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 | No change | 11,327,211 | 271,853 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,619,433 | 184,777 | 0.03% | 0.03% | 2 | +309,099 | 4.23% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,582,669 | 157,984 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 6,164,189 | 147,940 | 2.62% | 2.62% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,568,526 | 133,644 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 4,866,830 | 116,803 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,742,471 | 113,819 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 3,604,922 | 86,518 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,527,552 | 84,661 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,342,706 | 80,224 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,916,654 | 70,001 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 2,864,674 | 68,752 | 0.71% | 0.71% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,830,342 | 67,941 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 2,742,339 | 66,501 | 1.83% | 1.9% | 14 | -265,928 | -8.84% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,668,740 | 40,049 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,604,761 | 38,514 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,571,372 | 37,712 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 1,501,976 | 36,047 | 1.78% | 1.78% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | No change | 1,360,975 | 32,663 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,282,290 | 30,774 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,226,974 | 29,447 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,170,864 | 28,100 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 889,096 | 21,338 | 0.38% | 0.38% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 814,353 | 19,544 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 741,761 | 17,987 | 0.01% | 0.01% | 25 | +236,137 | 46.7% | Q3 2026 | Nov 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 696,725 | 16,721 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 694,302 | 16,663 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 683,292 | 16,569 | 0.0% | 0.0% | 28 | -15,617 | -2.23% | Q3 2026 | Nov 05, 2026 |
| Empowered Funds, LLC | History | No change | 565,259 | 13,566 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 472,448 | 11,338 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 422,975 | 10,151 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 421,089 | 10,106 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 416,943 | 10,006 | 0.42% | 0.42% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 397,350 | 9,536 | 0.87% | 0.87% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 363,382 | 8,721 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 359,404 | 8,625 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 339,299 | 8,143 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 317,887 | 7,629 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 305,616 | 7,334 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 295,090 | 7,082 | 0.01% | 0.01% | 40 | 0 | 0.0% | 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 | No change | 256,852 | 6,164 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 252,819 | 6,068 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 244,907 | 5,877 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 242,532 | 5,820 | 3.06% | 3.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 240,141 | 5,763 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 234,415 | 5,625 | 0.87% | 0.87% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 211,300 | 5,071 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 196,929 | 4,776 | 0.32% | 0.31% | 49 | +7,360 | 3.88% | Q3 2026 | Oct 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 181,866 | 4,364 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 166,523 | 3,996 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 161,900 | 3,885 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEUTHOLD GROUP, LLC | History | New | 159,787 | 3,874 | 0.36% | — | 53 | +159,787 | New | Q3 2026 | Nov 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 157,567 | 3,781 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 156,881 | 3,765 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 155,144 | 3,723 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 151,163 | 3,627 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 150,087 | 3,602 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 149,128 | 3,579 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 141,654 | 3,399 | 0.18% | 0.18% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 137,435 | 3,298 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 133,255 | 3,231 | 0.03% | 0.03% | 62 | +16,826 | 14.45% | Q3 2026 | Oct 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 125,108 | 3,033 | 0.02% | 0.02% | 63 | -2,600 | -2.04% | Q3 2026 | Oct 28, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 124,430 | 2,986 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 119,329 | 2,863 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 116,861 | 2,804 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 115,913 | 2,781 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 115,097 | 2,762 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 114,805 | 2,755 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 109,909 | 2,637 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 109,577 | 2,629 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 108,178 | 2,623 | 0.01% | 0.0% | 72 | +70,092 | 184.04% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 106,094 | 2,285 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 91,050 | 2,185 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 81,817 | 1,963 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 79,594 | 1,910 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 77,956 | 1,870 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 70,392 | 1,689 | 0.51% | 0.51% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 65,893 | 1,582 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 64,281 | 1,542 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 61,849 | 1,484 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 56,093 | 1,346 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 53,421 | 1,295 | 0.01% | 0.01% | 83 | +3,023 | 6.0% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 51,977 | 1,247 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 49,780 | 1,207 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 48,922 | 1,174 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 48,922 | 1,173 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,736 | 1,145 | 0.0% | 0.0% | 88 | 0 | 0.0% | 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 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,476 | 1,115 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 43,500 | 1,054 | 0.02% | 0.02% | 91 | -2,300 | -5.02% | Q3 2026 | Oct 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 41,147 | 987 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,700 | 976 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 39,135 | 939 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 38,521 | 934 | 0.0% | 0.0% | 95 | +12,808 | 49.81% | Q3 2026 | Oct 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 38,901 | 933 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 38,276 | 918 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 37,770 | 916 | 0.31% | 0.31% | 98 | -1,280 | -3.28% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,000 | 912 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jump Financial, LLC | History | No change | 38,000 | 912 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 36,613 | 878 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 35,325 | 848 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 33,757 | 819 | 0.0% | 0.0% | 103 | -10,799 | -24.24% | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 31,335 | 752 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 30,745 | 737 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 29,781 | 722 | 0.0% | 0.0% | 106 | +728 | 2.51% | Q3 2026 | Nov 03, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 29,360 | 711 | 0.03% | — | 107 | +29,360 | New | Q3 2026 | Oct 26, 2026 |
| Entropy Technologies, LP | History | No change | 28,732 | 689 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 28,197 | 676 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 27,800 | 674 | 0.0% | 0.0% | 110 | -18,800 | -40.34% | Q3 2026 | Oct 30, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 27,684 | 664 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 27,553 | 661 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,678 | 646 | 0.01% | 0.01% | 113 | -1,064 | -3.84% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 26,608 | 645 | 0.0% | 0.0% | 114 | -1,530 | -5.44% | Q3 2026 | Oct 23, 2026 |
| Engineers Gate Manager LP | History | No change | 26,030 | 624 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 25,693 | 616 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 25,287 | 606 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,086 | 584 | 0.0% | 0.0% | 118 | -721 | -2.91% | Q3 2026 | Nov 03, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,088 | 578 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,987 | 575 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 23,300 | 559 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 22,941 | 556 | 0.0% | 0.0% | 122 | -45,754 | -66.6% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 22,942 | 556 | 0.0% | 0.0% | 123 | +237 | 1.04% | Q3 2026 | Nov 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,200 | 556 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 22,908 | 555 | 0.01% | 0.01% | 126 | -900 | -3.78% | Q3 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 23,152 | 555 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 22,836 | 548 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 22,014 | 533 | 0.04% | 0.1% | 128 | -20,310 | -47.99% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,587 | 523 | 0.01% | 0.01% | 129 | -18,289 | -45.86% | Q3 2026 | Oct 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 20,351 | 488 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,218 | 466 | 0.0% | 0.0% | 131 | +10,678 | 125.04% | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 19,080 | 457 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,590 | 446 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 18,443 | 442 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,982 | 436 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,128 | 415 | 0.01% | 0.01% | 136 | -60 | -0.35% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 16,805 | 403 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BFSG, LLC | History | Reduced | 16,378 | 397 | 0.03% | 0.05% | 138 | -5,288 | -24.41% | Q3 2026 | Oct 30, 2026 |
| Aquatic Capital Management LLC | History | No change | 16,547 | 397 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 16,557 | 397 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 16,164 | 387 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,929 | 382 | 0.0% | 0.0% | 142 | 0 | 0.0% | 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 |
| Baker Ellis Asset Management LLC | History | No change | 15,000 | 363 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Metis Global Partners, LLC | History | No change | 15,031 | 360 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 14,816 | 359 | 0.0% | — | 146 | +14,816 | New | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,520 | 352 | 0.0% | 0.0% | 147 | -612 | -4.04% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 14,490 | 347 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,389 | 345 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Savant Capital, LLC | History | No change | 14,996 | 342 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethic Inc. | History | Added to | 13,467 | 326 | 0.0% | 0.0% | 151 | +2,119 | 18.67% | Q3 2026 | Nov 03, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 13,388 | 324 | 0.06% | 0.05% | 152 | +2,745 | 25.79% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,274 | 318 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,069 | 314 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,515 | 303 | 0.01% | 0.01% | 156 | +143 | 1.16% | Q3 2026 | Nov 02, 2026 |
| Blackstone Inc. | History | No change | 12,663 | 303 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,998 | 300 | 0.0% | 0.0% | 157 | +2,252 | 23.11% | Q3 2026 | Oct 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 11,792 | 285 | 0.0% | — | 159 | +11,792 | New | Q3 2026 | Oct 21, 2026 |
| Atom Investors LP | History | No change | 11,902 | 285 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,768 | 282 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,377 | 275 | 0.0% | 0.0% | 161 | -13 | -0.11% | Q3 2026 | Nov 04, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 2,739 | 271 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 11,031 | 267 | 0.12% | — | 163 | +11,031 | New | Q3 2026 | Oct 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,031 | 264 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,831 | 259 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 10,704 | 256 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 10,490 | 254 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Reduced | 10,342 | 250 | 0.0% | 0.0% | 168 | -255 | -2.41% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 10,343 | 248 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 9,800 | 235 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,642 | 231 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | New | 9,249 | 224 | 0.0% | — | 172 | +9,249 | New | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,967 | 216 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 8,567 | 205 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ariadne Wealth Management, LP | History | No change | 8,454 | 202 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Manage LLC | History | No change | 8,407 | 201 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 7,188 | 174 | 0.01% | 0.01% | 177 | +36 | 0.5% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,756 | 162 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 6,246 | 151 | 0.01% | 0.01% | 180 | -193 | -3.0% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,333 | 151 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,909 | 119 | 0.0% | 0.0% | 181 | +634 | 14.83% | Q3 2026 | Nov 04, 2026 |
| KBC Group NV | History | No change | 4,135 | 100 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,023 | 97 | 0.0% | 0.0% | 183 | +1,697 | 72.96% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,666 | 88 | 0.0% | 0.0% | 184 | -86 | -2.29% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 2,740 | 65 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,579 | 62 | 0.01% | 0.01% | 186 | +16 | 0.62% | Q3 2026 | Oct 01, 2026 |
| Leonteq Securities AG | History | Reduced | 2,480 | 60 | 0.0% | 0.0% | 187 | -1,780 | -41.78% | Q3 2026 | Oct 29, 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 | No change | 1,941 | 46 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,648 | 39 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,323 | 32 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,310 | 31 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,250 | 30 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,087 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 992 | 24 | 0.0% | 0.0% | 195 | +141 | 16.57% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 909 | 21 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 848 | 20 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 732 | 17 | 0.0% | 0.0% | 199 | +9 | 1.24% | Q3 2026 | Oct 26, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 748 | 17 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Reduced | 680 | 16 | 0.0% | 0.0% | 200 | -200 | -22.73% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 585 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 567 | 13 | 0.01% | — | 204 | +567 | New | Q3 2026 | Oct 21, 2026 |
| UMB Bank, n.a. | History | No change | 565 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 553 | 13 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 532 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 502 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 442 | 10 | 0.0% | 0.0% | 207 | -2 | -0.45% | Q3 2026 | Oct 19, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 408 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 342 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 344 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 302 | 7 | 0.0% | — | 212 | +302 | New | Q3 2026 | Oct 21, 2026 |
| Torren Management, LLC | History | No change | 265 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 235 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 204 | 4 | 0.0% | 0.0% | 216 | -3 | -1.45% | Q3 2026 | Oct 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 179 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 139 | 3 | 0.0% | 0.0% | 219 | +55 | 65.48% | Q3 2026 | Nov 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 139 | 3 | 0.0% | 0.0% | 218 | +50 | 56.18% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | No change | 141 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 90 | 2 | 0.0% | — | 223 | +90 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 98 | 2 | 0.0% | 0.0% | 221 | +42 | 75.0% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Added to | 88 | 2 | 0.0% | 0.0% | 222 | +6 | 7.32% | Q3 2026 | Oct 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 56 | 1 | 0.0% | 0.0% | 225 | -276 | -83.13% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 70 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -48,840 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,607 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,414 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 20 | 0 | — | 0.0% | — | -261 | -92.88% | Q3 2026 | Oct 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 30 | 0 | — | — | — | +16 | 114.29% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 29 | 0 | — | — | — | -7 | -19.44% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 30, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 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 |
| Global Retirement Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 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% | Q3 2026 | Oct 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 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 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |