SIRIUS XM HOLDINGS INC. - SIRI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
BERKSHIRE HATHAWAY INC History No change 124,807,117 3,686,802 1.23% 1.23% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 17,602,229 519,969 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 10,512,352 310,527 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 9,082,629 268,300 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,386,784 247,745 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 6,908,574 204,079 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
Kontiki Capital Management (HK) Ltd. History No change 6,082,824 179,686 11.78% 11.78% 7 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 5,992,497 177,018 0.01% 0.01% 8 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 5,311,550 156,903 0.02% 0.02% 9 0 0.0% Q2 2026 Sep 02, 2026
Boston Partners History No change 5,080,806 150,170 0.13% 0.13% 10 0 0.0% Q2 2026 Aug 04, 2026
GOLDMAN SACHS GROUP INC History No change 4,807,137 142,002 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
Gates Capital Management, Inc. History No change 4,539,927 134,109 3.22% 3.22% 12 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,901,488 115,276 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 3,620,469 106,949 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,396,308 98,374 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 3,025,423 89,370 0.15% 0.15% 16 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 3,012,240 88,981 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 06, 2026
J. Goldman & Co LP History No change 2,987,351 88,246 2.28% 2.28% 18 0 0.0% Q2 2026 Aug 14, 2026
CHECK CAPITAL MANAGEMENT INC/CA History No change 2,927,799 86,487 2.38% 2.38% 19 0 0.0% Q2 2026 Aug 03, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 2,364,933 69,860 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 2,091,917 61,795 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 1,959,651 57,888 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,760,633 52,009 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,711,438 50,555 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 1,649,327 48,721 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 1,646,246 48,630 0.12% 0.12% 26 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,641,435 48,488 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
HBK INVESTMENTS L P History No change 1,622,245 47,921 0.47% 0.47% 28 0 0.0% Q2 2026 Sep 16, 2026
NORTHERN TRUST CORP History No change 1,584,505 46,806 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History No change 1,432,897 42,327 0.33% 0.33% 30 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 1,383,251 40,861 0.1% 0.1% 31 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,234,502 36,467 0.96% 0.96% 32 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,188,199 35,099 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
WEITZ INVESTMENT MANAGEMENT, INC. History No change 1,188,000 35,093 2.43% 2.43% 34 0 0.0% Q2 2026 Aug 12, 2026
DEPRINCE RACE & ZOLLO INC History No change 1,120,872 33,110 0.56% 0.56% 35 0 0.0% Q2 2026 Aug 20, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 1,072,555 31,683 0.57% 0.57% 36 0 0.0% Q2 2026 Aug 11, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 934,864 27,615 9.44% 9.44% 37 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 917,488 27,102 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 907,187 26,798 0.02% 0.02% 39 0 0.0% Q2 2026 Sep 02, 2026
FIRST TRUST ADVISORS LP History No change 882,128 26,058 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 866,200 25,587 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 854,987 25,256 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 842,861 24,898 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 738,539 21,845 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 730,327 21,575 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 728,508 21,548 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 723,901 21,384 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Empyrean Capital Partners, LP History No change 692,775 20,464 0.68% 0.68% 48 0 0.0% Q2 2026 Aug 14, 2026
Hi-Line Capital Management, LLC History No change 677,658 20,018 5.63% 5.63% 49 0 0.0% Q2 2026 Jul 24, 2026
DEUTSCHE BANK AG\ History No change 660,839 19,521 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 652,397 19,271 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 642,939 18,992 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 641,689 18,955 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 06, 2026
BISLETT MANAGEMENT, LLC History No change 600,000 17,724 12.01% 12.01% 54 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 586,624 17,328 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
S&CO INC History No change 569,206 16,814 0.97% 0.97% 56 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 541,149 15,927 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 531,934 15,713 0.1% 0.1% 58 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 515,725 15,234 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 11, 2026
GABELLI FUNDS LLC History No change 511,034 15,095 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 12, 2026
PEAK6 LLC History No change 444,200 13,121 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 427,966 12,642 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL MANAGEMENT CORP /VA History No change 426,391 12,595 1.89% 1.89% 63 0 0.0% Q2 2026 Jul 29, 2026
swisspartners Advisors Ltd History No change 413,569 12,213 8.23% 8.23% 64 0 0.0% Q2 2026 Aug 11, 2026
Chou Associates Management Inc. History No change 409,589 12,099 5.59% 5.59% 65 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 409,272 12,089 0.18% 0.18% 66 0 0.0% Q2 2026 Aug 13, 2026
PDT Partners, LLC History No change 404,711 11,955 0.63% 0.63% 67 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 399,304 11,795 0.11% 0.11% 68 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 369,485 10,914 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 363,684 10,743 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 352,042 10,399 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 13, 2026
Fund 1 Investments, LLC History No change 349,173 10,314 1.71% 1.71% 72 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 339,272 10,022 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 334,653 9,885 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 334,400 9,878 0.19% 0.19% 75 0 0.0% Q2 2026 Aug 12, 2026
Cambria Investment Management, L.P. History No change 328,725 9,710 0.48% 0.48% 76 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 324,043 9,572 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 303,029 8,951 0.12% 0.12% 78 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 298,563 8,819 0.29% 0.29% 79 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 293,705 8,676 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
TOWERVIEW LLC History No change 282,500 8,345 5.47% 5.47% 81 0 0.0% Q2 2026 Aug 04, 2026
BNP Paribas Asset Management Holding S.A. History No change 273,288 8,072 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 12, 2026
PLUSTICK MANAGEMENT LLC History No change 270,000 7,975 2.96% 2.96% 83 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 266,477 7,871 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 264,181 7,803 0.25% 0.25% 85 0 0.0% Q2 2026 Jul 17, 2026
CastleKnight Management LP History No change 256,900 7,588 0.1% 0.1% 86 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 226,636 6,694 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 226,554 6,692 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 225,978 6,675 0.12% 0.12% 89 0 0.0% Q2 2026 Aug 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 217,764 6,432 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 212,827 6,286 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 24, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 212,389 6,273 0.0% 0.0% 92 0 0.0% Q2 2026 Sep 09, 2026
State of Alaska, Department of Revenue History No change 201,203 5,942 0.06% 0.06% 93 0 0.0% Q2 2026 Jul 20, 2026
READYSTATE ASSET MANAGEMENT LP History No change 198,950 5,876 0.2% 0.2% 94 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 198,100 5,851 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History No change 194,970 5,759 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 28, 2026
ALLIANCEBERNSTEIN L.P. History No change 247,087 5,702 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Aequim Alternative Investments LP History No change 177,041 5,229 0.08% 0.08% 98 0 0.0% Q2 2026 Aug 11, 2026
Verition Fund Management LLC History No change 174,184 5,145 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 172,064 5,082 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 171,502 5,066 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 170,800 5,045 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 170,537 5,038 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 167,289 4,941 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 161,938 4,783 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
Waratah Capital Advisors Ltd. History No change 160,836 4,751 0.16% 0.16% 106 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 156,252 4,615 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 152,702 4,510 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 151,892 4,486 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 148,290 4,380 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 147,000 4,342 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 12, 2026
ArrowMark Colorado Holdings LLC History No change 144,827 4,278 0.18% 0.18% 112 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 140,346 4,145 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 139,653 4,125 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 132,842 3,924 0.25% 0.25% 115 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 129,824 3,834 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 127,500 3,766 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 127,271 3,759 0.07% 0.07% 118 0 0.0% Q2 2026 Jul 20, 2026
Shay Capital LLC History No change 122,757 3,626 0.23% 0.23% 119 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 122,330 3,613 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 117,452 3,469 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 121,642 3,441 0.01% 0.01% 122 0 0.0% Q2 2026 Jul 15, 2026
LPL Financial LLC History No change 116,046 3,427 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
Aldebaran Capital, LLC History No change 114,182 3,372 2.53% 2.53% 124 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 113,700 3,358 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 111,330 3,288 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 109,096 3,222 0.13% 0.13% 127 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 108,533 3,206 0.05% 0.05% 128 0 0.0% Q2 2026 Jul 28, 2026
Man Group plc History No change 107,829 3,185 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
Wakefield Asset Management LLLP History No change 107,043 3,162 0.71% 0.71% 130 0 0.0% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History No change 101,273 2,991 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 100,443 2,967 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 29, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 100,000 2,954 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 10, 2026
Aspen Grove Capital, LLC History No change 98,648 2,914 0.42% 0.42% 134 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 97,477 2,879 0.0% 0.0% 135 0 0.0% Q2 2026 Sep 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 94,087 2,779 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 91,342 2,698 0.01% 0.01% 137 0 0.0% Q2 2026 Jul 24, 2026
MetLife Investment Management, LLC History No change 90,573 2,675 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 88,612 2,617 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 87,886 2,596 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 19, 2026
Weaver C. Barksdale & Associates, Inc. History No change 87,308 2,579 2.31% 2.31% 141 0 0.0% Q2 2026 Aug 13, 2026
CAXTON ASSOCIATES LLP History No change 85,903 2,537 0.05% 0.05% 142 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 85,192 2,516 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 27, 2026
Jupiter Topco LLC History No change 84,838 2,505 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 84,299 2,490 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 84,046 2,482 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 82,922 2,450 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 23, 2026
Quaker Capital Investments, LLC History No change 82,937 2,449 0.67% 0.67% 148 0 0.0% Q2 2026 Aug 14, 2026
Inlight Wealth Management, LLC History No change 82,859 2,447 0.78% 0.78% 149 0 0.0% Q2 2026 Jul 28, 2026
GREAT LAKES ADVISORS, LLC History No change 79,974 2,362 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 79,441 2,346 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 79,008 2,333 0.02% 0.02% 152 0 0.0% Q2 2026 Jul 23, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 77,924 2,301 0.21% 0.21% 153 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 76,093 2,247 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 75,439 2,228 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
WHITEBOX ADVISORS LLC History No change 74,443 2,199 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 72,653 2,146 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 72,171 2,131 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 05, 2026
AIRE ADVISORS, LLC History No change 71,648 2,116 0.34% 0.34% 159 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 71,376 2,108 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 70,479 2,081 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 69,866 2,063 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 68,762 2,031 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 14, 2026
Tweedy, Browne Co LLC History No change 66,492 1,964 0.15% 0.15% 164 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 66,492 1,964 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 11, 2026
Capula Management Ltd History No change 64,400 1,902 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 62,726 1,852 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 04, 2026
Krilogy Financial LLC History No change 61,958 1,830 0.05% 0.05% 168 0 0.0% Q2 2026 Jul 27, 2026
HUB Investment Partners, LLC History No change 60,825 1,796 0.03% 0.03% 169 0 0.0% Q2 2026 Jul 31, 2026
Handelsbanken Fonder AB History No change 60,661 1,792 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 10, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 60,385 1,783 0.11% 0.11% 171 0 0.0% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History No change 60,012 1,773 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 05, 2026
KLP KAPITALFORVALTNING AS History No change 57,758 1,706 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 57,594 1,701 0.02% 0.02% 174 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 56,650 1,674 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
Robeco Institutional Asset Management B.V. History No change 56,186 1,659 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 21, 2026
Bruce & Co., Inc. History No change 55,784 1,647 0.45% 0.45% 177 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 55,200 1,630 0.02% 0.02% 178 0 0.0% Q2 2026 Jul 21, 2026
Freestone Grove Partners LP History No change 55,025 1,625 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
Mork Capital Management, LLC History No change 54,400 1,606 1.03% 1.03% 180 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 54,063 1,597 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 53,508 1,580 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 29, 2026
Wallace Capital Management Inc. History No change 53,407 1,577 0.17% 0.17% 183 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 51,498 1,521 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 50,806 1,500 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 50,672 1,496 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 50,488 1,491 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 50,295 1,485 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 11, 2026
BlueCrest Capital Management Ltd History No change 50,000 1,477 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 49,540 1,463 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 49,402 1,459 0.03% 0.03% 191 0 0.0% Q2 2026 Aug 11, 2026
AXQ CAPITAL, LP History No change 49,150 1,451 0.16% 0.16% 192 0 0.0% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History No change 48,784 1,441 0.16% 0.16% 193 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 48,755 1,440 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 48,663 1,437 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 48,536 1,433 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Everstar Asset Management, LLC History No change 48,113 1,421 0.69% 0.69% 197 0 0.0% Q2 2026 Aug 03, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 47,198 1,394 0.29% 0.29% 198 0 0.0% Q2 2026 Aug 13, 2026
Camelot Portfolios, LLC History No change 47,137 1,392 0.97% 0.97% 199 0 0.0% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History No change 46,819 1,382 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 27, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 45,129 1,333 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 17, 2026
Ancora Advisors LLC History No change 45,016 1,329 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 14, 2026
R.H. Dinel Investment Counsel, Inc. History No change 44,593 1,317 1.01% 1.01% 203 0 0.0% Q2 2026 Jul 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 44,100 1,302 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 30, 2026
Pacific Capital Partners Ltd History No change 42,674 1,260 1.09% 1.09% 205 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 42,404 1,252 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 12, 2026
Governors Lane LP History No change 42,400 1,252 0.1% 0.1% 207 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 42,046 1,242 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 41,861 1,237 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 40,850 1,206 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 39,238 1,159 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 06, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 39,100 1,155 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 39,000 1,152 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 28, 2026
MACKENZIE FINANCIAL CORP History No change 38,980 1,151 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 38,609 1,140 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 12, 2026
Guardian Wealth Management, Inc. History No change 38,377 1,133 0.56% 0.56% 216 0 0.0% Q2 2026 Jul 13, 2026
Jackson Creek Investment Advisors LLC History No change 37,660 1,115 0.37% 0.37% 217 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 37,501 1,108 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 27, 2026
MILLENNIUM MANAGEMENT LLC History No change 36,500 1,078 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
WBI INVESTMENTS, LLC History No change 36,371 1,074 0.27% 0.27% 220 0 0.0% Q2 2026 Aug 11, 2026
GUGGENHEIM CAPITAL LLC History No change 36,083 1,065 0.01% 0.01% 221 0 0.0% Q2 2026 Aug 12, 2026
Helium Advisors LLC History No change 35,721 1,055 0.88% 0.88% 222 0 0.0% Q2 2026 Aug 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 35,584 1,051 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 24, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 35,200 1,039 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 35,100 1,036 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 25, 2026
Graham Capital Management, L.P. History No change 34,725 1,025 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 34,689 1,024 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 34,256 1,011 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 33,679 994 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 10, 2026
Empowered Funds, LLC History No change 33,129 978 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 32,289 953 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 05, 2026
Diametric Capital, LP History No change 31,813 939 0.1% 0.1% 232 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 31,713 936 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 31,109 918 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 30,775 909 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 06, 2026
Crescent Grove Advisors, LLC History No change 30,606 904 0.08% 0.08% 236 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 30,296 894 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 06, 2026
Indivisible Partners History No change 30,292 894 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 04, 2026
SummitTX Capital, L.P. History No change 30,133 890 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 30,124 889 0.02% 0.02% 240 0 0.0% Q2 2026 Jul 23, 2026
Icon Wealth Advisors, LLC History No change 30,123 889 0.05% 0.05% 241 0 0.0% Q2 2026 Aug 05, 2026
Advyzon Investment Management, LLC History No change 28,812 851 0.06% 0.06% 242 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 28,793 850 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 30, 2026
Hosking Partners LLP History No change 28,596 844 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 03, 2026
Sprinkle Financial Consultants LLC History No change 32,524 841 0.33% 0.38% 245 0 0.0% Q3 2026 Oct 09, 2026
TRUIST FINANCIAL CORP History No change 28,274 835 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 28, 2026
Balefire, LLC History Reduced 31,840 824 0.13% 0.17% 247 -4,443 -12.25% Q3 2026 Oct 09, 2026
Jacobs Equity LLC History No change 26,900 794 0.55% 0.55% 248 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 26,601 785 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 25,318 747 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
Elo Mutual Pension Insurance Co History No change 25,261 746 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 13, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 25,196 744 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 24,772 731 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 10, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 24,647 728 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 24,483 723 0.0% 0.0% 255 0 0.0% Q2 2026 Sep 08, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 24,133 712 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 23,987 708 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 23,856 704 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 20, 2026
Sequoia Financial Advisors, LLC History No change 23,736 701 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 17, 2026
Point72 Asset Management, L.P. History No change 23,700 700 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 23,466 693 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 11, 2026
OPTIMIZE FINANCIAL INC. History No change 23,385 690 0.25% 0.25% 262 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 23,385 690 0.16% 0.16% 263 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 22,635 668 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 22,561 666 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 22,549 666 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 22,530 665 0.11% 0.11% 267 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 22,218 656 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 07, 2026
CIBC WORLD MARKET INC. History No change 21,654 639 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,427 632 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 21,234 627 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 21,235 627 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 21,216 626 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 20,285 599 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 22, 2026
GSA CAPITAL PARTNERS LLP History No change 20,130 595 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,853 591 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
Waldron Private Wealth LLC History No change 20,040 591 0.02% 0.02% 277 0 0.0% Q2 2026 Jul 20, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 19,623 579 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 19,391 572 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 06, 2026
RAFFLES ASSOCIATES LP History No change 19,194 566 0.51% 0.51% 280 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 18,899 558 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 18,422 544 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 18,273 539 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History No change 17,727 523 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 17,695 522 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 17,391 513 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 17,274 510 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 11, 2026
Sagewood Asset Management LP History No change 17,240 509 0.12% 0.12% 288 0 0.0% Q2 2026 Jul 29, 2026
MML INVESTORS SERVICES, LLC History No change 17,196 507 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 17,114 505 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 12, 2026
Watershed Asset Management, L.L.C. History No change 16,982 501 0.45% 0.45% 291 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 16,269 500 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 27, 2026
JTC Employer Solutions Trustee Ltd History No change 16,717 494 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 31, 2026
Sound View Wealth Advisors Group, LLC History No change 16,686 492 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 16,673 492 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 11, 2026
CenterBook Partners LP History No change 16,220 479 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 15,928 475 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 29, 2026
Stirlingshire Investments, Inc. History No change 15,791 466 0.35% 0.35% 298 0 0.0% Q2 2026 Jul 31, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,712 464 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 10, 2026
Hardy Reed LLC History No change 15,490 457 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 03, 2026
Pallas Capital Advisors LLC History No change 15,300 451 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 07, 2026
Catalyst Funds Management Pty Ltd History No change 15,079 445 0.02% 0.02% 302 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,014 443 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 07, 2026
Trust Investment Advisors History No change 15,000 443 0.21% 0.21% 304 0 0.0% Q2 2026 Jul 24, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 14,990 442 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 14,554 429 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 14,464 427 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Advisor Solutions, LLC History No change 14,483 427 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 06, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 13,946 426 0.02% 0.02% 309 0 0.0% Q2 2026 Jul 23, 2026
Ensign Peak Advisors, Inc History No change 14,450 426 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History No change 13,977 412 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Advisors, LLC History No change 13,969 412 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 13,853 409 0.29% 0.29% 313 0 0.0% Q2 2026 Aug 18, 2026
Federation des caisses Desjardins du Quebec History No change 13,611 402 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 13,344 394 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 12,789 377 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History No change 12,650 373 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 03, 2026
Triad Investment Management History No change 12,602 372 0.41% 0.41% 318 0 0.0% Q2 2026 Jul 21, 2026
Axxion S.A. History No change 12,500 369 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 12,295 363 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 12,271 362 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 12, 2026
Allegiance Financial Group Advisory Services LLC History No change 12,103 357 0.06% 0.06% 322 0 0.0% Q2 2026 Jul 27, 2026
Straight Path Wealth Management History No change 12,003 354 0.08% 0.08% 323 0 0.0% Q2 2026 Jul 27, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 12,010 354 0.13% 0.13% 324 0 0.0% Q2 2026 Aug 06, 2026
JB Capital LLC History No change 11,976 353 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 11,942 352 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 11,715 346 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 11,715 346 0.02% 0.02% 328 0 0.0% Q2 2026 Jul 31, 2026
SG Americas Securities, LLC History No change 11,668 345 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 07, 2026
Concorde Asset Management, LLC History No change 11,546 341 0.2% 0.2% 330 0 0.0% Q2 2026 Aug 18, 2026
ALBERT D MASON INC History No change 11,482 339 0.19% 0.19% 331 0 0.0% Q2 2026 Jul 22, 2026
Columbia Asset Management History No change 11,495 339 0.06% 0.06% 332 0 0.0% Q2 2026 Jul 21, 2026
Bellecapital International Ltd. History No change 11,443 338 0.05% 0.05% 333 0 0.0% Q2 2026 Jul 22, 2026
Canandaigua National Trust Co of Florida History New 12,967 335 0.19% — 334 +12,967 New Q3 2026 Oct 07, 2026
Fulcrum Asset Management LLP History No change 11,402 333 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 18, 2026
HB Wealth Management, LLC History No change 11,304 333 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 29, 2026
Concurrent Investment Advisors, LLC History No change 11,243 332 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 27, 2026
Centiva Capital, LP History No change 11,200 330 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 11,064 326 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 10, 2026
PINEBRIDGE INVESTMENTS LLC History No change 10,929 322 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 10,863 320 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 10,712 316 0.03% 0.03% 342 0 0.0% Q2 2026 Jul 29, 2026
Unified Investment Management History No change 10,693 315 0.29% 0.29% 343 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 10,617 313 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 28, 2026
Bayesian Capital Management, LP History No change 10,500 310 0.2% 0.2% 345 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 10,492 309 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 10,483 309 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History No change 10,241 302 0.03% 0.03% 348 0 0.0% Q2 2026 Aug 03, 2026
Limestone Investment Advisors LP History No change 10,250 302 0.02% 0.02% 349 0 0.0% Q2 2026 Aug 14, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 10,092 298 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 10,102 298 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 11, 2026
FNY Investment Advisers, LLC History No change 10,072 297 0.11% 0.11% 352 0 0.0% Q2 2026 Jul 08, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 9,933 293 0.06% 0.06% 353 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 9,862 291 0.03% 0.03% 354 0 0.0% Q2 2026 Jul 09, 2026
New Vernon Capital Holdings II LLC History No change 9,794 289 0.16% 0.16% 355 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 9,758 288 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 9,667 285 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 9,550 282 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 9,420 278 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 20, 2026
Caprock Group, LLC History No change 9,323 275 0.01% 0.01% 360 0 0.0% Q2 2026 Jul 27, 2026
Utah Retirement Systems History No change 9,240 272 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 9,225 272 0.0% 0.0% 362 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History No change 9,167 270 0.0% 0.0% 363 0 0.0% Q2 2026 Jul 22, 2026
PFG Investments, LLC History No change 9,016 266 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 8,995 265 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History Reduced 10,205 264 0.01% 0.01% 366 -711 -6.51% Q3 2026 Oct 08, 2026
DLK Investment Management, LLC History New 10,150 262 0.1% — 367 +10,150 New Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History No change 8,787 259 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 03, 2026
NorthCrest Asset Manangement, LLC History No change 8,444 259 0.01% 0.01% 369 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Union Bankshares Corp History No change 8,684 256 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 11, 2026
Fort Henry Capital, LLC History No change 8,673 256 0.14% 0.14% 371 0 0.0% Q2 2026 Jul 15, 2026
MGO ONE SEVEN LLC History No change 8,636 255 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 31, 2026
J.W. COLE ADVISORS, INC. History No change 8,596 253 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 21, 2026
DV Trading LLC History No change 8,500 251 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 8,269 244 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 12, 2026
nVerses Capital, LLC History No change 8,163 241 0.37% 0.37% 376 0 0.0% Q2 2026 Aug 04, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 8,052 237 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 29, 2026
DnB Asset Management AS History No change 8,027 237 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 7,964 235 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 07, 2026
Holistic Financial Partners History No change 7,943 234 0.14% 0.14% 380 0 0.0% Q2 2026 Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP History No change 7,871 232 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 05, 2026
Machina Capital S.A.S. History No change 7,859 232 0.04% 0.04% 382 0 0.0% Q2 2026 Aug 10, 2026
OXFORD ASSET MANAGEMENT LLP History No change 7,848 231 0.11% 0.11% 383 0 0.0% Q2 2026 Aug 14, 2026
CHICAGO TRUST Co NA History No change 7,828 231 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 16, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,794 230 0.0% 0.0% 385 0 0.0% Q2 2026 Jul 20, 2026
Claret Asset Management Corp History No change 7,717 228 0.02% 0.02% 386 0 0.0% Q2 2026 Jul 27, 2026
Bull Harbor Capital LLC History No change 7,747 228 0.04% 0.04% 387 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 7,598 224 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 28, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 7,566 223 0.0% 0.0% 389 0 0.0% Q2 2026 Sep 23, 2026
HARBOUR INVESTMENTS, INC. History No change 7,478 220 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 7,436 219 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 11, 2026
Paragon Capital Management Ltd History Added to 8,452 218 0.04% 0.05% 392 +36 0.43% Q3 2026 Oct 09, 2026
Citadel Investment Advisory, Inc. History No change 7,396 218 0.1% 0.1% 393 0 0.0% Q2 2026 Jul 23, 2026
Sage Investment Counsel LLC History No change 7,344 216 0.22% 0.22% 394 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 7,215 213 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History Added to 8,196 212 0.0% 0.0% 396 +185 2.31% Q3 2026 Oct 08, 2026
Inspire Advisors, LLC History No change 7,131 210 0.01% 0.01% 397 0 0.0% Q2 2026 Aug 13, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 7,000 206 0.01% 0.01% 398 0 0.0% Q2 2026 Jul 21, 2026
AVENIR CORP History No change 7,000 206 0.03% 0.03% 399 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 6,410 189 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 05, 2026
STRS OHIO History No change 6,140 181 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 5,945 175 0.02% 0.02% 402 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 5,855 172 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 5,814 171 0.01% 0.01% 404 0 0.0% Q2 2026 Sep 04, 2026
Covestor Ltd History No change 5,804 171 0.1% 0.1% 405 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 5,226 154 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Deseret Mutual Benefit Administrators History No change 5,172 152 0.05% 0.05% 407 0 0.0% Q2 2026 Aug 14, 2026
Bleichroeder LP History No change 5,061 149 0.03% 0.03% 408 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 4,398 129 0.09% 0.09% 409 0 0.0% Q2 2026 Aug 10, 2026
Havemeyer Place LP History No change 4,208 124 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 4,110 121 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 22, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 3,800 112 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 3,793 112 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 24, 2026
Legacies Wealth LLC History No change 3,694 109 0.06% 0.06% 414 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History Added to 3,958 102 0.0% 0.0% 415 +1,135 40.21% Q3 2026 Oct 08, 2026
Murphy & Mullick Capital Management Corp History No change 3,251 96 0.06% 0.06% 416 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 3,136 92 0.0% 0.0% 417 0 0.0% Q2 2026 Sep 08, 2026
CoreCap Advisors, LLC History Added to 3,400 88 0.0% 0.0% 418 +270 8.63% Q3 2026 Oct 08, 2026
IFG Advisory, LLC History No change 2,885 85 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,860 84 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 2,772 82 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 12, 2026
Itau Unibanco Holding S.A. History No change 2,616 77 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 2,339 69 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 2,216 65 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,130 62 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 30, 2026
MassMutual Private Wealth & Trust, FSB History No change 2,407 62 0.0% 0.0% 426 0 0.0% Q3 2026 Oct 05, 2026
Versant Capital Management, Inc History Reduced 2,289 59 0.01% 0.01% 427 -273 -10.66% Q3 2026 Oct 01, 2026
Essential Partners LLC History No change 1,983 58 0.03% 0.03% 428 0 0.0% Q2 2026 Aug 10, 2026
Security National Bank History No change 1,941 57 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 15, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,870 55 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,857 54 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 1,837 54 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 07, 2026
Persistent Asset Partners Ltd History No change 1,843 54 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 1,809 53 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 27, 2026
Leonteq Securities AG History No change 1,735 51 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 27, 2026
Rossby Financial, LCC History No change 1,681 49 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 1,642 48 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 16, 2026
CVA Family Office, LLC History No change 1,602 47 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,546 45 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 1,311 38 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 10, 2026
Coston, McIsaac & Partners History No change 1,206 35 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 12, 2026
Altshuler Shaham Ltd History No change 1,166 34 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 1,074 31 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 1,020 30 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 22, 2026
LRI Investments, LLC History No change 1,008 29 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 950 28 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 978 28 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 914 27 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Investors Research Corp History No change 1,008 26 0.0% 0.01% 449 0 0.0% Q3 2026 Oct 07, 2026
Spire Wealth Management History No change 863 25 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 15, 2026
MONETARY MANAGEMENT GROUP INC History No change 790 23 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 12, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 785 23 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 05, 2026
Abound Wealth Management History No change 810 23 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 10, 2026
UMB Bank, n.a. History No change 755 22 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 756 22 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 30, 2026
Winthrop Capital Management, LLC History No change 760 22 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 720 21 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 15, 2026
FIRST UNITED BANK & TRUST History No change 678 20 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 700 20 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 20, 2026
Winch Advisory Services, LLC History No change 677 20 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 06, 2026
TORONTO DOMINION BANK History No change 594 17 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
Lodestone Wealth Management LLC History No change 524 15 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 23, 2026
LANARK FINANCIAL, INC. History No change 503 14 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 21, 2026
SRH ADVISORS, LLC History No change 502 14 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 24, 2026
Kozak & Associates, Inc. History No change 473 14 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 02, 2026
Advantage Trust Co History No change 500 14 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 17, 2026
Tidemark, LLC History No change 503 14 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 10, 2026
Dogwood Wealth Management LLC History No change 423 12 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 06, 2026
Institute for Wealth Management, LLC. History No change 390 11 0.0% 0.0% 469 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 381 11 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 09, 2026
Tradewinds Capital Management, LLC History No change 395 11 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 395 11 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 357 10 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History No change 352 10 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 28, 2026
Kemnay Advisory Services Inc. History No change 348 10 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 360 10 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 02, 2026
TSFG, LLC History No change 350 10 0.0% 0.0% 477 0 0.0% Q2 2026 Jul 23, 2026
WPG Advisers, LLC History No change 368 10 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 05, 2026
Basecamp Wealth Advisors LLC History No change 365 10 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 313 9 0.0% 0.0% 480 0 0.0% Q2 2026 Sep 02, 2026
Clearstead Trust, LLC History No change 323 9 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 06, 2026
Costello Asset Management, INC History No change 309 9 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 28, 2026
Owl Creek Wealth Partners LLC History No change 320 9 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 20, 2026
CITY HOLDING CO History No change 296 8 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 10, 2026
GHP Investment Advisors, Inc. History No change 304 8 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 300 8 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History No change 275 8 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 16, 2026
SJS Investment Consulting Inc. History No change 299 8 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 283 8 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 27, 2026
NBT BANK, N.A. History No change 250 7 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History No change 270 7 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
Fortis Group Advisors, LLC History No change 267 7 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Asset Management, LLC History No change 245 7 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 308 7 0.0% 0.0% 494 0 0.0% Q3 2026 Oct 07, 2026
Comprehensive Financial Planning, Inc./PA History No change 270 7 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 225 6 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 31, 2026
IMA Advisory Services, Inc. History No change 228 6 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 229 6 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 07, 2026
JFS WEALTH ADVISORS, LLC History No change 227 6 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 10, 2026
Bogart Wealth, LLC History No change 206 6 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 24, 2026
Bank of New Hampshire History No change 250 6 0.0% 0.0% 501 0 0.0% Q3 2026 Oct 06, 2026
Nemes Rush Group LLC History No change 206 6 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 230 6 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 203 5 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 28, 2026
CKW FINANCIAL GROUP History No change 172 5 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 24, 2026
Community Bank, N.A. History No change 190 5 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 173 5 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 187 5 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 194 5 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 200 5 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 03, 2026
Vanguard National Trust Co History No change 187 5 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 175 5 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 10, 2026
Chung Wu Investment Group, LLC History No change 200 5 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 31, 2026
Philadelphia Investment Partners, LLC History No change 200 5 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 14, 2026
Capital Advisors, Ltd. LLC History No change 135 4 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 16, 2026
Archer Investment Corp History No change 160 4 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 169 4 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 11, 2026
West Financial Advisors, LLC History No change 155 4 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 08, 2026
Rialto Wealth Management, LLC History No change 146 4 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 165 4 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 168 4 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 09, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 148 4 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 131 3 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 28, 2026
Kimelman & Baird, LLC History No change 110 3 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 18, 2026
MCDONALD PARTNERS LLC History No change 130 3 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 28, 2026
Capital Analysts, LLC History No change 104 3 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 05, 2026
Vermillion Wealth Management, Inc. History No change 112 3 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 15, 2026
Princeton Global Asset Management LLC History No change 108 3 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 131 3 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 06, 2026
Bell Investment Advisors, Inc History No change 126 3 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History No change 103 3 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 128 3 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 08, 2026
New England Capital Financial Advisors LLC History No change 110 3 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 27, 2026
Valued Wealth Advisors LLC History No change 117 3 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 20, 2026
Rachor Investment Advisory Services, LLC History No change 127 3 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 16, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 105 3 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 111 3 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 114 3 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 100 2 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 27, 2026
ST GERMAIN D J CO INC History No change 100 2 0.0% 0.0% 540 0 0.0% Q2 2026 Jul 21, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 84 2 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 16, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 80 2 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 100 2 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 28, 2026
FINANCIAL CONSULATE, INC History No change 76 2 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 73 2 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 20, 2026
Center for Financial Planning, Inc. History No change 88 2 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Planning Group LLC History No change 100 2 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 29, 2026
City State Bank History No change 100 2 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 14, 2026
Cherry Tree Wealth Management, LLC History No change 92 2 0.0% 0.0% 549 0 0.0% Q2 2026 Sep 15, 2026
CGC Financial Services, LLC History No change 100 2 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 13, 2026
Bruce G. Allen Investments, LLC History No change 68 2 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 72 2 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 100 2 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 21, 2026
Caldwell Trust Co History No change 100 2 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 96 2 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Reduced 25 1 0.0% 0.0% 559 -50 -66.67% Q3 2026 Oct 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 48 1 0.0% — 568 +48 New Q3 2026 Oct 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 65 1 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 66 1 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 40 1 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 56 1 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 24, 2026
Creative Capital Management Investments LLC History No change 49 1 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 60 1 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 30, 2026
Smartleaf Asset Management LLC History No change 37 1 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 12, 2026
Crews Bank & Trust History No change 50 1 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 16, 2026
Kilter Group LLC History No change 41 1 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 11, 2026
Basepoint Wealth LLC History No change 54 1 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 10, 2026
Align Financial, LLC History No change 35 1 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 27, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -8 -100.0% Q3 2026 Oct 07, 2026
Planning Strategies Inc. History New 2 0 — — — +2 New Q3 2026 Oct 02, 2026
Davis Capital Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 08, 2026
GILL CAPITAL PARTNERS, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
SouthState Bank Corp History No change 32 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
DUNCKER STREETT & CO INC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Minot DeBlois Advisors LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Axiom Investment Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Financial Management Professionals, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 10 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
MV CAPITAL MANAGEMENT, INC. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Moisand Fitzgerald Tamayo, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Silicon Valley Capital Partners History No change 24 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Stone House Investment Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Pacific Center for Financial Services History No change 25 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Truvestments Capital LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Bay Harbor Wealth Management, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
N.E.W. Advisory Services LLC History No change 28 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Elequin Capital, LP History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
TFC Financial Management, Inc. History No change 23 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RMG Wealth Management LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Cromwell Holdings LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Washington Trust Advisors, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
1620 INVESTMENT ADVISORS, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Leo H. Evart, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
DecisionPoint Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
JPL Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 1 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Principia Wealth Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Graney & King, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Boreal Capital Management LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Clark Wealth Partners History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Bravera Wealth History No change 18 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Robinswood Financial LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026