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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 25,112,524 | 592,153 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 13,937,223 | 328,639 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,814,662 | 255,009 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 7,854,802 | 185,216 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 6,291,379 | 148,350 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,158,454 | 145,216 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,831,212 | 90,339 | 0.49% | 0.49% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,493,982 | 82,388 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 3,139,702 | 74,034 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,263,530 | 53,372 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,146,202 | 50,607 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 2,143,555 | 50,545 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,781,736 | 42,013 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,599,915 | 41,453 | 0.49% | 0.49% | 14 | -109,785 | -6.42% | Q3 2026 | Oct 05, 2026 |
| Capital Wealth Planning, LLC | History | No change | 1,659,962 | 39,141 | 0.2% | 0.2% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,525,928 | 36,179 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 1,392,610 | 32,837 | 0.36% | 0.36% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,340,654 | 31,612 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,244,470 | 29,344 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,233,914 | 29,095 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,141,000 | 26,904 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Added to | 954,982 | 24,743 | 0.01% | 0.01% | 22 | +71,325 | 8.07% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,033,683 | 24,374 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,023,572 | 24,135 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,022,557 | 24,111 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Calamos Advisors LLC | History | Reduced | 799,550 | 20,716 | 0.06% | 0.06% | 26 | -3,186 | -0.4% | Q3 2026 | Nov 02, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 812,854 | 19,167 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 791,559 | 18,664 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 781,157 | 18,419 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 765,357 | 18,046 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 733,542 | 17,296 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CCM INVESTMENT ADVISERS LLC | History | No change | 677,598 | 15,977 | 1.24% | 1.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 628,286 | 14,814 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 601,549 | 14,491 | 1.11% | 1.33% | 34 | -115,469 | -16.1% | Q3 2026 | Oct 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 597,092 | 14,084 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 570,629 | 13,455 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 540,271 | 12,993 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 475,546 | 12,321 | 0.14% | 0.14% | 38 | +13,972 | 3.03% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 500,370 | 11,798 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 493,964 | 11,647 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 444,318 | 11,512 | 0.15% | 0.15% | 41 | -32,225 | -6.76% | Q3 2026 | Oct 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 486,147 | 11,463 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 478,697 | 11,288 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 468,247 | 11,128 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 456,612 | 10,766 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 450,625 | 10,625 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 446,780 | 10,535 | 1.1% | 1.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 439,633 | 10,366 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 437,164 | 10,308 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 382,038 | 9,898 | 0.02% | 0.01% | 50 | +64,786 | 20.42% | Q3 2026 | Oct 21, 2026 |
| FEDERATED HERMES, INC. | History | No change | 414,866 | 9,782 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 408,740 | 9,638 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Moran Wealth Management, LLC | History | Added to | 347,144 | 8,994 | 0.25% | 0.22% | 53 | +10,178 | 3.02% | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 366,043 | 8,637 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 320,000 | 8,291 | 0.27% | 0.25% | 55 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 329,155 | 7,761 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | No change | 324,970 | 7,662 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 288,665 | 7,479 | 0.06% | 0.07% | 58 | +40,504 | 16.32% | Q3 2026 | Oct 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 281,549 | 7,097 | 0.19% | 0.18% | 59 | +825 | 0.29% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 288,600 | 6,805 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 259,581 | 6,725 | 1.45% | 1.25% | 61 | -2,936 | -1.12% | Q3 2026 | Oct 13, 2026 |
| Gradient Investments LLC | History | Reduced | 244,002 | 6,322 | 0.09% | 0.08% | 62 | -7,339 | -2.92% | Q3 2026 | Oct 08, 2026 |
| Callan Family Office, LLC | History | No change | 266,254 | 6,278 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 238,583 | 6,181 | 0.08% | 0.07% | 64 | +3,031 | 1.29% | Q3 2026 | Oct 23, 2026 |
| Vident Advisory, LLC | History | No change | 260,095 | 6,133 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 258,736 | 6,100 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 230,432 | 5,970 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 252,927 | 5,964 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 249,596 | 5,909 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 226,944 | 5,880 | 0.17% | 0.15% | 70 | +20,566 | 9.97% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 249,369 | 5,880 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 242,046 | 5,707 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 238,293 | 5,618 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 231,955 | 5,536 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 212,179 | 5,497 | 0.77% | 0.68% | 75 | +609 | 0.29% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 211,424 | 4,985 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 204,401 | 4,819 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 196,100 | 4,624 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triasima Portfolio Management inc. | History | New | 176,975 | 4,585 | 0.6% | — | 79 | +176,975 | New | Q3 2026 | Oct 15, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 188,474 | 4,444 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 166,375 | 4,311 | 0.03% | 0.02% | 81 | +649 | 0.39% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 173,711 | 4,139 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 175,094 | 4,128 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Naviter Wealth, LLC | History | No change | 172,721 | 4,120 | 0.37% | 0.37% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 163,993 | 3,866 | 1.21% | 1.21% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 162,467 | 3,830 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 146,693 | 3,800 | 0.07% | 0.06% | 87 | -2,206 | -1.48% | Q3 2026 | Oct 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 159,544 | 3,762 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| DJE Kapital AG | History | No change | 94,049 | 3,674 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | No change | 155,052 | 3,656 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 149,157 | 3,559 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 143,600 | 3,386 | 0.94% | 0.94% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 130,013 | 3,368 | 0.4% | 0.39% | 93 | -8,741 | -6.3% | Q3 2026 | Oct 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 129,725 | 3,361 | 0.3% | 0.26% | 94 | +3,350 | 2.65% | Q3 2026 | Nov 02, 2026 |
| Advisors Asset Management, Inc. | History | No change | 141,675 | 3,340 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 139,625 | 3,292 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 137,775 | 3,248 | 0.0% | 0.0% | 97 | 0 | 0.0% | 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% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 120,094 | 3,111 | 0.03% | 0.03% | 99 | -11,660 | -8.85% | Q3 2026 | Oct 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 122,379 | 3,030 | 0.05% | 0.05% | 100 | +5,988 | 5.14% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 122,379 | 3,030 | 0.05% | 0.05% | 101 | +5,988 | 5.14% | Q3 2026 | Oct 20, 2026 |
| BTC Capital Management, Inc. | History | No change | 127,667 | 3,010 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RHUMBLINE ADVISERS | History | No change | 123,552 | 2,913 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 123,073 | 2,902 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 112,556 | 2,656 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 102,127 | 2,646 | 0.13% | 0.12% | 106 | +665 | 0.66% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 111,339 | 2,625 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 109,279 | 2,576 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ninepoint Partners LP | History | No change | 106,929 | 2,521 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 106,210 | 2,504 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 102,614 | 2,332 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 97,721 | 2,304 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 95,804 | 2,259 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 95,045 | 2,241 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Capricorn Fund Managers Ltd | History | New | 84,500 | 2,189 | 0.21% | — | 115 | +84,500 | New | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 92,822 | 2,188 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 92,438 | 2,179 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | No change | 91,502 | 2,157 | 0.37% | 0.37% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Added to | 82,864 | 2,147 | 0.02% | 0.02% | 119 | +1,469 | 1.8% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 103,811 | 2,050 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 86,657 | 2,043 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alphadyne Asset Management LP | History | No change | 82,753 | 1,951 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 82,093 | 1,935 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | No change | 81,755 | 1,927 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 80,785 | 1,909 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 78,578 | 1,853 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 77,486 | 1,827 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 76,040 | 1,802 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 69,523 | 1,801 | 0.18% | 0.17% | 129 | -3,758 | -5.13% | Q3 2026 | Oct 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 76,206 | 1,796 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 75,546 | 1,781 | 0.22% | 0.22% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 73,870 | 1,741 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 67,154 | 1,699 | 0.0% | 0.0% | 133 | +16,367 | 32.23% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 70,456 | 1,661 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 67,070 | 1,581 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 66,638 | 1,571 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 65,517 | 1,544 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,381 | 1,541 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 65,381 | 1,541 | 0.25% | 0.25% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 59,099 | 1,531 | 0.02% | 0.02% | 140 | +961 | 1.65% | Q3 2026 | Nov 03, 2026 |
| Themes Management Co LLC | History | Added to | 58,999 | 1,528 | 1.01% | 0.65% | 141 | +17,249 | 41.31% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,202 | 1,482 | 0.01% | 0.01% | 143 | +5,078 | 9.74% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | Reduced | 57,212 | 1,482 | 0.01% | 0.01% | 142 | -3,944 | -6.45% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 62,091 | 1,464 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 60,949 | 1,437 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 54,854 | 1,421 | 0.01% | 0.01% | 146 | +3,191 | 6.18% | Q3 2026 | Oct 23, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 59,684 | 1,407 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 57,660 | 1,359 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 50,592 | 1,310 | 0.01% | 0.02% | 150 | -19,514 | -27.83% | Q3 2026 | Oct 27, 2026 |
| PDS Planning, Inc | History | Reduced | 50,565 | 1,310 | 0.07% | 0.07% | 149 | -76 | -0.15% | Q3 2026 | Nov 03, 2026 |
| AdvisorShares Investments LLC | History | No change | 54,800 | 1,292 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 48,846 | 1,265 | 0.0% | 0.0% | 152 | +2,303 | 4.95% | Q3 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | Added to | 46,371 | 1,201 | 0.04% | 0.04% | 153 | +3,942 | 9.29% | Q3 2026 | Oct 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 46,286 | 1,199 | 0.26% | 0.21% | 154 | +5,139 | 12.49% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 50,386 | 1,188 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 54,021 | 1,181 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 45,374 | 1,175 | 0.1% | 0.09% | 157 | +1,525 | 3.48% | Q3 2026 | Oct 01, 2026 |
| Summit Financial, LLC | History | No change | 48,673 | 1,160 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 44,652 | 1,156 | 0.21% | 0.19% | 159 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Limestone Investment Advisors LP | History | No change | 47,905 | 1,129 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 42,640 | 1,104 | 0.02% | 0.02% | 161 | -16,379 | -27.75% | Q3 2026 | Oct 15, 2026 |
| Storgate, LLC | History | No change | 46,764 | 1,102 | 0.23% | 0.23% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | No change | 45,842 | 1,077 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 44,436 | 1,047 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 44,373 | 1,046 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 40,297 | 1,044 | 0.0% | 0.0% | 166 | +2,975 | 7.97% | Q3 2026 | Oct 30, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 43,997 | 1,034 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 38,385 | 994 | 0.05% | 0.04% | 168 | +4,084 | 11.91% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 41,927 | 988 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 41,855 | 986 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SYON CAPITAL LLC | History | No change | 41,381 | 975 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 40,757 | 972 | 0.38% | 0.38% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 36,553 | 947 | 0.17% | 0.15% | 173 | +62 | 0.17% | Q3 2026 | Oct 19, 2026 |
| NewEdge Wealth, LLC | History | No change | 39,951 | 942 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 36,270 | 939 | 0.04% | — | 175 | +36,270 | New | Q3 2026 | Oct 26, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 35,806 | 927 | 0.21% | 0.18% | 176 | +637 | 1.81% | Q3 2026 | Oct 19, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 36,691 | 871 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,899 | 870 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 32,985 | 854 | 0.14% | 0.13% | 180 | -1,105 | -3.24% | Q3 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 36,244 | 854 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 32,752 | 848 | 0.01% | 0.01% | 181 | +91 | 0.28% | Q3 2026 | Oct 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 32,708 | 847 | 0.01% | 0.01% | 182 | +1,964 | 6.39% | Q3 2026 | Oct 22, 2026 |
| BAILARD, INC. | History | Reduced | 32,395 | 839 | 0.02% | 0.02% | 183 | -2,895 | -8.2% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | No change | 35,565 | 838 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 35,379 | 834 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 34,708 | 828 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 34,759 | 819 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,298 | 817 | 0.0% | — | 188 | +32,292 | 538200.0% | Q3 2026 | Oct 16, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 31,265 | 810 | 0.25% | 0.23% | 189 | -430 | -1.36% | Q3 2026 | Oct 19, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 31,178 | 807 | 0.31% | 0.23% | 190 | +1,402 | 4.71% | Q3 2026 | Oct 26, 2026 |
| Jefferies Financial Group Inc. | History | No change | 33,526 | 790 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bleakley Financial Group, LLC | History | No change | 32,905 | 775 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 32,798 | 773 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 29,496 | 764 | 0.07% | 0.07% | 194 | -3,369 | -10.25% | Q3 2026 | Oct 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,503 | 742 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Added to | 28,373 | 735 | 0.06% | 0.05% | 196 | +2,936 | 11.54% | Q3 2026 | Oct 27, 2026 |
| GeoWealth Management, LLC | History | No change | 30,744 | 724 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 27,457 | 711 | 0.25% | 0.2% | 198 | +147 | 0.54% | Q3 2026 | Oct 16, 2026 |
| Traveka Wealth, LLC | History | Added to | 27,154 | 703 | 0.22% | 0.21% | 199 | +524 | 1.97% | Q3 2026 | Oct 19, 2026 |
| Calydon Capital | History | No change | 29,475 | 695 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 29,009 | 684 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 28,651 | 679 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 28,562 | 673 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,696 | 665 | 0.0% | 0.0% | 204 | +7,721 | 42.95% | Q3 2026 | Nov 02, 2026 |
| Jain Global LLC | History | No change | 28,102 | 662 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 24,979 | 647 | 0.34% | 0.31% | 207 | -534 | -2.09% | Q3 2026 | Nov 03, 2026 |
| Bridgewater Advisors Inc. | History | No change | 25,657 | 647 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 24,678 | 639 | 0.01% | 0.01% | 209 | +2,485 | 11.2% | Q3 2026 | Oct 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 27,125 | 639 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Five Oceans Advisors | History | No change | 24,405 | 632 | 0.24% | 0.18% | 210 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 24,306 | 629 | 0.01% | 0.01% | 211 | -201 | -0.82% | Q3 2026 | Oct 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 24,118 | 624 | 0.03% | 0.02% | 212 | +3,416 | 16.5% | Q3 2026 | Nov 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 23,874 | 618 | 0.0% | — | 213 | +23,874 | New | Q3 2026 | Oct 28, 2026 |
| Entropy Technologies, LP | History | No change | 25,309 | 596 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 22,998 | 595 | 0.03% | 0.03% | 215 | +784 | 3.53% | Q3 2026 | Oct 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 25,010 | 590 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 22,758 | 589 | 0.11% | 0.1% | 217 | +994 | 4.57% | Q3 2026 | Oct 20, 2026 |
| Frec Markets, Inc. | History | No change | 24,538 | 578 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 22,087 | 572 | 0.0% | 0.0% | 219 | +3,751 | 20.46% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 23,945 | 564 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 23,919 | 564 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,714 | 562 | 0.0% | 0.0% | 222 | +1,573 | 7.81% | Q3 2026 | Oct 16, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 23,514 | 560 | 0.1% | 0.1% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EntryPoint Capital, LLC | History | No change | 23,684 | 558 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,250 | 548 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | No change | 23,155 | 545 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 22,540 | 531 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 20,189 | 523 | 0.01% | 0.0% | 228 | +303 | 1.52% | Q3 2026 | Oct 20, 2026 |
| BRIGHTON JONES LLC | History | Added to | 20,111 | 521 | 0.01% | 0.01% | 229 | +936 | 4.88% | Q3 2026 | Nov 03, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 19,737 | 511 | 0.02% | 0.04% | 230 | -8,056 | -28.99% | Q3 2026 | Nov 02, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 21,689 | 511 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 21,215 | 500 | 0.14% | 0.14% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 19,277 | 499 | 0.06% | 0.05% | 233 | +399 | 2.11% | Q3 2026 | Nov 03, 2026 |
| 71 West Capital Partners | History | No change | 20,397 | 480 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 20,073 | 479 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EWA, LLC | History | No change | 20,065 | 473 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First Affirmative Financial Network | History | New | 18,008 | 466 | 0.1% | — | 237 | +18,008 | New | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,929 | 464 | 0.0% | 0.0% | 238 | +1,126 | 6.7% | Q3 2026 | Nov 02, 2026 |
| Ascent Group, LLC | History | Added to | 17,665 | 457 | 0.01% | 0.01% | 240 | +233 | 1.34% | Q3 2026 | Oct 30, 2026 |
| Optas, LLC | History | No change | 19,385 | 457 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 17,374 | 450 | 0.01% | 0.01% | 241 | +1,898 | 12.26% | Q3 2026 | Oct 27, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 17,135 | 443 | 0.09% | 0.09% | 242 | +1,961 | 12.92% | Q3 2026 | Oct 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 18,547 | 437 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 18,146 | 427 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 18,002 | 424 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 16,266 | 421 | 0.05% | 0.05% | 246 | +1,330 | 8.9% | Q3 2026 | Oct 09, 2026 |
| Greenspring Advisors, LLC | History | No change | 17,783 | 419 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 17,674 | 416 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Net Worth Advisory Group | History | Reduced | 16,112 | 407 | 0.1% | 0.13% | 249 | -6,101 | -27.47% | Q3 2026 | Oct 19, 2026 |
| Athena Wealth Management, LLC | History | Added to | 15,457 | 400 | 0.29% | 0.27% | 250 | +79 | 0.51% | Q3 2026 | Oct 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 16,388 | 386 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 16,039 | 378 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canopy Partners, LLC | History | No change | 14,626 | 378 | 0.11% | 0.1% | 253 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 14,540 | 376 | 0.04% | 0.04% | 254 | +283 | 1.98% | Q3 2026 | Oct 30, 2026 |
| Empowered Funds, LLC | History | No change | 15,802 | 372 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,226 | 368 | 0.0% | 0.0% | 256 | +1,003 | 7.59% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 15,504 | 365 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,870 | 359 | 0.01% | 0.01% | 258 | -3,155 | -18.53% | Q3 2026 | Oct 23, 2026 |
| Cromwell Holdings LLC | History | No change | 13,841 | 358 | 0.16% | 0.15% | 259 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Carter Financial Group, INC. | History | New | 13,777 | 356 | 0.18% | — | 260 | +13,777 | New | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 15,076 | 355 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattson Financial Services, LLC | History | No change | 13,694 | 353 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,799 | 348 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Choate Investment Advisors | History | No change | 14,642 | 345 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 14,522 | 342 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,075 | 338 | 0.01% | 0.0% | 266 | +1,796 | 15.92% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 12,877 | 333 | 0.01% | — | 268 | +12,877 | New | Q3 2026 | Nov 03, 2026 |
| STATE STREET CORP | History | No change | 13,954 | 333 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 14,059 | 331 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | No change | 13,993 | 329 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,670 | 328 | 0.01% | 0.01% | 271 | -4,690 | -27.02% | Q3 2026 | Oct 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,764 | 328 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 13,845 | 326 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,611 | 320 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 13,484 | 319 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 12,216 | 316 | 0.07% | 0.07% | 276 | -1,088 | -8.18% | Q3 2026 | Oct 16, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 12,180 | 315 | 0.26% | 0.26% | 277 | -7,533 | -38.21% | Q3 2026 | Oct 29, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 13,299 | 313 | 0.28% | 0.28% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | Added to | 12,269 | 310 | 0.01% | 0.01% | 279 | +158 | 1.3% | Q3 2026 | Oct 09, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 13,124 | 309 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | Reduced | 11,914 | 308 | 0.07% | 0.06% | 281 | -75 | -0.63% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,540 | 299 | 0.0% | 0.0% | 282 | -911 | -7.32% | Q3 2026 | Nov 02, 2026 |
| XXI WEALTH, LLC | History | Added to | 11,435 | 296 | 0.12% | 0.12% | 284 | +631 | 5.84% | Q3 2026 | Oct 22, 2026 |
| Brown Financial Advisors | History | No change | 12,577 | 296 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Brucke Financial, Inc. | History | Added to | 11,383 | 294 | 0.12% | 0.12% | 285 | +168 | 1.5% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,438 | 293 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12,385 | 292 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,285 | 289 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,223 | 288 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 12,176 | 288 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,991 | 284 | 0.0% | 0.0% | 291 | -227 | -2.02% | Q3 2026 | Oct 22, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,957 | 283 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Keel Point, LLC | History | No change | 11,952 | 281 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 11,877 | 280 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 10,756 | 278 | 0.01% | 0.01% | 295 | -593 | -5.23% | Q3 2026 | Oct 26, 2026 |
| LVW Advisors, LLC | History | Added to | 10,666 | 276 | 0.02% | 0.02% | 296 | +1,534 | 16.8% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,496 | 271 | 0.03% | 0.02% | 297 | +1,919 | 22.37% | Q3 2026 | Oct 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 11,407 | 268 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| May Hill Capital, LLC | History | Added to | 10,277 | 266 | 0.05% | 0.05% | 299 | +738 | 7.74% | Q3 2026 | Nov 02, 2026 |
| Sovran Advisors, LLC | History | New | 10,769 | 265 | 0.02% | — | 301 | +10,769 | New | Q3 2026 | Oct 30, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 11,256 | 265 | 0.14% | 0.14% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | New | 9,959 | 258 | 0.0% | — | 302 | +9,959 | New | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,911 | 257 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 10,832 | 255 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 12,066 | 248 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | New | 9,402 | 243 | 0.02% | — | 306 | +9,402 | New | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,195 | 238 | 0.0% | 0.0% | 307 | -7,471 | -44.83% | Q3 2026 | Oct 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 10,009 | 236 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 8,899 | 230 | 0.01% | 0.01% | 309 | +333 | 3.89% | Q3 2026 | Oct 20, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,546 | 225 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,424 | 222 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunpointe, LLC | History | New | 8,525 | 220 | 0.07% | — | 312 | +8,525 | New | Q3 2026 | Oct 22, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 8,467 | 219 | 0.09% | — | 313 | +8,467 | New | Q3 2026 | Nov 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,240 | 217 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 9,161 | 216 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 8,304 | 215 | 0.02% | 0.02% | 316 | -405 | -4.65% | Q3 2026 | Oct 15, 2026 |
| Crestwood Advisors Group, LLC | History | New | 8,223 | 213 | 0.0% | — | 317 | +8,223 | New | Q3 2026 | Oct 27, 2026 |
| SEVEN MILE ADVISORY | History | New | 8,210 | 212 | 0.14% | — | 319 | +8,210 | New | Q3 2026 | Oct 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 9,017 | 212 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAPIENT CAPITAL LLC | History | New | 8,175 | 211 | 0.0% | — | 320 | +8,175 | New | Q3 2026 | Oct 08, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 8,126 | 210 | 0.01% | — | 322 | +8,126 | New | Q3 2026 | Oct 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 8,907 | 210 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 8,827 | 208 | 0.07% | 0.07% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | No change | 8,827 | 208 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,745 | 206 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WRAPMANAGER INC | History | No change | 8,613 | 203 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8,546 | 201 | 0.13% | 0.13% | 327 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BFC Planning, Inc. | History | No change | 7,908 | 186 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7,580 | 178 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 7,238 | 170 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 5,767 | 149 | 0.1% | 0.1% | 331 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,665 | 146 | 0.0% | 0.0% | 332 | +3,664 | 183.11% | Q3 2026 | Oct 28, 2026 |
| Quantbot Technologies LP | History | No change | 5,974 | 140 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,319 | 137 | 0.01% | 0.01% | 335 | +129 | 2.49% | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 5,823 | 137 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 5,105 | 120 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,495 | 116 | 0.07% | 0.06% | 338 | +249 | 5.86% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,958 | 116 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 4,203 | 108 | 0.03% | 0.03% | 339 | +214 | 5.36% | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3,828 | 99 | 0.01% | — | 342 | +3,828 | New | Q3 2026 | Oct 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,827 | 99 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Te Ahumairangi Investment Management Ltd | History | No change | 4,216 | 99 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 3,752 | 97 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,725 | 96 | 0.02% | 0.02% | 344 | -94 | -2.46% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,052 | 95 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,421 | 88 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,727 | 87 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James T. Borello RIA | History | No change | 3,338 | 86 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 3,500 | 82 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 3,156 | 81 | 0.02% | 0.02% | 350 | +231 | 7.9% | Q3 2026 | Oct 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,169 | 75 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 2,945 | 75 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,858 | 67 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,651 | 62 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,409 | 62 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 2,335 | 60 | 0.0% | 0.0% | 356 | -43 | -1.81% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,336 | 55 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 2,207 | 52 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livelsberger Financial Advisory | History | New | 1,987 | 51 | 0.27% | — | 359 | +1,987 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 1,721 | 44 | 0.0% | — | 361 | +1,721 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 1,710 | 44 | 0.0% | 0.0% | 360 | +84 | 5.17% | Q3 2026 | Oct 16, 2026 |
| Ascentis Independent Advisors | History | New | 1,560 | 40 | 0.0% | — | 362 | +1,560 | New | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,423 | 36 | 0.0% | 0.0% | 363 | +46 | 3.34% | Q3 2026 | Oct 28, 2026 |
| BAYBAN | History | No change | 1,532 | 36 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,421 | 34 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| West Financial Advisors, LLC | History | New | 1,290 | 33 | 0.0% | — | 367 | +1,290 | New | Q3 2026 | Oct 22, 2026 |
| Essential Partners LLC | History | No change | 1,300 | 33 | 0.02% | 0.01% | 366 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,251 | 32 | 0.01% | 0.0% | 369 | +349 | 38.69% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,249 | 32 | 0.0% | 0.0% | 368 | +62 | 5.22% | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,141 | 29 | 0.01% | 0.01% | 371 | +6 | 0.53% | Q3 2026 | Oct 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 1,249 | 29 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,091 | 28 | 0.0% | 0.0% | 372 | +143 | 15.08% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,082 | 28 | 0.0% | 0.0% | 374 | -34 | -3.05% | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 1,201 | 28 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,193 | 28 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elyxium Wealth, LLC | History | New | 1,019 | 26 | 0.0% | — | 376 | +1,019 | New | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 961 | 24 | 0.0% | 0.0% | 377 | +267 | 38.47% | Q3 2026 | Oct 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 928 | 24 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 921 | 23 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | No change | 997 | 23 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 937 | 22 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 882 | 21 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 893 | 21 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 778 | 20 | 0.0% | 0.0% | 386 | +212 | 37.46% | Q3 2026 | Nov 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 798 | 20 | 0.0% | 0.0% | 384 | +154 | 23.91% | Q3 2026 | Oct 21, 2026 |
| SHP Wealth Management | History | No change | 874 | 20 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 854 | 20 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 806 | 19 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Basepoint Wealth LLC | History | No change | 818 | 19 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 702 | 18 | 0.0% | 0.0% | 390 | -439 | -38.48% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 785 | 18 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 664 | 17 | 0.0% | 0.0% | 395 | +231 | 53.35% | Q3 2026 | Oct 20, 2026 |
| Cheviot Value Management, LLC | History | No change | 728 | 17 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 756 | 17 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 750 | 17 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFS Partners, LLC | History | Added to | 651 | 16 | 0.01% | 0.01% | 396 | +3 | 0.46% | Q3 2026 | Oct 21, 2026 |
| Kilter Group LLC | History | No change | 696 | 16 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 670 | 15 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 556 | 14 | 0.01% | 0.01% | 402 | -24 | -4.14% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 600 | 14 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 618 | 14 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 616 | 14 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 519 | 13 | 0.0% | 0.04% | 403 | -13,326 | -96.25% | Q3 2026 | Oct 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 533 | 13 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| City State Bank | History | New | 488 | 12 | 0.0% | — | 408 | +488 | New | Q3 2026 | Oct 20, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 474 | 12 | 0.0% | — | 409 | +474 | New | Q3 2026 | Oct 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 472 | 12 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 511 | 12 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 516 | 12 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 450 | 11 | 0.01% | — | 412 | +450 | New | Q3 2026 | Oct 19, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 470 | 11 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 446 | 11 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JNBA Financial Advisors | History | Added to | 389 | 10 | 0.0% | 0.0% | 413 | +28 | 7.76% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | Added to | 412 | 10 | 0.0% | 0.0% | 414 | +19 | 4.83% | Q3 2026 | Oct 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 422 | 9 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 377 | 9 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 384 | 9 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 345 | 8 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 313 | 8 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Planning Strategies Inc. | History | New | 301 | 7 | 0.0% | — | 424 | +301 | New | Q3 2026 | Oct 02, 2026 |
| TRUST CO OF VERMONT | History | New | 284 | 7 | 0.0% | — | 423 | +284 | New | Q3 2026 | Oct 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 337 | 7 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 311 | 7 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 332 | 7 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITY HOLDING CO | History | No change | 244 | 6 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 271 | 6 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clean Yield Group | History | No change | 250 | 6 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 252 | 6 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gleason Group, Inc. | History | No change | 265 | 6 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| American Capital Advisory, LLC | History | No change | 248 | 6 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Park Square Financial Group, LLC | History | No change | 274 | 6 | 0.05% | 0.05% | 431 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Burk Holdings LLC | History | No change | 255 | 6 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | Reduced | 197 | 5 | 0.0% | 0.0% | 436 | -196 | -49.87% | Q3 2026 | Oct 15, 2026 |
| MOTCO | History | No change | 220 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMA Advisory Services, Inc. | History | No change | 248 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 225 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WealthCollab, LLC | History | No change | 226 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 250 | 5 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 202 | 4 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | No change | 142 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 212 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 162 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 145 | 3 | 0.0% | — | 443 | +134 | 1218.18% | Q3 2026 | Oct 23, 2026 |
| Breakwater Investment Management | History | Added to | 116 | 3 | 0.0% | 0.0% | 450 | +63 | 118.87% | Q3 2026 | Oct 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 134 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 112 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 159 | 3 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 164 | 3 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quent Capital, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 147 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 131 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | New | 80 | 2 | 0.0% | — | 466 | +80 | New | Q3 2026 | Oct 30, 2026 |
| Monetary Solutions, Ltd | History | Added to | 82 | 2 | 0.0% | 0.0% | 465 | +31 | 60.78% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 97 | 2 | 0.0% | 0.0% | 462 | -20 | -17.09% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 126 | 2 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ST GERMAIN D J CO INC | History | No change | 91 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COUNTRY TRUST BANK | History | No change | 87 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bogart Wealth, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 116 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 71 | 1 | 0.0% | — | 475 | +52 | 273.68% | Q3 2026 | Oct 01, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 59 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Grove Bank & Trust | History | No change | 40 | 1 | 0.0% | — | 468 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Inspire Investing, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Silicon Valley Capital Partners | History | No change | 47 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| IFG Advisory, LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitlin John, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 74 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 79 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -82,080 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -76,263 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,737 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Oct 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Nov 02, 2026 |
| GODSEY & GIBB, INC | History | New | 36 | 0 | — | — | — | +36 | New | Q3 2026 | Oct 14, 2026 |
| Center for Financial Planning, Inc. | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 09, 2026 |
| StrongBox Wealth, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 02, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 34 | 0 | — | — | — | +17 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Abound Wealth Management | History | Reduced | 31 | 0 | — | 0.0% | — | -14 | -31.11% | Q3 2026 | Oct 26, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Mosley Wealth Management | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |