SMITH & NEPHEW PLC - SNN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| River Road Asset Management, LLC | History | No change | 3,221,876 | 92,822 | 1.03% | 1.03% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,069,598 | 88,435 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 2,148,731 | 61,905 | 0.43% | 0.43% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,837,261 | 53,132 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | No change | 1,767,872 | 50,932 | 0.19% | 0.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 1,565,167 | 45,092 | 0.49% | 0.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,375,531 | 39,629 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 1,251,905 | 36,067 | 0.64% | 0.64% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 1,204,463 | 34,700 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,145,234 | 32,994 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 993,928 | 28,635 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 920,154 | 26,509 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 813,500 | 23,437 | 0.16% | 0.16% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 653,939 | 18,839 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 623,933 | 17,975 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 620,524 | 17,877 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 603,230 | 17,378 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 598,892 | 17,254 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 542,865 | 15,639 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 487,774 | 14,052 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 455,186 | 13,113 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 453,760 | 13,073 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 428,494 | 12,974 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 389,213 | 11,182 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | No change | 375,682 | 10,823 | 1.17% | 1.17% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 323,145 | 9,309 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 316,909 | 9,130 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 301,051 | 8,673 | 0.21% | 0.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 295,875 | 8,524 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 288,901 | 8,323 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 281,007 | 8,095 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | No change | 274,176 | 7,899 | 1.62% | 1.62% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 267,513 | 7,707 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 266,969 | 7,691 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 266,500 | 7,677 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 263,854 | 7,601 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 248,742 | 7,166 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Street Advisors LLC | History | No change | 230,079 | 6,628 | 0.86% | 0.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 226,086 | 6,513 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 203,174 | 5,853 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moran Wealth Management, LLC | History | No change | 188,590 | 5,433 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 176,642 | 5,089 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 157,155 | 4,527 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 154,254 | 4,444 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 152,723 | 4,399 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Henry James International Management Inc. | History | No change | 149,903 | 4,318 | 1.29% | 1.29% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 145,877 | 4,202 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLARK ESTATES INC/NY | History | No change | 143,500 | 4,134 | 0.95% | 0.95% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 123,986 | 3,572 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 109,333 | 3,149 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 104,461 | 3,009 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 102,430 | 2,951 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 93,850 | 2,703 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STATE STREET CORP | History | No change | 88,467 | 2,548 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 84,896 | 2,445 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 83,964 | 2,419 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 83,910 | 2,417 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 80,900 | 2,331 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 79,552 | 2,291 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 77,389 | 2,229 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 63,317 | 1,824 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 59,273 | 1,821 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 62,943 | 1,813 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantbot Technologies LP | History | No change | 58,208 | 1,676 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 56,661 | 1,635 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 55,400 | 1,596 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EARNEST PARTNERS LLC | History | No change | 55,344 | 1,594 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivik Global Healthcare LLC | History | No change | 50,000 | 1,589 | 1.21% | 1.21% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perpetual Ltd | History | No change | 54,590 | 1,572 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Callan Family Office, LLC | History | No change | 54,424 | 1,567 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 49,408 | 1,423 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 47,832 | 1,378 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 44,537 | 1,283 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 43,255 | 1,246 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,958 | 1,208 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 41,174 | 1,186 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 40,677 | 1,171 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 39,977 | 1,151 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parvin Asset Management, LLC | History | No change | 36,444 | 1,049 | 0.82% | 0.82% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 35,880 | 1,033 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 35,758 | 1,030 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 35,579 | 1,025 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 34,388 | 990 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 32,914 | 988 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 33,305 | 959 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 32,274 | 929 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 29,899 | 861 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 29,875 | 860 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 29,660 | 854 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 29,293 | 843 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,200 | 812 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 27,541 | 793 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 26,515 | 763 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 26,406 | 760 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 26,018 | 749 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 23,670 | 726 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALPS ADVISORS INC | History | No change | 24,736 | 712 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 23,125 | 666 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 21,894 | 630 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,562 | 621 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BKM Wealth Management, LLC | History | No change | 20,959 | 603 | 0.21% | 0.21% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PCM Encore, LLC | History | No change | 20,672 | 595 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,488 | 590 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 20,185 | 581 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,151 | 580 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 20,109 | 579 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 19,577 | 564 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,470 | 560 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 19,122 | 550 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 18,935 | 545 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,904 | 544 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 18,646 | 537 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sterling Capital Management LLC | History | No change | 18,611 | 536 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 18,276 | 526 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qtron Investments LLC | History | No change | 18,252 | 525 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 17,700 | 509 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,466 | 503 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 17,018 | 490 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 16,914 | 487 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 16,476 | 474 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 15,578 | 473 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 16,438 | 473 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYON CAPITAL LLC | History | No change | 16,168 | 465 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 16,081 | 463 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,956 | 459 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 14,981 | 431 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 14,723 | 424 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 13,846 | 398 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 13,785 | 397 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 13,402 | 386 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Investment Group, Inc. | History | No change | 13,146 | 378 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,097 | 377 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 13,064 | 376 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Engineers Gate Manager LP | History | No change | 13,002 | 374 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 12,869 | 370 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,745 | 367 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,529 | 361 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atom Investors LP | History | No change | 12,339 | 355 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 11,964 | 344 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle West Asset Management, Inc. | History | No change | 11,065 | 319 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,868 | 313 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,873 | 313 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,853 | 312 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallacher Capital Management LLC | History | No change | 10,770 | 310 | 0.17% | 0.17% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quadrature Capital Ltd | History | No change | 10,542 | 303 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 10,417 | 300 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Investing, LLC | History | No change | 10,025 | 288 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 9,919 | 285 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Asset Management, Inc. | History | No change | 9,747 | 280 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Global Investments, LLC | History | No change | 10,242 | 276 | 0.22% | 0.24% | 150 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 9,508 | 273 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,249 | 266 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,893 | 256 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1832 Asset Management L.P. | History | No change | 8,850 | 254 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan A Wealth LLC | History | No change | 8,607 | 247 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Marotta Asset Management | History | Reduced | 9,100 | 245 | 0.04% | 0.04% | 156 | -130 | -1.41% | Q3 2026 | Oct 02, 2026 |
| Trek Financial, LLC | History | No change | 8,480 | 244 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,852 | 238 | 0.02% | 0.02% | 159 | +647 | 7.89% | Q3 2026 | Oct 01, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 8,285 | 238 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,127 | 234 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,883 | 227 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Phillips Wealth Planners LLC | History | No change | 7,305 | 222 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,577 | 218 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 7,570 | 218 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 7,378 | 212 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 7,242 | 208 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 7,176 | 206 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballentine Partners, LLC | History | No change | 7,144 | 205 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,119 | 176 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 6,056 | 174 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,474 | 157 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 4,327 | 130 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,420 | 127 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,137 | 119 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 4,104 | 118 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BESSEMER GROUP INC | History | No change | 3,971 | 114 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,013 | 91 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 3,119 | 89 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 2,965 | 85 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,287 | 65 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,188 | 63 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,011 | 58 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blue Trust, Inc. | History | No change | 1,991 | 57 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hara Capital LLC | History | No change | 1,957 | 56 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,926 | 55 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,861 | 53 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,624 | 46 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,561 | 44 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,513 | 43 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,417 | 40 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grove Bank & Trust | History | No change | 1,359 | 39 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,356 | 39 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 1,172 | 33 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,082 | 31 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 942 | 27 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 822 | 23 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NFSG Corp | History | No change | 800 | 23 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 750 | 21 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brentview Investment Management LLC | History | No change | 700 | 20 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 625 | 18 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 569 | 16 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 499 | 14 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 505 | 14 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 459 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 472 | 13 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 443 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 402 | 11 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 363 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Synergy Investment Management, LLC | History | No change | 320 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 300 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 289 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 312 | 8 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 312 | 8 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 247 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 267 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bare Financial Services, Inc | History | No change | 248 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 233 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 224 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 212 | 6 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | No change | 214 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 211 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 151 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 107 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 117 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 137 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 110 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 85 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kozak & Associates, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CVA Family Office, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 92 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 83 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 66 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 48 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JNBA Financial Advisors | History | No change | 45 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 38 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 69 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 39 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| True Wealth Design, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 58 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Planning Strategies Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 02, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CENTRAL TRUST Co | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Key FInancial Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Street Group Inc. | History | No change | 2,560 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mosley Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| American Capital Advisory, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MidFirst Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Burk Holdings LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |