TRINET GROUP, INC. - TNET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atairos Group, Inc. | History | No change | 18,085,773 | 895,064 | 50.98% | 50.98% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,589,639 | 128,161 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,537,433 | 76,087 | 0.27% | 0.27% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,311,830 | 64,922 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,177,371 | 58,268 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,067,963 | 52,853 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 922,297 | 45,644 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 826,534 | 40,905 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 737,662 | 36,506 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 724,808 | 35,874 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 718,687 | 35,573 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 657,214 | 34,240 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 615,747 | 30,473 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 605,810 | 29,981 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 569,006 | 28,160 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 544,811 | 26,962 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 539,838 | 26,716 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 503,375 | 24,912 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 491,055 | 24,302 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 381,864 | 18,898 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 352,978 | 17,468 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 344,985 | 17,073 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FEDERATED HERMES, INC. | History | No change | 298,727 | 14,784 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 280,315 | 13,872 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 277,903 | 13,753 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 262,117 | 12,972 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 261,032 | 12,918 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 258,918 | 12,813 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heron Bay Capital Management | History | No change | 258,834 | 12,809 | 1.16% | 1.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 248,221 | 12,284 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | No change | 245,454 | 12,148 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 208,672 | 10,327 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 206,844 | 10,236 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 200,738 | 9,934 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 200,336 | 9,914 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 194,450 | 9,623 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 194,059 | 9,603 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | No change | 160,717 | 7,953 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 159,336 | 7,885 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 153,404 | 7,591 | 0.23% | 0.23% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 152,512 | 7,547 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 150,454 | 7,445 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 149,114 | 7,379 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 147,700 | 7,309 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 135,553 | 6,663 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 132,883 | 6,576 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 123,063 | 6,090 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 122,473 | 6,061 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 114,355 | 5,659 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 103,443 | 5,119 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 102,182 | 5,056 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 91,505 | 4,528 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 88,925 | 4,400 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 80,708 | 3,994 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 79,773 | 3,947 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 75,508 | 3,736 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 72,930 | 3,609 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 72,783 | 3,602 | 0.23% | 0.23% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 70,738 | 3,500 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 70,704 | 3,499 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | No change | 67,200 | 3,325 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 65,946 | 3,263 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 59,893 | 3,098 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 55,600 | 2,751 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 55,214 | 2,732 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 53,579 | 2,651 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CLARK ESTATES INC/NY | History | No change | 52,500 | 2,598 | 0.6% | 0.6% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 51,952 | 2,571 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 46,053 | 2,279 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cinctive Capital Management LP | History | No change | 44,974 | 2,225 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 44,136 | 2,184 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 43,531 | 2,154 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 43,282 | 2,143 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 43,149 | 2,135 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 42,209 | 2,088 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Invesco Ltd. | History | No change | 41,503 | 2,053 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 38,810 | 1,920 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 38,726 | 1,916 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 38,056 | 1,883 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 37,794 | 1,870 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 36,439 | 1,803 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 28,364 | 1,773 | 0.21% | 0.17% | 82 | +43 | 0.15% | Q3 2026 | Oct 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,792 | 1,573 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 31,304 | 1,549 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 31,179 | 1,543 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 31,076 | 1,537 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 30,400 | 1,504 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VARCOV Co. | History | No change | 30,390 | 1,504 | 0.57% | 0.57% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 28,560 | 1,413 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 28,546 | 1,412 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 27,030 | 1,337 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,760 | 1,324 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 26,391 | 1,306 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 26,243 | 1,298 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 25,068 | 1,240 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,893 | 1,231 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 24,849 | 1,229 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHE, LLC | History | No change | 24,595 | 1,217 | 0.46% | 0.46% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 23,066 | 1,141 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 23,073 | 1,137 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 22,928 | 1,134 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,089 | 1,023 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,647 | 1,021 | 0.17% | 0.17% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Morningstar Investment Management LLC | History | No change | 27,923 | 1,017 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 20,253 | 1,002 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 20,003 | 989 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jordan Park Group LLC | History | No change | 20,000 | 989 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 17,574 | 976 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,531 | 966 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 17,305 | 920 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 18,426 | 911 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,333 | 909 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 17,559 | 868 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,959 | 839 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vident Advisory, LLC | History | No change | 16,926 | 837 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 16,841 | 833 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 16,213 | 802 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 16,052 | 794 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | No change | 16,020 | 792 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,017 | 792 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,969 | 790 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,898 | 786 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,845 | 784 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 15,450 | 764 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 15,206 | 752 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,100 | 747 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,822 | 733 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,596 | 722 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 14,391 | 712 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 14,264 | 705 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | No change | 13,815 | 683 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 13,341 | 660 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,600 | 623 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 12,585 | 622 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,528 | 620 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,967 | 592 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 11,461 | 567 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,128 | 550 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,957 | 542 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STRS OHIO | History | No change | 10,700 | 529 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BAXTER BROS INC | History | No change | 10,670 | 528 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 10,046 | 497 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 9,900 | 489 | 0.37% | 0.37% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Associates, LP | History | No change | 9,811 | 485 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,786 | 484 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,406 | 465 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 9,057 | 448 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 9,095 | 447 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 8,974 | 444 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 8,974 | 441 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 8,393 | 415 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,347 | 413 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,937 | 393 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arizona State Retirement System | History | No change | 7,636 | 377 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 7,610 | 376 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Inspire Advisors, LLC | History | No change | 7,588 | 375 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,407 | 366 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 7,390 | 365 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | No change | 7,385 | 365 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 7,070 | 349 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 6,900 | 341 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,820 | 337 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,738 | 333 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 6,636 | 328 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,120 | 303 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,040 | 298 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 6,025 | 298 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 5,916 | 292 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 5,714 | 282 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 5,691 | 281 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 5,567 | 275 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 5,511 | 272 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 5,478 | 271 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 4,211 | 263 | 0.09% | 0.06% | 174 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ARGA Investment Management, LP | History | No change | 4,978 | 246 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| State of Wyoming | History | No change | 4,899 | 242 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,669 | 231 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 4,646 | 229 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 4,548 | 225 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,521 | 223 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,407 | 218 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | No change | 4,350 | 215 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambria Investment Management, L.P. | History | No change | 4,207 | 206 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 4,130 | 204 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,135 | 204 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 2,931 | 183 | 0.02% | 0.01% | 186 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,894 | 181 | 0.0% | 0.0% | 187 | +1,147 | 65.66% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,566 | 176 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,076 | 152 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,930 | 145 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,724 | 135 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,501 | 123 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plato Investment Management Ltd | History | No change | 2,472 | 121 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 2,348 | 116 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 2,329 | 115 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hikari Tsushin, Inc. | History | No change | 1,900 | 94 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 1,838 | 91 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,442 | 90 | 0.0% | 0.0% | 198 | +92 | 6.81% | Q3 2026 | Oct 08, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,778 | 87 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,601 | 79 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,529 | 75 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,506 | 74 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,409 | 69 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,398 | 69 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,288 | 63 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 1,262 | 62 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,204 | 59 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,164 | 57 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nykredit A/S | History | No change | 1,119 | 55 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,040 | 51 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 993 | 49 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 904 | 44 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 845 | 41 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 755 | 37 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 599 | 29 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 370 | 23 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 449 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 450 | 22 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 426 | 21 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 409 | 20 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 408 | 20 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 408 | 20 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 370 | 18 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 325 | 16 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 236 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 188 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 195 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 155 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 119 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Capital Management LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optiver Holding B.V. | History | No change | 93 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 95 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | No change | 67 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 61 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 80 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 72 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 80 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 33 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 39 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 40 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| North Star Investment Management Corp. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fulcrum Asset Management LLP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,595 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |