Triumph Financial, Inc. - TFIN
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 | 3,394,337 | 259,021 | 0.0% | 0.0% | 1 | +86,351 | 2.61% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | Added to | 1,472,643 | 112,377 | 0.0% | 0.0% | 2 | +20,530 | 1.41% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,423,285 | 108,610 | 0.34% | 0.34% | 3 | -541,290 | -27.55% | Q2 2026 | Aug 13, 2026 |
| AltraVue Capital, LLC | History | Reduced | 1,404,817 | 107,201 | 7.73% | 7.36% | 4 | -26,900 | -1.88% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,300,194 | 99,218 | 0.17% | 0.15% | 5 | -39,182 | -2.93% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,019,619 | 77,807 | 0.0% | — | 6 | +1,019,619 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 898,978 | 68,601 | 0.0% | — | 7 | +898,978 | New | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 839,369 | 64,051 | 0.01% | 0.01% | 8 | +7,223 | 0.87% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 687,181 | 52,438 | 0.01% | 0.01% | 9 | +40,676 | 6.29% | Q2 2026 | Sep 02, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 642,731 | 49,046 | 0.15% | 0.15% | 10 | -120,485 | -15.79% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 586,991 | 44,793 | 0.02% | 0.01% | 11 | +108,540 | 22.69% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 584,333 | 44,590 | 0.42% | 0.4% | 12 | -60,444 | -9.37% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 579,887 | 44,260 | 0.0% | 0.0% | 13 | +33,028 | 6.04% | Q2 2026 | Aug 12, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Reduced | 508,548 | 38,807 | 0.31% | 0.2% | 14 | -30,279 | -5.62% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 501,324 | 38,256 | 0.0% | 0.0% | 15 | +41,236 | 8.96% | Q2 2026 | Aug 14, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 483,810 | 36,919 | 2.34% | 2.26% | 16 | -39,441 | -7.54% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Reduced | 353,851 | 27,002 | 5.54% | 5.03% | 17 | -151 | -0.04% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 291,556 | 22,248 | 0.0% | 0.0% | 18 | +348 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | New | 280,000 | 21,366 | 0.1% | — | 19 | +280,000 | New | Q2 2026 | Aug 14, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Added to | 255,000 | 19,459 | 6.4% | 2.4% | 20 | +144,341 | 130.44% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 236,195 | 18,024 | 0.0% | 0.0% | 21 | -2,005 | -0.84% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 233,834 | 17,843 | 0.0% | 0.0% | 22 | -102,579 | -30.49% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 209,339 | 15,974 | 0.0% | 0.0% | 23 | -58,958 | -21.97% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 202,006 | 15,415 | 0.0% | 0.0% | 24 | +7,057 | 3.62% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 171,188 | 13,063 | 0.42% | 0.4% | 25 | -8,734 | -4.85% | Q2 2026 | Jul 17, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 171,003 | 13,049 | 0.05% | 0.04% | 26 | +16,704 | 10.83% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | Added to | 169,000 | 12,896 | 0.01% | 0.0% | 27 | +139,874 | 480.24% | Q2 2026 | Aug 03, 2026 |
| Hodges Capital Management Inc. | History | Added to | 162,265 | 12,382 | 0.82% | 0.34% | 28 | +93,300 | 135.29% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 158,925 | 12,127 | 0.01% | 0.01% | 29 | +5,850 | 3.82% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 156,168 | 11,917 | 0.0% | — | 30 | +156,168 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 151,406 | 11,553 | 0.0% | 0.0% | 31 | +111,998 | 284.2% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 132,714 | 10,127 | 0.84% | 0.72% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 131,509 | 10,036 | 0.0% | 0.0% | 33 | +28,375 | 27.51% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 129,121 | 9,853 | 0.01% | 0.01% | 34 | +1,400 | 1.1% | Q2 2026 | Jul 29, 2026 |
| NFC Investments, LLC | History | Reduced | 127,238 | 9,710 | 2.47% | 2.12% | 35 | -295 | -0.23% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 125,462 | 9,574 | 0.0% | 0.0% | 36 | +3,249 | 2.66% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 123,375 | 9,414 | 0.01% | 0.01% | 37 | -50,270 | -28.95% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 117,136 | 8,938 | 1.48% | 1.3% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 111,676 | 8,521 | 0.0% | 0.0% | 39 | +78,878 | 240.5% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 111,417 | 8,502 | 0.0% | 0.0% | 40 | +5,098 | 4.8% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 109,951 | 8,390 | 0.0% | 0.0% | 41 | -221 | -0.2% | Q2 2026 | Aug 04, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 107,836 | 8,228 | 0.34% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 107,207 | 8,180 | 0.0% | 0.0% | 43 | +2,838 | 2.72% | Q2 2026 | Aug 03, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 93,217 | 7,113 | 4.47% | 4.2% | 44 | -24,283 | -20.67% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 92,470 | 7,056 | 0.0% | 0.0% | 45 | -177,295 | -65.72% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 91,420 | 6,976 | 0.01% | — | 46 | +91,420 | New | Q2 2026 | Aug 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 89,525 | 6,831 | 4.06% | 3.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Reduced | 81,781 | 6,240 | 1.26% | 1.91% | 48 | -28,746 | -26.01% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 81,443 | 6,214 | 0.01% | 0.0% | 49 | +40,938 | 101.07% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | New | 78,423 | 5,984 | 0.22% | — | 50 | +78,423 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 77,607 | 5,922 | 0.02% | 0.02% | 51 | -3,305 | -4.08% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 76,403 | 5,831 | 0.0% | 0.0% | 52 | +14,874 | 24.17% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 76,078 | 5,805 | 0.16% | — | 53 | +76,078 | New | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 72,500 | 5,532 | 0.02% | 0.01% | 54 | +47,736 | 192.76% | Q2 2026 | Aug 14, 2026 |
| Sippican Capital Advisors | History | Reduced | 70,198 | 5,356 | 3.27% | 2.87% | 55 | -225 | -0.32% | Q2 2026 | Jul 22, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 68,384 | 5,218 | 0.02% | 0.02% | 56 | -25,231 | -26.95% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 66,480 | 5,073 | 0.0% | 0.0% | 57 | -5,322 | -7.41% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 65,151 | 4,971 | 0.0% | 0.01% | 58 | -32,664 | -33.39% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 64,022 | 4,885 | 0.0% | 0.0% | 59 | +14,258 | 28.65% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 57,465 | 4,385 | 0.0% | 0.0% | 60 | -5,746 | -9.09% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 55,399 | 4,227 | 0.01% | 0.01% | 61 | -2,124 | -3.69% | Q2 2026 | Aug 14, 2026 |
| Womack Financial LLC | History | Added to | 52,381 | 3,997 | 2.64% | 2.27% | 62 | +626 | 1.21% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 50,877 | 3,882 | 0.0% | 0.0% | 63 | +34,834 | 217.13% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Reduced | 50,188 | 3,829 | 0.0% | 0.0% | 64 | -111 | -0.22% | Q2 2026 | Aug 14, 2026 |
| Empirical Capital Management, LLC | History | Added to | 50,001 | 3,816 | 1.04% | 1.09% | 65 | +19,551 | 64.21% | Q2 2026 | Jul 20, 2026 |
| Orchard Capital Management, LLC | History | Added to | 49,633 | 3,787 | 3.69% | 2.17% | 66 | +14,812 | 42.54% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 45,300 | 3,456 | 0.0% | 0.0% | 67 | +800 | 1.8% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,804 | 3,418 | 0.01% | 0.0% | 68 | +4,604 | 11.45% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Reduced | 44,381 | 3,386 | 0.0% | 0.0% | 69 | -173 | -0.39% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Companies, Inc. | History | New | 41,557 | 3,171 | 0.51% | — | 70 | +41,557 | New | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 40,802 | 3,113 | 0.0% | 0.0% | 71 | +10,632 | 35.24% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 39,983 | 3,051 | 0.05% | — | 72 | +39,983 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 39,310 | 2,999 | 0.0% | 0.0% | 73 | -277 | -0.7% | Q2 2026 | Aug 13, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 39,250 | 2,997 | 2.0% | 1.74% | 74 | -490 | -1.23% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 39,233 | 2,993 | 0.06% | 0.05% | 75 | +15,676 | 66.54% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 39,103 | 2,983 | 0.04% | 0.0% | 76 | +35,432 | 965.19% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 38,054 | 2,903 | 0.0% | 0.0% | 77 | -20,279 | -34.76% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 35,451 | 2,705 | 0.0% | — | 78 | +35,451 | New | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,096 | 2,602 | 0.0% | 0.0% | 79 | +5,399 | 18.81% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 33,313 | 2,542 | 0.0% | 0.0% | 80 | +20,323 | 156.45% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 33,224 | 2,535 | 0.01% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 32,857 | 2,507 | 0.0% | 0.0% | 82 | -25,115 | -43.32% | Q2 2026 | Aug 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 41,557 | 2,479 | 0.44% | 0.44% | 83 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 28,623 | 2,184 | 0.1% | 0.09% | 84 | +242 | 0.85% | Q2 2026 | Jul 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,297 | 1,930 | 0.0% | 0.0% | 85 | +4,250 | 20.19% | Q2 2026 | Aug 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 24,971 | 1,905 | 0.0% | 0.0% | 86 | +12,603 | 101.9% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | New | 24,563 | 1,874 | 0.0% | — | 87 | +24,563 | New | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 24,000 | 1,831 | 1.6% | 1.4% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ExodusPoint Capital Management, LP | History | New | 23,970 | 1,829 | 0.01% | — | 89 | +23,970 | New | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 23,800 | 1,816 | 0.0% | 0.0% | 90 | +315 | 1.34% | Q2 2026 | Aug 12, 2026 |
| Numerai GP LLC | History | Added to | 22,869 | 1,745 | 0.14% | 0.12% | 91 | +2,634 | 13.02% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,872 | 1,669 | 0.0% | 0.0% | 92 | +5,691 | 35.17% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 20,735 | 1,582 | 0.0% | 0.0% | 93 | -3,676 | -15.06% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 20,388 | 1,555 | 0.0% | — | 94 | +20,388 | New | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,932 | 1,547 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 20,182 | 1,540 | 0.0% | 0.01% | 96 | -9,490 | -31.98% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 19,963 | 1,523 | 0.01% | 0.01% | 97 | -4,937 | -19.83% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,895 | 1,518 | 0.0% | 0.0% | 98 | -5,928 | -22.96% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | Added to | 19,372 | 1,478 | 0.03% | 0.03% | 99 | +76 | 0.39% | Q2 2026 | Aug 05, 2026 |
| PEAK6 LLC | History | New | 18,213 | 1,389 | 0.0% | — | 100 | +18,213 | New | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 18,151 | 1,385 | 0.0% | 0.0% | 101 | +4,443 | 32.41% | Q2 2026 | Aug 14, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 17,600 | 1,343 | 0.26% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,550 | 1,329 | 0.0% | 0.0% | 103 | -2,852 | -14.7% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,975 | 1,296 | 0.0% | 0.0% | 104 | -1,418 | -7.71% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 15,934 | 1,215 | 0.0% | 0.0% | 105 | +1,511 | 10.48% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,013 | 1,136 | 0.0% | 0.02% | 106 | -102,499 | -87.22% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 14,690 | 1,120 | 0.01% | 0.01% | 107 | -2,056 | -12.28% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 13,474 | 1,028 | 0.0% | 0.0% | 108 | +1,184 | 9.63% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,283 | 1,013 | 0.0% | 0.0% | 109 | +2,144 | 19.25% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,684 | 891 | 0.01% | 0.01% | 110 | +365 | 3.22% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 11,600 | 884 | 0.0% | 0.0% | 111 | -95 | -0.81% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 10,729 | 818 | 0.0% | — | 112 | +10,729 | New | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,607 | 809 | 0.0% | 0.0% | 113 | +6,609 | 165.31% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,604 | 809 | 0.0% | 0.0% | 114 | -64 | -0.6% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 10,269 | 784 | 0.0% | — | 115 | +10,269 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,900 | 755 | 0.01% | 0.01% | 116 | -100 | -1.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | Reduced | 9,335 | 712 | 0.0% | 0.0% | 117 | -79,468 | -89.49% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 9,267 | 707 | 0.0% | 0.0% | 118 | +2,835 | 44.08% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,141 | 697 | 0.0% | 0.0% | 119 | +4,127 | 82.31% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 9,078 | 692 | 0.0% | 0.0% | 120 | -203 | -2.19% | Q2 2026 | Sep 09, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,993 | 686 | 0.0% | — | 121 | +8,993 | New | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | New | 8,601 | 656 | 0.16% | — | 122 | +8,601 | New | Q2 2026 | Aug 13, 2026 |
| Commerce Advisors, LLC | History | No change | 8,225 | 627 | 0.34% | 0.41% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,269 | 613 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 7,785 | 594 | 0.0% | 0.08% | 125 | -142,215 | -94.81% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,448 | 568 | 0.01% | 0.01% | 126 | -3,776 | -33.64% | Q2 2026 | Jul 20, 2026 |
| Kings Path Partners LLC | History | No change | 7,255 | 553 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookwood Investment Group LLC | History | New | 7,000 | 534 | 0.06% | — | 128 | +7,000 | New | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 6,821 | 520 | 0.0% | 0.0% | 129 | +615 | 9.91% | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | Reduced | 6,467 | 493 | 0.01% | 0.01% | 130 | -1,254 | -16.24% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,370 | 486 | 0.0% | 0.0% | 131 | -1,197 | -15.82% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 6,231 | 475 | 0.0% | 0.0% | 132 | +935 | 17.65% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 6,237 | 475 | 0.0% | 0.0% | 133 | +32 | 0.52% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,193 | 472 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,157 | 469 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,089 | 465 | 0.0% | 0.0% | 136 | -422 | -6.48% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,086 | 464 | 0.0% | 0.0% | 137 | +2,006 | 49.17% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,030 | 460 | 0.01% | 0.0% | 138 | -3 | -0.05% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,675 | 433 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,421 | 414 | 0.0% | 0.0% | 140 | +751 | 16.08% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,417 | 413 | 0.0% | — | 141 | +5,417 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,363 | 409 | 0.0% | 0.0% | 142 | -227 | -4.06% | Q2 2026 | Jul 17, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,173 | 394 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,154 | 393 | 0.0% | — | 144 | +5,154 | New | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,149 | 392 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brooklyn Investment Group | History | No change | 6,429 | 383 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 4,886 | 372 | 0.0% | 0.0% | 147 | +1,314 | 36.79% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 4,826 | 368 | 0.0% | 0.0% | 148 | +1,165 | 31.82% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,800 | 366 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,706 | 359 | 0.0% | 0.0% | 150 | -33 | -0.7% | Q2 2026 | Aug 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,700 | 359 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 4,612 | 351 | 0.03% | 0.03% | 152 | -47 | -1.01% | Q2 2026 | Jul 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,486 | 342 | 0.0% | 0.0% | 153 | +495 | 12.4% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,400 | 335 | 0.0% | — | 154 | +4,400 | New | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | New | 4,293 | 327 | 0.0% | — | 155 | +4,293 | New | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | New | 4,166 | 317 | 0.01% | — | 156 | +4,166 | New | Q2 2026 | Aug 14, 2026 |
| Gibbs Wealth Management | History | No change | 5,222 | 311 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | New | 4,030 | 307 | 0.01% | — | 158 | +4,030 | New | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 3,956 | 301 | 0.02% | — | 159 | +3,956 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 3,724 | 284 | 0.0% | 0.0% | 160 | +27 | 0.73% | Q2 2026 | Aug 07, 2026 |
| Red Door Wealth Management, LLC | History | No change | 3,725 | 284 | 0.03% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,657 | 279 | 0.0% | 0.0% | 162 | -231 | -5.94% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,455 | 264 | 0.0% | 0.0% | 163 | -1,268 | -26.85% | Q2 2026 | Jul 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,290 | 251 | 0.0% | 0.0% | 164 | -242 | -6.85% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | New | 3,288 | 250 | 0.0% | — | 166 | +3,288 | New | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | Reduced | 3,287 | 250 | 0.0% | 0.0% | 165 | -2,125 | -39.26% | Q2 2026 | Aug 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,259 | 248 | 0.0% | 0.0% | 167 | -199 | -5.75% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,157 | 240 | 0.0% | 0.0% | 168 | -3,966 | -55.68% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | New | 3,423 | 233 | 0.0% | — | 169 | +3,423 | New | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,044 | 232 | 0.0% | — | 170 | +3,044 | New | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | New | 3,013 | 229 | 0.0% | — | 171 | +3,013 | New | Q2 2026 | Aug 27, 2026 |
| Pictet Asset Management Holding SA | History | New | 3,004 | 229 | 0.0% | — | 172 | +3,004 | New | Q2 2026 | Jul 30, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 3,000 | 228 | 0.02% | — | 173 | +3,000 | New | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 2,957 | 225 | 0.0% | — | 174 | +2,957 | New | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,863 | 218 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | New | 2,827 | 215 | 0.0% | — | 177 | +2,827 | New | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,822 | 215 | 0.0% | 0.0% | 176 | +84 | 3.07% | Q2 2026 | Aug 14, 2026 |
| Welch Group, LLC | History | New | 2,644 | 201 | 0.01% | — | 178 | +2,644 | New | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | New | 2,255 | 172 | 0.01% | — | 179 | +2,255 | New | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,099 | 160 | 0.0% | 0.0% | 180 | +202 | 10.65% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,032 | 155 | 0.0% | 0.0% | 181 | +308 | 17.87% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,698 | 129 | 0.0% | 0.0% | 182 | +12 | 0.71% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,632 | 124 | 0.0% | 0.0% | 183 | +152 | 10.27% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,539 | 117 | 0.0% | 0.0% | 184 | +6 | 0.39% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | New | 1,376 | 105 | 0.0% | — | 185 | +1,376 | New | Q2 2026 | Sep 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 696 | 53 | 0.01% | 0.0% | 186 | +7 | 1.02% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 543 | 41 | 0.0% | 0.0% | 187 | +110 | 25.4% | Q2 2026 | Jul 07, 2026 |
| Quantbot Technologies LP | History | Reduced | 527 | 40 | 0.0% | 0.0% | 188 | -680 | -56.34% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 502 | 38 | 0.0% | — | 189 | +502 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 464 | 35 | 0.0% | 0.0% | 190 | +31 | 7.16% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 420 | 32 | 0.0% | 0.0% | 191 | +75 | 21.74% | Q2 2026 | Jul 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 358 | 28 | 0.0% | 0.0% | 192 | -51 | -12.47% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 350 | 26 | 0.0% | 0.0% | 193 | +28 | 8.7% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 448 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 297 | 22 | 0.0% | 0.0% | 195 | +152 | 104.83% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 274 | 20 | 0.0% | 0.0% | 197 | -207 | -43.04% | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | No change | 272 | 20 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 252 | 19 | 0.0% | 0.0% | 198 | -6 | -2.33% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 243 | 18 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 216 | 16 | 0.0% | 0.0% | 200 | +8 | 3.85% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Park Place Capital Corp | History | No change | 200 | 15 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 190 | 14 | 0.0% | 0.0% | 203 | +133 | 233.33% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 174 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 161 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 149 | 11 | 0.0% | — | 206 | +149 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 132 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | New | 122 | 9 | 0.0% | — | 208 | +122 | New | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | New | 110 | 8 | 0.0% | — | 209 | +110 | New | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 92 | 7 | 0.01% | 0.01% | 212 | -33 | -26.4% | Q2 2026 | Jul 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 103 | 7 | 0.0% | 0.0% | 210 | -2 | -1.9% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 84 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 71 | 5 | 0.0% | — | 216 | +67 | 1675.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Added to | 75 | 5 | 0.0% | 0.0% | 215 | +10 | 15.38% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 78 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 59 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 43 | 3 | 0.0% | 0.0% | 219 | +7 | 19.44% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 41 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | New | 35 | 2 | 0.0% | — | 223 | +35 | New | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 36 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bare Financial Services, Inc | History | No change | 33 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 19 | 1 | 0.0% | 0.0% | 225 | +1 | 5.56% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 14 | 1 | 0.0% | — | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Luxor Capital Group, LP | History | Closed out | 0 | 0 | — | 0.97% | — | -232,299 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -97,819 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | Closed out | 0 | 0 | — | 3.48% | — | -37,988 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.32% | — | -14,193 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -12,374 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,957 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,871 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -6,250 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,230 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |