STMicroelectronics N.V. - STM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | No change | 14,039,476 | 1,051,416 | 0.64% | 0.64% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Situational Awareness LP | History | No change | 7,802,700 | 584,344 | 2.89% | 2.89% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,686,813 | 500,775 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BlackRock, Inc. | History | No change | 6,549,709 | 490,507 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 6,390,403 | 478,577 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,074,230 | 454,899 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,595,378 | 419,037 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slate Path Capital LP | History | No change | 5,239,714 | 392,402 | 5.43% | 5.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,958,707 | 371,357 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 4,745,181 | 355,366 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,435,475 | 282,253 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,481,035 | 260,694 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,175,941 | 237,846 | 0.26% | 0.26% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,122,304 | 233,829 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Duquesne Family Office LLC | History | No change | 3,102,880 | 232,375 | 4.46% | 4.46% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hill City Capital, LP | History | No change | 3,100,000 | 232,159 | 5.42% | 5.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,069,932 | 229,600 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 2,944,941 | 220,546 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artisan Partners Limited Partnership | History | No change | 2,797,540 | 209,507 | 0.33% | 0.33% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,662,941 | 199,427 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 2,599,524 | 194,678 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 2,495,565 | 186,892 | 0.42% | 0.42% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,261,627 | 169,373 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sachem Head Capital Management LP | History | No change | 2,200,000 | 164,758 | 3.42% | 3.42% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 2,167,900 | 162,354 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 2,158,374 | 161,640 | 0.37% | 0.37% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,158,025 | 161,615 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E20 Capital Ltd | History | No change | 2,120,166 | 158,779 | 12.8% | 12.8% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,884,870 | 153,933 | 0.03% | 0.04% | 29 | +46,844 | 1.65% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,900,123 | 142,300 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 1,883,844 | 141,081 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,854,057 | 138,850 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 1,768,122 | 132,414 | 1.15% | 1.15% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,734,640 | 129,907 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,403,393 | 105,100 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Contour Asset Management LLC | History | No change | 1,391,293 | 104,193 | 2.47% | 2.47% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 1,724,325 | 98,862 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,304,186 | 97,670 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 1,273,047 | 95,338 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,235,078 | 92,494 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,232,459 | 92,293 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,132,906 | 84,843 | 0.36% | 0.36% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,579,806 | 84,298 | 0.01% | 0.02% | 43 | -194,988 | -10.99% | Q3 2026 | Nov 05, 2026 |
| Penserra Capital Management LLC | History | No change | 1,042,923 | 78,103 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,460,274 | 77,920 | 0.02% | 0.02% | 45 | +231,591 | 18.85% | Q3 2026 | Nov 05, 2026 |
| Analog Century Management LP | History | No change | 1,030,699 | 77,189 | 2.83% | 2.83% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,008,207 | 75,472 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 955,400 | 71,549 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 945,900 | 70,838 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Defiance ETFs, LLC | History | No change | 940,246 | 66,494 | 0.9% | 0.9% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 818,263 | 61,279 | 0.31% | 0.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 807,105 | 60,444 | 0.22% | 0.22% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 781,931 | 58,558 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,087,603 | 58,186 | 0.09% | 0.1% | 54 | +131,401 | 13.74% | Q3 2026 | Nov 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 763,952 | 57,212 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 724,339 | 54,245 | 2.9% | 2.9% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 721,763 | 54,052 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 704,460 | 52,757 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 687,695 | 51,501 | 0.28% | 0.28% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 670,503 | 50,214 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 666,306 | 49,899 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 621,004 | 46,506 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 848,727 | 45,288 | 0.01% | 0.04% | 63 | -966,795 | -53.25% | Q3 2026 | Nov 04, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | No change | 603,600 | 45,203 | 1.38% | 1.38% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 581,079 | 43,517 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | No change | 560,060 | 41,942 | 0.76% | 0.76% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 548,283 | 41,060 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 544,107 | 40,748 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nishkama Capital, LLC | History | No change | 527,522 | 39,506 | 1.22% | 1.22% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 520,234 | 38,960 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | New | 728,578 | 38,876 | 0.64% | — | 71 | +728,578 | New | Q3 2026 | Oct 15, 2026 |
| Ceredex Value Advisors LLC | History | No change | 512,278 | 38,364 | 1.08% | 1.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alta Park Capital, LP | History | No change | 506,977 | 37,967 | 3.48% | 3.48% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 500,984 | 37,518 | 0.14% | 0.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yaupon Capital Management LP | History | No change | 495,223 | 37,087 | 0.73% | 0.73% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 585,273 | 31,230 | 0.02% | 0.03% | 76 | +14,633 | 2.56% | Q3 2026 | Nov 04, 2026 |
| Talos Eurisko Asset Management LP | History | No change | 414,100 | 31,011 | 4.41% | 4.41% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 403,400 | 30,210 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 375,153 | 28,095 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KADENSA CAPITAL Ltd | History | No change | 373,702 | 27,986 | 5.97% | 5.97% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAPLELANE CAPITAL, LLC | History | No change | 372,500 | 27,896 | 0.51% | 0.51% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 366,626 | 27,456 | 0.45% | 0.45% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Schweiz AG | History | Reduced | 511,064 | 27,270 | 0.49% | 0.65% | 83 | -27,816 | -5.16% | Q3 2026 | Oct 23, 2026 |
| Maytus Capital Management, LLC | History | No change | 356,000 | 26,660 | 4.19% | 4.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 349,653 | 26,185 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 333,876 | 25,002 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 332,974 | 24,536 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 456,023 | 24,333 | 0.03% | 0.04% | 88 | -110,729 | -19.54% | Q3 2026 | Nov 02, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 322,724 | 24,168 | 0.85% | 0.85% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 318,752 | 23,871 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 291,390 | 21,822 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 283,356 | 21,220 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Night Squared LP | History | No change | 257,127 | 19,256 | 2.07% | 2.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 255,774 | 19,154 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USS Investment Management Ltd | History | No change | 254,990 | 19,086 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIPOSTE CAPITAL LLC | History | No change | 250,000 | 18,722 | 4.16% | 4.16% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 251,094 | 18,513 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 235,161 | 17,611 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 227,378 | 17,028 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 225,636 | 16,897 | 5.04% | 5.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 220,890 | 16,541 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Generate Investment Management Ltd | History | New | 297,167 | 15,856 | 0.59% | — | 102 | +297,167 | New | Q3 2026 | Oct 14, 2026 |
| Incline Global Management LLC | History | No change | 199,831 | 14,965 | 4.2% | 4.2% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 279,393 | 14,908 | 0.01% | 0.01% | 104 | +2,848 | 1.03% | Q3 2026 | Nov 02, 2026 |
| Freestone Grove Partners LP | History | No change | 197,342 | 14,778 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 196,495 | 14,715 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 191,466 | 14,210 | 0.22% | 0.22% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 178,581 | 13,373 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 176,125 | 13,190 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CastleKnight Management LP | History | No change | 174,200 | 13,045 | 0.18% | 0.18% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hidden Lake Asset Management LP | History | No change | 173,243 | 12,974 | 3.91% | 3.91% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | No change | 172,862 | 12,945 | 0.29% | 0.29% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 168,858 | 12,645 | 0.23% | 0.23% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 159,506 | 11,945 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 157,814 | 11,813 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 152,034 | 11,370 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 149,784 | 11,217 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 146,789 | 10,993 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KR Capital LP | History | No change | 145,702 | 10,911 | 1.08% | 1.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 143,560 | 10,751 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laurion Capital Management LP | History | New | 197,600 | 10,543 | 0.17% | — | 121 | +197,600 | New | Q3 2026 | Oct 30, 2026 |
| Cetera Investment Advisers | History | No change | 137,713 | 10,313 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 136,444 | 10,218 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMCAP International Inc. SPC | History | No change | 135,542 | 10,150 | 0.86% | 0.86% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 185,911 | 9,920 | 0.03% | 0.01% | 125 | +162,176 | 683.28% | Q3 2026 | Nov 02, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | No change | 131,347 | 9,836 | 1.05% | 1.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SALT Holding Corp. | History | No change | 125,900 | 9,428 | 4.99% | 4.99% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 125,108 | 9,369 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 124,300 | 9,308 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 121,680 | 9,112 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 120,143 | 8,998 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revere Asset Management, Inc | History | No change | 112,662 | 8,437 | 3.24% | 3.24% | 132 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| Foresight Global Investors, Inc. | History | No change | 110,722 | 8,291 | 5.03% | 5.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arvin Capital Management LP | History | No change | 106,692 | 7,990 | 1.04% | 1.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 105,070 | 7,868 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FORA Capital, LLC | History | No change | 104,459 | 7,820 | 0.54% | 0.54% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 104,120 | 7,797 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | New | 143,189 | 7,640 | 0.75% | — | 138 | +143,189 | New | Q3 2026 | Oct 23, 2026 |
| Beck Bode, LLC | History | No change | 101,083 | 7,570 | 1.15% | 1.15% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 98,900 | 7,406 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 129,164 | 6,892 | 0.62% | 0.88% | 141 | -3,334 | -2.52% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 90,431 | 6,765 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henry James International Management Inc. | History | No change | 118,447 | 6,320 | 1.92% | 2.66% | 143 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 83,767 | 6,183 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melqart Asset Management (UK) Ltd | History | No change | 80,853 | 6,055 | 0.58% | 0.58% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alight Capital Management LP | History | No change | 80,000 | 5,991 | 0.84% | 0.84% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | No change | 80,000 | 5,991 | 2.95% | 2.95% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 75,855 | 5,680 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 75,490 | 5,653 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 72,146 | 5,403 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maxi Investments CY Ltd | History | Reduced | 94,300 | 5,032 | 0.92% | 1.62% | 151 | -12,300 | -11.54% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,941 | 4,975 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMT Capital Markets Trading GmbH | History | No change | 65,600 | 4,912 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 65,071 | 4,873 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ardmore Road Asset Management LP | History | No change | 60,000 | 4,493 | 0.26% | 0.26% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 58,100 | 4,351 | 1.21% | 1.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 78,428 | 4,184 | 0.05% | 0.07% | 157 | +4,112 | 5.53% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 78,350 | 4,180 | 0.09% | — | 158 | +78,350 | New | Q3 2026 | Oct 16, 2026 |
| Arrow Capital Pty Ltd | History | No change | 55,000 | 4,118 | 3.5% | 3.5% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CI INVESTMENTS INC. | History | No change | 54,258 | 4,063 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Albar Capital Partners LLP | History | No change | 53,467 | 4,004 | 0.52% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 53,002 | 3,969 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 52,500 | 3,931 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 51,830 | 3,881 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 50,392 | 3,773 | 0.21% | 0.21% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alphadyne Asset Management LP | History | No change | 50,327 | 3,768 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 50,000 | 3,744 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SELDON CAPITAL LP | History | No change | 44,965 | 3,367 | 1.05% | 1.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 44,946 | 3,353 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Candriam S.C.A. | History | Reduced | 61,863 | 3,313 | 0.01% | 0.03% | 170 | -28,947 | -31.88% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 44,062 | 3,299 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concentric Capital Strategies, LP | History | No change | 43,236 | 3,237 | 0.18% | 0.18% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 59,718 | 3,186 | 0.06% | 0.08% | 173 | +1,124 | 1.92% | Q3 2026 | Oct 23, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 42,036 | 3,148 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 41,885 | 3,136 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACONLIGHT CAPITAL, LLC | History | No change | 41,332 | 3,095 | 1.09% | 1.09% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 41,000 | 3,021 | 0.31% | 0.31% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 55,899 | 2,982 | 0.0% | 0.0% | 178 | -726 | -1.28% | Q3 2026 | Nov 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 39,103 | 2,928 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,015 | 2,846 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 38,006 | 2,846 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Midwest Trust Co | History | Reduced | 52,843 | 2,819 | 0.03% | 0.05% | 182 | -339 | -0.64% | Q3 2026 | Oct 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,458 | 2,805 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 36,799 | 2,755 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 51,000 | 2,721 | 0.02% | — | 186 | +51,000 | New | Q3 2026 | Oct 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 36,338 | 2,721 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 36,000 | 2,696 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 50,350 | 2,687 | 0.01% | 0.01% | 188 | -8,821 | -14.91% | Q3 2026 | Nov 02, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 50,270 | 2,682 | 0.12% | 0.18% | 189 | -850 | -1.66% | Q3 2026 | Oct 26, 2026 |
| Havemeyer Place LP | History | No change | 35,661 | 2,670 | 0.26% | 0.26% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 34,460 | 2,580 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 47,877 | 2,554 | 0.0% | 0.0% | 192 | +42,961 | 873.9% | Q3 2026 | Oct 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 35,633 | 2,544 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 33,722 | 2,525 | 0.16% | 0.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 33,585 | 2,515 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 32,754 | 2,452 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 32,125 | 2,406 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 31,077 | 2,327 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. | History | Reduced | 43,088 | 2,299 | 1.39% | 1.85% | 199 | -201 | -0.46% | Q3 2026 | Oct 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,834 | 2,234 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FNY Investment Advisers, LLC | History | New | 41,489 | 2,213 | 0.55% | — | 201 | +41,489 | New | Q3 2026 | Oct 16, 2026 |
| Blackstone Inc. | History | No change | 28,539 | 2,137 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 27,575 | 2,065 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,413 | 2,053 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 38,284 | 2,042 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 38,041 | 2,029 | 0.59% | 0.84% | 206 | -264 | -0.69% | Q3 2026 | Oct 26, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 26,480 | 1,983 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,274 | 1,967 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 26,154 | 1,958 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Goldstream Capital Management Ltd | History | No change | 25,606 | 1,917 | 1.45% | 1.45% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 25,036 | 1,874 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,757 | 1,854 | 0.0% | 0.0% | 212 | +7,773 | 28.81% | Q3 2026 | Nov 02, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 23,900 | 1,789 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 23,250 | 1,741 | 0.61% | 0.61% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 30,990 | 1,653 | 0.02% | 0.04% | 215 | -7,995 | -20.51% | Q3 2026 | Oct 21, 2026 |
| Militia Capital Management LLC | History | No change | 22,000 | 1,647 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 30,226 | 1,612 | 0.01% | 0.02% | 217 | +9,352 | 44.8% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 21,514 | 1,611 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 21,456 | 1,606 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 30,022 | 1,602 | 0.89% | 0.16% | 220 | +26,346 | 716.7% | Q3 2026 | Oct 28, 2026 |
| Dorsey Wright & Associates | History | No change | 20,199 | 1,512 | 0.26% | 0.26% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 19,777 | 1,481 | 0.25% | 0.25% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | No change | 19,539 | 1,463 | 0.73% | 0.73% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninepoint Partners LP | History | No change | 19,434 | 1,455 | 0.11% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19,132 | 1,432 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 19,007 | 1,423 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 18,322 | 1,372 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 25,500 | 1,360 | 0.09% | 0.12% | 228 | -775 | -2.95% | Q3 2026 | Nov 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,929 | 1,342 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,326 | 1,334 | 0.0% | 0.0% | 230 | +5,126 | 25.38% | Q3 2026 | Oct 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 24,998 | 1,333 | 0.02% | — | 231 | +24,998 | New | Q3 2026 | Oct 01, 2026 |
| O'Neil Global Advisors, Inc. | History | No change | 17,488 | 1,309 | 0.29% | 0.29% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 17,200 | 1,288 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capula Management Ltd | History | No change | 16,831 | 1,260 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 23,507 | 1,254 | 0.66% | 0.7% | 236 | +5,350 | 29.47% | Q3 2026 | Nov 03, 2026 |
| Inspire Advisors, LLC | History | No change | 16,754 | 1,254 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 23,400 | 1,248 | 0.22% | 0.37% | 237 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Wealth | History | No change | 16,554 | 1,239 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 16,500 | 1,235 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 16,373 | 1,226 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 16,258 | 1,217 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 22,249 | 1,187 | 0.01% | 0.01% | 242 | +3,690 | 19.88% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,634 | 1,170 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 21,723 | 1,159 | 0.12% | 0.17% | 244 | -1,444 | -6.23% | Q3 2026 | Oct 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 23,401 | 1,159 | 0.03% | 0.05% | 245 | -544 | -2.27% | Q3 2026 | Oct 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 24,303 | 1,132 | 0.02% | — | 246 | +24,303 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 24,303 | 1,132 | 0.02% | — | 247 | +24,303 | New | Q3 2026 | Oct 20, 2026 |
| Diametric Capital, LP | History | No change | 15,000 | 1,123 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 20,852 | 1,112 | 0.32% | — | 249 | +20,852 | New | Q3 2026 | Oct 02, 2026 |
| Monolith Management Ltd | History | No change | 14,800 | 1,108 | 0.5% | 0.5% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 15,000 | 1,104 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 19,800 | 1,056 | 0.25% | 0.31% | 252 | -4,400 | -18.18% | Q3 2026 | Oct 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 19,335 | 1,031 | 0.01% | 0.02% | 253 | +121 | 0.63% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 13,691 | 1,025 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avanda Investment Management Pte. Ltd. | History | No change | 13,600 | 1,018 | 0.34% | 0.34% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,379 | 1,001 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,327 | 998 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIH Partners, LLLP | History | No change | 13,316 | 997 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighVista Strategies LLC | History | No change | 13,200 | 988 | 0.23% | 0.23% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 13,000 | 973 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,937 | 968 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 12,686 | 950 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 17,714 | 945 | 0.1% | 0.14% | 263 | -1,023 | -5.46% | Q3 2026 | Oct 05, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | No change | 12,500 | 936 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 12,070 | 903 | 0.11% | 0.11% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 16,830 | 898 | 0.67% | 0.85% | 266 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Aristides Capital LLC | History | No change | 11,892 | 890 | 0.17% | 0.17% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 11,864 | 888 | 0.42% | 0.42% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 11,834 | 886 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 11,750 | 879 | 0.38% | 0.38% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 16,422 | 876 | 0.08% | 0.14% | 271 | -3,358 | -16.98% | Q3 2026 | Oct 21, 2026 |
| Empirical Asset Management, LLC | History | No change | 11,305 | 846 | 0.19% | 0.19% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 11,010 | 824 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 15,089 | 805 | 0.1% | 0.23% | 274 | -10,963 | -42.08% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 14,693 | 805 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 14,626 | 780 | 0.34% | 0.49% | 276 | +21 | 0.14% | Q3 2026 | Oct 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 14,465 | 771 | 0.01% | 0.01% | 277 | +4,539 | 45.73% | Q3 2026 | Oct 27, 2026 |
| Solstein Capital, LLC | History | No change | 14,400 | 768 | 0.27% | 0.37% | 278 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,934 | 743 | 0.02% | 0.03% | 279 | -4,350 | -23.79% | Q3 2026 | Oct 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,920 | 742 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 9,869 | 739 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 9,826 | 736 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garner Asset Management Corp | History | Reduced | 16,240 | 733 | 0.24% | 0.43% | 283 | -1,610 | -9.02% | Q3 2026 | Oct 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,773 | 731 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,756 | 730 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 9,500 | 711 | 0.31% | 0.31% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 9,473 | 709 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 9,462 | 708 | 0.21% | 0.21% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vest Financial, LLC | History | Added to | 12,959 | 691 | 0.01% | 0.0% | 289 | +8,032 | 163.02% | Q3 2026 | Oct 21, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 9,231 | 691 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Investments, LLC | History | No change | 8,975 | 672 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 12,487 | 666 | 0.01% | 0.11% | 292 | -124,351 | -90.87% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,292 | 655 | 0.0% | 0.0% | 293 | +1,545 | 14.38% | Q3 2026 | Oct 23, 2026 |
| Greenland Capital Management LP | History | No change | 8,723 | 653 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,698 | 651 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 12,145 | 648 | 0.28% | 0.38% | 296 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ABS Investment Management LLC | History | No change | 75 | 644 | 0.4% | 0.4% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STG SECURITIES, LLC | History | No change | 8,600 | 644 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,530 | 638 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 8,486 | 635 | 0.15% | 0.15% | 300 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8,439 | 631 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 11,789 | 629 | 0.0% | 0.0% | 302 | +519 | 4.61% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,290 | 620 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 8,112 | 607 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgewood Investments LLC | History | Reduced | 11,254 | 600 | 0.22% | 0.39% | 305 | -2,500 | -18.18% | Q3 2026 | Oct 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,938 | 594 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 7,896 | 591 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,973 | 585 | 0.0% | 0.0% | 308 | +640 | 6.19% | Q3 2026 | Nov 04, 2026 |
| Sivia Capital Partners, LLC | History | No change | 7,785 | 583 | 0.07% | 0.07% | 309 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREDIT AGRICOLE S A | History | No change | 7,735 | 579 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,803 | 576 | 0.01% | 0.04% | 311 | -8,182 | -43.1% | Q3 2026 | Nov 05, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 7,722 | 575 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 7,534 | 564 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MHR FUND MANAGEMENT LLC | History | No change | 7,500 | 561 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 7,475 | 559 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | No change | 7,413 | 555 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,322 | 550 | 0.03% | 0.08% | 317 | -8,589 | -45.42% | Q3 2026 | Nov 02, 2026 |
| Sky Investment Group LLC | History | New | 10,289 | 549 | 0.06% | — | 318 | +10,289 | New | Q3 2026 | Oct 30, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 10,281 | 548 | 0.03% | 0.04% | 320 | +357 | 3.6% | Q3 2026 | Oct 16, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 7,327 | 548 | 0.15% | 0.15% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,287 | 545 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,244 | 543 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENALI ADVISORS LLC | History | No change | 7,205 | 539 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 7,168 | 536 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | New | 9,927 | 529 | 0.12% | — | 325 | +9,927 | New | Q3 2026 | Oct 21, 2026 |
| CHOREO, LLC | History | Added to | 9,882 | 527 | 0.01% | 0.01% | 326 | +185 | 1.91% | Q3 2026 | Oct 28, 2026 |
| Leonteq Securities AG | History | Added to | 9,834 | 524 | 0.02% | 0.02% | 328 | +1,834 | 22.93% | Q3 2026 | Oct 29, 2026 |
| Fosun International Ltd | History | No change | 7,000 | 524 | 0.12% | 0.12% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 7,000 | 524 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 9,788 | 522 | 0.0% | 0.0% | 330 | +295 | 3.11% | Q3 2026 | Oct 21, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,722 | 518 | 0.02% | 0.03% | 331 | -4,012 | -29.21% | Q3 2026 | Nov 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 9,605 | 512 | 0.03% | 0.04% | 332 | +326 | 3.51% | Q3 2026 | Oct 13, 2026 |
| TPG Advisors LLC | History | No change | 9,603 | 512 | 0.27% | 0.39% | 333 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,780 | 507 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 9,425 | 502 | 0.01% | 0.01% | 335 | +2,390 | 33.97% | Q3 2026 | Oct 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 6,673 | 499 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 6,645 | 497 | 0.05% | 0.05% | 337 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,297 | 496 | 0.01% | 0.0% | 338 | +3,424 | 58.3% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,284 | 495 | 0.0% | 0.0% | 339 | +1,755 | 23.31% | Q3 2026 | Oct 08, 2026 |
| Indivisible Partners | History | Added to | 9,150 | 488 | 0.02% | 0.04% | 340 | +496 | 5.73% | Q3 2026 | Oct 26, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,041 | 482 | 0.04% | 0.06% | 341 | +45 | 0.5% | Q3 2026 | Oct 01, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,434 | 481 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,000 | 480 | 0.0% | 0.02% | 343 | -26,297 | -74.5% | Q3 2026 | Nov 05, 2026 |
| Y.D. More Investments Ltd | History | No change | 9,000 | 480 | 0.01% | 0.02% | 344 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 6,439 | 479 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 6,291 | 471 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 6,125 | 458 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 6,072 | 454 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 6,056 | 453 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,467 | 451 | 0.01% | 0.01% | 350 | +359 | 4.43% | Q3 2026 | Nov 03, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 5,987 | 448 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 8,383 | 447 | 0.13% | 0.18% | 352 | -70 | -0.83% | Q3 2026 | Oct 19, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 8,147 | 434 | 0.05% | 0.07% | 354 | +220 | 2.78% | Q3 2026 | Oct 21, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 8,150 | 434 | 0.1% | 0.15% | 353 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| State of Wyoming | History | New | 8,087 | 431 | 0.03% | — | 355 | +8,087 | New | Q3 2026 | Oct 28, 2026 |
| Frec Markets, Inc. | History | No change | 5,650 | 423 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 5,623 | 421 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | New | 7,693 | 410 | 0.02% | — | 358 | +7,693 | New | Q3 2026 | Oct 15, 2026 |
| Jump Financial, LLC | History | No change | 5,441 | 407 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,426 | 406 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,283 | 395 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 5,206 | 389 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 7,229 | 385 | 0.11% | 0.16% | 363 | -2,142 | -22.86% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 5,117 | 383 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | Added to | 7,046 | 375 | 0.01% | 0.01% | 365 | +196 | 2.86% | Q3 2026 | Oct 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,019 | 375 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,011 | 375 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 5,000 | 374 | 0.6% | 0.6% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,996 | 374 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Markets Trading UK LLP | History | No change | 5,000 | 374 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petix & Botte Co | History | No change | 5,000 | 374 | 0.08% | 0.08% | 371 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,990 | 373 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 6,758 | 360 | 0.06% | 0.09% | 374 | +28 | 0.42% | Q3 2026 | Oct 19, 2026 |
| denkapparat Operations GmbH | History | No change | 4,816 | 360 | 0.12% | 0.12% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vann Equity Management LLC | History | Reduced | 6,658 | 355 | 0.21% | 0.31% | 375 | -93 | -1.38% | Q3 2026 | Oct 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,564 | 350 | 0.0% | 0.0% | 376 | +767 | 13.23% | Q3 2026 | Oct 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,573 | 342 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,464 | 333 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 6,202 | 331 | 0.06% | 0.09% | 380 | -100 | -1.59% | Q3 2026 | Nov 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,429 | 331 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 6,183 | 329 | 0.11% | 0.15% | 381 | -147 | -2.32% | Q3 2026 | Oct 16, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,359 | 326 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 6,029 | 321 | 0.01% | — | 383 | +6,029 | New | Q3 2026 | Nov 04, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,240 | 317 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 5,880 | 313 | 0.04% | 0.06% | 386 | +26 | 0.44% | Q3 2026 | Nov 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 4,183 | 313 | 0.05% | 0.05% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,820 | 310 | 0.01% | — | 388 | +5,820 | New | Q3 2026 | Oct 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,142 | 310 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgelight Financial Advisors, Inc. | History | Added to | 5,694 | 303 | 0.21% | 0.28% | 389 | +312 | 5.8% | Q3 2026 | Oct 20, 2026 |
| Symmetry Investments LP | History | No change | 3,992 | 298 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 3,880 | 290 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Inspire Investing, LLC | History | Reduced | 5,357 | 285 | 0.01% | 0.03% | 392 | -3,457 | -39.22% | Q3 2026 | Oct 22, 2026 |
| Independent Advisor Alliance | History | No change | 3,793 | 284 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | New | 5,319 | 283 | 0.0% | — | 394 | +5,319 | New | Q3 2026 | Nov 03, 2026 |
| Diversified Trust Co | History | No change | 3,732 | 279 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,347 | 279 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,610 | 270 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Miller Global Investments, LLC | History | No change | 5,065 | 270 | 0.22% | 0.31% | 398 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Net Worth Advisory Group | History | Reduced | 5,036 | 269 | 0.07% | 0.22% | 399 | -6,874 | -57.72% | Q3 2026 | Oct 19, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,590 | 268 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4,958 | 264 | 0.03% | 0.14% | 402 | -9,061 | -64.63% | Q3 2026 | Oct 29, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 3,531 | 264 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,936 | 263 | 0.0% | 0.02% | 403 | -14,739 | -74.91% | Q3 2026 | Oct 30, 2026 |
| Sigma Planning Corp | History | Reduced | 4,918 | 262 | 0.01% | 0.01% | 404 | -337 | -6.41% | Q3 2026 | Oct 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,465 | 259 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 4,822 | 257 | 0.0% | 0.01% | 406 | -347 | -6.71% | Q3 2026 | Nov 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 4,834 | 257 | 0.04% | 0.06% | 407 | +30 | 0.62% | Q3 2026 | Oct 27, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 4,696 | 250 | 0.11% | 0.18% | 408 | -750 | -13.77% | Q3 2026 | Oct 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,656 | 248 | 0.0% | 0.0% | 410 | -898 | -16.17% | Q3 2026 | Oct 20, 2026 |
| Phoenix Financial Ltd. | History | No change | 3,337 | 248 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,623 | 246 | 0.01% | — | 411 | +4,623 | New | Q3 2026 | Oct 13, 2026 |
| GAMMA Investing LLC | History | Added to | 4,559 | 243 | 0.01% | 0.01% | 413 | +346 | 8.21% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,249 | 243 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keebeck Wealth Management | History | No change | 3,185 | 238 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 3,170 | 237 | 0.06% | 0.06% | 415 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,433 | 236 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 4,370 | 233 | 0.09% | — | 418 | +4,370 | New | Q3 2026 | Oct 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 3,121 | 233 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| May Hill Capital, LLC | History | Reduced | 4,320 | 230 | 0.05% | 0.07% | 419 | -221 | -4.87% | Q3 2026 | Nov 02, 2026 |
| Centiva Capital, LP | History | No change | 3,037 | 227 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DV Trading LLC | History | No change | 3,032 | 227 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 4,250 | 226 | 0.02% | 0.03% | 422 | -550 | -11.46% | Q3 2026 | Nov 02, 2026 |
| Plan A Wealth LLC | History | Reduced | 4,222 | 225 | 0.08% | 0.21% | 423 | -2,397 | -36.21% | Q3 2026 | Oct 08, 2026 |
| Generation Capital Management LLC | History | No change | 3,000 | 224 | 0.14% | 0.14% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markin Volterra Fund LP | History | No change | 2,994 | 224 | 0.15% | 0.15% | 425 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,195 | 223 | 0.01% | 0.02% | 427 | -6,925 | -62.28% | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 2,978 | 223 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXQ CAPITAL, LP | History | No change | 2,976 | 222 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,153 | 221 | 0.01% | 0.01% | 429 | +701 | 20.31% | Q3 2026 | Nov 04, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 2,916 | 218 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 4,076 | 217 | 0.02% | 0.02% | 431 | +611 | 17.63% | Q3 2026 | Oct 26, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 2,905 | 217 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 2,895 | 216 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,876 | 215 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,880 | 215 | 0.17% | 0.17% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 4,014 | 214 | 0.04% | — | 436 | +4,014 | New | Q3 2026 | Oct 13, 2026 |
| Balentine LLC | History | Reduced | 3,956 | 211 | 0.01% | 0.01% | 437 | -79 | -1.96% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,812 | 210 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,897 | 208 | 0.0% | 0.01% | 439 | -13,771 | -77.94% | Q3 2026 | Oct 26, 2026 |
| GREENLEAF TRUST | History | Added to | 3,899 | 208 | 0.0% | 0.0% | 440 | +56 | 1.46% | Q3 2026 | Oct 29, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,774 | 207 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,871 | 206 | 0.0% | 0.01% | 442 | -115 | -2.89% | Q3 2026 | Oct 08, 2026 |
| Stonebrook Private Inc. | History | No change | 2,743 | 205 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,762 | 200 | 0.0% | — | 445 | +3,762 | New | Q3 2026 | Oct 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 3,765 | 200 | 0.05% | 0.04% | 444 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 2,500 | 187 | 0.32% | 0.32% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,465 | 184 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Bayforest Capital Ltd | History | New | 3,395 | 181 | 0.27% | — | 448 | +3,395 | New | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 3,310 | 176 | 0.0% | — | 449 | +3,310 | New | Q3 2026 | Oct 28, 2026 |
| Crews Bank & Trust | History | No change | 2,340 | 175 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | Added to | 3,224 | 172 | 0.0% | 0.0% | 451 | +58 | 1.83% | Q3 2026 | Oct 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 3,084 | 165 | 0.01% | — | 452 | +3,084 | New | Q3 2026 | Oct 22, 2026 |
| Caldwell Trust Co | History | No change | 3,000 | 160 | 0.01% | 0.02% | 453 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 2,944 | 157 | 0.0% | 0.0% | 454 | +1,947 | 195.29% | Q3 2026 | Nov 05, 2026 |
| IFP Advisors, Inc | History | Added to | 2,707 | 144 | 0.0% | 0.0% | 455 | +138 | 5.37% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,790 | 134 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 1,673 | 125 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,681 | 125 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,547 | 115 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,504 | 112 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,000 | 106 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,946 | 104 | 0.0% | 0.0% | 462 | -15,355 | -88.75% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,881 | 100 | 0.01% | 0.01% | 463 | +10 | 0.53% | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | Added to | 1,854 | 98 | 0.04% | 0.02% | 464 | +1,260 | 212.12% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,300 | 97 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | No change | 1,257 | 94 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,206 | 90 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,623 | 86 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,607 | 85 | 0.01% | 0.01% | 469 | -66 | -3.95% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,133 | 84 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,424 | 75 | 0.0% | 0.0% | 471 | +295 | 26.13% | Q3 2026 | Oct 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 850 | 63 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 770 | 57 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Friedenthal Financial | History | New | 1,000 | 53 | 0.02% | — | 476 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| Abound Wealth Management | History | Reduced | 1,002 | 53 | 0.01% | 0.01% | 475 | -8 | -0.79% | Q3 2026 | Oct 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,000 | 53 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ares Financial Consulting, LLC | History | No change | 982 | 52 | 0.04% | 0.05% | 477 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Crewe Advisors LLC | History | No change | 688 | 51 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 654 | 48 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHP Wealth Management | History | No change | 648 | 48 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 567 | 42 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NFSG Corp | History | No change | 775 | 41 | 0.0% | 0.01% | 482 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 759 | 40 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | No change | 763 | 40 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 500 | 37 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 37 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 643 | 34 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Continuum Advisory, LLC | History | No change | 459 | 34 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 626 | 33 | 0.01% | 0.01% | 489 | +17 | 2.79% | Q3 2026 | Oct 20, 2026 |
| Princeton Global Asset Management LLC | History | No change | 599 | 31 | 0.0% | 0.01% | 490 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 412 | 30 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elequin Capital, LP | History | No change | 398 | 29 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 383 | 28 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | No change | 535 | 28 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Wealth Analytics Partners, LLC | History | New | 511 | 27 | 0.01% | — | 496 | +511 | New | Q3 2026 | Oct 19, 2026 |
| Advisors Asset Management, Inc. | History | No change | 361 | 27 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 490 | 26 | 0.0% | 0.0% | 497 | +8 | 1.66% | Q3 2026 | Oct 20, 2026 |
| High Note Wealth, LLC | History | No change | 500 | 26 | 0.0% | 0.01% | 498 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Raiffeisen Bank International AG | History | No change | 500 | 26 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Align Financial, LLC | History | No change | 500 | 26 | 0.01% | 0.02% | 500 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| REAP Financial Group, LLC | History | Added to | 475 | 25 | 0.0% | 0.0% | 501 | +300 | 171.43% | Q3 2026 | Nov 02, 2026 |
| Fortitude Family Office, LLC | History | New | 445 | 23 | 0.0% | — | 504 | +445 | New | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 315 | 23 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 313 | 23 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 303 | 22 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 300 | 22 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 421 | 22 | 0.01% | 0.02% | 507 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Hickory Point Bank & Trust | History | New | 400 | 21 | 0.01% | — | 508 | +400 | New | Q3 2026 | Oct 01, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 376 | 20 | 0.0% | 0.0% | 510 | +313 | 496.83% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 375 | 20 | 0.0% | 0.0% | 509 | -85 | -18.48% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 364 | 19 | 0.0% | 0.0% | 511 | +42 | 13.04% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 342 | 18 | 0.0% | 0.0% | 513 | +283 | 479.66% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Added to | 343 | 18 | 0.0% | 0.0% | 516 | +62 | 22.06% | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 351 | 18 | 0.0% | 0.0% | 512 | +38 | 12.14% | Q3 2026 | Oct 20, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 250 | 18 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sawyer & Company, Inc | History | No change | 345 | 18 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 333 | 17 | 0.0% | — | 518 | +333 | New | Q3 2026 | Oct 30, 2026 |
| James T. Borello RIA | History | No change | 331 | 17 | 0.0% | 0.01% | 517 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 312 | 16 | 0.01% | 0.02% | 523 | -189 | -37.72% | Q3 2026 | Oct 07, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 306 | 16 | 0.0% | 0.0% | 520 | -27 | -8.11% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 314 | 16 | 0.0% | 0.0% | 519 | +20 | 6.8% | Q3 2026 | Nov 03, 2026 |
| SWAN Capital LLC | History | No change | 225 | 16 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 215 | 16 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 295 | 15 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 275 | 14 | 0.0% | — | 527 | +275 | New | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 275 | 14 | 0.0% | 0.0% | 526 | +41 | 17.52% | Q3 2026 | Oct 08, 2026 |
| Cheviot Value Management, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 174 | 13 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 256 | 13 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LRI Investments, LLC | History | No change | 169 | 12 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 164 | 12 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Basepoint Wealth LLC | History | No change | 168 | 12 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 170 | 12 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 158 | 11 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 200 | 10 | 0.01% | 0.23% | 536 | -4,500 | -95.74% | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | New | 200 | 10 | 0.0% | — | 537 | +200 | New | Q3 2026 | Nov 02, 2026 |
| Root Financial Partners, LLC | History | New | 189 | 10 | 0.0% | — | 538 | +189 | New | Q3 2026 | Oct 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 146 | 10 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 175 | 9 | 0.0% | 0.0% | 541 | -100 | -36.36% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 169 | 9 | 0.0% | 0.0% | 540 | +21 | 14.19% | Q3 2026 | Nov 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 132 | 9 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATWOOD & PALMER INC | History | New | 166 | 8 | 0.0% | — | 544 | +166 | New | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 105 | 8 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 152 | 8 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 146 | 7 | 0.0% | — | 548 | +146 | New | Q3 2026 | Oct 15, 2026 |
| Markowski Investments | History | Added to | 136 | 7 | 0.0% | 0.0% | 547 | +30 | 28.3% | Q3 2026 | Oct 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Financial Advisors, LLC | History | New | 124 | 6 | 0.0% | — | 553 | +124 | New | Q3 2026 | Oct 22, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 115 | 6 | 0.0% | 0.01% | 552 | -31 | -21.23% | Q3 2026 | Nov 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 127 | 6 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 129 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Financial Management LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Ascentis Independent Advisors | History | New | 108 | 5 | 0.0% | — | 563 | +108 | New | Q3 2026 | Nov 03, 2026 |
| Berbice Capital Management LLC | History | New | 100 | 5 | 0.0% | — | 564 | +100 | New | Q3 2026 | Oct 13, 2026 |
| Hurley Capital, LLC | History | Reduced | 95 | 5 | 0.0% | 0.01% | 556 | -95 | -50.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 100 | 5 | 0.0% | 0.0% | 555 | -15 | -13.04% | Q3 2026 | Oct 23, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 70 | 5 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Investors Research Corp | History | No change | 95 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Key FInancial Inc | History | No change | 95 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 100 | 5 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 112 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 80 | 4 | 0.0% | 0.0% | 567 | -161 | -66.8% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 62 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Arlington Trust Co LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 70 | 3 | 0.0% | 0.0% | 572 | +20 | 40.0% | Q3 2026 | Oct 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 48 | 3 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 60 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 45 | 2 | 0.0% | 0.0% | 583 | -76 | -62.81% | Q3 2026 | Oct 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 50 | 2 | 0.0% | — | 584 | +50 | New | Q3 2026 | Oct 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 50 | 2 | 0.0% | — | 585 | +50 | New | Q3 2026 | Oct 28, 2026 |
| Hughes Financial Services, LLC | History | New | 50 | 2 | 0.0% | — | 586 | +50 | New | Q3 2026 | Oct 30, 2026 |
| Bangor Savings Bank | History | No change | 39 | 2 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 42 | 2 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 55 | 2 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TSFG, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 36 | 1 | 0.0% | — | 596 | +30 | 500.0% | Q3 2026 | Oct 19, 2026 |
| DeDora Capital, Inc. | History | New | 25 | 1 | 0.0% | — | 599 | +25 | New | Q3 2026 | Oct 26, 2026 |
| Planning Strategies Inc. | History | New | 20 | 1 | 0.0% | — | 600 | +20 | New | Q3 2026 | Oct 02, 2026 |
| MOTCO | History | No change | 24 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 35 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Capital Analysts, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Peterson Wealth Services | History | No change | 37 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Montgomery Financial Services LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Highland Investment Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Asset Management Ltd | History | Closed out | 0 | 0 | — | 8.53% | — | -5,755,892 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.44% | — | -1,506,374 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.07% | — | -108,672 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VMS Asset Management Limited | History | Closed out | 0 | 0 | — | 2.58% | — | -108,672 | -100.0% | Q3 2026 | Oct 14, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -101,260 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Ariose Capital Management Ltd | History | Closed out | 0 | 0 | — | 3.22% | — | -100,835 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -80,372 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -34,613 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| China Universal Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.11% | — | -25,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -21,157 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,251 | -100.0% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -18,323 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Capstone Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.54% | — | -16,261 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Capelight Capital Asset Management LP | History | Closed out | 0 | 0 | — | 0.54% | — | -15,000 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,335 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -7,900 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Grandview Asset Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,607 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -7,535 | -100.0% | Q3 2026 | Oct 29, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -6,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,827 | -100.0% | Q3 2026 | Oct 28, 2026 |
| JGP Global Gestao de Recursos Ltda. | History | Closed out | 0 | 0 | — | 0.88% | — | -5,348 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,001 | -100.0% | Q3 2026 | Oct 29, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -4,254 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,590 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Manske Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,435 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,333 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Innova Wealth Partners | History | Closed out | 0 | 0 | — | 0.1% | — | -3,300 | -100.0% | Q3 2026 | Oct 20, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,250 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,119 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,039 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,002 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,001 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Alliance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| LCM Capital Management Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -3,000 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,950 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Perennial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,910 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,901 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,858 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,840 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -2,798 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Artesa Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,775 | -100.0% | Q3 2026 | Oct 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,740 | -100.0% | Q3 2026 | Oct 22, 2026 |
| NKCFO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,096 | -100.0% | Q3 2026 | Oct 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -977 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -761 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -558 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Eukles Asset Management | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -287 | -100.0% | Q3 2026 | Oct 27, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -227 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Nov 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -23 | -60.53% | Q3 2026 | Oct 07, 2026 |
| Noble Wealth Management PBC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 01, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Nov 03, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Next Level Wealth Planning, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 29, 2026 |
| GODSEY & GIBB, INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 14, 2026 |
| Pathway Financial Advisers, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 26, 2026 |
| Center for Financial Planning, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| StrongBox Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 09, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Monetary Solutions, Ltd | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Grove Bank & Trust | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Archer Investment Corp | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Burk Holdings LLC | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |