Stock Yards Bancorp, Inc. - SYBT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,160,573 | 165,218 | 0.0% | 0.0% | 1 | +210,708 | 10.81% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,606,499 | 122,848 | 0.08% | 0.05% | 2 | +570,992 | 55.14% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,292,407 | 98,830 | 0.31% | 0.26% | 3 | -34,420 | -2.59% | Q2 2026 | Aug 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 1,255,054 | 95,973 | 2.75% | 2.72% | 4 | -63,590 | -4.82% | Q2 2026 | Aug 19, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,159,894 | 88,697 | 0.0% | 0.0% | 5 | -6,850 | -0.59% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,132,794 | 86,923 | 0.0% | 0.0% | 6 | +169,071 | 17.54% | Q2 2026 | Aug 07, 2026 |
| Field & Main Bank | History | New | 1,081,161 | 82,676 | 17.05% | — | 7 | +1,081,161 | New | Q2 2026 | Aug 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 917,486 | 70,160 | 0.04% | 0.04% | 8 | -26,815 | -2.84% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 916,815 | 70,107 | 0.01% | 0.01% | 9 | +37,606 | 4.28% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 722,914 | 55,291 | 0.0% | 0.0% | 10 | +49,973 | 7.43% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 488,906 | 37,386 | 0.0% | 0.0% | 11 | +24,886 | 5.36% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 427,119 | 32,661 | 0.0% | 0.0% | 12 | +99,521 | 30.38% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 324,529 | 24,890 | 0.38% | 0.38% | 13 | +3,162 | 0.98% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 270,586 | 20,691 | 0.53% | 0.27% | 14 | -51,726 | -16.05% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 265,806 | 20,326 | 0.0% | 0.0% | 15 | +12,044 | 4.75% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 252,588 | 19,315 | 0.0% | 0.0% | 16 | -63,805 | -20.17% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 229,815 | 17,573 | 0.0% | 0.0% | 17 | +5,335 | 2.38% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 207,240 | 15,847 | 0.01% | 0.01% | 18 | -246 | -0.12% | Q2 2026 | Sep 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 198,148 | 15,152 | 0.02% | 0.02% | 19 | +47,920 | 31.9% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 193,764 | 14,818 | 0.0% | 0.0% | 20 | +1,154 | 0.6% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 190,763 | 14,587 | 0.1% | 0.1% | 21 | +1,153 | 0.61% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 184,035 | 14,073 | 0.0% | 0.0% | 22 | -2,321 | -1.25% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 179,373 | 13,687 | 0.01% | 0.0% | 23 | +47,891 | 36.42% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 172,961 | 13,226 | 0.01% | 0.01% | 24 | +49,095 | 39.64% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 160,054 | 12,239 | 0.38% | 0.35% | 25 | +10,050 | 6.7% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 148,165 | 11,330 | 0.0% | 0.0% | 26 | -28,544 | -16.15% | Q2 2026 | Aug 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 144,677 | 11,063 | 0.56% | 0.52% | 27 | -1,447 | -0.99% | Q2 2026 | Aug 11, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 140,380 | 10,734 | 0.06% | 0.05% | 28 | +10,500 | 8.08% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 125,615 | 9,605 | 0.0% | 0.0% | 29 | -690 | -0.55% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 125,349 | 9,585 | 0.0% | 0.0% | 30 | +11,297 | 9.91% | Q2 2026 | Aug 06, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 122,663 | 9,380 | 0.16% | 0.14% | 31 | -734 | -0.59% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 113,402 | 8,671 | 0.0% | 0.0% | 32 | +7,888 | 7.48% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 108,877 | 8,325 | 0.08% | 0.09% | 33 | -10,509 | -8.8% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 108,215 | 8,275 | 0.01% | 0.01% | 34 | -85,309 | -44.08% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 105,431 | 8,063 | 0.01% | 0.01% | 35 | -7,905 | -6.97% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 102,298 | 7,822 | 0.01% | 0.01% | 36 | -17,584 | -14.67% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 87,284 | 6,674 | 0.0% | 0.0% | 37 | -6,747 | -7.18% | Q2 2026 | Aug 03, 2026 |
| CITIGROUP INC | History | Added to | 85,454 | 6,534 | 0.0% | 0.0% | 38 | +6,035 | 7.6% | Q2 2026 | Aug 03, 2026 |
| FJ Capital Management LLC | History | Reduced | 81,359 | 6,221 | 0.81% | 0.69% | 39 | -11,490 | -12.37% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 80,902 | 6,186 | 0.0% | 0.0% | 40 | +41,023 | 102.87% | Q2 2026 | Sep 02, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 76,471 | 5,847 | 0.1% | 0.16% | 41 | -50,026 | -39.55% | Q2 2026 | Aug 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 66,528 | 5,087 | 0.0% | 0.0% | 42 | -5,460 | -7.58% | Q2 2026 | Aug 12, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 61,517 | 4,636 | 0.5% | 0.5% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nuveen, LLC | History | Reduced | 60,114 | 4,596 | 0.0% | 0.0% | 44 | -29,419 | -32.86% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 59,215 | 4,528 | 0.0% | 0.0% | 45 | +33,920 | 134.1% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | Added to | 57,701 | 4,412 | 0.06% | 0.05% | 46 | +5,703 | 10.97% | Q2 2026 | Aug 18, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Reduced | 55,842 | 4,270 | 0.36% | 0.33% | 47 | -1,370 | -2.39% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 55,441 | 4,239 | 0.0% | 0.0% | 48 | -6,969 | -11.17% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Reduced | 54,923 | 4,199 | 0.0% | 0.0% | 49 | -300 | -0.54% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 50,993 | 3,899 | 0.0% | 0.0% | 50 | +2,335 | 4.8% | Q2 2026 | Aug 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 49,969 | 3,821 | 0.49% | 0.43% | 51 | +4,855 | 10.76% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 49,417 | 3,778 | 0.0% | 0.0% | 52 | -52,841 | -51.67% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Added to | 46,760 | 3,575 | 0.29% | 0.26% | 53 | +7,185 | 18.16% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 46,215 | 3,534 | 0.0% | 0.01% | 54 | -9,181 | -16.57% | Q2 2026 | Aug 12, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 44,923 | 3,435 | 3.0% | 2.91% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,526 | 3,404 | 0.0% | 0.0% | 56 | -10,561 | -19.17% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 44,150 | 3,376 | 0.0% | 0.0% | 57 | +36,539 | 480.08% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 41,063 | 3,141 | 0.0% | 0.0% | 58 | +6,603 | 19.16% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 35,479 | 2,713 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 35,360 | 2,703 | 0.0% | 0.0% | 60 | +2,514 | 7.65% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 35,041 | 2,679 | 0.0% | 0.0% | 61 | -1,003 | -2.78% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 32,928 | 2,517 | 0.0% | 0.0% | 62 | +780 | 2.43% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 32,485 | 2,484 | 0.0% | 0.0% | 63 | -1,169 | -3.47% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 32,239 | 2,465 | 0.0% | 0.0% | 64 | +3,093 | 10.61% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 31,517 | 2,410 | 0.0% | 0.0% | 65 | +5,186 | 19.7% | Q2 2026 | Aug 24, 2026 |
| Mariner, LLC | History | Added to | 29,380 | 2,246 | 0.0% | 0.0% | 66 | +7,287 | 32.98% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 28,989 | 2,216 | 0.0% | 0.0% | 67 | +4,054 | 16.26% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 27,810 | 2,126 | 0.0% | 0.0% | 68 | +5,433 | 24.28% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 27,581 | 2,109 | 0.01% | 0.01% | 69 | +4,273 | 18.33% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 27,556 | 2,107 | 0.0% | 0.0% | 70 | -34,902 | -55.88% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 26,741 | 2,044 | 0.04% | 0.04% | 71 | +10,226 | 61.92% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,414 | 2,019 | 0.0% | 0.0% | 72 | +19,384 | 275.73% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 26,395 | 2,018 | 0.0% | 0.0% | 73 | -226 | -0.85% | Q2 2026 | Aug 07, 2026 |
| Atom Investors LP | History | Added to | 25,558 | 1,954 | 0.17% | 0.02% | 74 | +21,393 | 513.64% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25,380 | 1,940 | 0.0% | 0.0% | 75 | -197 | -0.77% | Q2 2026 | Aug 14, 2026 |
| HARVEY INVESTMENT CO LLC | History | Reduced | 25,207 | 1,928 | 0.21% | 0.19% | 76 | -300 | -1.18% | Q2 2026 | Jul 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 28,267 | 1,873 | 0.0% | 0.0% | 77 | +300 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 24,370 | 1,863 | 0.0% | 0.0% | 78 | +992 | 4.24% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 24,017 | 1,836 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 23,871 | 1,825 | 0.01% | 0.01% | 80 | -9,111 | -27.62% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 20,980 | 1,678 | 0.0% | 0.0% | 81 | -3,410 | -13.98% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,222 | 1,622 | 0.0% | 0.01% | 82 | -62,342 | -74.6% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,837 | 1,516 | 0.0% | 0.0% | 83 | +4,984 | 33.56% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,641 | 1,501 | 0.0% | 0.0% | 84 | +870 | 4.63% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,354 | 1,480 | 0.0% | 0.0% | 85 | +9,836 | 103.34% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 18,901 | 1,445 | 0.01% | 0.01% | 86 | -17,569 | -48.17% | Q2 2026 | Aug 14, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 18,582 | 1,420 | 0.14% | 0.16% | 87 | -894 | -4.59% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 18,291 | 1,398 | 0.01% | 0.01% | 88 | -127 | -0.69% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 17,466 | 1,335 | 0.02% | 0.0% | 89 | +13,339 | 323.21% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 17,417 | 1,331 | 0.0% | 0.0% | 90 | -21,463 | -55.2% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 17,050 | 1,303 | 0.08% | 0.09% | 91 | +1,119 | 7.02% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 16,493 | 1,261 | 0.01% | 0.01% | 92 | -451 | -2.66% | Q2 2026 | Jul 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 18,703 | 1,239 | 0.2% | 0.19% | 93 | -728 | -3.75% | Q2 2026 | Jul 17, 2026 |
| Sippican Capital Advisors | History | Reduced | 15,639 | 1,195 | 0.73% | 0.72% | 94 | -215 | -1.36% | Q2 2026 | Jul 22, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,538 | 1,188 | 0.01% | 0.01% | 95 | +638 | 4.28% | Q2 2026 | Aug 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 14,968 | 1,144 | 0.37% | 0.36% | 96 | +71 | 0.48% | Q2 2026 | Jul 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 14,727 | 1,126 | 0.0% | 0.0% | 97 | -525 | -3.44% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,049 | 1,074 | 0.0% | 0.0% | 98 | -32,932 | -70.1% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 13,696 | 1,047 | 0.0% | 0.0% | 99 | -1,563 | -10.24% | Q2 2026 | Aug 27, 2026 |
| Independence Bank of Kentucky | History | Reduced | 13,682 | 1,046 | 0.12% | 0.13% | 100 | -1,216 | -8.16% | Q2 2026 | Jul 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,389 | 1,023 | 0.0% | 0.0% | 101 | +888 | 7.1% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 12,376 | 946 | 0.0% | — | 102 | +12,376 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,232 | 935 | 0.0% | 0.0% | 103 | -121 | -0.98% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 12,199 | 932 | 0.0% | 0.0% | 104 | +5,989 | 96.44% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 12,075 | 923 | 0.0% | 0.0% | 105 | -5,072 | -29.58% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 12,021 | 919 | 0.0% | 0.0% | 106 | +1,196 | 11.05% | Q2 2026 | Aug 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 11,780 | 900 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,490 | 878 | 0.0% | 0.0% | 108 | -67 | -0.58% | Q2 2026 | Jul 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 10,902 | 833 | 0.04% | 0.04% | 109 | +163 | 1.52% | Q2 2026 | Aug 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,376 | 820 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 9,864 | 811 | 0.17% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 10,455 | 799 | 0.19% | 0.33% | 112 | -6,730 | -39.16% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 10,379 | 793 | 0.0% | 0.0% | 113 | +1,400 | 15.59% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 10,283 | 786 | 0.0% | 0.0% | 114 | -851 | -7.64% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | New | 10,000 | 764 | 0.13% | — | 115 | +10,000 | New | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,600 | 734 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,527 | 728 | 0.0% | 0.0% | 117 | -32 | -0.33% | Q2 2026 | Jul 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,156 | 700 | 0.0% | 0.0% | 118 | +2,815 | 44.39% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,048 | 691 | 0.0% | 0.0% | 119 | -331 | -3.53% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 8,900 | 680 | 0.04% | 0.05% | 120 | -798 | -8.23% | Q2 2026 | Aug 07, 2026 |
| Atlas Brown,Inc. | History | Added to | 8,705 | 665 | 0.18% | 0.17% | 121 | +28 | 0.32% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,441 | 645 | 0.0% | 0.0% | 122 | +129 | 1.55% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | Reduced | 8,367 | 639 | 0.01% | 0.01% | 123 | -595 | -6.64% | Q2 2026 | Jul 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 8,264 | 631 | 0.36% | 0.45% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 8,100 | 619 | 0.38% | 0.45% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 7,954 | 608 | 0.0% | 0.0% | 126 | +106 | 1.35% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,873 | 602 | 0.0% | 0.0% | 127 | +598 | 8.22% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,666 | 586 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,640 | 584 | 0.0% | 0.0% | 129 | +1,952 | 34.32% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Reduced | 7,532 | 575 | 0.0% | 0.0% | 130 | -158 | -2.05% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,000 | 535 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,946 | 531 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,885 | 526 | 0.0% | 0.0% | 133 | +703 | 11.37% | Q2 2026 | Jul 28, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 6,881 | 526 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| American Trust | History | No change | 6,880 | 526 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 6,719 | 513 | 0.24% | 0.36% | 136 | -3,263 | -32.69% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,336 | 484 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,304 | 482 | 0.0% | 0.0% | 138 | -16 | -0.25% | Q2 2026 | Jul 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,200 | 475 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | New | 6,012 | 459 | 0.02% | — | 140 | +6,012 | New | Q2 2026 | Aug 12, 2026 |
| Angel Oak Capital Advisors, LLC | History | Added to | 6,000 | 458 | 0.58% | 0.37% | 141 | +1,000 | 20.0% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | Reduced | 5,957 | 455 | 0.01% | 0.01% | 142 | -3,930 | -39.75% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 5,954 | 455 | 0.13% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Financial Bank - Trust Division | History | No change | 5,866 | 448 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 5,848 | 447 | 0.04% | — | 145 | +5,848 | New | Q2 2026 | Jul 31, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 5,815 | 444 | 0.29% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,755 | 440 | 0.0% | 0.0% | 147 | -515 | -8.21% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,637 | 431 | 0.0% | 0.0% | 148 | -50 | -0.88% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 5,480 | 419 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,307 | 405 | 0.0% | 0.0% | 150 | +433 | 8.88% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,183 | 396 | 0.0% | 0.0% | 151 | -5,313 | -50.62% | Q2 2026 | Aug 03, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 5,000 | 382 | 0.2% | 0.22% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RiverFront Investment Group, LLC | History | No change | 4,676 | 357 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Joule Financial, LLC | History | No change | 4,643 | 356 | 0.1% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 4,609 | 352 | 0.0% | 0.0% | 155 | +1,070 | 30.23% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,604 | 352 | 0.01% | 0.01% | 156 | -36 | -0.78% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | New | 4,600 | 351 | 0.01% | — | 157 | +4,600 | New | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 4,451 | 341 | 0.01% | — | 158 | +4,451 | New | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 4,365 | 333 | 0.0% | 0.0% | 159 | +265 | 6.46% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,302 | 328 | 0.0% | 0.0% | 160 | +3 | 0.07% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,293 | 328 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | Reduced | 4,078 | 311 | 0.01% | 0.01% | 162 | -610 | -13.01% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 4,056 | 310 | 0.01% | 0.01% | 163 | +1,255 | 44.81% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | Added to | 4,032 | 308 | 0.0% | 0.0% | 164 | +53 | 1.33% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,032 | 308 | 0.0% | 0.0% | 165 | +2 | 0.05% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 4,000 | 305 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,957 | 302 | 0.0% | — | 167 | +3,957 | New | Q2 2026 | Aug 19, 2026 |
| Ballentine Partners, LLC | History | No change | 3,758 | 287 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,684 | 281 | 0.0% | — | 169 | +3,684 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,628 | 277 | 0.0% | 0.0% | 170 | -66 | -1.79% | Q2 2026 | Jul 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | New | 3,583 | 273 | 0.12% | — | 171 | +3,583 | New | Q2 2026 | Jul 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 3,552 | 271 | 0.0% | — | 172 | +3,552 | New | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,518 | 269 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 3,518 | 269 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,495 | 267 | 0.0% | 0.0% | 175 | -320 | -8.39% | Q2 2026 | Aug 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,440 | 263 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 3,431 | 262 | 0.03% | 0.03% | 177 | +13 | 0.38% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Added to | 3,422 | 261 | 0.0% | 0.0% | 178 | +1,826 | 114.41% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,323 | 254 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,072 | 234 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | New | 2,780 | 212 | 0.0% | — | 181 | +2,780 | New | Q2 2026 | Aug 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | New | 2,762 | 211 | 0.1% | — | 183 | +2,762 | New | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | Added to | 2,765 | 211 | 0.0% | 0.0% | 182 | +348 | 14.4% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | New | 2,742 | 209 | 0.01% | — | 184 | +2,742 | New | Q2 2026 | Aug 07, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 2,729 | 209 | 0.03% | — | 185 | +2,729 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,673 | 204 | 0.0% | — | 186 | +2,673 | New | Q2 2026 | Jul 28, 2026 |
| Ardent Capital Management, Inc. | History | New | 2,649 | 202 | 0.08% | — | 187 | +2,649 | New | Q2 2026 | Jul 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,540 | 194 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,421 | 185 | 0.0% | 0.0% | 189 | +222 | 10.1% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,752 | 133 | 0.0% | 0.0% | 190 | +149 | 9.3% | Q2 2026 | Jul 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 1,631 | 124 | 0.0% | 0.0% | 191 | -580 | -26.23% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,575 | 123 | 0.0% | — | 192 | +1,575 | New | Q2 2026 | Jul 27, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,575 | 120 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 1,520 | 116 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,448 | 110 | 0.0% | 0.0% | 195 | -154 | -9.61% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,393 | 106 | 0.0% | 0.0% | 196 | +115 | 9.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,378 | 105 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,363 | 104 | 0.0% | 0.0% | 198 | -72 | -5.02% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 950 | 72 | 0.0% | 0.0% | 199 | +6 | 0.64% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 880 | 67 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kentucky Trust Co | History | No change | 612 | 46 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Covestor Ltd | History | Reduced | 532 | 41 | 0.02% | 0.03% | 202 | -123 | -18.78% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 500 | 38 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 470 | 35 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 457 | 34 | 0.0% | 0.0% | 205 | +245 | 115.57% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 405 | 30 | 0.0% | — | 207 | +405 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 459 | 30 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 349 | 26 | 0.0% | 0.0% | 208 | +87 | 33.21% | Q2 2026 | Aug 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 344 | 26 | 0.01% | 0.01% | 209 | +33 | 10.61% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 282 | 22 | 0.0% | 0.0% | 210 | -34 | -10.76% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Added to | 275 | 21 | 0.0% | 0.0% | 211 | +248 | 918.52% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | New | 243 | 18 | 0.0% | — | 212 | +243 | New | Q2 2026 | Sep 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 232 | 17 | 0.0% | 0.0% | 213 | +25 | 12.08% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 212 | 16 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kemnay Advisory Services Inc. | History | New | 183 | 13 | 0.0% | — | 215 | +183 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 168 | 12 | 0.0% | 0.0% | 217 | +11 | 7.01% | Q2 2026 | Jul 02, 2026 |
| SouthState Bank Corp | History | No change | 157 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 141 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 130 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 109 | 8 | 0.0% | 0.0% | 220 | +73 | 202.78% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | Added to | 107 | 8 | 0.0% | 0.0% | 221 | +1 | 0.94% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 95 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | New | 82 | 6 | 0.0% | — | 224 | +82 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 69 | 5 | 0.0% | 0.0% | 225 | +47 | 213.64% | Q2 2026 | Jul 24, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 64 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | New | 49 | 3 | 0.0% | — | 227 | +49 | New | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 33 | 2 | 0.0% | — | 228 | +32 | 3200.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 230 | -245 | -90.41% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | Reduced | 24 | 1 | 0.0% | 0.0% | 233 | -34 | -58.62% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 21 | 1 | 0.0% | — | 234 | +21 | New | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 22 | 1 | 0.0% | — | 229 | +11 | 100.0% | Q2 2026 | Sep 02, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 1 | 0.0% | — | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114,038 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -52,033 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -48,537 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,398 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,994 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,124 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,713 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,052 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,961 | -100.0% | Q2 2026 | Aug 17, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,866 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -4,585 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,145 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,967 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,729 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,691 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,185 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,177 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q2 2026 | Aug 04, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 23, 2026 |
| LRI Investments, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |