SHINHAN FINANCIAL GROUP CO LTD - SHG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 3,433,734 | 217,183 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,196,702 | 138,941 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W1M Asset Management Ltd | History | No change | 1,965,980 | 124,308 | 1.14% | 1.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,393,745 | 108,252 | 0.02% | 0.02% | 4 | +5,485 | 0.4% | Q3 2026 | Nov 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,690,596 | 106,930 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,683,109 | 106,456 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,234,297 | 78,069 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 681,122 | 43,080 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 510,864 | 39,678 | 0.02% | 0.02% | 9 | +39,796 | 8.45% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 446,379 | 28,233 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 344,589 | 26,764 | 0.08% | 0.12% | 11 | -324,885 | -48.53% | Q3 2026 | Oct 30, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 416,805 | 26,362 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 375,387 | 23,743 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Wealth Planning, LLC | History | No change | 334,855 | 21,179 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 306,082 | 19,359 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 284,383 | 17,987 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 277,732 | 17,566 | 1.83% | 1.83% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 278,487 | 17,511 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 217,214 | 13,738 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 215,080 | 13,603 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 207,135 | 13,101 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 204,877 | 12,958 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Promethos Capital, LLC | History | No change | 200,806 | 12,700 | 3.45% | 3.45% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 192,849 | 12,193 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 156,865 | 9,921 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanders Capital, LLC | History | Added to | 122,426 | 9,508 | 0.01% | 0.01% | 26 | +2,490 | 2.08% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 148,339 | 9,382 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 147,338 | 9,319 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 133,800 | 8,422 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 131,939 | 8,345 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 125,509 | 7,938 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 114,573 | 7,247 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 112,536 | 7,117 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 109,653 | 6,935 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 109,575 | 6,930 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtus Family Office LLC | History | Added to | 88,875 | 6,902 | 5.27% | 4.4% | 36 | +954 | 1.09% | Q3 2026 | Oct 30, 2026 |
| Clearbridge Investments, LLC | History | No change | 107,525 | 6,800 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 85,800 | 6,399 | 0.17% | 0.15% | 38 | +1,039 | 1.23% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 81,625 | 6,339 | 0.01% | 0.01% | 39 | -1,879 | -2.25% | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | Added to | 80,301 | 6,236 | 0.0% | 0.0% | 40 | +2,732 | 3.52% | Q3 2026 | Nov 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 91,231 | 5,770 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 87,177 | 5,513 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 86,477 | 5,469 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 85,773 | 5,425 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 84,207 | 5,326 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Neuberger Berman Group LLC | History | No change | 81,144 | 5,118 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| UBS Group AG | History | No change | 80,859 | 5,114 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 80,016 | 5,061 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 59,686 | 4,635 | 0.05% | 0.04% | 49 | +12,325 | 26.02% | Q3 2026 | Nov 03, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 58,241 | 4,523 | 0.04% | 0.03% | 50 | +1,577 | 2.78% | Q3 2026 | Oct 30, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 67,169 | 4,248 | 2.24% | 2.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 50,225 | 3,901 | 0.03% | 0.03% | 52 | +13,107 | 35.31% | Q3 2026 | Oct 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 60,907 | 3,852 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 59,498 | 3,763 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 58,871 | 3,723 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 58,598 | 3,706 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 57,850 | 3,658 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 54,299 | 3,434 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 54,254 | 3,431 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 52,743 | 3,336 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 51,811 | 3,277 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 51,260 | 3,242 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 41,102 | 3,192 | 0.18% | 0.16% | 63 | -4,939 | -10.73% | Q3 2026 | Oct 16, 2026 |
| LPL Financial LLC | History | No change | 49,513 | 3,131 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 48,576 | 3,072 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 45,266 | 2,863 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 45,158 | 2,855 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 44,560 | 2,818 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 35,683 | 2,771 | 0.04% | 0.03% | 69 | +663 | 1.89% | Q3 2026 | Oct 23, 2026 |
| Ballentine Partners, LLC | History | No change | 42,712 | 2,701 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 42,610 | 2,695 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 32,089 | 2,492 | 0.03% | 0.03% | 72 | -5,887 | -15.5% | Q3 2026 | Oct 21, 2026 |
| Corient Private Wealth LP | History | No change | 38,537 | 2,437 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 37,523 | 2,373 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 37,114 | 2,347 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 36,578 | 2,313 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 35,898 | 2,257 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,677 | 2,193 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 31,627 | 2,000 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 30,572 | 1,933 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | No change | 28,873 | 1,826 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 28,200 | 1,783 | 0.5% | 0.5% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,917 | 1,702 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 26,632 | 1,684 | 0.3% | 0.3% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 26,608 | 1,682 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 25,601 | 1,619 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Compound Planning, Inc. | History | Added to | 20,752 | 1,611 | 0.04% | 0.03% | 87 | +2,996 | 16.87% | Q3 2026 | Nov 05, 2026 |
| BARCLAYS PLC | History | No change | 25,325 | 1,601 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | No change | 24,847 | 1,562 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 19,558 | 1,519 | 0.02% | 0.02% | 90 | -53 | -0.27% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 23,889 | 1,510 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | No change | 22,855 | 1,445 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 22,605 | 1,429 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 18,307 | 1,421 | 0.06% | 0.06% | 94 | +26 | 0.14% | Q3 2026 | Oct 28, 2026 |
| Aberdeen Group plc | History | No change | 22,054 | 1,394 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,423 | 1,355 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PDS Planning, Inc | History | Reduced | 17,182 | 1,334 | 0.08% | 0.07% | 97 | -2,312 | -11.86% | Q3 2026 | Nov 03, 2026 |
| HRT FINANCIAL LP | History | No change | 20,833 | 1,317 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 20,365 | 1,288 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Added to | 16,563 | 1,286 | 0.01% | 0.01% | 100 | +452 | 2.81% | Q3 2026 | Oct 15, 2026 |
| Invesco Ltd. | History | No change | 20,103 | 1,271 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 19,463 | 1,231 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GREENLEAF TRUST | History | Reduced | 15,769 | 1,224 | 0.01% | 0.01% | 104 | -311 | -1.93% | Q3 2026 | Oct 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,361 | 1,224 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan A Wealth LLC | History | Added to | 15,465 | 1,201 | 0.43% | 0.41% | 105 | +160 | 1.05% | Q3 2026 | Oct 08, 2026 |
| Investment Research Partners LLC | History | Added to | 14,980 | 1,163 | 0.39% | 0.32% | 106 | +70 | 0.47% | Q3 2026 | Oct 19, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 18,068 | 1,138 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 14,105 | 1,095 | 0.05% | 0.05% | 108 | -996 | -6.6% | Q3 2026 | Oct 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,488 | 1,047 | 0.01% | 0.01% | 109 | +3,925 | 41.04% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,302 | 1,031 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 13,048 | 1,013 | 0.0% | 0.0% | 111 | -412 | -3.06% | Q3 2026 | Oct 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 12,856 | 998 | 0.04% | 0.02% | 112 | +5,712 | 79.96% | Q3 2026 | Nov 05, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 12,319 | 956 | 0.01% | 0.01% | 113 | -882 | -6.68% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,016 | 949 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,455 | 914 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,283 | 903 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 14,274 | 902 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 14,002 | 885 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,944 | 881 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 12,294 | 875 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 11,258 | 874 | 0.01% | 0.01% | 121 | -151 | -1.32% | Q3 2026 | Oct 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,642 | 826 | 0.0% | 0.0% | 122 | -30 | -0.28% | Q3 2026 | Oct 23, 2026 |
| Savant Capital, LLC | History | No change | 13,247 | 825 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 10,424 | 809 | 0.03% | 0.02% | 124 | +1,726 | 19.84% | Q3 2026 | Oct 08, 2026 |
| West Family Investments, Inc. | History | No change | 12,364 | 782 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,040 | 761 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | No change | 11,998 | 758 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,981 | 757 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,630 | 747 | 0.0% | 0.0% | 129 | -852 | -8.13% | Q3 2026 | Oct 30, 2026 |
| Fullerton Fund Management Co Ltd. | History | No change | 11,784 | 745 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 11,575 | 732 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,489 | 726 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 9,186 | 713 | 0.0% | 0.0% | 133 | -243 | -2.58% | Q3 2026 | Nov 03, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 11,260 | 712 | 0.16% | 0.16% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 11,162 | 705 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 11,148 | 705 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 9,015 | 700 | 0.02% | 0.02% | 137 | -1,265 | -12.31% | Q3 2026 | Oct 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 9,010 | 699 | 0.01% | 0.01% | 138 | -2,804 | -23.73% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 8,908 | 691 | 0.0% | 0.0% | 139 | +1,534 | 20.8% | Q3 2026 | Oct 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,893 | 688 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,427 | 659 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,965 | 630 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MW ADVISORY, LLC | History | Added to | 8,109 | 629 | 0.25% | 0.14% | 143 | +2,487 | 44.24% | Q3 2026 | Oct 19, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 8,049 | 625 | 0.07% | 0.06% | 144 | -706 | -8.06% | Q3 2026 | Nov 03, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,800 | 620 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,944 | 617 | 0.01% | 0.01% | 146 | +490 | 6.57% | Q3 2026 | Oct 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 9,611 | 607 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,542 | 585 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 7,433 | 577 | 0.03% | 0.02% | 149 | +2,641 | 55.11% | Q3 2026 | Oct 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 7,437 | 577 | 0.03% | 0.02% | 150 | +731 | 10.9% | Q3 2026 | Oct 20, 2026 |
| First Affirmative Financial Network | History | New | 7,419 | 576 | 0.13% | — | 151 | +7,419 | New | Q3 2026 | Oct 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 9,068 | 573 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 9,040 | 571 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,989 | 568 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sivia Capital Partners, LLC | History | No change | 8,920 | 564 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,178 | 557 | 0.0% | 0.0% | 156 | -995 | -12.17% | Q3 2026 | Nov 05, 2026 |
| SYON CAPITAL LLC | History | No change | 8,679 | 548 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plato Investment Management Ltd | History | No change | 7,028 | 547 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JMN Financial LLC | History | No change | 8,500 | 537 | 0.42% | 0.42% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 8,410 | 531 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 6,362 | 494 | 0.11% | 0.08% | 161 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 6,326 | 491 | 0.01% | 0.01% | 162 | +36 | 0.57% | Q3 2026 | Oct 01, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,753 | 490 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | No change | 7,730 | 488 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 6,194 | 477 | 0.0% | 0.0% | 165 | +511 | 8.99% | Q3 2026 | Nov 04, 2026 |
| Foster Group, Inc. | History | Reduced | 6,124 | 475 | 0.01% | 0.01% | 166 | -4 | -0.07% | Q3 2026 | Oct 13, 2026 |
| Canopy Partners, LLC | History | Added to | 6,078 | 472 | 0.14% | 0.1% | 167 | +595 | 10.85% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 7,443 | 469 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,359 | 465 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,140 | 451 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | No change | 7,050 | 445 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 7,010 | 443 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,619 | 436 | 0.01% | 0.01% | 173 | +53 | 0.95% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,562 | 431 | 0.0% | 0.0% | 174 | +218 | 4.08% | Q3 2026 | Oct 08, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,752 | 427 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 6,594 | 417 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 5,260 | 408 | 0.0% | 0.0% | 177 | +3,453 | 191.09% | Q3 2026 | Nov 05, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 5,230 | 406 | 0.04% | 0.04% | 179 | +408 | 8.46% | Q3 2026 | Nov 04, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 5,230 | 406 | 0.01% | 0.01% | 178 | -68 | -1.28% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,263 | 396 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 5,050 | 394 | 0.17% | — | 181 | +5,050 | New | Q3 2026 | Oct 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,207 | 392 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,307 | 380 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,925 | 374 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 5,866 | 371 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 5,755 | 364 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,721 | 361 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,765 | 359 | 0.0% | 0.0% | 189 | +606 | 14.57% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,677 | 359 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,484 | 346 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,419 | 343 | 0.01% | 0.0% | 191 | -194 | -4.21% | Q3 2026 | Oct 22, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 4,336 | 336 | 0.09% | 0.07% | 192 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 4,296 | 333 | 0.06% | 0.06% | 193 | -186 | -4.15% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,191 | 326 | 0.0% | 0.0% | 194 | -298 | -6.64% | Q3 2026 | Oct 26, 2026 |
| Ascent Group, LLC | History | Added to | 3,966 | 308 | 0.01% | 0.01% | 195 | +304 | 8.3% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,932 | 305 | 0.03% | 0.03% | 196 | -1,212 | -23.56% | Q3 2026 | Oct 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 4,833 | 305 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,811 | 304 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rose Capital Advisors LLC | History | New | 3,867 | 300 | 0.07% | — | 199 | +3,867 | New | Q3 2026 | Nov 04, 2026 |
| M&T BANK CORP | History | No change | 4,637 | 293 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 3,703 | 287 | 0.01% | 0.01% | 201 | +73 | 2.01% | Q3 2026 | Oct 15, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,669 | 284 | 0.0% | 0.0% | 202 | +8 | 0.22% | Q3 2026 | Nov 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,606 | 280 | 0.01% | 0.01% | 203 | +290 | 8.75% | Q3 2026 | Oct 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,600 | 279 | 0.01% | 0.0% | 204 | +235 | 6.98% | Q3 2026 | Oct 08, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 3,589 | 278 | 0.12% | 0.09% | 205 | +1 | 0.03% | Q3 2026 | Nov 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,408 | 278 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,535 | 274 | 0.03% | 0.02% | 208 | +260 | 7.94% | Q3 2026 | Oct 30, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 4,346 | 274 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Composition Wealth, LLC | History | No change | 4,298 | 271 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | Reduced | 3,429 | 266 | 0.0% | 0.0% | 210 | -536 | -13.52% | Q3 2026 | Oct 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 3,416 | 265 | 0.04% | — | 211 | +3,416 | New | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 4,141 | 261 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspen Grove Capital, LLC | History | No change | 4,118 | 260 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 3,255 | 252 | 0.0% | — | 214 | +3,255 | New | Q3 2026 | Nov 02, 2026 |
| BSW Wealth Partners | History | No change | 3,841 | 242 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 3,836 | 242 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,744 | 236 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneAscent Family Office, LLC | History | No change | 3,734 | 236 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 3,625 | 229 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,820 | 219 | 0.0% | — | 221 | +2,820 | New | Q3 2026 | Oct 20, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 3,477 | 219 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Squarepoint Ops LLC | History | No change | 3,457 | 218 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,796 | 217 | 0.01% | — | 223 | +2,796 | New | Q3 2026 | Oct 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,731 | 212 | 0.01% | — | 224 | +2,731 | New | Q3 2026 | Oct 26, 2026 |
| MAI Capital Management | History | No change | 3,631 | 204 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,204 | 202 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 3,200 | 202 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 2,592 | 201 | 0.12% | — | 228 | +2,592 | New | Q3 2026 | Oct 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,091 | 195 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 2,496 | 193 | 0.0% | 0.0% | 230 | -143 | -5.42% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 3,049 | 192 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,125 | 165 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,906 | 148 | 0.0% | 0.0% | 233 | +68 | 3.7% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,238 | 141 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,726 | 132 | 0.0% | 0.0% | 235 | +71 | 4.29% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,002 | 126 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 1,598 | 124 | 0.01% | 0.0% | 237 | +66 | 4.31% | Q3 2026 | Oct 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,925 | 121 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 1,901 | 120 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,311 | 101 | 0.0% | 0.0% | 240 | +48 | 3.8% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 1,219 | 77 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 969 | 75 | 0.01% | 0.01% | 242 | +83 | 9.37% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,023 | 64 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 819 | 63 | 0.0% | 0.0% | 244 | +764 | 1389.09% | Q3 2026 | Oct 14, 2026 |
| HM PAYSON & CO | History | No change | 882 | 55 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 866 | 54 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,728 | 46 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 587 | 45 | 0.0% | 0.0% | 248 | +24 | 4.26% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 577 | 44 | 0.0% | 0.0% | 249 | +85 | 17.28% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 499 | 38 | 0.0% | 0.0% | 250 | -84 | -14.41% | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 394 | 30 | 0.0% | — | 252 | +394 | New | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 481 | 30 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 368 | 28 | 0.01% | 0.01% | 254 | +117 | 46.61% | Q3 2026 | Nov 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 368 | 28 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 358 | 27 | 0.0% | 0.0% | 255 | +76 | 26.95% | Q3 2026 | Oct 20, 2026 |
| V-Square Quantitative Management LLC | History | No change | 360 | 27 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vanguard National Trust Co | History | No change | 441 | 27 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 410 | 25 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 293 | 22 | 0.01% | 0.0% | 260 | +73 | 33.18% | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 296 | 22 | 0.0% | 0.0% | 259 | +47 | 18.88% | Q3 2026 | Oct 27, 2026 |
| Crewe Advisors LLC | History | No change | 335 | 21 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 258 | 20 | 0.0% | 0.0% | 263 | +56 | 27.72% | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 330 | 20 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 304 | 19 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 277 | 17 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bare Financial Services, Inc | History | No change | 230 | 17 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 212 | 16 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Park Place Capital Corp | History | No change | 264 | 16 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 218 | 16 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LRI Investments, LLC | History | No change | 247 | 15 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 181 | 14 | 0.0% | — | 274 | +181 | New | Q3 2026 | Oct 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 191 | 14 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| North Star Investment Management Corp. | History | No change | 188 | 14 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 226 | 14 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 157 | 12 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 149 | 11 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 152 | 11 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SHP Wealth Management | History | No change | 147 | 9 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 141 | 8 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 129 | 8 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 123 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elyxium Wealth, LLC | History | New | 83 | 6 | 0.0% | — | 285 | +83 | New | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 89 | 6 | 0.0% | 0.0% | 283 | -27 | -23.28% | Q3 2026 | Oct 01, 2026 |
| Gleason Group, Inc. | History | No change | 84 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 74 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 60 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Kozak & Associates, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Breakwater Investment Management | History | New | 41 | 3 | 0.0% | — | 296 | +41 | New | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 39 | 3 | 0.0% | — | 295 | +39 | New | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 49 | 3 | 0.0% | 0.0% | 293 | -5 | -9.26% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 53 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 53 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 36 | 2 | 0.0% | — | 301 | +36 | New | Q3 2026 | Oct 30, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 28 | 2 | 0.0% | — | 300 | +28 | New | Q3 2026 | Oct 13, 2026 |
| Noble Wealth Management PBC | History | No change | 28 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Dogwood Wealth Management LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |