Gentherm Inc - THRM
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 | 4,837,439 | 165,005 | 0.0% | 0.0% | 1 | +140,543 | 2.99% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,932,979 | 65,933 | 0.0% | 0.0% | 2 | +128,973 | 7.15% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,568,291 | 53,494 | 0.01% | 0.01% | 3 | +93,798 | 6.36% | Q2 2026 | Aug 11, 2026 |
| Harvey Partners, LLC | History | Added to | 1,326,075 | 45,232 | 3.1% | 2.73% | 4 | +92,575 | 7.51% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 1,309,296 | 44,660 | 0.0% | 0.0% | 5 | +66,015 | 5.31% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,305,065 | 44,515 | 0.0% | 0.0% | 6 | +24,063 | 1.88% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 1,303,973 | 44,478 | 0.53% | 0.37% | 7 | +379,884 | 41.11% | Q2 2026 | Aug 12, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 1,186,720 | 40,479 | 2.43% | 1.99% | 8 | -4,845 | -0.41% | Q2 2026 | Aug 12, 2026 |
| Trigran Investments, Inc. | History | Reduced | 1,164,206 | 39,711 | 7.28% | 8.96% | 9 | -184,163 | -13.66% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,134,628 | 38,702 | 0.11% | 0.11% | 10 | -38,672 | -3.3% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 894,091 | 30,497 | 0.01% | 0.01% | 11 | +131,652 | 17.27% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 818,634 | 27,928 | 0.0% | 0.0% | 12 | +47,482 | 6.16% | Q2 2026 | Aug 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 815,661 | 27,822 | 0.08% | 0.09% | 13 | -153,132 | -15.81% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 750,954 | 25,615 | 0.01% | 0.0% | 14 | +268,219 | 55.56% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 593,195 | 20,233 | 0.16% | 0.13% | 15 | +103,060 | 21.03% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 578,429 | 19,730 | 0.01% | 0.01% | 16 | +23,788 | 4.29% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 541,027 | 18,454 | 0.0% | 0.0% | 17 | +359,197 | 197.55% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 531,451 | 18,127 | 0.0% | 0.0% | 18 | +83,036 | 18.52% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 467,597 | 15,949 | 0.0% | 0.0% | 19 | -54,043 | -10.36% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 364,110 | 12,419 | 0.0% | 0.0% | 20 | +24,140 | 7.1% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 325,465 | 11,101 | 0.0% | 0.0% | 21 | -42,974 | -11.66% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 316,449 | 10,794 | 0.0% | 0.0% | 22 | +13,276 | 4.38% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 292,767 | 9,986 | 0.0% | 0.0% | 23 | -15,003 | -4.87% | Q2 2026 | Aug 14, 2026 |
| Bastion Asset Management Inc. | History | Added to | 288,931 | 9,587 | 3.25% | 1.89% | 24 | +78,725 | 37.45% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Added to | 280,508 | 9,568 | 0.0% | 0.0% | 25 | +150,986 | 116.57% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 272,165 | 9,327 | 0.01% | 0.01% | 26 | +18,640 | 7.35% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 270,446 | 9,224 | 0.21% | 0.16% | 27 | +64,000 | 31.0% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 254,713 | 8,688 | 0.08% | 0.07% | 28 | +17,561 | 7.4% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 248,729 | 8,484 | 0.01% | 0.01% | 29 | -210,213 | -45.8% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 246,758 | 8,416 | 0.01% | — | 30 | +246,758 | New | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 236,772 | 8,045 | 0.0% | 0.0% | 31 | +99,241 | 72.16% | Q2 2026 | Aug 12, 2026 |
| Divisar Capital Management LLC | History | Added to | 228,972 | 7,810 | 1.8% | 1.13% | 32 | +70,000 | 44.03% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 210,507 | 7,180 | 0.0% | 0.0% | 33 | -565 | -0.27% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 201,607 | 6,876 | 0.0% | 0.0% | 34 | +5,834 | 2.98% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 199,898 | 6,818 | 0.0% | 0.0% | 35 | +119,321 | 148.08% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 175,982 | 6,002 | 0.01% | 0.01% | 36 | -95,482 | -35.17% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 165,670 | 5,651 | 0.0% | 0.0% | 37 | +1,386 | 0.84% | Q2 2026 | Aug 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 161,190 | 5,498 | 0.01% | 0.01% | 38 | +52,135 | 47.81% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 152,455 | 5,200 | 0.0% | 0.0% | 39 | +15,611 | 11.41% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 146,465 | 4,995 | 0.01% | 0.01% | 40 | +23,831 | 19.43% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 141,583 | 4,829 | 0.08% | 0.02% | 41 | +111,543 | 371.31% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 129,695 | 4,424 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Added to | 127,821 | 4,359 | 0.02% | 0.01% | 43 | +91,522 | 252.13% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 126,521 | 4,315 | 0.01% | 0.01% | 44 | -114,995 | -47.61% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 124,102 | 4,233 | 0.0% | 0.0% | 45 | +11,341 | 10.06% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 118,406 | 4,038 | 0.0% | 0.0% | 46 | +5,086 | 4.49% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 116,977 | 3,990 | 0.0% | 0.0% | 47 | +4,438 | 3.94% | Q2 2026 | Aug 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 107,970 | 3,682 | 0.48% | 0.5% | 48 | -5,168 | -4.57% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 107,256 | 3,658 | 0.0% | 0.0% | 49 | -2,615 | -2.38% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 106,260 | 3,624 | 0.09% | 0.07% | 50 | +8,226 | 8.39% | Q2 2026 | Aug 13, 2026 |
| Edenbrook Capital, LLC | History | New | 95,436 | 3,255 | 0.66% | — | 51 | +95,436 | New | Q2 2026 | Aug 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Reduced | 95,000 | 3,240 | 2.49% | 2.6% | 52 | -5,000 | -5.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 81,741 | 2,788 | 0.22% | 0.2% | 53 | +8,137 | 11.06% | Q2 2026 | Jul 16, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 81,300 | 2,773 | 0.01% | 0.01% | 54 | -14,193 | -14.86% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,262 | 2,669 | 0.0% | 0.0% | 55 | -7,590 | -8.84% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Reduced | 76,631 | 2,613 | 0.0% | 0.0% | 56 | -16,592 | -17.8% | Q2 2026 | Aug 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 76,303 | 2,602 | 0.23% | 0.2% | 57 | -443 | -0.58% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 73,359 | 2,502 | 0.0% | 0.0% | 58 | -33,221 | -31.17% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 71,083 | 2,424 | 0.0% | 0.0% | 59 | +11,600 | 19.5% | Q2 2026 | Sep 02, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | New | 70,952 | 2,420 | 1.45% | — | 60 | +70,952 | New | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 69,953 | 2,386 | 0.0% | 0.0% | 61 | -42 | -0.06% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 65,500 | 2,234 | 0.0% | — | 62 | +65,500 | New | Q2 2026 | Aug 12, 2026 |
| Bridge City Capital, LLC | History | Reduced | 63,317 | 2,159 | 0.49% | 0.5% | 63 | -1,684 | -2.59% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 61,056 | 2,082 | 0.0% | 0.0% | 64 | +2,730 | 4.68% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 59,900 | 2,043 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 58,700 | 2,002 | 0.01% | 0.0% | 66 | +15,672 | 36.42% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 54,051 | 1,843 | 0.0% | 0.0% | 67 | +10,204 | 23.27% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | New | 50,000 | 1,705 | 0.0% | — | 68 | +50,000 | New | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | New | 49,097 | 1,674 | 0.15% | — | 69 | +49,097 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 48,995 | 1,671 | 0.02% | — | 70 | +48,995 | New | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,637 | 1,625 | 0.0% | 0.0% | 71 | +3,279 | 7.39% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 46,402 | 1,582 | 0.0% | — | 72 | +46,402 | New | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | Added to | 46,048 | 1,570 | 0.13% | 0.11% | 73 | +1,142 | 2.54% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 42,807 | 1,460 | 0.01% | 0.02% | 74 | -26,318 | -38.07% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 39,160 | 1,335 | 0.0% | 0.0% | 75 | -8,398 | -17.66% | Q2 2026 | Aug 12, 2026 |
| Front Street Capital Management, Inc. | History | New | 38,440 | 1,311 | 0.15% | — | 76 | +38,440 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 37,998 | 1,296 | 0.0% | 0.0% | 77 | -279,980 | -88.05% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 37,178 | 1,268 | 0.0% | 0.0% | 78 | +11,440 | 44.45% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,032 | 1,223 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 35,808 | 1,221 | 0.1% | 0.05% | 80 | +16,871 | 89.09% | Q2 2026 | Jul 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 35,516 | 1,211 | 0.01% | — | 81 | +35,516 | New | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 34,215 | 1,167 | 0.0% | 0.0% | 82 | +5,557 | 19.39% | Q2 2026 | Aug 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 33,040 | 1,127 | 0.0% | 0.0% | 83 | +711 | 2.2% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 32,767 | 1,117 | 0.27% | 0.34% | 84 | -9,368 | -22.23% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 32,558 | 1,110 | 0.0% | 0.0% | 85 | +20,110 | 161.55% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,033 | 1,024 | 0.0% | 0.0% | 86 | +17,534 | 140.28% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,756 | 980 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 28,622 | 976 | 0.0% | 0.0% | 88 | +14,341 | 100.42% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 28,264 | 964 | 0.0% | 0.0% | 89 | -1,812 | -6.02% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 27,342 | 932 | 0.02% | 0.01% | 90 | +12,779 | 87.75% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 26,436 | 901 | 0.01% | 0.01% | 91 | -139 | -0.52% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 25,537 | 871 | 0.0% | 0.0% | 92 | +191 | 0.75% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 25,490 | 869 | 0.0% | 0.0% | 94 | -491 | -1.89% | Q2 2026 | Aug 03, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 25,500 | 869 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 25,136 | 858 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 23,651 | 806 | 0.0% | 0.0% | 96 | +2,030 | 9.39% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | Added to | 23,521 | 802 | 0.0% | 0.0% | 97 | +6,938 | 41.84% | Q2 2026 | Aug 03, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 23,478 | 800 | 0.43% | 0.4% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 23,241 | 793 | 0.0% | 0.0% | 99 | -277,180 | -92.26% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 23,263 | 793 | 0.0% | 0.0% | 100 | -773 | -3.22% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | New | 23,071 | 786 | 0.01% | — | 101 | +23,071 | New | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,826 | 778 | 0.0% | 0.0% | 102 | +2,926 | 14.7% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,458 | 731 | 0.0% | 0.0% | 103 | +840 | 4.07% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 21,281 | 725 | 0.0% | 0.0% | 104 | +9,059 | 74.12% | Q2 2026 | Aug 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 20,520 | 699 | 0.0% | 0.0% | 105 | +8,985 | 77.89% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,354 | 694 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,138 | 687 | 0.0% | 0.0% | 107 | -210 | -1.03% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 19,958 | 680 | 0.03% | 0.04% | 108 | +1,296 | 6.94% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 19,401 | 662 | 0.0% | 0.0% | 109 | +1,590 | 8.93% | Q2 2026 | Jul 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 19,280 | 657 | 0.0% | 0.0% | 110 | +739 | 3.99% | Q2 2026 | Aug 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 21,933 | 609 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,854 | 608 | 0.0% | 0.0% | 112 | +4,225 | 31.0% | Q2 2026 | Aug 06, 2026 |
| Verition Fund Management LLC | History | New | 17,794 | 606 | 0.0% | — | 114 | +17,794 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,790 | 606 | 0.0% | 0.0% | 113 | +590 | 3.43% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 17,700 | 604 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | Added to | 17,200 | 586 | 0.01% | 0.0% | 116 | +8,380 | 95.01% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 16,782 | 572 | 0.0% | 0.0% | 117 | +5,524 | 49.07% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Added to | 16,503 | 562 | 0.06% | 0.03% | 118 | +6,786 | 69.84% | Q2 2026 | Aug 06, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 15,878 | 541 | 0.01% | 0.01% | 119 | -1,741 | -9.88% | Q2 2026 | Aug 12, 2026 |
| OP Asset Management Ltd | History | Reduced | 15,594 | 531 | 0.01% | 0.01% | 120 | -4,967 | -24.16% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,370 | 514 | 0.0% | 0.0% | 121 | +2,192 | 18.0% | Q2 2026 | Jul 15, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 15,000 | 511 | 0.01% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 14,391 | 491 | 0.0% | — | 123 | +14,391 | New | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 13,803 | 469 | 0.0% | 0.0% | 124 | -12,129 | -46.77% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | New | 13,589 | 463 | 0.02% | — | 125 | +13,589 | New | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Reduced | 13,400 | 457 | 0.0% | 0.01% | 127 | -7,691 | -36.47% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,400 | 457 | 0.01% | 0.01% | 126 | -100 | -0.74% | Q2 2026 | Jul 21, 2026 |
| SG Americas Securities, LLC | History | New | 13,322 | 454 | 0.0% | — | 128 | +13,322 | New | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 13,040 | 444 | 0.01% | 0.01% | 129 | -247 | -1.86% | Q2 2026 | Aug 13, 2026 |
| ICON ADVISERS INC/CO | History | New | 12,800 | 436 | 0.08% | — | 130 | +12,800 | New | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | Added to | 12,459 | 424 | 0.1% | 0.06% | 131 | +3,948 | 46.39% | Q2 2026 | Aug 10, 2026 |
| Odyssean, LLC | History | New | 12,376 | 422 | 0.07% | — | 132 | +12,376 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 12,223 | 416 | 0.0% | 0.0% | 133 | -3,464 | -22.08% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,070 | 411 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,959 | 407 | 0.0% | 0.0% | 135 | +1,757 | 17.22% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 11,780 | 401 | 0.0% | 0.0% | 136 | +3,565 | 43.4% | Q2 2026 | Aug 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,391 | 399 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,648 | 396 | 0.0% | 0.0% | 138 | -4,944 | -29.8% | Q2 2026 | Jul 20, 2026 |
| GABELLI FUNDS LLC | History | No change | 11,500 | 392 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | Added to | 11,487 | 391 | 0.01% | 0.01% | 140 | +55 | 0.48% | Q2 2026 | Jul 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 11,198 | 381 | 0.0% | 0.0% | 141 | -697 | -5.86% | Q2 2026 | Jul 22, 2026 |
| Jain Global LLC | History | New | 10,802 | 368 | 0.0% | — | 142 | +10,802 | New | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,647 | 363 | 0.0% | 0.0% | 143 | -23,397 | -68.73% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 10,276 | 350 | 0.0% | 0.0% | 144 | -164,957 | -94.14% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 9,915 | 338 | 0.0% | 0.0% | 145 | -1,823 | -15.53% | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | New | 9,870 | 336 | 0.0% | — | 146 | +9,870 | New | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 9,659 | 329 | 0.0% | — | 147 | +9,659 | New | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,381 | 319 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 9,113 | 310 | 0.01% | — | 149 | +9,113 | New | Q2 2026 | Jul 23, 2026 |
| ProShare Advisors LLC | History | New | 8,800 | 300 | 0.0% | — | 150 | +8,800 | New | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,438 | 287 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 8,299 | 283 | 0.0% | 0.0% | 152 | +50 | 0.61% | Q2 2026 | Sep 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,259 | 282 | 0.0% | 0.0% | 153 | -517 | -5.89% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Reduced | 8,246 | 281 | 0.0% | 0.0% | 154 | -139 | -1.66% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,108 | 276 | 0.0% | 0.0% | 155 | -16 | -0.2% | Q2 2026 | Jul 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 7,799 | 266 | 0.02% | — | 157 | +7,799 | New | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 7,815 | 266 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,753 | 264 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,572 | 258 | 0.0% | 0.0% | 159 | -1,317 | -14.82% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 7,521 | 256 | 0.0% | 0.0% | 160 | -192 | -2.49% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | New | 7,400 | 252 | 0.01% | — | 161 | +7,400 | New | Q2 2026 | Jul 30, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 7,363 | 251 | 0.02% | — | 163 | +7,363 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 7,362 | 251 | 0.0% | — | 162 | +7,362 | New | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 7,355 | 250 | 0.01% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,272 | 248 | 0.0% | 0.0% | 165 | -267 | -3.54% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 7,029 | 239 | 0.0% | 0.0% | 166 | +100 | 1.44% | Q2 2026 | Jul 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 6,813 | 232 | 0.0% | — | 167 | +6,813 | New | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 6,718 | 229 | 0.0% | 0.0% | 168 | +4,385 | 187.96% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,699 | 228 | 0.0% | 0.0% | 169 | +6,383 | 2019.94% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,600 | 225 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,503 | 221 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 6,388 | 217 | 0.02% | 0.02% | 172 | -2,515 | -28.25% | Q2 2026 | Jul 31, 2026 |
| Leonteq Securities AG | History | Added to | 6,260 | 213 | 0.01% | 0.01% | 173 | +971 | 18.36% | Q2 2026 | Jul 27, 2026 |
| CWM, LLC | History | No change | 6,018 | 167 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 4,822 | 164 | 0.1% | 0.08% | 175 | +600 | 14.21% | Q2 2026 | Jul 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,199 | 143 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 4,049 | 138 | 0.0% | 0.0% | 177 | -80 | -1.94% | Q2 2026 | Jul 23, 2026 |
| Guinness Atkinson Asset Management Inc | History | No change | 4,044 | 137 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 3,885 | 132 | 0.02% | — | 179 | +3,885 | New | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,750 | 127 | 0.0% | 0.0% | 180 | +1,871 | 99.57% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,385 | 115 | 0.0% | 0.0% | 181 | +1,949 | 135.72% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,279 | 111 | 0.0% | 0.0% | 182 | -193 | -5.56% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,802 | 95 | 0.0% | 0.0% | 183 | +256 | 10.05% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,650 | 90 | 0.0% | 0.0% | 184 | +610 | 29.9% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,629 | 89 | 0.0% | 0.0% | 185 | -550 | -17.3% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,729 | 58 | 0.0% | 0.0% | 186 | +147 | 9.29% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,386 | 47 | 0.0% | 0.0% | 187 | +1,283 | 1245.63% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,368 | 46 | 0.0% | 0.0% | 188 | +434 | 46.47% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 1,352 | 46 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,173 | 40 | 0.0% | 0.0% | 190 | +36 | 3.17% | Q2 2026 | Jul 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,129 | 38 | 0.0% | 0.0% | 191 | +26 | 2.36% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | Added to | 1,091 | 37 | 0.0% | 0.0% | 192 | +66 | 6.44% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,018 | 35 | 0.0% | 0.0% | 193 | +148 | 17.01% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 34 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 865 | 29 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 735 | 25 | 0.0% | 0.0% | 196 | -41 | -5.28% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | New | 719 | 24 | 0.01% | — | 197 | +719 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 683 | 23 | 0.0% | 0.0% | 198 | +77 | 12.71% | Q2 2026 | Jul 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 661 | 22 | 0.01% | 0.0% | 199 | -21 | -3.08% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 622 | 21 | 0.0% | 0.0% | 200 | -377 | -37.74% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 549 | 18 | 0.0% | 0.0% | 201 | -237 | -30.15% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | Added to | 546 | 18 | 0.0% | 0.0% | 202 | +41 | 8.12% | Q2 2026 | Jul 21, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 526 | 17 | 0.0% | 0.0% | 203 | +142 | 36.98% | Q2 2026 | Jul 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 460 | 15 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 398 | 13 | 0.0% | 0.0% | 205 | +76 | 23.6% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 288 | 10 | 0.01% | 0.0% | 207 | +51 | 21.52% | Q2 2026 | Aug 07, 2026 |
| Pacific Center for Financial Services | History | No change | 300 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 257 | 8 | 0.0% | 0.0% | 209 | -690 | -72.86% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 243 | 8 | 0.0% | 0.0% | 210 | +12 | 5.19% | Q2 2026 | Jul 24, 2026 |
| SouthState Bank Corp | History | No change | 238 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 167 | 5 | 0.0% | 0.0% | 212 | -30,139 | -99.45% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | New | 153 | 5 | 0.0% | — | 216 | +153 | New | Q2 2026 | Sep 08, 2026 |
| Essential Partners LLC | History | Reduced | 159 | 5 | 0.0% | 0.0% | 215 | -45 | -22.06% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 166 | 5 | 0.0% | 0.0% | 211 | +19 | 12.93% | Q2 2026 | Jul 31, 2026 |
| WealthCollab, LLC | History | No change | 161 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 169 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 140 | 4 | 0.0% | 0.01% | 221 | -7,248 | -98.11% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 122 | 4 | 0.0% | 0.0% | 218 | -125 | -50.61% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 141 | 4 | 0.0% | 0.0% | 220 | +102 | 261.54% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 136 | 4 | 0.0% | 0.0% | 217 | +58 | 74.36% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | Added to | 124 | 4 | 0.0% | 0.0% | 219 | +1 | 0.81% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | New | 112 | 3 | 0.0% | — | 225 | +112 | New | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | No change | 98 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caldwell Trust Co | History | No change | 90 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marquette Asset Management, LLC | History | New | 68 | 2 | 0.0% | — | 226 | +68 | New | Q2 2026 | Jul 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 50 | 1 | 0.0% | — | 232 | +50 | New | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 33 | 1 | 0.0% | — | 233 | +33 | New | Q2 2026 | Aug 11, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 39 | 1 | 0.0% | — | 228 | +24 | 160.0% | Q2 2026 | Jul 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 32 | 1 | 0.0% | — | 227 | -2 | -5.88% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 40 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -349,918 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -107,892 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -94,165 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -81,628 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,159 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,066 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,629 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,036 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,249 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,268 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,491 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.14% | — | -13,108 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,323 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,002 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,214 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,349 | -99.85% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -832 | -100.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | Reduced | 20 | 0 | — | 0.0% | — | -77 | -79.38% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16 | 0 | — | — | — | -19 | -54.29% | Q2 2026 | Aug 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Jul 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 5 | 0 | — | — | — | -14 | -73.68% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 27 | 0 | — | — | — | -8 | -22.86% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 10, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 26 | 0 | — | — | — | +7 | 36.84% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q2 2026 | Jul 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | 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 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Trust Co | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MidFirst Bank | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |