COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP - SBS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Impax Asset Management Group plc | History | Added to | 52,324,409 | 302,435 | 1.97% | 1.43% | 1 | +45,582,049 | 676.05% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 29,944,581 | 173,079 | 0.0% | 0.0% | 2 | +23,851,957 | 391.49% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | Added to | 26,095,862 | 150,927 | 0.04% | 0.04% | 3 | +20,847,422 | 397.21% | Q2 2026 | Aug 11, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 20,552,459 | 118,793 | 0.22% | 0.17% | 4 | +17,895,927 | 673.66% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,192,518 | 110,932 | 0.03% | 0.04% | 5 | +15,489,173 | 418.25% | Q2 2026 | Aug 07, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 15,916,320 | 92,473 | 0.17% | 0.15% | 6 | +13,717,333 | 623.8% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 12,283,156 | 70,996 | 0.01% | 0.01% | 7 | +10,224,377 | 496.62% | Q2 2026 | Aug 14, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Added to | 12,114,373 | 70,021 | 1.03% | 1.15% | 8 | +9,765,804 | 415.82% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 12,048,286 | 69,639 | 0.01% | 0.01% | 9 | +10,614,237 | 740.16% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 11,033,555 | 63,773 | 0.06% | 0.08% | 10 | +8,866,226 | 409.09% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 9,856,486 | 56,970 | 0.0% | 0.0% | 11 | +7,977,024 | 424.43% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 9,388,520 | 54,265 | 0.0% | 0.0% | 12 | +7,510,816 | 400.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,521,961 | 49,256 | 0.02% | 0.03% | 13 | +6,795,375 | 393.57% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,855,000 | 45,401 | 0.01% | 0.01% | 14 | +6,273,638 | 396.72% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 7,547,490 | 43,624 | 0.06% | 0.08% | 15 | +5,816,792 | 336.1% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,390,131 | 42,714 | 0.0% | 0.01% | 16 | +5,784,495 | 360.26% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 6,400,937 | 36,997 | 0.35% | 0.46% | 17 | +4,953,752 | 342.3% | Q2 2026 | Aug 13, 2026 |
| Perpetual Ltd | History | Added to | 6,323,632 | 36,550 | 0.52% | 0.59% | 18 | +5,059,322 | 400.16% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | Added to | 6,072,960 | 35,101 | 0.06% | 0.07% | 19 | +4,981,091 | 456.2% | Q2 2026 | Jul 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,123,645 | 34,282 | 0.01% | 0.0% | 20 | +712,128 | 173.05% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 5,711,948 | 33,015 | 0.12% | 0.15% | 21 | +4,481,567 | 364.24% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | Added to | 5,062,447 | 29,274 | 0.01% | 0.01% | 22 | +4,081,113 | 415.87% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 4,680,691 | 27,054 | 0.02% | 0.03% | 23 | +3,728,305 | 391.47% | Q2 2026 | Sep 02, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 4,381,272 | 25,023 | 0.48% | 0.44% | 24 | +3,748,079 | 591.93% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 4,085,378 | 23,613 | 0.01% | 0.02% | 25 | +3,255,102 | 392.05% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,954,675 | 22,859 | 0.02% | 0.02% | 26 | +3,459,563 | 698.74% | Q2 2026 | Jul 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,693,536 | 21,363 | 0.0% | 0.0% | 27 | +2,971,233 | 411.36% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,574,762 | 20,662 | 0.0% | 0.0% | 28 | +3,249,361 | 998.57% | Q2 2026 | Aug 14, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 3,570,566 | 20,637 | 0.48% | — | 29 | +3,570,566 | New | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 3,426,520 | 19,805 | 0.0% | 0.0% | 30 | +2,607,031 | 318.13% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 3,198,020 | 18,484 | 0.01% | 0.02% | 31 | +2,589,161 | 425.25% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,880,797 | 16,651 | 0.29% | 0.26% | 32 | +2,455,582 | 577.49% | Q2 2026 | Jul 30, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 2,861,098 | 16,537 | 0.08% | 0.12% | 33 | +2,147,239 | 300.79% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 2,580,911 | 14,917 | 0.0% | 0.0% | 34 | +2,087,021 | 422.57% | Q2 2026 | Sep 22, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 2,089,749 | 12,071 | 0.01% | 0.01% | 35 | +1,668,021 | 395.52% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,858,252 | 10,718 | 0.02% | 0.02% | 36 | +1,510,658 | 434.6% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,826,580 | 10,557 | 0.0% | 0.0% | 37 | +927,807 | 103.23% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,469,622 | 8,538 | 0.11% | 1.13% | 38 | -1,156,390 | -44.04% | Q2 2026 | Aug 13, 2026 |
| WEXFORD CAPITAL LP | History | New | 1,284,315 | 7,423 | 0.95% | — | 39 | +1,284,315 | New | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,161,712 | 6,714 | 0.01% | 0.0% | 40 | +1,157,246 | 25912.36% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 1,149,745 | 6,646 | 0.02% | 0.02% | 41 | +958,808 | 502.16% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,097,241 | 6,342 | 0.0% | 0.0% | 42 | +204,030 | 22.84% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 985,027 | 5,693 | 0.08% | 0.09% | 43 | +796,772 | 423.24% | Q2 2026 | Jul 08, 2026 |
| Boston Common Asset Management, LLC | History | New | 968,896 | 5,600 | 0.33% | — | 44 | +968,896 | New | Q2 2026 | Jul 21, 2026 |
| Man Group plc | History | Added to | 930,862 | 5,380 | 0.01% | 0.01% | 45 | +756,625 | 434.25% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 912,036 | 5,271 | 0.0% | 0.0% | 46 | +689,914 | 310.6% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 849,506 | 4,910 | 0.01% | 0.01% | 47 | +667,529 | 366.82% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 827,173 | 4,781 | 0.3% | 0.42% | 48 | +667,972 | 419.58% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 789,163 | 4,561 | 0.0% | 0.0% | 49 | +614,618 | 352.13% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 757,003 | 4,375 | 0.0% | 0.0% | 50 | +609,492 | 413.18% | Q2 2026 | Aug 12, 2026 |
| Groupe la Francaise | History | Added to | 750,759 | 4,343 | 0.05% | 0.04% | 51 | +666,437 | 790.35% | Q2 2026 | Aug 25, 2026 |
| Raiffeisen Bank International AG | History | Added to | 650,000 | 3,776 | 0.04% | 0.04% | 52 | +560,000 | 622.22% | Q2 2026 | Aug 03, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 630,635 | 3,645 | 0.12% | 0.14% | 53 | +504,710 | 400.8% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 601,232 | 3,475 | 0.0% | 0.0% | 54 | +341,883 | 131.82% | Q2 2026 | Sep 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 589,300 | 3,406 | 0.01% | 0.01% | 55 | +471,759 | 401.36% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 536,088 | 3,098 | 0.0% | 0.0% | 56 | +431,582 | 412.97% | Q2 2026 | Aug 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 474,410 | 2,742 | 0.13% | 0.13% | 57 | +394,623 | 494.6% | Q2 2026 | Jul 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 448,109 | 2,589 | 0.0% | 0.0% | 58 | +355,780 | 385.34% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 430,538 | 2,488 | 0.0% | 0.0% | 59 | +321,818 | 296.01% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 413,736 | 2,397 | 0.0% | 0.0% | 60 | +348,824 | 537.38% | Q2 2026 | Aug 13, 2026 |
| Formuepleje A/S | History | New | 410,671 | 2,373 | 0.19% | — | 61 | +410,671 | New | Q2 2026 | Aug 27, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 405,763 | 2,345 | 0.02% | 0.02% | 62 | +328,088 | 422.39% | Q2 2026 | Aug 13, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 401,521 | 2,320 | 0.62% | 0.79% | 63 | +322,613 | 408.85% | Q2 2026 | Jul 20, 2026 |
| Vontobel Holding Ltd. | History | Added to | 391,936 | 2,265 | 0.01% | 0.01% | 64 | +314,784 | 408.0% | Q2 2026 | Aug 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 388,382 | 2,244 | 0.01% | 0.02% | 65 | +312,461 | 411.56% | Q2 2026 | Aug 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 383,170 | 2,214 | 0.02% | 0.02% | 66 | +302,727 | 376.32% | Q2 2026 | Aug 11, 2026 |
| NS Partners Ltd | History | Added to | 364,445 | 2,106 | 0.09% | 0.1% | 67 | +287,896 | 376.09% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 354,627 | 2,049 | 0.0% | 0.0% | 68 | +298,875 | 536.08% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 352,700 | 2,038 | 0.0% | 0.0% | 69 | +281,061 | 392.33% | Q2 2026 | Aug 14, 2026 |
| SPX Gestao de Recursos Ltda | History | Added to | 352,413 | 2,036 | 0.23% | 0.45% | 70 | +174,463 | 98.04% | Q2 2026 | Aug 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 351,812 | 2,034 | 0.0% | 0.01% | 71 | +259,824 | 282.45% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 339,956 | 1,964 | 0.0% | 0.0% | 72 | +161,583 | 90.59% | Q2 2026 | Aug 13, 2026 |
| Point Nemo Capital, LLC | History | Added to | 333,298 | 1,926 | 0.98% | 1.24% | 73 | +271,512 | 439.44% | Q2 2026 | Aug 07, 2026 |
| Ativo Capital Management LLC | History | Added to | 327,423 | 1,892 | 1.45% | 1.74% | 74 | +261,931 | 399.94% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 294,659 | 1,703 | 0.0% | 0.01% | 75 | +232,524 | 374.22% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | Added to | 286,971 | 1,658 | 0.0% | 0.0% | 76 | +241,837 | 535.82% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 280,847 | 1,623 | 0.0% | 0.0% | 77 | +241,470 | 613.23% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 279,779 | 1,617 | 0.0% | 0.0% | 78 | +220,934 | 375.45% | Q2 2026 | Aug 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 278,250 | 1,608 | 0.45% | 0.1% | 79 | +229,618 | 472.15% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 276,663 | 1,599 | 0.0% | 0.0% | 80 | +214,998 | 348.65% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Added to | 270,437 | 1,563 | 0.0% | 0.0% | 81 | +220,066 | 436.89% | Q2 2026 | Aug 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 269,173 | 1,555 | 0.0% | 0.0% | 82 | +179,808 | 201.21% | Q2 2026 | Jul 21, 2026 |
| CenterBook Partners LP | History | Added to | 261,418 | 1,510 | 0.07% | 0.12% | 83 | +185,629 | 244.93% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 246,533 | 1,424 | 0.0% | 0.0% | 84 | -2,332 | -0.94% | Q2 2026 | Sep 23, 2026 |
| Nuveen, LLC | History | New | 243,691 | 1,408 | 0.0% | — | 85 | +243,691 | New | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 243,164 | 1,405 | 0.01% | 0.01% | 86 | +205,980 | 553.95% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | Added to | 216,205 | 1,249 | 0.0% | 0.0% | 87 | +187,443 | 651.7% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 208,317 | 1,204 | 0.01% | 0.01% | 88 | +166,171 | 394.27% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 204,967 | 1,184 | 0.0% | 0.0% | 89 | +158,682 | 342.84% | Q2 2026 | Aug 04, 2026 |
| Metis Global Partners, LLC | History | Added to | 200,369 | 1,158 | 0.03% | 0.03% | 90 | +165,078 | 467.76% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 199,798 | 1,154 | 0.0% | 0.0% | 91 | +167,757 | 523.57% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 37,506 | 1,144 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Added to | 195,227 | 1,128 | 0.01% | 0.01% | 93 | +155,613 | 392.82% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 193,024 | 1,115 | 0.0% | 0.0% | 94 | +153,015 | 382.45% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 192,367 | 1,111 | 0.0% | — | 95 | +192,367 | New | Q2 2026 | Sep 08, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 188,808 | 1,080 | 0.0% | 0.0% | 96 | +143,629 | 317.91% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 185,368 | 1,071 | 0.0% | 0.0% | 97 | +152,331 | 461.09% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 174,844 | 1,010 | 0.0% | 0.0% | 98 | +138,283 | 378.23% | Q2 2026 | Aug 27, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 173,556 | 1,003 | 0.0% | 0.01% | 99 | -33,608 | -16.22% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 157,034 | 907 | 0.02% | 0.02% | 100 | +124,903 | 388.73% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 155,650 | 899 | 0.01% | 0.0% | 101 | +148,070 | 1953.43% | Q2 2026 | Aug 14, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 151,610 | 876 | 0.09% | — | 102 | +151,610 | New | Q2 2026 | Aug 25, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 150,544 | 870 | 0.01% | 0.01% | 103 | +123,642 | 459.6% | Q2 2026 | Jul 16, 2026 |
| RWC Asset Management LLP | History | Added to | 148,380 | 857 | 0.03% | 0.04% | 104 | +118,211 | 391.83% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 147,937 | 855 | 0.01% | 0.01% | 105 | +118,616 | 404.54% | Q2 2026 | Aug 14, 2026 |
| VPR Management LLC | History | Added to | 147,885 | 854 | 0.34% | 0.36% | 106 | +118,334 | 400.44% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 144,915 | 837 | 0.0% | 0.0% | 107 | +77,327 | 114.41% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 143,315 | 828 | 0.0% | 0.0% | 108 | +113,657 | 383.23% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 134,407 | 776 | 0.0% | 0.0% | 109 | +107,569 | 400.81% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 134,230 | 776 | 0.0% | 0.0% | 110 | +106,262 | 379.94% | Q2 2026 | Jul 27, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 131,373 | 759 | 0.02% | 0.04% | 111 | +99,771 | 315.71% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 131,091 | 757 | 0.0% | 0.0% | 112 | +105,067 | 403.73% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 130,500 | 754 | 0.0% | 0.0% | 113 | +104,211 | 396.41% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 124,851 | 721 | 0.0% | 0.0% | 114 | +101,899 | 443.97% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 121,708 | 703 | 0.0% | 0.0% | 115 | +76,953 | 171.94% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 121,663 | 702 | 0.0% | 0.0% | 116 | +101,028 | 489.6% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 120,127 | 694 | 0.01% | 0.01% | 117 | +91,582 | 320.83% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 119,385 | 690 | 0.0% | — | 118 | +119,385 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 117,107 | 676 | 0.0% | 0.0% | 119 | +94,764 | 424.13% | Q2 2026 | Aug 07, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 116,701 | 674 | 0.38% | 0.44% | 120 | +93,847 | 410.64% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 116,119 | 671 | 0.01% | 0.02% | 121 | +87,276 | 302.59% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 115,351 | 667 | 0.0% | 0.0% | 122 | +98,325 | 577.5% | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 115,151 | 665 | 0.01% | 0.01% | 123 | +92,798 | 415.15% | Q2 2026 | Sep 23, 2026 |
| Intesa Sanpaolo S.p.A. | History | Added to | 110,000 | 635 | 0.02% | 0.02% | 124 | +100,996 | 1121.68% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | Added to | 108,248 | 625 | 0.0% | 0.0% | 125 | +86,784 | 404.32% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 106,831 | 617 | 0.0% | — | 126 | +106,831 | New | Q2 2026 | Jul 22, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 106,105 | 613 | 0.14% | 0.17% | 127 | +84,912 | 400.66% | Q2 2026 | Jul 31, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 98,299 | 568 | 0.14% | 0.16% | 128 | +78,960 | 408.29% | Q2 2026 | Aug 10, 2026 |
| NKCFO LLC | History | Added to | 97,915 | 566 | 0.17% | 0.18% | 129 | +78,353 | 400.54% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 97,462 | 563 | 0.0% | 0.0% | 130 | +77,289 | 383.13% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 96,928 | 560 | 0.0% | 0.0% | 131 | +56,891 | 142.1% | Q2 2026 | Aug 06, 2026 |
| Kapitalo Investimentos Ltda | History | Reduced | 96,668 | 558 | 0.04% | 0.97% | 132 | -71,735 | -42.6% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | No change | 18,149 | 553 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 95,340 | 551 | 0.01% | 0.01% | 134 | +76,301 | 400.76% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Added to | 93,497 | 540 | 0.01% | 0.01% | 135 | +73,831 | 375.42% | Q2 2026 | Jul 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 91,789 | 533 | 0.0% | 0.0% | 136 | +83,573 | 1017.2% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 91,338 | 527 | 0.0% | 0.0% | 137 | +72,822 | 393.29% | Q2 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | New | 89,447 | 517 | 0.0% | — | 138 | +89,447 | New | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 88,271 | 510 | 0.01% | 0.01% | 139 | +70,456 | 395.49% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 83,831 | 484 | 0.0% | 0.01% | 140 | +2,035 | 2.49% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Added to | 79,836 | 461 | 0.01% | 0.02% | 141 | +63,450 | 387.22% | Q2 2026 | Aug 04, 2026 |
| Bridgefront Capital, LLC | History | Added to | 67,636 | 390 | 0.1% | 0.06% | 142 | +60,323 | 824.87% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 66,928 | 386 | 0.0% | 0.0% | 143 | +51,767 | 341.45% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 65,662 | 380 | 0.0% | — | 144 | +65,662 | New | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 61,903 | 357 | 0.02% | 0.03% | 145 | +48,855 | 374.43% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | Added to | 61,710 | 356 | 0.01% | 0.01% | 146 | +49,313 | 397.78% | Q2 2026 | Jul 17, 2026 |
| ELCO Management Co., LLC | History | Added to | 55,708 | 321 | 0.14% | 0.13% | 147 | +46,801 | 525.44% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | Added to | 55,289 | 319 | 0.0% | 0.0% | 148 | +44,775 | 425.86% | Q2 2026 | Jul 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 55,170 | 318 | 0.0% | 0.0% | 149 | +44,135 | 399.95% | Q2 2026 | Aug 03, 2026 |
| LGT Group Foundation | History | Added to | 54,600 | 315 | 0.0% | 0.0% | 150 | +41,905 | 330.09% | Q2 2026 | Aug 10, 2026 |
| BLI - Banque de Luxembourg Investments | History | New | 53,000 | 308 | 0.01% | — | 151 | +53,000 | New | Q2 2026 | Aug 10, 2026 |
| Mattson Financial Services, LLC | History | Added to | 52,979 | 306 | 0.06% | 0.08% | 152 | +42,454 | 403.36% | Q2 2026 | Aug 04, 2026 |
| Ethic Inc. | History | Added to | 52,359 | 302 | 0.0% | 0.0% | 153 | +42,935 | 455.59% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 52,020 | 300 | 0.0% | 0.0% | 154 | +41,945 | 416.33% | Q2 2026 | Jul 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 57,283 | 298 | 0.0% | — | 156 | +57,283 | New | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 51,600 | 298 | 0.01% | 0.01% | 155 | +40,699 | 373.35% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 50,226 | 290 | 0.0% | — | 157 | +50,226 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 50,052 | 289 | 0.0% | 0.0% | 158 | +39,844 | 390.32% | Q2 2026 | Aug 19, 2026 |
| Brown Financial Advisors | History | Added to | 48,653 | 281 | 0.1% | 0.11% | 159 | +38,754 | 391.49% | Q2 2026 | Aug 26, 2026 |
| Caprock Group, LLC | History | Added to | 46,402 | 268 | 0.01% | 0.01% | 160 | +36,869 | 386.75% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 46,259 | 265 | 0.0% | — | 161 | +46,259 | New | Q2 2026 | Aug 13, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 44,921 | 259 | 0.19% | 0.24% | 163 | +35,794 | 392.18% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | Added to | 8,489 | 259 | 0.0% | 0.0% | 162 | +4 | 0.05% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 44,324 | 256 | 0.02% | 0.02% | 164 | +35,345 | 393.64% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,922 | 253 | 0.0% | 0.0% | 165 | +35,849 | 444.06% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 43,181 | 249 | 0.05% | 0.05% | 166 | +34,456 | 394.91% | Q2 2026 | Aug 04, 2026 |
| PCM Encore, LLC | History | Added to | 43,072 | 248 | 0.04% | 0.06% | 167 | +34,137 | 382.06% | Q2 2026 | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 42,625 | 247 | 0.0% | 0.0% | 169 | +33,578 | 371.15% | Q2 2026 | Jul 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 42,771 | 247 | 0.0% | 0.0% | 168 | +31,176 | 268.87% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 41,607 | 240 | 0.01% | 0.01% | 170 | +35,057 | 535.22% | Q2 2026 | Jul 28, 2026 |
| PDS Planning, Inc | History | Added to | 41,306 | 238 | 0.01% | 0.02% | 171 | +33,458 | 426.33% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,847 | 237 | 0.0% | 0.0% | 172 | -84,487 | -67.41% | Q2 2026 | Aug 12, 2026 |
| DGS Capital Management, LLC | History | No change | 7,783 | 237 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 40,905 | 236 | 0.01% | 0.01% | 174 | +33,430 | 447.22% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 37,051 | 214 | 0.0% | 0.0% | 175 | +29,682 | 402.8% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 36,597 | 211 | 0.01% | 0.02% | 176 | +29,616 | 424.24% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 35,533 | 205 | 0.0% | — | 177 | +35,533 | New | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | Added to | 34,640 | 200 | 0.0% | 0.0% | 178 | +26,563 | 328.87% | Q2 2026 | Aug 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 33,380 | 192 | 0.0% | — | 179 | +33,380 | New | Q2 2026 | Jul 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 32,902 | 190 | 0.01% | — | 180 | +32,902 | New | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 32,550 | 188 | 0.0% | 0.0% | 181 | +26,049 | 400.69% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 32,404 | 187 | 0.0% | 0.0% | 182 | +24,737 | 322.64% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | New | 32,115 | 185 | 0.0% | — | 183 | +32,115 | New | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,791 | 183 | 0.0% | 0.0% | 184 | +25,267 | 387.29% | Q2 2026 | Jul 17, 2026 |
| Axxion S.A. | History | New | 30,000 | 173 | 0.01% | — | 185 | +30,000 | New | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 29,011 | 167 | 0.0% | 0.0% | 186 | +21,562 | 289.46% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 5,429 | 165 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 28,331 | 163 | 0.0% | 0.0% | 188 | +21,732 | 329.32% | Q2 2026 | Sep 08, 2026 |
| GLENMEDE TRUST CO NA | History | New | 27,379 | 158 | 0.0% | — | 189 | +27,379 | New | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Added to | 27,143 | 156 | 0.0% | 0.0% | 190 | +21,858 | 413.59% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 26,893 | 155 | 0.0% | 0.0% | 191 | +17,044 | 173.05% | Q2 2026 | Aug 11, 2026 |
| Candriam S.C.A. | History | New | 25,520 | 147 | 0.0% | — | 192 | +25,520 | New | Q2 2026 | Aug 13, 2026 |
| CoreCommodity Management, LLC | History | New | 25,390 | 146 | 0.03% | — | 193 | +25,390 | New | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 24,955 | 144 | 0.03% | 0.03% | 195 | +19,969 | 400.5% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 24,980 | 144 | 0.0% | 0.0% | 194 | +15,337 | 159.05% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | New | 24,723 | 142 | 0.0% | — | 196 | +24,723 | New | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 23,561 | 136 | 0.0% | 0.0% | 197 | -93,735 | -79.91% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 23,200 | 134 | 0.0% | 0.0% | 198 | +4,098 | 21.45% | Q2 2026 | Jul 30, 2026 |
| Paladin Wealth, LLC | History | New | 23,025 | 133 | 0.08% | — | 199 | +23,025 | New | Q2 2026 | Jul 09, 2026 |
| Argos Wealth Advisors, LLC | History | New | 23,010 | 132 | 0.03% | — | 200 | +23,010 | New | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 21,933 | 126 | 0.0% | — | 201 | +21,933 | New | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 21,816 | 126 | 0.0% | — | 202 | +21,816 | New | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | New | 21,682 | 125 | 0.0% | — | 203 | +21,682 | New | Q2 2026 | Aug 10, 2026 |
| RiverFront Investment Group, LLC | History | New | 20,620 | 119 | 0.0% | — | 204 | +20,620 | New | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 20,495 | 118 | 0.0% | — | 205 | +20,495 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,261 | 117 | 0.0% | 0.0% | 206 | -75,900 | -78.93% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 20,393 | 117 | 0.0% | — | 207 | +20,393 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 19,882 | 114 | 0.0% | — | 208 | +19,882 | New | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | New | 19,169 | 110 | 0.0% | — | 209 | +19,169 | New | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | New | 18,854 | 108 | 0.02% | — | 210 | +18,854 | New | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,573 | 107 | 0.0% | 0.0% | 211 | -39,264 | -67.89% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 18,610 | 107 | 0.0% | — | 212 | +18,610 | New | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 18,530 | 107 | 0.01% | — | 213 | +18,530 | New | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 17,764 | 107 | 0.0% | — | 214 | +17,764 | New | Q2 2026 | Jul 15, 2026 |
| Frec Markets, Inc. | History | New | 18,260 | 105 | 0.01% | — | 215 | +18,260 | New | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | New | 18,135 | 104 | 0.02% | — | 217 | +18,135 | New | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 18,104 | 104 | 0.01% | 0.01% | 216 | +14,484 | 400.11% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 17,896 | 103 | 0.0% | 0.0% | 218 | +14,146 | 377.23% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | New | 17,660 | 102 | 0.0% | — | 219 | +17,660 | New | Q2 2026 | Aug 04, 2026 |
| Inspire Investing, LLC | History | Added to | 17,646 | 101 | 0.0% | 0.01% | 220 | +13,713 | 348.67% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | New | 16,712 | 96 | 0.0% | — | 221 | +16,712 | New | Q2 2026 | Aug 06, 2026 |
| Empirical Asset Management, LLC | History | New | 16,182 | 93 | 0.02% | — | 223 | +16,182 | New | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 16,148 | 93 | 0.0% | — | 222 | +16,148 | New | Q2 2026 | Sep 09, 2026 |
| Pictet North America Advisors SA | History | New | 15,730 | 90 | 0.01% | — | 225 | +15,730 | New | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 15,721 | 90 | 0.01% | 0.0% | 224 | +15,680 | 38243.9% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | New | 15,622 | 90 | 0.0% | — | 226 | +15,622 | New | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | New | 15,552 | 89 | 0.0% | — | 228 | +15,552 | New | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | New | 15,548 | 89 | 0.0% | — | 227 | +15,548 | New | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 14,934 | 86 | 0.0% | — | 229 | +14,934 | New | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 14,764 | 85 | 0.03% | — | 231 | +14,764 | New | Q2 2026 | Aug 04, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 14,745 | 85 | 0.01% | — | 230 | +14,745 | New | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 14,573 | 84 | 0.01% | — | 232 | +14,573 | New | Q2 2026 | Aug 14, 2026 |
| Center For Asset Management LLC | History | New | 14,538 | 84 | 0.04% | — | 233 | +14,538 | New | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | Reduced | 14,325 | 82 | 0.01% | 0.18% | 234 | -18,500 | -56.36% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | New | 14,348 | 82 | 0.0% | — | 236 | +14,348 | New | Q2 2026 | Aug 12, 2026 |
| MEYER HANDELMAN CO | History | New | 14,235 | 82 | 0.0% | — | 235 | +14,235 | New | Q2 2026 | Aug 03, 2026 |
| Canopy Partners, LLC | History | New | 14,047 | 81 | 0.02% | — | 237 | +14,047 | New | Q2 2026 | Jul 22, 2026 |
| SELDON CAPITAL LP | History | New | 14,010 | 80 | 0.03% | — | 238 | +14,010 | New | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 13,670 | 79 | 0.0% | — | 239 | +13,670 | New | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,607 | 78 | 0.0% | — | 240 | +13,607 | New | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | New | 12,871 | 74 | 0.0% | — | 241 | +12,871 | New | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,744 | 73 | 0.0% | 0.0% | 242 | +9,995 | 363.59% | Q2 2026 | Aug 05, 2026 |
| Plan A Wealth LLC | History | New | 11,732 | 67 | 0.03% | — | 245 | +11,732 | New | Q2 2026 | Jul 14, 2026 |
| Rehmann Capital Advisory Group | History | New | 11,669 | 67 | 0.0% | — | 243 | +11,669 | New | Q2 2026 | Aug 20, 2026 |
| Gateway Wealth Partners, LLC | History | New | 11,628 | 67 | 0.0% | — | 244 | +11,628 | New | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 11,319 | 65 | 0.01% | 0.01% | 246 | +9,127 | 416.38% | Q2 2026 | Aug 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 11,110 | 64 | 0.0% | — | 247 | +11,110 | New | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,503 | 60 | 0.0% | — | 248 | +10,503 | New | Q2 2026 | Jul 07, 2026 |
| Pingora Partners LLC | History | Added to | 10,300 | 59 | 0.03% | 0.04% | 249 | +8,243 | 400.73% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 10,031 | 57 | 0.0% | — | 250 | +10,031 | New | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,765 | 56 | 0.0% | 0.0% | 251 | +7,764 | 388.01% | Q2 2026 | Jul 22, 2026 |
| Elequin Capital, LP | History | New | 9,668 | 55 | 0.0% | — | 252 | +9,668 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,400 | 48 | 0.0% | 0.0% | 253 | -13,300 | -61.29% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 8,341 | 48 | 0.0% | 0.0% | 254 | +6,769 | 430.6% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,102 | 46 | 0.0% | 0.0% | 255 | +7,004 | 637.89% | Q2 2026 | Aug 14, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 7,862 | 45 | 0.01% | 0.0% | 256 | +6,006 | 323.6% | Q2 2026 | Jul 31, 2026 |
| WealthCollab, LLC | History | Added to | 7,310 | 42 | 0.02% | 0.02% | 257 | +5,847 | 399.66% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 7,135 | 41 | 0.0% | 0.0% | 258 | +5,708 | 400.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 5,975 | 34 | 0.0% | 0.0% | 259 | +4,624 | 342.26% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,670 | 32 | 0.0% | 0.0% | 260 | +4,536 | 400.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | Added to | 5,570 | 32 | 0.01% | 0.01% | 261 | +4,456 | 400.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,268 | 24 | 0.0% | 0.0% | 263 | +3,281 | 332.42% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,287 | 24 | 0.0% | 0.0% | 262 | +2,806 | 189.47% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,427 | 19 | 0.0% | 0.0% | 264 | +606 | 21.48% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,450 | 14 | 0.0% | — | 266 | +2,450 | New | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2,570 | 14 | 0.0% | 0.0% | 265 | +2,056 | 400.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | New | 2,410 | 13 | 0.0% | — | 268 | +2,410 | New | Q2 2026 | Aug 06, 2026 |
| Rialto Wealth Management, LLC | History | New | 2,310 | 13 | 0.0% | — | 269 | +2,310 | New | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | Added to | 2,332 | 13 | 0.0% | 0.0% | 267 | +1,219 | 109.52% | Q2 2026 | Aug 11, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,195 | 12 | 0.0% | 0.0% | 270 | +1,756 | 400.0% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,203 | 12 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,840 | 10 | 0.0% | — | 272 | +1,840 | New | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,762 | 10 | 0.0% | — | 273 | +1,762 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,509 | 8 | 0.0% | 0.0% | 274 | +1,141 | 310.05% | Q2 2026 | Aug 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 1,355 | 7 | 0.0% | 0.0% | 277 | +1,084 | 400.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,310 | 7 | 0.0% | 0.0% | 276 | +1,048 | 400.0% | Q2 2026 | Jul 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,220 | 7 | 0.0% | 0.0% | 275 | +962 | 372.87% | Q2 2026 | Jul 28, 2026 |
| Costello Asset Management, INC | History | New | 1,000 | 5 | 0.0% | — | 279 | +1,000 | New | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | New | 895 | 5 | 0.0% | — | 280 | +895 | New | Q2 2026 | Aug 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,035 | 5 | 0.0% | 0.0% | 278 | +835 | 417.5% | Q2 2026 | Aug 10, 2026 |
| Ninepoint Partners LP | History | Added to | 820 | 4 | 0.0% | 0.0% | 283 | +639 | 353.04% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 765 | 4 | 0.0% | 0.0% | 282 | +612 | 400.0% | Q2 2026 | Jul 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 735 | 4 | 0.0% | 0.0% | 284 | +588 | 400.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 725 | 4 | 0.0% | 0.0% | 281 | +580 | 400.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 608 | 3 | 0.0% | — | 286 | +608 | New | Q2 2026 | Jul 23, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 600 | 3 | 0.0% | 0.0% | 285 | -500 | -45.45% | Q2 2026 | Aug 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 496 | 2 | 0.0% | — | 291 | +496 | New | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 435 | 2 | 0.0% | 0.0% | 287 | +374 | 613.11% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | Added to | 400 | 2 | 0.0% | 0.0% | 288 | +320 | 400.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 387 | 2 | 0.0% | 0.0% | 289 | +288 | 290.91% | Q2 2026 | Jul 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 350 | 2 | 0.0% | 0.0% | 290 | +280 | 400.0% | Q2 2026 | Jul 15, 2026 |
| SHP Wealth Management | History | Added to | 317 | 1 | 0.0% | — | 294 | +286 | 922.58% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 280 | 1 | 0.0% | — | 295 | +280 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 285 | 1 | 0.0% | 0.0% | 292 | +228 | 400.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 205 | 1 | 0.0% | 0.0% | 293 | +164 | 400.0% | Q2 2026 | Sep 04, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Closed out | 0 | 0 | — | 0.09% | — | -216,814 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -145,287 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -143,712 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.03% | — | -133,493 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Qtron Investments LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -44,280 | -100.0% | Q2 2026 | Aug 13, 2026 |