SUN COMMUNITIES INC - SUI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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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 No change 13,757,945 1,649,715 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
COHEN & STEERS, INC. History No change 13,398,864 1,606,659 2.54% 2.54% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 10,263,766 1,230,728 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 13, 2026
DODGE & COX History No change 9,500,781 1,139,238 0.6% 0.6% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,494,428 658,836 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 5,439,467 652,246 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 5,390,114 646,328 0.11% 0.11% 7 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 5,389,029 646,200 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 5,008,789 606,121 0.02% 0.02% 9 0 0.0% Q2 2026 Sep 22, 2026
FMR LLC History No change 4,565,468 547,445 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,340,449 279,848 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History Added to 2,116,670 234,484 0.44% 0.42% 12 +305,986 16.9% Q3 2026 Oct 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,808,538 200,354 0.04% 0.04% 13 +10,254 0.57% Q3 2026 Nov 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,648,236 197,639 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,609,833 193,035 0.02% 0.02% 15 0 0.0% Q2 2026 Sep 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,536,249 184,211 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,421,561 170,459 0.06% 0.06% 17 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,307,991 156,841 0.09% 0.09% 18 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 1,023,572 122,736 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 989,742 118,679 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 957,254 114,784 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 927,049 111,164 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History Added to 984,628 109,077 0.02% 0.01% 23 +295,265 42.83% Q3 2026 Nov 05, 2026
JANE STREET GROUP, LLC History No change 908,012 108,879 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 904,260 108,429 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 866,101 103,854 0.13% 0.13% 26 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 912,359 101,071 0.06% 0.03% 27 +455,613 99.75% Q3 2026 Oct 29, 2026
JPMORGAN CHASE & CO History No change 807,182 97,854 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 767,879 92,076 1.28% 1.28% 29 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 738,463 88,549 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 736,312 88,291 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 656,780 78,754 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 623,891 74,810 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 573,646 68,746 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 557,257 66,820 0.17% 0.17% 35 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 463,853 55,620 0.15% 0.15% 36 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 432,682 51,882 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 391,465 46,940 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 403,481 44,697 0.02% 0.01% 39 +275,105 214.3% Q3 2026 Nov 02, 2026
GW&K Investment Management, LLC History No change 371,593 44,558 0.35% 0.35% 40 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 347,560 41,675 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 11, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History No change 347,520 41,671 0.36% 0.36% 42 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 338,194 40,552 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Land & Buildings Investment Management, LLC History No change 310,187 37,194 6.37% 6.37% 44 0 0.0% Q2 2026 Aug 14, 2026
APG Asset Management US Inc. History No change 307,048 37,085 0.26% 0.26% 45 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 308,912 37,041 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 303,704 36,417 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 285,654 34,252 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 256,813 30,804 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 256,337 30,737 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 255,973 30,693 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 251,701 30,181 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 251,460 30,152 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 268,968 29,796 0.02% 0.02% 54 +28,121 11.68% Q3 2026 Nov 04, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 247,912 29,727 0.01% 0.01% 55 0 0.0% Q2 2026 Sep 23, 2026
PRUDENTIAL FINANCIAL INC History No change 245,181 29,399 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 12, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 239,019 28,660 1.45% 1.45% 57 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 232,839 28,448 0.28% 0.28% 58 0 0.0% Q2 2026 Jul 27, 2026
CANADA LIFE ASSURANCE Co History No change 236,160 28,268 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 230,522 27,641 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 227,305 27,256 0.35% 0.35% 61 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History Added to 244,735 27,111 0.07% 0.07% 62 +18,093 7.98% Q3 2026 Oct 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 212,214 25,446 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 24, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 206,868 24,805 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 178,657 21,422 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 177,469 21,280 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 17, 2026
AMERIPRISE FINANCIAL INC History No change 171,996 20,634 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 168,042 20,149 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 167,897 20,132 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 166,624 19,979 0.08% 0.08% 70 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 176,920 19,599 0.54% 0.56% 71 -932 -0.52% Q3 2026 Nov 04, 2026
HEITMAN REAL ESTATE SECURITIES LLC History No change 160,857 19,288 1.24% 1.24% 72 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 158,982 19,063 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 153,350 18,390 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 162,381 17,988 0.06% 0.07% 75 0 0.0% Q3 2026 Nov 05, 2026
RHUMBLINE ADVISERS History No change 148,803 17,842 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 143,803 17,243 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 140,939 16,899 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 140,337 16,827 0.02% 0.02% 79 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History Reduced 151,555 16,789 0.01% 0.01% 80 -23,130 -13.24% Q3 2026 Nov 04, 2026
Vision Capital Corp History No change 135,152 16,206 5.24% 5.24% 81 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 132,420 15,878 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 129,770 15,560 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 129,253 15,499 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 129,056 15,475 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Added to 137,766 15,349 0.02% 0.02% 86 +27,393 24.82% Q3 2026 Oct 27, 2026
ROYAL BANK OF CANADA History No change 126,545 15,175 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 116,307 13,946 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History New 125,631 13,917 0.04% — 89 +125,631 New Q3 2026 Nov 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 109,345 13,258 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 110,112 13,203 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 118,684 13,147 0.06% 0.05% 92 +27,570 30.26% Q3 2026 Nov 03, 2026
AVIVA PLC History No change 102,880 12,336 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 102,340 12,271 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 99,889 11,977 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 108,968 11,915 0.02% 0.01% 96 +46,259 73.77% Q3 2026 Oct 13, 2026
NATIXIS ADVISORS, LLC History No change 99,110 11,884 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History New 105,586 11,696 0.04% — 98 +105,586 New Q3 2026 Oct 30, 2026
ArrowMark Colorado Holdings LLC History No change 97,312 11,668 0.49% 0.49% 99 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 97,672 11,648 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 93,732 11,239 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 13, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History No change 93,665 11,231 0.4% 0.4% 102 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 93,611 11,224 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 92,544 11,097 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 27, 2026
Squarepoint Ops LLC History No change 92,172 11,052 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
THIRD AVENUE MANAGEMENT LLC History No change 91,454 10,966 1.75% 1.75% 106 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 86,689 10,919 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 90,302 10,828 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 90,000 10,791 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 88,249 10,791 0.2% 0.2% 110 0 0.0% Q2 2026 Jul 27, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 87,657 10,510 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 06, 2026
CI INVESTMENTS INC. History No change 86,660 10,391 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 13, 2026
Uniplan Investment Counsel, Inc. History No change 85,283 10,226 0.96% 0.96% 113 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 88,971 9,942 0.31% 0.35% 114 -3,973 -4.27% Q3 2026 Oct 28, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 81,200 9,736 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 80,161 9,601 0.18% 0.18% 116 0 0.0% Q2 2026 Jul 27, 2026
AEW CAPITAL MANAGEMENT L P History No change 77,917 9,343 0.56% 0.56% 117 0 0.0% Q2 2026 Aug 04, 2026
Swedbank AB History Reduced 83,529 9,253 0.01% 0.01% 118 -9,000 -9.73% Q3 2026 Oct 27, 2026
DANSKE BANK A/S History No change 74,003 8,873 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 10, 2026
APG Asset Management N.V. History No change 83,488 8,756 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 12, 2026
Korea Investment CORP History No change 71,210 8,538 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 71,147 8,531 0.01% 0.01% 122 0 0.0% Q2 2026 Jul 29, 2026
AEW CAPITAL MANAGEMENT INC History New 76,917 8,520 0.55% — 123 +76,917 New Q3 2026 Nov 05, 2026
DnB Asset Management AS History No change 70,865 8,497 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 67,437 8,086 0.01% 0.01% 125 0 0.0% Q2 2026 Sep 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 67,271 8,066 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 13, 2026
Resona Asset Management Co.,Ltd. History No change 66,648 8,060 0.04% 0.04% 127 0 0.0% Q2 2026 Jul 29, 2026
State of Alaska, Department of Revenue History Added to 72,050 7,980 0.08% 0.07% 128 +11,154 18.32% Q3 2026 Oct 15, 2026
AMERICAN CENTURY COMPANIES INC History No change 62,835 7,534 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 62,649 7,512 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 56,185 6,737 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 58,494 6,479 0.03% 0.04% 132 -8,664 -12.9% Q3 2026 Oct 15, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 53,456 6,409 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 07, 2026
Investment Management Corp of Ontario History No change 53,449 6,409 0.08% 0.08% 134 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 51,977 6,233 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Added to 55,954 6,199 0.04% 0.01% 136 +48,849 687.53% Q3 2026 Oct 23, 2026
Federation des caisses Desjardins du Quebec History No change 50,926 6,105 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
IFM Investors Pty Ltd History Added to 54,201 6,004 0.04% 0.03% 138 +12,129 28.83% Q3 2026 Oct 13, 2026
Verition Fund Management LLC History No change 48,700 5,839 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 14, 2026
Hazelview Securities Inc. History No change 47,198 5,835 0.81% 0.81% 140 0 0.0% Q2 2026 Aug 14, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 48,551 5,821 0.32% 0.32% 141 0 0.0% Q2 2026 Aug 04, 2026
TD ASSET MANAGEMENT INC History No change 48,347 5,797 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 04, 2026
KLP KAPITALFORVALTNING AS History No change 47,500 5,740 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 47,140 5,652 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Added to 50,099 5,549 0.01% 0.01% 145 +168 0.34% Q3 2026 Nov 03, 2026
Neuberger Berman Group LLC History No change 46,180 5,537 0.0% 0.0% 146 0 0.0% Q2 2026 Oct 27, 2026
SEB Asset Management AB History Added to 49,866 5,524 0.02% 0.02% 147 +11,036 28.42% Q3 2026 Nov 04, 2026
Handelsbanken Fonder AB History No change 45,498 5,456 0.02% 0.02% 148 0 0.0% Q2 2026 Jul 10, 2026
XTX Topco Ltd History No change 45,483 5,453 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 45,124 5,410 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 44,925 5,386 0.1% 0.1% 151 0 0.0% Q2 2026 Aug 14, 2026
Sophron Capital Management L.P. History No change 44,380 5,321 1.65% 1.65% 152 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 46,652 5,168 0.01% 0.0% 153 +25,460 120.14% Q3 2026 Nov 05, 2026
DAVIS SELECTED ADVISERS History No change 42,480 5,093 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 42,393 5,083 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 10, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 45,125 4,998 0.03% 0.04% 156 +1,866 4.31% Q3 2026 Oct 20, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 44,375 4,915 0.05% — 157 +44,375 New Q3 2026 Oct 23, 2026
Masterton Capital Management, LP History No change 38,700 4,640 3.93% 3.93% 158 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 37,733 4,524 0.02% 0.02% 159 0 0.0% Q2 2026 Sep 08, 2026
Lighthouse Investment Partners, LLC History No change 37,542 4,501 0.12% 0.12% 160 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 36,611 4,390 0.11% 0.11% 161 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 34,869 4,181 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 34,513 4,138 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 34,032 4,080 0.21% 0.21% 164 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 36,581 4,052 0.05% 0.01% 165 +30,371 489.07% Q3 2026 Oct 22, 2026
Ensign Peak Advisors, Inc History No change 33,618 4,031 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History New 36,200 4,010 0.06% — 167 +36,200 New Q3 2026 Oct 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 33,358 3,999 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Adams Asset Advisors, LLC History Added to 35,570 3,940 0.4% 0.3% 169 +13,300 59.72% Q3 2026 Oct 08, 2026
KBC Group NV History Added to 35,531 3,936 0.01% 0.01% 170 +3,944 12.49% Q3 2026 Oct 22, 2026
MACKENZIE FINANCIAL CORP History Added to 34,942 3,870 0.0% 0.0% 171 +719 2.1% Q3 2026 Nov 02, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 31,735 3,805 0.0% 0.0% 172 0 0.0% Q2 2026 Sep 09, 2026
Arizona State Retirement System History Reduced 33,656 3,728 0.02% 0.02% 173 -1,675 -4.74% Q3 2026 Nov 03, 2026
Metis Global Partners, LLC History No change 30,891 3,704 0.08% 0.08% 174 0 0.0% Q2 2026 Aug 10, 2026
BAILLIE GIFFORD & CO History No change 29,798 3,573 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 29,739 3,566 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 29,553 3,543 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 28,607 3,430 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 28,426 3,408 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 07, 2026
Achmea Investment Management B.V. History New 30,161 3,343 0.03% — 180 +30,161 New Q3 2026 Oct 30, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 27,752 3,327 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 27,471 3,294 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 29,407 3,257 0.1% 0.1% 183 -1,527 -4.94% Q3 2026 Nov 05, 2026
Creative Planning History Added to 29,095 3,223 0.0% 0.0% 184 +18,477 174.02% Q3 2026 Nov 02, 2026
Illinois Municipal Retirement Fund History Reduced 28,868 3,197 0.04% 0.05% 185 -4,704 -14.01% Q3 2026 Nov 05, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History New 28,600 3,168 0.01% — 186 +28,600 New Q3 2026 Oct 27, 2026
Vestcor Inc History No change 26,176 3,139 0.08% 0.08% 187 0 0.0% Q2 2026 Aug 11, 2026
Freestone Grove Partners LP History No change 26,155 3,136 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 28,226 3,126 0.01% 0.01% 189 +3,318 13.32% Q3 2026 Nov 04, 2026
Jupiter Topco LLC History No change 25,696 3,079 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
National Pension Service History No change 25,236 3,026 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,046 3,003 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 19, 2026
DAVENPORT & Co LLC History Reduced 26,893 2,980 0.01% 0.02% 193 -564 -2.05% Q3 2026 Oct 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 26,346 2,918 0.03% 0.03% 194 +1,853 7.57% Q3 2026 Oct 27, 2026
BANK OF MONTREAL /CAN/ History No change 24,230 2,905 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Anson Funds Management LP History No change 24,000 2,877 0.17% 0.17% 196 0 0.0% Q2 2026 Aug 13, 2026
Te Ahumairangi Investment Management Ltd History No change 23,990 2,876 0.46% 0.46% 197 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History Added to 25,501 2,825 0.12% 0.12% 198 +1,342 5.55% Q3 2026 Oct 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History New 25,200 2,791 0.03% — 199 +25,200 New Q3 2026 Oct 29, 2026
Advisors Asset Management, Inc. History No change 22,601 2,710 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 22,508 2,698 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History New 24,200 2,681 0.07% — 202 +24,200 New Q3 2026 Nov 05, 2026
Greenland Capital Management LP History No change 22,000 2,638 0.33% 0.33% 203 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 21,427 2,569 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 22,214 2,460 0.01% 0.02% 205 -6,736 -23.27% Q3 2026 Oct 28, 2026
Zimmer Partners, LP History No change 20,500 2,458 0.06% 0.06% 206 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 20,360 2,441 0.1% 0.1% 207 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Added to 21,688 2,402 0.01% 0.01% 208 +5,396 33.12% Q3 2026 Nov 03, 2026
FIRST NATIONAL BANK OF OMAHA History No change 19,212 2,303 0.06% 0.06% 209 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,532 2,222 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 23, 2026
Utah Retirement Systems History No change 18,527 2,221 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 14, 2026
Elo Mutual Pension Insurance Co History No change 18,510 2,219 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 13, 2026
Harvest Portfolios Group Inc. History No change 18,400 2,206 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Added to 19,792 2,192 0.01% 0.01% 214 +2,000 11.24% Q3 2026 Oct 26, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 18,238 2,186 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 13, 2026
Redwood Investment Management, LLC History No change 18,199 2,182 0.22% 0.22% 216 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 17,312 2,075 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 17,668 1,957 0.01% 0.01% 218 +2,944 19.99% Q3 2026 Nov 03, 2026
Eurizon Capital SGR S.p.A. History No change 16,278 1,955 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 29, 2026
Waratah Capital Advisors Ltd. History No change 16,279 1,952 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 11, 2026
Paralel Advisors LLC History No change 16,094 1,929 0.07% 0.07% 221 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 15,014 1,800 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 14,804 1,775 0.07% 0.07% 223 0 0.0% Q2 2026 Aug 13, 2026
Tacita Capital Inc History No change 14,532 1,742 0.95% 0.95% 224 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 14,412 1,728 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 04, 2026
Knights of Columbus Asset Advisors LLC History Reduced 15,446 1,711 0.08% 0.1% 226 -454 -2.86% Q3 2026 Nov 05, 2026
First National Advisers, LLC History No change 14,045 1,684 0.24% 0.24% 227 0 0.0% Q2 2026 Jul 21, 2026
Cannon Global Investment Management, LLC History No change 13,600 1,630 4.61% 4.61% 228 0 0.0% Q2 2026 Jul 30, 2026
OP Asset Management Ltd History Added to 14,679 1,626 0.01% 0.02% 229 +474 3.34% Q3 2026 Nov 05, 2026
READYSTATE ASSET MANAGEMENT LP History No change 13,379 1,604 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 13,124 1,573 0.31% 0.31% 231 0 0.0% Q2 2026 Aug 17, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 13,033 1,552 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 12,342 1,479 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 12, 2026
GAMCO INVESTORS, INC. ET AL History No change 12,065 1,446 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 12,042 1,443 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 12,002 1,439 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
Catalyst Funds Management Pty Ltd History No change 11,943 1,432 0.08% 0.08% 237 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 11,530 1,382 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,411 1,368 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 10, 2026
MEEDER ASSET MANAGEMENT INC History No change 11,386 1,365 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,295 1,354 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 11,246 1,348 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 11, 2026
Cascade Investment Advisors, Inc. History Added to 12,023 1,331 0.74% 0.77% 243 +295 2.52% Q3 2026 Nov 02, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 11,075 1,328 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 11,865 1,314 0.0% 0.0% 245 +2,092 21.41% Q3 2026 Oct 21, 2026
Naviter Wealth, LLC History No change 10,858 1,314 0.12% 0.12% 246 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 10,902 1,307 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 10,774 1,293 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 10,675 1,282 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 10,608 1,272 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History Added to 15,000 1,271 0.01% 0.01% 251 +1,000 7.14% Q3 2026 Nov 04, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 10,958 1,214 0.01% 0.01% 252 -114 -1.03% Q3 2026 Oct 22, 2026
OSAIC HOLDINGS, INC. History No change 9,944 1,192 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History Added to 10,648 1,179 0.13% 0.12% 254 +2,109 24.7% Q3 2026 Oct 20, 2026
Allspring Global Investments Holdings, LLC History Reduced 10,631 1,169 0.0% 0.01% 255 -41,112 -79.45% Q3 2026 Nov 04, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 10,552 1,168 0.1% 0.11% 256 +208 2.01% Q3 2026 Nov 04, 2026
Northwest & Ethical Investments L.P. History No change 9,545 1,144 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History Added to 10,283 1,139 0.0% 0.0% 258 +580 5.98% Q3 2026 Oct 30, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 9,449 1,133 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 9,311 1,116 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 10, 2026
Abundance Wealth Counselors History New 9,820 1,087 0.15% — 261 +9,820 New Q3 2026 Oct 26, 2026
NORDEN GROUP LLC History Added to 9,752 1,080 0.08% 0.08% 262 +1,805 22.71% Q3 2026 Oct 20, 2026
Crossmark Global Holdings, Inc. History New 9,706 1,075 0.01% — 263 +9,706 New Q3 2026 Oct 21, 2026
Gulf International Bank (UK) Ltd History No change 9,435 1,045 0.02% 0.02% 264 0 0.0% Q3 2026 Oct 20, 2026
Saudi Central Bank History No change 8,626 1,034 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 30, 2026
Clarkston Capital Partners, LLC History No change 8,600 1,031 0.09% 0.09% 266 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 8,316 997 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 8,289 993 0.21% 0.21% 268 0 0.0% Q2 2026 Aug 14, 2026
Burns Matteson Capital Management, LLC History Reduced 8,764 970 0.34% 0.33% 269 -65 -0.74% Q3 2026 Oct 16, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 8,677 961 0.01% 0.01% 270 +1,628 23.1% Q3 2026 Oct 21, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 8,550 947 0.18% 0.2% 271 -400 -4.47% Q3 2026 Oct 14, 2026
Brevan Howard Capital Management LP History No change 7,751 929 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Retirement Systems History No change 7,731 927 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History Added to 8,344 924 0.01% 0.01% 274 +1,362 19.51% Q3 2026 Nov 03, 2026
TUDOR INVESTMENT CORP ET AL History No change 7,696 922 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
OSSIAM History No change 7,634 915 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History Added to 8,247 913 0.0% 0.0% 277 +3,822 86.37% Q3 2026 Oct 27, 2026
OSTRUM ASSET MANAGEMENT History No change 7,326 878 0.04% 0.04% 278 0 0.0% Q2 2026 Aug 13, 2026
Capital Square, LLC History Added to 7,898 875 0.39% 0.41% 279 +136 1.75% Q3 2026 Oct 19, 2026
NewEdge Advisors, LLC History No change 7,263 870 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
WBH ADVISORY INC History Reduced 7,669 849 0.06% 0.07% 281 -995 -11.48% Q3 2026 Nov 04, 2026
Focus Partners Advisor Solutions, LLC History No change 7,086 849 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 06, 2026
Ilmarinen Mutual Pension Insurance Co History No change 7,000 839 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 13, 2026
Fideuram Asset Management (Ireland) dac History Reduced 6,874 833 0.02% 0.07% 284 -22,504 -76.6% Q3 2026 Oct 29, 2026
FEDERATED HERMES, INC. History No change 6,940 832 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 6,908 828 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History Added to 7,464 826 0.0% 0.0% 287 +256 3.55% Q3 2026 Nov 02, 2026
Van Hulzen Asset Management, LLC History No change 6,685 801 0.06% 0.06% 288 0 0.0% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History No change 6,663 799 0.03% 0.03% 289 0 0.0% Q2 2026 Jul 30, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 7,210 798 0.02% 0.02% 290 +1,549 27.36% Q3 2026 Oct 26, 2026
OMERS ADMINISTRATION Corp History No change 6,617 793 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 13, 2026
Avanza Fonder AB History No change 6,904 764 0.01% 0.02% 292 0 0.0% Q3 2026 Oct 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,333 759 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 07, 2026
CREDIT AGRICOLE S A History No change 6,154 737 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 6,141 736 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 30, 2026
MML INVESTORS SERVICES, LLC History No change 6,038 723 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 07, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 6,020 721 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 6,014 721 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 5,986 717 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,930 711 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 5,651 677 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 6,000 664 0.06% 0.06% 302 0 0.0% Q3 2026 Oct 07, 2026
CIBC Asset Management Inc History Added to 5,955 659 0.0% 0.0% 303 +112 1.92% Q3 2026 Nov 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 5,397 647 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 5,363 643 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 10, 2026
MetLife Investment Management, LLC History No change 5,255 630 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History Added to 5,639 625 0.0% 0.0% 307 +23 0.41% Q3 2026 Oct 26, 2026
DoubleLine ETF Adviser LP History No change 5,143 616 0.25% 0.25% 308 0 0.0% Q2 2026 Aug 14, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Added to 5,553 615 0.44% 0.38% 309 +1,480 36.34% Q3 2026 Oct 09, 2026
Norinchukin Bank, The History No change 5,105 612 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 5,461 605 0.0% 0.0% 311 -1 -0.02% Q3 2026 Nov 02, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 4,970 596 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History Added to 5,320 589 0.0% 0.0% 313 +210 4.11% Q3 2026 Nov 05, 2026
AlphaCore Capital LLC History Added to 5,307 588 0.01% 0.0% 314 +3,197 151.52% Q3 2026 Nov 04, 2026
Dynamic Technology Lab Private Ltd History No change 4,892 587 0.13% 0.13% 315 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 5,418 584 0.0% 0.0% 316 +112 2.11% Q3 2026 Oct 23, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 5,138 569 0.0% 0.0% 317 0 0.0% Q3 2026 Oct 28, 2026
One Capital Management, LLC History No change 4,416 556 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 4,633 555 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 07, 2026
Cresset Asset Management, LLC History No change 4,480 542 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 4,443 532 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
Balboa Wealth Partners History Reduced 4,654 515 0.07% 0.08% 322 -3 -0.06% Q3 2026 Oct 20, 2026
Wedmont Private Capital History New 4,594 513 0.01% — 323 +4,594 New Q3 2026 Oct 09, 2026
ProShare Advisors LLC History New 4,629 512 0.0% — 324 +4,629 New Q3 2026 Oct 28, 2026
Empowered Funds, LLC History No change 4,252 509 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 4,215 505 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
44 WEALTH MANAGEMENT LLC History No change 4,213 505 0.17% 0.17% 327 0 0.0% Q2 2026 Aug 14, 2026
Daniel Investment Group, Inc. History No change 4,196 503 0.3% 0.3% 328 0 0.0% Q2 2026 Aug 03, 2026
SkyOak Wealth, LLC History Reduced 4,489 497 0.08% 0.09% 329 -100 -2.18% Q3 2026 Oct 28, 2026
US BANCORP \DE\ History Added to 4,480 496 0.0% 0.0% 330 +439 10.86% Q3 2026 Nov 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,155 495 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 12, 2026
Aurora Investment Managers, LLC. History No change 4,338 481 0.27% 0.32% 332 0 0.0% Q3 2026 Oct 15, 2026
E. Ohman J:or Asset Management AB History No change 4,277 473 0.01% 0.01% 333 0 0.0% Q3 2026 Oct 22, 2026
Penserra Capital Management LLC History No change 3,942 472 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Summit Wealth Group, LLC History No change 3,887 466 0.1% 0.1% 335 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4,201 465 0.01% 0.01% 336 -29 -0.69% Q3 2026 Oct 28, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,786 453 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 3,769 451 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
TOWNSQUARE CAPITAL LLC History No change 3,767 451 0.08% 0.08% 339 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 3,667 439 0.11% 0.11% 340 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 3,540 424 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 17, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 3,490 418 0.0% 0.0% 342 0 0.0% Q2 2026 Sep 23, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 3,481 417 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 13, 2026
North Dakota State Investment Board History Added to 3,723 412 0.02% 0.02% 344 +81 2.22% Q3 2026 Oct 27, 2026
Canal Capital Management, LLC History No change 3,429 411 0.05% 0.05% 345 0 0.0% Q2 2026 Jul 28, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 3,700 410 0.0% — 346 +3,700 New Q3 2026 Oct 22, 2026
DRW Securities, LLC History No change 3,353 402 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 3,620 401 0.0% 0.0% 348 0 0.0% Q3 2026 Oct 19, 2026
MQS Management LLC History No change 3,334 399 0.49% 0.49% 349 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 3,306 396 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 3,480 385 0.01% 0.01% 351 -192 -5.23% Q3 2026 Oct 22, 2026
Wahed Invest LLC History No change 3,216 385 0.04% 0.04% 352 0 0.0% Q2 2026 Aug 11, 2026
EntryPoint Capital, LLC History No change 3,216 385 0.09% 0.09% 353 0 0.0% Q2 2026 Aug 13, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 3,208 384 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 3,201 383 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 3,151 378 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 06, 2026
COMMERCE BANK History No change 3,149 377 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History Added to 3,339 373 0.02% 0.0% 358 +3,128 1482.46% Q3 2026 Nov 04, 2026
Braeburn Wealth Management LLC History No change 3,326 368 0.16% 0.17% 359 0 0.0% Q3 2026 Oct 15, 2026
Janney Montgomery Scott LLC History No change 3,042 365 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 05, 2026
Fifth Third Wealth Advisors LLC History New 3,269 362 0.01% — 362 +3,269 New Q3 2026 Oct 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,020 362 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 3,000 359 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 11, 2026
Banco Santander, S.A. History No change 2,911 349 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 29, 2026
OFI INVEST ASSET MANAGEMENT History No change 3,328 349 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 17, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 2,850 341 0.06% 0.06% 366 0 0.0% Q2 2026 Aug 17, 2026
Lantern Wealth Advisors, LLC History Added to 2,900 321 0.14% 0.14% 367 +400 16.0% Q3 2026 Oct 22, 2026
B. Metzler seel. Sohn & Co. AG History No change 2,841 314 0.0% 0.0% 368 0 0.0% Q3 2026 Oct 30, 2026
True North Advisors, LLC History New 2,766 308 0.02% — 369 +2,766 New Q3 2026 Oct 22, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 2,531 303 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 2,534 303 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,638 295 0.0% 0.01% 372 -22,053 -89.32% Q3 2026 Oct 20, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 2,438 292 0.04% 0.04% 373 0 0.0% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 2,419 292 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History New 2,619 290 0.0% — 375 +2,619 New Q3 2026 Oct 28, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 2,590 287 0.02% — 377 +2,590 New Q3 2026 Nov 03, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 2,394 287 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History Added to 2,472 286 0.0% 0.0% 378 +315 14.6% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,472 286 0.0% 0.0% 379 +315 14.6% Q3 2026 Oct 20, 2026
Gibbs Wealth Management History Added to 2,547 282 0.03% 0.04% 382 +90 3.66% Q3 2026 Oct 22, 2026
Gross & Hartman Investments LLC History No change 2,358 282 0.12% 0.12% 380 0 0.0% Q2 2026 Aug 13, 2026
Safe Harbor Family Capital, LLC History No change 2,358 282 0.19% 0.19% 381 0 0.0% Q2 2026 Aug 10, 2026
Man Group plc History No change 2,326 278 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 2,299 275 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History New 2,445 270 0.01% — 385 +2,445 New Q3 2026 Oct 28, 2026
NorthCrest Asset Manangement, LLC History New 2,390 267 0.01% — 386 +2,390 New Q3 2026 Oct 09, 2026
PANAGORA ASSET MANAGEMENT INC History No change 2,220 266 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 06, 2026
FIL Ltd History No change 2,195 263 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 13, 2026
Discipline Wealth Solutions, LLC History Reduced 2,328 257 0.02% 0.03% 389 -290 -11.08% Q3 2026 Oct 14, 2026
Provenance Wealth Advisors, LLC History Added to 2,307 255 0.02% 0.0% 390 +2,298 25533.33% Q3 2026 Oct 30, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 2,214 245 0.0% — 392 +2,214 New Q3 2026 Oct 27, 2026
World Investment Advisors History No change 1,950 245 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History New 2,169 240 0.0% — 393 +2,169 New Q3 2026 Oct 15, 2026
CoreCap Advisors, LLC History No change 2,153 238 0.01% 0.01% 394 0 0.0% Q3 2026 Oct 08, 2026
Alliance Wealth Advisors, LLC /UT History Added to 2,131 236 0.04% 0.04% 395 +381 21.77% Q3 2026 Oct 28, 2026
GROUP ONE TRADING LLC History No change 1,968 235 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 13, 2026
Avantra Family Wealth, Inc. History New 2,023 224 0.13% — 397 +2,023 New Q3 2026 Oct 20, 2026
Americana Partners, LLC History No change 2,020 223 0.0% 0.01% 398 0 0.0% Q3 2026 Oct 28, 2026
Highland Investment Advisors LLC History No change 1,859 222 0.1% 0.1% 399 0 0.0% Q2 2026 Aug 13, 2026
TCW GROUP INC History No change 1,793 214 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 03, 2026
Siemens Fonds Invest GmbH History No change 1,786 214 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
Purpose Unlimited Inc. History No change 1,782 213 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 13, 2026
Cetera Trust Company, N.A History No change 1,775 212 0.11% 0.11% 403 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 1,762 211 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 14, 2026
ZWJ INVESTMENT COUNSEL INC History No change 1,900 210 0.01% 0.01% 405 0 0.0% Q3 2026 Oct 14, 2026
Snowden Capital Advisors LLC History No change 1,728 209 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Investment Research Partners LLC History New 1,814 200 0.07% — 408 +1,814 New Q3 2026 Oct 19, 2026
RB Capital Management, LLC History No change 1,676 200 0.04% 0.04% 407 0 0.0% Q2 2026 Aug 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 1,675 185 0.0% 0.0% 409 -109 -6.11% Q3 2026 Oct 28, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,637 181 0.0% 0.0% 410 -14 -0.85% Q3 2026 Oct 26, 2026
GAMMA Investing LLC History Added to 1,632 180 0.01% 0.0% 411 +716 78.17% Q3 2026 Oct 08, 2026
Farther Finance Advisors, LLC History Added to 1,244 137 0.0% 0.0% 412 +297 31.36% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 1,119 134 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History Added to 1,151 127 0.0% 0.0% 414 +18 1.59% Q3 2026 Oct 23, 2026
OSLO PENSJONSFORSIKRING AS History No change 1,142 126 0.01% 0.02% 415 0 0.0% Q3 2026 Oct 15, 2026
MATHER GROUP, LLC. History Added to 1,100 121 0.0% 0.0% 416 +9 0.82% Q3 2026 Oct 14, 2026
BFSG, LLC History No change 1,075 119 0.01% 0.01% 417 0 0.0% Q3 2026 Oct 30, 2026
Employees Retirement System of Texas History No change 917 110 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 875 104 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 860 103 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History New 908 100 0.15% — 421 +908 New Q3 2026 Nov 03, 2026
Itau Unibanco Holding S.A. History No change 789 94 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 823 91 0.0% 0.01% 423 -1,798 -68.6% Q3 2026 Oct 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 694 83 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 670 80 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Reduced 687 76 0.0% 0.0% 426 -129 -15.81% Q3 2026 Nov 03, 2026
EverSource Wealth Advisors, LLC History Reduced 613 67 0.0% 0.0% 427 -143 -18.92% Q3 2026 Nov 04, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 566 62 0.0% 0.0% 428 0 0.0% Q3 2026 Oct 29, 2026
Avalon Trust Co History No change 507 60 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History Added to 534 59 0.0% 0.0% 430 +360 206.9% Q3 2026 Oct 27, 2026
IFG Advisory, LLC History No change 493 59 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History Added to 530 58 0.01% 0.0% 433 +307 137.67% Q3 2026 Oct 26, 2026
PROSPERITY BANCSHARES INC History No change 486 58 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 509 56 0.0% 0.0% 434 0 0.0% Q3 2026 Nov 04, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 470 56 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 07, 2026
Wiser Advisor Group LLC History No change 363 43 0.05% 0.05% 436 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 338 40 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Added to 353 39 0.0% 0.0% 438 +323 1076.67% Q3 2026 Oct 02, 2026
Basecamp Wealth Advisors LLC History No change 281 33 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 277 33 0.0% 0.0% 440 0 0.0% Q2 2026 Oct 29, 2026
Versant Capital Management, Inc History Reduced 280 31 0.0% 0.01% 441 -1,028 -78.59% Q3 2026 Oct 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 261 31 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History Added to 274 30 0.01% 0.01% 443 +31 12.76% Q3 2026 Oct 13, 2026
Financial Network Wealth Advisors LLC History Added to 274 30 0.03% 0.03% 444 +25 10.04% Q3 2026 Oct 27, 2026
WELLINGTON-ALTUS USA INC. History No change 210 26 0.02% 0.02% 445 0 0.0% Q2 2026 Sep 17, 2026
Rosenberg Matthew Hamilton History No change 213 23 0.0% 0.0% 446 0 0.0% Q3 2026 Oct 05, 2026
Cassaday & Co Wealth Management LLC History Added to 200 22 0.0% — 447 +199 19900.0% Q3 2026 Oct 27, 2026
Key FInancial Inc History No change 195 21 0.0% 0.0% 448 0 0.0% Q3 2026 Nov 02, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 170 20 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History Reduced 175 19 0.0% 0.0% 451 -2 -1.13% Q3 2026 Oct 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 159 19 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 31, 2026
Elyxium Wealth, LLC History New 167 18 0.0% — 456 +167 New Q3 2026 Oct 27, 2026
GK Wealth Management LLC History New 165 18 0.01% — 457 +165 New Q3 2026 Oct 09, 2026
NATIXIS History No change 151 18 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 151 18 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 05, 2026
Quarry LP History No change 157 18 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 14, 2026
BLUELINE ADVISORS LLC History No change 169 18 0.01% 0.01% 455 0 0.0% Q3 2026 Oct 15, 2026
Clearstead Advisors, LLC History No change 142 17 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 138 16 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 136 16 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 131 15 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 11, 2026
Arlington Trust Co LLC History No change 137 15 0.0% 0.0% 462 0 0.0% Q3 2026 Oct 20, 2026
Covestor Ltd History Added to 113 13 0.01% 0.0% 464 +71 169.05% Q3 2026 Oct 30, 2026
Measured Wealth Private Client Group, LLC History No change 110 13 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 100 11 0.0% — 466 +100 New Q3 2026 Oct 22, 2026
Dynamic Wealth Strategies, LLC History No change 100 11 0.01% 0.01% 465 0 0.0% Q3 2026 Oct 16, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 93 10 0.01% 0.01% 467 -9 -8.82% Q3 2026 Nov 04, 2026
Quent Capital, LLC History No change 91 10 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Reduced 86 9 0.0% 0.0% 470 -103 -54.5% Q3 2026 Nov 05, 2026
BESSEMER GROUP INC History No change 80 9 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
Havemeyer Place LP History No change 80 9 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 78 8 0.0% 0.0% 473 -1 -1.27% Q3 2026 Nov 03, 2026
TRUST CO OF VERMONT History No change 73 8 0.0% 0.0% 472 0 0.0% Q3 2026 Oct 21, 2026
Valued Wealth Advisors LLC History No change 77 8 0.0% 0.0% 474 0 0.0% Q3 2026 Nov 05, 2026
Continuum Advisory, LLC History No change 62 7 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 63 6 0.0% 0.0% 476 -35 -35.71% Q3 2026 Oct 05, 2026
Wealth Enhancement Trust Services, Inc. History Added to 63 6 0.0% 0.0% 480 +21 50.0% Q3 2026 Oct 07, 2026
Kemnay Advisory Services Inc. History No change 51 6 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 57 6 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 55 6 0.0% 0.0% 479 0 0.0% Q3 2026 Nov 04, 2026
Silver Grove Financial Group, Inc. History Added to 53 5 0.0% 0.0% 484 +38 253.33% Q3 2026 Nov 05, 2026
Cromwell Holdings LLC History Added to 52 5 0.0% 0.0% 482 +21 67.74% Q3 2026 Oct 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 44 5 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 12, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 51 5 0.0% 0.0% 483 0 0.0% Q3 2026 Oct 19, 2026
North Star Investment Management Corp. History No change 38 4 0.0% 0.0% 485 0 0.0% Q3 2026 Oct 27, 2026
Transamerica Financial Advisors, LLC History No change 39 4 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 37 4 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 40 4 0.0% 0.0% 488 0 0.0% Q3 2026 Oct 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 31 3 0.0% — 492 +31 New Q3 2026 Oct 09, 2026
BIRCH FINANCIAL GROUP, LLC History New 28 3 0.0% — 493 +28 New Q3 2026 Oct 27, 2026
True Wealth Design, LLC History Reduced 30 3 0.0% 0.0% 491 -23 -43.4% Q3 2026 Oct 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 28 3 0.0% 0.0% 489 +1 3.7% Q3 2026 Oct 28, 2026
Fortitude Family Office, LLC History No change 36 3 0.0% 0.0% 490 0 0.0% Q3 2026 Oct 14, 2026
High Note Wealth, LLC History New 21 2 0.0% — 502 +21 New Q3 2026 Oct 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 24 2 0.0% 0.0% 495 +4 20.0% Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 22 2 0.0% 0.0% 494 0 0.0% Q2 2026 Oct 30, 2026
Investors Research Corp History No change 22 2 0.0% 0.0% 496 0 0.0% Q3 2026 Oct 07, 2026
Colonial Trust Co / SC History No change 24 2 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 20 2 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 15, 2026
Dogwood Wealth Management LLC History No change 22 2 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 06, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 26 2 0.0% 0.0% 500 0 0.0% Q3 2026 Oct 07, 2026
Keating Financial Advisory Services, Inc. History No change 25 2 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 11, 2026
Raiffeisen Bank International AG History Reduced 9 1 0.0% 0.0% 508 -135 -93.75% Q3 2026 Oct 28, 2026
Blue Trust, Inc. History Reduced 18 1 0.0% 0.0% 506 -74 -80.43% Q3 2026 Oct 15, 2026
Owl Creek Wealth Partners LLC History Reduced 10 1 0.0% 0.0% 511 -35 -77.78% Q3 2026 Oct 20, 2026
UMB Private Wealth Management, LLC History New 12 1 0.0% — 514 +12 New Q3 2026 Oct 19, 2026
James T. Borello RIA History Added to 16 1 0.0% — 513 +8 100.0% Q3 2026 Oct 16, 2026
Essential Partners LLC History Reduced 11 1 0.0% 0.0% 512 -5 -31.25% Q3 2026 Oct 14, 2026
FINANCIAL CONSULATE, INC History Reduced 15 1 0.0% 0.0% 504 -4 -21.05% Q3 2026 Oct 23, 2026
CENTRAL TRUST Co History Added to 16 1 0.0% 0.0% 503 +1 6.67% Q3 2026 Nov 05, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 16 1 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 27, 2026
Bruce G. Allen Investments, LLC History No change 10 1 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 12 1 0.0% 0.0% 509 0 0.0% Q3 2026 Nov 05, 2026
Key Capital Management, INC History No change 15 1 0.0% 0.0% 510 0 0.0% Q3 2026 Nov 03, 2026
Arbejdsmarkedets Tillaegspension History Closed out 0 0 — 0.59% — -227,000 -100.0% Q3 2026 Oct 30, 2026
Robeco Institutional Asset Management B.V. History Closed out 0 0 — 0.01% — -48,116 -100.0% Q3 2026 Oct 20, 2026
AGF MANAGEMENT LTD History Closed out 0 0 — 0.01% — -23,388 -100.0% Q3 2026 Nov 03, 2026
iA Global Asset Management Inc. History Closed out 0 0 — 0.01% — -8,896 -100.0% Q3 2026 Oct 29, 2026
Vanderbilt University History Closed out 0 0 — 0.14% — -8,598 -100.0% Q3 2026 Nov 02, 2026
Candriam S.C.A. History Closed out 0 0 — 0.0% — -7,668 -100.0% Q3 2026 Nov 03, 2026
Oak Thistle LLC History Closed out 0 0 — 0.06% — -4,883 -100.0% Q3 2026 Oct 21, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Closed out 0 0 — 0.13% — -4,590 -100.0% Q3 2026 Nov 02, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -3,398 -100.0% Q3 2026 Oct 28, 2026
South Shore Capital Advisors History Closed out 0 0 — 0.25% — -3,109 -100.0% Q3 2026 Oct 20, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -2,424 -100.0% Q3 2026 Oct 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 — 0.0% — -2,268 -100.0% Q3 2026 Nov 02, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.03% — -2,250 -100.0% Q3 2026 Oct 05, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.04% — -2,005 -100.0% Q3 2026 Oct 27, 2026
OpenArc Corporate Advisory, LLC History Closed out 0 0 — 0.0% — -1,821 -100.0% Q3 2026 Oct 21, 2026
NIXON PEABODY TRUST CO History Closed out 0 0 — 0.01% — -1,750 -100.0% Q3 2026 Oct 23, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -1,283 -100.0% Q3 2026 Nov 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 — 0.0% — -170 -100.0% Q3 2026 Oct 16, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 9 0 — 0.01% — -161 -94.71% Q3 2026 Oct 14, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2026 Oct 16, 2026
Hughes Financial Services, LLC History Reduced 3 0 — 0.0% — -30 -90.91% Q3 2026 Oct 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2026 Nov 02, 2026
Asset Dedication, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Nov 02, 2026
Capital Advisors, Ltd. LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Oct 27, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 20, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 8 0 — — — +8 New Q3 2026 Oct 15, 2026
Avion Wealth History Closed out 0 0 — — — -8 -100.0% Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 7 0 — — — +7 New Q3 2026 Oct 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Oct 07, 2026
Oakworth Capital, Inc. History New 6 0 — — — +6 New Q3 2026 Oct 26, 2026
Planning Strategies Inc. History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 02, 2026
Physician Wealth Advisors, Inc. History Added to 8 0 — — — +4 100.0% Q3 2026 Oct 20, 2026
Birchwood Financial Partners, Inc. History New 4 0 — — — +4 New Q3 2026 Nov 02, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 04, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 3 0 — — — +3 New Q3 2026 Oct 28, 2026
WPG Advisers, LLC History New 3 0 — — — +3 New Q3 2026 Oct 27, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 15, 2026
American Capital Advisory, LLC History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 28, 2026
Signature Equity Partners, LLC History Added to 9 0 — — — +1 12.5% Q3 2026 Oct 29, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 15, 2026
Activest Wealth Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 15, 2026
FIRST HORIZON CORP History No change 5 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
ALERUS FINANCIAL NA History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
Ancora Advisors LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 5 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Pacer Advisors, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Silicon Valley Capital Partners History No change 4 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Center for Financial Planning, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
SHP Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
NFSG Corp History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History No change 4 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Principia Wealth Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Financial Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 28, 2026