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 | No change | 43,857,320 | 3,439,290 | 0.51% | 0.51% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 16,048,272 | 1,259,981 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,439,736 | 975,693 | 0.32% | 0.32% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 10,101,426 | 792,806 | 0.69% | 0.69% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 8,076,018 | 633,507 | 1.02% | 1.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 7,965,126 | 624,625 | 0.31% | 0.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 6,930,024 | 544,051 | 0.82% | 0.82% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 6,460,912 | 526,427 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 6,370,400 | 499,653 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 6,004,087 | 471,394 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 5,916,829 | 464,543 | 0.33% | 0.33% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,850,227 | 457,769 | 0.33% | 0.33% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,324,854 | 415,566 | 1.27% | 1.27% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,201,414 | 405,297 | 0.44% | 0.7% | 14 | -1,043,250 | -16.71% | Q3 2026 | Nov 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,167,172 | 398,264 | 1.04% | 1.14% | 15 | -338,863 | -6.15% | Q3 2026 | Oct 16, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 4,909,410 | 385,447 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,830,967 | 378,904 | 0.44% | 0.44% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 4,362,159 | 342,018 | 0.73% | 0.66% | 18 | +522,578 | 13.61% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,281,703 | 336,165 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 3,739,937 | 293,050 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,735,388 | 292,979 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 3,571,561 | 280,311 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 3,144,427 | 246,789 | 3.65% | 3.65% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,144,681 | 245,897 | 0.92% | 0.92% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiera Capital Corp | History | No change | 3,126,682 | 245,042 | 0.89% | 0.89% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,980,877 | 232,776 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,810,328 | 220,567 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,529,769 | 198,384 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,401,503 | 188,325 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,061,273 | 161,431 | 1.19% | 1.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,851,199 | 145,290 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 1,790,200 | 140,142 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,757,053 | 137,013 | 0.02% | 0.03% | 33 | -71,081 | -3.89% | Q3 2026 | Nov 04, 2026 |
| SIG North Trading, ULC | History | No change | 1,738,100 | 136,301 | 2.51% | 2.51% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,703,192 | 133,584 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,610,200 | 125,799 | 0.99% | 1.01% | 36 | -133,257 | -7.64% | Q3 2026 | Nov 04, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 1,486,005 | 116,628 | 0.17% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,315,807 | 103,203 | 0.2% | 0.2% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 1,293,691 | 101,451 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alberta Investment Management Corp | History | No change | 1,274,072 | 99,930 | 0.56% | 0.56% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 1,236,677 | 97,093 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management, Inc. | History | Added to | 1,176,271 | 91,916 | 2.09% | 2.22% | 42 | +7,497 | 0.64% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 1,110,583 | 87,091 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,073,257 | 84,164 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 804,258 | 83,203 | 0.34% | 0.33% | 45 | -11,416 | -1.4% | Q3 2026 | Nov 03, 2026 |
| BlackRock, Inc. | History | No change | 1,040,385 | 81,587 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 1,027,263 | 80,969 | 0.09% | 0.11% | 47 | -22,067 | -2.1% | Q3 2026 | Oct 27, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 1,001,122 | 78,481 | 1.29% | 1.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 913,881 | 71,678 | 0.19% | 0.19% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Value Partners Investments Inc. | History | Reduced | 916,798 | 71,674 | 4.97% | 5.04% | 50 | -4,428 | -0.48% | Q3 2026 | Oct 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 889,886 | 69,784 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCV Asset Management Inc. | History | No change | 866,769 | 67,771 | 2.05% | 2.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 830,737 | 65,102 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | No change | 783,684 | 61,430 | 1.66% | 1.66% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 738,604 | 57,588 | 0.01% | 0.01% | 55 | +72,610 | 10.9% | Q3 2026 | Nov 05, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 712,381 | 55,874 | 0.35% | 0.35% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 667,734 | 52,390 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 663,428 | 51,728 | 0.94% | 0.91% | 58 | +6,927 | 1.06% | Q3 2026 | Oct 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 563,146 | 51,565 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 654,212 | 51,312 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 600,000 | 47,031 | 0.49% | 0.49% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 593,808 | 46,532 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 569,872 | 44,712 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 568,300 | 44,602 | 0.38% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 533,151 | 41,809 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | No change | 532,137 | 41,709 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 521,234 | 40,908 | 0.99% | 0.99% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERISCOPE CAPITAL INC. | History | No change | 500,000 | 39,239 | 3.44% | 3.44% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Reduced | 497,461 | 38,774 | 1.17% | 1.56% | 69 | -202,260 | -28.91% | Q3 2026 | Nov 03, 2026 |
| QV Investors Inc. | History | Reduced | 484,718 | 37,869 | 2.78% | 2.94% | 70 | -2,582 | -0.53% | Q3 2026 | Oct 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 460,354 | 36,143 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Korea Investment CORP | History | No change | 452,708 | 35,530 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 444,993 | 34,899 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Purpose Unlimited Inc. | History | No change | 418,903 | 32,918 | 1.26% | 1.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 403,750 | 31,662 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 402,534 | 31,592 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 388,702 | 30,507 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 374,133 | 29,313 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 372,413 | 29,204 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 358,349 | 28,096 | 0.65% | 0.65% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 339,460 | 26,620 | 2.21% | 2.21% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| APG Asset Management N.V. | History | No change | 387,125 | 26,575 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 317,342 | 24,906 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 313,515 | 24,462 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 292,168 | 22,911 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 283,986 | 22,296 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 283,811 | 22,173 | 0.02% | 0.03% | 87 | -142,734 | -33.46% | Q3 2026 | Nov 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 272,744 | 21,392 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 260,442 | 20,439 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 253,687 | 19,910 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 250,808 | 19,668 | 0.53% | 0.53% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 249,498 | 19,565 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 222,230 | 17,427 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 204,800 | 16,071 | 1.85% | 1.85% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 200,000 | 15,687 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 196,746 | 15,371 | 0.0% | 0.0% | 96 | +92,634 | 88.98% | Q3 2026 | Nov 04, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 191,573 | 14,966 | 0.26% | 0.24% | 97 | -9,299 | -4.63% | Q3 2026 | Oct 13, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 178,722 | 13,962 | 0.11% | 0.1% | 98 | +17,933 | 11.15% | Q3 2026 | Oct 19, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 174,000 | 13,656 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 171,699 | 13,387 | 0.17% | 0.19% | 100 | -14,748 | -7.91% | Q3 2026 | Oct 21, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 169,514 | 13,211 | 2.79% | 2.69% | 101 | +2,581 | 1.55% | Q3 2026 | Oct 23, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 163,178 | 12,795 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | History | No change | 162,293 | 12,680 | 0.09% | 0.1% | 103 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Addenda Capital Inc. | History | Reduced | 111,412 | 12,357 | 0.33% | 0.34% | 104 | -998 | -0.89% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 157,078 | 12,318 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 152,039 | 11,922 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kepler Cheuvreux (Suisse) SA | History | Added to | 106,733 | 11,838 | 0.72% | 0.14% | 107 | +85,442 | 401.31% | Q3 2026 | Oct 20, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | No change | 95,016 | 10,580 | 0.49% | 0.49% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 134,766 | 10,507 | 0.01% | 0.01% | 109 | +15,737 | 13.22% | Q3 2026 | Nov 02, 2026 |
| Murchinson Ltd. | History | No change | 130,000 | 10,194 | 1.41% | 1.41% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | Added to | 129,094 | 10,084 | 0.89% | 0.91% | 111 | +938 | 0.73% | Q3 2026 | Oct 21, 2026 |
| Maryland State Retirement & Pension System | History | No change | 126,712 | 9,936 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 125,660 | 9,854 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 125,123 | 9,820 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 115,850 | 9,046 | 0.04% | 0.04% | 115 | -5,673 | -4.67% | Q3 2026 | Nov 03, 2026 |
| Nykredit A/S | History | No change | 113,016 | 8,870 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Twin Tree Management, LP | History | No change | 102,955 | 8,073 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 94,343 | 7,399 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 91,848 | 7,175 | 0.03% | 0.03% | 119 | +862 | 0.95% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 91,035 | 7,138 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 88,782 | 6,963 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 84,882 | 6,661 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 81,943 | 6,433 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 80,563 | 6,317 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 80,366 | 6,302 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 79,294 | 6,218 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Management Corp of Ontario | History | No change | 79,090 | 6,202 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 53,937 | 5,982 | 0.1% | 0.1% | 128 | +2,538 | 4.94% | Q3 2026 | Oct 26, 2026 |
| Avanza Fonder AB | History | Added to | 53,630 | 5,948 | 0.11% | 0.1% | 129 | +10,761 | 25.1% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 75,117 | 5,890 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 74,538 | 5,850 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aviso Financial Inc. | History | No change | 74,107 | 5,815 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 73,657 | 5,773 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 72,484 | 5,684 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 70,945 | 5,563 | 0.48% | 0.48% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Reduced | 67,443 | 5,269 | 0.12% | 0.16% | 136 | -25,926 | -27.77% | Q3 2026 | Oct 30, 2026 |
| USS Investment Management Ltd | History | No change | 61,722 | 4,833 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 60,490 | 4,743 | 0.19% | 0.19% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 60,109 | 4,713 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 59,413 | 4,645 | 0.04% | — | 140 | +59,413 | New | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 58,519 | 4,571 | 0.01% | 0.01% | 141 | +3,429 | 6.22% | Q3 2026 | Nov 05, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 56,911 | 4,467 | 0.4% | 0.5% | 142 | -1,555 | -2.66% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,302 | 4,389 | 0.01% | 0.01% | 143 | +778 | 1.4% | Q3 2026 | Nov 02, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 38,157 | 4,370 | 0.1% | 0.1% | 144 | -11,960 | -23.86% | Q3 2026 | Oct 29, 2026 |
| Vident Advisory, LLC | History | No change | 55,640 | 4,366 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURNEY CO/ | History | Reduced | 55,723 | 4,344 | 0.12% | 0.13% | 146 | -3,449 | -5.83% | Q3 2026 | Oct 15, 2026 |
| Utah Retirement Systems | History | No change | 55,263 | 4,337 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 54,269 | 4,255 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 50,742 | 3,982 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | No change | 49,892 | 3,911 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 58,346 | 3,650 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gold Investment Management Ltd. | History | Added to | 46,802 | 3,647 | 1.02% | 0.97% | 152 | +1,005 | 2.19% | Q3 2026 | Oct 19, 2026 |
| Mariner, LLC | History | No change | 46,355 | 3,635 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 44,954 | 3,525 | 0.18% | 0.18% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 42,936 | 3,347 | 2.5% | 2.5% | 155 | +71 | 0.17% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 42,500 | 3,332 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gulf International Bank (UK) Ltd | History | No change | 42,042 | 3,276 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 41,445 | 3,250 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 39,786 | 3,120 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 38,270 | 3,001 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 25,783 | 2,859 | 0.26% | 0.28% | 161 | -622 | -2.36% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 35,042 | 2,748 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 33,258 | 2,608 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 32,936 | 2,574 | 0.14% | 0.15% | 164 | -1,345 | -3.92% | Q3 2026 | Oct 21, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 32,568 | 2,553 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sustainable Insight Capital Management, LLC | History | No change | 31,300 | 2,455 | 1.05% | 1.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ethic Inc. | History | Added to | 30,851 | 2,405 | 0.03% | 0.03% | 167 | +3,063 | 11.02% | Q3 2026 | Nov 03, 2026 |
| MidFirst Bank | History | No change | 30,593 | 2,399 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | No change | 30,271 | 2,373 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 30,272 | 2,360 | 0.03% | 0.03% | 170 | +529 | 1.78% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 29,205 | 2,291 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 28,682 | 2,249 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 20,142 | 2,234 | 0.01% | 0.01% | 173 | +4,800 | 31.29% | Q3 2026 | Oct 26, 2026 |
| Savant Capital, LLC | History | No change | 29,522 | 2,085 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 25,753 | 2,011 | 0.1% | 0.1% | 175 | -732 | -2.76% | Q3 2026 | Oct 28, 2026 |
| Assenagon Asset Management S.A. | History | No change | 25,609 | 2,000 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bleakley Financial Group, LLC | History | No change | 25,510 | 2,000 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Old Port Advisors | History | Added to | 25,152 | 1,961 | 0.39% | 0.39% | 178 | +203 | 0.81% | Q3 2026 | Oct 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 24,691 | 1,936 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 24,466 | 1,918 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 24,118 | 1,891 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 24,272 | 1,890 | 0.05% | 0.05% | 183 | -8 | -0.03% | Q3 2026 | Oct 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 24,122 | 1,890 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,822 | 1,868 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 22,899 | 1,795 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,838 | 1,790 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 22,627 | 1,764 | 0.44% | 0.51% | 187 | -3,094 | -12.03% | Q3 2026 | Oct 26, 2026 |
| Metis Global Partners, LLC | History | No change | 21,892 | 1,718 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 21,800 | 1,710 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,362 | 1,665 | 0.0% | 0.01% | 190 | +287 | 1.36% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,594 | 1,646 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Osmosis Investment Management UK Ltd | History | No change | 20,857 | 1,636 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 20,729 | 1,625 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STATE STREET CORP | History | No change | 20,318 | 1,593 | 0.0% | 0.0% | 194 | 0 | 0.0% | 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% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | Reduced | 20,365 | 1,587 | 0.23% | 0.26% | 196 | -1,921 | -8.62% | Q3 2026 | Oct 26, 2026 |
| Allianz Asset Management GmbH | History | No change | 20,194 | 1,584 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, LLC | History | No change | 20,149 | 1,580 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 20,068 | 1,573 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,779 | 1,542 | 0.01% | 0.02% | 200 | +2,531 | 14.67% | Q3 2026 | Oct 28, 2026 |
| HBK Sorce Advisory LLC | History | No change | 18,460 | 1,511 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 18,221 | 1,428 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 17,735 | 1,390 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17,667 | 1,376 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westerkirk Capital Inc. | History | No change | 17,460 | 1,369 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,385 | 1,363 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 17,270 | 1,354 | 0.08% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 16,273 | 1,276 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 16,233 | 1,273 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 16,299 | 1,270 | 0.05% | 0.07% | 210 | +8 | 0.05% | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,733 | 1,227 | 0.0% | 0.0% | 211 | -174 | -1.09% | Q3 2026 | Nov 02, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 12,427 | 1,221 | 0.29% | 0.29% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 15,477 | 1,206 | 0.02% | 0.01% | 213 | +3,242 | 26.5% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,446 | 1,204 | 0.0% | 0.0% | 214 | -980 | -5.97% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,275 | 1,197 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 14,767 | 1,158 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 14,399 | 1,129 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | Reduced | 13,424 | 1,046 | 0.23% | 0.28% | 218 | -3,153 | -19.02% | Q3 2026 | Oct 14, 2026 |
| Independent Advisor Alliance | History | No change | 13,164 | 1,032 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rathbones Group PLC | History | No change | 13,025 | 1,022 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,955 | 1,015 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 12,822 | 1,005 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,713 | 996 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,524 | 990 | 0.0% | 0.0% | 224 | +3,196 | 14.98% | Q3 2026 | Oct 13, 2026 |
| JCP Investment Management, LLC | History | No change | 12,520 | 981 | 0.52% | 0.52% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 11,600 | 910 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 11,602 | 889 | 0.02% | 0.02% | 227 | +801 | 7.42% | Q3 2026 | Oct 09, 2026 |
| Axxion S.A. | History | Added to | 11,331 | 885 | 0.06% | 0.06% | 228 | +1,331 | 13.31% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 11,146 | 874 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 10,855 | 851 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 10,866 | 851 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan A Wealth LLC | History | Added to | 10,602 | 826 | 0.29% | 0.35% | 232 | +171 | 1.64% | Q3 2026 | Oct 08, 2026 |
| Quilter Plc | History | Reduced | 7,437 | 824 | 0.01% | 0.01% | 233 | -36 | -0.48% | Q3 2026 | Oct 21, 2026 |
| Investment Research Partners LLC | History | Added to | 10,561 | 823 | 0.28% | 0.28% | 234 | +171 | 1.65% | Q3 2026 | Oct 19, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 10,178 | 795 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 10,086 | 790 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,909 | 778 | 0.01% | 0.01% | 237 | +388 | 4.08% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,909 | 778 | 0.01% | 0.01% | 238 | +388 | 4.08% | Q3 2026 | Oct 20, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 9,929 | 775 | 0.1% | 0.1% | 239 | -86 | -0.86% | Q3 2026 | Oct 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 9,766 | 765 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PDT Partners, LLC | History | No change | 9,648 | 756 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODSTOCK CORP | History | No change | 9,647 | 752 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Candriam S.C.A. | History | Reduced | 9,391 | 736 | 0.0% | 0.0% | 243 | -584 | -5.85% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,210 | 718 | 0.0% | 0.0% | 244 | +170 | 1.88% | Q3 2026 | Nov 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,096 | 713 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,060 | 706 | 0.02% | 0.02% | 246 | -191 | -2.06% | Q3 2026 | Nov 05, 2026 |
| NATIXIS | History | No change | 8,805 | 690 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claret Asset Management Corp | History | No change | 8,754 | 687 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,601 | 670 | 0.01% | 0.01% | 249 | -70 | -0.81% | Q3 2026 | Oct 20, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 8,197 | 639 | 0.12% | 0.12% | 250 | +15 | 0.18% | Q3 2026 | Nov 05, 2026 |
| Caprock Group, LLC | History | No change | 8,129 | 637 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 8,119 | 636 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 10,192 | 636 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,938 | 622 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,944 | 619 | 0.0% | 0.0% | 255 | +770 | 10.73% | Q3 2026 | Nov 04, 2026 |
| Advisory Services Network, LLC | History | No change | 7,770 | 609 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plato Investment Management Ltd | History | Reduced | 7,570 | 593 | 0.03% | 0.16% | 257 | -29,446 | -79.55% | Q3 2026 | Nov 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,555 | 589 | 0.0% | 0.0% | 258 | +3,165 | 72.1% | Q3 2026 | Oct 23, 2026 |
| Tacita Capital Inc | History | No change | 7,494 | 587 | 0.32% | 0.32% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,450 | 584 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Private Advisor Group, LLC | History | No change | 7,376 | 578 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 7,338 | 575 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,320 | 570 | 0.0% | 0.0% | 263 | +412 | 5.96% | Q3 2026 | Oct 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,074 | 554 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,919 | 542 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,720 | 526 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortress Financial Solutions, LLC | History | New | 6,694 | 521 | 0.44% | — | 268 | +6,694 | New | Q3 2026 | Oct 14, 2026 |
| Cumberland Partners Ltd | History | No change | 6,658 | 521 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,667 | 519 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,577 | 515 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,604 | 514 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| West Family Investments, Inc. | History | No change | 6,542 | 513 | 0.15% | 0.15% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,441 | 505 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,383 | 497 | 0.2% | 0.2% | 274 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PDS Planning, Inc | History | Reduced | 6,363 | 496 | 0.03% | 0.03% | 275 | -25 | -0.39% | Q3 2026 | Nov 03, 2026 |
| Centiva Capital, LP | History | No change | 6,324 | 495 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,251 | 490 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 6,199 | 485 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | No change | 6,160 | 483 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 6,009 | 471 | 0.17% | 0.17% | 280 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | No change | 5,940 | 465 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FreeGulliver LLC | History | No change | 5,924 | 464 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGT Group Foundation | History | No change | 5,885 | 461 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,861 | 459 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 5,805 | 455 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,707 | 447 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,704 | 444 | 0.01% | 0.01% | 287 | +15 | 0.26% | Q3 2026 | Nov 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,622 | 440 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 5,618 | 437 | 0.0% | 0.0% | 289 | -100 | -1.75% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,485 | 430 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,506 | 429 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Smithfield Trust Co | History | No change | 5,394 | 423 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,405 | 423 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,315 | 414 | 0.01% | 0.01% | 294 | -48 | -0.9% | Q3 2026 | Oct 23, 2026 |
| Tidal Investments LLC | History | No change | 5,229 | 410 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,169 | 405 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,097 | 399 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,075 | 397 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,087 | 396 | 0.03% | 0.03% | 299 | +280 | 5.82% | Q3 2026 | Oct 01, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,051 | 393 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |