Sanofi - SNY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | No change | 28,088,274 | 1,198,245 | 0.63% | 0.63% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 10,702,527 | 456,569 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,597,228 | 395,693 | 0.11% | 0.13% | 3 | -1,029,860 | -9.69% | Q3 2026 | Nov 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,008,572 | 341,645 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,689,182 | 290,511 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 6,798,961 | 290,043 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 5,652,139 | 233,037 | 4.32% | 3.63% | 7 | +129,575 | 2.35% | Q3 2026 | Oct 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,168,890 | 177,844 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 4,136,417 | 176,460 | 1.24% | 1.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,849,802 | 164,232 | 0.24% | 0.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 3,844,844 | 164,041 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 3,678,422 | 156,921 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,402,765 | 145,160 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,273,820 | 139,661 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,212,810 | 137,058 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,170,755 | 135,265 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,014,903 | 128,615 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,994,745 | 127,755 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 2,680,973 | 114,370 | 0.35% | 0.35% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Partners Ltd | History | No change | 2,653,974 | 113,218 | 6.25% | 6.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,596,507 | 110,766 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 2,636,859 | 108,717 | 2.05% | 2.12% | 22 | +34,888 | 1.34% | Q3 2026 | Nov 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 2,405,640 | 102,624 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,205,301 | 94,078 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 2,128,391 | 90,797 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 2,112,012 | 90,098 | 0.23% | 0.23% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestal Point Capital, LP | History | No change | 2,000,000 | 85,320 | 1.99% | 1.99% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,936,502 | 82,611 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,990,147 | 81,798 | 0.41% | 0.42% | 29 | -11,304 | -0.56% | Q3 2026 | Oct 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,835,859 | 78,317 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,824,428 | 77,830 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 1,693,442 | 72,242 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,690,344 | 72,110 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 1,677,399 | 71,557 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 1,573,455 | 64,873 | 0.01% | 0.02% | 35 | -1,110,447 | -41.37% | Q3 2026 | Nov 06, 2026 |
| Optiver Holding B.V. | History | No change | 1,430,661 | 61,031 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,222,650 | 53,099 | 0.68% | 0.68% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,095,251 | 46,693 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,064,000 | 45,390 | 0.56% | 0.56% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 877,020 | 37,413 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 873,273 | 37,253 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 820,078 | 34,984 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 804,056 | 34,301 | 0.37% | 0.37% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 771,821 | 32,925 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 763,654 | 32,577 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Newport Trust Company, LLC | History | No change | 696,331 | 29,705 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 684,619 | 29,205 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 681,878 | 28,114 | 0.51% | 0.51% | 48 | +7,735 | 1.15% | Q3 2026 | Oct 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 634,794 | 27,080 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 615,593 | 26,261 | 0.26% | 0.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 608,746 | 26,145 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Willis Investment Counsel | History | No change | 602,300 | 24,832 | 1.26% | 1.22% | 52 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 583,245 | 24,047 | 0.03% | 0.03% | 53 | +3,063 | 0.53% | Q3 2026 | Oct 30, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 504,024 | 21,501 | 2.46% | 2.46% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 479,078 | 20,437 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | No change | 471,254 | 20,103 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 469,285 | 20,019 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 483,579 | 19,701 | 0.02% | 0.02% | 58 | -28,157 | -5.5% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 471,176 | 19,426 | 0.01% | 0.01% | 59 | +20,738 | 4.6% | Q3 2026 | Nov 02, 2026 |
| M&T BANK CORP | History | No change | 455,290 | 19,423 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jupiter Topco LLC | History | No change | 445,400 | 19,000 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 443,390 | 18,915 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 416,308 | 17,759 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 385,082 | 15,876 | 0.85% | 0.86% | 64 | +439 | 0.11% | Q3 2026 | Oct 28, 2026 |
| Sio Capital Management, LLC | History | No change | 364,200 | 15,536 | 2.57% | 2.57% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 360,443 | 15,374 | 0.33% | 0.33% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 346,469 | 14,780 | 0.4% | 0.4% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 339,551 | 14,485 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 338,674 | 14,448 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 349,625 | 14,415 | 0.0% | 0.0% | 70 | +13,457 | 4.0% | Q3 2026 | Nov 05, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 329,779 | 14,068 | 0.21% | 0.21% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 339,982 | 14,017 | 0.0% | 0.0% | 72 | +133,208 | 64.42% | Q3 2026 | Nov 05, 2026 |
| Krensavage Asset Management, LLC | History | No change | 323,946 | 13,820 | 5.25% | 5.25% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 307,977 | 13,138 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 302,497 | 12,904 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 302,447 | 12,902 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 291,601 | 12,434 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 295,098 | 12,166 | 0.0% | 0.01% | 78 | -143,714 | -32.75% | Q3 2026 | Nov 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 285,165 | 12,165 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 280,472 | 11,965 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 269,515 | 11,497 | 1.5% | 1.5% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 266,372 | 11,363 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 265,270 | 11,315 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 273,667 | 11,283 | 1.2% | 1.36% | 84 | -785 | -0.29% | Q3 2026 | Oct 19, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 258,642 | 11,033 | 0.41% | 0.41% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 258,125 | 11,011 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 254,648 | 10,863 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 246,181 | 10,502 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altrius Capital Management Inc | History | Added to | 254,678 | 10,500 | 1.87% | 1.93% | 89 | +15,931 | 6.67% | Q3 2026 | Nov 05, 2026 |
| Walleye Capital LLC | History | No change | 236,351 | 10,082 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 235,126 | 10,030 | 0.51% | 0.51% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | Added to | 238,413 | 9,829 | 0.02% | 0.02% | 92 | +27,402 | 12.99% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 223,048 | 9,515 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 218,432 | 9,318 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 214,142 | 9,135 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goodman Financial Corp | History | No change | 208,841 | 8,909 | 1.38% | 1.38% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208,009 | 8,873 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 206,873 | 8,825 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 215,365 | 8,758 | 0.02% | 0.02% | 99 | -4,064 | -1.85% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 210,489 | 8,678 | 0.09% | 0.1% | 100 | -7,385 | -3.39% | Q3 2026 | Oct 27, 2026 |
| Walleye Trading LLC | History | No change | 198,300 | 8,459 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 198,209 | 8,455 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 195,567 | 8,342 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 176,479 | 7,528 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | Added to | 182,393 | 7,520 | 0.67% | 0.7% | 105 | +418 | 0.23% | Q3 2026 | Oct 21, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 180,633 | 7,447 | 0.0% | 0.0% | 106 | +56,034 | 44.97% | Q3 2026 | Nov 04, 2026 |
| Jefferies Financial Group Inc. | History | New | 90,116 | 7,430 | 0.06% | — | 107 | +90,116 | New | Q3 2026 | Nov 05, 2026 |
| Tidal Investments LLC | History | No change | 165,289 | 7,051 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 159,684 | 6,812 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 159,361 | 6,798 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | Added to | 164,036 | 6,763 | 0.02% | 0.01% | 111 | +76,879 | 88.21% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 149,234 | 6,359 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 143,292 | 6,112 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 146,520 | 6,041 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ethic Inc. | History | Added to | 145,079 | 5,981 | 0.07% | 0.07% | 115 | +16,290 | 12.65% | Q3 2026 | Nov 03, 2026 |
| TrueMark Investments, LLC | History | Added to | 145,057 | 5,980 | 0.7% | 0.67% | 116 | +19,188 | 15.24% | Q3 2026 | Nov 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 144,657 | 5,964 | 0.11% | 0.1% | 117 | +14,625 | 11.25% | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 143,800 | 5,928 | 0.36% | 0.5% | 118 | -50,117 | -25.84% | Q3 2026 | Nov 06, 2026 |
| Atria Investments, Inc | History | Added to | 143,750 | 5,926 | 0.06% | 0.05% | 119 | +38,095 | 36.06% | Q3 2026 | Oct 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 138,522 | 5,909 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 132,378 | 5,647 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 130,339 | 5,560 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPAL CAPITAL LLC | History | No change | 125,869 | 5,369 | 0.96% | 0.96% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 122,510 | 5,226 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 120,829 | 5,154 | 0.35% | 0.35% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 124,956 | 5,151 | 0.0% | 0.0% | 126 | +10,034 | 8.73% | Q3 2026 | Nov 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 112,308 | 4,791 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 115,625 | 4,767 | 0.03% | 0.03% | 128 | +4,974 | 4.5% | Q3 2026 | Nov 06, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 113,396 | 4,675 | 0.01% | 0.0% | 129 | +88,094 | 348.17% | Q3 2026 | Oct 30, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 110,062 | 4,537 | 0.09% | 0.1% | 130 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | Added to | 103,460 | 4,265 | 0.01% | 0.01% | 131 | +8,855 | 9.36% | Q3 2026 | Nov 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 99,844 | 4,259 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thomasville National Bank | History | No change | 99,727 | 4,254 | 0.23% | 0.23% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 101,248 | 4,174 | 0.01% | 0.01% | 134 | -24,213 | -19.3% | Q3 2026 | Nov 02, 2026 |
| GQG Partners LLC | History | No change | 97,640 | 4,165 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 97,168 | 4,145 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 94,951 | 4,051 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bank & Trust | History | Added to | 97,494 | 4,019 | 0.59% | 0.53% | 138 | +13,561 | 16.16% | Q3 2026 | Oct 16, 2026 |
| Northwest Bancshares, Inc. | History | No change | 94,207 | 4,018 | 0.72% | 0.72% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 89,489 | 3,817 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 89,202 | 3,805 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 121,857 | 3,766 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 92,404 | 3,717 | 0.17% | 0.17% | 143 | +1,447 | 1.59% | Q3 2026 | Oct 09, 2026 |
| World Investment Advisors | History | No change | 77,119 | 3,709 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 86,842 | 3,704 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Providence Capital Advisors, LLC | History | No change | 85,773 | 3,659 | 0.55% | 0.55% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 85,413 | 3,643 | 0.15% | 0.15% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 84,503 | 3,604 | 0.27% | 0.27% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cardinal Capital Management | History | Added to | 86,444 | 3,564 | 0.41% | 0.42% | 149 | +5,994 | 7.45% | Q3 2026 | Oct 21, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 86,463 | 3,564 | 0.33% | 0.36% | 150 | -4,225 | -4.66% | Q3 2026 | Nov 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 81,708 | 3,485 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 79,091 | 3,434 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 78,997 | 3,370 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 78,850 | 3,363 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 81,376 | 3,355 | 0.37% | 0.36% | 155 | +34 | 0.04% | Q3 2026 | Oct 14, 2026 |
| American Assets Investment Management, LLC | History | No change | 80,000 | 3,298 | 0.2% | 0.21% | 156 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 79,028 | 3,258 | 0.05% | 0.06% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 75,597 | 3,225 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 77,758 | 3,205 | 0.0% | 0.0% | 159 | -2,443 | -3.05% | Q3 2026 | Nov 05, 2026 |
| J. Goldman & Co LP | History | No change | 75,000 | 3,199 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 73,420 | 3,132 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DCF Advisers, LLC | History | Added to | 75,000 | 3,092 | 0.7% | 0.08% | 162 | +65,000 | 650.0% | Q3 2026 | Nov 04, 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | History | New | 74,502 | 3,072 | 0.3% | — | 163 | +74,502 | New | Q3 2026 | Oct 27, 2026 |
| FULTON BANK, N.A. | History | Added to | 73,009 | 3,010 | 0.09% | 0.09% | 164 | +4,813 | 7.06% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 67,824 | 2,893 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 69,856 | 2,880 | 0.9% | 0.86% | 166 | +6,462 | 10.19% | Q3 2026 | Oct 28, 2026 |
| Verition Fund Management LLC | History | No change | 65,000 | 2,772 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 67,060 | 2,771 | 0.44% | 0.41% | 168 | +6,600 | 10.92% | Q3 2026 | Nov 03, 2026 |
| MOTCO | History | No change | 64,547 | 2,753 | 0.24% | 0.24% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 65,656 | 2,706 | 0.08% | 0.08% | 170 | +7,181 | 12.28% | Q3 2026 | Oct 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 61,602 | 2,627 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quadrature Capital Ltd | History | No change | 60,025 | 2,560 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 63,417 | 2,551 | 0.0% | 0.01% | 173 | -38,793 | -37.95% | Q3 2026 | Oct 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 29,339 | 2,516 | 0.12% | 0.12% | 174 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | No change | 58,761 | 2,506 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 60,459 | 2,492 | 0.01% | 0.02% | 176 | -78,280 | -56.42% | Q3 2026 | Nov 02, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 57,100 | 2,435 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 56,982 | 2,430 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 56,555 | 2,418 | 0.91% | 0.91% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stelac Advisory Services LLC | History | No change | 56,555 | 2,417 | 0.45% | 0.45% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 55,127 | 2,351 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 54,377 | 2,320 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 53,426 | 2,279 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 52,949 | 2,258 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Palouse Capital Management, Inc. | History | No change | 52,316 | 2,231 | 1.39% | 1.39% | 185 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 51,572 | 2,200 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 53,207 | 2,193 | 0.02% | 0.02% | 187 | +5,623 | 11.82% | Q3 2026 | Oct 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 50,917 | 2,172 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49,939 | 2,130 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 51,117 | 2,107 | 0.09% | 0.1% | 190 | +5,007 | 10.86% | Q3 2026 | Oct 26, 2026 |
| Strategic Global Advisors, LLC | History | No change | 47,034 | 2,059 | 0.29% | 0.29% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 47,564 | 2,029 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old Port Advisors | History | Added to | 48,915 | 2,016 | 0.4% | 0.4% | 193 | +835 | 1.74% | Q3 2026 | Oct 23, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 45,375 | 2,016 | 0.16% | 0.02% | 194 | -493 | -1.07% | Q3 2026 | Oct 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 46,970 | 2,003 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 46,489 | 1,983 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 46,424 | 1,980 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 45,410 | 1,937 | 0.26% | 0.26% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 45,215 | 1,928 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 44,866 | 1,913 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,937 | 1,894 | 0.01% | 0.01% | 201 | +337 | 0.74% | Q3 2026 | Oct 26, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | New | 45,885 | 1,891 | 0.45% | — | 202 | +45,885 | New | Q3 2026 | Oct 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 44,233 | 1,886 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 45,685 | 1,883 | 0.03% | 0.02% | 204 | +14,880 | 48.3% | Q3 2026 | Nov 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 43,933 | 1,874 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 43,343 | 1,849 | 0.61% | 0.61% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 43,300 | 1,847 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 43,138 | 1,840 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Glass Wealth Management Co LLC | History | Added to | 43,925 | 1,811 | 0.57% | 0.62% | 209 | +275 | 0.63% | Q3 2026 | Oct 28, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 43,463 | 1,791 | 0.39% | 0.38% | 210 | -670 | -1.52% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 42,824 | 1,766 | 0.0% | 0.0% | 211 | -1,774 | -3.98% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 40,738 | 1,737 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 39,831 | 1,699 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 39,723 | 1,694 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 38,375 | 1,637 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 38,067 | 1,623 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 39,336 | 1,602 | 0.08% | 0.09% | 217 | +2,305 | 6.22% | Q3 2026 | Oct 27, 2026 |
| Jain Global LLC | History | No change | 36,546 | 1,559 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 37,378 | 1,541 | 0.86% | 0.89% | 219 | -965 | -2.52% | Q3 2026 | Nov 02, 2026 |
| Stablepoint Partners, LLC | History | Added to | 37,107 | 1,529 | 0.21% | 0.2% | 220 | +3,665 | 10.96% | Q3 2026 | Nov 03, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 37,039 | 1,527 | 0.07% | 0.06% | 221 | +7,919 | 27.19% | Q3 2026 | Oct 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 35,515 | 1,515 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 34,965 | 1,491 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,116 | 1,489 | 0.02% | 0.03% | 224 | -3,552 | -8.95% | Q3 2026 | Oct 28, 2026 |
| denkapparat Operations GmbH | History | No change | 34,572 | 1,474 | 0.48% | 0.48% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 34,504 | 1,471 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 35,629 | 1,468 | 0.02% | 0.02% | 227 | -5,159 | -12.65% | Q3 2026 | Oct 21, 2026 |
| Storgate, LLC | History | No change | 33,157 | 1,414 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 32,970 | 1,406 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,471 | 1,385 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 33,586 | 1,384 | 0.02% | 0.03% | 231 | +431 | 1.3% | Q3 2026 | Nov 04, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 34,031 | 1,381 | 0.18% | 0.2% | 232 | -2,593 | -7.08% | Q3 2026 | Oct 28, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 33,438 | 1,378 | 0.18% | 0.18% | 233 | +1,945 | 6.18% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 33,115 | 1,365 | 0.09% | 0.09% | 234 | +392 | 1.2% | Q3 2026 | Oct 26, 2026 |
| Banco Santander, S.A. | History | No change | 31,551 | 1,345 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 30,929 | 1,319 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30,508 | 1,301 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,335 | 1,291 | 0.0% | 0.0% | 238 | +88 | 0.28% | Q3 2026 | Nov 04, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 30,278 | 1,248 | 0.46% | — | 239 | +30,278 | New | Q3 2026 | Oct 26, 2026 |
| Gibbs Wealth Management | History | Added to | 29,885 | 1,232 | 0.13% | 0.13% | 240 | +4,052 | 15.69% | Q3 2026 | Oct 22, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | No change | 28,290 | 1,206 | 0.34% | 0.34% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burford Brothers, Inc. | History | New | 28,953 | 1,193 | 0.43% | — | 242 | +28,953 | New | Q3 2026 | Oct 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 27,342 | 1,166 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 27,159 | 1,158 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 27,606 | 1,138 | 0.01% | 0.01% | 245 | -8,707 | -23.98% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 26,630 | 1,136 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 27,533 | 1,135 | 0.0% | 0.0% | 247 | +6,072 | 28.29% | Q3 2026 | Nov 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 26,351 | 1,124 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Advisors / MI | History | No change | 25,867 | 1,103 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 26,447 | 1,090 | 0.01% | 0.01% | 250 | -1,391 | -5.0% | Q3 2026 | Nov 06, 2026 |
| Arax Advisory Partners | History | No change | 25,469 | 1,086 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 25,836 | 1,065 | 0.01% | 0.01% | 252 | -5,387 | -17.25% | Q3 2026 | Oct 28, 2026 |
| BAILARD, INC. | History | Reduced | 25,750 | 1,061 | 0.02% | 0.02% | 253 | -746 | -2.82% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 26,523 | 1,054 | 0.0% | 0.0% | 254 | +2,968 | 12.6% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 24,276 | 1,038 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 25,115 | 1,035 | 0.01% | 0.02% | 256 | -3,622 | -12.6% | Q3 2026 | Oct 23, 2026 |
| Leo Wealth, LLC | History | New | 25,063 | 1,033 | 0.22% | — | 257 | +25,063 | New | Q3 2026 | Oct 26, 2026 |
| INTRUST BANK NA | History | No change | 23,309 | 994 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 23,224 | 990 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 21,716 | 989 | 0.06% | 0.12% | 260 | +853 | 4.09% | Q3 2026 | Nov 03, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 23,560 | 971 | 0.02% | 0.02% | 261 | +25 | 0.11% | Q3 2026 | Oct 30, 2026 |
| Virtu Financial LLC | History | No change | 22,088 | 942 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,071 | 941 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Probity Advisors, Inc. | History | Added to | 22,641 | 933 | 0.13% | 0.14% | 264 | +443 | 2.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,491 | 916 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 21,872 | 901 | 0.22% | 0.24% | 266 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ClearAlpha Technologies LP | History | No change | 21,105 | 900 | 1.54% | 1.54% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 21,094 | 899 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20,715 | 899 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 21,792 | 898 | 0.09% | 0.1% | 270 | -2,211 | -9.21% | Q3 2026 | Oct 14, 2026 |
| Banco de Sabadell, S.A | History | No change | 20,466 | 875 | 0.51% | 0.51% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 21,079 | 869 | 0.07% | 0.07% | 272 | -2,769 | -11.61% | Q3 2026 | Nov 04, 2026 |
| Aviso Financial Inc. | History | No change | 19,416 | 828 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 20,079 | 827 | 0.01% | 0.01% | 274 | +3,800 | 23.34% | Q3 2026 | Oct 23, 2026 |
| Pavaki Capital Management LLC | History | No change | 20,000 | 824 | 0.28% | 0.3% | 275 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 19,387 | 799 | 0.01% | 0.01% | 276 | -4,394 | -18.48% | Q3 2026 | Oct 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 18,564 | 791 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,987 | 782 | 0.0% | 0.0% | 278 | +559 | 3.03% | Q3 2026 | Oct 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 18,718 | 771 | 0.1% | 0.11% | 279 | -237 | -1.25% | Q3 2026 | Oct 23, 2026 |
| GTS SECURITIES LLC | History | No change | 18,059 | 770 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,034 | 769 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 17,713 | 755 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qtron Investments LLC | History | No change | 17,658 | 753 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 17,564 | 749 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 17,541 | 748 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,986 | 741 | 0.0% | 0.0% | 286 | +2,414 | 15.5% | Q3 2026 | Oct 23, 2026 |
| Compound Planning, Inc. | History | Added to | 17,958 | 740 | 0.02% | 0.01% | 287 | +4,490 | 33.34% | Q3 2026 | Nov 05, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 17,192 | 708 | 0.03% | 0.04% | 288 | -551 | -3.11% | Q3 2026 | Nov 02, 2026 |
| Peoples Bank/KS | History | Added to | 16,488 | 679 | 0.66% | 0.68% | 289 | +113 | 0.69% | Q3 2026 | Oct 09, 2026 |
| MAI Capital Management | History | No change | 15,911 | 678 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 15,897 | 678 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | Reduced | 16,443 | 677 | 0.36% | 0.39% | 292 | -1,004 | -5.75% | Q3 2026 | Nov 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 15,620 | 666 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | Reduced | 16,143 | 665 | 0.12% | 0.13% | 294 | -325 | -1.97% | Q3 2026 | Oct 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,103 | 663 | 0.01% | 0.01% | 296 | +1,965 | 13.9% | Q3 2026 | Oct 23, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 16,097 | 663 | 0.02% | 0.02% | 295 | +1,733 | 12.06% | Q3 2026 | Oct 28, 2026 |
| BANK OF HAWAII | History | No change | 15,414 | 657 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,375 | 655 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 15,214 | 649 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SG Americas Securities, LLC | History | No change | 15,188 | 648 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |