SUN LIFE FINANCIAL INC - SLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Reduced | 43,857,320 | 3,439,290 | 0.51% | 0.48% | 1 | -260,948 | -0.59% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 16,048,272 | 1,259,981 | 0.03% | 0.03% | 2 | +73,621 | 0.46% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,439,736 | 975,693 | 0.32% | 0.25% | 3 | +1,842,386 | 17.39% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 10,101,426 | 792,806 | 0.69% | 0.71% | 4 | -3,921,572 | -27.97% | Q2 2026 | Aug 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 6,244,664 | 695,343 | 0.7% | 0.46% | 5 | +142,127 | 2.33% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 8,076,018 | 633,507 | 1.02% | 1.01% | 6 | -1,772,421 | -18.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 7,965,126 | 624,625 | 0.31% | 0.52% | 7 | -1,098,752 | -12.12% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 6,930,024 | 544,051 | 0.82% | 0.75% | 8 | +60,744 | 0.88% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,460,912 | 526,427 | 0.03% | 0.02% | 9 | +674,856 | 11.66% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | New | 6,370,400 | 499,653 | 0.05% | — | 10 | +6,370,400 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 6,004,087 | 471,394 | 0.02% | 0.02% | 11 | +157,188 | 2.69% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | Added to | 5,916,829 | 464,543 | 0.33% | 0.0% | 12 | +5,913,508 | 178064.08% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,850,227 | 457,769 | 0.33% | 0.37% | 13 | -828,814 | -12.41% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,506,035 | 433,831 | 1.14% | 1.03% | 14 | -22,099 | -0.4% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,324,854 | 415,566 | 1.27% | 1.23% | 15 | -157,299 | -2.87% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 4,909,410 | 385,447 | 0.08% | 0.08% | 16 | -1,098 | -0.02% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 4,830,967 | 378,904 | 0.44% | 0.77% | 17 | -3,711,810 | -43.45% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 4,281,703 | 336,165 | 0.16% | 0.13% | 18 | +328,575 | 8.31% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 3,839,581 | 300,874 | 0.66% | 0.21% | 19 | +2,480,709 | 182.56% | Q2 2026 | Aug 03, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,739,937 | 293,050 | 0.23% | 0.37% | 20 | -3,205,327 | -46.15% | Q2 2026 | Sep 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 3,735,388 | 292,979 | 0.16% | 0.16% | 21 | -256,542 | -6.43% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 3,571,561 | 280,311 | 0.06% | 0.06% | 22 | -258,175 | -6.74% | Q2 2026 | Aug 14, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Reduced | 3,144,427 | 246,789 | 3.65% | 3.29% | 23 | -119,981 | -3.68% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,144,681 | 245,897 | 0.92% | 0.84% | 24 | -118,317 | -3.63% | Q2 2026 | Aug 11, 2026 |
| Fiera Capital Corp | History | Added to | 3,126,682 | 245,042 | 0.89% | 0.49% | 25 | +824,687 | 35.82% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,980,877 | 232,776 | 0.01% | 0.01% | 26 | +215,075 | 7.78% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,810,328 | 220,567 | 0.04% | 0.03% | 27 | +639,979 | 29.49% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,529,769 | 198,384 | 0.01% | 0.01% | 28 | -456,625 | -15.29% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,401,503 | 188,325 | 0.02% | 0.02% | 29 | +282,549 | 13.33% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 2,061,273 | 161,431 | 1.19% | 0.64% | 30 | +686,356 | 49.92% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,851,199 | 145,290 | 0.02% | 0.02% | 31 | +104,328 | 5.97% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,828,134 | 143,357 | 0.03% | 0.02% | 32 | +126,206 | 7.42% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | Reduced | 1,790,200 | 140,142 | 0.07% | 0.07% | 33 | -74,000 | -3.97% | Q2 2026 | Aug 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,743,457 | 136,834 | 1.01% | 1.23% | 34 | -1,163,635 | -40.03% | Q2 2026 | Aug 12, 2026 |
| SIG North Trading, ULC | History | Reduced | 1,738,100 | 136,301 | 2.51% | 2.4% | 35 | -170,941 | -8.95% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,703,192 | 133,584 | 0.06% | 0.06% | 36 | +68,456 | 4.19% | Q2 2026 | Aug 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 1,486,005 | 116,628 | 0.17% | 0.1% | 37 | +528,973 | 55.27% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,315,807 | 103,203 | 0.2% | 0.21% | 38 | -169,973 | -11.44% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Added to | 1,293,691 | 101,451 | 0.02% | 0.02% | 39 | +117,210 | 9.96% | Q2 2026 | Aug 11, 2026 |
| Alberta Investment Management Corp | History | Added to | 1,274,072 | 99,930 | 0.56% | 0.37% | 40 | +292,719 | 29.83% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 1,236,677 | 97,093 | 0.07% | 0.06% | 41 | +121,171 | 10.86% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management, Inc. | History | Reduced | 1,168,774 | 91,582 | 2.22% | 3.76% | 42 | -1,062,650 | -47.62% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | Added to | 1,110,583 | 87,091 | 0.01% | 0.01% | 43 | +404,775 | 57.35% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 815,674 | 84,845 | 0.33% | 0.28% | 44 | +102,735 | 14.41% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,073,257 | 84,164 | 0.02% | 0.02% | 45 | +67,515 | 6.71% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,040,385 | 81,587 | 0.0% | 0.0% | 46 | +126,302 | 13.82% | Q2 2026 | Aug 07, 2026 |
| Polar Asset Management Partners Inc. | History | New | 1,001,122 | 78,481 | 1.29% | — | 47 | +1,001,122 | New | Q2 2026 | Aug 14, 2026 |
| Value Partners Investments Inc. | History | Reduced | 921,226 | 72,187 | 5.04% | 5.37% | 48 | -204,998 | -18.2% | Q2 2026 | Jul 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 913,881 | 71,678 | 0.19% | 0.1% | 49 | +393,134 | 75.49% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 889,886 | 69,784 | 0.0% | 0.01% | 50 | -240,323 | -21.26% | Q2 2026 | Aug 14, 2026 |
| BCV Asset Management Inc. | History | Reduced | 866,769 | 67,771 | 2.05% | 1.89% | 51 | -13,215 | -1.5% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,049,330 | 65,395 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 830,737 | 65,102 | 0.07% | 0.07% | 53 | -170,575 | -17.04% | Q2 2026 | Aug 12, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 783,684 | 61,430 | 1.66% | 1.48% | 54 | -37,878 | -4.61% | Q2 2026 | Aug 12, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 712,381 | 55,874 | 0.35% | 0.26% | 55 | +251 | 0.04% | Q2 2026 | Aug 13, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 699,721 | 54,932 | 1.56% | 0.73% | 56 | +292,010 | 71.62% | Q2 2026 | Jul 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 667,734 | 52,390 | 0.12% | 0.1% | 57 | +30,104 | 4.72% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 665,994 | 52,227 | 0.01% | 0.01% | 58 | +41,291 | 6.61% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 563,146 | 51,565 | 0.02% | 0.01% | 59 | +332,049 | 143.68% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 656,501 | 51,483 | 0.91% | 0.81% | 60 | -5,557 | -0.84% | Q2 2026 | Aug 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 654,212 | 51,312 | 0.03% | 0.03% | 61 | -86,065 | -11.63% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | New | 600,000 | 47,031 | 0.49% | — | 62 | +600,000 | New | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 593,808 | 46,532 | 0.04% | 0.04% | 63 | +53,013 | 9.8% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 569,872 | 44,712 | 0.05% | 0.0% | 64 | +560,972 | 6303.06% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 568,300 | 44,602 | 0.38% | 0.14% | 65 | +380,100 | 201.97% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 533,151 | 41,809 | 0.0% | 0.0% | 66 | -8,263 | -1.53% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | Reduced | 532,137 | 41,709 | 0.06% | 0.06% | 67 | -53,166 | -9.08% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 521,234 | 40,908 | 0.99% | 0.78% | 68 | +51,023 | 10.85% | Q2 2026 | Aug 14, 2026 |
| PERISCOPE CAPITAL INC. | History | Added to | 500,000 | 39,239 | 3.44% | 1.94% | 69 | +221,300 | 79.4% | Q2 2026 | Aug 11, 2026 |
| QV Investors Inc. | History | Reduced | 487,300 | 38,246 | 2.94% | 2.61% | 70 | -29,210 | -5.66% | Q2 2026 | Jul 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 460,354 | 36,143 | 0.02% | 0.01% | 71 | +71,860 | 18.5% | Q2 2026 | Aug 12, 2026 |
| Korea Investment CORP | History | Added to | 452,708 | 35,530 | 0.07% | 0.06% | 72 | +24,380 | 5.69% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 444,993 | 34,899 | 0.02% | 0.03% | 73 | -135,313 | -23.32% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 426,545 | 33,477 | 0.03% | 0.03% | 74 | +6,401 | 1.52% | Q2 2026 | Jul 30, 2026 |
| Purpose Unlimited Inc. | History | Added to | 418,903 | 32,918 | 1.26% | 0.99% | 75 | +35,235 | 9.18% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 403,750 | 31,662 | 0.22% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 402,534 | 31,592 | 0.01% | 0.01% | 77 | +13,520 | 3.48% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 388,702 | 30,507 | 0.06% | 0.02% | 78 | +238,071 | 158.05% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 374,133 | 29,313 | 0.01% | 0.01% | 79 | -149,600 | -28.56% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 372,413 | 29,204 | 0.02% | 0.03% | 80 | -182,600 | -32.9% | Q2 2026 | Aug 14, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 358,349 | 28,096 | 0.65% | 0.54% | 81 | -15,947 | -4.26% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 339,460 | 26,620 | 2.21% | 1.9% | 82 | -14,267 | -4.03% | Q2 2026 | Aug 11, 2026 |
| APG Asset Management N.V. | History | Added to | 387,125 | 26,575 | 0.07% | 0.05% | 83 | +87,917 | 29.38% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 317,342 | 24,906 | 0.07% | 0.07% | 84 | -2,436 | -0.76% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 313,515 | 24,462 | 0.04% | 0.06% | 85 | -240,148 | -43.37% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 292,168 | 22,911 | 0.0% | 0.01% | 86 | -896,326 | -75.42% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 283,986 | 22,296 | 0.06% | 0.05% | 87 | +9,740 | 3.55% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 272,744 | 21,392 | 0.0% | 0.0% | 88 | -7,346 | -2.62% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 260,442 | 20,439 | 0.01% | 0.01% | 89 | -4,615 | -1.74% | Q2 2026 | Aug 13, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 253,687 | 19,910 | 0.12% | 0.13% | 90 | -63,850 | -20.11% | Q2 2026 | Aug 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 250,808 | 19,668 | 0.53% | 0.55% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 249,498 | 19,565 | 0.02% | 0.02% | 92 | +59,738 | 31.48% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 222,230 | 17,427 | 0.0% | 0.0% | 93 | +88,595 | 66.3% | Q2 2026 | Sep 02, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Reduced | 204,800 | 16,071 | 1.85% | 2.97% | 94 | -189,600 | -48.07% | Q2 2026 | Aug 06, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Added to | 200,872 | 15,765 | 0.24% | 0.19% | 95 | +31 | 0.02% | Q2 2026 | Jul 21, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 200,000 | 15,687 | 0.02% | 0.16% | 96 | -1,401,200 | -87.51% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 186,447 | 14,621 | 0.19% | 0.18% | 97 | -3,842 | -2.02% | Q2 2026 | Jul 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 174,000 | 13,656 | 0.03% | 0.02% | 98 | -700 | -0.4% | Q2 2026 | Aug 14, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 166,933 | 13,100 | 2.69% | 2.28% | 99 | +13,183 | 8.57% | Q2 2026 | Jul 28, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 163,178 | 12,795 | 0.09% | 0.08% | 100 | -3,148 | -1.89% | Q2 2026 | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Reduced | 162,293 | 12,738 | 0.1% | 0.09% | 101 | -57,300 | -26.09% | Q2 2026 | Jul 31, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 160,789 | 12,619 | 0.1% | 0.08% | 102 | +29,490 | 22.46% | Q2 2026 | Jul 08, 2026 |
| Addenda Capital Inc. | History | No change | 112,410 | 12,516 | 0.34% | 0.28% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 157,078 | 12,318 | 0.0% | 0.0% | 104 | +108,116 | 220.82% | Q2 2026 | Aug 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 152,039 | 11,922 | 0.02% | 0.02% | 105 | -3,220 | -2.07% | Q2 2026 | Aug 13, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Added to | 95,016 | 10,580 | 0.49% | 0.3% | 106 | +7,700 | 8.82% | Q2 2026 | Aug 13, 2026 |
| Murchinson Ltd. | History | New | 130,000 | 10,194 | 1.41% | — | 107 | +130,000 | New | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | Reduced | 128,156 | 10,057 | 0.91% | 0.76% | 108 | -17,666 | -12.11% | Q2 2026 | Jul 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 126,712 | 9,936 | 0.17% | 0.08% | 109 | +64,101 | 102.38% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 125,660 | 9,854 | 0.0% | 0.0% | 110 | +118,060 | 1553.42% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 125,123 | 9,820 | 0.04% | 0.04% | 111 | -10,602 | -7.81% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 121,523 | 9,515 | 0.04% | 0.03% | 112 | +14,325 | 13.36% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Added to | 119,029 | 9,334 | 0.01% | 0.0% | 113 | +13,416 | 12.7% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | New | 113,016 | 8,870 | 0.03% | — | 114 | +113,016 | New | Q2 2026 | Sep 08, 2026 |
| CITIGROUP INC | History | Reduced | 104,112 | 8,171 | 0.0% | 0.0% | 115 | -41,774 | -28.63% | Q2 2026 | Aug 03, 2026 |
| Twin Tree Management, LP | History | New | 102,955 | 8,073 | 0.15% | — | 116 | +102,955 | New | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 94,343 | 7,399 | 0.01% | 0.0% | 117 | +66,538 | 239.3% | Q2 2026 | Aug 14, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Reduced | 93,369 | 7,328 | 0.16% | 0.4% | 118 | -166,534 | -64.08% | Q2 2026 | Jul 24, 2026 |
| SEB Asset Management AB | History | Added to | 90,986 | 7,140 | 0.03% | 0.02% | 119 | +630 | 0.7% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 91,035 | 7,138 | 0.01% | — | 120 | +91,035 | New | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Reduced | 88,782 | 6,963 | 0.01% | 0.03% | 121 | -164,672 | -64.97% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 84,882 | 6,661 | 0.06% | 0.03% | 122 | +34,222 | 67.55% | Q2 2026 | Aug 10, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 81,943 | 6,433 | 0.09% | 0.09% | 123 | -1,601 | -1.92% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 80,563 | 6,317 | 0.01% | 0.01% | 124 | +979 | 1.23% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 80,366 | 6,302 | 0.0% | 0.0% | 125 | +8,857 | 12.39% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 79,294 | 6,218 | 0.0% | 0.0% | 126 | +8,587 | 12.14% | Q2 2026 | Aug 14, 2026 |
| Investment Management Corp of Ontario | History | Added to | 79,090 | 6,202 | 0.08% | 0.06% | 127 | +200 | 0.25% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 75,117 | 5,890 | 0.01% | 0.01% | 128 | -499 | -0.66% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 74,538 | 5,850 | 0.04% | 0.04% | 129 | +2,222 | 3.07% | Q2 2026 | Jul 23, 2026 |
| Aviso Financial Inc. | History | Reduced | 74,107 | 5,815 | 0.2% | 0.26% | 130 | -41,697 | -36.01% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 73,657 | 5,773 | 0.0% | — | 131 | +73,657 | New | Q2 2026 | Aug 14, 2026 |
| Generali Asset Management SPA SGR | History | Reduced | 51,399 | 5,723 | 0.1% | 0.12% | 132 | -17,074 | -24.94% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Reduced | 72,484 | 5,684 | 0.0% | 0.0% | 133 | -39,929 | -35.52% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | Reduced | 70,945 | 5,563 | 0.48% | 0.42% | 134 | -1,898 | -2.61% | Q2 2026 | Jul 31, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Added to | 50,117 | 5,244 | 0.1% | 0.06% | 135 | +44,835 | 848.83% | Q2 2026 | Jul 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 83,904 | 5,243 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| USS Investment Management Ltd | History | Reduced | 61,722 | 4,833 | 0.02% | 0.02% | 137 | -12,719 | -17.09% | Q2 2026 | Aug 11, 2026 |
| Avanza Fonder AB | History | No change | 42,869 | 4,773 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantbot Technologies LP | History | New | 60,490 | 4,743 | 0.19% | — | 139 | +60,490 | New | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,109 | 4,713 | 0.01% | 0.0% | 140 | +6,898 | 12.96% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | Reduced | 59,172 | 4,640 | 0.13% | 0.12% | 141 | -4,479 | -7.04% | Q2 2026 | Jul 14, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 58,466 | 4,565 | 0.5% | 0.48% | 142 | +86 | 0.15% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | Added to | 55,640 | 4,366 | 0.03% | 0.02% | 143 | +9,141 | 19.66% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,524 | 4,354 | 0.01% | 0.0% | 144 | +2,299 | 4.32% | Q2 2026 | Jul 29, 2026 |
| Utah Retirement Systems | History | Reduced | 55,263 | 4,337 | 0.04% | 0.04% | 145 | -5,829 | -9.54% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,090 | 4,324 | 0.01% | 0.01% | 146 | +328 | 0.6% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 54,269 | 4,255 | 0.0% | 0.0% | 147 | +405 | 0.75% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 50,742 | 3,982 | 0.01% | 0.01% | 148 | +8,224 | 19.34% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 49,892 | 3,911 | 0.01% | 0.0% | 149 | +137 | 0.28% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 58,346 | 3,650 | 0.0% | 0.0% | 150 | +4,162 | 7.68% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 46,355 | 3,635 | 0.0% | 0.0% | 151 | -766 | -1.63% | Q2 2026 | Aug 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 45,797 | 3,593 | 0.97% | 0.88% | 152 | +218 | 0.48% | Q2 2026 | Aug 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 44,954 | 3,525 | 0.18% | — | 153 | +44,954 | New | Q2 2026 | Aug 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 42,865 | 3,361 | 2.5% | 2.19% | 154 | -111 | -0.26% | Q2 2026 | Jul 24, 2026 |
| PEAK6 LLC | History | New | 42,500 | 3,332 | 0.01% | — | 155 | +42,500 | New | Q2 2026 | Aug 12, 2026 |
| Gulf International Bank (UK) Ltd | History | Reduced | 42,042 | 3,297 | 0.06% | 0.06% | 156 | -633 | -1.48% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 41,445 | 3,250 | 0.07% | 0.09% | 157 | -8,707 | -17.36% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 39,786 | 3,120 | 0.01% | — | 158 | +39,786 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 38,270 | 3,001 | 0.01% | 0.01% | 159 | +10,020 | 35.47% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 26,405 | 2,929 | 0.28% | 0.23% | 160 | +983 | 3.87% | Q2 2026 | Jul 27, 2026 |
| Plato Investment Management Ltd | History | Added to | 37,016 | 2,888 | 0.16% | 0.04% | 161 | +26,300 | 245.43% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Added to | 35,042 | 2,748 | 0.0% | 0.0% | 162 | +184 | 0.53% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 34,281 | 2,686 | 0.15% | 0.13% | 163 | +550 | 1.63% | Q2 2026 | Jul 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 33,258 | 2,608 | 0.05% | 0.04% | 164 | +3,585 | 12.08% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,568 | 2,553 | 0.02% | 0.02% | 165 | +2,339 | 7.74% | Q2 2026 | Aug 11, 2026 |
| Sustainable Insight Capital Management, LLC | History | New | 31,300 | 2,455 | 1.05% | — | 166 | +31,300 | New | Q2 2026 | Aug 19, 2026 |
| MidFirst Bank | History | Reduced | 30,593 | 2,399 | 0.17% | 0.16% | 167 | -29 | -0.09% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 30,271 | 2,373 | 0.06% | 0.03% | 168 | +13,610 | 81.69% | Q2 2026 | Aug 14, 2026 |
| Kepler Cheuvreux (Suisse) SA | History | Reduced | 21,291 | 2,370 | 0.14% | 0.99% | 169 | -149,069 | -87.5% | Q2 2026 | Jul 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 29,743 | 2,332 | 0.03% | 0.03% | 170 | +1,703 | 6.07% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,205 | 2,291 | 0.0% | 0.0% | 171 | +7,264 | 33.11% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Reduced | 28,682 | 2,249 | 0.01% | 0.01% | 172 | -100 | -0.35% | Q2 2026 | Aug 04, 2026 |
| Ethic Inc. | History | Added to | 27,788 | 2,179 | 0.03% | 0.01% | 173 | +20,890 | 302.84% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | Added to | 29,522 | 2,085 | 0.01% | 0.0% | 174 | +14,526 | 96.87% | Q2 2026 | Aug 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 26,485 | 2,078 | 0.1% | 0.08% | 175 | +1,712 | 6.91% | Q2 2026 | Jul 17, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 25,721 | 2,017 | 0.51% | 0.45% | 176 | +119 | 0.46% | Q2 2026 | Jul 30, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 25,609 | 2,009 | 0.0% | 0.0% | 177 | +843 | 3.4% | Q2 2026 | Jul 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 25,510 | 2,000 | 0.03% | 0.02% | 178 | +3,369 | 15.22% | Q2 2026 | Aug 05, 2026 |
| Old Port Advisors | History | Added to | 24,949 | 1,956 | 0.39% | 0.35% | 179 | +759 | 3.14% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,691 | 1,936 | 0.01% | 0.01% | 180 | +2,820 | 12.89% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 24,466 | 1,918 | 0.01% | 0.01% | 181 | +3,455 | 16.44% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 24,280 | 1,904 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,118 | 1,891 | 0.0% | 0.0% | 183 | -817 | -3.28% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,122 | 1,890 | 0.0% | 0.0% | 184 | -19,066 | -44.15% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23,822 | 1,868 | 0.0% | 0.0% | 185 | -32,191 | -57.47% | Q2 2026 | Aug 07, 2026 |
| 111 Capital | History | Added to | 23,770 | 1,864 | 0.32% | 0.13% | 186 | +15,362 | 182.71% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 22,899 | 1,795 | 0.0% | 0.0% | 187 | -818 | -3.45% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,838 | 1,790 | 0.0% | 0.0% | 188 | +5,437 | 31.25% | Q2 2026 | Aug 19, 2026 |
| ASR Vermogensbeheer N.V. | History | Added to | 22,391 | 1,757 | 0.02% | 0.02% | 189 | +307 | 1.39% | Q2 2026 | Jul 20, 2026 |
| Advisory Resource Group | History | Reduced | 22,286 | 1,747 | 0.26% | 0.25% | 190 | -548 | -2.4% | Q2 2026 | Jul 14, 2026 |
| Metis Global Partners, LLC | History | Reduced | 21,892 | 1,718 | 0.04% | 0.04% | 191 | -6,342 | -22.46% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 21,800 | 1,710 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 15,342 | 1,708 | 0.01% | 0.01% | 193 | +4,142 | 36.98% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,075 | 1,652 | 0.01% | 0.0% | 194 | -21 | -0.1% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,594 | 1,646 | 0.0% | 0.0% | 195 | -7,096 | -29.95% | Q2 2026 | Aug 14, 2026 |
| Osmosis Investment Management UK Ltd | History | Reduced | 20,857 | 1,636 | 0.08% | 0.06% | 196 | -12,695 | -37.84% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 20,729 | 1,625 | 0.0% | 0.0% | 197 | +13,431 | 184.04% | Q2 2026 | Aug 17, 2026 |
| STATE STREET CORP | History | Added to | 20,318 | 1,593 | 0.0% | 0.0% | 198 | +8,726 | 75.28% | Q2 2026 | Sep 22, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 20,248 | 1,589 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 20,194 | 1,584 | 0.0% | 0.01% | 200 | -142,286 | -87.57% | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, LLC | History | Reduced | 20,149 | 1,580 | 0.01% | 0.01% | 201 | -1,248 | -5.83% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 20,068 | 1,573 | 0.25% | 0.24% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 18,460 | 1,511 | 0.03% | 0.03% | 203 | +152 | 0.83% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,221 | 1,428 | 0.01% | 0.01% | 204 | -207 | -1.12% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | Added to | 17,735 | 1,390 | 0.0% | 0.0% | 205 | +1,377 | 8.42% | Q2 2026 | Aug 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,667 | 1,376 | 0.0% | 0.0% | 206 | +1,152 | 6.98% | Q2 2026 | Aug 14, 2026 |
| Westerkirk Capital Inc. | History | No change | 17,460 | 1,369 | 0.13% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,385 | 1,363 | 0.0% | 0.0% | 208 | -896 | -4.9% | Q2 2026 | Sep 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 17,270 | 1,354 | 0.08% | 0.05% | 209 | +1,171 | 7.27% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,248 | 1,352 | 0.02% | 0.02% | 210 | +285 | 1.68% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 16,577 | 1,299 | 0.28% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| US BANCORP \DE\ | History | Added to | 16,426 | 1,288 | 0.0% | 0.0% | 212 | +2,234 | 15.74% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 16,291 | 1,277 | 0.07% | 0.06% | 213 | -42 | -0.26% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | New | 16,273 | 1,276 | 0.02% | — | 214 | +16,273 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,233 | 1,273 | 0.0% | 0.0% | 215 | +2,294 | 16.46% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,907 | 1,247 | 0.0% | 0.0% | 216 | +196 | 1.25% | Q2 2026 | Jul 27, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 12,427 | 1,221 | 0.29% | 0.17% | 217 | +1,922 | 18.3% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,275 | 1,197 | 0.0% | 0.0% | 218 | +81 | 0.53% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 14,767 | 1,158 | 0.0% | — | 219 | +14,767 | New | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 14,399 | 1,129 | 0.05% | 0.04% | 220 | +1,332 | 10.19% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Reduced | 13,164 | 1,032 | 0.02% | 0.01% | 221 | -60 | -0.45% | Q2 2026 | Aug 12, 2026 |
| Rathbones Group PLC | History | Added to | 13,025 | 1,022 | 0.0% | 0.0% | 222 | +75 | 0.58% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,955 | 1,015 | 0.0% | 0.0% | 223 | +1,776 | 15.89% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 12,822 | 1,005 | 0.0% | 0.0% | 224 | -1,258 | -8.93% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 12,713 | 996 | 0.01% | 0.01% | 225 | +2,237 | 21.35% | Q2 2026 | Aug 14, 2026 |
| JCP Investment Management, LLC | History | Reduced | 12,520 | 981 | 0.52% | 0.53% | 226 | -242 | -1.9% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,235 | 959 | 0.01% | 0.01% | 227 | +248 | 2.07% | Q2 2026 | Jul 14, 2026 |
| Capital World Investors | History | No change | 11,600 | 910 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 11,146 | 874 | 0.0% | 0.0% | 229 | -516 | -4.42% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,801 | 867 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 10,866 | 851 | 0.02% | 0.31% | 232 | -130,825 | -92.33% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 10,855 | 851 | 0.0% | 0.0% | 231 | -1,764 | -13.98% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,328 | 837 | 0.0% | 0.0% | 233 | -645 | -2.94% | Q2 2026 | Jul 15, 2026 |
| Quilter Plc | History | Reduced | 7,473 | 832 | 0.01% | 0.01% | 234 | -1,368 | -15.47% | Q2 2026 | Jul 24, 2026 |
| Plan A Wealth LLC | History | Added to | 10,431 | 817 | 0.35% | 0.29% | 235 | +805 | 8.36% | Q2 2026 | Jul 14, 2026 |
| Investment Research Partners LLC | History | Added to | 10,390 | 814 | 0.28% | 0.24% | 236 | +903 | 9.52% | Q2 2026 | Aug 04, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 10,178 | 798 | 0.01% | 0.01% | 237 | -5,633 | -35.63% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | New | 10,086 | 790 | 0.0% | — | 238 | +10,086 | New | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 9,521 | 789 | 0.01% | — | 240 | +9,521 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,521 | 789 | 0.01% | 0.01% | 239 | +525 | 5.84% | Q2 2026 | Jul 29, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 10,015 | 786 | 0.1% | 0.1% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Axxion S.A. | History | New | 10,000 | 784 | 0.06% | — | 242 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Added to | 9,975 | 782 | 0.0% | 0.0% | 243 | +181 | 1.85% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,766 | 765 | 0.01% | 0.01% | 244 | +102 | 1.06% | Q2 2026 | Aug 11, 2026 |
| WOODSTOCK CORP | History | No change | 9,647 | 756 | 0.06% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PDT Partners, LLC | History | No change | 9,648 | 756 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 9,251 | 725 | 0.02% | 0.01% | 247 | +1,451 | 18.6% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,096 | 713 | 0.0% | 0.0% | 248 | +954 | 11.72% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,040 | 708 | 0.0% | 0.0% | 249 | -55 | -0.6% | Q2 2026 | Aug 05, 2026 |
| NATIXIS | History | Added to | 8,805 | 690 | 0.0% | 0.0% | 250 | +1,708 | 24.07% | Q2 2026 | Aug 13, 2026 |
| Claret Asset Management Corp | History | Reduced | 8,754 | 687 | 0.07% | 0.08% | 251 | -1,421 | -13.97% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,671 | 680 | 0.01% | 0.01% | 252 | +401 | 4.85% | Q2 2026 | Aug 05, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 8,182 | 642 | 0.12% | 0.11% | 253 | +19 | 0.23% | Q2 2026 | Jul 16, 2026 |
| Caprock Group, LLC | History | Added to | 8,129 | 637 | 0.01% | 0.01% | 254 | +1,308 | 19.18% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,119 | 636 | 0.0% | 0.0% | 255 | +988 | 13.85% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 10,192 | 636 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 7,938 | 622 | 0.0% | 0.0% | 257 | -4 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,770 | 609 | 0.01% | 0.01% | 258 | -94 | -1.2% | Q2 2026 | Aug 12, 2026 |
| Tacita Capital Inc | History | Added to | 7,494 | 587 | 0.32% | 0.27% | 259 | +231 | 3.18% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,450 | 584 | 0.0% | 0.0% | 260 | -1,075 | -12.61% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,376 | 578 | 0.0% | 0.0% | 261 | -485 | -6.17% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Added to | 7,338 | 575 | 0.02% | 0.02% | 262 | +54 | 0.74% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,260 | 569 | 0.0% | — | 263 | +7,253 | 103614.29% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,174 | 562 | 0.0% | 0.0% | 264 | +2,411 | 50.62% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,074 | 554 | 0.0% | 0.0% | 265 | +990 | 16.27% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,919 | 542 | 0.0% | 0.0% | 266 | +2,209 | 46.9% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,908 | 541 | 0.0% | 0.0% | 267 | -6,783 | -49.54% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,720 | 526 | 0.0% | — | 268 | +6,720 | New | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,667 | 522 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cumberland Partners Ltd | History | Reduced | 6,658 | 521 | 0.03% | 0.03% | 270 | -20 | -0.3% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,604 | 517 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,577 | 515 | 0.0% | 0.0% | 272 | +877 | 15.39% | Q2 2026 | Aug 13, 2026 |
| West Family Investments, Inc. | History | Added to | 6,542 | 513 | 0.15% | 0.14% | 273 | +87 | 1.35% | Q2 2026 | Aug 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,441 | 505 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | Added to | 6,388 | 500 | 0.03% | 0.03% | 275 | +48 | 0.76% | Q2 2026 | Aug 05, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,383 | 500 | 0.2% | 0.17% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centiva Capital, LP | History | New | 6,324 | 495 | 0.0% | — | 277 | +6,324 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,251 | 490 | 0.01% | 0.0% | 278 | +2,814 | 81.87% | Q2 2026 | Aug 10, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 6,199 | 485 | 0.07% | 0.06% | 279 | +454 | 7.9% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 6,160 | 483 | 0.02% | 0.02% | 280 | +718 | 13.19% | Q2 2026 | Jul 20, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 6,009 | 471 | 0.17% | 0.14% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | No change | 5,940 | 465 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FreeGulliver LLC | History | No change | 5,924 | 464 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGT Group Foundation | History | Reduced | 5,885 | 461 | 0.01% | 0.01% | 284 | -2,608 | -30.71% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,861 | 459 | 0.0% | 0.0% | 285 | +73 | 1.26% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Reduced | 5,805 | 455 | 0.0% | 0.0% | 286 | -1,341 | -18.77% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 5,727 | 449 | 0.0% | — | 287 | +5,727 | New | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 5,718 | 448 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,707 | 447 | 0.0% | 0.0% | 289 | +2,907 | 103.82% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,689 | 446 | 0.01% | 0.01% | 290 | +19 | 0.34% | Q2 2026 | Jul 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 5,622 | 440 | 0.03% | 0.02% | 291 | +1,550 | 38.06% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,506 | 431 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,485 | 430 | 0.01% | 0.01% | 293 | -24 | -0.44% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,405 | 423 | 0.0% | 0.0% | 295 | -5,181 | -48.94% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 5,394 | 423 | 0.02% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,363 | 420 | 0.01% | 0.01% | 296 | -365 | -6.37% | Q2 2026 | Jul 23, 2026 |
| Tidal Investments LLC | History | Reduced | 5,229 | 410 | 0.0% | 0.0% | 297 | -3,328 | -38.89% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 5,169 | 405 | 0.0% | — | 298 | +5,169 | New | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 5,097 | 399 | 0.01% | 0.01% | 299 | -650 | -11.31% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 5,075 | 397 | 0.0% | 0.0% | 300 | -151 | -2.89% | Q2 2026 | Jul 24, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 5,051 | 396 | 0.01% | 0.01% | 301 | +66 | 1.32% | Q2 2026 | Jul 22, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | No change | 5,000 | 392 | 0.19% | 0.14% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 5,000 | 392 | 0.04% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 4,921 | 386 | 0.2% | 0.13% | 304 | +260 | 5.58% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 6,126 | 383 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,807 | 376 | 0.03% | 0.03% | 306 | +656 | 15.8% | Q2 2026 | Jul 02, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 4,629 | 363 | 0.01% | 0.01% | 307 | -672 | -12.68% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 4,619 | 362 | 0.02% | 0.01% | 308 | +497 | 12.06% | Q2 2026 | Jul 16, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 4,598 | 360 | 0.0% | 0.0% | 309 | +188 | 4.26% | Q2 2026 | Aug 10, 2026 |
| Canoe Financial LP | History | Reduced | 4,579 | 359 | 0.0% | 0.0% | 310 | -367 | -7.42% | Q2 2026 | Jul 16, 2026 |
| Ballentine Partners, LLC | History | New | 4,527 | 355 | 0.0% | — | 311 | +4,527 | New | Q2 2026 | Jul 17, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 4,498 | 352 | 0.02% | 0.01% | 312 | +400 | 9.76% | Q2 2026 | Jul 24, 2026 |
| Optas, LLC | History | New | 4,454 | 349 | 0.05% | — | 313 | +4,454 | New | Q2 2026 | Jul 21, 2026 |
| Pathway Financial Advisors LLC | History | No change | 4,339 | 345 | 0.04% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,390 | 344 | 0.0% | 0.0% | 315 | +232 | 5.58% | Q2 2026 | Jul 29, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Reduced | 4,386 | 343 | 0.06% | 0.06% | 316 | -719 | -14.08% | Q2 2026 | Jul 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 4,350 | 341 | 0.0% | 0.0% | 317 | +4 | 0.09% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,341 | 340 | 0.01% | 0.0% | 318 | +68 | 1.59% | Q2 2026 | Aug 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 4,324 | 339 | 0.02% | 0.02% | 319 | +238 | 5.82% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,268 | 334 | 0.01% | — | 320 | +4,268 | New | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 4,230 | 331 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | History | New | 4,187 | 328 | 0.19% | — | 322 | +4,187 | New | Q2 2026 | Aug 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 4,175 | 327 | 0.01% | 0.01% | 324 | -382 | -8.38% | Q2 2026 | Jul 17, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 4,177 | 327 | 0.04% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 4,144 | 324 | 0.0% | 0.0% | 325 | -94 | -2.22% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | New | 4,106 | 321 | 0.0% | — | 327 | +4,106 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 4,102 | 321 | 0.01% | 0.01% | 326 | -56 | -1.35% | Q2 2026 | Aug 11, 2026 |
| Ballast, Inc. | History | No change | 4,083 | 320 | 0.06% | 0.06% | 328 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Goepper Burkhardt LLC | History | No change | 4,046 | 317 | 0.1% | 0.08% | 329 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,031 | 316 | 0.03% | — | 331 | +4,031 | New | Q2 2026 | Aug 14, 2026 |
| Canopy Partners, LLC | History | Added to | 4,042 | 316 | 0.1% | 0.08% | 330 | +113 | 2.88% | Q2 2026 | Jul 22, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 3,841 | 301 | 0.0% | — | 333 | +3,841 | New | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,848 | 301 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,818 | 299 | 0.0% | 0.0% | 334 | +399 | 11.67% | Q2 2026 | Jul 20, 2026 |
| Well Done, LLC | History | No change | 3,771 | 295 | 0.04% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Affirmative Financial Network | History | No change | 4,657 | 291 | 0.11% | 0.11% | 336 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 3,682 | 288 | 0.01% | — | 338 | +3,682 | New | Q2 2026 | Jul 23, 2026 |
| Rempart Asset Management Inc. | History | Reduced | 3,685 | 288 | 0.06% | 0.06% | 337 | -850 | -18.74% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,657 | 286 | 0.0% | 0.0% | 339 | +61 | 1.7% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | New | 3,628 | 284 | 0.0% | — | 340 | +3,628 | New | Q2 2026 | Aug 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 3,579 | 280 | 0.02% | 0.02% | 341 | +16 | 0.45% | Q2 2026 | Jul 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,582 | 277 | 0.01% | 0.01% | 342 | -17 | -0.47% | Q2 2026 | Aug 04, 2026 |
| Bridgewater Advisors Inc. | History | New | 3,323 | 274 | 0.01% | — | 343 | +3,323 | New | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,399 | 266 | 0.0% | — | 344 | +3,399 | New | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | New | 3,288 | 257 | 0.0% | — | 345 | +3,288 | New | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | New | 3,266 | 256 | 0.01% | — | 346 | +3,266 | New | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,236 | 253 | 0.0% | 0.01% | 347 | +13 | 0.4% | Q2 2026 | Jul 28, 2026 |
| McDonough Capital Management, Inc | History | No change | 3,201 | 251 | 0.13% | 0.11% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 3,170 | 248 | 0.01% | 0.01% | 349 | -230 | -6.76% | Q2 2026 | Jul 09, 2026 |
| MAI Capital Management | History | Added to | 3,158 | 247 | 0.0% | 0.0% | 350 | +1,317 | 71.54% | Q2 2026 | Aug 14, 2026 |
| J. L. Bainbridge & Co., Inc. | History | New | 3,148 | 246 | 0.02% | — | 352 | +3,148 | New | Q2 2026 | Jul 22, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,140 | 246 | 0.01% | 0.01% | 351 | -853 | -21.36% | Q2 2026 | Aug 11, 2026 |
| MONECO ADVISORS, LLC | History | New | 3,080 | 241 | 0.01% | — | 353 | +3,080 | New | Q2 2026 | Aug 11, 2026 |
| Genus Capital Management Inc. | History | New | 3,059 | 240 | 0.02% | — | 354 | +3,059 | New | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | New | 3,040 | 238 | 0.02% | — | 355 | +3,040 | New | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,015 | 236 | 0.0% | — | 356 | +3,015 | New | Q2 2026 | Sep 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,988 | 234 | 0.0% | — | 358 | +2,988 | New | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,991 | 234 | 0.0% | 0.0% | 357 | +2,524 | 540.47% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,983 | 233 | 0.0% | — | 361 | +2,983 | New | Q2 2026 | Jul 27, 2026 |
| MAVERICK CAPITAL LTD | History | New | 2,981 | 233 | 0.0% | — | 359 | +2,981 | New | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | History | New | 2,977 | 233 | 0.03% | — | 360 | +2,977 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 2,083 | 232 | 0.0% | — | 363 | +2,083 | New | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 2,968 | 232 | 0.15% | 0.12% | 362 | -26 | -0.87% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | New | 2,946 | 231 | 0.0% | — | 365 | +2,946 | New | Q2 2026 | Aug 12, 2026 |
| DGS Capital Management, LLC | History | No change | 3,693 | 231 | 0.04% | 0.04% | 364 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,908 | 228 | 0.0% | — | 366 | +2,908 | New | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 3,632 | 227 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 2,891 | 226 | 0.04% | — | 369 | +2,891 | New | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 2,882 | 226 | 0.0% | — | 368 | +2,882 | New | Q2 2026 | Jul 15, 2026 |
| INTRUST BANK NA | History | New | 2,816 | 220 | 0.02% | — | 370 | +2,816 | New | Q2 2026 | Aug 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | New | 2,783 | 218 | 0.01% | — | 371 | +2,783 | New | Q2 2026 | Jul 13, 2026 |
| FIRST HORIZON CORP | History | No change | 2,771 | 217 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,745 | 215 | 0.0% | — | 373 | +2,745 | New | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,704 | 212 | 0.01% | 0.01% | 374 | -863 | -24.19% | Q2 2026 | Jul 24, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,691 | 210 | 0.0% | — | 376 | +2,691 | New | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,685 | 210 | 0.0% | 0.0% | 375 | +2,577 | 2386.11% | Q2 2026 | Aug 12, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,655 | 208 | 0.13% | 0.12% | 377 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mengis Capital Management, Inc. | History | New | 2,577 | 202 | 0.03% | — | 378 | +2,577 | New | Q2 2026 | Jul 28, 2026 |
| Vigilare Wealth Management | History | New | 2,570 | 201 | 0.06% | — | 379 | +2,570 | New | Q2 2026 | Jul 06, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Reduced | 2,559 | 200 | 0.01% | 0.03% | 380 | -8,100 | -75.99% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,562 | 200 | 0.0% | 0.0% | 381 | -417 | -14.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | New | 2,487 | 195 | 0.0% | — | 382 | +2,487 | New | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 2,411 | 189 | 0.0% | — | 383 | +2,411 | New | Q2 2026 | Aug 06, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 2,715 | 183 | 0.13% | 0.15% | 384 | -156 | -5.43% | Q2 2026 | Sep 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,273 | 178 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 2,490 | 170 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SWISS RE LTD | History | New | 2,084 | 163 | 0.01% | — | 387 | +2,084 | New | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 2,059 | 161 | 0.0% | 0.0% | 388 | +218 | 11.84% | Q2 2026 | Jul 30, 2026 |
| UMB Bank, n.a. | History | No change | 2,043 | 160 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,017 | 158 | 0.0% | 0.0% | 390 | +16 | 0.8% | Q2 2026 | Jul 02, 2026 |
| TOBAM | History | Added to | 1,389 | 155 | 0.04% | 0.02% | 391 | +559 | 67.35% | Q2 2026 | Jul 31, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,966 | 154 | 0.0% | 0.0% | 392 | -56 | -2.77% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,903 | 149 | 0.02% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corient IA LP | History | Reduced | 1,900 | 148 | 0.14% | 0.34% | 394 | -3,810 | -66.73% | Q2 2026 | Aug 12, 2026 |
| Perkins Coie Trust Co | History | No change | 1,871 | 146 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 1,817 | 142 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,741 | 136 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cromwell Holdings LLC | History | No change | 1,719 | 134 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,708 | 133 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 1,553 | 121 | 0.08% | 0.08% | 400 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,368 | 107 | 0.0% | 0.0% | 401 | +62 | 4.75% | Q2 2026 | Jul 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,359 | 106 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacifica Partners Inc. | History | No change | 1,328 | 105 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PlanVest Financial, Inc | History | No change | 1,333 | 104 | 0.07% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,308 | 102 | 0.0% | 0.0% | 405 | +432 | 49.32% | Q2 2026 | Jul 27, 2026 |
| BIRCHBROOK, INC. | History | No change | 1,295 | 101 | 0.05% | 0.04% | 406 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,209 | 94 | 0.0% | 0.0% | 407 | +1 | 0.08% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,200 | 94 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOM Asset Management Ltd | History | No change | 850 | 94 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CX Institutional | History | No change | 1,184 | 93 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| IFG Advisory, LLC | History | New | 1,182 | 92 | 0.0% | — | 411 | +1,182 | New | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,088 | 85 | 0.0% | 0.0% | 412 | -29 | -2.6% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,073 | 84 | 0.02% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,050 | 82 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,000 | 78 | 0.0% | 0.0% | 417 | +900 | 900.0% | Q2 2026 | Aug 11, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 78 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DANSKE BANK A/S | History | No change | 1,006 | 78 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 994 | 77 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 939 | 73 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 928 | 72 | 0.0% | 0.0% | 420 | +12 | 1.31% | Q2 2026 | Jul 10, 2026 |
| Evelyn Partners Group Ltd | History | New | 906 | 71 | 0.0% | — | 421 | +906 | New | Q2 2026 | Aug 07, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,026 | 64 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 797 | 62 | 0.0% | 0.0% | 424 | +205 | 34.63% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 801 | 62 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 770 | 60 | 0.02% | 0.01% | 425 | +270 | 54.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | New | 738 | 58 | 0.0% | — | 427 | +738 | New | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 748 | 58 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BankPlus Trust Department | History | No change | 681 | 53 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Planning,Inc | History | No change | 678 | 53 | 0.03% | 0.03% | 429 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 651 | 51 | 0.0% | 0.0% | 430 | +154 | 30.99% | Q2 2026 | Jul 28, 2026 |
| Abound Wealth Management | History | No change | 638 | 50 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mondrian Investment Partners LTD | History | New | 442 | 49 | 0.0% | — | 432 | +442 | New | Q2 2026 | Jul 30, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 776 | 48 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Reduced | 609 | 47 | 0.01% | 0.01% | 435 | -173 | -22.12% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 600 | 47 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCF Advisors LLC | History | Reduced | 586 | 45 | 0.0% | 0.0% | 436 | -214 | -26.75% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 576 | 45 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Planning Strategies Inc. | History | New | 560 | 43 | 0.03% | — | 438 | +560 | New | Q2 2026 | Jul 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 530 | 41 | 0.02% | 0.02% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 523 | 41 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 513 | 40 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | New | 510 | 39 | 0.0% | — | 444 | +510 | New | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 500 | 39 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SRH ADVISORS, LLC | History | No change | 500 | 39 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 489 | 38 | 0.02% | — | 445 | +489 | New | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 481 | 37 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 462 | 36 | 0.0% | 0.0% | 447 | -325 | -41.3% | Q2 2026 | Jul 30, 2026 |
| WealthCollab, LLC | History | No change | 460 | 36 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 441 | 35 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bancorp, Inc /ME/ | History | New | 444 | 34 | 0.01% | — | 450 | +444 | New | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 414 | 32 | 0.01% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 406 | 31 | 0.0% | — | 453 | +406 | New | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 400 | 31 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clean Yield Group | History | No change | 380 | 29 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dogwood Wealth Management LLC | History | No change | 327 | 25 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Financial Gravity Companies, Inc. | History | New | 317 | 24 | 0.0% | — | 456 | +317 | New | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 269 | 21 | 0.0% | 0.0% | 457 | +115 | 74.68% | Q2 2026 | Jul 27, 2026 |
| Towne Trust Company, N.A | History | New | 244 | 19 | 0.01% | — | 460 | +244 | New | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 317 | 19 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 246 | 19 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 241 | 18 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 225 | 17 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hughes Financial Services, LLC | History | No change | 205 | 16 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 202 | 15 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coston, McIsaac & Partners | History | New | 183 | 14 | 0.0% | — | 466 | +183 | New | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 185 | 14 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | Added to | 174 | 13 | 0.0% | 0.0% | 467 | +138 | 383.33% | Q2 2026 | Aug 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 164 | 12 | 0.0% | 0.0% | 469 | +20 | 13.89% | Q2 2026 | Jul 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 150 | 12 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 165 | 12 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 135 | 10 | 0.0% | 0.0% | 471 | -148 | -52.3% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 137 | 10 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 121 | 9 | 0.0% | — | 473 | +121 | New | Q2 2026 | Jul 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 105 | 8 | 0.0% | 0.0% | 474 | +64 | 156.1% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 98 | 7 | 0.01% | — | 478 | +83 | 553.33% | Q2 2026 | Aug 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 94 | 7 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 122 | 7 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 99 | 7 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 86 | 6 | 0.0% | — | 480 | +86 | New | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 82 | 6 | 0.0% | 0.0% | 479 | +6 | 7.89% | Q2 2026 | Jul 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 71 | 5 | 0.0% | 0.0% | 483 | -99 | -58.24% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 70 | 5 | 0.0% | — | 485 | +70 | New | Q2 2026 | Jul 28, 2026 |
| JCIC Asset Management Inc. | History | No change | 95 | 5 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 87 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 61 | 4 | 0.0% | — | 486 | +61 | New | Q2 2026 | Aug 07, 2026 |
| JNBA Financial Advisors | History | New | 53 | 4 | 0.0% | — | 487 | +53 | New | Q2 2026 | Jul 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 41 | 3 | 0.0% | 0.0% | 489 | +16 | 64.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 47 | 3 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 34 | 2 | 0.0% | 0.02% | 492 | -2,027 | -98.35% | Q2 2026 | Aug 04, 2026 |
| Stone House Investment Management, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 491 | +10 | 62.5% | Q2 2026 | Aug 05, 2026 |
| Penserra Capital Management LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 25 | 1 | 0.0% | — | 500 | +25 | New | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | New | 23 | 1 | 0.0% | — | 499 | +23 | New | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 21 | 1 | 0.0% | — | 498 | +21 | New | Q2 2026 | Jul 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 23 | 1 | 0.0% | — | 494 | +12 | 109.09% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 20 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | No change | 16 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nemes Rush Group LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 13 | 1 | 0.0% | — | 497 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.28% | — | -852,474 | -100.0% | Q2 2026 | Aug 10, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | History | Closed out | 0 | 0 | — | 0.27% | — | -286,362 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -250,635 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sienna Gestion | History | Closed out | 0 | 0 | — | 0.76% | — | -186,385 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -146,173 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -113,654 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AustralianSuper Pty Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -110,028 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Erste Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.02% | — | -27,200 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -18,805 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,982 | -100.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,899 | -100.0% | Q2 2026 | Jul 16, 2026 |
| denkapparat Operations GmbH | History | Closed out | 0 | 0 | — | 0.17% | — | -6,700 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Summerhill Capital Management lnc. | History | Closed out | 0 | 0 | — | 0.33% | — | -6,081 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,685 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,110 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,756 | -100.0% | Q2 2026 | Aug 13, 2026 |
| St. Louis Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -3,385 | -100.0% | Q2 2026 | Jul 30, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,789 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q2 2026 | Jul 31, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,074 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -789 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -523 | -100.0% | Q2 2026 | Jul 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |