TOYOTA MOTOR CORP/ - TM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 7,202,123 | 1,212,981 | 0.36% | 0.36% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 2,456,736 | 413,764 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,382,580 | 232,854 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,123,348 | 189,194 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,021,164 | 171,984 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 800,509 | 134,821 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 682,811 | 114,999 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 568,712 | 95,782 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 494,233 | 83,244 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 436,886 | 73,580 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 414,443 | 69,800 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 391,325 | 65,906 | 0.65% | 0.65% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 372,425 | 62,723 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 322,259 | 54,275 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 314,847 | 53,952 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 315,668 | 53,164 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SRB CORP | History | No change | 291,689 | 49,126 | 2.64% | 2.64% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 286,244 | 48,209 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 281,420 | 47,396 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 255,400 | 43,014 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 239,884 | 40,399 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 230,221 | 38,773 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 219,611 | 36,986 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 206,398 | 34,523 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 196,276 | 33,656 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 197,742 | 33,303 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 197,237 | 33,218 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 174,848 | 29,448 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 161,463 | 27,193 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 161,438 | 27,189 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 148,482 | 27,186 | 0.02% | 0.01% | 31 | +35,013 | 30.86% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 145,165 | 24,448 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 137,826 | 23,212 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 131,856 | 22,207 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 127,799 | 21,523 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Twin Tree Management, LP | History | No change | 125,379 | 21,116 | 0.4% | 0.4% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 119,662 | 20,153 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 118,683 | 19,988 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 113,000 | 19,031 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 107,841 | 18,162 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Martin Investment Management, LLC | History | No change | 98,860 | 16,650 | 5.56% | 5.56% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | No change | 94,304 | 15,882 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 93,585 | 15,761 | 2.42% | 2.42% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 78,748 | 13,262 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 77,642 | 13,076 | 0.11% | 0.11% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 73,084 | 12,308 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 72,227 | 12,164 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 62,277 | 10,488 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 56,648 | 10,372 | 0.11% | 0.1% | 49 | -93 | -0.16% | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,258 | 10,317 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altrius Capital Management Inc | History | No change | 57,767 | 9,729 | 1.85% | 1.85% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 57,413 | 9,701 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 55,284 | 9,310 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 50,525 | 8,513 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GABELLI FUNDS LLC | History | No change | 49,950 | 8,412 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 43,292 | 8,169 | 0.22% | 0.11% | 56 | +20,218 | 87.62% | Q3 2026 | Oct 20, 2026 |
| SEI INVESTMENTS CO | History | No change | 47,981 | 8,081 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 47,622 | 8,020 | 0.75% | 0.75% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moran Wealth Management, LLC | History | Added to | 43,529 | 7,970 | 0.22% | 0.19% | 59 | +2,876 | 7.07% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 41,973 | 7,071 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 37,286 | 6,827 | 0.19% | 0.21% | 61 | -6,771 | -15.37% | Q3 2026 | Oct 29, 2026 |
| Amanah Holdings Trust | History | No change | 37,000 | 6,774 | 0.38% | 0.37% | 62 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 36,580 | 6,697 | 0.81% | 0.76% | 63 | +475 | 1.32% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,952 | 6,560 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 38,736 | 6,523 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 37,177 | 6,261 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOSTER & MOTLEY INC | History | No change | 37,004 | 6,232 | 0.29% | 0.29% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,504 | 5,979 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 35,000 | 5,894 | 0.81% | 0.81% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 34,443 | 5,800 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 33,575 | 5,654 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 32,865 | 5,535 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Assets Investment Management, LLC | History | No change | 30,000 | 5,493 | 0.34% | 0.31% | 73 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 32,524 | 5,477 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,519 | 5,404 | 0.01% | 0.0% | 75 | +8,947 | 43.49% | Q3 2026 | Nov 02, 2026 |
| Entropy Technologies, LP | History | No change | 31,469 | 5,300 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 27,429 | 5,022 | 0.06% | 0.07% | 77 | -4,437 | -13.92% | Q3 2026 | Nov 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 29,168 | 4,912 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 29,112 | 4,903 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 26,698 | 4,888 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cardinal Capital Management | History | Added to | 26,169 | 4,791 | 0.56% | 0.5% | 81 | +1,583 | 6.44% | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 26,030 | 4,766 | 0.04% | 0.04% | 82 | +6,153 | 30.96% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 28,084 | 4,729 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vantage Investment Partners, LLC | History | Reduced | 25,781 | 4,720 | 0.28% | 0.88% | 84 | -60,000 | -69.95% | Q3 2026 | Oct 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 27,566 | 4,642 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 24,727 | 4,527 | 0.01% | 0.01% | 86 | +6,880 | 38.55% | Q3 2026 | Oct 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 26,853 | 4,522 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 24,120 | 4,416 | 0.06% | 0.08% | 88 | -13,249 | -35.45% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,853 | 4,250 | 0.01% | 0.01% | 89 | +2,803 | 13.98% | Q3 2026 | Oct 13, 2026 |
| IFG Advisory, LLC | History | No change | 25,024 | 4,214 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Americana Partners, LLC | History | Reduced | 22,825 | 4,179 | 0.09% | 0.09% | 91 | -469 | -2.01% | Q3 2026 | Oct 28, 2026 |
| Naviter Wealth, LLC | History | No change | 24,320 | 4,096 | 0.37% | 0.37% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 24,186 | 4,073 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,940 | 4,032 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 23,408 | 3,942 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 21,251 | 3,891 | 0.05% | 0.04% | 96 | +1,670 | 8.53% | Q3 2026 | Oct 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 22,874 | 3,853 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 22,553 | 3,798 | 0.18% | 0.18% | 98 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| &PARTNERS | History | No change | 21,822 | 3,659 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| apricus wealth, LLC | History | Added to | 19,464 | 3,563 | 1.6% | 1.48% | 100 | +1,040 | 5.64% | Q3 2026 | Oct 26, 2026 |
| Corient Private Wealth LP | History | No change | 20,435 | 3,442 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,195 | 3,401 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 18,512 | 3,389 | 0.07% | 0.14% | 103 | -22,660 | -55.04% | Q3 2026 | Oct 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 19,970 | 3,363 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gold Investment Management Ltd. | History | Added to | 18,282 | 3,347 | 0.94% | 0.83% | 105 | +189 | 1.04% | Q3 2026 | Oct 19, 2026 |
| Callan Family Office, LLC | History | No change | 19,030 | 3,205 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 17,060 | 3,123 | 0.06% | 0.03% | 107 | +8,169 | 91.88% | Q3 2026 | Oct 23, 2026 |
| ABC ARBITRAGE SA | History | New | 16,725 | 3,062 | 0.3% | — | 108 | +16,725 | New | Q3 2026 | Oct 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 16,039 | 2,994 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,563 | 2,957 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 16,899 | 2,846 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 16,704 | 2,813 | 0.4% | 0.4% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 16,664 | 2,806 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 16,263 | 2,739 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 16,212 | 2,732 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16,138 | 2,717 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,972 | 2,690 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 15,896 | 2,677 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOMURA HOLDINGS INC | History | No change | 15,400 | 2,593 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 15,172 | 2,555 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 15,503 | 2,490 | 0.58% | 0.58% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M&T BANK CORP | History | No change | 14,632 | 2,464 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,025 | 2,384 | 0.0% | 0.0% | 123 | +1,104 | 9.26% | Q3 2026 | Oct 30, 2026 |
| Savant Capital, LLC | History | No change | 12,563 | 2,373 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 13,837 | 2,330 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 12,536 | 2,295 | 0.11% | 0.1% | 126 | +1,305 | 11.62% | Q3 2026 | Oct 13, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 12,450 | 2,279 | 0.08% | 0.09% | 127 | -2,875 | -18.76% | Q3 2026 | Nov 02, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 12,347 | 2,260 | 0.36% | 0.35% | 128 | +362 | 3.02% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,184 | 2,231 | 0.01% | 0.02% | 129 | -5,533 | -31.23% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,043 | 2,205 | 0.02% | 0.01% | 130 | +3,163 | 35.62% | Q3 2026 | Oct 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,601 | 2,122 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 12,554 | 2,114 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,536 | 2,111 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 12,480 | 2,101 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,128 | 2,042 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 11,139 | 2,039 | 0.07% | 0.06% | 136 | -60 | -0.54% | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,063 | 2,031 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 11,887 | 2,016 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,931 | 2,009 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,702 | 1,960 | 0.0% | 0.0% | 140 | +632 | 6.28% | Q3 2026 | Nov 02, 2026 |
| Alliance Private Wealth, LLC | History | Reduced | 10,465 | 1,916 | 0.71% | 0.7% | 141 | -1,440 | -12.1% | Q3 2026 | Oct 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 10,294 | 1,884 | 0.0% | 0.0% | 142 | +945 | 10.11% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,149 | 1,878 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 11,142 | 1,876 | 0.71% | 0.71% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 10,856 | 1,828 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 9,942 | 1,820 | 0.53% | 0.5% | 146 | -70 | -0.7% | Q3 2026 | Oct 29, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 9,922 | 1,816 | 0.99% | 0.92% | 147 | -306 | -2.99% | Q3 2026 | Oct 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,666 | 1,796 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 10,660 | 1,795 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | No change | 10,651 | 1,793 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 9,197 | 1,683 | 0.37% | 0.26% | 152 | +2,047 | 28.63% | Q3 2026 | Oct 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,196 | 1,683 | 0.0% | 0.0% | 151 | +1,226 | 15.38% | Q3 2026 | Nov 02, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 9,955 | 1,676 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 9,682 | 1,630 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,614 | 1,619 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 9,590 | 1,615 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,530 | 1,605 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | Added to | 8,744 | 1,601 | 0.03% | 0.03% | 158 | +457 | 5.51% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 9,446 | 1,590 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 8,951 | 1,507 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caprock Group, LLC | History | No change | 8,942 | 1,506 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GFS Advisors, LLC | History | Added to | 8,193 | 1,500 | 0.16% | 0.15% | 162 | +8 | 0.1% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 8,874 | 1,494 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 8,647 | 1,456 | 0.26% | 0.26% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 7,850 | 1,437 | 0.01% | 0.01% | 165 | +297 | 3.93% | Q3 2026 | Oct 28, 2026 |
| Compound Planning, Inc. | History | No change | 8,406 | 1,415 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,360 | 1,407 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,633 | 1,398 | 0.0% | 0.0% | 168 | +499 | 6.99% | Q3 2026 | Oct 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,235 | 1,386 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 7,981 | 1,344 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,952 | 1,339 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,895 | 1,328 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 7,191 | 1,316 | 0.01% | 0.01% | 173 | +430 | 6.36% | Q3 2026 | Nov 03, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,129 | 1,305 | 0.26% | 0.25% | 174 | -230 | -3.13% | Q3 2026 | Oct 30, 2026 |
| DRW Securities, LLC | History | No change | 7,566 | 1,274 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 7,537 | 1,269 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,496 | 1,262 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,861 | 1,256 | 0.01% | 0.01% | 178 | -203 | -2.87% | Q3 2026 | Oct 20, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,430 | 1,251 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,413 | 1,248 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Bank & Trust, Waco, Texas | History | Reduced | 6,810 | 1,247 | 0.2% | 0.21% | 181 | -31 | -0.45% | Q3 2026 | Oct 19, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,379 | 1,242 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Henry James International Management Inc. | History | No change | 6,738 | 1,233 | 0.37% | 0.34% | 183 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,290 | 1,228 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,245 | 1,220 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 6,544 | 1,198 | 0.43% | 0.37% | 186 | +482 | 7.95% | Q3 2026 | Oct 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,029 | 1,183 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,976 | 1,174 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 6,729 | 1,133 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,515 | 1,116 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF STOCKTON | History | Reduced | 6,056 | 1,108 | 0.33% | 0.3% | 191 | -259 | -4.1% | Q3 2026 | Oct 19, 2026 |
| Axxion S.A. | History | No change | 6,000 | 1,098 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,514 | 1,097 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 6,500 | 1,094 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 5,923 | 1,084 | 0.89% | 0.14% | 195 | +4,991 | 535.52% | Q3 2026 | Oct 27, 2026 |
| F/m Investments LLC | History | No change | 6,351 | 1,069 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Affirmative Financial Network | History | New | 5,807 | 1,063 | 0.23% | — | 197 | +5,807 | New | Q3 2026 | Oct 21, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,774 | 1,057 | 0.01% | 0.01% | 198 | -924 | -13.8% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,773 | 1,057 | 0.01% | 0.01% | 199 | +857 | 17.43% | Q3 2026 | Nov 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,088 | 1,025 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Fund Advisors, LLC | History | Reduced | 5,575 | 1,020 | 0.55% | 0.59% | 201 | -493 | -8.12% | Q3 2026 | Nov 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,944 | 1,004 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,919 | 996 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,850 | 985 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 5,822 | 980 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 5,107 | 935 | 0.05% | 0.05% | 206 | +14 | 0.27% | Q3 2026 | Oct 16, 2026 |
| IPG Investment Advisors LLC | History | Added to | 5,039 | 922 | 0.13% | 0.07% | 207 | +2,179 | 76.19% | Q3 2026 | Oct 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,985 | 912 | 0.04% | 0.01% | 208 | +780 | 18.55% | Q3 2026 | Oct 21, 2026 |
| Hudson Portfolio Management LLC | History | No change | 5,388 | 907 | 0.69% | 0.69% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Added to | 4,922 | 901 | 0.05% | 0.04% | 210 | +747 | 17.89% | Q3 2026 | Nov 03, 2026 |
| Investment Research Partners LLC | History | Added to | 4,900 | 897 | 0.3% | 0.27% | 211 | +105 | 2.19% | Q3 2026 | Oct 19, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,835 | 885 | 0.0% | 0.0% | 213 | +805 | 19.98% | Q3 2026 | Oct 23, 2026 |
| True North Advisors, LLC | History | Added to | 4,836 | 885 | 0.07% | 0.07% | 212 | +245 | 5.34% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,721 | 864 | 0.0% | 0.0% | 214 | +37 | 0.79% | Q3 2026 | Oct 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,000 | 842 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,562 | 835 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CKW FINANCIAL GROUP | History | No change | 4,525 | 830 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 4,448 | 814 | 0.15% | 0.14% | 218 | +228 | 5.4% | Q3 2026 | Oct 13, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | No change | 4,722 | 795 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 4,724 | 795 | 0.27% | 0.27% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,326 | 792 | 0.01% | 0.0% | 221 | +2,773 | 178.56% | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,244 | 777 | 0.07% | 0.06% | 222 | +305 | 7.74% | Q3 2026 | Oct 01, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 4,160 | 761 | 0.06% | 0.05% | 223 | +208 | 5.26% | Q3 2026 | Oct 19, 2026 |
| Henshaw Capital LLC | History | No change | 4,151 | 760 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,093 | 749 | 0.02% | 0.01% | 226 | +835 | 25.63% | Q3 2026 | Oct 08, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 4,095 | 749 | 0.18% | 0.18% | 225 | -375 | -8.39% | Q3 2026 | Oct 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,426 | 745 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,425 | 745 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,416 | 743 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 4,369 | 735 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTRUST BANK NA | History | No change | 4,352 | 732 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 3,982 | 729 | 0.18% | 0.16% | 232 | +171 | 4.49% | Q3 2026 | Nov 02, 2026 |
| Fiera Capital Corp | History | No change | 4,301 | 724 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 4,296 | 723 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,938 | 721 | 0.02% | 0.02% | 235 | +1,107 | 39.1% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | No change | 4,253 | 716 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 3,875 | 709 | 0.16% | 0.2% | 237 | -1,658 | -29.97% | Q3 2026 | Oct 14, 2026 |
| CIBC Asset Management Inc | History | No change | 4,186 | 705 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 4,184 | 704 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 4,158 | 700 | 0.13% | 0.13% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 3,772 | 690 | 0.05% | 0.04% | 241 | +560 | 17.43% | Q3 2026 | Nov 02, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,768 | 689 | 0.1% | 0.1% | 242 | -8 | -0.21% | Q3 2026 | Oct 01, 2026 |
| MAI Capital Management | History | No change | 4,066 | 684 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | No change | 3,966 | 667 | 0.42% | 0.42% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,635 | 665 | 0.11% | 0.1% | 246 | -51 | -1.38% | Q3 2026 | Oct 27, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 3,950 | 665 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plan A Wealth LLC | History | Added to | 3,630 | 664 | 0.24% | 0.25% | 247 | +120 | 3.42% | Q3 2026 | Oct 08, 2026 |
| Summit Global Investments | History | New | 3,612 | 661 | 0.03% | — | 248 | +3,612 | New | Q3 2026 | Oct 28, 2026 |
| COMMERCE BANK | History | No change | 3,878 | 653 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 3,867 | 651 | 0.18% | 0.18% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,545 | 649 | 0.01% | 0.01% | 251 | -564 | -13.73% | Q3 2026 | Oct 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,527 | 645 | 0.06% | 0.04% | 252 | +622 | 21.41% | Q3 2026 | Oct 14, 2026 |
| Allworth Financial LP | History | No change | 3,822 | 643 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Range Financial Group LLC | History | New | 3,499 | 640 | 0.18% | — | 254 | +3,499 | New | Q3 2026 | Oct 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 3,493 | 639 | 0.19% | 0.14% | 255 | +750 | 27.34% | Q3 2026 | Oct 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,469 | 635 | 0.01% | 0.01% | 256 | -47 | -1.34% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,454 | 632 | 0.0% | 0.0% | 257 | +759 | 28.16% | Q3 2026 | Oct 16, 2026 |
| Diligent Investors, LLC | History | No change | 3,449 | 631 | 0.14% | 0.13% | 258 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PEAK6 LLC | History | No change | 3,729 | 628 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 3,699 | 623 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Abel Hall, LLC | History | New | 3,392 | 621 | 0.11% | — | 261 | +3,392 | New | Q3 2026 | Oct 19, 2026 |
| SYON CAPITAL LLC | History | No change | 3,683 | 620 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 3,673 | 618 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Added to | 3,371 | 617 | 0.14% | 0.12% | 264 | +412 | 13.92% | Q3 2026 | Oct 26, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,288 | 612 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Norway Savings Bank | History | Added to | 3,319 | 607 | 0.25% | 0.14% | 266 | +1,396 | 72.59% | Q3 2026 | Oct 20, 2026 |
| Five Oceans Advisors | History | No change | 3,316 | 607 | 0.23% | 0.18% | 267 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Optas, LLC | History | No change | 3,603 | 606 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CenterStar Asset Management, LLC | History | New | 3,300 | 604 | 0.14% | — | 270 | +3,300 | New | Q3 2026 | Oct 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 3,300 | 604 | 0.03% | 0.02% | 269 | +847 | 34.53% | Q3 2026 | Oct 20, 2026 |
| Frec Markets, Inc. | History | No change | 3,576 | 602 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | Added to | 3,277 | 600 | 0.12% | 0.09% | 272 | +836 | 34.25% | Q3 2026 | Nov 02, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 3,540 | 596 | 0.29% | 0.29% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 3,523 | 593 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,475 | 585 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | Added to | 3,065 | 561 | 0.01% | 0.0% | 276 | +969 | 46.23% | Q3 2026 | Oct 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,250 | 547 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellevest, Inc. | History | No change | 3,217 | 541 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 3,130 | 527 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 2,701 | 524 | 0.03% | 0.02% | 280 | +311 | 13.01% | Q3 2026 | Oct 21, 2026 |
| Invst, LLC | History | No change | 3,088 | 520 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 2,836 | 519 | 0.17% | 0.16% | 282 | +176 | 6.62% | Q3 2026 | Oct 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,052 | 514 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,014 | 507 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,765 | 506 | 0.01% | 0.01% | 285 | +79 | 2.94% | Q3 2026 | Nov 03, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,724 | 498 | 0.01% | 0.01% | 286 | +281 | 11.5% | Q3 2026 | Nov 03, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,928 | 493 | 0.3% | 0.3% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,867 | 482 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,829 | 476 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abundance Wealth Counselors | History | Added to | 2,555 | 467 | 0.07% | 0.06% | 290 | +23 | 0.91% | Q3 2026 | Oct 26, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 2,755 | 463 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 2,748 | 462 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,517 | 460 | 0.03% | 0.02% | 293 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,733 | 460 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | No change | 2,500 | 457 | 0.08% | 0.1% | 295 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Dakota Wealth Management | History | No change | 2,674 | 450 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,440 | 446 | 0.01% | 0.01% | 297 | +230 | 10.41% | Q3 2026 | Oct 22, 2026 |
| Trust Point Inc. | History | Added to | 2,432 | 445 | 0.03% | 0.03% | 298 | +181 | 8.04% | Q3 2026 | Oct 27, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 2,371 | 434 | 0.08% | 0.07% | 299 | +68 | 2.95% | Q3 2026 | Oct 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,369 | 433 | 0.0% | 0.0% | 300 | +66 | 2.87% | Q3 2026 | Oct 27, 2026 |