TOWNEBANK PORTSMOUTH VA - TOWN
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 | 6,834,018 | 247,664 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,877,730 | 176,768 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 4,781,911 | 173,297 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 4,532,246 | 164,249 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,914,940 | 141,877 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,470,767 | 126,700 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,331,521 | 84,507 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,939,243 | 70,278 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 1,584,847 | 57,435 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 1,535,126 | 55,632 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 1,141,411 | 41,364 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patriot Financial Partners GP II, L.P. | History | No change | 1,021,404 | 37,015 | 9.46% | 9.46% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 1,008,071 | 36,532 | 4.74% | 4.74% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 939,969 | 34,064 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 831,598 | 30,137 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 773,211 | 28,021 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 712,656 | 25,826 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 574,450 | 20,818 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 541,596 | 19,627 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 536,108 | 19,428 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 533,206 | 19,323 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 502,750 | 18,219 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 462,819 | 16,772 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 430,211 | 15,590 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 374,162 | 13,559 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 331,228 | 12,003 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 330,774 | 11,987 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lightrock Netherlands B.V. | History | No change | 329,794 | 11,951 | 2.36% | 2.36% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 325,245 | 11,786 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rhino Investment Partners, Inc | History | No change | 305,662 | 11,077 | 3.35% | 3.35% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 296,529 | 10,746 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 287,388 | 10,414 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 273,028 | 9,894 | 2.03% | 2.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 257,515 | 9,332 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 240,366 | 8,710 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 237,360 | 8,601 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towne Trust Company, N.A | History | No change | 201,874 | 7,315 | 2.22% | 2.22% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 187,351 | 6,933 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 183,259 | 6,641 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 175,815 | 6,371 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Associates, LP | History | No change | 163,477 | 5,924 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 157,155 | 5,695 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 152,743 | 5,535 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 147,798 | 5,356 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 144,341 | 5,232 | 0.57% | 0.57% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 142,404 | 5,160 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MBL Wealth, LLC | History | No change | 142,128 | 5,150 | 0.35% | 0.35% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 137,500 | 4,983 | 0.91% | 0.91% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 140,712 | 4,737 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 129,453 | 4,691 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 123,488 | 4,476 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 121,842 | 4,415 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 120,898 | 4,381 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 111,923 | 4,056 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 107,212 | 3,885 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 106,791 | 3,870 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 104,576 | 3,789 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 104,000 | 3,768 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 103,540 | 3,752 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 100,399 | 3,638 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 95,239 | 3,451 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 94,322 | 3,418 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 93,789 | 3,398 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 90,078 | 3,264 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 86,599 | 3,138 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 85,643 | 3,103 | 0.53% | 0.53% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 84,612 | 3,066 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 83,347 | 3,020 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 82,716 | 2,997 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 82,499 | 2,989 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 79,231 | 2,871 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 76,511 | 2,772 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 74,408 | 2,696 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 73,490 | 2,663 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 72,969 | 2,644 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 68,973 | 2,499 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 64,597 | 2,340 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 62,698 | 2,272 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 57,689 | 2,090 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 56,882 | 2,061 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atom Investors LP | History | No change | 56,788 | 2,057 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 56,415 | 2,044 | 1.79% | 1.79% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 54,059 | 1,959 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 53,273 | 1,930 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | History | No change | 52,479 | 1,901 | 0.72% | 0.72% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 52,439 | 1,900 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 51,522 | 1,867 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayview Asset Management, LLC | History | No change | 50,000 | 1,812 | 0.37% | 0.37% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 50,081 | 1,805 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 49,166 | 1,781 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Security Advisor, Inc. | History | No change | 48,258 | 1,762 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 47,920 | 1,736 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 47,470 | 1,720 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | No change | 47,121 | 1,707 | 0.58% | 0.58% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 46,585 | 1,688 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Rafferty Asset Management, LLC | History | No change | 45,922 | 1,664 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 41,867 | 1,517 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 41,764 | 1,513 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 40,804 | 1,478 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 40,600 | 1,471 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 40,103 | 1,453 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 37,504 | 1,359 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 37,378 | 1,354 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,981 | 1,340 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 36,811 | 1,334 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Old North State Wealth Management, LLC | History | No change | 36,284 | 1,314 | 0.56% | 0.56% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Graham Capital Management, L.P. | History | No change | 35,502 | 1,286 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 34,582 | 1,253 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 34,075 | 1,234 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bay Capital Advisors, LLC | History | No change | 33,760 | 1,223 | 0.66% | 0.66% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Motley Fool Asset Management LLC | History | No change | 33,431 | 1,211 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peak Planning Group, LLC | History | No change | 33,081 | 1,198 | 0.27% | 0.27% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fieldview Capital Management, LLC | History | No change | 32,136 | 1,164 | 0.33% | 0.33% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 31,461 | 1,140 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 31,406 | 1,138 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,154 | 1,129 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,443 | 1,067 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 28,759 | 1,042 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Live Oak Private Wealth LLC | History | No change | 28,777 | 1,042 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 28,414 | 1,029 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,330 | 1,026 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 27,578 | 999 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 27,373 | 991 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,178 | 948 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 26,115 | 946 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 25,092 | 920 | 0.19% | 0.19% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 24,799 | 898 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 24,373 | 883 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 24,269 | 879 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | No change | 24,165 | 875 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 23,083 | 836 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,746 | 824 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 22,537 | 816 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,189 | 767 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 21,129 | 765 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,928 | 758 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 20,413 | 739 | 0.4% | 0.4% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 20,264 | 734 | 0.22% | 0.22% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,043 | 726 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,688 | 713 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,300 | 704 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 19,330 | 700 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 19,252 | 697 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,010 | 688 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 18,889 | 684 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Inspire Investing, LLC | History | No change | 18,732 | 678 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18,308 | 664 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 18,285 | 662 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 18,032 | 653 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,015 | 652 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Rivers Group | History | No change | 17,527 | 635 | 0.22% | 0.22% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 17,462 | 632 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 17,405 | 630 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,406 | 630 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 16,500 | 597 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 16,369 | 593 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,295 | 590 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 16,042 | 581 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 15,571 | 564 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,342 | 555 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 15,055 | 545 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Western Trust Bank | History | No change | 15,038 | 544 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,641 | 530 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 14,500 | 525 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 13,913 | 504 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,708 | 497 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 13,849 | 495 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 13,607 | 493 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,206 | 478 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 13,100 | 474 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,952 | 469 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 12,944 | 469 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,912 | 467 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,795 | 463 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 12,681 | 459 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 12,147 | 440 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 12,031 | 436 | 0.16% | 0.16% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,723 | 424 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,658 | 422 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | No change | 11,594 | 420 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,894 | 394 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wills Financial Group LLC | History | No change | 10,830 | 392 | 0.14% | 0.14% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | No change | 10,842 | 391 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XTX Topco Ltd | History | No change | 10,673 | 386 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Wealth Management | History | No change | 10,620 | 384 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 10,429 | 377 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,221 | 370 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DRW Securities, LLC | History | No change | 10,092 | 365 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 10,018 | 363 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 9,725 | 352 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Teza Capital Management LLC | History | No change | 9,402 | 340 | 0.66% | 0.66% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 9,251 | 335 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | No change | 9,086 | 329 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 9,076 | 328 | 0.16% | 0.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | No change | 8,852 | 320 | 0.3% | 0.3% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 8,574 | 310 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Freestone Grove Partners LP | History | No change | 8,555 | 310 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 8,451 | 306 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 8,139 | 294 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,036 | 291 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 7,000 | 255 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 6,969 | 252 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,813 | 246 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tull Financial Group, Inc. | History | No change | 6,791 | 246 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Capital Advisory, LLC | History | No change | 6,755 | 244 | 0.09% | 0.09% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,727 | 243 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 6,686 | 242 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 6,519 | 236 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 6,453 | 235 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,245 | 226 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aldebaran Financial Inc. | History | No change | 6,000 | 217 | 0.18% | 0.18% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 5,800 | 210 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Abel Hall, LLC | History | No change | 5,804 | 210 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,752 | 208 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 5,760 | 208 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 5,723 | 207 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GABELLI FUNDS LLC | History | No change | 5,670 | 205 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 5,678 | 205 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,655 | 204 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,612 | 203 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,560 | 201 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5,000 | 182 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,883 | 176 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,753 | 172 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 3,695 | 133 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,500 | 126 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 3,320 | 118 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,116 | 112 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KBC Group NV | History | No change | 2,939 | 107 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,855 | 104 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,401 | 86 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SouthState Bank Corp | History | No change | 2,316 | 83 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,266 | 82 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,231 | 80 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | No change | 1,785 | 64 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,690 | 61 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,655 | 59 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,588 | 57 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,405 | 51 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,418 | 51 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,241 | 44 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,169 | 42 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,167 | 42 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,000 | 36 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 966 | 34 | 0.0% | 0.0% | 245 | +69 | 7.69% | Q3 2026 | Oct 01, 2026 |
| CrossGen Wealth, LLC | History | No change | 928 | 33 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 902 | 32 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 800 | 28 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 649 | 23 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 618 | 22 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 622 | 22 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 565 | 20 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 549 | 19 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 457 | 16 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 424 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 313 | 11 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 312 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 288 | 10 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GODSEY & GIBB, INC | History | No change | 283 | 10 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | No change | 303 | 10 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| City State Bank | History | No change | 300 | 10 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 252 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 226 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | No change | 249 | 8 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Heritage Wealth Advisors | History | No change | 116 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 119 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Costello Asset Management, INC | History | No change | 121 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | No change | 114 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CVA Family Office, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 84 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 59 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 78 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 41 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 44 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |