Simpson Manufacturing Co., Inc. - SSD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,118,164 | 862,137 | 0.01% | 0.01% | 1 | +86,408 | 2.14% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 3,669,547 | 768,219 | 0.03% | 0.02% | 2 | +1,023,245 | 38.67% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,568,049 | 746,971 | 2.32% | 1.96% | 3 | -317,400 | -8.17% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,924,650 | 402,925 | 0.02% | 0.02% | 4 | -2,906 | -0.15% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,854,556 | 388,251 | 0.01% | 0.01% | 5 | -9,491 | -0.51% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,308,394 | 273,910 | 0.01% | 0.01% | 6 | +37,206 | 2.93% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | Reduced | 1,201,143 | 251,459 | 0.01% | 0.01% | 7 | -96,118 | -7.41% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 914,514 | 191,453 | 3.62% | 3.55% | 8 | -188 | -0.02% | Q2 2026 | Jul 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 887,760 | 185,853 | 0.03% | 0.03% | 9 | +17,335 | 1.99% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 862,031 | 180,466 | 0.22% | 0.25% | 10 | +4,113 | 0.48% | Q2 2026 | Aug 13, 2026 |
| ValueAct Holdings, L.P. | History | Reduced | 830,642 | 173,894 | 3.09% | 4.2% | 11 | -567,400 | -40.59% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 783,269 | 164,018 | 0.01% | 0.01% | 12 | -4,398 | -0.56% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | Reduced | 648,641 | 135,792 | 0.03% | 0.03% | 13 | -14,554 | -2.19% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 642,267 | 134,458 | 0.04% | 0.04% | 14 | -5,734 | -0.88% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 606,113 | 126,889 | 0.08% | 0.1% | 15 | -153,983 | -20.26% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 600,268 | 125,666 | 0.01% | 0.01% | 16 | +19,292 | 3.32% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 583,523 | 122,160 | 0.07% | 0.07% | 17 | +1,322 | 0.23% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 542,592 | 115,923 | 0.04% | 0.01% | 18 | +368,839 | 212.28% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 525,383 | 110,325 | 0.01% | 0.01% | 19 | -42,830 | -7.54% | Q2 2026 | Aug 12, 2026 |
| Maren Capital LLC | History | Added to | 513,029 | 107,402 | 4.98% | 4.58% | 20 | +2,639 | 0.52% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 502,362 | 105,169 | 0.01% | 0.01% | 21 | -4,333 | -0.86% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 451,848 | 94,594 | 0.01% | 0.01% | 22 | +37,641 | 9.09% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 442,833 | 92,707 | 0.05% | 0.05% | 23 | +19,167 | 4.52% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | New | 434,349 | 90,930 | 0.01% | — | 24 | +434,349 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 404,809 | 84,746 | 1.21% | 0.92% | 25 | -29,400 | -6.77% | Q2 2026 | Aug 13, 2026 |
| Port Capital LLC | History | Reduced | 394,379 | 82,563 | 3.37% | 3.11% | 26 | -13,690 | -3.35% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 377,727 | 79,077 | 0.01% | 0.01% | 27 | -20,117 | -5.06% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 377,341 | 78,996 | 1.72% | 2.07% | 28 | -227,940 | -37.66% | Q2 2026 | Jul 24, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 301,491 | 63,117 | 1.09% | 1.03% | 29 | -7,608 | -2.46% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 296,579 | 62,088 | 0.1% | 0.09% | 30 | -7,045 | -2.32% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 282,765 | 59,196 | 0.01% | 0.01% | 31 | -13,846 | -4.67% | Q2 2026 | Aug 06, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 277,357 | 58,064 | 0.47% | 0.48% | 32 | -8,450 | -2.96% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 270,141 | 56,553 | 0.02% | 0.02% | 33 | -53,913 | -16.64% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | Added to | 266,953 | 55,886 | 0.01% | 0.0% | 34 | +94,140 | 54.48% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 264,071 | 55,283 | 0.0% | 0.0% | 35 | -27,243 | -9.35% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 259,939 | 54,418 | 0.01% | 0.01% | 36 | +1,868 | 0.72% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 263,891 | 53,680 | 0.08% | 0.09% | 37 | -40,133 | -13.2% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 255,852 | 53,564 | 0.01% | 0.0% | 38 | +50,316 | 24.48% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 241,257 | 50,507 | 0.07% | 0.07% | 39 | -10,186 | -4.05% | Q2 2026 | Aug 12, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Reduced | 240,664 | 50,383 | 0.85% | 0.85% | 40 | -901 | -0.37% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 230,727 | 48,275 | 0.03% | 0.03% | 41 | -16,543 | -6.69% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 219,132 | 45,875 | 0.02% | 0.01% | 42 | +40,160 | 22.44% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 214,765 | 44,961 | 1.16% | 0.55% | 43 | -39,760 | -15.62% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 203,524 | 42,607 | 0.03% | 0.03% | 44 | +3,981 | 2.0% | Q2 2026 | Sep 09, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 198,808 | 41,621 | 0.33% | 0.32% | 45 | -13,725 | -6.46% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 186,383 | 39,019 | 0.06% | — | 46 | +186,383 | New | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 160,912 | 33,686 | 0.4% | 0.37% | 47 | +9,976 | 6.61% | Q2 2026 | Aug 12, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 151,834 | 31,786 | 2.01% | 1.92% | 48 | -3,077 | -1.99% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 148,018 | 30,987 | 0.03% | 0.03% | 49 | -15,183 | -9.3% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Capital, Inc. | History | Added to | 143,047 | 29,946 | 2.68% | 1.81% | 50 | +37,395 | 35.39% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | Added to | 135,229 | 28,310 | 0.0% | 0.0% | 51 | +69,685 | 106.32% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 133,655 | 27,980 | 0.02% | 0.01% | 52 | +38,873 | 41.01% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 131,126 | 27,451 | 0.06% | 0.07% | 53 | +5,438 | 4.33% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 128,755 | 26,954 | 0.03% | 0.0% | 54 | +128,063 | 18506.21% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 126,315 | 26,444 | 0.0% | 0.01% | 55 | -47,080 | -27.15% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 126,155 | 26,410 | 0.01% | 0.0% | 56 | +91,135 | 260.24% | Q2 2026 | Aug 12, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 124,379 | 26,038 | 0.73% | 0.76% | 57 | -56,598 | -31.27% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 124,212 | 26,002 | 0.01% | 0.01% | 58 | -4,865 | -3.77% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 109,702 | 22,966 | 0.0% | 0.01% | 59 | -34,995 | -24.19% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 106,853 | 22,369 | 0.02% | 0.02% | 60 | -2,536 | -2.32% | Q2 2026 | Aug 11, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 103,657 | 21,701 | 0.06% | 0.04% | 61 | +36,790 | 55.02% | Q2 2026 | Aug 14, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 99,589 | 20,848 | 0.21% | 0.18% | 62 | +7,839 | 8.54% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 93,395 | 19,552 | 0.01% | 0.01% | 63 | +847 | 0.92% | Q2 2026 | Aug 04, 2026 |
| Fivespan Partners, LP | History | New | 90,000 | 18,841 | 4.44% | — | 64 | +90,000 | New | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 88,032 | 18,429 | 0.0% | 0.0% | 65 | -2,625 | -2.9% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 85,012 | 17,797 | 0.0% | 0.0% | 66 | +26,117 | 44.35% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 82,600 | 17,292 | 0.01% | 0.01% | 67 | +500 | 0.61% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 79,137 | 16,567 | 0.01% | 0.01% | 68 | +5,141 | 6.95% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 77,591 | 16,243 | 0.0% | 0.0% | 69 | +130 | 0.17% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 75,720 | 15,851 | 0.03% | 0.03% | 70 | -30,337 | -28.6% | Q2 2026 | Aug 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 74,724 | 15,643 | 0.28% | 0.28% | 71 | -2,189 | -2.85% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 77,650 | 15,345 | 0.15% | 0.18% | 72 | -19,879 | -20.38% | Q2 2026 | Jul 27, 2026 |
| North Berkeley Wealth Management, LLC | History | Reduced | 72,440 | 15,165 | 6.13% | 7.22% | 73 | -7,150 | -8.98% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,501 | 14,550 | 0.0% | 0.0% | 74 | +34,778 | 100.16% | Q2 2026 | Sep 02, 2026 |
| DF DENT & CO INC | History | Added to | 69,301 | 14,508 | 0.28% | 0.23% | 75 | +634 | 0.92% | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 67,499 | 14,130 | 0.16% | 0.26% | 76 | -68,335 | -50.31% | Q2 2026 | Jul 29, 2026 |
| River Road Asset Management, LLC | History | Reduced | 67,424 | 14,115 | 0.16% | 0.23% | 77 | -51,578 | -43.34% | Q2 2026 | Jul 17, 2026 |
| Robeco Schweiz AG | History | Added to | 63,500 | 13,293 | 0.21% | 0.16% | 78 | +19,500 | 44.32% | Q2 2026 | Jul 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 55,935 | 11,709 | 0.02% | 0.02% | 79 | -4,156 | -6.92% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 55,497 | 11,618 | 0.07% | 0.07% | 80 | -4,286 | -7.17% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | Reduced | 54,462 | 11,401 | 0.0% | 0.0% | 81 | -1,092 | -1.97% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 53,334 | 11,165 | 0.01% | 0.01% | 82 | +9,515 | 21.71% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 53,153 | 11,127 | 0.0% | 0.0% | 83 | +1,938 | 3.78% | Q2 2026 | Aug 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 51,123 | 10,702 | 0.1% | 0.09% | 84 | +6,572 | 14.75% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 51,088 | 10,695 | 0.21% | 0.2% | 85 | -1,158 | -2.22% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 49,763 | 10,418 | 0.01% | 0.05% | 86 | -131,717 | -72.58% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 48,240 | 10,099 | 0.02% | 0.02% | 87 | -9,221 | -16.05% | Q2 2026 | Jul 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,372 | 9,917 | 0.01% | 0.01% | 88 | -166 | -0.35% | Q2 2026 | Aug 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 47,252 | 9,892 | 0.01% | 0.01% | 89 | -8,141 | -14.7% | Q2 2026 | Aug 07, 2026 |
| EULAV Asset Management | History | No change | 46,200 | 9,671 | 0.31% | 0.25% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 45,200 | 9,462 | 0.27% | 0.26% | 91 | -2,950 | -6.13% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 43,562 | 9,119 | 0.02% | 0.03% | 92 | +1,067 | 2.51% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 43,481 | 9,102 | 0.1% | 0.09% | 93 | +38 | 0.09% | Q2 2026 | Aug 04, 2026 |
| Retirement Systems of Alabama | History | Reduced | 42,548 | 8,907 | 0.03% | 0.03% | 94 | -8,278 | -16.29% | Q2 2026 | Jul 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 51,245 | 8,794 | 0.0% | 0.0% | 95 | -741 | -1.43% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 42,000 | 8,792 | 0.0% | 0.0% | 96 | -38,499 | -47.83% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 41,884 | 8,768 | 0.02% | — | 97 | +41,884 | New | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 41,456 | 8,678 | 0.0% | 0.0% | 98 | -2,520 | -5.73% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 40,710 | 8,522 | 0.01% | 0.01% | 99 | -6,118 | -13.06% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 40,089 | 8,392 | 0.01% | 0.01% | 100 | +1,718 | 4.48% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 39,569 | 8,283 | 0.02% | 0.02% | 101 | +6,651 | 20.2% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Added to | 39,344 | 8,236 | 0.09% | 0.08% | 102 | +139 | 0.35% | Q2 2026 | Jul 24, 2026 |
| Bridgewater Associates, LP | History | New | 38,770 | 8,116 | 0.03% | — | 103 | +38,770 | New | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | New | 37,871 | 7,928 | 0.2% | — | 104 | +37,871 | New | Q2 2026 | Aug 14, 2026 |
| Berkeley, Inc | History | Reduced | 37,728 | 7,898 | 2.48% | 2.18% | 105 | -68 | -0.18% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 40,806 | 7,839 | 0.15% | 0.17% | 106 | -9,893 | -19.51% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 36,806 | 7,705 | 0.01% | 0.01% | 107 | +1,027 | 2.87% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 35,721 | 7,478 | 0.0% | 0.0% | 108 | -180 | -0.5% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 35,240 | 7,377 | 0.04% | — | 109 | +35,240 | New | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 33,541 | 7,022 | 0.0% | 0.02% | 110 | -95,650 | -74.04% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 32,775 | 6,861 | 0.0% | 0.0% | 111 | +12,646 | 62.82% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 39,391 | 6,633 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 31,431 | 6,580 | 0.0% | 0.0% | 113 | +3,023 | 10.64% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,003 | 6,490 | 0.0% | 0.0% | 114 | -15,457 | -33.27% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 29,857 | 6,250 | 0.0% | 0.01% | 115 | -52,606 | -63.79% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 29,542 | 6,184 | 0.0% | — | 116 | +29,542 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,943 | 6,059 | 0.01% | 0.01% | 117 | -341 | -1.16% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 27,766 | 5,815 | 0.02% | 0.02% | 118 | +228 | 0.83% | Q2 2026 | Aug 14, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 27,500 | 5,756 | 0.18% | 0.17% | 119 | +1,700 | 6.59% | Q2 2026 | Aug 18, 2026 |
| ALPS ADVISORS INC | History | Added to | 26,897 | 5,630 | 0.03% | 0.02% | 120 | +732 | 2.8% | Q2 2026 | Jul 29, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 26,723 | 5,594 | 0.04% | 0.01% | 121 | +19,532 | 271.62% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 25,556 | 5,350 | 0.01% | 0.02% | 122 | -32,010 | -55.61% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 25,312 | 5,299 | 0.0% | 0.0% | 123 | +1,789 | 7.61% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 25,100 | 5,254 | 0.09% | — | 124 | +25,100 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 24,032 | 5,031 | 0.05% | 0.05% | 125 | +39 | 0.16% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 23,999 | 5,024 | 0.01% | 0.01% | 126 | -18 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,952 | 5,014 | 0.05% | 0.05% | 127 | +38 | 0.16% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 22,714 | 4,755 | 0.01% | 0.01% | 128 | -579 | -2.49% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 22,399 | 4,689 | 0.01% | 0.02% | 129 | -1,944 | -7.99% | Q2 2026 | Aug 13, 2026 |
| Aristides Capital LLC | History | Added to | 21,945 | 4,594 | 0.89% | 0.75% | 130 | +1,640 | 8.08% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 20,863 | 4,367 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 20,511 | 4,293 | 0.01% | — | 132 | +20,511 | New | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,036 | 4,195 | 0.0% | 0.0% | 133 | +771 | 4.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 19,807 | 4,146 | 0.02% | 0.02% | 134 | -739 | -3.6% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,409 | 4,063 | 0.02% | 0.03% | 135 | -18,920 | -49.36% | Q2 2026 | Aug 14, 2026 |
| VELA Investment Management, LLC | History | Added to | 18,973 | 3,971 | 0.87% | 0.63% | 136 | +3,212 | 20.38% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,938 | 3,964 | 0.0% | 0.01% | 137 | -1,281 | -6.34% | Q2 2026 | Aug 19, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 18,826 | 3,941 | 0.01% | 0.01% | 138 | -5,054 | -21.16% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 18,783 | 3,932 | 0.01% | 0.01% | 139 | -1,306 | -6.5% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,766 | 3,929 | 0.03% | 0.02% | 140 | -113 | -0.6% | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 18,324 | 3,836 | 0.03% | 0.03% | 141 | +231 | 1.28% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | New | 18,295 | 3,831 | 0.0% | — | 142 | +18,295 | New | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 18,175 | 3,804 | 0.01% | 0.01% | 143 | -2,929 | -13.88% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 17,662 | 3,697 | 0.0% | 0.0% | 144 | -2,000 | -10.17% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 17,333 | 3,628 | 0.0% | 0.0% | 145 | +11,717 | 208.64% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 16,928 | 3,543 | 0.14% | 0.09% | 146 | +3,586 | 26.88% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,480 | 3,450 | 0.18% | — | 147 | +16,480 | New | Q2 2026 | Aug 03, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | New | 16,400 | 3,433 | 0.42% | — | 148 | +16,400 | New | Q2 2026 | Aug 07, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 16,098 | 3,370 | 0.01% | 0.01% | 149 | -1,569 | -8.88% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 15,884 | 3,325 | 0.0% | 0.0% | 150 | -861 | -5.14% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,845 | 3,317 | 0.01% | 0.0% | 151 | +3,001 | 23.36% | Q2 2026 | Aug 11, 2026 |
| South Dakota Investment Council | History | Reduced | 15,636 | 3,273 | 0.06% | 0.05% | 152 | -400 | -2.49% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 15,455 | 3,235 | 0.01% | 0.01% | 153 | -278 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 15,314 | 3,205 | 0.26% | — | 154 | +15,314 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 18,566 | 3,184 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 14,568 | 3,049 | 0.03% | 0.03% | 156 | -620 | -4.08% | Q2 2026 | Aug 03, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 13,836 | 2,896 | 0.15% | 0.17% | 157 | -2,150 | -13.45% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 13,775 | 2,883 | 0.01% | 0.01% | 158 | -229 | -1.64% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | Reduced | 13,562 | 2,838 | 0.01% | 0.01% | 159 | -2,521 | -15.67% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Reduced | 13,407 | 2,806 | 0.03% | 0.03% | 160 | -410 | -2.97% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,242 | 2,781 | 0.0% | 0.0% | 161 | +1,947 | 17.24% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,216 | 2,766 | 0.01% | 0.01% | 162 | -11,062 | -45.56% | Q2 2026 | Aug 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,037 | 2,729 | 0.01% | 0.01% | 163 | +1,400 | 12.03% | Q2 2026 | Jul 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 12,691 | 2,656 | 0.0% | 0.0% | 164 | -640 | -4.8% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,646 | 2,648 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Tree Management, LP | History | New | 12,500 | 2,616 | 0.05% | — | 166 | +12,500 | New | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 12,344 | 2,584 | 0.03% | 0.01% | 167 | +9,473 | 329.95% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,251 | 2,564 | 0.01% | — | 168 | +12,251 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 12,000 | 2,512 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 11,688 | 2,446 | 0.35% | 0.37% | 170 | -944 | -7.47% | Q2 2026 | Jul 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 11,631 | 2,434 | 0.08% | 0.01% | 171 | +10,073 | 646.53% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,503 | 2,408 | 0.03% | 0.02% | 172 | -777 | -6.33% | Q2 2026 | Jul 16, 2026 |
| Virtu Financial LLC | History | New | 11,372 | 2,381 | 0.07% | — | 173 | +11,372 | New | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 11,367 | 2,379 | 0.01% | 0.01% | 174 | -23 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 11,286 | 2,362 | 1.16% | 1.02% | 175 | -179 | -1.56% | Q2 2026 | Jul 31, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,100 | 2,323 | 0.01% | 0.01% | 176 | +2,000 | 21.98% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,503 | 2,198 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,059 | 2,105 | 0.01% | 0.01% | 178 | +3,496 | 53.27% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,992 | 2,091 | 0.0% | 0.0% | 179 | +2,653 | 36.15% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,849 | 2,061 | 0.01% | 0.01% | 180 | -539 | -5.19% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,802 | 2,051 | 0.02% | 0.02% | 181 | +12 | 0.12% | Q2 2026 | Aug 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 9,627 | 2,015 | 0.01% | 0.01% | 182 | -300 | -3.02% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Added to | 9,481 | 1,984 | 0.0% | 0.0% | 183 | +1,957 | 26.01% | Q2 2026 | Aug 07, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 9,386 | 1,964 | 0.06% | 0.05% | 184 | -55 | -0.58% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 9,254 | 1,937 | 0.02% | 0.02% | 185 | -34 | -0.37% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 9,251 | 1,936 | 0.02% | 0.01% | 186 | +3,885 | 72.4% | Q2 2026 | Aug 12, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 9,248 | 1,936 | 0.43% | 0.37% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,135 | 1,912 | 0.0% | 0.0% | 188 | -206 | -2.21% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,061 | 1,896 | 0.03% | 0.03% | 189 | -72 | -0.79% | Q2 2026 | Jul 31, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 8,986 | 1,881 | 0.0% | 0.0% | 190 | +6,670 | 288.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 8,930 | 1,869 | 0.0% | 0.0% | 191 | +72 | 0.81% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 8,811 | 1,844 | 0.03% | 0.05% | 192 | +1,597 | 22.14% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,700 | 1,821 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,512 | 1,781 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 8,281 | 1,734 | 0.12% | 0.13% | 195 | -1,425 | -14.68% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,694 | 1,610 | 0.01% | 0.01% | 196 | +840 | 12.26% | Q2 2026 | Aug 13, 2026 |
| Henshaw Capital LLC | History | Added to | 7,596 | 1,590 | 0.05% | 0.04% | 197 | +598 | 8.55% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,571 | 1,584 | 0.04% | 0.04% | 198 | -67 | -0.88% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,498 | 1,569 | 0.0% | 0.0% | 199 | +950 | 14.51% | Q2 2026 | Aug 05, 2026 |
| Mirador Capital Partners LP | History | Added to | 7,400 | 1,549 | 0.19% | 0.18% | 200 | +9 | 0.12% | Q2 2026 | Jul 07, 2026 |
| State of Wyoming | History | Added to | 7,331 | 1,534 | 0.16% | 0.02% | 201 | +6,381 | 671.68% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,273 | 1,522 | 0.0% | 0.0% | 202 | +383 | 5.56% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,032 | 1,516 | 0.0% | 0.0% | 203 | +2,900 | 56.51% | Q2 2026 | Jul 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 7,230 | 1,513 | 0.02% | 0.01% | 204 | +4,693 | 184.98% | Q2 2026 | Jul 16, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,139 | 1,494 | 0.0% | 0.0% | 205 | +1,163 | 19.46% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,118 | 1,490 | 0.01% | 0.01% | 206 | +17 | 0.24% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | Added to | 7,127 | 1,489 | 0.02% | 0.01% | 207 | +790 | 12.47% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,985 | 1,462 | 0.01% | 0.01% | 208 | +879 | 14.4% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | Reduced | 6,511 | 1,363 | 0.02% | 0.02% | 209 | -435 | -6.26% | Q2 2026 | Jul 17, 2026 |
| Impact Capital Partners LLC | History | Reduced | 6,422 | 1,344 | 0.37% | 0.33% | 210 | -4 | -0.06% | Q2 2026 | Jul 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,362 | 1,331 | 0.0% | 0.0% | 211 | -267 | -4.03% | Q2 2026 | Jul 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,081 | 1,273 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidal Investments LLC | History | Added to | 6,043 | 1,265 | 0.0% | 0.0% | 213 | +3,204 | 112.86% | Q2 2026 | Aug 13, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 6,047 | 1,265 | 0.15% | 0.14% | 214 | -312 | -4.91% | Q2 2026 | Aug 14, 2026 |
| Banque Transatlantique SA | History | No change | 5,993 | 1,254 | 0.03% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,884 | 1,231 | 0.01% | 0.01% | 216 | -5 | -0.08% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | New | 5,733 | 1,200 | 0.04% | — | 217 | +5,733 | New | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | New | 5,733 | 1,200 | 0.13% | — | 218 | +5,733 | New | Q2 2026 | Jul 31, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,468 | 1,145 | 0.26% | — | 219 | +5,468 | New | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,460 | 1,143 | 0.0% | 0.0% | 220 | +98 | 1.83% | Q2 2026 | Jul 28, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 5,408 | 1,132 | 0.0% | 0.0% | 221 | +956 | 21.47% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,369 | 1,124 | 0.0% | 0.0% | 222 | +2,923 | 119.5% | Q2 2026 | Aug 14, 2026 |
| Peterson Wealth Services | History | Added to | 5,313 | 1,112 | 0.24% | 0.21% | 223 | +295 | 5.88% | Q2 2026 | Jul 27, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 5,303 | 1,110 | 0.01% | 0.01% | 224 | -384 | -6.75% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,269 | 1,102 | 0.01% | 0.01% | 225 | -22 | -0.42% | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 5,136 | 1,075 | 0.23% | 0.25% | 226 | -931 | -15.35% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,100 | 1,067 | 0.0% | — | 227 | +5,100 | New | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 5,059 | 1,059 | 0.01% | 0.01% | 228 | -422 | -7.7% | Q2 2026 | Aug 10, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 4,901 | 1,026 | 0.22% | 0.2% | 229 | -65 | -1.31% | Q2 2026 | Jul 16, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 1,023 | 0.67% | 0.62% | 230 | -4,696 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 4,877 | 1,021 | 0.05% | 0.04% | 231 | -11 | -0.23% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 4,853 | 1,009 | 0.0% | 0.0% | 232 | -6,568 | -57.51% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,804 | 1,005 | 0.01% | 0.01% | 233 | +301 | 6.68% | Q2 2026 | Sep 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,736 | 991 | 0.01% | 0.0% | 234 | +32 | 0.68% | Q2 2026 | Jul 24, 2026 |
| INCEPTIONR LLC | History | Added to | 4,724 | 988 | 0.24% | 0.13% | 235 | +1,537 | 48.23% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 4,671 | 978 | 0.0% | 0.0% | 236 | -257 | -5.22% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 4,663 | 976 | 0.0% | 0.0% | 237 | +250 | 5.67% | Q2 2026 | Aug 27, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,440 | 929 | 0.04% | 0.04% | 238 | -90 | -1.99% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,348 | 910 | 0.0% | 0.0% | 239 | +479 | 12.38% | Q2 2026 | Aug 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,204 | 880 | 0.02% | 0.02% | 240 | -140 | -3.22% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,126 | 863 | 0.0% | 0.0% | 241 | -74 | -1.76% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,031 | 843 | 0.01% | 0.01% | 242 | -168 | -4.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,999 | 837 | 0.01% | 0.01% | 243 | +1,891 | 89.71% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,000 | 837 | 0.26% | 0.22% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,980 | 833 | 0.01% | 0.01% | 245 | -194 | -4.65% | Q2 2026 | Aug 11, 2026 |
| AVIVA PLC | History | Added to | 3,961 | 829 | 0.0% | 0.0% | 246 | +1,562 | 65.11% | Q2 2026 | Aug 13, 2026 |
| Roundview Capital LLC | History | No change | 3,902 | 816 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 3,857 | 807 | 0.17% | 0.16% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,752 | 785 | 0.0% | 0.0% | 249 | +429 | 12.91% | Q2 2026 | Jul 28, 2026 |
| Dynasty Wealth Management, LLC | History | New | 3,696 | 773 | 0.01% | — | 250 | +3,696 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 4,436 | 761 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,623 | 758 | 0.02% | 0.01% | 252 | +2,113 | 139.93% | Q2 2026 | Aug 11, 2026 |
| Bahl & Gaynor LLC | History | Added to | 3,528 | 738 | 0.0% | 0.0% | 253 | +145 | 4.29% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,361 | 703 | 0.0% | 0.01% | 254 | -2,569 | -43.32% | Q2 2026 | Sep 08, 2026 |
| Vancity Investment Management Ltd | History | Reduced | 3,354 | 702 | 0.11% | 0.11% | 255 | -694 | -17.14% | Q2 2026 | Aug 24, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 3,320 | 695 | 0.06% | 0.06% | 256 | -302 | -8.34% | Q2 2026 | Aug 14, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | New | 3,278 | 686 | 0.19% | — | 257 | +3,278 | New | Q2 2026 | Aug 05, 2026 |
| Inspire Investing, LLC | History | Added to | 3,249 | 680 | 0.03% | 0.01% | 258 | +2,572 | 379.91% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,241 | 679 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | New | 3,159 | 661 | 0.01% | — | 260 | +3,159 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 3,717 | 637 | 0.01% | 0.01% | 261 | -12 | -0.32% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,023 | 632 | 0.01% | 0.01% | 262 | +1,257 | 71.18% | Q2 2026 | Jul 23, 2026 |
| Sierra Legacy Group | History | No change | 3,010 | 630 | 0.49% | 0.39% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,975 | 622 | 0.0% | 0.0% | 265 | -87 | -2.84% | Q2 2026 | Aug 12, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 2,974 | 622 | 0.06% | 0.06% | 264 | -19 | -0.63% | Q2 2026 | Aug 04, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 2,946 | 616 | 0.19% | 0.21% | 266 | +4 | 0.14% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,898 | 606 | 0.0% | 0.0% | 267 | +409 | 16.43% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,888 | 604 | 0.0% | 0.0% | 268 | -169 | -5.53% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | No change | 2,847 | 596 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,794 | 584 | 0.04% | 0.04% | 270 | -9 | -0.32% | Q2 2026 | Sep 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,778 | 581 | 0.0% | 0.0% | 271 | +2,089 | 303.19% | Q2 2026 | Aug 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,062 | 579 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,728 | 571 | 0.02% | 0.01% | 273 | +823 | 43.2% | Q2 2026 | Jul 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 2,700 | 565 | 0.0% | — | 274 | +2,700 | New | Q2 2026 | Aug 25, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,627 | 549 | 0.01% | 0.01% | 275 | -2,260 | -46.25% | Q2 2026 | Jul 22, 2026 |
| Aureus Asset Management, LLC | History | No change | 2,528 | 529 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,524 | 528 | 0.01% | 0.01% | 277 | -71 | -2.74% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 2,510 | 525 | 0.0% | — | 278 | +2,510 | New | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,505 | 524 | 0.0% | 0.0% | 279 | +96 | 3.99% | Q2 2026 | Jul 29, 2026 |
| Hardy Reed LLC | History | Reduced | 2,475 | 518 | 0.03% | 0.03% | 280 | -110 | -4.26% | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 2,434 | 509 | 0.03% | — | 281 | +2,434 | New | Q2 2026 | Aug 14, 2026 |
| PFW Advisors LLC | History | Reduced | 2,386 | 499 | 0.15% | 0.14% | 282 | -194 | -7.52% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,302 | 481 | 0.0% | 0.0% | 283 | -520 | -18.43% | Q2 2026 | Aug 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 2,300 | 481 | 0.0% | 0.0% | 284 | -400 | -14.81% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 2,273 | 475 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,267 | 474 | 0.0% | 0.0% | 286 | -77 | -3.28% | Q2 2026 | Aug 12, 2026 |
| Machina Capital S.A.S. | History | New | 2,210 | 462 | 0.07% | — | 287 | +2,210 | New | Q2 2026 | Aug 10, 2026 |
| Utah Retirement Systems | History | Reduced | 2,146 | 449 | 0.0% | 0.0% | 288 | -68 | -3.07% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,111 | 442 | 0.0% | — | 289 | +2,111 | New | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,097 | 439 | 0.04% | — | 290 | +2,097 | New | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 2,079 | 435 | 0.01% | — | 291 | +2,079 | New | Q2 2026 | Jul 29, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 2,072 | 433 | 0.0% | 0.0% | 292 | -169 | -7.54% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Reduced | 2,026 | 424 | 0.0% | 0.0% | 293 | -1,653 | -44.93% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 2,021 | 423 | 0.0% | 0.0% | 294 | -7,809 | -79.44% | Q2 2026 | Aug 13, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 2,010 | 420 | 0.0% | 0.0% | 295 | -1,500 | -42.74% | Q2 2026 | Jul 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,981 | 414 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,965 | 411 | 0.01% | 0.0% | 297 | +770 | 64.44% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,943 | 406 | 0.0% | 0.0% | 298 | -2 | -0.1% | Q2 2026 | Sep 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 1,933 | 404 | 0.01% | 0.01% | 299 | +98 | 5.34% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | New | 1,920 | 401 | 0.0% | — | 300 | +1,920 | New | Q2 2026 | Aug 17, 2026 |
| Petros Family Wealth, LLC | History | Reduced | 1,850 | 387 | 0.24% | 0.27% | 301 | -396 | -17.63% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1,831 | 383 | 0.0% | 0.0% | 302 | -1,103 | -37.59% | Q2 2026 | Aug 10, 2026 |
| Trust Point Inc. | History | Reduced | 1,834 | 383 | 0.03% | 0.04% | 303 | -746 | -28.91% | Q2 2026 | Jul 08, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,811 | 379 | 0.1% | 0.1% | 304 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balboa Wealth Partners | History | Reduced | 1,809 | 378 | 0.05% | 0.06% | 305 | -409 | -18.44% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,796 | 375 | 0.0% | 0.0% | 306 | +248 | 16.02% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 1,780 | 372 | 0.01% | 0.01% | 307 | +434 | 32.24% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,767 | 368 | 0.03% | 0.07% | 308 | -3,419 | -65.93% | Q2 2026 | Aug 13, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 1,753 | 366 | 0.1% | 0.09% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,738 | 363 | 0.01% | — | 310 | +1,738 | New | Q2 2026 | Jul 28, 2026 |
| Argent Trust Co | History | Added to | 1,692 | 354 | 0.01% | 0.01% | 311 | +386 | 29.56% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,679 | 351 | 0.0% | 0.0% | 312 | +62 | 3.83% | Q2 2026 | Aug 12, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 1,680 | 351 | 0.19% | 0.17% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,666 | 349 | 0.0% | — | 314 | +1,666 | New | Q2 2026 | Jul 20, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 1,659 | 347 | 0.01% | — | 316 | +1,659 | New | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,659 | 347 | 0.01% | 0.01% | 315 | -3 | -0.18% | Q2 2026 | Jul 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,623 | 339 | 0.0% | 0.0% | 317 | -39 | -2.35% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,598 | 334 | 0.0% | 0.0% | 318 | +90 | 5.97% | Q2 2026 | Jul 29, 2026 |
| Penserra Capital Management LLC | History | Reduced | 1,598 | 333 | 0.0% | 0.02% | 319 | -7,203 | -81.84% | Q2 2026 | Aug 13, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 1,585 | 331 | 0.07% | 0.07% | 320 | -25 | -1.55% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,578 | 330 | 0.0% | 0.0% | 321 | -18 | -1.13% | Q2 2026 | Jul 27, 2026 |
| Tannin Capital LLC | History | Reduced | 1,544 | 323 | 0.21% | 0.21% | 322 | -144 | -8.53% | Q2 2026 | Aug 04, 2026 |
| Nykredit A/S | History | New | 1,537 | 321 | 0.0% | — | 323 | +1,537 | New | Q2 2026 | Sep 08, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 1,504 | 314 | 0.03% | 0.02% | 324 | +21 | 1.42% | Q2 2026 | Jul 16, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,499 | 313 | 0.01% | 0.01% | 325 | +70 | 4.9% | Q2 2026 | Aug 05, 2026 |
| IFC Advisors LLC | History | No change | 1,488 | 311 | 0.04% | 0.04% | 326 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | New | 1,456 | 304 | 0.0% | — | 327 | +1,456 | New | Q2 2026 | Aug 06, 2026 |
| Morningstar Investment Management LLC | History | No change | 1,746 | 299 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,423 | 297 | 0.0% | 0.0% | 329 | -806 | -36.16% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,415 | 296 | 0.01% | 0.01% | 330 | +354 | 33.36% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,409 | 295 | 0.0% | 0.0% | 331 | -67 | -4.54% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,375 | 287 | 0.0% | 0.0% | 332 | +95 | 7.42% | Q2 2026 | Jul 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,368 | 286 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | New | 1,354 | 283 | 0.03% | — | 335 | +1,354 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 1,353 | 283 | 0.0% | — | 334 | +1,353 | New | Q2 2026 | Aug 10, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,643 | 281 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| CIBC Asset Management Inc | History | No change | 1,329 | 278 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,319 | 276 | 0.0% | 0.0% | 339 | +127 | 10.65% | Q2 2026 | Jul 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,323 | 276 | 0.0% | 0.0% | 338 | -125 | -8.63% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | New | 1,306 | 273 | 0.0% | — | 341 | +1,306 | New | Q2 2026 | Aug 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 1,305 | 273 | 0.01% | 0.01% | 340 | -12 | -0.91% | Q2 2026 | Jul 29, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,288 | 269 | 0.01% | 0.01% | 342 | -121 | -8.59% | Q2 2026 | Jul 27, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 1,277 | 267 | 0.02% | — | 343 | +1,277 | New | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 1,271 | 266 | 0.06% | 0.18% | 344 | -4,946 | -79.56% | Q2 2026 | Jul 09, 2026 |
| Bridgefront Capital, LLC | History | New | 1,262 | 264 | 0.07% | — | 346 | +1,262 | New | Q2 2026 | Aug 14, 2026 |
| RMR Capital Management, LLC | History | No change | 1,263 | 264 | 0.18% | 0.16% | 345 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 1,256 | 262 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,246 | 260 | 0.0% | 0.0% | 348 | +26 | 2.13% | Q2 2026 | Aug 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,240 | 259 | 0.0% | 0.0% | 350 | -309 | -19.95% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,238 | 259 | 0.0% | 0.0% | 349 | -60 | -4.62% | Q2 2026 | Jul 28, 2026 |
| North Dakota State Investment Board | History | Added to | 1,230 | 257 | 0.01% | 0.01% | 351 | +6 | 0.49% | Q2 2026 | Aug 04, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,205 | 252 | 0.03% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brooklyn Investment Group | History | No change | 1,472 | 252 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abel Hall, LLC | History | New | 1,160 | 242 | 0.04% | — | 355 | +1,160 | New | Q2 2026 | Jul 24, 2026 |
| Americana Partners, LLC | History | New | 1,159 | 242 | 0.01% | — | 354 | +1,159 | New | Q2 2026 | Aug 05, 2026 |
| Payne Capital Management, LLC | History | New | 1,153 | 241 | 0.06% | — | 356 | +1,153 | New | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | New | 1,139 | 238 | 0.0% | — | 358 | +1,139 | New | Q2 2026 | Aug 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 1,139 | 238 | 0.07% | 0.08% | 357 | -271 | -19.22% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 1,133 | 237 | 0.0% | 0.0% | 360 | -872 | -43.49% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 1,134 | 237 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,129 | 236 | 0.01% | — | 361 | +1,129 | New | Q2 2026 | Aug 04, 2026 |
| 111 Capital | History | New | 1,123 | 235 | 0.04% | — | 362 | +1,123 | New | Q2 2026 | Aug 04, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 1,203 | 233 | 0.07% | 0.07% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claret Asset Management Corp | History | Reduced | 1,078 | 226 | 0.02% | 0.03% | 364 | -379 | -26.01% | Q2 2026 | Jul 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 1,051 | 220 | 0.0% | — | 365 | +1,051 | New | Q2 2026 | Jul 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 1,032 | 216 | 0.0% | — | 366 | +1,032 | New | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,015 | 212 | 0.01% | 0.01% | 367 | -360 | -26.18% | Q2 2026 | Jul 21, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,008 | 211 | 0.0% | — | 368 | +1,008 | New | Q2 2026 | Aug 14, 2026 |
| Planned Solutions, Inc. | History | New | 990 | 207 | 0.06% | — | 369 | +990 | New | Q2 2026 | Jul 13, 2026 |
| BRIGHTON JONES LLC | History | New | 977 | 204 | 0.0% | — | 370 | +977 | New | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | New | 974 | 203 | 0.01% | — | 371 | +974 | New | Q2 2026 | Aug 20, 2026 |
| Riverwater Partners LLC | History | New | 968 | 202 | 0.06% | — | 372 | +968 | New | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 960 | 200 | 0.0% | — | 373 | +960 | New | Q2 2026 | Aug 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | New | 956 | 200 | 0.01% | — | 374 | +956 | New | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 935 | 195 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STRS OHIO | History | Reduced | 867 | 181 | 0.0% | 0.0% | 376 | -123 | -12.42% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 829 | 173 | 0.0% | 0.0% | 377 | -9 | -1.07% | Q2 2026 | Jul 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 825 | 172 | 0.08% | 0.07% | 378 | +2 | 0.24% | Q2 2026 | Jul 16, 2026 |
| Hilltop National Bank | History | Reduced | 761 | 159 | 0.03% | 0.04% | 379 | -158 | -17.19% | Q2 2026 | Jul 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 750 | 157 | 0.0% | 0.0% | 380 | -189 | -20.13% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 735 | 153 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Reduced | 628 | 131 | 0.0% | 0.0% | 382 | -7 | -1.1% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 617 | 129 | 0.0% | 0.0% | 383 | +366 | 145.82% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 616 | 128 | 0.0% | 0.0% | 384 | +83 | 15.57% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 597 | 125 | 0.0% | — | 385 | +597 | New | Q2 2026 | Aug 06, 2026 |
| WESTPAC BANKING CORP | History | New | 574 | 120 | 0.01% | — | 386 | +574 | New | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 521 | 109 | 0.0% | 0.0% | 387 | +2 | 0.39% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 512 | 107 | 0.0% | 0.0% | 388 | +63 | 14.03% | Q2 2026 | Jul 17, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 500 | 104 | 0.02% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | No change | 500 | 104 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 488 | 102 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 411 | 86 | 0.02% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 387 | 81 | 0.01% | 0.0% | 393 | +114 | 41.76% | Q2 2026 | Jul 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 363 | 75 | 0.01% | — | 394 | +363 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 348 | 72 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | Added to | 340 | 71 | 0.04% | 0.04% | 396 | +39 | 12.96% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 311 | 65 | 0.0% | 0.0% | 397 | -276 | -47.02% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 293 | 61 | 0.0% | 0.0% | 398 | -454 | -60.78% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 258 | 53 | 0.0% | 0.0% | 399 | -7 | -2.64% | Q2 2026 | Aug 14, 2026 |
| Byrne Asset Management LLC | History | No change | 210 | 43 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 199 | 41 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 179 | 37 | 0.0% | 0.0% | 402 | +62 | 52.99% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | Added to | 177 | 37 | 0.01% | 0.0% | 403 | +50 | 39.37% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 174 | 36 | 0.0% | 0.0% | 404 | -6 | -3.33% | Q2 2026 | Aug 19, 2026 |
| ASSETMARK, INC | History | Reduced | 151 | 31 | 0.0% | 0.0% | 406 | -5 | -3.21% | Q2 2026 | Jul 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 150 | 31 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 150 | 31 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 146 | 30 | 0.0% | — | 408 | +146 | New | Q2 2026 | Jul 28, 2026 |
| Essential Partners LLC | History | Reduced | 143 | 29 | 0.01% | 0.01% | 409 | -64 | -30.92% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 131 | 27 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 141 | 24 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Spire Wealth Management | History | No change | 116 | 24 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 111 | 23 | 0.0% | 0.0% | 413 | +43 | 63.24% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 108 | 22 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | Added to | 104 | 21 | 0.0% | 0.0% | 416 | +20 | 23.81% | Q2 2026 | Jul 14, 2026 |
| Tower View Wealth Management LLC | History | No change | 103 | 21 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 96 | 20 | 0.0% | 0.0% | 417 | +1 | 1.05% | Q2 2026 | Jul 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 20 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | Added to | 91 | 19 | 0.0% | 0.0% | 419 | +11 | 13.75% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 83 | 17 | 0.0% | 0.01% | 421 | -271 | -76.55% | Q2 2026 | Aug 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 85 | 17 | 0.0% | 0.0% | 420 | -117 | -57.92% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 69 | 14 | 0.01% | 0.22% | 422 | -1,056 | -93.87% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 63 | 13 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | Added to | 61 | 12 | 0.0% | 0.0% | 424 | +47 | 335.71% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | Added to | 58 | 12 | 0.0% | 0.0% | 425 | +1 | 1.75% | Q2 2026 | Aug 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 53 | 11 | 0.0% | 0.0% | 429 | +40 | 307.69% | Q2 2026 | Jul 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 56 | 11 | 0.0% | 0.0% | 428 | -25 | -30.86% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 55 | 11 | 0.0% | 0.0% | 427 | +7 | 14.58% | Q2 2026 | Jul 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 56 | 11 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 50 | 10 | 0.0% | 0.0% | 430 | -93 | -65.03% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 52 | 10 | 0.0% | 0.0% | 431 | -71 | -57.72% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 45 | 9 | 0.0% | 0.0% | 432 | +30 | 200.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 45 | 9 | 0.0% | 0.0% | 433 | +2 | 4.65% | Q2 2026 | Jul 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 34 | 7 | 0.0% | 0.0% | 434 | -149 | -81.42% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 34 | 7 | 0.0% | 0.0% | 437 | +1 | 3.03% | Q2 2026 | Aug 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36 | 7 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 38 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 29 | 6 | 0.0% | 0.0% | 438 | +9 | 45.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 24 | 5 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | Added to | 22 | 4 | 0.0% | — | 444 | +18 | 450.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 20 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Blue Trust, Inc. | History | No change | 20 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Raleigh Capital Management Inc. | History | No change | 20 | 4 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 16 | 3 | 0.0% | — | 447 | +16 | New | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 15 | 3 | 0.0% | — | 448 | +15 | New | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | New | 14 | 2 | 0.0% | — | 461 | +14 | New | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 13 | 2 | 0.0% | — | 462 | +13 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 11 | 2 | 0.0% | — | 460 | +11 | New | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 14 | 2 | 0.0% | — | 452 | +10 | 250.0% | Q2 2026 | Jul 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 10 | 2 | 0.0% | — | 459 | +10 | New | Q2 2026 | Aug 04, 2026 |
| Cromwell Holdings LLC | History | Added to | 10 | 2 | 0.0% | — | 455 | +5 | 100.0% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 14 | 2 | 0.0% | 0.0% | 458 | +5 | 55.56% | Q2 2026 | Jul 30, 2026 |
| Kilter Group LLC | History | Added to | 10 | 2 | 0.0% | 0.0% | 456 | +4 | 66.67% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Reduced | 10 | 2 | 0.0% | 0.0% | 450 | -3 | -23.08% | Q2 2026 | Jul 01, 2026 |
| FIRST HORIZON CORP | History | No change | 10 | 2 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Activest Wealth Management | History | No change | 12 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ares Financial Consulting, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ancora Advisors LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 464 | -199 | -97.07% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | New | 8 | 1 | 0.0% | — | 475 | +8 | New | Q2 2026 | Aug 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 8 | 1 | 0.0% | — | 473 | +5 | 166.67% | Q2 2026 | Aug 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8 | 1 | 0.0% | — | 466 | +4 | 100.0% | Q2 2026 | Jul 28, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 470 | +1 | 12.5% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 1 | 0.0% | — | 472 | +1 | 20.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 7 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 1 | 0.0% | — | 467 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| MidFirst Bank | History | No change | 9 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Closed out | 0 | 0 | — | 0.02% | — | -181,873 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -157,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -122,468 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -79,773 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -54,946 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -41,560 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -38,382 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -30,461 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.92% | — | -30,000 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -13,049 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -12,665 | -100.0% | Q2 2026 | Sep 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,865 | -100.0% | Q2 2026 | Aug 11, 2026 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.92% | — | -5,765 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,423 | -100.0% | Q2 2026 | Aug 04, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.27% | — | -4,265 | -100.0% | Q2 2026 | Jul 30, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,678 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -3,194 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,657 | -100.0% | Q2 2026 | Jul 31, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,591 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,172 | -100.0% | Q2 2026 | Jul 27, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -1,607 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,369 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,327 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,296 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,223 | -100.0% | Q2 2026 | Jul 09, 2026 |
| AlphaGrep UK Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -1,207 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,192 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -954 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -594 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Cache Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Jul 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New Hampshire | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q2 2026 | Jul 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2 | 0 | — | 0.0% | — | -21 | -91.3% | Q2 2026 | Jul 31, 2026 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 4 | 0 | — | 0.0% | — | -3 | -42.86% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 20, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 04, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 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 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |