TAKEDA PHARMACEUTICAL CO LTD - TAK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | History | Added to | 19,297,680 | 309,341 | 0.04% | 0.05% | 1 | +193,461 | 1.01% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 9,599,302 | 153,876 | 0.01% | 0.01% | 2 | +2,481,816 | 34.87% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,994,924 | 112,128 | 0.01% | 0.01% | 3 | +525,324 | 8.12% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 6,050,771 | 96,993 | 0.14% | 0.18% | 4 | -374,213 | -5.82% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,125,032 | 82,154 | 0.01% | 0.01% | 5 | -493,696 | -8.79% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 4,539,347 | 72,765 | 0.51% | 0.58% | 6 | +108,705 | 2.45% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 3,732,924 | 59,838 | 0.03% | 0.03% | 7 | +616,613 | 19.79% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,688,166 | 59,121 | 0.0% | 0.0% | 8 | +511,745 | 16.11% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,568,000 | 41,165 | 0.06% | 0.09% | 9 | -421,100 | -14.09% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,207,432 | 35,385 | 0.03% | — | 10 | +2,207,432 | New | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,114,912 | 33,902 | 0.02% | 0.03% | 11 | +143,838 | 7.3% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,049,467 | 32,852 | 0.02% | 0.03% | 12 | -553,076 | -21.25% | Q2 2026 | Aug 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 1,823,884 | 29,236 | 3.34% | 3.99% | 13 | +25,486 | 1.42% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,740,313 | 27,897 | 0.0% | 0.0% | 14 | -220,725 | -11.26% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,674,005 | 26,834 | 0.02% | 0.03% | 15 | -586,099 | -25.93% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,598,174 | 25,617 | 0.01% | 0.01% | 16 | +186,247 | 13.19% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,525,686 | 24,456 | 0.01% | 0.01% | 17 | +631,263 | 70.58% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,402,650 | 22,484 | 0.03% | 0.04% | 18 | +113,324 | 8.79% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,150,820 | 18,447 | 0.0% | 0.0% | 19 | +14,798 | 1.3% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 1,050,698 | 16,842 | 0.01% | — | 20 | +1,050,698 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 927,028 | 14,860 | 0.0% | 0.01% | 21 | -1,239,432 | -57.21% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Reduced | 911,319 | 14,608 | 0.0% | 0.01% | 22 | -1,828,910 | -66.74% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 783,835 | 12,564 | 0.16% | 0.21% | 23 | +6,687 | 0.86% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 769,000 | 12,327 | 0.0% | — | 24 | +769,000 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 744,916 | 11,903 | 0.0% | 0.0% | 25 | +290,935 | 64.09% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 722,863 | 11,587 | 0.01% | 0.01% | 26 | +94,313 | 15.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 714,143 | 11,447 | 0.0% | 0.0% | 27 | +523,730 | 275.05% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 692,900 | 11,107 | 0.0% | 0.0% | 28 | +78,049 | 12.69% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 679,950 | 10,901 | 0.01% | 0.01% | 29 | +197,563 | 40.96% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 619,021 | 9,922 | 0.0% | 0.0% | 30 | +78,673 | 14.56% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 584,777 | 9,373 | 0.01% | 0.01% | 31 | +41,781 | 7.69% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 584,560 | 9,370 | 0.0% | 0.0% | 32 | +69,201 | 13.43% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 555,228 | 8,900 | 0.0% | 0.0% | 33 | +81,021 | 17.09% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 511,336 | 8,196 | 0.01% | 0.0% | 34 | +370,758 | 263.74% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 485,733 | 7,786 | 0.01% | 0.0% | 35 | +174,033 | 55.83% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 466,714 | 7,481 | 0.01% | 0.01% | 36 | -43,511 | -8.53% | Q2 2026 | Aug 12, 2026 |
| PFM Health Sciences, LP | History | New | 444,173 | 7,120 | 0.61% | — | 37 | +444,173 | New | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 432,956 | 6,940 | 0.09% | 0.13% | 38 | +1,354 | 0.31% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 408,739 | 6,552 | 0.0% | 0.0% | 39 | +96,723 | 31.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 396,457 | 6,355 | 0.0% | 0.0% | 40 | +38,283 | 10.69% | Q2 2026 | Aug 03, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 376,858 | 6,041 | 0.01% | 0.01% | 41 | -5,393 | -1.41% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 372,752 | 5,975 | 0.05% | 0.07% | 42 | +5,064 | 1.38% | Q2 2026 | Jul 14, 2026 |
| Ethic Inc. | History | Added to | 365,253 | 5,854 | 0.07% | 0.1% | 43 | +30,417 | 9.08% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 351,770 | 5,638 | 0.05% | 0.07% | 44 | +5,948 | 1.72% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 314,687 | 5,044 | 0.01% | 0.01% | 45 | +87,071 | 38.25% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | Added to | 308,157 | 4,939 | 0.01% | 0.01% | 46 | +73,169 | 31.14% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 307,312 | 4,926 | 0.0% | 0.0% | 47 | -12,657 | -3.96% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 278,706 | 4,467 | 0.01% | 0.01% | 48 | +152,632 | 121.07% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | New | 275,000 | 4,408 | 0.01% | — | 49 | +275,000 | New | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 269,650 | 4,322 | 0.06% | 0.08% | 50 | -13,388 | -4.73% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 268,328 | 4,301 | 0.0% | 0.01% | 51 | -55,706 | -17.19% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 251,735 | 4,035 | 0.01% | 0.0% | 52 | +247,835 | 6354.74% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 239,306 | 3,843 | 0.01% | 0.02% | 53 | -1,987 | -0.82% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | Reduced | 227,988 | 3,654 | 0.91% | 1.24% | 54 | -10,377 | -4.35% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 211,534 | 3,390 | 0.0% | 0.0% | 55 | -18,409 | -8.01% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 206,900 | 3,316 | 0.04% | 0.06% | 56 | -12,077 | -5.52% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 204,241 | 3,273 | 0.0% | 0.0% | 57 | +33,884 | 19.89% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | No change | 174,896 | 3,239 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 192,000 | 3,077 | 0.05% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 191,809 | 3,074 | 0.0% | 0.0% | 60 | -2,228 | -1.15% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 191,537 | 3,070 | 0.01% | 0.02% | 61 | +5,772 | 3.11% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | New | 174,356 | 2,794 | 0.0% | — | 62 | +174,356 | New | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | Added to | 167,167 | 2,730 | 0.4% | 0.47% | 63 | +2,045 | 1.24% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 167,856 | 2,690 | 0.0% | 0.0% | 64 | -5,105 | -2.95% | Q2 2026 | Aug 19, 2026 |
| Callan Family Office, LLC | History | Added to | 165,303 | 2,649 | 0.05% | 0.07% | 65 | +2,346 | 1.44% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 160,601 | 2,574 | 0.0% | 0.0% | 66 | +24,213 | 17.75% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 160,171 | 2,567 | 0.56% | 0.75% | 67 | -5,632 | -3.4% | Q2 2026 | Jul 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 157,965 | 2,532 | 0.0% | 0.0% | 68 | +22,286 | 16.43% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 152,678 | 2,447 | 0.0% | 0.0% | 69 | +23,130 | 17.85% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 152,601 | 2,446 | 0.0% | 0.0% | 70 | -71,414 | -31.88% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 151,441 | 2,444 | 0.05% | 0.06% | 71 | +9,559 | 6.74% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 143,998 | 2,308 | 0.0% | 0.01% | 72 | -14,631 | -9.22% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Added to | 143,921 | 2,307 | 0.02% | 0.01% | 73 | +68,885 | 91.8% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 136,772 | 2,192 | 0.0% | 0.0% | 74 | +7,437 | 5.75% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 127,525 | 2,044 | 0.02% | 0.02% | 75 | -4,564 | -3.46% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 123,374 | 1,977 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 121,426 | 1,946 | 0.0% | 0.0% | 77 | -235 | -0.19% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 118,124 | 1,893 | 0.02% | 0.03% | 78 | +21,807 | 22.64% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 116,008 | 1,859 | 0.01% | 0.0% | 79 | +115,030 | 11761.76% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 110,838 | 1,776 | 0.01% | 0.02% | 80 | +13,525 | 13.9% | Q2 2026 | Aug 14, 2026 |
| Gold Investment Management Ltd. | History | Reduced | 105,849 | 1,696 | 0.46% | 0.64% | 81 | -5,451 | -4.9% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 100,149 | 1,605 | 0.0% | — | 82 | +100,149 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 99,417 | 1,593 | 0.01% | 0.01% | 83 | -4,899 | -4.7% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 96,887 | 1,553 | 0.0% | 0.0% | 84 | +19,422 | 25.07% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 95,466 | 1,530 | 0.0% | 0.0% | 85 | -7,616 | -7.39% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 94,848 | 1,521 | 0.0% | 0.0% | 86 | -45,345 | -32.34% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | New | 94,276 | 1,511 | 0.26% | — | 87 | +94,276 | New | Q2 2026 | Aug 06, 2026 |
| Walleye Trading LLC | History | Reduced | 92,500 | 1,482 | 0.0% | 0.0% | 88 | -44,400 | -32.43% | Q2 2026 | Aug 03, 2026 |
| Summit Global Investments | History | Reduced | 89,173 | 1,429 | 0.08% | 0.13% | 89 | -27,321 | -23.45% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 87,929 | 1,409 | 0.01% | 0.01% | 90 | -11,007 | -11.13% | Q2 2026 | Jul 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 86,071 | 1,379 | 0.0% | 0.0% | 91 | -8,953 | -9.42% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | Added to | 85,032 | 1,363 | 0.0% | 0.0% | 92 | +20,082 | 30.92% | Q2 2026 | Aug 04, 2026 |
| Boston Partners | History | Reduced | 84,903 | 1,361 | 0.0% | 0.0% | 93 | -30,619 | -26.5% | Q2 2026 | Aug 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 81,939 | 1,313 | 0.04% | 0.06% | 94 | -16,400 | -16.68% | Q2 2026 | Aug 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 81,606 | 1,308 | 0.04% | 0.07% | 95 | -45,899 | -36.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 77,725 | 1,245 | 0.02% | 0.02% | 96 | +7,702 | 11.0% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 77,658 | 1,244 | 0.0% | — | 97 | +77,658 | New | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | Reduced | 76,278 | 1,222 | 0.21% | 0.29% | 98 | -627 | -0.82% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | New | 75,653 | 1,212 | 0.02% | — | 99 | +75,653 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 73,053 | 1,171 | 0.0% | 0.0% | 100 | -7,308 | -9.09% | Q2 2026 | Aug 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,842 | 1,151 | 0.0% | 0.0% | 101 | +2,010 | 2.88% | Q2 2026 | Jul 28, 2026 |
| Entropy Technologies, LP | History | New | 65,587 | 1,051 | 0.04% | — | 102 | +65,587 | New | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | No change | 56,101 | 1,038 | 0.4% | 0.4% | 103 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 64,459 | 1,033 | 0.13% | 0.12% | 104 | +29,699 | 85.44% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 63,829 | 1,023 | 0.01% | 0.01% | 105 | -570 | -0.89% | Q2 2026 | Aug 03, 2026 |
| Naviter Wealth, LLC | History | Added to | 59,492 | 970 | 0.09% | 0.1% | 106 | +14,791 | 33.09% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 60,395 | 968 | 0.03% | 0.03% | 107 | +777 | 1.3% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | Added to | 56,536 | 961 | 0.0% | 0.0% | 108 | +29,082 | 105.93% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | Reduced | 59,554 | 954 | 0.0% | 0.0% | 109 | -1,060 | -1.75% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | New | 56,930 | 912 | 0.11% | — | 110 | +56,930 | New | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 56,108 | 899 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 54,386 | 887 | 0.02% | 0.02% | 112 | +2,197 | 4.21% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 55,150 | 884 | 0.01% | 0.01% | 113 | +2,186 | 4.13% | Q2 2026 | Aug 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 54,700 | 876 | 0.04% | 0.05% | 114 | +100 | 0.18% | Q2 2026 | Jul 21, 2026 |
| Walleye Capital LLC | History | Reduced | 53,669 | 860 | 0.0% | 0.02% | 115 | -211,548 | -79.76% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 52,488 | 841 | 0.06% | 0.07% | 116 | +4,955 | 10.42% | Q2 2026 | Jul 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 52,036 | 834 | 0.01% | 0.02% | 117 | -6,319 | -10.83% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,797 | 798 | 0.0% | 0.0% | 118 | -6,917 | -12.2% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,021 | 795 | 0.0% | 0.0% | 119 | +7,511 | 18.54% | Q2 2026 | Jul 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 46,692 | 748 | 0.11% | 0.13% | 120 | +3,169 | 7.28% | Q2 2026 | Jul 31, 2026 |
| SYON CAPITAL LLC | History | Reduced | 45,459 | 728 | 0.03% | 0.05% | 121 | -6,185 | -11.98% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 44,827 | 719 | 0.0% | 0.01% | 122 | -996 | -2.17% | Q2 2026 | Jul 20, 2026 |
| Engineers Gate Manager LP | History | New | 44,396 | 711 | 0.01% | — | 123 | +44,396 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 43,464 | 696 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 43,411 | 695 | 0.01% | 0.01% | 125 | -2,531 | -5.51% | Q2 2026 | Jul 14, 2026 |
| Atria Investments, Inc | History | Added to | 42,964 | 688 | 0.01% | 0.0% | 126 | +28,732 | 201.88% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 42,686 | 684 | 0.06% | 0.07% | 127 | +4,169 | 10.82% | Q2 2026 | Jul 02, 2026 |
| Regal Investment Advisors LLC | History | Added to | 42,569 | 682 | 0.04% | 0.04% | 128 | +1,767 | 4.33% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 41,957 | 672 | 0.01% | 0.01% | 129 | +744 | 1.81% | Q2 2026 | Aug 04, 2026 |
| Caprock Group, LLC | History | Reduced | 40,725 | 666 | 0.01% | 0.02% | 130 | -2,416 | -5.6% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | Added to | 40,603 | 650 | 0.11% | 0.13% | 131 | +6,504 | 19.07% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 40,282 | 645 | 0.0% | 0.0% | 132 | +14,265 | 54.83% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 39,649 | 635 | 0.03% | 0.05% | 133 | -4,142 | -9.46% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | Added to | 39,210 | 628 | 0.0% | 0.0% | 134 | +34,867 | 802.83% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 38,613 | 618 | 0.01% | — | 135 | +38,613 | New | Q2 2026 | Aug 06, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 37,820 | 606 | 0.0% | 0.0% | 137 | +9,460 | 33.36% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 37,853 | 606 | 0.0% | 0.0% | 136 | +4,754 | 14.36% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 37,097 | 594 | 0.02% | 0.03% | 138 | +4,439 | 13.59% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,883 | 591 | 0.0% | 0.0% | 139 | +7,426 | 25.21% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 34,749 | 579 | 0.0% | 0.0% | 140 | +5,805 | 20.06% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 35,173 | 563 | 0.0% | 0.0% | 141 | +10,249 | 41.12% | Q2 2026 | Jul 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 33,809 | 541 | 0.03% | 0.03% | 142 | +7,780 | 29.89% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 31,907 | 511 | 0.01% | 0.02% | 143 | -21,298 | -40.03% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,999 | 496 | 0.0% | 0.0% | 144 | -32,625 | -51.28% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 30,744 | 492 | 0.01% | 0.01% | 145 | -519 | -1.66% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 30,095 | 482 | 0.01% | 0.01% | 146 | +4,425 | 17.24% | Q2 2026 | Jul 17, 2026 |
| Ellevest, Inc. | History | Added to | 29,996 | 480 | 0.06% | 0.08% | 147 | +585 | 1.99% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 28,770 | 461 | 0.0% | 0.0% | 148 | -1,435 | -4.75% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,454 | 454 | 0.01% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,293 | 453 | 0.01% | 0.01% | 150 | +3,642 | 14.77% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 27,884 | 446 | 0.0% | 0.0% | 151 | -11,331 | -28.89% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 27,496 | 440 | 0.0% | 0.0% | 152 | -3,804 | -12.15% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 23,106 | 427 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 26,474 | 424 | 0.13% | — | 154 | +26,474 | New | Q2 2026 | Jul 17, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 25,746 | 412 | 0.09% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 25,526 | 409 | 0.13% | 0.11% | 156 | +11,621 | 83.57% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 24,709 | 396 | 0.02% | 0.02% | 157 | -1,079 | -4.18% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,721 | 393 | 0.0% | 0.0% | 158 | +11,809 | 91.46% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 24,309 | 389 | 0.01% | 0.01% | 159 | -5,476 | -18.39% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 23,560 | 384 | 0.0% | 0.0% | 160 | +674 | 2.95% | Q2 2026 | Aug 07, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 22,873 | 366 | 0.0% | 0.0% | 161 | +12,340 | 117.16% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,598 | 362 | 0.0% | 0.0% | 162 | +2,564 | 12.8% | Q2 2026 | Jul 29, 2026 |
| Arjuna Capital | History | Reduced | 22,577 | 361 | 0.08% | 0.29% | 163 | -39,618 | -63.7% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | New | 22,425 | 359 | 0.01% | — | 164 | +22,425 | New | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | New | 22,193 | 355 | 0.01% | — | 165 | +22,193 | New | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 22,050 | 353 | 0.01% | 0.01% | 166 | -1,875 | -7.84% | Q2 2026 | Aug 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 21,893 | 350 | 0.03% | 0.02% | 167 | +7,533 | 52.46% | Q2 2026 | Aug 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 21,480 | 344 | 0.03% | 0.04% | 168 | -531 | -2.41% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,332 | 341 | 0.0% | 0.0% | 169 | +3,504 | 19.65% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 20,781 | 339 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quadrature Capital Ltd | History | New | 20,870 | 334 | 0.0% | — | 171 | +20,870 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 19,966 | 320 | 0.01% | 0.02% | 172 | +2,750 | 15.97% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 19,934 | 319 | 0.0% | 0.0% | 173 | +14,429 | 262.11% | Q2 2026 | Aug 10, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 19,955 | 319 | 0.18% | 0.17% | 174 | -4,565 | -18.62% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,563 | 313 | 0.0% | 0.0% | 175 | -10,693 | -35.34% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,161 | 307 | 0.01% | 0.01% | 176 | +5,032 | 35.61% | Q2 2026 | Jul 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 19,133 | 306 | 0.02% | 0.03% | 177 | +2,963 | 18.32% | Q2 2026 | Aug 04, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 18,897 | 302 | 0.08% | 0.1% | 178 | +2,091 | 12.44% | Q2 2026 | Aug 07, 2026 |
| BSW Wealth Partners | History | Added to | 18,552 | 297 | 0.03% | 0.04% | 179 | +2,721 | 17.19% | Q2 2026 | Jul 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 18,110 | 290 | 0.01% | 0.02% | 180 | -355 | -1.92% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 17,800 | 289 | 0.01% | 0.01% | 181 | +4,265 | 31.51% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | New | 18,000 | 288 | 0.0% | — | 182 | +18,000 | New | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 17,872 | 286 | 0.0% | — | 184 | +17,872 | New | Q2 2026 | Sep 08, 2026 |
| Independent Advisor Alliance | History | Added to | 17,885 | 286 | 0.01% | 0.0% | 183 | +6,096 | 51.71% | Q2 2026 | Aug 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 17,738 | 284 | 0.04% | — | 185 | +17,738 | New | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 17,600 | 282 | 0.0% | 0.0% | 186 | +2,300 | 15.03% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,619 | 282 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Family Investments, Inc. | History | Added to | 17,557 | 281 | 0.08% | 0.1% | 188 | +1,951 | 12.5% | Q2 2026 | Aug 10, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 17,190 | 280 | 0.06% | 0.07% | 189 | +852 | 5.21% | Q2 2026 | Jul 30, 2026 |
| Keenan, LLC | History | No change | 17,513 | 280 | 0.2% | 0.27% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,441 | 279 | 0.0% | 0.0% | 191 | -2,809 | -13.87% | Q2 2026 | Aug 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 17,230 | 276 | 0.06% | 0.08% | 192 | +596 | 3.58% | Q2 2026 | Jul 31, 2026 |
| PDS Planning, Inc | History | Added to | 17,116 | 274 | 0.02% | 0.02% | 193 | +1,130 | 7.07% | Q2 2026 | Aug 05, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 16,991 | 272 | 0.0% | 0.0% | 194 | +3,416 | 25.16% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 16,880 | 270 | 0.0% | 0.0% | 195 | +2,520 | 17.55% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 16,724 | 268 | 0.0% | 0.0% | 196 | -16,206 | -49.21% | Q2 2026 | Aug 18, 2026 |
| Ascent Group, LLC | History | Added to | 16,734 | 268 | 0.01% | 0.01% | 197 | +1,142 | 7.32% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 16,089 | 257 | 0.01% | 0.01% | 198 | -9,807 | -37.87% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | Reduced | 15,816 | 253 | 0.01% | 0.02% | 199 | -1,635 | -9.37% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 15,484 | 248 | 0.0% | 0.0% | 200 | -1,571 | -9.21% | Q2 2026 | Jul 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 15,044 | 241 | 0.03% | 0.02% | 201 | +5,023 | 50.12% | Q2 2026 | Jul 27, 2026 |
| Invesco Ltd. | History | Reduced | 15,000 | 240 | 0.0% | 0.0% | 202 | -3,485 | -18.85% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 14,674 | 235 | 0.0% | 0.0% | 203 | +595 | 4.23% | Q2 2026 | Aug 11, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 14,633 | 234 | 0.18% | 0.23% | 204 | +446 | 3.14% | Q2 2026 | Jul 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 12,522 | 231 | 0.0% | 0.0% | 205 | +1,780 | 16.57% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 14,357 | 230 | 0.01% | 0.01% | 206 | -234 | -1.6% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 14,302 | 229 | 0.0% | 0.0% | 207 | +4,253 | 42.32% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 14,194 | 227 | 0.1% | 0.13% | 208 | +2,702 | 23.51% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | Reduced | 14,069 | 225 | 0.01% | 0.01% | 209 | -1,165 | -7.65% | Q2 2026 | Jul 09, 2026 |
| GAMMA Investing LLC | History | Added to | 13,837 | 221 | 0.01% | 0.01% | 210 | +1,338 | 10.7% | Q2 2026 | Jul 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 13,597 | 217 | 0.01% | 0.02% | 211 | -2,335 | -14.66% | Q2 2026 | Jul 29, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,484 | 216 | 0.01% | — | 213 | +13,484 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 13,516 | 216 | 0.0% | 0.0% | 212 | +783 | 6.15% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,997 | 208 | 0.0% | 0.0% | 214 | -1,546 | -10.63% | Q2 2026 | Jul 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 12,648 | 206 | 0.04% | 0.04% | 215 | +1,502 | 13.48% | Q2 2026 | Jul 21, 2026 |
| CWM, LLC | History | No change | 10,958 | 202 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,343 | 198 | 0.01% | — | 217 | +12,343 | New | Q2 2026 | Aug 06, 2026 |
| Frec Markets, Inc. | History | Added to | 12,323 | 197 | 0.02% | 0.04% | 218 | +793 | 6.88% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 12,250 | 196 | 0.0% | 0.0% | 219 | +1,273 | 11.6% | Q2 2026 | Aug 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,256 | 195 | 0.01% | 0.01% | 220 | -319 | -2.54% | Q2 2026 | Jul 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 11,939 | 191 | 0.03% | 0.04% | 221 | -9 | -0.08% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,890 | 190 | 0.0% | — | 222 | +11,890 | New | Q2 2026 | Jul 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,757 | 188 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qtron Investments LLC | History | No change | 11,757 | 188 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Five Oceans Advisors | History | No change | 11,648 | 186 | 0.06% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 10,029 | 185 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stonebrook Private Inc. | History | New | 11,484 | 184 | 0.03% | — | 227 | +11,484 | New | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 11,436 | 183 | 0.0% | 0.0% | 228 | +1,302 | 12.85% | Q2 2026 | Aug 10, 2026 |
| Optas, LLC | History | New | 11,030 | 176 | 0.02% | — | 229 | +11,030 | New | Q2 2026 | Jul 21, 2026 |
| Arista Wealth Management, LLC | History | No change | 10,961 | 175 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 10,703 | 171 | 0.0% | — | 231 | +10,703 | New | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | New | 10,561 | 169 | 0.0% | — | 232 | +10,561 | New | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 10,292 | 166 | 0.0% | 0.0% | 233 | +7,397 | 255.51% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,378 | 166 | 0.0% | 0.0% | 234 | +297 | 2.95% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 10,332 | 165 | 0.0% | 0.0% | 235 | -5,115 | -33.11% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | New | 10,285 | 164 | 0.0% | — | 236 | +10,285 | New | Q2 2026 | Jul 20, 2026 |
| Ariadne Wealth Management, LP | History | New | 10,190 | 163 | 0.07% | — | 239 | +10,190 | New | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,178 | 163 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,178 | 163 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 10,165 | 162 | 0.0% | — | 240 | +10,165 | New | Q2 2026 | Aug 04, 2026 |
| Valeo Financial Advisors, LLC | History | New | 10,141 | 162 | 0.0% | — | 241 | +10,141 | New | Q2 2026 | Jul 08, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 10,000 | 160 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Blue Trust, Inc. | History | Added to | 9,807 | 157 | 0.0% | 0.0% | 243 | +3,395 | 52.95% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 9,764 | 156 | 0.0% | 0.0% | 244 | -153 | -1.54% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 9,333 | 149 | 0.0% | 0.0% | 245 | +2,521 | 37.01% | Q2 2026 | Aug 12, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 8,370 | 134 | 0.08% | 0.11% | 246 | -70 | -0.83% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,200 | 131 | 0.0% | 0.0% | 247 | -1,546 | -15.86% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,036 | 128 | 0.0% | 0.0% | 248 | -71 | -0.88% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | Added to | 7,796 | 125 | 0.02% | 0.02% | 249 | +192 | 2.52% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,531 | 120 | 0.0% | 0.0% | 250 | -228 | -2.94% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,170 | 114 | 0.01% | 0.01% | 251 | +574 | 8.7% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 7,065 | 113 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,747 | 108 | 0.0% | 0.0% | 253 | +5,008 | 287.98% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 6,656 | 106 | 0.01% | — | 254 | +6,656 | New | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | Added to | 4,792 | 76 | 0.0% | 0.0% | 255 | +3,551 | 286.14% | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | No change | 4,649 | 74 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 4,453 | 71 | 0.07% | 0.21% | 257 | -5,838 | -56.73% | Q2 2026 | Aug 05, 2026 |
| Erste Asset Management GmbH | History | No change | 3,674 | 68 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | Added to | 3,638 | 58 | 0.01% | 0.01% | 259 | +1,057 | 40.95% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 3,583 | 57 | 0.01% | 0.01% | 260 | +2,388 | 199.83% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,361 | 53 | 0.0% | 0.0% | 261 | -154 | -4.38% | Q2 2026 | Aug 05, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 3,240 | 51 | 0.01% | 0.02% | 262 | -90 | -2.7% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,908 | 46 | 0.01% | 0.01% | 263 | +268 | 10.15% | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,702 | 43 | 0.0% | 0.0% | 264 | +142 | 5.55% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,562 | 41 | 0.0% | 0.0% | 265 | +1,794 | 233.59% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Reduced | 2,393 | 38 | 0.0% | 0.0% | 266 | -144 | -5.68% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 2,322 | 37 | 0.02% | 0.01% | 267 | +1,235 | 113.62% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,285 | 36 | 0.0% | 0.0% | 269 | +817 | 55.65% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,272 | 36 | 0.0% | 0.0% | 268 | -102 | -4.3% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 2,108 | 33 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,796 | 29 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Avengers, Inc. | History | Reduced | 1,750 | 28 | 0.01% | 0.02% | 273 | -750 | -30.0% | Q2 2026 | Aug 18, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,791 | 28 | 0.0% | 0.0% | 272 | +98 | 5.79% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,787 | 28 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,723 | 27 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Perspectives, Inc | History | No change | 1,437 | 23 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,413 | 22 | 0.0% | 0.0% | 277 | -406 | -22.32% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,313 | 21 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,204 | 19 | 0.0% | 0.0% | 281 | -1,387 | -53.53% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,227 | 19 | 0.0% | 0.0% | 280 | +202 | 19.71% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,238 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,204 | 19 | 0.01% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 1,081 | 17 | 0.01% | 0.01% | 284 | +275 | 34.12% | Q2 2026 | Jul 22, 2026 |
| UMB Bank, n.a. | History | No change | 1,117 | 17 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 883 | 14 | 0.01% | — | 286 | +883 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Reduced | 885 | 14 | 0.0% | 0.0% | 285 | -194 | -17.98% | Q2 2026 | Jul 20, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 814 | 13 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 797 | 12 | 0.0% | 0.0% | 288 | -6,876 | -89.61% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 779 | 12 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 693 | 11 | 0.0% | — | 292 | +693 | New | Q2 2026 | Jul 07, 2026 |
| Kilter Group LLC | History | Reduced | 693 | 11 | 0.0% | 0.01% | 291 | -249 | -26.43% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 679 | 11 | 0.0% | 0.0% | 290 | +64 | 10.41% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | New | 602 | 9 | 0.0% | — | 294 | +602 | New | Q2 2026 | Jul 28, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 548 | 9 | 0.0% | 0.0% | 293 | -32 | -5.52% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 553 | 8 | 0.01% | 0.0% | 299 | +349 | 171.08% | Q2 2026 | Aug 28, 2026 |
| MOTCO | History | Added to | 516 | 8 | 0.0% | 0.0% | 296 | +115 | 28.68% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 534 | 8 | 0.0% | 0.0% | 297 | -75 | -12.32% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 535 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 518 | 8 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 457 | 7 | 0.0% | 0.0% | 300 | -620 | -57.57% | Q2 2026 | Aug 05, 2026 |