SMITHFIELD FOODS INC - SFD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LSV ASSET MANAGEMENT | History | No change | 7,114,029 | 172,586 | 0.31% | 0.31% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,238,865 | 102,834 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,112,981 | 99,780 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,906,527 | 70,512 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,053,778 | 57,169 | 0.01% | 0.01% | 5 | +1,364,582 | 80.78% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,277,419 | 55,250 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,366,224 | 33,144 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,243,534 | 30,168 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,173,238 | 28,462 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Sail Capital LP | History | No change | 1,067,579 | 25,899 | 3.92% | 3.92% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,042,592 | 25,293 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 926,610 | 22,479 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 836,446 | 20,292 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 820,351 | 19,902 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 818,432 | 19,855 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 805,391 | 19,538 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 765,353 | 18,567 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 733,300 | 17,789 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 815,930 | 15,274 | 0.0% | 0.0% | 19 | +138,089 | 20.37% | Q3 2026 | Nov 05, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 608,400 | 14,759 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 587,971 | 14,264 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 580,576 | 14,084 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 565,023 | 13,707 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 565,023 | 13,707 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 558,206 | 13,542 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 500,480 | 12,574 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 502,277 | 12,185 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ING GROEP NV | History | No change | 467,000 | 11,329 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 439,312 | 10,657 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 568,948 | 10,650 | 0.01% | 0.02% | 30 | -213,200 | -27.26% | Q3 2026 | Oct 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 419,742 | 10,182 | 0.47% | 0.47% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 364,207 | 8,835 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 363,372 | 8,815 | 0.21% | 0.21% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 351,055 | 8,516 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 350,568 | 8,504 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SELDON CAPITAL LP | History | No change | 338,889 | 8,221 | 2.57% | 2.57% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 417,370 | 7,843 | 0.04% | 0.05% | 37 | -3,195 | -0.76% | Q3 2026 | Oct 14, 2026 |
| NORGES BANK | History | No change | 299,202 | 7,258 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 290,884 | 7,056 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 285,104 | 6,916 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Core Capital Management & Research, inc. | History | No change | 299,005 | 6,655 | 3.5% | 3.5% | 41 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Invesco Ltd. | History | No change | 274,299 | 6,654 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 269,000 | 6,525 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&G Plc | History | Added to | 338,213 | 6,426 | 0.03% | 0.04% | 44 | +25,754 | 8.24% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 253,490 | 6,149 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 232,269 | 5,634 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 223,501 | 5,422 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 223,165 | 5,413 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 290,341 | 5,394 | 0.01% | 0.01% | 49 | +31,985 | 12.38% | Q3 2026 | Nov 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 218,089 | 5,290 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 185,605 | 5,191 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 194,401 | 4,716 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 175,912 | 4,267 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 174,582 | 4,235 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 173,269 | 4,203 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 157,519 | 3,821 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Game Creek Capital, LP | History | No change | 153,000 | 3,711 | 1.31% | 1.31% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 151,095 | 3,665 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 150,556 | 3,652 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 150,517 | 3,651 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 146,444 | 3,552 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 124,982 | 3,032 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 158,188 | 2,961 | 0.21% | — | 63 | +158,188 | New | Q3 2026 | Nov 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 114,780 | 2,784 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Royal Palms Capital LLC | History | Reduced | 146,861 | 2,749 | 2.44% | 3.36% | 65 | -10,787 | -6.84% | Q3 2026 | Oct 23, 2026 |
| Squarepoint Ops LLC | History | No change | 112,413 | 2,727 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 138,999 | 2,602 | 0.06% | 0.04% | 67 | +59,716 | 75.32% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 105,076 | 2,549 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 104,690 | 2,539 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 125,256 | 2,344 | 0.02% | 0.03% | 70 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 95,483 | 2,316 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 116,198 | 2,175 | 0.04% | 0.07% | 72 | -33,159 | -22.2% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 89,347 | 2,167 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 88,900 | 2,156 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 85,542 | 2,075 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 85,000 | 2,062 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 83,259 | 2,019 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 82,000 | 1,989 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 106,076 | 1,985 | 0.01% | 0.0% | 79 | +83,558 | 371.07% | Q3 2026 | Nov 02, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 79,639 | 1,932 | 0.33% | 0.33% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 79,527 | 1,929 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 76,888 | 1,865 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 74,819 | 1,815 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 73,102 | 1,773 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | No change | 69,820 | 1,693 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 84,539 | 1,582 | 0.0% | — | 86 | +84,539 | New | Q3 2026 | Nov 05, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 63,768 | 1,547 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 57,188 | 1,387 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 55,815 | 1,354 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,475 | 1,321 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 69,900 | 1,308 | 0.04% | 0.05% | 91 | +7,319 | 11.7% | Q3 2026 | Oct 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 52,925 | 1,284 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 52,400 | 1,271 | 0.23% | 0.23% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 50,490 | 1,224 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 49,281 | 1,195 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 58,501 | 1,095 | 0.0% | 0.0% | 96 | -48,972 | -45.57% | Q3 2026 | Nov 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 44,495 | 1,079 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 43,697 | 1,060 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 42,190 | 1,023 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 41,868 | 1,015 | 0.25% | 0.25% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,573 | 1,008 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 41,546 | 1,007 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | New | 52,747 | 995 | 0.02% | — | 103 | +52,747 | New | Q3 2026 | Oct 09, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,807 | 989 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 40,082 | 972 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ghisallo Capital Management LLC | History | No change | 40,000 | 970 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 38,545 | 935 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 37,609 | 912 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 35,668 | 865 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 35,091 | 851 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | No change | 35,086 | 851 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 32,958 | 799 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 32,677 | 792 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 32,152 | 779 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 30,650 | 743 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 30,566 | 741 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 30,548 | 741 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 29,399 | 713 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 37,319 | 698 | 0.01% | 0.01% | 119 | +5,419 | 16.99% | Q3 2026 | Nov 03, 2026 |
| Leo Wealth, LLC | History | New | 36,806 | 689 | 0.15% | — | 120 | +36,806 | New | Q3 2026 | Oct 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 27,813 | 674 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 27,528 | 667 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Live Oak Investment Partners | History | Reduced | 35,535 | 665 | 0.36% | 0.46% | 123 | -1 | -0.0% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,889 | 653 | 0.0% | 0.0% | 124 | -3,900 | -10.05% | Q3 2026 | Nov 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 26,676 | 647 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Wagner Wealth Management, LLC | History | New | 34,002 | 636 | 0.11% | — | 126 | +34,002 | New | Q3 2026 | Oct 21, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 26,051 | 631 | 0.33% | 0.33% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 32,753 | 605 | 0.01% | 0.01% | 128 | +18,427 | 128.63% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 32,753 | 605 | 0.01% | 0.01% | 129 | +18,427 | 128.63% | Q3 2026 | Oct 20, 2026 |
| CSS LLC/IL | History | No change | 23,650 | 573 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 22,904 | 555 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,859 | 554 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 22,688 | 551 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,644 | 549 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,516 | 546 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 22,221 | 539 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,217 | 538 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 22,094 | 535 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 21,104 | 511 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DENALI ADVISORS LLC | History | No change | 20,941 | 508 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 20,600 | 499 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 20,508 | 497 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,374 | 494 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 19,934 | 484 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Treasurer of the State of North Carolina | History | No change | 19,590 | 475 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,505 | 448 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,400 | 446 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | New | 23,450 | 438 | 0.16% | — | 148 | +23,450 | New | Q3 2026 | Oct 20, 2026 |
| Inspire Investing, LLC | History | Reduced | 23,207 | 434 | 0.02% | 0.11% | 149 | -86,663 | -78.88% | Q3 2026 | Oct 22, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 17,065 | 413 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 16,826 | 408 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,667 | 404 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 16,524 | 400 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 16,503 | 400 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parvin Asset Management, LLC | History | No change | 16,375 | 397 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,083 | 390 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,376 | 381 | 0.0% | 0.0% | 157 | +20,005 | 5392.18% | Q3 2026 | Oct 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 19,884 | 372 | 0.0% | 0.01% | 159 | +154 | 0.78% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15,345 | 372 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,813 | 359 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 14,752 | 356 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 14,633 | 354 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Manage LLC | History | No change | 13,725 | 332 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 13,594 | 329 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 13,532 | 328 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Renaissance Capital LLC | History | Reduced | 17,363 | 325 | 0.22% | 0.31% | 166 | -6,098 | -25.99% | Q3 2026 | Oct 23, 2026 |
| AdvisorShares Investments LLC | History | No change | 13,300 | 322 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 16,811 | 316 | 0.0% | — | 168 | +16,811 | New | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Reduced | 16,862 | 315 | 0.0% | 0.0% | 169 | -36,894 | -68.63% | Q3 2026 | Nov 02, 2026 |
| Magnetar Financial LLC | History | No change | 12,775 | 309 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,361 | 299 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 15,937 | 298 | 0.0% | 0.0% | 172 | +11,787 | 284.02% | Q3 2026 | Oct 22, 2026 |
| Tannin Capital LLC | History | New | 15,670 | 293 | 0.22% | — | 173 | +15,670 | New | Q3 2026 | Nov 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 11,477 | 278 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,237 | 273 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 11,046 | 267 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,973 | 263 | 0.0% | 0.0% | 177 | -12,257 | -46.73% | Q3 2026 | Oct 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 14,043 | 261 | 0.0% | — | 178 | +14,043 | New | Q3 2026 | Oct 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,400 | 252 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 10,370 | 251 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 9,440 | 229 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 9,359 | 227 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 12,157 | 227 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,875 | 222 | 0.01% | 0.01% | 184 | +472 | 4.14% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Added to | 11,836 | 221 | 0.0% | 0.0% | 185 | +8,021 | 210.25% | Q3 2026 | Oct 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,741 | 212 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kendall Capital Management | History | Reduced | 11,080 | 207 | 0.03% | 0.05% | 187 | -1,085 | -8.92% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 9,804 | 183 | 0.0% | 0.0% | 188 | +8,229 | 522.48% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Reduced | 8,829 | 165 | 0.01% | 0.03% | 189 | -3,950 | -30.91% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,545 | 158 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,217 | 126 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 5,084 | 123 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 6,463 | 121 | 0.08% | 0.08% | 193 | +944 | 17.1% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,244 | 116 | 0.0% | 0.05% | 194 | -112,971 | -94.76% | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | Added to | 5,965 | 111 | 0.0% | 0.0% | 195 | +2,831 | 90.33% | Q3 2026 | Oct 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,691 | 89 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,629 | 88 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 4,154 | 78 | 0.0% | 0.0% | 198 | +4,128 | 15876.92% | Q3 2026 | Oct 02, 2026 |
| Allworth Financial LP | History | No change | 3,018 | 73 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,000 | 72 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 3,818 | 70 | 0.0% | 0.0% | 201 | +2,629 | 221.11% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 2,740 | 66 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Persistent Asset Partners Ltd | History | No change | 2,372 | 57 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | New | 2,791 | 53 | 0.0% | — | 204 | +2,791 | New | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,000 | 48 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 2,374 | 44 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ancora Advisors LLC | History | No change | 1,780 | 43 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 1,740 | 42 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 2,000 | 37 | 0.01% | 0.06% | 209 | -5,000 | -71.43% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | Added to | 1,826 | 34 | 0.0% | 0.0% | 210 | +1,057 | 137.45% | Q3 2026 | Nov 05, 2026 |
| Ascentis Independent Advisors | History | New | 1,558 | 29 | 0.0% | — | 211 | +1,558 | New | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,409 | 26 | 0.0% | 0.0% | 213 | -6,101 | -81.24% | Q3 2026 | Nov 03, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,400 | 26 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,018 | 25 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,182 | 22 | 0.0% | 0.0% | 215 | -1,812 | -60.52% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 979 | 18 | 0.0% | 0.0% | 216 | -372 | -27.54% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 750 | 18 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 738 | 17 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 640 | 15 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ADIRONDACK TRUST CO | History | No change | 750 | 14 | 0.0% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIRST HORIZON CORP | History | No change | 736 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 684 | 12 | 0.0% | 0.01% | 222 | +9 | 1.33% | Q3 2026 | Nov 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 614 | 11 | 0.0% | 0.0% | 224 | +271 | 79.01% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 588 | 11 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 482 | 9 | 0.0% | 0.0% | 226 | +146 | 43.45% | Q3 2026 | Oct 07, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 510 | 9 | 0.0% | 0.0% | 225 | -14 | -2.67% | Q3 2026 | Nov 04, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 443 | 8 | 0.0% | — | 230 | +443 | New | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 475 | 8 | 0.0% | 0.0% | 229 | -357 | -42.91% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 432 | 8 | 0.0% | 0.0% | 228 | -68 | -13.6% | Q3 2026 | Nov 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 337 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 374 | 7 | 0.0% | — | 232 | +374 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 399 | 7 | 0.0% | 0.0% | 231 | +24 | 6.4% | Q3 2026 | Oct 26, 2026 |
| Versant Capital Management, Inc | History | Reduced | 352 | 6 | 0.0% | 0.01% | 233 | -2,064 | -85.43% | Q3 2026 | Oct 01, 2026 |
| Root Financial Partners, LLC | History | New | 300 | 5 | 0.0% | — | 236 | +300 | New | Q3 2026 | Oct 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 285 | 5 | 0.0% | 0.0% | 234 | +119 | 71.69% | Q3 2026 | Oct 21, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 275 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 222 | 4 | 0.0% | — | 240 | +222 | New | Q3 2026 | Oct 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 263 | 4 | 0.0% | 0.0% | 239 | -62 | -19.08% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 202 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 250 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 212 | 3 | 0.0% | 0.02% | 243 | -1,280 | -85.79% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 170 | 3 | 0.0% | 0.0% | 242 | -234 | -57.92% | Q3 2026 | Oct 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 147 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 138 | 2 | 0.0% | — | 249 | +138 | New | Q3 2026 | Nov 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 115 | 2 | 0.0% | 0.0% | 246 | -39 | -25.32% | Q3 2026 | Nov 02, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 148 | 2 | 0.0% | 0.0% | 247 | +12 | 8.82% | Q3 2026 | Nov 05, 2026 |
| IFG Advisory, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | No change | 139 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 105 | 1 | 0.0% | — | 253 | +90 | 600.0% | Q3 2026 | Oct 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 72 | 1 | 0.0% | — | 260 | +72 | New | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 58 | 1 | 0.0% | — | 255 | +19 | 48.72% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 254 | +17 | 29.82% | Q3 2026 | Oct 14, 2026 |
| Networth Advisors, LLC | History | Added to | 75 | 1 | 0.0% | 0.0% | 257 | +1 | 1.35% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 48 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 22 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Clearstead Trust, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAYBAN | History | No change | 60 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 52 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -50,577 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -47,867 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -33,386 | -100.0% | Q3 2026 | Nov 05, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -28,960 | -100.0% | Q3 2026 | Nov 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,526 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,715 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,510 | -100.0% | Q3 2026 | Oct 19, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,880 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,821 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,842 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2026 | Oct 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 46 | 0 | — | 0.0% | — | -91 | -66.42% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 27, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 19 | 0 | — | — | — | +18 | 1800.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 8 | 0 | — | — | — | -5 | -38.46% | Q3 2026 | Oct 15, 2026 |
| Planning Strategies Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 02, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 29, 2026 |
| CITY HOLDING CO | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SouthState Bank Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Distillate Capital Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |