SCHOLASTIC CORP - SCHL
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 | Reduced | 2,624,440 | 120,724 | 0.0% | 0.0% | 1 | -779,740 | -22.91% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,731,705 | 79,658 | 0.01% | 0.01% | 2 | -2,596 | -0.15% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 838,952 | 38,591 | 0.02% | 0.02% | 3 | +42,938 | 5.39% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 677,671 | 31,172 | 0.0% | 0.0% | 4 | -189,263 | -21.83% | Q2 2026 | Aug 07, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 672,247 | 30,923 | 0.83% | 0.83% | 5 | -304 | -0.05% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 636,562 | 29,281 | 0.0% | 0.0% | 6 | -212,697 | -25.05% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 588,589 | 27,075 | 0.0% | 0.0% | 7 | +7,926 | 1.36% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 574,612 | 26,436 | 0.0% | 0.0% | 8 | -45,065 | -7.27% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 551,505 | 25,369 | 0.02% | 0.02% | 9 | -22,876 | -3.98% | Q2 2026 | Sep 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 482,704 | 22,204 | 0.0% | 0.0% | 10 | -43,429 | -8.25% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 461,428 | 21,225 | 0.0% | 0.0% | 11 | -114,208 | -19.84% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 409,320 | 18,828 | 0.02% | 0.0% | 12 | +386,621 | 1703.25% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 371,800 | 14,522 | 0.0% | 0.01% | 13 | -590,654 | -61.37% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 304,326 | 13,999 | 0.0% | 0.0% | 14 | -156,919 | -34.02% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 287,479 | 13,224 | 0.0% | 0.01% | 15 | -15,524 | -5.12% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 267,302 | 12,295 | 0.0% | 0.0% | 16 | +122,886 | 85.09% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 253,526 | 11,662 | 0.06% | 0.03% | 17 | +113,747 | 81.38% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 248,201 | 11,417 | 0.0% | 0.0% | 18 | -17,881 | -6.72% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 240,936 | 11,083 | 0.19% | 0.16% | 19 | +35,000 | 17.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 239,153 | 11,001 | 0.0% | 0.0% | 20 | +43,379 | 22.16% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 230,559 | 10,605 | 0.04% | 0.05% | 21 | -102,229 | -30.72% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | New | 227,000 | 10,442 | 0.33% | — | 22 | +227,000 | New | Q2 2026 | Jul 16, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 195,063 | 8,972 | 0.06% | 0.08% | 23 | -96,825 | -33.17% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 180,131 | 8,286 | 0.0% | 0.0% | 24 | -41,930 | -18.88% | Q2 2026 | Aug 13, 2026 |
| TOWLE & CO | History | New | 157,131 | 7,228 | 2.45% | — | 25 | +157,131 | New | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 152,899 | 7,022 | 0.01% | 0.0% | 26 | +108,821 | 246.88% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 148,096 | 6,812 | 0.0% | 0.0% | 27 | -26,443 | -15.15% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 145,163 | 6,677 | 0.0% | 0.0% | 28 | -12,741 | -8.07% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 128,789 | 5,937 | 0.0% | 0.0% | 29 | +1,271 | 1.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 123,181 | 5,666 | 0.0% | 0.0% | 30 | -36,471 | -22.84% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 119,789 | 5,510 | 0.03% | 0.02% | 31 | +53,925 | 81.87% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 116,159 | 5,343 | 0.01% | 0.01% | 32 | +34,302 | 41.9% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 112,516 | 5,176 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 104,935 | 4,827 | 0.0% | 0.0% | 34 | -38,846 | -27.02% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 95,617 | 4,398 | 0.0% | 0.0% | 35 | +25,305 | 35.99% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 95,416 | 4,389 | 0.0% | 0.0% | 36 | -104,541 | -52.28% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 92,324 | 4,246 | 0.0% | 0.0% | 37 | +47,026 | 103.81% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 86,234 | 3,966 | 0.0% | 0.0% | 38 | +72,957 | 549.5% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 80,528 | 3,704 | 0.07% | 0.04% | 39 | +40,449 | 100.92% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 78,316 | 3,602 | 0.0% | 0.0% | 40 | -10,769 | -12.09% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 75,723 | 3,483 | 0.0% | 0.0% | 41 | +13,592 | 21.88% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 67,173 | 3,089 | 0.0% | 0.0% | 42 | +4,301 | 6.84% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 62,443 | 2,872 | 0.06% | — | 43 | +62,443 | New | Q2 2026 | Jul 13, 2026 |
| Tidal Investments LLC | History | Reduced | 62,074 | 2,855 | 0.0% | 0.01% | 44 | -34,375 | -35.64% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 55,911 | 2,571 | 0.02% | — | 45 | +55,911 | New | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 53,396 | 2,456 | 0.0% | 0.0% | 46 | -20,612 | -27.85% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | New | 52,699 | 2,424 | 0.06% | — | 47 | +52,699 | New | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 51,657 | 2,376 | 0.12% | 0.13% | 48 | -8,025 | -13.45% | Q2 2026 | Aug 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 47,698 | 2,194 | 0.0% | 0.0% | 49 | +30,927 | 184.41% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 45,970 | 2,114 | 0.0% | 0.0% | 50 | -139,810 | -75.26% | Q2 2026 | Sep 02, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 45,784 | 2,106 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | New | 45,616 | 2,098 | 0.0% | — | 52 | +45,616 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 44,751 | 2,058 | 0.0% | 0.0% | 53 | +10,836 | 31.95% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 43,573 | 2,004 | 0.02% | 0.02% | 54 | +8,954 | 25.86% | Q2 2026 | Aug 12, 2026 |
| LMR Partners LLP | History | Added to | 40,889 | 1,880 | 0.01% | 0.0% | 55 | +30,889 | 308.89% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 40,469 | 1,861 | 0.0% | 0.01% | 56 | -50,392 | -55.46% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 38,576 | 1,774 | 0.0% | 0.0% | 57 | -15,189 | -28.25% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 38,329 | 1,763 | 0.01% | — | 58 | +38,329 | New | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 37,093 | 1,706 | 0.01% | — | 59 | +37,093 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 35,839 | 1,648 | 0.0% | 0.0% | 60 | -11,039 | -23.55% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 35,286 | 1,623 | 0.01% | 0.01% | 61 | -8,677 | -19.74% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,081 | 1,613 | 0.0% | 0.0% | 62 | +11,895 | 51.3% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 33,759 | 1,552 | 0.0% | 0.0% | 63 | +12,194 | 56.55% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 33,591 | 1,545 | 0.0% | 0.0% | 64 | -7,859 | -18.96% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | New | 30,525 | 1,404 | 0.01% | — | 65 | +30,525 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 30,358 | 1,396 | 0.0% | 0.0% | 66 | +25,677 | 548.54% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 30,133 | 1,386 | 0.01% | — | 67 | +30,133 | New | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 29,847 | 1,372 | 0.01% | 0.01% | 68 | +4,100 | 15.92% | Q2 2026 | Aug 25, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 29,520 | 1,357 | 0.0% | 0.0% | 69 | +15,540 | 111.16% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 28,322 | 1,302 | 0.0% | 0.0% | 70 | -2,092 | -6.88% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 28,243 | 1,299 | 0.06% | 0.02% | 71 | +19,227 | 213.25% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 27,800 | 1,278 | 0.0% | 0.0% | 72 | -12,900 | -31.7% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | New | 26,534 | 1,236 | 0.0% | — | 73 | +26,534 | New | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,960 | 1,194 | 0.0% | 0.0% | 74 | -8,970 | -25.68% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Reduced | 25,713 | 1,182 | 0.0% | 0.0% | 75 | -31,191 | -54.81% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | New | 25,261 | 1,162 | 0.0% | — | 76 | +25,261 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 23,776 | 1,094 | 0.0% | 0.0% | 77 | -2,695 | -10.18% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 22,817 | 1,049 | 0.0% | 0.0% | 78 | -290 | -1.26% | Q2 2026 | Aug 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 22,058 | 1,015 | 0.02% | 0.02% | 79 | -2,369 | -9.7% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | New | 21,090 | 970 | 0.03% | — | 80 | +21,090 | New | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 19,935 | 917 | 0.0% | 0.0% | 81 | -4,410 | -18.11% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,111 | 879 | 0.0% | 0.0% | 82 | -768 | -3.86% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 18,948 | 871 | 0.0% | 0.0% | 83 | -741 | -3.76% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,924 | 870 | 0.0% | 0.0% | 84 | -805 | -4.08% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 18,222 | 838 | 0.01% | 0.01% | 85 | +3,087 | 20.4% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 17,617 | 810 | 0.0% | 0.0% | 86 | -5,569 | -24.02% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 17,300 | 795 | 0.0% | 0.0% | 87 | +2,600 | 17.69% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 16,629 | 764 | 0.0% | — | 88 | +16,629 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 16,525 | 760 | 0.0% | 0.0% | 89 | -6,680 | -28.79% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,526 | 759 | 0.0% | 0.0% | 90 | -5,220 | -24.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 18,935 | 739 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 15,500 | 713 | 0.01% | 0.01% | 92 | -500 | -3.13% | Q2 2026 | Jul 30, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 15,140 | 696 | 0.05% | 0.06% | 93 | -15 | -0.1% | Q2 2026 | Jul 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 15,102 | 694 | 0.01% | 0.01% | 94 | -1,898 | -11.16% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,995 | 689 | 0.0% | 0.0% | 95 | -12,796 | -46.04% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 14,729 | 677 | 0.01% | — | 96 | +14,729 | New | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | Added to | 14,515 | 667 | 0.03% | 0.04% | 97 | +1,274 | 9.62% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 14,383 | 661 | 0.15% | 0.17% | 98 | -75 | -0.52% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | New | 14,326 | 658 | 0.01% | — | 99 | +14,326 | New | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 14,011 | 644 | 0.03% | — | 100 | +14,011 | New | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,667 | 629 | 0.04% | — | 101 | +13,667 | New | Q2 2026 | Aug 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 13,471 | 619 | 0.02% | 0.02% | 102 | +1,300 | 10.68% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,323 | 612 | 0.0% | 0.0% | 103 | -10,351 | -43.72% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,163 | 605 | 0.0% | 0.0% | 104 | +993 | 8.16% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,206 | 601 | 0.0% | 0.0% | 105 | +143 | 1.09% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 12,366 | 568 | 0.0% | 0.0% | 106 | -173 | -1.38% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 11,917 | 548 | 0.01% | 0.01% | 107 | -16,444 | -57.98% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 11,223 | 516 | 0.0% | 0.0% | 108 | +7,154 | 175.82% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 11,114 | 511 | 0.0% | 0.0% | 109 | +4,736 | 74.26% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,779 | 496 | 0.0% | 0.0% | 110 | -4,554 | -29.7% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 10,734 | 493 | 0.0% | — | 111 | +10,734 | New | Q2 2026 | Aug 11, 2026 |
| Bridgefront Capital, LLC | History | New | 10,672 | 490 | 0.13% | — | 112 | +10,672 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,481 | 482 | 0.0% | 0.0% | 113 | +9,917 | 1758.33% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | New | 10,432 | 479 | 0.0% | — | 114 | +10,432 | New | Q2 2026 | Aug 27, 2026 |
| Brooklyn Investment Group | History | No change | 11,739 | 458 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,734 | 447 | 0.01% | 0.01% | 116 | -1,981 | -16.91% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 9,424 | 433 | 0.0% | 0.0% | 117 | -2,997 | -24.13% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 9,372 | 431 | 0.0% | 0.0% | 118 | +1,151 | 14.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,967 | 412 | 0.0% | 0.0% | 119 | -3,031 | -25.26% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 8,700 | 400 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 8,453 | 388 | 0.0% | 0.0% | 121 | +8,264 | 4372.49% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,875 | 362 | 0.0% | — | 122 | +7,875 | New | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | New | 7,750 | 356 | 0.0% | — | 123 | +7,750 | New | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,738 | 355 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 7,592 | 349 | 0.0% | — | 125 | +7,592 | New | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 7,500 | 345 | 0.01% | — | 126 | +7,500 | New | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 7,246 | 333 | 0.02% | — | 127 | +7,246 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,200 | 331 | 0.0% | 0.01% | 128 | -3,000 | -29.41% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,106 | 326 | 0.0% | 0.0% | 129 | +504 | 7.63% | Q2 2026 | Aug 19, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 7,017 | 322 | 0.0% | 0.0% | 130 | -2,766 | -28.27% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 6,949 | 319 | 0.0% | 0.0% | 131 | -3,436 | -33.09% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,928 | 318 | 0.0% | 0.0% | 132 | -443 | -6.01% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 6,787 | 312 | 0.01% | 0.01% | 133 | -323 | -4.54% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,691 | 307 | 0.01% | 0.01% | 134 | -397 | -5.6% | Q2 2026 | Jul 28, 2026 |
| R Squared Ltd | History | New | 6,670 | 306 | 0.16% | — | 135 | +6,670 | New | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 6,623 | 304 | 0.0% | 0.0% | 136 | -2,518 | -27.55% | Q2 2026 | Aug 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,592 | 296 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Summit Global Investments | History | New | 6,269 | 288 | 0.02% | — | 138 | +6,269 | New | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | New | 6,014 | 276 | 0.0% | — | 140 | +6,014 | New | Q2 2026 | Aug 13, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 6,000 | 276 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,808 | 267 | 0.0% | 0.0% | 141 | +16 | 0.28% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,780 | 265 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 5,749 | 264 | 0.0% | — | 143 | +5,749 | New | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | New | 5,749 | 264 | 0.0% | — | 144 | +5,749 | New | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,717 | 262 | 0.0% | 0.0% | 145 | +35 | 0.62% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,583 | 256 | 0.0% | 0.0% | 146 | -299 | -5.08% | Q2 2026 | Jul 27, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,530 | 254 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,393 | 248 | 0.0% | 0.01% | 148 | -6,704 | -55.42% | Q2 2026 | Jul 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 5,393 | 248 | 0.0% | — | 149 | +5,393 | New | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 5,375 | 247 | 0.01% | 0.01% | 150 | -2 | -0.04% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 5,217 | 239 | 0.0% | 0.0% | 151 | -2,300 | -30.6% | Q2 2026 | Jul 29, 2026 |
| iSAM Funds (UK) Ltd | History | New | 5,100 | 234 | 0.17% | — | 153 | +5,100 | New | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 5,093 | 234 | 0.0% | 0.0% | 152 | -900 | -15.02% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,911 | 225 | 0.0% | — | 155 | +4,911 | New | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,900 | 225 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 4,753 | 218 | 0.0% | 0.0% | 156 | -387 | -7.53% | Q2 2026 | Jul 29, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 4,587 | 211 | 0.14% | — | 157 | +4,587 | New | Q2 2026 | Jul 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,514 | 207 | 0.0% | 0.0% | 158 | -1,534 | -25.36% | Q2 2026 | Jul 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,468 | 205 | 0.0% | 0.0% | 159 | -450 | -9.15% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,389 | 201 | 0.0% | — | 161 | +4,389 | New | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,367 | 201 | 0.0% | 0.0% | 160 | -2,143 | -32.92% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | Reduced | 4,139 | 190 | 0.0% | 0.0% | 162 | -1,103 | -21.04% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,813 | 175 | 0.0% | 0.0% | 163 | -1,638 | -30.05% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,707 | 170 | 0.0% | 0.0% | 164 | -1,500 | -28.81% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Added to | 3,688 | 169 | 0.01% | 0.01% | 165 | +82 | 2.27% | Q2 2026 | Jul 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 3,426 | 158 | 0.0% | 0.0% | 166 | -322 | -8.59% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Reduced | 2,498 | 114 | 0.01% | 0.03% | 167 | -3,783 | -60.23% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,376 | 109 | 0.0% | 0.0% | 168 | +1,092 | 85.05% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,472 | 67 | 0.01% | 0.01% | 169 | +5 | 0.34% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,383 | 63 | 0.0% | 0.0% | 170 | -315 | -18.55% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,132 | 52 | 0.0% | 0.0% | 171 | -238 | -17.37% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,146 | 52 | 0.0% | 0.0% | 172 | +1 | 0.09% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,102 | 50 | 0.0% | 0.0% | 173 | +12 | 1.1% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,058 | 48 | 0.0% | 0.0% | 174 | +265 | 33.42% | Q2 2026 | Aug 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 924 | 42 | 0.0% | — | 175 | +924 | New | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 907 | 41 | 0.01% | — | 176 | +907 | New | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 635 | 29 | 0.0% | 0.0% | 177 | +110 | 20.95% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | Added to | 538 | 24 | 0.0% | 0.0% | 178 | +196 | 57.31% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | New | 487 | 22 | 0.0% | — | 180 | +487 | New | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 480 | 22 | 0.0% | 0.0% | 179 | +44 | 10.09% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 415 | 19 | 0.01% | 0.01% | 181 | -308 | -42.6% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 397 | 18 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 374 | 17 | 0.0% | 0.0% | 183 | -10 | -2.6% | Q2 2026 | Jul 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 300 | 13 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 264 | 12 | 0.0% | 0.0% | 186 | -54,692 | -99.52% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 273 | 12 | 0.0% | 0.0% | 185 | +17 | 6.64% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 239 | 11 | 0.01% | — | 188 | +236 | 7866.67% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 241 | 11 | 0.0% | 0.0% | 187 | -173 | -41.79% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 231 | 10 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 218 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Clearstead Advisors, LLC | History | New | 204 | 9 | 0.0% | — | 191 | +204 | New | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 182 | 8 | 0.0% | 0.0% | 192 | +67 | 58.26% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 186 | 8 | 0.0% | 0.0% | 193 | -4 | -2.11% | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | New | 156 | 7 | 0.0% | — | 194 | +156 | New | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 128 | 6 | 0.0% | 0.0% | 195 | -17 | -11.72% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 152 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | New | 108 | 4 | 0.0% | — | 199 | +108 | New | Q2 2026 | Jul 20, 2026 |
| Nykredit A/S | History | New | 94 | 4 | 0.0% | — | 198 | +94 | New | Q2 2026 | Sep 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 97 | 4 | 0.0% | 0.0% | 197 | +1 | 1.04% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 81 | 3 | 0.0% | 0.0% | 201 | -327 | -80.15% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 83 | 3 | 0.0% | — | 203 | +83 | New | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 74 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| WealthCollab, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 26 | 1 | 0.0% | — | 209 | +26 | New | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 22 | 1 | 0.0% | — | 210 | +22 | New | Q2 2026 | Aug 04, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 208 | +12 | 44.44% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 26 | 1 | 0.0% | — | 205 | +3 | 13.04% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 29 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Ananym Capital Management, LP | History | Closed out | 0 | 0 | — | 6.96% | — | -467,203 | -100.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.13% | — | -118,706 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVR Research LP | History | Closed out | 0 | 0 | — | 1.72% | — | -110,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -44,837 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -32,021 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -30,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -29,800 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sagefield Capital LP | History | Closed out | 0 | 0 | — | 0.07% | — | -23,859 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.18% | — | -10,798 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,250 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Yakira Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -9,179 | -100.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,800 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 0.16% | — | -8,761 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,973 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,852 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -5,746 | -100.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,661 | -100.0% | Q2 2026 | Jul 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -5,650 | -100.0% | Q2 2026 | Sep 09, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,393 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,241 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,214 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 15 | 0 | — | 0.0% | — | -631 | -97.68% | Q2 2026 | Jul 27, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -253 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Fulcrum Asset Management LLP | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 18, 2026 |
| Larson Financial Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 10, 2026 |
| Evolution Advisers, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 18 | 0 | — | — | — | -1 | -5.26% | Q2 2026 | Aug 11, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Marquette Asset Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Boreal Capital Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |