SMARTFINANCIAL INC. - SMBK
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,468,195 | 68,887 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 784,700 | 38,897 | 0.01% | 0.01% | 2 | -51,386 | -6.15% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 679,819 | 31,897 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 594,386 | 27,888 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 457,060 | 21,445 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 448,667 | 21,051 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Capital Management, LLC | History | No change | 432,512 | 20,293 | 1.79% | 1.79% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 381,419 | 17,900 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 346,492 | 16,250 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 319,339 | 14,983 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cravens & Co Advisors, LLC | History | No change | 220,400 | 10,925 | 7.41% | 6.94% | 11 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 188,433 | 8,841 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 184,035 | 8,637 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 182,854 | 8,579 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 180,329 | 8,461 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 152,895 | 7,173 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 140,895 | 6,984 | 2.8% | 3.39% | 17 | -70,118 | -33.23% | Q3 2026 | Oct 27, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 147,534 | 6,922 | 1.32% | 1.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 147,181 | 6,905 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 143,495 | 6,732 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 137,089 | 6,432 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 130,914 | 6,142 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 151,894 | 5,936 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 123,934 | 5,814 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 112,734 | 5,289 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 99,332 | 4,660 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 97,626 | 4,580 | 0.76% | 0.76% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 94,236 | 4,442 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 91,697 | 4,302 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 86,995 | 4,081 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 86,330 | 4,050 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 80,568 | 3,780 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 74,943 | 3,714 | 0.0% | 0.0% | 33 | -4,887 | -6.12% | Q3 2026 | Nov 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 78,646 | 3,691 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 69,875 | 3,278 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 65,649 | 3,080 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 65,317 | 3,064 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 63,767 | 2,991 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 63,265 | 2,968 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 62,217 | 2,919 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 59,042 | 2,770 | 1.91% | 1.91% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 48,823 | 2,290 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 46,139 | 2,287 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 47,337 | 2,221 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 46,209 | 2,168 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 46,121 | 2,163 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 42,128 | 2,088 | 0.04% | 0.05% | 47 | -22,574 | -34.89% | Q3 2026 | Oct 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 43,844 | 2,057 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rather & Kittrell, Inc. | History | No change | 40,631 | 1,906 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 34,938 | 1,731 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 36,712 | 1,722 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 34,094 | 1,599 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 29,662 | 1,470 | 0.0% | 0.0% | 53 | +1,765 | 6.33% | Q3 2026 | Nov 02, 2026 |
| SlateStone Wealth, LLC | History | No change | 29,302 | 1,375 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 28,431 | 1,333 | 0.5% | 0.5% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 27,646 | 1,297 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 27,600 | 1,294 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 23,636 | 1,109 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,294 | 1,092 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,139 | 1,085 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 23,048 | 1,081 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 22,681 | 1,063 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | New | 21,250 | 1,053 | 0.97% | — | 63 | +21,250 | New | Q3 2026 | Oct 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 21,763 | 1,021 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 20,346 | 1,008 | 0.54% | 0.52% | 65 | +5 | 0.02% | Q3 2026 | Oct 20, 2026 |
| FMR LLC | History | No change | 20,891 | 980 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | New | 19,671 | 975 | 0.55% | — | 67 | +19,671 | New | Q3 2026 | Oct 19, 2026 |
| BAILARD, INC. | History | Reduced | 18,998 | 941 | 0.02% | 0.02% | 68 | -2,802 | -12.85% | Q3 2026 | Oct 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 19,269 | 904 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 18,501 | 868 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 16,395 | 812 | 0.03% | 0.03% | 71 | -1,140 | -6.5% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,140 | 804 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 16,018 | 751 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 15,637 | 733 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 15,490 | 727 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 15,454 | 725 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 15,439 | 724 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,572 | 722 | 0.0% | 0.0% | 78 | -78 | -0.53% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,264 | 716 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,415 | 714 | 0.0% | 0.0% | 80 | +21 | 0.15% | Q3 2026 | Oct 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,918 | 653 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,974 | 643 | 0.03% | 0.03% | 82 | -1,512 | -10.44% | Q3 2026 | Oct 22, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,457 | 631 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,305 | 624 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,098 | 614 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 12,231 | 606 | 0.01% | 0.01% | 86 | +3,005 | 32.57% | Q3 2026 | Oct 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,752 | 599 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Advisors, LLC | History | Added to | 11,882 | 589 | 0.13% | 0.12% | 88 | +20 | 0.17% | Q3 2026 | Oct 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,200 | 572 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 11,027 | 546 | 0.24% | 0.25% | 90 | -1,328 | -10.75% | Q3 2026 | Nov 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 11,363 | 533 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 11,351 | 532 | 0.24% | 0.24% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | No change | 11,147 | 523 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 10,869 | 509 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 9,800 | 485 | 0.0% | 0.0% | 95 | -5,600 | -36.36% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | Reduced | 9,652 | 478 | 0.0% | 0.0% | 96 | -4,657 | -32.55% | Q3 2026 | Nov 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,359 | 439 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 9,317 | 437 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,029 | 423 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,031 | 423 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 8,840 | 414 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAP Partners, LLC | History | No change | 7,910 | 392 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cetera Investment Advisers | History | No change | 8,353 | 391 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,915 | 371 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 6,945 | 344 | 0.16% | 0.14% | 106 | +1,684 | 32.01% | Q3 2026 | Nov 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,332 | 344 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,190 | 337 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 7,178 | 336 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,750 | 334 | 0.22% | 0.19% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| 1492 Capital Management LLC | History | No change | 6,901 | 323 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Welch Group, LLC | History | No change | 6,499 | 322 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Engineers Gate Manager LP | History | No change | 6,570 | 308 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,570 | 308 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,434 | 301 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ridgepath Capital Management LLC | History | No change | 6,046 | 299 | 0.16% | 0.12% | 115 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,238 | 292 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,573 | 276 | 0.0% | 0.0% | 117 | +10 | 0.18% | Q3 2026 | Oct 30, 2026 |
| Voleon Capital Management LP | History | No change | 5,555 | 260 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 5,481 | 257 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,470 | 256 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Semanteon Capital Management, LP | History | No change | 5,356 | 251 | 1.13% | 1.13% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Teza Capital Management LLC | History | New | 4,893 | 242 | 0.22% | — | 122 | +4,893 | New | Q3 2026 | Oct 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 5,105 | 240 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 4,938 | 231 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 4,509 | 224 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,759 | 223 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 4,686 | 219 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,301 | 213 | 0.0% | 0.0% | 128 | -33 | -0.76% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,550 | 213 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,520 | 212 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Investment Counsel LLC | History | New | 4,150 | 205 | 0.2% | — | 132 | +4,150 | New | Q3 2026 | Oct 26, 2026 |
| Diversified Trust Co | History | No change | 4,387 | 205 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,266 | 200 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,268 | 200 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,875 | 134 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,105 | 103 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,000 | 99 | 0.0% | 0.0% | 137 | +4 | 0.2% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,945 | 91 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,935 | 90 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,577 | 78 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Legal & General Group Plc | History | No change | 1,526 | 71 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,507 | 70 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,417 | 66 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,258 | 59 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| USA FINANCIAL FORMULAS | History | New | 963 | 47 | 0.01% | — | 145 | +963 | New | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 939 | 46 | 0.0% | 0.0% | 146 | +168 | 21.79% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 995 | 46 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 970 | 45 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 863 | 42 | 0.01% | 0.0% | 149 | +836 | 3096.3% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 855 | 42 | 0.0% | 0.0% | 150 | +797 | 1374.14% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 719 | 34 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 674 | 33 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 655 | 32 | 0.0% | — | 153 | +655 | New | Q3 2026 | Oct 28, 2026 |
| PROFFITT & GOODSON INC | History | No change | 600 | 28 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FEDERATED HERMES, INC. | History | No change | 571 | 26 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 448 | 22 | 0.0% | 0.0% | 156 | +17 | 3.94% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 405 | 20 | 0.0% | 0.0% | 157 | +92 | 29.39% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 340 | 16 | 0.0% | 0.0% | 158 | +73 | 27.34% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 340 | 15 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 282 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 244 | 12 | 0.0% | 0.0% | 161 | -19 | -7.22% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 270 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 214 | 10 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 208 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 182 | 8 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 156 | 7 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 144 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 92 | 4 | 0.0% | 0.0% | 170 | -3 | -3.16% | Q3 2026 | Oct 05, 2026 |
| Essential Partners LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 71 | 3 | 0.0% | — | 173 | +70 | 7000.0% | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 75 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | New | 60 | 2 | 0.0% | — | 177 | +60 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 47 | 2 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 31 | 1 | 0.0% | 0.0% | 178 | +3 | 10.71% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 32 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 36 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,355 | -100.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,915 | -100.0% | Q3 2026 | Nov 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |