SiteOne Landscape Supply, Inc. - SITE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,474,072 | 511,879 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 59 North Capital Management, LP | History | No change | 2,057,212 | 235,365 | 5.24% | 5.24% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,048,143 | 234,328 | 0.73% | 0.73% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAMCO INC /NY/ | History | No change | 2,028,799 | 232,114 | 0.35% | 0.35% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,004,438 | 229,327 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,934,754 | 221,355 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,727,897 | 197,688 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,653,067 | 189,128 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,234,583 | 140,470 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,376,056 | 124,269 | 0.02% | 0.02% | 10 | +313,686 | 29.53% | Q3 2026 | Nov 04, 2026 |
| Amundi | History | No change | 1,048,747 | 120,043 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,269,658 | 114,662 | 0.85% | 0.95% | 12 | -19 | -0.0% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 992,746 | 113,580 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Capital World Investors | History | No change | 991,818 | 113,473 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impax Asset Management Group plc | History | No change | 836,410 | 95,693 | 0.62% | 0.62% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 793,748 | 90,812 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 756,823 | 86,612 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 711,289 | 81,378 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 630,595 | 72,146 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 586,976 | 67,155 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 520,229 | 59,520 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 649,540 | 58,659 | 1.77% | 2.39% | 22 | -310,746 | -32.36% | Q3 2026 | Nov 02, 2026 |
| Stephens Investment Management Group LLC | History | No change | 502,344 | 57,473 | 0.62% | 0.62% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 481,402 | 55,077 | 1.26% | 1.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 471,553 | 53,951 | 0.42% | 0.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 456,856 | 52,268 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 440,385 | 50,384 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 428,517 | 49,026 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 403,430 | 46,156 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 402,979 | 46,105 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 494,605 | 44,668 | 0.09% | 0.04% | 31 | +319,422 | 182.34% | Q3 2026 | Oct 22, 2026 |
| UBS Group AG | History | No change | 383,667 | 43,895 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 363,716 | 41,612 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 360,721 | 41,270 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACK Asset Management LLC | History | No change | 330,000 | 37,755 | 4.41% | 4.41% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 327,030 | 37,415 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southpoint Capital Advisors LP | History | No change | 300,000 | 34,323 | 0.78% | 0.78% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 280,522 | 32,094 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 263,320 | 30,126 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 259,787 | 29,722 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 255,521 | 29,234 | 0.3% | 0.3% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 245,162 | 28,048 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DF DENT & CO INC | History | No change | 219,910 | 25,159 | 0.48% | 0.48% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 215,835 | 24,693 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 206,741 | 23,653 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 204,231 | 23,366 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 200,514 | 22,940 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 184,612 | 21,419 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Artisan Partners Limited Partnership | History | No change | 185,936 | 21,272 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 180,500 | 20,754 | 0.73% | 0.73% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 177,871 | 20,350 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 176,357 | 20,177 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 171,705 | 19,644 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rivermont Capital Management LP | History | No change | 171,191 | 19,585 | 2.78% | 2.78% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 160,641 | 18,378 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 152,867 | 17,489 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 152,817 | 17,483 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kinetic Partners Management, LP | History | No change | 146,101 | 16,715 | 0.4% | 0.4% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvey Partners, LLC | History | No change | 144,059 | 16,481 | 1.13% | 1.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 143,798 | 16,451 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 133,172 | 15,236 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 164,444 | 14,850 | 0.33% | 0.36% | 62 | +13,773 | 9.14% | Q3 2026 | Oct 08, 2026 |
| SummitTX Capital, L.P. | History | No change | 123,556 | 14,136 | 0.36% | 0.36% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 122,983 | 14,071 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 122,075 | 13,966 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 120,000 | 13,729 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 115,803 | 13,249 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | Added to | 141,072 | 12,740 | 1.58% | 2.44% | 68 | +5,107 | 3.76% | Q3 2026 | Oct 21, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 108,580 | 12,460 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100,885 | 11,766 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 100,401 | 11,486 | 0.97% | 0.97% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 99,100 | 11,338 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 98,561 | 11,276 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 121,462 | 10,969 | 0.0% | 0.0% | 74 | -60,866 | -33.38% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 115,771 | 10,455 | 0.02% | 0.03% | 75 | -19,469 | -14.4% | Q3 2026 | Nov 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 91,242 | 10,438 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 90,537 | 10,358 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 88,900 | 10,171 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 86,350 | 9,879 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 84,508 | 9,674 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 82,400 | 9,427 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 101,592 | 9,143 | 0.93% | 1.1% | 82 | -4,771 | -4.49% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 78,786 | 9,013 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 77,841 | 8,905 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 75,475 | 8,635 | 1.23% | 1.23% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 74,100 | 8,477 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 69,120 | 7,908 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 68,451 | 7,831 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | No change | 67,829 | 7,760 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 67,818 | 7,759 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 84,477 | 7,629 | 1.59% | 1.56% | 91 | +24,642 | 41.18% | Q3 2026 | Oct 29, 2026 |
| Squarepoint Ops LLC | History | No change | 60,982 | 6,976 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 59,568 | 6,815 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 73,845 | 6,668 | 0.0% | 0.0% | 94 | +51,673 | 233.06% | Q3 2026 | Nov 02, 2026 |
| Jain Global LLC | History | No change | 56,174 | 6,426 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 53,739 | 6,148 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,233 | 5,861 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 51,175 | 5,854 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Reduced | 64,000 | 5,779 | 1.65% | 2.06% | 100 | -1,546 | -2.36% | Q3 2026 | Oct 26, 2026 |
| Cerity Partners LLC | History | No change | 50,517 | 5,779 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 46,000 | 5,262 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 56,111 | 5,067 | 0.06% | 0.06% | 102 | +10,463 | 22.92% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 43,817 | 5,013 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 43,263 | 4,949 | 0.26% | 0.26% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 43,176 | 4,939 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 42,824 | 4,899 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 42,265 | 4,835 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 42,038 | 4,809 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMA Capital LLC | History | No change | 42,000 | 4,805 | 2.02% | 2.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crown Oak Advisors, LLC | History | Reduced | 50,417 | 4,553 | 2.15% | 2.74% | 110 | -946 | -1.84% | Q3 2026 | Oct 16, 2026 |
| Empire Life Investments Inc. | History | No change | 39,068 | 4,469 | 0.25% | 0.25% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 47,870 | 4,323 | 0.08% | 0.1% | 112 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Legal & General Group Plc | History | No change | 37,419 | 4,281 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 52,942 | 4,115 | 0.01% | 0.0% | 114 | +35,549 | 204.39% | Q3 2026 | Oct 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 34,978 | 4,001 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 34,871 | 3,989 | 0.21% | 0.21% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 34,789 | 3,980 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 34,772 | 3,978 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 33,527 | 3,835 | 0.25% | 0.25% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 33,125 | 3,789 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 32,714 | 3,742 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 30,936 | 3,539 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,824 | 3,526 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 37,190 | 3,358 | 0.07% | 0.09% | 124 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EFG International AG | History | No change | 28,793 | 3,296 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 35,455 | 3,201 | 1.28% | 1.63% | 126 | -6,494 | -15.48% | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 27,923 | 3,194 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 35,161 | 3,175 | 0.12% | 0.17% | 128 | -4,286 | -10.87% | Q3 2026 | Oct 27, 2026 |
| Oak Thistle LLC | History | Added to | 34,916 | 3,153 | 0.29% | 0.3% | 129 | +7,765 | 28.6% | Q3 2026 | Oct 21, 2026 |
| Holocene Advisors, LP | History | No change | 27,117 | 3,102 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,561 | 3,038 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 26,193 | 2,996 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 26,037 | 2,978 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 32,615 | 2,945 | 0.0% | 0.0% | 134 | -88,230 | -73.01% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 23,813 | 2,724 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 23,407 | 2,677 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,749 | 2,628 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 28,774 | 2,598 | 0.03% | 0.03% | 138 | +2,034 | 7.61% | Q3 2026 | Oct 27, 2026 |
| Madison Asset Management, LLC | History | No change | 21,075 | 2,411 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,688 | 2,366 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,187 | 2,310 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,028 | 2,291 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 24,384 | 2,202 | 0.01% | 0.01% | 143 | -2,989 | -10.92% | Q3 2026 | Nov 05, 2026 |
| Atria Investments, Inc | History | Added to | 23,537 | 2,125 | 0.02% | 0.02% | 144 | +4,568 | 24.08% | Q3 2026 | Oct 15, 2026 |
| Treasurer of the State of North Carolina | History | No change | 18,558 | 2,123 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 18,101 | 2,070 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 18,098 | 2,070 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 17,640 | 2,018 | 0.45% | 0.45% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,575 | 2,010 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 17,385 | 1,989 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 17,382 | 1,988 | 1.33% | 1.33% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSSIAM | History | No change | 17,176 | 1,965 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 17,101 | 1,956 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 17,001 | 1,945 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,880 | 1,931 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,633 | 1,902 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Reduced | 21,003 | 1,896 | 0.66% | 0.86% | 157 | -927 | -4.23% | Q3 2026 | Nov 03, 2026 |
| LRT Capital Management, LLC | History | No change | 16,146 | 1,847 | 1.2% | 1.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,596 | 1,679 | 0.0% | 0.0% | 159 | -4,462 | -19.35% | Q3 2026 | Oct 30, 2026 |
| Focus Partners Wealth | History | No change | 14,547 | 1,664 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 18,000 | 1,625 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 17,969 | 1,622 | 0.04% | — | 162 | +17,969 | New | Q3 2026 | Oct 16, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,066 | 1,609 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 13,280 | 1,519 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,222 | 1,512 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,134 | 1,502 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Numerai GP LLC | History | No change | 12,712 | 1,454 | 0.12% | 0.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 15,297 | 1,381 | 0.0% | 0.01% | 168 | -702 | -4.39% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 15,276 | 1,379 | 0.0% | 0.0% | 169 | +38 | 0.25% | Q3 2026 | Nov 05, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 15,144 | 1,367 | 0.01% | 0.03% | 170 | -14,081 | -48.18% | Q3 2026 | Oct 30, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,739 | 1,343 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 14,820 | 1,339 | 0.01% | — | 172 | +14,820 | New | Q3 2026 | Oct 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 11,417 | 1,306 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,378 | 1,301 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,900 | 1,247 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 10,630 | 1,216 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,095 | 1,154 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,726 | 1,149 | 0.01% | 0.0% | 178 | +9,886 | 348.1% | Q3 2026 | Oct 23, 2026 |
| Sone Capital Management, LLC | History | No change | 9,919 | 1,134 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 12,482 | 1,127 | 0.01% | 0.01% | 180 | +255 | 2.09% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,392 | 1,074 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,374 | 1,072 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 11,869 | 1,071 | 0.01% | 0.02% | 183 | -5,734 | -32.57% | Q3 2026 | Oct 23, 2026 |
| Verition Fund Management LLC | History | No change | 9,346 | 1,069 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Villanova Investment Management Co | History | New | 11,400 | 1,029 | 1.03% | — | 185 | +11,400 | New | Q3 2026 | Nov 02, 2026 |
| Quadrature Capital Ltd | History | No change | 8,984 | 1,027 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entropy Technologies, LP | History | No change | 8,982 | 1,027 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,518 | 974 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,516 | 974 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,504 | 972 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,805 | 885 | 0.02% | 0.01% | 192 | +6,457 | 192.86% | Q3 2026 | Nov 03, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,806 | 885 | 0.0% | 0.01% | 191 | -1,026 | -9.47% | Q3 2026 | Oct 14, 2026 |
| &PARTNERS | History | No change | 7,502 | 858 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 8,271 | 853 | 0.02% | — | 194 | +8,271 | New | Q3 2026 | Oct 26, 2026 |
| Edgestream Partners, L.P. | History | No change | 7,339 | 839 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 9,000 | 812 | 0.03% | 0.04% | 196 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,910 | 790 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 6,887 | 787 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legato Capital Management LLC | History | No change | 6,666 | 762 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,636 | 759 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 6,414 | 733 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 7,986 | 721 | 0.03% | 0.05% | 202 | -2,163 | -21.31% | Q3 2026 | Oct 16, 2026 |
| Callan Family Office, LLC | History | No change | 6,308 | 721 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARKEL GROUP INC. | History | New | 7,956 | 718 | 0.01% | — | 204 | +7,956 | New | Q3 2026 | Oct 30, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 7,892 | 712 | 0.26% | 0.28% | 205 | +1,208 | 18.07% | Q3 2026 | Oct 14, 2026 |
| WINTON GROUP Ltd | History | No change | 5,900 | 675 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banque Transatlantique SA | History | No change | 5,614 | 642 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Voleon Capital Management LP | History | No change | 5,608 | 641 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 6,967 | 629 | 0.01% | — | 209 | +6,967 | New | Q3 2026 | Oct 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,871 | 620 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 5,396 | 617 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sivia Capital Partners, LLC | History | No change | 5,369 | 614 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Krilogy Financial LLC | History | Added to | 6,871 | 604 | 0.02% | 0.01% | 213 | +2,828 | 69.95% | Q3 2026 | Oct 13, 2026 |
| Vancity Investment Management Ltd | History | No change | 5,113 | 585 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,079 | 581 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,032 | 576 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 4,941 | 565 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,239 | 563 | 0.02% | 0.02% | 218 | +1,463 | 30.63% | Q3 2026 | Oct 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 4,818 | 550 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 4,753 | 543 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 6,032 | 529 | 0.01% | — | 221 | +6,032 | New | Q3 2026 | Oct 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,577 | 523 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CenterBook Partners LP | History | New | 5,539 | 500 | 0.02% | — | 223 | +5,539 | New | Q3 2026 | Nov 02, 2026 |
| Tidal Investments LLC | History | No change | 4,092 | 468 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 4,056 | 464 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,996 | 457 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 3,982 | 455 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 5,045 | 455 | 0.08% | 0.1% | 228 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SG Americas Securities, LLC | History | No change | 3,831 | 438 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,766 | 430 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 3,732 | 426 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,649 | 417 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | No change | 4,617 | 416 | 0.0% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,606 | 415 | 0.01% | 0.01% | 234 | -829 | -15.25% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,547 | 405 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 3,525 | 402 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,506 | 401 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,334 | 381 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,135 | 373 | 0.0% | 0.0% | 239 | -41 | -0.98% | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 4,101 | 370 | 0.01% | 0.01% | 240 | +1,904 | 86.66% | Q3 2026 | Oct 08, 2026 |
| Parcion Private Wealth LLC | History | New | 4,015 | 362 | 0.02% | — | 241 | +4,015 | New | Q3 2026 | Oct 28, 2026 |
| SUMMITRY LLC | History | No change | 3,119 | 356 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MBL Wealth, LLC | History | New | 3,929 | 354 | 0.02% | — | 243 | +3,929 | New | Q3 2026 | Oct 22, 2026 |
| Graham Capital Management, L.P. | History | No change | 2,981 | 341 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 3,699 | 334 | 0.1% | 0.33% | 245 | -7,956 | -68.26% | Q3 2026 | Oct 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,911 | 333 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hill City Capital, LP | History | No change | 2,900 | 331 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Curated Wealth Partners LLC | History | New | 3,645 | 329 | 0.03% | — | 248 | +3,645 | New | Q3 2026 | Oct 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 3,600 | 325 | 0.0% | 0.0% | 249 | -4,500 | -55.56% | Q3 2026 | Nov 05, 2026 |
| Ruffer LLP | History | No change | 2,790 | 318 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | New | 3,508 | 316 | 0.0% | — | 251 | +3,508 | New | Q3 2026 | Oct 28, 2026 |
| DnB Asset Management AS | History | No change | 2,704 | 309 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 2,613 | 298 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,579 | 295 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,263 | 294 | 0.01% | 0.01% | 255 | -160 | -4.67% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,531 | 289 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | New | 3,128 | 282 | 0.0% | — | 258 | +3,128 | New | Q3 2026 | Nov 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,465 | 282 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| XPONANCE LLC | History | Reduced | 3,121 | 281 | 0.0% | 0.0% | 259 | -191 | -5.77% | Q3 2026 | Nov 03, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,094 | 279 | 0.0% | 0.0% | 260 | +54 | 1.78% | Q3 2026 | Nov 03, 2026 |
| Bull Harbor Capital LLC | History | No change | 2,440 | 279 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,435 | 278 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | New | 3,091 | 277 | 0.01% | — | 263 | +3,091 | New | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,396 | 274 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 2,375 | 271 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,351 | 268 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Utah Retirement Systems | History | No change | 2,336 | 267 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,324 | 265 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,320 | 265 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | No change | 2,265 | 259 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 2,816 | 254 | 0.33% | — | 271 | +2,816 | New | Q3 2026 | Nov 04, 2026 |
| DUTCH ASSET Corp | History | No change | 2,800 | 252 | 0.12% | 0.16% | 272 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CONNABLE OFFICE INC | History | No change | 2,191 | 250 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,185 | 249 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,137 | 244 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,672 | 241 | 0.0% | 0.0% | 276 | +143 | 5.65% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,632 | 237 | 0.01% | 0.0% | 277 | +1,354 | 105.95% | Q3 2026 | Nov 04, 2026 |
| MAI Capital Management | History | No change | 2,066 | 236 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,585 | 233 | 0.01% | — | 279 | +2,585 | New | Q3 2026 | Oct 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,008 | 229 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 2,530 | 228 | 0.0% | — | 281 | +2,530 | New | Q3 2026 | Nov 04, 2026 |
| HUB Investment Partners, LLC | History | New | 2,527 | 228 | 0.0% | — | 282 | +2,527 | New | Q3 2026 | Nov 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 2,506 | 226 | 0.0% | 0.0% | 283 | +346 | 16.02% | Q3 2026 | Nov 04, 2026 |
| Claret Asset Management Corp | History | No change | 1,966 | 225 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaGrep UK Ltd | History | No change | 1,958 | 224 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,942 | 222 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,429 | 219 | 0.01% | — | 288 | +2,429 | New | Q3 2026 | Oct 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,427 | 219 | 0.0% | — | 287 | +2,427 | New | Q3 2026 | Nov 05, 2026 |
| VestGen Advisors, LLC | History | New | 2,389 | 215 | 0.01% | — | 289 | +2,389 | New | Q3 2026 | Oct 27, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,820 | 208 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,300 | 207 | 0.0% | — | 291 | +2,300 | New | Q3 2026 | Oct 21, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 2,285 | 205 | 0.0% | — | 292 | +2,285 | New | Q3 2026 | Oct 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,265 | 204 | 0.01% | — | 293 | +2,265 | New | Q3 2026 | Oct 22, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 2,249 | 203 | 0.0% | — | 294 | +2,249 | New | Q3 2026 | Nov 04, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 1,764 | 201 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 1,537 | 175 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,265 | 170 | 0.13% | 0.13% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | Added to | 1,732 | 156 | 0.07% | 0.01% | 298 | +1,444 | 501.39% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,721 | 155 | 0.0% | 0.0% | 299 | +1,359 | 375.41% | Q3 2026 | Oct 08, 2026 |
| State of Wyoming | History | Added to | 1,715 | 154 | 0.01% | 0.01% | 300 | +804 | 88.25% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,268 | 114 | 0.0% | 0.0% | 301 | -43 | -3.28% | Q3 2026 | Oct 22, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 1,000 | 114 | 0.09% | 0.09% | 302 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 987 | 112 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 948 | 108 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 1,174 | 106 | 0.02% | 0.03% | 305 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,159 | 104 | 0.0% | 0.0% | 306 | +757 | 188.31% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Added to | 1,108 | 100 | 0.0% | 0.0% | 307 | +657 | 145.68% | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 835 | 95 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 791 | 90 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 742 | 84 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 711 | 81 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 881 | 79 | 0.02% | 0.01% | 312 | +486 | 123.04% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 659 | 75 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 32,161 | 71 | 0.02% | 1.51% | 314 | -44,163 | -57.86% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 782 | 70 | 0.0% | — | 316 | +782 | New | Q3 2026 | Oct 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 617 | 70 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | Added to | 730 | 65 | 0.0% | 0.0% | 317 | +661 | 957.97% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 656 | 59 | 0.01% | 0.0% | 318 | +506 | 337.33% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 643 | 58 | 0.0% | 0.0% | 319 | +498 | 343.45% | Q3 2026 | Oct 23, 2026 |
| STRS OHIO | History | Reduced | 599 | 54 | 0.0% | 0.0% | 320 | -320 | -34.82% | Q3 2026 | Oct 30, 2026 |
| HM PAYSON & CO | History | No change | 398 | 45 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 420 | 37 | 0.0% | 0.0% | 322 | +224 | 114.29% | Q3 2026 | Oct 01, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 329 | 37 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 277 | 31 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 238 | 31 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 270 | 30 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 319 | 28 | 0.0% | 0.0% | 327 | +305 | 2178.57% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO | History | No change | 218 | 24 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 197 | 22 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 194 | 22 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 186 | 21 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 193 | 21 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 167 | 19 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | Added to | 206 | 18 | 0.03% | 0.02% | 335 | +9 | 4.57% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 165 | 18 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 140 | 16 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 163 | 14 | 0.0% | — | 339 | +163 | New | Q3 2026 | Nov 02, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 163 | 14 | 0.01% | — | 340 | +163 | New | Q3 2026 | Oct 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 163 | 14 | 0.0% | 0.0% | 337 | +19 | 13.19% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 124 | 14 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 149 | 13 | 0.0% | 0.0% | 341 | +49 | 49.0% | Q3 2026 | Nov 04, 2026 |
| CrossGen Wealth, LLC | History | No change | 150 | 13 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 108 | 12 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 97 | 11 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 118 | 10 | 0.0% | — | 346 | +118 | New | Q3 2026 | Oct 19, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 114 | 10 | 0.0% | 0.01% | 345 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 80 | 9 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 89 | 8 | 0.0% | 0.0% | 349 | +6 | 7.23% | Q3 2026 | Oct 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 72 | 8 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 88 | 7 | 0.0% | — | 356 | +88 | New | Q3 2026 | Oct 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 84 | 7 | 0.0% | — | 355 | +84 | New | Q3 2026 | Oct 07, 2026 |
| ASSETMARK, INC | History | New | 83 | 7 | 0.0% | — | 354 | +83 | New | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 68 | 7 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 85 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 78 | 7 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 71 | 6 | 0.0% | 0.02% | 358 | -1,221 | -94.5% | Q3 2026 | Oct 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 72 | 6 | 0.0% | — | 359 | +72 | New | Q3 2026 | Oct 16, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 72 | 6 | 0.0% | 0.0% | 357 | -35 | -32.71% | Q3 2026 | Oct 26, 2026 |
| BFSG, LLC | History | New | 65 | 5 | 0.0% | — | 364 | +65 | New | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 61 | 5 | 0.0% | 0.0% | 361 | -18 | -22.78% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWAN Capital LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 49 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | New | 49 | 4 | 0.0% | — | 369 | +49 | New | Q3 2026 | Oct 02, 2026 |
| Activest Wealth Management | History | New | 46 | 4 | 0.0% | — | 366 | +46 | New | Q3 2026 | Oct 15, 2026 |
| Covestor Ltd | History | Added to | 40 | 4 | 0.0% | 0.0% | 367 | +5 | 14.29% | Q3 2026 | Oct 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 52 | 4 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 37 | 3 | 0.0% | — | 372 | +37 | New | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | No change | 36 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 25 | 2 | 0.0% | — | 378 | +25 | New | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26 | 2 | 0.0% | 0.0% | 377 | +12 | 85.71% | Q3 2026 | Oct 16, 2026 |
| TD Capital Management LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 31 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 25 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 21 | 1 | 0.0% | — | 392 | +21 | New | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 17 | 1 | 0.0% | — | 390 | +17 | New | Q3 2026 | Oct 13, 2026 |
| Clark Wealth Partners | History | New | 16 | 1 | 0.0% | — | 393 | +16 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 12 | 1 | 0.0% | — | 391 | +12 | New | Q3 2026 | Nov 03, 2026 |
| Cromwell Holdings LLC | History | Added to | 13 | 1 | 0.0% | 0.0% | 385 | +1 | 8.33% | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 12 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 14 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | No change | 8 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 13 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -211,130 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.07% | — | -170,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| EULAV Asset Management | History | Closed out | 0 | 0 | — | 0.19% | — | -51,100 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,528 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,397 | -100.0% | Q3 2026 | Oct 26, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -2,821 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,763 | -100.0% | Q3 2026 | Oct 22, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -2,610 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Malaga Cove Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,581 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Baker Ellis Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,200 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,139 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,096 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,752 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,169 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Burk Holdings LLC | History | Closed out | 0 | 0 | — | — | — | -400 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Owl Creek Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -68 | -95.77% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -37 | -97.37% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2026 | Oct 20, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -12 | -63.16% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -7 | -58.33% | Q3 2026 | Oct 27, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q3 2026 | Oct 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 8 | 0 | — | 0.0% | — | -5 | -38.46% | Q3 2026 | Nov 05, 2026 |
| Fairway Wealth LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q3 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Planning Strategies Inc. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 02, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -1 | -10.0% | Q3 2026 | Oct 29, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 28, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 22, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |