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 | No change | 19,297,680 | 309,341 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 9,599,302 | 153,876 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 6,994,924 | 112,128 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 6,050,771 | 96,993 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,125,032 | 82,154 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 4,539,347 | 72,765 | 0.51% | 0.51% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,732,924 | 59,838 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,688,166 | 59,121 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,568,000 | 41,165 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,207,432 | 35,385 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,114,912 | 33,902 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,049,467 | 32,852 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 1,823,884 | 29,236 | 3.34% | 3.34% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,740,313 | 27,897 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,674,005 | 26,834 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,598,174 | 25,617 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,525,686 | 24,456 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,402,650 | 22,484 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,150,820 | 18,447 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,050,698 | 16,842 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 927,028 | 14,860 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 911,319 | 14,608 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 761,694 | 13,855 | 0.18% | 0.16% | 23 | -22,141 | -2.82% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Added to | 708,295 | 12,883 | 0.01% | 0.01% | 24 | +123,518 | 21.12% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 769,000 | 12,327 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 744,916 | 11,903 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 722,863 | 11,587 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 714,143 | 11,447 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 692,900 | 11,107 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 679,950 | 10,901 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABC ARBITRAGE SA | History | New | 564,472 | 10,267 | 1.01% | — | 31 | +564,472 | New | Q3 2026 | Oct 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 619,021 | 9,922 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 584,560 | 9,370 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 555,228 | 8,900 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 511,336 | 8,196 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 436,514 | 7,940 | 0.09% | 0.07% | 36 | +71,261 | 19.51% | Q3 2026 | Nov 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 485,733 | 7,786 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 466,714 | 7,481 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFM Health Sciences, LP | History | No change | 444,173 | 7,120 | 0.61% | 0.61% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 432,956 | 6,940 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 408,739 | 6,552 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 376,858 | 6,041 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 372,752 | 5,975 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 351,770 | 5,638 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 300,375 | 5,463 | 0.0% | 0.0% | 45 | -96,082 | -24.24% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Reduced | 289,107 | 5,258 | 0.01% | 0.01% | 46 | -25,580 | -8.13% | Q3 2026 | Oct 21, 2026 |
| Mariner, LLC | History | No change | 308,157 | 4,939 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 307,312 | 4,926 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 278,706 | 4,467 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 275,000 | 4,408 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 269,650 | 4,322 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 268,328 | 4,301 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | Added to | 233,245 | 4,242 | 1.03% | 0.91% | 53 | +5,257 | 2.31% | Q3 2026 | Oct 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 251,735 | 4,035 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 239,306 | 3,843 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 209,352 | 3,808 | 0.0% | 0.0% | 56 | +51,387 | 32.53% | Q3 2026 | Nov 04, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 200,000 | 3,638 | 0.06% | 0.05% | 57 | +8,000 | 4.17% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 211,534 | 3,390 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | Added to | 183,106 | 3,330 | 0.47% | 0.4% | 59 | +15,939 | 9.53% | Q3 2026 | Nov 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 206,900 | 3,316 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 180,092 | 3,275 | 0.03% | 0.02% | 61 | +61,968 | 52.46% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 204,241 | 3,273 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 191,809 | 3,074 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 191,537 | 3,070 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 166,666 | 3,031 | 0.66% | 0.56% | 65 | +6,495 | 4.06% | Q3 2026 | Oct 08, 2026 |
| Nuveen, LLC | History | No change | 174,356 | 2,794 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 167,856 | 2,690 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Callan Family Office, LLC | History | No change | 165,303 | 2,649 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 160,601 | 2,574 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 136,966 | 2,536 | 0.07% | 0.04% | 70 | +55,360 | 67.84% | Q3 2026 | Oct 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 152,678 | 2,447 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 152,601 | 2,446 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 143,998 | 2,308 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 143,921 | 2,307 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 136,772 | 2,192 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 127,525 | 2,044 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 123,374 | 1,977 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 107,610 | 1,957 | 0.55% | 0.46% | 78 | +1,761 | 1.66% | Q3 2026 | Oct 19, 2026 |
| RHUMBLINE ADVISERS | History | No change | 121,426 | 1,946 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116,008 | 1,859 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 110,838 | 1,776 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Added to | 89,766 | 1,633 | 0.08% | 0.08% | 82 | +593 | 0.66% | Q3 2026 | Oct 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 100,149 | 1,605 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 99,417 | 1,593 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 85,800 | 1,560 | 0.03% | 0.05% | 85 | -65,641 | -43.34% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 96,887 | 1,553 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 95,466 | 1,530 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 94,848 | 1,521 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | No change | 94,276 | 1,511 | 0.26% | 0.26% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walleye Trading LLC | History | No change | 92,500 | 1,482 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 81,176 | 1,476 | 0.02% | 0.02% | 91 | +3,451 | 4.44% | Q3 2026 | Oct 23, 2026 |
| Point Nemo Capital, LLC | History | New | 79,902 | 1,453 | 0.68% | — | 92 | +79,902 | New | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 87,929 | 1,409 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Neuberger Berman Group LLC | History | No change | 86,071 | 1,379 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| M&T BANK CORP | History | No change | 85,032 | 1,363 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boston Partners | History | No change | 84,903 | 1,361 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Affirmative Financial Network | History | New | 73,391 | 1,334 | 0.29% | — | 97 | +73,391 | New | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 70,722 | 1,286 | 0.0% | 0.0% | 98 | -1,120 | -1.56% | Q3 2026 | Oct 30, 2026 |
| Point72 Asset Management, L.P. | History | No change | 77,658 | 1,244 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 76,278 | 1,222 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | No change | 75,653 | 1,212 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 73,053 | 1,171 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 61,068 | 1,130 | 0.0% | 0.0% | 103 | +13,047 | 27.17% | Q3 2026 | Oct 13, 2026 |
| Entropy Technologies, LP | History | No change | 65,587 | 1,051 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 64,459 | 1,033 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 56,737 | 1,032 | 0.01% | 0.01% | 106 | +13,326 | 30.7% | Q3 2026 | Oct 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 56,607 | 1,029 | 0.01% | 0.01% | 107 | -7,222 | -11.31% | Q3 2026 | Oct 27, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 53,550 | 974 | 0.04% | 0.04% | 108 | -1,150 | -2.1% | Q3 2026 | Oct 26, 2026 |
| Naviter Wealth, LLC | History | No change | 59,492 | 970 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | No change | 60,395 | 968 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 56,536 | 961 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 59,554 | 954 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | No change | 56,930 | 912 | 0.11% | 0.11% | 113 | 0 | 0.0% | 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% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 49,160 | 894 | 0.02% | 0.01% | 115 | -2,876 | -5.53% | Q3 2026 | Oct 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 48,928 | 890 | 0.0% | 0.0% | 116 | +21,044 | 75.47% | Q3 2026 | Nov 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 54,386 | 887 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 55,150 | 884 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 48,180 | 876 | 0.06% | 0.06% | 119 | -4,308 | -8.21% | Q3 2026 | Oct 26, 2026 |
| Walleye Capital LLC | History | No change | 53,669 | 860 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Probity Advisors, Inc. | History | Added to | 47,023 | 855 | 0.12% | 0.11% | 121 | +331 | 0.71% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Added to | 46,926 | 853 | 0.01% | 0.01% | 122 | +4,969 | 11.84% | Q3 2026 | Oct 28, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 45,310 | 824 | 0.0% | 0.0% | 123 | +7,490 | 19.8% | Q3 2026 | Oct 30, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 45,101 | 820 | 0.04% | 0.03% | 124 | +5,452 | 13.75% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 49,797 | 798 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 43,260 | 786 | 0.07% | 0.06% | 126 | +574 | 1.34% | Q3 2026 | Oct 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 41,687 | 758 | 0.0% | 0.0% | 127 | -3,140 | -7.0% | Q3 2026 | Oct 26, 2026 |
| Abel Hall, LLC | History | Added to | 40,819 | 742 | 0.13% | 0.11% | 128 | +216 | 0.53% | Q3 2026 | Oct 19, 2026 |
| SYON CAPITAL LLC | History | No change | 45,459 | 728 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 44,396 | 711 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 43,464 | 696 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 38,784 | 690 | 0.0% | 0.0% | 132 | +4,035 | 11.61% | Q3 2026 | Nov 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 42,569 | 682 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 40,725 | 666 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 40,282 | 645 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 39,210 | 628 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,613 | 618 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 37,853 | 606 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 37,097 | 594 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,883 | 591 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 35,173 | 563 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 30,189 | 549 | 0.02% | 0.04% | 142 | -51,750 | -63.16% | Q3 2026 | Oct 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 33,809 | 541 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 29,095 | 529 | 0.21% | 0.13% | 144 | +3,569 | 13.98% | Q3 2026 | Oct 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 31,907 | 511 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 28,043 | 510 | 0.01% | 0.01% | 146 | -250 | -0.88% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,282 | 496 | 0.0% | 0.0% | 147 | +4,684 | 20.73% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,999 | 496 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 30,744 | 492 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 30,095 | 482 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ellevest, Inc. | History | No change | 29,996 | 480 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 25,704 | 467 | 0.09% | 0.09% | 152 | -42 | -0.16% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,420 | 462 | 0.0% | 0.0% | 153 | +4,088 | 19.16% | Q3 2026 | Oct 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 28,770 | 461 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 24,967 | 454 | 0.0% | 0.01% | 155 | -17,997 | -41.89% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 28,454 | 454 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 27,496 | 440 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,937 | 417 | 0.0% | 0.0% | 158 | -623 | -2.64% | Q3 2026 | Nov 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 24,709 | 396 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24,721 | 393 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 24,309 | 389 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 20,542 | 373 | 0.02% | 0.01% | 162 | +6,945 | 51.08% | Q3 2026 | Oct 20, 2026 |
| SYM FINANCIAL Corp | History | Added to | 20,293 | 369 | 0.03% | 0.02% | 163 | +1,160 | 6.06% | Q3 2026 | Oct 26, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 22,873 | 366 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Added to | 19,996 | 363 | 0.01% | 0.01% | 165 | +3,262 | 19.49% | Q3 2026 | Oct 30, 2026 |
| DRW Securities, LLC | History | No change | 22,425 | 359 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 22,193 | 355 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 19,460 | 353 | 0.09% | 0.08% | 168 | +563 | 2.98% | Q3 2026 | Oct 19, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 21,893 | 350 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,972 | 345 | 0.0% | 0.0% | 170 | +3,488 | 22.53% | Q3 2026 | Oct 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 20,781 | 339 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quadrature Capital Ltd | History | No change | 20,870 | 334 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,338 | 333 | 0.01% | 0.01% | 173 | +2,249 | 13.98% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19,966 | 320 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,619 | 320 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 19,934 | 319 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keenan, LLC | History | No change | 17,513 | 318 | 0.22% | 0.2% | 177 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 17,400 | 316 | 0.01% | 0.01% | 178 | +3,563 | 25.75% | Q3 2026 | Oct 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,323 | 315 | 0.03% | 0.03% | 179 | +2,279 | 15.15% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19,563 | 313 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 18,552 | 297 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trek Financial, LLC | History | Added to | 16,317 | 296 | 0.01% | 0.01% | 182 | +501 | 3.17% | Q3 2026 | Oct 29, 2026 |
| PDS Planning, Inc | History | Reduced | 16,129 | 293 | 0.02% | 0.02% | 183 | -987 | -5.77% | Q3 2026 | Nov 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 18,110 | 290 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 18,000 | 288 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 17,885 | 286 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,872 | 286 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 17,738 | 284 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 15,486 | 281 | 0.01% | 0.01% | 190 | -2,314 | -13.0% | Q3 2026 | Oct 26, 2026 |
| West Family Investments, Inc. | History | No change | 17,557 | 281 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 17,190 | 280 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,441 | 279 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 17,230 | 276 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pure Financial Advisors, LLC | History | No change | 16,991 | 272 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 16,880 | 270 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 16,724 | 268 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IMC-Chicago, LLC | History | Reduced | 14,300 | 260 | 0.0% | 0.0% | 197 | -3,300 | -18.75% | Q3 2026 | Nov 05, 2026 |
| XPONANCE LLC | History | Added to | 14,149 | 257 | 0.0% | 0.0% | 198 | +2,713 | 23.72% | Q3 2026 | Nov 03, 2026 |
| May Hill Capital, LLC | History | New | 14,050 | 255 | 0.05% | — | 199 | +14,050 | New | Q3 2026 | Nov 02, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 13,846 | 251 | 0.21% | 0.18% | 200 | -787 | -5.38% | Q3 2026 | Oct 26, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 13,706 | 249 | 0.0% | 0.0% | 201 | +5,506 | 67.15% | Q3 2026 | Nov 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,602 | 247 | 0.01% | 0.01% | 202 | -5,559 | -29.01% | Q3 2026 | Oct 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 13,343 | 242 | 0.0% | 0.0% | 203 | +1,453 | 12.22% | Q3 2026 | Oct 16, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 13,247 | 240 | 0.2% | 0.18% | 205 | -6,708 | -33.62% | Q3 2026 | Oct 29, 2026 |
| Invesco Ltd. | History | No change | 15,000 | 240 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rose Capital Advisors LLC | History | New | 13,193 | 239 | 0.06% | — | 206 | +13,193 | New | Q3 2026 | Nov 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 12,927 | 235 | 0.0% | 0.0% | 208 | +2,786 | 27.47% | Q3 2026 | Oct 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,674 | 235 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 12,522 | 231 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 14,357 | 230 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 14,302 | 229 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 14,194 | 227 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 12,160 | 221 | 0.05% | — | 214 | +12,160 | New | Q3 2026 | Oct 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 12,154 | 221 | 0.0% | — | 213 | +12,154 | New | Q3 2026 | Oct 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 13,484 | 216 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 13,516 | 216 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 11,663 | 212 | 0.0% | 0.0% | 217 | -587 | -4.79% | Q3 2026 | Nov 03, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 11,652 | 211 | 0.03% | — | 219 | +11,652 | New | Q3 2026 | Oct 09, 2026 |
| Five Oceans Advisors | History | No change | 11,648 | 211 | 0.08% | 0.06% | 218 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 11,515 | 209 | 0.03% | 0.03% | 220 | -424 | -3.55% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,997 | 208 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,391 | 207 | 0.01% | 0.01% | 222 | -865 | -7.06% | Q3 2026 | Oct 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 12,648 | 206 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arista Wealth Management, LLC | History | Added to | 10,987 | 199 | 0.02% | 0.02% | 224 | +26 | 0.24% | Q3 2026 | Oct 29, 2026 |
| DAVENPORT & Co LLC | History | New | 10,921 | 198 | 0.0% | — | 226 | +10,921 | New | Q3 2026 | Oct 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 12,343 | 198 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frec Markets, Inc. | History | No change | 12,323 | 197 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | History | New | 10,517 | 191 | 0.02% | — | 228 | +10,517 | New | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,757 | 188 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qtron Investments LLC | History | No change | 11,757 | 188 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebrook Private Inc. | History | No change | 11,484 | 184 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | No change | 11,030 | 176 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,703 | 171 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,561 | 169 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 10,292 | 166 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,378 | 166 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,332 | 165 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 9,051 | 164 | 0.02% | 0.01% | 238 | +2,395 | 35.98% | Q3 2026 | Oct 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,178 | 163 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,178 | 163 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ariadne Wealth Management, LP | History | No change | 10,190 | 163 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,165 | 162 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 10,000 | 160 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 8,760 | 159 | 0.0% | 0.01% | 244 | -13,290 | -60.27% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,764 | 156 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 9,333 | 149 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 9,261 | 148 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,881 | 143 | 0.01% | 0.01% | 249 | +711 | 9.92% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 8,922 | 143 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| REXFORD CAPITAL INC | History | No change | 8,370 | 134 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 7,100 | 129 | 0.01% | — | 251 | +7,100 | New | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,036 | 128 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | Reduced | 6,799 | 124 | 0.03% | 0.02% | 253 | -997 | -12.79% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 7,531 | 120 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 7,065 | 113 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,747 | 108 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cromwell Holdings LLC | History | New | 5,064 | 92 | 0.04% | — | 257 | +5,064 | New | Q3 2026 | Oct 28, 2026 |
| Manchester Capital Management LLC | History | No change | 4,649 | 84 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,609 | 83 | 0.0% | 0.0% | 259 | -5,198 | -53.0% | Q3 2026 | Oct 15, 2026 |
| Bayforest Capital Ltd | History | Added to | 4,526 | 82 | 0.12% | 0.07% | 260 | +73 | 1.64% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 4,792 | 76 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 3,674 | 68 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,654 | 66 | 0.01% | 0.01% | 263 | +746 | 25.65% | Q3 2026 | Oct 23, 2026 |
| True Wealth Design, LLC | History | Reduced | 3,506 | 63 | 0.01% | 0.01% | 264 | -132 | -3.63% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 3,379 | 61 | 0.02% | 0.01% | 265 | -204 | -5.69% | Q3 2026 | Oct 21, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 3,362 | 61 | 0.02% | 0.01% | 266 | +122 | 3.77% | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,297 | 58 | 0.0% | — | 267 | +3,297 | New | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,361 | 53 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,774 | 50 | 0.0% | 0.0% | 269 | +72 | 2.66% | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | No change | 2,385 | 43 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,306 | 41 | 0.0% | 0.0% | 271 | +515 | 28.75% | Q3 2026 | Oct 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,562 | 41 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 2,168 | 39 | 0.01% | — | 273 | +2,168 | New | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 2,393 | 38 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 1,895 | 34 | 0.02% | 0.02% | 275 | -427 | -18.39% | Q3 2026 | Oct 14, 2026 |
| Smithfield Trust Co | History | No change | 2,108 | 33 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,624 | 29 | 0.0% | 0.0% | 278 | +420 | 34.88% | Q3 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 1,796 | 29 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1,542 | 28 | 0.0% | 0.0% | 280 | -743 | -32.52% | Q3 2026 | Oct 26, 2026 |
| Financial Avengers, Inc. | History | No change | 1,750 | 28 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,787 | 28 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,505 | 27 | 0.0% | — | 282 | +1,505 | New | Q3 2026 | Oct 30, 2026 |
| Financial Perspectives, Inc | History | No change | 1,437 | 26 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,288 | 23 | 0.0% | — | 285 | +1,288 | New | Q3 2026 | Oct 15, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,313 | 23 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,211 | 22 | 0.01% | 0.01% | 287 | +328 | 37.15% | Q3 2026 | Nov 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,413 | 22 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,204 | 21 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,129 | 20 | 0.0% | 0.01% | 289 | -594 | -34.47% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,045 | 19 | 0.0% | 0.0% | 291 | -1,227 | -54.01% | Q3 2026 | Oct 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,227 | 19 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | New | 1,000 | 18 | 0.0% | — | 293 | +1,000 | New | Q3 2026 | Oct 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,033 | 18 | 0.0% | 0.0% | 292 | -205 | -16.56% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 1,117 | 17 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 1,081 | 17 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elyxium Wealth, LLC | History | New | 919 | 16 | 0.0% | — | 297 | +919 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 885 | 16 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 857 | 15 | 0.0% | — | 299 | +857 | New | Q3 2026 | Oct 21, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 827 | 15 | 0.0% | 0.0% | 298 | +13 | 1.6% | Q3 2026 | Oct 21, 2026 |
| Spire Wealth Management | History | No change | 779 | 14 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 729 | 13 | 0.0% | 0.0% | 301 | +664 | 1021.54% | Q3 2026 | Oct 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 709 | 12 | 0.0% | 0.0% | 304 | +308 | 76.81% | Q3 2026 | Oct 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 797 | 12 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 693 | 12 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 626 | 11 | 0.0% | 0.0% | 305 | +300 | 92.02% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Added to | 613 | 11 | 0.0% | 0.0% | 306 | +79 | 14.79% | Q3 2026 | Oct 16, 2026 |
| Kilter Group LLC | History | No change | 693 | 11 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Financial Advisors, LLC | History | New | 558 | 10 | 0.0% | — | 309 | +558 | New | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 600 | 10 | 0.0% | 0.0% | 308 | +65 | 12.15% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 516 | 9 | 0.0% | 0.0% | 312 | +252 | 95.45% | Q3 2026 | Oct 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 510 | 9 | 0.0% | 0.0% | 314 | +214 | 72.3% | Q3 2026 | Oct 19, 2026 |
| GW&K Investment Management, LLC | History | No change | 548 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 602 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 518 | 9 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 442 | 8 | 0.0% | 0.0% | 316 | +243 | 122.11% | Q3 2026 | Oct 23, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 473 | 8 | 0.0% | 0.0% | 318 | +198 | 72.0% | Q3 2026 | Oct 07, 2026 |
| MOTCO | History | No change | 516 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | No change | 488 | 8 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Financial Management LLC | History | No change | 553 | 8 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 400 | 7 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 448 | 7 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Private Wealth Management, LLC | History | New | 384 | 6 | 0.01% | — | 325 | +384 | New | Q3 2026 | Oct 19, 2026 |
| Planning Strategies Inc. | History | Added to | 345 | 6 | 0.0% | 0.0% | 324 | +109 | 46.19% | Q3 2026 | Oct 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 433 | 6 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 376 | 6 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Livelsberger Financial Advisory | History | New | 319 | 5 | 0.03% | — | 330 | +319 | New | Q3 2026 | Oct 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 329 | 5 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MACQUARIE GROUP LTD | History | No change | 324 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 352 | 5 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 328 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 266 | 4 | 0.0% | — | 339 | +266 | New | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 246 | 4 | 0.0% | — | 334 | +205 | 500.0% | Q3 2026 | Nov 03, 2026 |
| North Star Investment Management Corp. | History | No change | 226 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 296 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 251 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 307 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 259 | 4 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 235 | 4 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Evelyn Partners Group Ltd | History | No change | 272 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 219 | 3 | 0.0% | 0.0% | 347 | -81 | -27.0% | Q3 2026 | Nov 03, 2026 |
| Bangor Savings Bank | History | No change | 186 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Community Financial Services Group, LLC | History | No change | 201 | 3 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JNBA Financial Advisors | History | No change | 173 | 3 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 208 | 3 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 179 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Nemes Rush Group LLC | History | No change | 169 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| American Capital Advisory, LLC | History | No change | 177 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 236 | 3 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Breakwater Investment Management | History | Reduced | 153 | 2 | 0.0% | 0.0% | 356 | -129 | -45.74% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 167 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 2 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 147 | 2 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| High Note Wealth, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 125 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PFS Partners, LLC | History | No change | 136 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tidemark, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 163 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 109 | 1 | 0.0% | — | 377 | +109 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 100 | 1 | 0.0% | — | 379 | +100 | New | Q3 2026 | Nov 03, 2026 |
| Mondrian Investment Partners LTD | History | New | 65 | 1 | 0.0% | — | 378 | +65 | New | Q3 2026 | Oct 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 58 | 1 | 0.0% | — | 359 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CENTRAL TRUST Co | History | No change | 116 | 1 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HM PAYSON & CO | History | No change | 100 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 120 | 1 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | No change | 64 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Continuum Advisory, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gould Capital, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 109 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 74 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | No change | 66 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 106 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Burk Holdings LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 66 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 122 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Highland Investment Advisors LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -26,474 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Arjuna Capital | History | Closed out | 0 | 0 | — | 0.08% | — | -22,577 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,480 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,069 | -100.0% | Q3 2026 | Oct 14, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,285 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q3 2026 | Oct 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2026 | Oct 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2026 | Oct 15, 2026 |
| GODSEY & GIBB, INC | History | New | 43 | 0 | — | — | — | +43 | New | Q3 2026 | Oct 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -42 | -56.76% | Q3 2026 | Nov 04, 2026 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 40 | 0 | — | — | — | +40 | New | Q3 2026 | Nov 02, 2026 |
| Center for Financial Planning, Inc. | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 26, 2026 |
| StrongBox Wealth, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Nov 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Monetary Solutions, Ltd | History | Added to | 46 | 0 | — | — | — | +16 | 53.33% | Q3 2026 | Oct 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 09, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silicon Valley Capital Partners | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Bogart Wealth, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Front Row Advisors LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Collier Financial | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arlington Trust Co LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Mosley Wealth Management | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullock Wealth Management Group | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MidFirst Bank | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |