SiriusPoint Ltd - SPNT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 11,327,211 | 271,853 | 0.0% | 0.0% | 1 | -112,207 | -0.98% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,310,334 | 175,447 | 0.03% | 0.03% | 2 | +324,800 | 4.65% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 6,582,669 | 157,984 | 0.01% | 0.01% | 3 | -125,811 | -1.88% | Q2 2026 | Aug 13, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 6,164,189 | 147,940 | 2.62% | 3.68% | 4 | -3,322,271 | -35.02% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,568,526 | 133,644 | 0.06% | 0.06% | 5 | +352,491 | 6.76% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 4,866,830 | 116,803 | 0.0% | 0.0% | 6 | +515,250 | 11.84% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 4,742,471 | 113,819 | 0.0% | 0.0% | 7 | -15,832 | -0.33% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | Reduced | 3,604,922 | 86,518 | 0.01% | 0.02% | 8 | -1,995,078 | -35.63% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,527,552 | 84,661 | 0.05% | 0.05% | 9 | -185,206 | -4.99% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 3,342,706 | 80,224 | 0.01% | 0.01% | 10 | +241,648 | 7.79% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 3,008,267 | 72,198 | 1.9% | 2.12% | 11 | -404,278 | -11.85% | Q2 2026 | Jul 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,916,654 | 70,001 | 0.01% | 0.0% | 12 | +2,167,356 | 289.25% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 2,864,674 | 68,752 | 0.71% | 0.76% | 13 | -81,128 | -2.75% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,830,342 | 67,941 | 0.0% | 0.0% | 14 | +193,547 | 7.34% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,668,740 | 40,049 | 0.0% | 0.0% | 15 | -132,907 | -7.38% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 1,604,761 | 38,514 | 0.0% | 0.0% | 16 | +310,869 | 24.03% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,571,372 | 37,712 | 0.0% | 0.0% | 17 | -28,547 | -1.78% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,501,976 | 36,047 | 1.78% | 1.76% | 18 | +86,447 | 6.11% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | Added to | 1,360,975 | 32,663 | 0.0% | 0.0% | 19 | +613,007 | 81.96% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,282,290 | 30,774 | 0.04% | 0.04% | 20 | +147,293 | 12.98% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,226,974 | 29,447 | 0.0% | 0.0% | 21 | +121,991 | 11.04% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,170,864 | 28,100 | 0.0% | 0.0% | 22 | +103,387 | 9.69% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 889,096 | 21,338 | 0.38% | 0.41% | 23 | -52,826 | -5.61% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 814,353 | 19,544 | 0.0% | 0.0% | 24 | +126,396 | 18.37% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 698,909 | 16,773 | 0.0% | 0.0% | 25 | +33,307 | 5.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 696,725 | 16,721 | 0.01% | 0.0% | 26 | +362,503 | 108.46% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 694,302 | 16,663 | 0.0% | 0.0% | 27 | +16,470 | 2.43% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 565,259 | 13,566 | 0.07% | 0.08% | 28 | +15,266 | 2.78% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 505,624 | 12,134 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 472,448 | 11,338 | 0.0% | 0.0% | 30 | -8,835 | -1.84% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 422,975 | 10,151 | 0.0% | 0.0% | 31 | +11,704 | 2.85% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 421,089 | 10,106 | 0.01% | 0.01% | 32 | -6,313 | -1.48% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 416,943 | 10,006 | 0.42% | 0.44% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 397,350 | 9,536 | 0.87% | 1.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 363,382 | 8,721 | 0.0% | 0.0% | 35 | +15,454 | 4.44% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 359,404 | 8,625 | 0.02% | 0.02% | 36 | -12,521 | -3.37% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 339,299 | 8,143 | 0.0% | 0.0% | 37 | +149,207 | 78.49% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 317,887 | 7,629 | 0.0% | 0.0% | 38 | +189,115 | 146.86% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 305,616 | 7,334 | 0.0% | 0.0% | 39 | -146,590 | -32.42% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 295,090 | 7,082 | 0.01% | 0.02% | 40 | -376,857 | -56.08% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 257,969 | 6,191 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 256,852 | 6,164 | 0.0% | 0.01% | 42 | -203,738 | -44.23% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 252,819 | 6,068 | 0.01% | 0.01% | 43 | +573 | 0.23% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 244,907 | 5,877 | 0.0% | 0.0% | 44 | -22,881 | -8.54% | Q2 2026 | Aug 11, 2026 |
| Arbiter Partners Capital Management LLC | History | Added to | 242,532 | 5,820 | 3.06% | 2.48% | 45 | +41,700 | 20.76% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Added to | 240,141 | 5,763 | 0.0% | 0.0% | 46 | +4,117 | 1.74% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | Added to | 234,415 | 5,625 | 0.87% | 0.81% | 47 | +29,108 | 14.18% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 211,300 | 5,071 | 0.0% | 0.0% | 48 | +4,200 | 2.03% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 189,569 | 4,550 | 0.31% | 0.33% | 49 | -1,305 | -0.68% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 181,866 | 4,364 | 0.04% | 0.03% | 50 | +32,244 | 21.55% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 166,523 | 3,996 | 0.0% | 0.0% | 51 | -10,078 | -5.71% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 161,900 | 3,885 | 0.02% | 0.01% | 52 | +36,288 | 28.89% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 157,567 | 3,781 | 0.05% | 0.03% | 53 | +41,770 | 36.07% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 156,881 | 3,765 | 0.01% | — | 54 | +156,881 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 155,144 | 3,723 | 0.05% | 0.03% | 55 | +61,956 | 66.48% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 151,163 | 3,627 | 0.0% | 0.0% | 56 | +30,171 | 24.94% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 150,087 | 3,602 | 0.0% | 0.0% | 57 | +132,487 | 752.77% | Q2 2026 | Aug 13, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 149,128 | 3,579 | 0.08% | — | 58 | +149,128 | New | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 141,654 | 3,399 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 137,435 | 3,298 | 0.0% | 0.0% | 60 | +9,814 | 7.69% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 127,708 | 3,064 | 0.02% | 0.02% | 61 | -5,700 | -4.27% | Q2 2026 | Aug 25, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 124,430 | 2,986 | 0.01% | 0.01% | 62 | -8,301 | -6.25% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 119,329 | 2,863 | 0.0% | 0.0% | 63 | +20,444 | 20.67% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 116,861 | 2,804 | 0.0% | 0.0% | 64 | +55,402 | 90.14% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 116,429 | 2,794 | 0.03% | 0.0% | 65 | +104,531 | 878.56% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 115,913 | 2,781 | 0.0% | 0.0% | 66 | +19,884 | 20.71% | Q2 2026 | Aug 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 115,097 | 2,762 | 0.02% | 0.0% | 67 | +115,016 | 141995.06% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 114,805 | 2,755 | 0.02% | 0.01% | 68 | +80,265 | 232.38% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 109,909 | 2,637 | 0.0% | 0.0% | 69 | +8,048 | 7.9% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 109,577 | 2,629 | 0.0% | 0.0% | 70 | -3,046 | -2.7% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 106,094 | 2,285 | 0.0% | 0.0% | 71 | +6,000 | 5.99% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 91,050 | 2,185 | 0.0% | 0.0% | 72 | -8,435 | -8.48% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | New | 81,817 | 1,963 | 0.02% | — | 73 | +81,817 | New | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | Added to | 79,594 | 1,910 | 0.0% | 0.0% | 74 | +15,054 | 23.33% | Q2 2026 | Aug 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 77,956 | 1,870 | 0.0% | 0.0% | 75 | +2,621 | 3.48% | Q2 2026 | Aug 12, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 70,392 | 1,689 | 0.51% | 0.56% | 76 | -8,582 | -10.87% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 68,695 | 1,648 | 0.0% | 0.0% | 77 | +36,847 | 115.7% | Q2 2026 | Aug 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 65,893 | 1,582 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 64,281 | 1,542 | 0.02% | 0.02% | 79 | +14,969 | 30.36% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 61,849 | 1,484 | 0.01% | 0.01% | 80 | +4,092 | 7.08% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 56,093 | 1,346 | 0.0% | 0.0% | 81 | +9,068 | 19.28% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 51,977 | 1,247 | 0.07% | 0.07% | 82 | -3,186 | -5.78% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 50,398 | 1,209 | 0.01% | 0.02% | 83 | -4,705 | -8.54% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 49,780 | 1,194 | 0.0% | 0.01% | 84 | -52,398 | -51.28% | Q2 2026 | Aug 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 48,922 | 1,174 | 0.0% | 0.0% | 85 | +873 | 1.82% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 48,922 | 1,173 | 0.0% | — | 86 | +48,922 | New | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 48,840 | 1,172 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 47,736 | 1,145 | 0.0% | 0.0% | 88 | -4,047 | -7.82% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 46,848 | 1,124 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 46,600 | 1,118 | 0.0% | 0.0% | 90 | +4,800 | 11.48% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,476 | 1,115 | 0.0% | 0.0% | 91 | +895 | 1.96% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 45,800 | 1,099 | 0.02% | 0.02% | 92 | -300 | -0.65% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 44,556 | 1,069 | 0.0% | 0.0% | 93 | -2,044 | -4.39% | Q2 2026 | Jul 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 48,922 | 1,054 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Wyoming | History | Added to | 42,324 | 1,015 | 0.1% | 0.09% | 95 | +8,622 | 25.58% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 41,147 | 987 | 0.0% | 0.0% | 96 | -665 | -1.59% | Q2 2026 | Sep 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,700 | 976 | 0.0% | 0.0% | 97 | -189,811 | -82.34% | Q2 2026 | Sep 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 39,876 | 956 | 0.01% | 0.01% | 98 | -16,844 | -29.7% | Q2 2026 | Jul 20, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 39,135 | 939 | 0.0% | 0.0% | 99 | -15,058 | -27.79% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 38,901 | 933 | 0.0% | — | 100 | +38,901 | New | Q2 2026 | Aug 06, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 39,050 | 924 | 0.31% | — | 101 | +39,050 | New | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 38,276 | 918 | 0.0% | 0.0% | 102 | +6,424 | 20.17% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,086 | 914 | 0.0% | 0.01% | 103 | -576 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | New | 38,000 | 912 | 0.01% | — | 105 | +38,000 | New | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 38,000 | 912 | 0.0% | 0.0% | 104 | +4,400 | 13.1% | Q2 2026 | Jul 29, 2026 |
| SYON CAPITAL LLC | History | Reduced | 36,613 | 878 | 0.04% | 0.04% | 106 | -799 | -2.14% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 35,325 | 848 | 0.0% | 0.0% | 107 | -2,008 | -5.38% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 31,335 | 752 | 0.01% | 0.01% | 108 | +2,961 | 10.44% | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 30,745 | 737 | 0.05% | 0.03% | 109 | +1,939 | 6.73% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 29,053 | 697 | 0.0% | 0.0% | 110 | +149 | 0.52% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | New | 28,732 | 689 | 0.03% | — | 111 | +28,732 | New | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | Reduced | 28,197 | 676 | 0.09% | 0.11% | 112 | -15,946 | -36.12% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,138 | 675 | 0.0% | 0.0% | 113 | -1,747 | -5.85% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 27,742 | 665 | 0.01% | 0.01% | 114 | +185 | 0.67% | Q2 2026 | Jul 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 27,684 | 664 | 0.0% | 0.0% | 115 | +3,377 | 13.89% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 27,553 | 661 | 0.0% | 0.0% | 116 | -1,505 | -5.18% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 26,030 | 624 | 0.01% | 0.01% | 117 | -24,163 | -48.14% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 25,713 | 617 | 0.0% | — | 118 | +25,713 | New | Q2 2026 | Jul 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 25,693 | 616 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 25,287 | 606 | 0.15% | 0.14% | 120 | +2,204 | 9.55% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,807 | 595 | 0.0% | 0.0% | 121 | -903 | -3.51% | Q2 2026 | Jul 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 24,607 | 590 | 0.0% | 0.0% | 122 | +287 | 1.18% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,088 | 578 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 23,987 | 575 | 0.0% | 0.0% | 124 | -1,543 | -6.04% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 23,808 | 571 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 23,300 | 559 | 0.0% | 0.0% | 126 | -5,600 | -19.38% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,200 | 556 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 23,152 | 555 | 0.0% | 0.0% | 128 | -5,026 | -17.84% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 22,836 | 548 | 0.13% | 0.11% | 129 | +4,629 | 25.42% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 22,705 | 544 | 0.0% | 0.0% | 130 | +714 | 3.25% | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | Reduced | 21,666 | 519 | 0.05% | 0.05% | 131 | -3,558 | -14.11% | Q2 2026 | Jul 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 20,351 | 488 | 0.0% | 0.0% | 132 | +4,240 | 26.32% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 19,080 | 457 | 0.0% | 0.0% | 133 | +1,730 | 9.97% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,590 | 446 | 0.0% | 0.0% | 134 | +231 | 1.26% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 18,443 | 442 | 0.0% | — | 135 | +18,443 | New | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,982 | 431 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 17,188 | 412 | 0.01% | 0.01% | 137 | +468 | 2.8% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,805 | 403 | 0.0% | 0.0% | 138 | +263 | 1.59% | Q2 2026 | Aug 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 16,547 | 397 | 0.01% | 0.0% | 139 | +13,004 | 367.03% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 16,557 | 397 | 0.0% | 0.0% | 140 | +5,581 | 50.85% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,164 | 387 | 0.0% | 0.0% | 141 | +2 | 0.01% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,929 | 382 | 0.0% | 0.0% | 142 | -7,039 | -30.65% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 15,189 | 364 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,132 | 363 | 0.0% | 0.0% | 144 | -838 | -5.25% | Q2 2026 | Aug 11, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 15,000 | 360 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Metis Global Partners, LLC | History | No change | 15,031 | 360 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 14,490 | 347 | 0.0% | 0.0% | 147 | +743 | 5.4% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,389 | 345 | 0.0% | 0.0% | 148 | +2,101 | 17.1% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | New | 14,996 | 342 | 0.0% | — | 149 | +14,996 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 15,012 | 323 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,274 | 318 | 0.0% | 0.0% | 151 | +222 | 1.7% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 13,069 | 314 | 0.0% | 0.0% | 152 | -5,543 | -29.78% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | New | 12,663 | 303 | 0.0% | — | 153 | +12,663 | New | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,372 | 296 | 0.01% | 0.01% | 154 | +5 | 0.04% | Q2 2026 | Jul 29, 2026 |
| Atom Investors LP | History | New | 11,902 | 285 | 0.03% | — | 155 | +11,902 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,768 | 282 | 0.0% | 0.0% | 156 | +353 | 3.09% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | New | 11,390 | 273 | 0.0% | — | 157 | +11,390 | New | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | Added to | 11,348 | 272 | 0.0% | 0.0% | 158 | +194 | 1.74% | Q2 2026 | Jul 29, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 2,739 | 271 | 0.06% | 0.23% | 159 | -34,368 | -92.62% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,031 | 264 | 0.0% | 0.0% | 160 | +451 | 4.26% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,831 | 259 | 0.0% | 0.0% | 161 | +793 | 7.9% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 10,704 | 256 | 0.0% | 0.0% | 162 | +2,063 | 23.87% | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,643 | 255 | 0.05% | 0.05% | 163 | -613 | -5.45% | Q2 2026 | Jul 09, 2026 |
| XPONANCE LLC | History | Added to | 10,597 | 254 | 0.0% | 0.0% | 164 | +54 | 0.51% | Q2 2026 | Aug 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 10,490 | 252 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tidal Investments LLC | History | Reduced | 10,343 | 248 | 0.0% | 0.0% | 166 | -5,773 | -35.82% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,746 | 240 | 0.0% | — | 167 | +9,746 | New | Q2 2026 | Jul 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 9,800 | 235 | 0.05% | — | 168 | +9,800 | New | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,642 | 231 | 0.01% | 0.01% | 169 | +1,075 | 12.55% | Q2 2026 | Aug 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,475 | 225 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,967 | 216 | 0.0% | 0.0% | 171 | -7,891 | -46.81% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 8,567 | 205 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 8,540 | 204 | 0.0% | — | 173 | +8,540 | New | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | New | 8,454 | 202 | 0.09% | — | 174 | +8,454 | New | Q2 2026 | Aug 13, 2026 |
| Family Manage LLC | History | New | 8,407 | 201 | 0.02% | — | 175 | +8,407 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 7,152 | 171 | 0.01% | 0.01% | 176 | +124 | 1.76% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,756 | 162 | 0.0% | 0.0% | 177 | +52 | 0.78% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,439 | 154 | 0.01% | 0.01% | 178 | +708 | 12.35% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 6,414 | 153 | 0.0% | — | 179 | +6,414 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,333 | 151 | 0.0% | 0.0% | 180 | +770 | 13.84% | Q2 2026 | Aug 11, 2026 |
| Leonteq Securities AG | History | Reduced | 4,260 | 102 | 0.0% | 0.0% | 181 | -760 | -15.14% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,275 | 102 | 0.0% | 0.0% | 182 | +571 | 15.42% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 4,135 | 99 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,752 | 90 | 0.0% | 0.0% | 184 | +2,266 | 152.49% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 2,740 | 65 | 0.0% | 0.0% | 185 | +2,477 | 941.83% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,563 | 61 | 0.01% | 0.01% | 186 | -41 | -1.57% | Q2 2026 | Jul 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,326 | 55 | 0.0% | 0.0% | 187 | +204 | 9.61% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 2,156 | 51 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,941 | 46 | 0.0% | 0.0% | 189 | -205,100 | -99.06% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | New | 1,648 | 39 | 0.0% | — | 190 | +1,648 | New | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,310 | 31 | 0.0% | 0.0% | 191 | +109 | 9.08% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,323 | 31 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,250 | 30 | 0.0% | 0.0% | 193 | +405 | 47.93% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,087 | 26 | 0.0% | 0.0% | 194 | +743 | 215.99% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 880 | 21 | 0.0% | 0.0% | 195 | -156 | -15.06% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 909 | 21 | 0.0% | 0.0% | 196 | +38 | 4.36% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 848 | 20 | 0.0% | 0.0% | 198 | +654 | 337.11% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 851 | 20 | 0.0% | 0.0% | 197 | +38 | 4.67% | Q2 2026 | Aug 05, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 748 | 17 | 0.0% | 0.02% | 199 | -4,179 | -84.82% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 723 | 17 | 0.0% | 0.0% | 200 | +133 | 22.54% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 585 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 553 | 13 | 0.0% | — | 203 | +513 | 1282.5% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 565 | 13 | 0.0% | 0.0% | 202 | +30 | 5.61% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Added to | 532 | 12 | 0.0% | — | 204 | +490 | 1166.67% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 502 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 444 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 408 | 9 | 0.0% | 0.0% | 207 | -12,500 | -96.84% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF VERMONT | History | New | 344 | 8 | 0.0% | — | 210 | +344 | New | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 342 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 332 | 7 | 0.0% | — | 211 | +332 | New | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 281 | 6 | 0.0% | — | 212 | +238 | 553.49% | Q2 2026 | Jul 22, 2026 |
| Torren Management, LLC | History | No change | 265 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 235 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 168 | 4 | 0.0% | — | 217 | +168 | New | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | Added to | 179 | 4 | 0.0% | 0.0% | 216 | +32 | 21.77% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 207 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | Reduced | 141 | 3 | 0.0% | 0.0% | 218 | -286 | -66.98% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | New | 84 | 2 | 0.0% | — | 221 | +84 | New | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Added to | 82 | 2 | 0.0% | 0.0% | 220 | +55 | 203.7% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 89 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ameritas Advisory Services, LLC | History | New | 42 | 1 | 0.0% | — | 229 | +42 | New | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 42 | 1 | 0.0% | — | 225 | +35 | 500.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70 | 1 | 0.0% | 0.0% | 222 | +16 | 29.63% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | Added to | 57 | 1 | 0.0% | — | 226 | +15 | 35.71% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 65 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 56 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,968 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,891 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.2% | — | -42,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -25,015 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,940 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,447 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,618 | -100.0% | Q2 2026 | Jul 31, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,686 | -100.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,555 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,512 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -11,558 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Quantedge Capital Pte Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -10,500 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,738 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -956 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -687 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -203 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -100 | -95.24% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Evolution Advisers, Inc. | History | New | 32 | 0 | — | — | — | +32 | New | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q2 2026 | Aug 06, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36 | 0 | — | — | — | +21 | 140.0% | Q2 2026 | Jul 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 16, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 23 | 0 | — | — | — | -3 | -11.54% | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 20 | 0 | — | — | — | -3 | -13.04% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q2 2026 | Jul 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 15, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Manchester Capital Management LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bell Investment Advisors, Inc | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |