SUMITOMO MITSUI FINANCIAL GROUP, INC. - SMFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 25,112,524 | 592,153 | 0.03% | 0.03% | 1 | +2,154,153 | 9.38% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 13,937,223 | 328,639 | 0.01% | 0.01% | 2 | +1,367,852 | 10.88% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,814,662 | 255,009 | 0.02% | 0.02% | 3 | +106,660 | 1.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 7,854,802 | 185,216 | 0.0% | 0.0% | 4 | +173,236 | 2.26% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,291,379 | 148,350 | 0.04% | 0.02% | 5 | +3,094,452 | 96.79% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,158,454 | 145,216 | 0.02% | 0.02% | 6 | -31,201 | -0.5% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,831,212 | 90,339 | 0.49% | 0.46% | 7 | +48,813 | 1.29% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,493,982 | 82,388 | 0.04% | 0.03% | 8 | +485,077 | 16.12% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,139,702 | 74,034 | 0.01% | 0.01% | 9 | +48,961 | 1.58% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,263,530 | 53,372 | 0.01% | 0.01% | 10 | +62,246 | 2.83% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,146,202 | 50,607 | 0.01% | 0.01% | 11 | -14,417 | -0.67% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,143,555 | 50,545 | 0.06% | 0.05% | 12 | +527,736 | 32.66% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,781,736 | 42,013 | 0.0% | 0.0% | 13 | -64,599 | -3.5% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,709,700 | 40,314 | 0.49% | 0.46% | 14 | -1,755 | -0.1% | Q2 2026 | Jul 23, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 1,659,962 | 39,141 | 0.2% | 0.14% | 15 | +354,207 | 27.13% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,525,928 | 36,179 | 0.0% | 0.0% | 16 | +607,613 | 66.17% | Q2 2026 | Aug 12, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,392,610 | 32,837 | 0.36% | 0.31% | 17 | +125,362 | 9.89% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,340,654 | 31,612 | 0.01% | 0.01% | 18 | +495,432 | 58.62% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,244,470 | 29,344 | 0.0% | 0.0% | 19 | +154,723 | 14.2% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,233,914 | 29,095 | 0.0% | 0.0% | 20 | -26,189 | -2.08% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,141,000 | 26,904 | 0.0% | 0.01% | 21 | -1,422,305 | -55.49% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,033,683 | 24,374 | 0.0% | 0.0% | 22 | +1,020,038 | 7475.54% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,023,572 | 24,135 | 0.03% | 0.05% | 23 | -725,700 | -41.49% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,022,557 | 24,111 | 0.01% | 0.01% | 24 | +167,958 | 19.65% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 883,657 | 20,836 | 0.01% | 0.01% | 25 | +119,073 | 15.57% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 812,854 | 19,167 | 0.02% | 0.02% | 26 | +112,960 | 16.14% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Added to | 802,736 | 18,928 | 0.06% | 0.01% | 27 | +617,456 | 333.26% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 791,559 | 18,664 | 0.09% | 0.07% | 28 | +50,925 | 6.88% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 781,157 | 18,419 | 0.0% | 0.0% | 29 | +41,376 | 5.59% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 765,357 | 18,046 | 0.0% | 0.0% | 30 | +511,467 | 201.45% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 733,542 | 17,296 | 0.0% | 0.0% | 31 | +98,275 | 15.47% | Q2 2026 | Aug 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 717,018 | 16,907 | 1.33% | 1.23% | 32 | -8,230 | -1.13% | Q2 2026 | Jul 06, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | Added to | 677,598 | 15,977 | 1.24% | 0.58% | 33 | +371,836 | 121.61% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 628,286 | 14,814 | 0.0% | 0.0% | 34 | +5,251 | 0.84% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 597,092 | 14,084 | 0.04% | 0.05% | 35 | +6,438 | 1.09% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 570,629 | 13,455 | 0.01% | 0.01% | 36 | +10,839 | 1.94% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 540,271 | 12,993 | 0.02% | 0.02% | 37 | -34,988 | -6.08% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 500,370 | 11,798 | 0.0% | 0.0% | 38 | +31,577 | 6.74% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | Added to | 493,964 | 11,647 | 0.01% | 0.01% | 39 | +19,259 | 4.06% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 486,147 | 11,463 | 0.0% | 0.0% | 40 | +445,666 | 1100.93% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 478,697 | 11,288 | 0.01% | 0.01% | 41 | +43,509 | 10.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 476,543 | 11,236 | 0.15% | 0.14% | 42 | +1,860 | 0.39% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | Added to | 468,247 | 11,128 | 0.01% | 0.01% | 43 | +31,088 | 7.11% | Q2 2026 | Aug 04, 2026 |
| Ethic Inc. | History | Added to | 461,574 | 10,883 | 0.14% | 0.12% | 44 | +59,829 | 14.89% | Q2 2026 | Jul 29, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 456,612 | 10,766 | 0.04% | 0.04% | 45 | -972 | -0.21% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 450,625 | 10,625 | 0.0% | 0.0% | 46 | +48,314 | 12.01% | Q2 2026 | Aug 14, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 446,780 | 10,535 | 1.1% | 0.96% | 47 | +43,969 | 10.92% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 439,633 | 10,366 | 0.01% | 0.01% | 48 | +7,910 | 1.83% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 437,164 | 10,308 | 0.02% | 0.01% | 49 | -15,696 | -3.47% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 414,866 | 9,782 | 0.01% | 0.01% | 50 | +1,994 | 0.48% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 408,740 | 9,638 | 0.08% | 0.07% | 51 | +63,087 | 18.25% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | Reduced | 366,043 | 8,637 | 0.04% | 0.03% | 52 | -474 | -0.13% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 336,966 | 7,945 | 0.22% | 0.24% | 53 | -67,903 | -16.77% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Added to | 329,155 | 7,761 | 0.01% | 0.01% | 54 | +4,641 | 1.43% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | Added to | 324,970 | 7,662 | 0.08% | 0.05% | 55 | +103,000 | 46.4% | Q2 2026 | Aug 10, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 320,000 | 7,545 | 0.25% | 0.21% | 56 | +26,000 | 8.84% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | Added to | 317,252 | 7,480 | 0.01% | 0.01% | 57 | +70,909 | 28.78% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 288,600 | 6,805 | 0.01% | 0.01% | 58 | +3,681 | 1.29% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 280,724 | 6,619 | 0.18% | 0.17% | 59 | -257 | -0.09% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Added to | 266,254 | 6,278 | 0.12% | 0.11% | 60 | +10,586 | 4.14% | Q2 2026 | Aug 11, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 262,517 | 6,190 | 1.25% | 1.17% | 61 | -1,721 | -0.65% | Q2 2026 | Jul 13, 2026 |
| Vident Advisory, LLC | History | Added to | 260,095 | 6,133 | 0.04% | 0.04% | 62 | +123 | 0.05% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 258,736 | 6,100 | 0.01% | 0.01% | 63 | +64,714 | 33.35% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 252,927 | 5,964 | 0.01% | 0.0% | 64 | +155,724 | 160.2% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | Added to | 251,341 | 5,926 | 0.08% | 0.07% | 65 | +14,577 | 6.16% | Q2 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 249,596 | 5,909 | 0.0% | 0.0% | 66 | +14,306 | 6.08% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 249,369 | 5,880 | 0.01% | 0.01% | 67 | -24,385 | -8.91% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 248,161 | 5,851 | 0.07% | 0.08% | 68 | +39,454 | 18.9% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 242,046 | 5,707 | 0.0% | 0.0% | 69 | +13,658 | 5.98% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 238,293 | 5,618 | 0.0% | 0.0% | 70 | +45,157 | 23.38% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 235,552 | 5,554 | 0.07% | 0.07% | 71 | +10,858 | 4.83% | Q2 2026 | Jul 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 231,955 | 5,536 | 0.11% | 0.1% | 72 | -3,615 | -1.53% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 230,432 | 5,433 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 211,570 | 4,988 | 0.68% | 0.62% | 74 | +4,761 | 2.3% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 211,424 | 4,985 | 0.0% | 0.0% | 75 | +6,526 | 3.18% | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management LLC | History | Added to | 206,378 | 4,866 | 0.15% | 0.13% | 76 | +21,098 | 11.39% | Q2 2026 | Jul 31, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 204,401 | 4,819 | 0.04% | 0.04% | 77 | +3,867 | 1.93% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 196,100 | 4,624 | 0.02% | 0.02% | 78 | -94,598 | -32.54% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 188,474 | 4,444 | 0.0% | 0.0% | 79 | -5,512 | -2.84% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 173,711 | 4,139 | 0.0% | 0.0% | 80 | +69,725 | 67.05% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 175,094 | 4,128 | 0.01% | 0.01% | 81 | -1,896 | -1.07% | Q2 2026 | Aug 19, 2026 |
| Naviter Wealth, LLC | History | Added to | 172,721 | 4,120 | 0.37% | 0.34% | 82 | +36,776 | 27.05% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 165,726 | 3,908 | 0.02% | — | 83 | +165,726 | New | Q2 2026 | Jul 20, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 163,993 | 3,866 | 1.21% | — | 84 | +163,993 | New | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 162,467 | 3,830 | 0.02% | 0.01% | 85 | +16,976 | 11.67% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 159,544 | 3,762 | 0.0% | 0.0% | 86 | +17,167 | 12.06% | Q2 2026 | Aug 13, 2026 |
| DJE Kapital AG | History | Reduced | 94,049 | 3,674 | 0.07% | 0.07% | 87 | -6,421 | -6.39% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | New | 155,052 | 3,656 | 0.0% | — | 88 | +155,052 | New | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | Added to | 149,157 | 3,559 | 0.07% | 0.07% | 89 | +2,516 | 1.72% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 148,899 | 3,511 | 0.06% | 0.05% | 90 | +40,888 | 37.86% | Q2 2026 | Jul 23, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 143,600 | 3,386 | 0.94% | 0.86% | 91 | +16,700 | 13.16% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 141,675 | 3,340 | 0.05% | 0.05% | 92 | +2,085 | 1.49% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 139,625 | 3,292 | 0.05% | 0.05% | 93 | +3,301 | 2.42% | Q2 2026 | Aug 11, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 138,754 | 3,271 | 0.39% | 0.36% | 94 | +673 | 0.49% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 137,775 | 3,248 | 0.0% | 0.0% | 95 | -7,287 | -5.02% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 134,555 | 3,172 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 131,754 | 3,106 | 0.03% | 0.03% | 97 | -4,583 | -3.36% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 116,391 | 3,065 | 0.05% | — | 99 | +116,391 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 116,391 | 3,065 | 0.05% | 0.04% | 98 | -2,856 | -2.4% | Q2 2026 | Jul 29, 2026 |
| BTC Capital Management, Inc. | History | Added to | 127,667 | 3,010 | 0.18% | 0.16% | 100 | +5,108 | 4.17% | Q2 2026 | Jul 16, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 126,375 | 2,979 | 0.26% | 0.25% | 101 | +6,450 | 5.38% | Q2 2026 | Jul 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 123,552 | 2,913 | 0.0% | 0.0% | 102 | +9,563 | 8.39% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Added to | 123,073 | 2,902 | 0.08% | 0.07% | 103 | +9,446 | 8.31% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 112,556 | 2,656 | 0.0% | 0.0% | 104 | +14,957 | 15.32% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 111,339 | 2,625 | 0.02% | 0.02% | 105 | +12,584 | 12.74% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 109,279 | 2,576 | 0.01% | 0.02% | 106 | -43,607 | -28.52% | Q2 2026 | Jul 17, 2026 |
| Ninepoint Partners LP | History | Added to | 106,929 | 2,521 | 0.19% | 0.05% | 107 | +69,505 | 185.72% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 106,210 | 2,504 | 0.0% | 0.0% | 108 | +5,278 | 5.23% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 101,462 | 2,392 | 0.12% | 0.1% | 109 | +9,952 | 10.88% | Q2 2026 | Jul 16, 2026 |
| CIBC Asset Management Inc | History | Reduced | 102,614 | 2,332 | 0.01% | 0.01% | 110 | -18,684 | -15.4% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 97,721 | 2,304 | 0.02% | 0.02% | 111 | +10,474 | 12.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 95,804 | 2,259 | 0.01% | 0.01% | 112 | +24,874 | 35.07% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | Reduced | 95,045 | 2,241 | 0.0% | 0.0% | 113 | -10,027 | -9.54% | Q2 2026 | Aug 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 92,822 | 2,188 | 0.03% | 0.03% | 114 | +4,580 | 5.19% | Q2 2026 | Aug 04, 2026 |
| Brooklyn Investment Group | History | No change | 110,649 | 2,185 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,438 | 2,179 | 0.01% | 0.01% | 116 | +4,226 | 4.79% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | Reduced | 91,502 | 2,157 | 0.37% | 0.31% | 117 | -36,726 | -28.64% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 103,811 | 2,050 | 0.0% | 0.0% | 118 | -4,144 | -3.84% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | New | 86,657 | 2,043 | 0.01% | — | 119 | +86,657 | New | Q2 2026 | Aug 03, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 82,753 | 1,951 | 0.02% | 0.2% | 120 | -486,147 | -85.45% | Q2 2026 | Aug 14, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 82,080 | 1,935 | 0.46% | — | 122 | +82,080 | New | Q2 2026 | Jul 20, 2026 |
| Ballentine Partners, LLC | History | Added to | 82,093 | 1,935 | 0.02% | 0.02% | 121 | +9,080 | 12.44% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | New | 81,755 | 1,927 | 0.0% | — | 123 | +81,755 | New | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 81,395 | 1,919 | 0.02% | 0.02% | 124 | +4,285 | 5.56% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 80,785 | 1,909 | 0.04% | 0.04% | 125 | +4,122 | 5.38% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Added to | 78,578 | 1,853 | 0.01% | 0.0% | 126 | +7,556 | 10.64% | Q2 2026 | Aug 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 77,486 | 1,827 | 0.09% | 0.08% | 127 | +1,169 | 1.53% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 76,040 | 1,802 | 0.06% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 76,263 | 1,798 | 0.04% | 0.02% | 129 | +16,684 | 28.0% | Q2 2026 | Jul 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 76,206 | 1,796 | 0.0% | 0.0% | 130 | -35,112 | -31.54% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 75,546 | 1,781 | 0.22% | 0.14% | 131 | +38,814 | 105.67% | Q2 2026 | Jul 23, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 73,870 | 1,741 | 0.07% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 73,281 | 1,727 | 0.17% | 0.15% | 133 | +2,573 | 3.64% | Q2 2026 | Jul 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 70,456 | 1,661 | 0.0% | 0.0% | 134 | -12,094 | -14.65% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 70,106 | 1,653 | 0.02% | 0.02% | 135 | +1,278 | 1.86% | Q2 2026 | Aug 03, 2026 |
| 1832 Asset Management L.P. | History | Added to | 67,070 | 1,581 | 0.0% | 0.0% | 136 | +9,377 | 16.25% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 66,638 | 1,571 | 0.0% | 0.0% | 137 | +306 | 0.46% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 65,517 | 1,544 | 0.02% | 0.02% | 138 | +877 | 1.36% | Q2 2026 | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 65,381 | 1,541 | 0.25% | 0.47% | 140 | -65,381 | -50.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,381 | 1,541 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | New | 62,091 | 1,464 | 0.02% | — | 141 | +62,091 | New | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Added to | 61,156 | 1,442 | 0.01% | 0.01% | 142 | +3,345 | 5.79% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 60,949 | 1,437 | 0.0% | 0.0% | 143 | +2,029 | 3.44% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 59,684 | 1,407 | 0.01% | 0.0% | 144 | +42,206 | 241.48% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 59,019 | 1,391 | 0.02% | 0.02% | 145 | +6,108 | 11.54% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,138 | 1,370 | 0.02% | 0.02% | 146 | +518 | 0.9% | Q2 2026 | Aug 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 57,660 | 1,359 | 0.0% | 0.0% | 147 | -18,406 | -24.2% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,787 | 1,307 | 0.0% | 0.0% | 148 | +10,841 | 27.14% | Q2 2026 | Jul 15, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 54,800 | 1,292 | 0.16% | 0.21% | 149 | -3,940 | -6.71% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 52,124 | 1,229 | 0.01% | 0.01% | 150 | +11,631 | 28.72% | Q2 2026 | Jul 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 51,663 | 1,218 | 0.01% | 0.01% | 151 | +2,615 | 5.33% | Q2 2026 | Jul 29, 2026 |
| PDS Planning, Inc | History | Added to | 50,641 | 1,194 | 0.07% | 0.07% | 152 | +422 | 0.84% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 50,386 | 1,188 | 0.02% | 0.01% | 153 | +11,436 | 29.36% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 54,021 | 1,181 | 0.0% | 0.0% | 154 | +24,658 | 83.98% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Reduced | 48,673 | 1,160 | 0.01% | 0.01% | 155 | -412 | -0.84% | Q2 2026 | Aug 12, 2026 |
| Limestone Investment Advisors LP | History | No change | 47,905 | 1,129 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Storgate, LLC | History | Added to | 46,764 | 1,102 | 0.23% | 0.27% | 157 | +29,587 | 172.25% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 46,543 | 1,097 | 0.0% | 0.0% | 158 | +651 | 1.42% | Q2 2026 | Jul 28, 2026 |
| Ellevest, Inc. | History | Added to | 45,842 | 1,077 | 0.13% | 0.13% | 159 | +124 | 0.27% | Q2 2026 | Aug 10, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 44,652 | 1,052 | 0.19% | 0.17% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 44,436 | 1,047 | 0.0% | 0.0% | 161 | +448 | 1.02% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | Added to | 44,373 | 1,046 | 0.02% | 0.02% | 162 | +6,210 | 16.27% | Q2 2026 | Aug 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 43,997 | 1,034 | 0.05% | 0.04% | 163 | -877 | -1.95% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 43,849 | 1,033 | 0.09% | 0.08% | 164 | +741 | 1.72% | Q2 2026 | Jul 02, 2026 |
| GAMMA Investing LLC | History | Added to | 42,429 | 1,000 | 0.04% | 0.03% | 165 | +6,282 | 17.38% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | Added to | 41,927 | 988 | 0.01% | 0.01% | 166 | +32,455 | 342.64% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 41,855 | 986 | 0.04% | 0.03% | 167 | +5,213 | 14.23% | Q2 2026 | Jul 20, 2026 |
| Themes Management Co LLC | History | Reduced | 41,750 | 984 | 0.65% | 0.6% | 168 | -7,225 | -14.75% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 41,381 | 975 | 0.04% | 0.04% | 169 | +2,301 | 5.89% | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 40,757 | 972 | 0.38% | 0.36% | 170 | +565 | 1.41% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 41,147 | 970 | 0.21% | 0.2% | 171 | -40 | -0.1% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 39,951 | 942 | 0.01% | 0.01% | 172 | +9,929 | 33.07% | Q2 2026 | Aug 10, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 37,322 | 880 | 0.0% | 0.0% | 173 | +4,774 | 14.67% | Q2 2026 | Aug 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 36,691 | 871 | 0.01% | 0.01% | 174 | -18,430 | -33.44% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,899 | 870 | 0.0% | 0.0% | 175 | +14,902 | 67.75% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | Added to | 36,491 | 860 | 0.15% | 0.15% | 176 | +1,605 | 4.6% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 36,244 | 854 | 0.01% | 0.0% | 177 | +7,161 | 24.62% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 35,565 | 838 | 0.01% | 0.01% | 178 | -183 | -0.51% | Q2 2026 | Jul 15, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 35,379 | 834 | 0.03% | 0.04% | 179 | -11,820 | -25.04% | Q2 2026 | Aug 06, 2026 |
| BAILARD, INC. | History | Reduced | 35,290 | 832 | 0.02% | 0.02% | 180 | -1,124 | -3.09% | Q2 2026 | Jul 30, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 35,169 | 829 | 0.18% | 0.16% | 181 | +339 | 0.97% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | Added to | 34,708 | 828 | 0.0% | 0.0% | 182 | +1,701 | 5.15% | Q2 2026 | Aug 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 34,759 | 819 | 0.01% | 0.01% | 183 | +1,084 | 3.22% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 34,301 | 808 | 0.04% | 0.03% | 184 | +9,597 | 38.85% | Q2 2026 | Jul 29, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 34,090 | 803 | 0.13% | 0.13% | 185 | +103 | 0.3% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 33,526 | 790 | 0.01% | 0.0% | 186 | +4,140 | 14.09% | Q2 2026 | Aug 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 32,905 | 775 | 0.01% | 0.01% | 187 | +8,596 | 35.36% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 32,865 | 774 | 0.07% | 0.07% | 188 | -439 | -1.32% | Q2 2026 | Aug 07, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 32,798 | 773 | 0.01% | 0.0% | 189 | -22 | -0.07% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 32,661 | 770 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 31,695 | 747 | 0.23% | 0.21% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 31,503 | 742 | 0.0% | 0.0% | 192 | -90 | -0.28% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 30,744 | 724 | 0.02% | 0.01% | 193 | +11,480 | 59.59% | Q2 2026 | Jul 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 30,744 | 724 | 0.01% | 0.01% | 194 | +1,059 | 3.57% | Q2 2026 | Aug 03, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 29,776 | 702 | 0.23% | 0.22% | 195 | +2,681 | 9.89% | Q2 2026 | Aug 04, 2026 |
| Calydon Capital | History | No change | 29,475 | 695 | 0.1% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 34,903 | 689 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 29,009 | 684 | 0.04% | 0.02% | 198 | +517 | 1.81% | Q2 2026 | Aug 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 28,651 | 679 | 0.0% | 0.0% | 199 | +40 | 0.14% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 28,562 | 673 | 0.0% | 0.0% | 200 | +451 | 1.6% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | Reduced | 28,102 | 662 | 0.0% | 0.01% | 201 | -37,800 | -57.36% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 27,793 | 655 | 0.04% | 0.01% | 202 | +12,384 | 80.37% | Q2 2026 | Jul 16, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 25,657 | 647 | 0.04% | 0.03% | 203 | +383 | 1.52% | Q2 2026 | Aug 05, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 27,310 | 643 | 0.2% | 0.2% | 204 | +292 | 1.08% | Q2 2026 | Jul 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 27,125 | 639 | 0.01% | 0.01% | 205 | +968 | 3.7% | Q2 2026 | Aug 14, 2026 |
| Traveka Wealth, LLC | History | Reduced | 26,630 | 627 | 0.21% | 0.2% | 206 | -96 | -0.36% | Q2 2026 | Jul 21, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 25,513 | 601 | 0.31% | 0.19% | 207 | +8,850 | 53.11% | Q2 2026 | Jul 28, 2026 |
| Trust Point Inc. | History | Added to | 25,437 | 599 | 0.05% | 0.04% | 208 | +1,328 | 5.51% | Q2 2026 | Jul 08, 2026 |
| Entropy Technologies, LP | History | Reduced | 25,309 | 596 | 0.02% | 0.02% | 209 | -1,264 | -4.76% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,010 | 590 | 0.02% | — | 210 | +25,010 | New | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | Added to | 24,538 | 578 | 0.05% | 0.07% | 211 | +4,023 | 19.61% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | New | 24,507 | 577 | 0.01% | — | 212 | +24,507 | New | Q2 2026 | Jul 31, 2026 |
| Five Oceans Advisors | History | No change | 24,405 | 575 | 0.18% | 0.17% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 23,919 | 564 | 0.03% | 0.02% | 215 | +2,257 | 10.42% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,945 | 564 | 0.0% | 0.0% | 214 | -827 | -3.34% | Q2 2026 | Sep 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 23,514 | 560 | 0.1% | 0.09% | 216 | +1,739 | 7.99% | Q2 2026 | Jul 21, 2026 |
| EntryPoint Capital, LLC | History | Added to | 23,684 | 558 | 0.14% | 0.07% | 217 | +11,159 | 89.09% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,250 | 548 | 0.0% | 0.0% | 218 | +4,303 | 22.71% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 23,155 | 545 | 0.06% | 0.07% | 219 | +338 | 1.48% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | New | 22,540 | 531 | 0.01% | — | 220 | +22,540 | New | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 22,193 | 523 | 0.01% | 0.01% | 221 | +4,323 | 24.19% | Q2 2026 | Jul 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 22,214 | 523 | 0.03% | 0.02% | 223 | +2,820 | 14.54% | Q2 2026 | Jul 24, 2026 |
| Net Worth Advisory Group | History | Reduced | 22,213 | 523 | 0.13% | 0.09% | 222 | -630 | -2.76% | Q2 2026 | Jul 13, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 21,764 | 513 | 0.1% | 0.06% | 224 | +9,495 | 77.39% | Q2 2026 | Jul 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 21,689 | 511 | 0.1% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | Added to | 21,215 | 500 | 0.14% | 0.13% | 226 | +2,941 | 16.09% | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | Added to | 20,702 | 488 | 0.02% | 0.02% | 227 | +1,236 | 6.35% | Q2 2026 | Aug 06, 2026 |
| 71 West Capital Partners | History | Added to | 20,397 | 480 | 0.02% | 0.01% | 228 | +7,986 | 64.35% | Q2 2026 | Aug 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 20,073 | 479 | 0.07% | 0.05% | 229 | +296 | 1.5% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,141 | 474 | 0.0% | 0.0% | 230 | +763 | 3.94% | Q2 2026 | Jul 27, 2026 |
| EWA, LLC | History | Reduced | 20,065 | 473 | 0.09% | 0.1% | 231 | -1,663 | -7.65% | Q2 2026 | Jul 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 19,886 | 468 | 0.0% | 0.0% | 232 | +214 | 1.09% | Q2 2026 | Aug 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 19,713 | 464 | 0.26% | 0.26% | 233 | -14,931 | -43.1% | Q2 2026 | Jul 16, 2026 |
| Optas, LLC | History | Added to | 19,385 | 457 | 0.06% | 0.06% | 234 | +819 | 4.41% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON JONES LLC | History | Added to | 19,175 | 452 | 0.01% | 0.01% | 235 | +1,518 | 8.6% | Q2 2026 | Aug 11, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 18,878 | 445 | 0.05% | 0.11% | 236 | -42,752 | -69.37% | Q2 2026 | Jul 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 18,547 | 437 | 0.05% | 0.03% | 237 | +7,267 | 64.42% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | New | 18,336 | 432 | 0.0% | — | 238 | +18,336 | New | Q2 2026 | Aug 10, 2026 |
| New Republic Capital, LLC | History | Added to | 18,146 | 427 | 0.1% | 0.12% | 239 | +165 | 0.92% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,002 | 424 | 0.01% | 0.01% | 240 | +1,960 | 12.22% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,975 | 423 | 0.0% | 0.0% | 241 | -7,062 | -28.21% | Q2 2026 | Jul 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 17,783 | 419 | 0.02% | 0.02% | 242 | +656 | 3.83% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Added to | 17,674 | 416 | 0.01% | 0.0% | 243 | +2,739 | 18.34% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | Added to | 17,432 | 411 | 0.01% | 0.01% | 244 | +3,245 | 22.87% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,360 | 409 | 0.01% | 0.01% | 245 | +245 | 1.43% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 17,025 | 401 | 0.01% | 0.01% | 246 | -848 | -4.74% | Q2 2026 | Jul 17, 2026 |
| First Affirmative Financial Network | History | No change | 20,279 | 400 | 0.16% | 0.16% | 247 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,803 | 396 | 0.0% | 0.0% | 248 | -1,569 | -8.54% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,666 | 392 | 0.0% | 0.0% | 249 | -16 | -0.1% | Q2 2026 | Jul 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 16,388 | 386 | 0.0% | 0.0% | 250 | +144 | 0.89% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | New | 16,039 | 378 | 0.01% | — | 251 | +16,039 | New | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 15,802 | 372 | 0.0% | — | 252 | +15,802 | New | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 15,504 | 365 | 0.0% | 0.0% | 253 | -421 | -2.64% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 15,476 | 364 | 0.01% | 0.01% | 254 | -1,024 | -6.21% | Q2 2026 | Jul 14, 2026 |
| Athena Wealth Management, LLC | History | Added to | 15,378 | 362 | 0.27% | 0.22% | 255 | +1,470 | 10.57% | Q2 2026 | Jul 21, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 15,174 | 357 | 0.09% | 0.09% | 256 | +845 | 5.9% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 15,076 | 355 | 0.03% | 0.02% | 257 | +228 | 1.54% | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 13,694 | 353 | 0.07% | 0.06% | 258 | +250 | 1.86% | Q2 2026 | Aug 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 14,936 | 352 | 0.05% | 0.03% | 259 | +4,447 | 42.4% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 14,799 | 348 | 0.0% | 0.0% | 260 | -14,821 | -50.04% | Q2 2026 | Aug 18, 2026 |
| Choate Investment Advisors | History | No change | 14,642 | 345 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canopy Partners, LLC | History | Added to | 14,626 | 344 | 0.1% | 0.09% | 262 | +969 | 7.1% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | Added to | 14,522 | 342 | 0.01% | 0.01% | 263 | +506 | 3.61% | Q2 2026 | Aug 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 14,257 | 336 | 0.04% | 0.04% | 264 | -25 | -0.18% | Q2 2026 | Jul 27, 2026 |
| STATE STREET CORP | History | No change | 13,954 | 333 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 14,059 | 331 | 0.11% | 0.1% | 266 | +33 | 0.24% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | Reduced | 13,993 | 329 | 0.04% | 0.03% | 267 | -182 | -1.28% | Q2 2026 | Jul 15, 2026 |
| Cromwell Holdings LLC | History | No change | 13,841 | 329 | 0.15% | 0.15% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,764 | 328 | 0.0% | 0.0% | 269 | -2,869 | -17.25% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 13,845 | 326 | 0.04% | 0.03% | 270 | +6,868 | 98.44% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,845 | 326 | 0.0% | 0.0% | 271 | +1,835 | 15.28% | Q2 2026 | Sep 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 13,611 | 320 | 0.0% | — | 272 | +13,611 | New | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Added to | 13,484 | 319 | 0.0% | 0.0% | 273 | +4,313 | 47.03% | Q2 2026 | Aug 14, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 13,304 | 313 | 0.07% | 0.07% | 274 | +671 | 5.31% | Q2 2026 | Jul 17, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 13,299 | 313 | 0.28% | 0.26% | 275 | +405 | 3.14% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | Reduced | 12,111 | 311 | 0.01% | 0.01% | 277 | -2,111 | -14.84% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 13,223 | 311 | 0.0% | 0.0% | 276 | +1,454 | 12.35% | Q2 2026 | Jul 22, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 13,124 | 309 | 0.01% | 0.05% | 278 | -95,313 | -87.9% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | Reduced | 12,577 | 296 | 0.1% | 0.09% | 279 | -57 | -0.45% | Q2 2026 | Aug 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,451 | 294 | 0.0% | 0.0% | 280 | +285 | 2.34% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 12,438 | 293 | 0.0% | 0.0% | 281 | +9,041 | 266.15% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12,385 | 292 | 0.01% | 0.02% | 282 | -20,449 | -62.28% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 12,285 | 289 | 0.0% | — | 283 | +12,285 | New | Q2 2026 | Aug 06, 2026 |
| Pure Financial Advisors, LLC | History | New | 12,223 | 288 | 0.0% | — | 284 | +12,223 | New | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | New | 12,176 | 288 | 0.03% | — | 285 | +12,176 | New | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | Reduced | 11,989 | 282 | 0.06% | 0.06% | 286 | -35 | -0.29% | Q2 2026 | Aug 06, 2026 |
| Keel Point, LLC | History | Added to | 11,952 | 281 | 0.02% | 0.01% | 287 | +1,692 | 16.49% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 11,877 | 280 | 0.02% | — | 288 | +11,877 | New | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 11,349 | 270 | 0.01% | 0.01% | 289 | +943 | 9.06% | Q2 2026 | Jul 28, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 11,407 | 268 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUB Investment Partners, LLC | History | New | 11,279 | 265 | 0.0% | — | 292 | +11,279 | New | Q2 2026 | Jul 31, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 11,256 | 265 | 0.14% | 0.13% | 291 | +358 | 3.29% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | New | 11,218 | 264 | 0.0% | — | 294 | +11,218 | New | Q2 2026 | Aug 07, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,215 | 264 | 0.12% | 0.12% | 293 | -332 | -2.88% | Q2 2026 | Jul 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,957 | 258 | 0.0% | 0.01% | 295 | -43,372 | -79.83% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,911 | 257 | 0.0% | 0.0% | 296 | +9,951 | 1036.56% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 10,832 | 255 | 0.03% | 0.03% | 297 | -118 | -1.08% | Q2 2026 | Jul 27, 2026 |
| XXI WEALTH, LLC | History | Added to | 10,804 | 254 | 0.12% | 0.11% | 298 | +695 | 6.88% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 12,066 | 248 | 0.0% | 0.0% | 299 | -1,443 | -10.68% | Q2 2026 | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 10,009 | 236 | 0.01% | 0.02% | 300 | -9,791 | -49.45% | Q2 2026 | Jul 13, 2026 |
| Rehmann Capital Advisory Group | History | New | 9,546 | 225 | 0.01% | — | 301 | +9,546 | New | Q2 2026 | Aug 20, 2026 |
| May Hill Capital, LLC | History | New | 9,539 | 224 | 0.05% | — | 302 | +9,539 | New | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 9,424 | 222 | 0.0% | 0.0% | 303 | -9,424 | -50.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 9,240 | 217 | 0.0% | 0.0% | 304 | -2,779 | -23.12% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,161 | 216 | 0.0% | 0.0% | 305 | -9,697 | -51.42% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | New | 9,132 | 215 | 0.02% | — | 306 | +9,132 | New | Q2 2026 | Jul 15, 2026 |
| Pallas Capital Advisors LLC | History | New | 9,017 | 212 | 0.01% | — | 307 | +9,017 | New | Q2 2026 | Aug 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 8,907 | 210 | 0.01% | 0.02% | 308 | -5,753 | -39.24% | Q2 2026 | Aug 14, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 8,827 | 208 | 0.07% | — | 309 | +8,827 | New | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | New | 8,827 | 208 | 0.0% | — | 310 | +8,827 | New | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 8,745 | 206 | 0.0% | 0.0% | 311 | +2,995 | 52.09% | Q2 2026 | Aug 12, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 8,709 | 205 | 0.02% | 0.02% | 312 | +1,010 | 13.12% | Q2 2026 | Jul 27, 2026 |
| WRAPMANAGER INC | History | New | 8,613 | 203 | 0.06% | — | 313 | +8,613 | New | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 8,577 | 202 | 0.02% | — | 314 | +8,577 | New | Q2 2026 | Jul 10, 2026 |
| Klingman & Associates, LLC | History | New | 8,566 | 201 | 0.01% | — | 316 | +8,566 | New | Q2 2026 | Jul 29, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8,546 | 201 | 0.13% | 0.11% | 315 | +97 | 1.15% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | Reduced | 7,238 | 170 | 0.0% | 0.0% | 317 | -454 | -5.9% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,974 | 140 | 0.01% | 0.02% | 318 | -15,446 | -72.11% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 5,823 | 137 | 0.0% | 0.0% | 319 | +1,787 | 44.28% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 5,767 | 135 | 0.1% | 0.09% | 320 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,190 | 122 | 0.01% | 0.01% | 321 | +157 | 3.12% | Q2 2026 | Sep 04, 2026 |
| Elequin Capital, LP | History | New | 5,105 | 120 | 0.0% | — | 322 | +5,105 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,958 | 116 | 0.0% | 0.0% | 323 | -8 | -0.16% | Q2 2026 | Aug 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,246 | 100 | 0.06% | 0.05% | 324 | +408 | 10.63% | Q2 2026 | Aug 10, 2026 |
| Te Ahumairangi Investment Management Ltd | History | No change | 4,216 | 99 | 0.02% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,052 | 95 | 0.0% | 0.0% | 326 | -191 | -4.5% | Q2 2026 | Aug 05, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 3,989 | 94 | 0.03% | 0.03% | 327 | -44 | -1.09% | Q2 2026 | Jul 20, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,819 | 90 | 0.02% | — | 329 | +3,819 | New | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,827 | 90 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manchester Capital Management LLC | History | No change | 3,752 | 88 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,727 | 87 | 0.0% | 0.0% | 331 | +644 | 20.89% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 3,421 | 82 | 0.01% | 0.0% | 333 | +1,410 | 70.11% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,500 | 82 | 0.0% | 0.0% | 332 | -1,100 | -23.91% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | New | 2,945 | 75 | 0.0% | — | 335 | +2,945 | New | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,169 | 75 | 0.0% | 0.0% | 334 | +25 | 0.8% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 2,925 | 68 | 0.02% | 0.01% | 336 | +650 | 28.57% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,858 | 67 | 0.0% | 0.0% | 337 | +913 | 46.94% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,651 | 62 | 0.0% | 0.0% | 338 | +580 | 28.01% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,378 | 56 | 0.0% | 0.0% | 339 | -359 | -13.12% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,409 | 56 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,336 | 55 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Added to | 2,207 | 52 | 0.0% | 0.0% | 342 | +604 | 37.68% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,001 | 47 | 0.0% | 0.0% | 343 | -444 | -18.16% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,737 | 45 | 0.01% | 0.01% | 344 | -150 | -7.95% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 1,626 | 38 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BAYBAN | History | No change | 1,532 | 36 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,421 | 34 | 0.0% | 0.0% | 347 | +6 | 0.42% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,377 | 32 | 0.0% | 0.0% | 348 | +53 | 4.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | Added to | 1,300 | 30 | 0.01% | 0.01% | 349 | +251 | 23.93% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,249 | 29 | 0.01% | 0.0% | 350 | +932 | 294.01% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 1,201 | 28 | 0.0% | — | 352 | +1,201 | New | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,193 | 28 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,141 | 27 | 0.0% | 0.0% | 354 | -86 | -7.01% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,187 | 27 | 0.0% | 0.0% | 353 | +81 | 7.32% | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,116 | 26 | 0.0% | 0.0% | 355 | +364 | 48.4% | Q2 2026 | Jul 22, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,135 | 26 | 0.01% | 0.01% | 356 | -29 | -2.49% | Q2 2026 | Jul 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 997 | 23 | 0.01% | 0.0% | 357 | +654 | 190.67% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 948 | 22 | 0.0% | 0.0% | 358 | +460 | 94.26% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 937 | 22 | 0.0% | 0.01% | 359 | -415 | -30.7% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 928 | 21 | 0.01% | — | 363 | +928 | New | Q2 2026 | Jul 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 893 | 21 | 0.01% | — | 364 | +893 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 902 | 21 | 0.0% | 0.0% | 362 | +34 | 3.92% | Q2 2026 | Jul 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 921 | 21 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | No change | 882 | 21 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | Added to | 874 | 20 | 0.0% | 0.0% | 365 | +276 | 46.15% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Added to | 854 | 20 | 0.0% | 0.0% | 366 | +67 | 8.51% | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 806 | 19 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Basepoint Wealth LLC | History | No change | 818 | 19 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 785 | 18 | 0.0% | 0.0% | 369 | +284 | 56.69% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 756 | 17 | 0.0% | 0.0% | 371 | +485 | 178.97% | Q2 2026 | Aug 10, 2026 |
| Cheviot Value Management, LLC | History | No change | 728 | 17 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 750 | 17 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | Added to | 696 | 16 | 0.01% | 0.0% | 374 | +569 | 448.03% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 694 | 16 | 0.0% | 0.0% | 373 | +367 | 112.23% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | New | 670 | 15 | 0.0% | — | 377 | +670 | New | Q2 2026 | Jul 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 644 | 15 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFS Partners, LLC | History | No change | 648 | 15 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 600 | 14 | 0.0% | 0.0% | 378 | +400 | 200.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 618 | 14 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 616 | 14 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WPG Advisers, LLC | History | Reduced | 580 | 13 | 0.01% | 0.01% | 382 | -6 | -1.02% | Q2 2026 | Aug 05, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 566 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Synergy Investment Management, LLC | History | New | 516 | 12 | 0.0% | — | 385 | +516 | New | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 511 | 12 | 0.01% | 0.01% | 384 | +35 | 7.35% | Q2 2026 | Aug 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 533 | 12 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 470 | 11 | 0.0% | — | 388 | +470 | New | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 472 | 11 | 0.0% | 0.0% | 386 | -146 | -23.62% | Q2 2026 | Sep 02, 2026 |
| Financial Connections Group, Inc. | History | No change | 561 | 11 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 433 | 10 | 0.0% | 0.0% | 389 | +96 | 28.49% | Q2 2026 | Jul 20, 2026 |
| Arlington Trust Co LLC | History | No change | 446 | 10 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Triumph Capital Management | History | Added to | 393 | 9 | 0.0% | 0.0% | 392 | +36 | 10.08% | Q2 2026 | Jul 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 422 | 9 | 0.0% | 0.0% | 391 | +24 | 6.03% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 393 | 9 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 384 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 345 | 8 | 0.0% | 0.01% | 397 | -12,359 | -97.28% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | Added to | 361 | 8 | 0.0% | 0.0% | 395 | +269 | 292.39% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 377 | 8 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | Added to | 332 | 7 | 0.0% | 0.0% | 400 | +168 | 102.44% | Q2 2026 | Jul 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 313 | 7 | 0.0% | 0.0% | 401 | +58 | 22.75% | Q2 2026 | Jul 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 337 | 7 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 311 | 7 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 271 | 6 | 0.0% | — | 404 | +271 | New | Q2 2026 | Aug 06, 2026 |
| Gleason Group, Inc. | History | New | 265 | 6 | 0.0% | — | 405 | +265 | New | Q2 2026 | Jul 13, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 274 | 6 | 0.05% | 0.05% | 402 | -103 | -27.32% | Q2 2026 | Jul 31, 2026 |
| Burk Holdings LLC | History | No change | 255 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 250 | 5 | 0.0% | — | 414 | +250 | New | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | New | 220 | 5 | 0.0% | — | 413 | +220 | New | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | Added to | 248 | 5 | 0.0% | 0.0% | 412 | +144 | 138.46% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 252 | 5 | 0.0% | 0.0% | 409 | +91 | 56.52% | Q2 2026 | Jul 30, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 248 | 5 | 0.0% | 0.0% | 407 | +86 | 53.09% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | No change | 244 | 5 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clean Yield Group | History | No change | 250 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independence Bank of Kentucky | History | No change | 225 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WealthCollab, LLC | History | No change | 226 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 174 | 4 | 0.0% | 0.01% | 416 | -904 | -83.86% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 212 | 4 | 0.0% | — | 417 | +212 | New | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | New | 162 | 4 | 0.0% | — | 418 | +162 | New | Q2 2026 | Jul 09, 2026 |
| Johnson Financial Group, Inc. | History | No change | 202 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 134 | 3 | 0.0% | 0.0% | 419 | -154 | -53.47% | Q2 2026 | Aug 10, 2026 |
| Quent Capital, LLC | History | New | 150 | 3 | 0.0% | — | 425 | +150 | New | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | New | 147 | 3 | 0.0% | — | 426 | +147 | New | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | New | 131 | 3 | 0.0% | — | 427 | +131 | New | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 112 | 3 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 159 | 3 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | No change | 142 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 164 | 3 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nemes Rush Group LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 117 | 2 | 0.0% | — | 438 | +117 | New | Q2 2026 | Jul 06, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 106 | 2 | 0.0% | — | 439 | +106 | New | Q2 2026 | Aug 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 99 | 2 | 0.0% | — | 437 | +66 | 200.0% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 88 | 2 | 0.0% | — | 432 | +56 | 175.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | Added to | 126 | 2 | 0.0% | 0.0% | 428 | +53 | 72.6% | Q2 2026 | Jul 31, 2026 |
| ST GERMAIN D J CO INC | History | No change | 91 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COUNTRY TRUST BANK | History | No change | 87 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 116 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 59 | 1 | 0.0% | 0.02% | 440 | -1,647 | -96.54% | Q2 2026 | Aug 18, 2026 |
| Inspire Investing, LLC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 441 | -126 | -68.11% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 75 | 1 | 0.0% | — | 455 | +75 | New | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 69 | 1 | 0.0% | — | 453 | +69 | New | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 62 | 1 | 0.0% | — | 452 | +62 | New | Q2 2026 | Jul 21, 2026 |
| Breakwater Investment Management | History | New | 53 | 1 | 0.0% | — | 456 | +53 | New | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 71 | 1 | 0.0% | — | 443 | +52 | 273.68% | Q2 2026 | Aug 05, 2026 |
| Monetary Solutions, Ltd | History | New | 51 | 1 | 0.0% | — | 457 | +51 | New | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | New | 48 | 1 | 0.0% | — | 454 | +48 | New | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | New | 46 | 1 | 0.0% | — | 451 | +46 | New | Q2 2026 | Jul 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 47 | 1 | 0.0% | — | 442 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 45 | 1 | 0.0% | — | 445 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 74 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 79 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -459,656 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -327,910 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.68% | — | -320,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 3.44% | — | -175,608 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -165,045 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -159,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -77,044 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -58,026 | -100.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -38,251 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -28,928 | -100.0% | Q2 2026 | Aug 06, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,506 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -26,363 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -24,991 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,435 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,735 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,214 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,177 | -100.0% | Q2 2026 | Aug 06, 2026 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,499 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,981 | -100.0% | Q2 2026 | Aug 14, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,699 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,659 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,365 | -100.0% | Q2 2026 | Jul 27, 2026 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,340 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,276 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,136 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,000 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,876 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,679 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,404 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,214 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,104 | -100.0% | Q2 2026 | Aug 26, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -498 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Grove Bank & Trust | History | New | 40 | 0 | — | — | — | +40 | New | Q2 2026 | Jul 07, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Jul 23, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 01, 2026 |
| Decker Retirement Planning Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Capital Management LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |