Q3 2026 | Oct 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 24,248 | 342 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 22,200 | 313 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,133 | 312 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 18,066 | 296 | 0.0% | 0.0% | 151 | -915 | -4.82% | Q3 2026 | Nov 03, 2026 |
| Vinva Investment Management Ltd | History | No change | 14,216 | 294 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 20,300 | 287 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,455 | 275 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JMN Financial LLC | History | No change | 18,855 | 266 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | No change | 15,825 | 259 | 0.05% | 0.04% | 156 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Corient Private Wealth LP | History | No change | 17,745 | 250 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 14,642 | 240 | 0.0% | 0.0% | 158 | -2,080 | -12.44% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 14,141 | 232 | 0.01% | 0.01% | 159 | +300 | 2.17% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,386 | 231 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ares Systematic Credit Ltd | History | No change | 16,005 | 226 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 15,869 | 224 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 15,402 | 217 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,089 | 214 | 0.0% | 0.0% | 164 | -756 | -5.46% | Q3 2026 | Oct 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 12,769 | 209 | 0.01% | — | 165 | +12,769 | New | Q3 2026 | Oct 22, 2026 |
| Hudson Portfolio Management LLC | History | No change | 14,400 | 203 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,343 | 202 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 14,246 | 201 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,963 | 197 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 13,892 | 196 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,965 | 194 | 0.0% | 0.0% | 171 | +2,060 | 5.58% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,700 | 193 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,545 | 191 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 11,487 | 188 | 0.0% | — | 174 | +11,487 | New | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,180 | 186 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,018 | 184 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 10,683 | 175 | 0.0% | 0.0% | 177 | -245 | -2.24% | Q3 2026 | Oct 23, 2026 |
| Blueshift Asset Management, LLC | History | No change | 11,898 | 168 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWC Asset Management LLP | History | New | 10,066 | 165 | 0.01% | — | 179 | +10,066 | New | Q3 2026 | Oct 22, 2026 |
| WINTON GROUP Ltd | History | No change | 11,100 | 156 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,221 | 145 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 9,126 | 129 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,739 | 127 | 0.01% | 0.01% | 183 | +2,214 | 40.07% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,954 | 126 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,454 | 119 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,802 | 95 | 0.0% | 0.0% | 186 | +2,929 | 101.95% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | No change | 5,096 | 83 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,992 | 70 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,699 | 60 | 0.0% | 0.0% | 190 | +3,287 | 797.82% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,713 | 60 | 0.0% | 0.0% | 189 | +2,599 | 233.3% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,231 | 59 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 4,215 | 59 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,497 | 57 | 0.0% | 0.0% | 193 | +1,474 | 72.86% | Q3 2026 | Nov 04, 2026 |
| KBC Group NV | History | Added to | 3,263 | 54 | 0.0% | 0.0% | 194 | +474 | 17.0% | Q3 2026 | Oct 22, 2026 |
| WealthCollab, LLC | History | No change | 3,835 | 54 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,023 | 43 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,727 | 38 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 2,534 | 35 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,727 | 28 | 0.0% | 0.0% | 201 | +1,443 | 508.1% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Added to | 830 | 28 | 0.02% | 0.01% | 200 | +104 | 14.33% | Q3 2026 | Oct 30, 2026 |
| Nykredit A/S | History | No change | 1,982 | 28 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,632 | 26 | 0.0% | 0.0% | 202 | -257 | -13.61% | Q3 2026 | Oct 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,605 | 26 | 0.0% | 0.0% | 203 | +229 | 16.64% | Q3 2026 | Oct 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,383 | 22 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,381 | 20 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 1,123 | 18 | 0.0% | 0.0% | 206 | -4,209 | -78.94% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,239 | 17 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 999 | 16 | 0.0% | 0.0% | 208 | +296 | 42.11% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 838 | 13 | 0.0% | 0.0% | 209 | +191 | 29.52% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 777 | 10 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 524 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 370 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 388 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 358 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 365 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 394 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 297 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Performa Ltd (US), LLC | History | No change | 325 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| True Wealth Design, LLC | History | No change | 287 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | No change | 243 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clark Wealth Partners | History | New | 141 | 2 | 0.0% | — | 226 | +141 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 158 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 126 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 182 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | No change | 170 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 87 | 1 | 0.0% | — | 237 | +87 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 96 | 1 | 0.0% | — | 229 | +41 | 74.55% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 99 | 1 | 0.0% | 0.0% | 230 | +25 | 33.78% | Q3 2026 | Oct 27, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 116 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 132 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 115 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 68 | 1 | 0.0% | — | 234 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Nemes Rush Group LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.18% | — | -450,630 | -100.0% | Q3 2026 | Oct 02, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -24,039 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 20, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 34 | 0 | — | — | — | +15 | 78.95% | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 26, 2026 |
| GODSEY & GIBB, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 14, 2026 |
| Davis Capital Management | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q3 2026 | Oct 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 37 | 0 | — | — | — | -2 | -5.13% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |