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 | No change | 4,837,439 | 165,005 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,932,979 | 65,933 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,657,703 | 55,203 | 0.01% | 0.01% | 3 | +89,412 | 5.7% | Q3 2026 | Nov 04, 2026 |
| Harvey Partners, LLC | History | No change | 1,326,075 | 45,232 | 3.1% | 3.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,309,296 | 44,660 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,305,065 | 44,515 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,303,973 | 44,478 | 0.53% | 0.53% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 1,186,720 | 40,479 | 2.43% | 2.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trigran Investments, Inc. | History | No change | 1,164,206 | 39,711 | 7.28% | 7.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,134,628 | 38,702 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 894,091 | 30,497 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 818,634 | 27,928 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 815,661 | 27,822 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 750,954 | 25,615 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 593,195 | 20,233 | 0.16% | 0.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 578,429 | 19,730 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 541,027 | 18,454 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 531,451 | 18,127 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 467,597 | 15,949 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 364,110 | 12,419 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 325,465 | 11,101 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 316,449 | 10,794 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 292,767 | 9,986 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 280,508 | 9,568 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 270,446 | 9,224 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 254,713 | 8,688 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 248,729 | 8,484 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 236,772 | 8,045 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Divisar Capital Management LLC | History | No change | 228,972 | 7,810 | 1.8% | 1.8% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 227,235 | 7,641 | 0.01% | 0.01% | 30 | -44,930 | -16.51% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 208,826 | 7,352 | 0.0% | 0.0% | 31 | -1,681 | -0.8% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 201,607 | 6,876 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 199,898 | 6,818 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 193,019 | 6,427 | 0.0% | 0.0% | 34 | +27,349 | 16.51% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 175,982 | 6,002 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 169,883 | 5,657 | 0.0% | 0.0% | 36 | +17,428 | 11.43% | Q3 2026 | Nov 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 161,190 | 5,498 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 158,243 | 5,269 | 0.78% | 0.48% | 38 | +50,273 | 46.56% | Q3 2026 | Oct 19, 2026 |
| Man Group plc | History | No change | 146,465 | 4,995 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 141,583 | 4,829 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 129,695 | 4,424 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 127,821 | 4,359 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 126,521 | 4,315 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 124,102 | 4,233 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 118,406 | 4,038 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 116,977 | 3,990 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 107,256 | 3,658 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 106,260 | 3,624 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edenbrook Capital, LLC | History | No change | 95,436 | 3,255 | 0.66% | 0.66% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 95,000 | 3,240 | 2.49% | 2.49% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 86,960 | 2,895 | 0.23% | 0.22% | 51 | +5,219 | 6.38% | Q3 2026 | Oct 19, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 81,300 | 2,773 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bastion Asset Management Inc. | History | Reduced | 81,497 | 2,731 | 1.19% | 3.25% | 53 | -207,434 | -71.79% | Q3 2026 | Nov 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 78,262 | 2,669 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 76,631 | 2,613 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 76,303 | 2,602 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 75,667 | 2,519 | 0.53% | 0.49% | 57 | +12,350 | 19.51% | Q3 2026 | Oct 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 73,359 | 2,502 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 71,083 | 2,424 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | No change | 70,952 | 2,420 | 1.45% | 1.45% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 69,953 | 2,386 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 65,500 | 2,234 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,056 | 2,082 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 59,900 | 2,043 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 58,700 | 2,002 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 54,051 | 1,843 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 50,000 | 1,705 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | No change | 49,097 | 1,674 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 48,995 | 1,671 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 47,637 | 1,625 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 46,402 | 1,582 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 46,048 | 1,570 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 42,807 | 1,460 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 39,160 | 1,335 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,879 | 1,327 | 0.0% | 0.0% | 75 | +18,421 | 85.85% | Q3 2026 | Nov 05, 2026 |
| Front Street Capital Management, Inc. | History | No change | 38,440 | 1,311 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 37,998 | 1,296 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 38,780 | 1,291 | 0.11% | 0.1% | 78 | +2,972 | 8.3% | Q3 2026 | Oct 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 37,178 | 1,268 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,032 | 1,223 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | New | 36,321 | 1,209 | 0.28% | — | 81 | +36,321 | New | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 34,215 | 1,167 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 33,040 | 1,127 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 32,767 | 1,117 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 32,558 | 1,110 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,033 | 1,024 | 0.0% | 0.0% | 86 | 0 | 0.0% | 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 | No change | 28,622 | 976 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,264 | 964 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 28,253 | 940 | 0.09% | — | 90 | +28,253 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 26,436 | 901 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 25,537 | 871 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 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 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,490 | 869 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 25,136 | 858 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 25,524 | 849 | 0.47% | 0.43% | 96 | +2,046 | 8.71% | Q3 2026 | Oct 19, 2026 |
| Tidal Investments LLC | History | No change | 23,651 | 806 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 23,521 | 802 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 23,241 | 793 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 23,263 | 793 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 23,071 | 786 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 22,826 | 778 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 20,520 | 699 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,354 | 694 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 19,280 | 657 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,529 | 650 | 0.0% | 0.0% | 106 | -609 | -3.02% | Q3 2026 | Nov 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 19,102 | 636 | 0.03% | 0.03% | 107 | -856 | -4.29% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 18,796 | 626 | 0.0% | 0.0% | 108 | -605 | -3.12% | Q3 2026 | Oct 22, 2026 |
| Morningstar Investment Management LLC | History | No change | 21,933 | 609 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 17,854 | 608 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verition Fund Management LLC | History | No change | 17,794 | 606 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,790 | 606 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 17,700 | 604 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 17,200 | 586 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,528 | 584 | 0.0% | 0.0% | 115 | +5,158 | 35.89% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Reduced | 16,405 | 582 | 0.0% | 0.0% | 116 | -4,876 | -22.91% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | Added to | 16,855 | 561 | 0.0% | 0.0% | 117 | +73 | 0.43% | Q3 2026 | Nov 05, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 16,182 | 538 | 0.01% | 0.01% | 118 | +304 | 1.91% | Q3 2026 | Nov 05, 2026 |
| State of Wyoming | History | Reduced | 15,790 | 525 | 0.04% | 0.06% | 119 | -713 | -4.32% | Q3 2026 | Oct 28, 2026 |
| OP Asset Management Ltd | History | No change | 15,594 | 519 | 0.0% | 0.01% | 120 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 15,000 | 511 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 14,391 | 491 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 13,803 | 469 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 14,010 | 467 | 0.03% | — | 124 | +14,010 | New | Q3 2026 | Oct 22, 2026 |
| Entropy Technologies, LP | History | No change | 13,589 | 463 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 13,400 | 457 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 13,322 | 454 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 13,040 | 444 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,100 | 436 | 0.01% | 0.01% | 130 | -300 | -2.24% | Q3 2026 | Oct 20, 2026 |
| ICON ADVISERS INC/CO | History | No change | 12,800 | 436 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,714 | 428 | 0.0% | 0.0% | 131 | +2,516 | 22.47% | Q3 2026 | Oct 28, 2026 |
| INCEPTIONR LLC | History | No change | 12,459 | 424 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 12,678 | 422 | 0.01% | 0.02% | 133 | -14,664 | -53.63% | Q3 2026 | Oct 16, 2026 |
| Odyssean, LLC | History | No change | 12,376 | 422 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 12,223 | 416 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,070 | 411 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,959 | 407 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 11,780 | 401 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 27, 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 | No change | 11,487 | 391 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jain Global LLC | History | No change | 10,802 | 368 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 10,647 | 363 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,276 | 350 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 9,870 | 336 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 9,915 | 330 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,659 | 329 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,381 | 319 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 9,098 | 302 | 0.01% | 0.01% | 148 | -15 | -0.16% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,438 | 287 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,299 | 283 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Arizona State Retirement System | History | Added to | 8,429 | 280 | 0.0% | 0.0% | 151 | +183 | 2.22% | Q3 2026 | Nov 03, 2026 |
| VIKING FUND MANAGEMENT LLC | History | New | 8,000 | 266 | 0.02% | — | 153 | +8,000 | New | Q3 2026 | Oct 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 7,799 | 266 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,965 | 265 | 0.0% | 0.0% | 154 | -294 | -3.56% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,753 | 264 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,843 | 261 | 0.0% | 0.0% | 156 | -265 | -3.27% | Q3 2026 | Oct 22, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 7,815 | 260 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,572 | 258 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,521 | 256 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,362 | 251 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 7,363 | 251 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 7,355 | 244 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,234 | 240 | 0.0% | 0.0% | 163 | -38 | -0.52% | Q3 2026 | Nov 03, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 7,656 | 232 | 0.03% | — | 165 | +7,656 | New | Q3 2026 | Oct 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,813 | 232 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,929 | 230 | 0.0% | 0.0% | 166 | -100 | -1.42% | Q3 2026 | Oct 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 6,718 | 229 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,699 | 228 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,600 | 225 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,503 | 221 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,388 | 217 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,326 | 209 | 0.0% | 0.0% | 172 | -5,322 | -45.69% | Q3 2026 | Oct 15, 2026 |
| Leonteq Securities AG | History | Reduced | 5,988 | 199 | 0.01% | 0.01% | 173 | -272 | -4.35% | Q3 2026 | Oct 29, 2026 |
| Palouse Capital Management, Inc. | History | No change | 4,822 | 164 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,199 | 143 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,063 | 135 | 0.0% | 0.0% | 176 | +14 | 0.35% | Q3 2026 | Oct 23, 2026 |
| Guinness Atkinson Asset Management Inc | History | No change | 4,044 | 134 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 4,000 | 133 | 0.0% | — | 178 | +4,000 | New | Q3 2026 | Oct 23, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 3,885 | 132 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,405 | 113 | 0.0% | 0.0% | 180 | +126 | 3.84% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,386 | 112 | 0.0% | 0.0% | 181 | +1 | 0.03% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,802 | 95 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,650 | 90 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,629 | 89 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,524 | 84 | 0.0% | 0.0% | 185 | -1,226 | -32.69% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,729 | 58 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,577 | 52 | 0.0% | — | 187 | +1,577 | New | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 1,386 | 47 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,362 | 45 | 0.0% | 0.0% | 189 | -6 | -0.44% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | No change | 1,352 | 45 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,129 | 38 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,129 | 37 | 0.0% | 0.0% | 192 | -44 | -3.75% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | No change | 1,091 | 37 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,018 | 35 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 33 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 865 | 29 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 735 | 25 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 719 | 24 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 661 | 22 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 606 | 20 | 0.0% | 0.0% | 201 | +80 | 15.21% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 601 | 20 | 0.0% | 0.0% | 200 | -21 | -3.38% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 590 | 19 | 0.0% | 0.0% | 202 | -93 | -13.62% | Q3 2026 | Oct 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 549 | 18 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 539 | 17 | 0.0% | 0.0% | 204 | -7 | -1.28% | Q3 2026 | Oct 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 460 | 15 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Covestor Ltd | History | Added to | 408 | 14 | 0.01% | 0.01% | 206 | +120 | 41.67% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 398 | 13 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 255 | 8 | 0.0% | 0.0% | 210 | +12 | 4.94% | Q3 2026 | Nov 04, 2026 |
| SouthState Bank Corp | History | No change | 238 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 257 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 188 | 6 | 0.0% | 0.0% | 211 | +29 | 18.24% | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 166 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 167 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 153 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WealthCollab, LLC | History | No change | 161 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 169 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 122 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 124 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 141 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Aquatic Capital Management LLC | History | No change | 140 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Avion Wealth | History | No change | 98 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Optiver Holding B.V. | History | No change | 112 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Caldwell Trust Co | History | No change | 90 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 58 | 1 | 0.0% | — | 239 | +58 | New | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | New | 47 | 1 | 0.0% | — | 235 | +47 | New | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 40 | 1 | 0.0% | — | 237 | +40 | New | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 39 | 1 | 0.0% | — | 236 | +39 | New | Q3 2026 | Oct 21, 2026 |
| Burk Holdings LLC | History | New | 37 | 1 | 0.0% | — | 238 | +37 | New | Q3 2026 | Nov 04, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 53 | 1 | 0.0% | 0.0% | 231 | +13 | 32.5% | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 34 | 1 | 0.0% | — | 228 | +12 | 54.55% | Q3 2026 | Oct 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 36 | 1 | 0.0% | 0.0% | 227 | +4 | 12.5% | Q3 2026 | Oct 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 233 | +3 | 8.33% | Q3 2026 | Oct 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 50 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -246,758 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -35,516 | -100.0% | Q3 2026 | Nov 05, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Pacific Center for Financial Services | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 19 | 0 | — | — | — | +3 | 18.75% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q3 2026 | Oct 09, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 05, 2026 |
| Davis Capital Management | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 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% | Q3 2026 | Oct 29, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |