TPG Inc. - TPG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,019,487 | 446,840 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 8,697,241 | 383,809 | 1.05% | 1.11% | 2 | -1,465,824 | -14.42% | Q3 2026 | Oct 28, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | History | No change | 9,000,000 | 364,950 | 16.11% | 16.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 7,980,804 | 323,621 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 7,839,831 | 317,905 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,454,321 | 261,722 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,445,372 | 261,359 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 5,658,694 | 229,460 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 4,072,169 | 165,126 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,622,110 | 146,876 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,616,125 | 146,635 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,718,650 | 110,241 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,602,387 | 105,526 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,498,945 | 101,357 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vulcan Value Partners, LLC | History | No change | 2,361,862 | 95,773 | 2.92% | 2.92% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jackson Brooke LLC | History | No change | 2,279,109 | 92,395 | 100.0% | 100.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 2,271,967 | 92,128 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,218,745 | 89,970 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,215,454 | 89,836 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,107,463 | 85,457 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 2,052,791 | 83,240 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Junto Capital Management LP | History | No change | 2,041,772 | 82,793 | 1.45% | 1.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,975,342 | 80,100 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 1,907,135 | 77,334 | 0.87% | 0.87% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,875,369 | 76,046 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,668,196 | 67,645 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,524,689 | 61,826 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 1,473,486 | 59,749 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 1,406,537 | 57,035 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 1,388,558 | 56,306 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holocene Advisors, LP | History | No change | 1,362,929 | 55,266 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 1,166,641 | 51,483 | 0.84% | 0.71% | 32 | -26,893 | -2.25% | Q3 2026 | Nov 03, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | New | 1,134,200 | 50,052 | 1.1% | — | 33 | +1,134,200 | New | Q3 2026 | Oct 30, 2026 |
| Longaeva Partners L.P. | History | No change | 1,004,864 | 40,747 | 0.89% | 0.89% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 916,307 | 37,156 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 866,958 | 35,155 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 822,330 | 33,346 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 798,856 | 32,291 | 2.13% | 2.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 784,906 | 31,796 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 781,721 | 31,698 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 762,018 | 30,899 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 722,637 | 29,302 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 690,822 | 28,012 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 672,655 | 27,276 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 672,655 | 27,276 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grafton Street Partners Management Company, LLC | History | No change | 655,838 | 26,594 | 14.68% | 14.68% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAZ INVESTMENTS LP | History | No change | 650,000 | 26,357 | 10.98% | 10.98% | 47 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 625,823 | 25,377 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANYON CAPITAL ADVISORS LLC | History | No change | 584,200 | 23,689 | 2.69% | 2.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 577,000 | 23,397 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 538,881 | 21,851 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital World Investors | History | No change | 534,781 | 21,685 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 511,356 | 20,735 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 505,473 | 20,496 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 452,882 | 19,956 | 0.27% | 0.27% | 55 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Partners Group Holding AG | History | No change | 489,809 | 19,861 | 1.35% | 1.35% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 483,124 | 19,591 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 447,204 | 18,134 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 442,439 | 17,940 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 430,595 | 17,460 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 428,900 | 17,391 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 397,180 | 16,105 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 394,934 | 16,015 | 0.94% | 0.94% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 393,308 | 15,948 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 351,961 | 15,528 | 0.0% | 0.0% | 65 | +17,686 | 5.29% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 356,492 | 14,455 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 342,327 | 13,881 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 309,126 | 12,535 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 307,120 | 12,453 | 0.18% | 0.18% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 305,465 | 12,386 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 301,699 | 12,233 | 0.23% | 0.23% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 300,919 | 12,202 | 0.24% | 0.24% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet North America Advisors SA | History | No change | 263,200 | 11,615 | 0.97% | 0.94% | 73 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Swiss National Bank | History | No change | 277,600 | 11,256 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 253,401 | 10,145 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 210,629 | 8,541 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 206,666 | 8,380 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 204,488 | 8,291 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 204,400 | 8,288 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 180,451 | 7,300 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Partners, LLC | History | Added to | 159,532 | 7,040 | 0.48% | 0.45% | 81 | +3,889 | 2.5% | Q3 2026 | Oct 22, 2026 |
| Amundi | History | No change | 170,946 | 6,931 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MSA Advisors, LLC | History | No change | 169,493 | 6,872 | 1.77% | 1.77% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 168,094 | 6,816 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 159,848 | 6,481 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALGERT GLOBAL LLC | History | No change | 153,910 | 6,241 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 150,170 | 6,089 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 147,239 | 5,970 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 144,232 | 5,848 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 131,623 | 5,808 | 0.1% | 0.09% | 90 | +351 | 0.27% | Q3 2026 | Oct 23, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 135,976 | 5,513 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 126,614 | 5,134 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 118,984 | 4,824 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 114,429 | 4,640 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 114,372 | 4,637 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 112,407 | 4,558 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | No change | 108,900 | 4,416 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 108,312 | 4,392 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 106,939 | 4,336 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 104,093 | 4,220 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 94,681 | 4,178 | 0.0% | 0.0% | 101 | +74,738 | 374.76% | Q3 2026 | Nov 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 99,435 | 3,983 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 97,840 | 3,967 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jefferies Financial Group Inc. | History | No change | 88,999 | 3,608 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | Added to | 76,754 | 3,387 | 0.0% | 0.0% | 105 | +20,718 | 36.97% | Q3 2026 | Nov 02, 2026 |
| Milestones Administradora de Recursos Ltda. | History | No change | 75,600 | 3,336 | 0.6% | 0.59% | 106 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cinctive Capital Management LP | History | No change | 77,628 | 3,147 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 77,405 | 3,138 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 71,662 | 2,905 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 71,512 | 2,899 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | New | 63,702 | 2,811 | 0.13% | — | 111 | +63,702 | New | Q3 2026 | Nov 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 69,164 | 2,809 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 68,592 | 2,781 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 67,268 | 2,727 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 67,041 | 2,718 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 65,098 | 2,639 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 63,440 | 2,572 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Treasurer of the State of North Carolina | History | No change | 61,806 | 2,506 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 60,618 | 2,458 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 53,047 | 2,151 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 52,011 | 2,109 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 51,957 | 2,106 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 51,142 | 2,073 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 49,801 | 2,019 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 49,365 | 2,001 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSSIAM | History | No change | 48,729 | 1,975 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 48,272 | 1,957 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 48,000 | 1,946 | 0.14% | 0.14% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 47,546 | 1,927 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 41,118 | 1,814 | 0.06% | 0.1% | 130 | -22,483 | -35.35% | Q3 2026 | Oct 21, 2026 |
| BBR PARTNERS, LLC | History | No change | 44,221 | 1,793 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 43,600 | 1,768 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arizona State Retirement System | History | Added to | 39,027 | 1,722 | 0.01% | 0.01% | 133 | +854 | 2.24% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 42,420 | 1,720 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IMC-Chicago, LLC | History | No change | 41,694 | 1,690 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 38,174 | 1,684 | 0.0% | 0.0% | 136 | +37,844 | 11467.88% | Q3 2026 | Oct 21, 2026 |
| Capricorn Fund Managers Ltd | History | New | 37,678 | 1,662 | 0.16% | — | 137 | +37,678 | New | Q3 2026 | Nov 03, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 37,630 | 1,660 | 0.03% | 0.02% | 138 | +11,000 | 41.31% | Q3 2026 | Nov 03, 2026 |
| ALPS ADVISORS INC | History | Added to | 36,125 | 1,594 | 0.01% | 0.01% | 139 | +985 | 2.8% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 37,862 | 1,535 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dockside LLC | History | No change | 37,028 | 1,501 | 0.35% | 0.35% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bleakley Financial Group, LLC | History | No change | 36,855 | 1,494 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 35,011 | 1,419 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 34,849 | 1,413 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | New | 31,079 | 1,371 | 0.18% | — | 145 | +31,079 | New | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 33,400 | 1,354 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International, Inc./CA/ | History | No change | 32,963 | 1,336 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 32,562 | 1,320 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 32,438 | 1,315 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Capital Management LLC | History | No change | 32,076 | 1,300 | 0.35% | 0.35% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,619 | 1,289 | 0.02% | 0.01% | 151 | +10,086 | 57.53% | Q3 2026 | Nov 04, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 29,186 | 1,287 | 0.45% | — | 152 | +29,186 | New | Q3 2026 | Oct 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 28,548 | 1,259 | 0.01% | — | 153 | +28,548 | New | Q3 2026 | Oct 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 29,634 | 1,201 | 0.2% | 0.2% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 26,230 | 1,157 | 0.59% | 0.38% | 155 | +8,610 | 48.86% | Q3 2026 | Oct 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 25,179 | 1,111 | 0.06% | 0.06% | 156 | +214 | 0.86% | Q3 2026 | Oct 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,377 | 1,055 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 25,883 | 1,049 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DKRT Investments Corp. | History | No change | 25,000 | 1,013 | 0.25% | 0.25% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 22,481 | 992 | 0.0% | 0.0% | 160 | -410 | -1.79% | Q3 2026 | Oct 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,489 | 992 | 0.01% | 0.01% | 161 | +52 | 0.23% | Q3 2026 | Oct 23, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 24,344 | 987 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 24,400 | 987 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oak Thistle LLC | History | Reduced | 21,508 | 949 | 0.09% | 0.1% | 164 | -3,770 | -14.91% | Q3 2026 | Oct 21, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 21,377 | 943 | 0.0% | 0.0% | 165 | +906 | 4.43% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 22,972 | 931 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 778,374 | 894 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 21,818 | 885 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 19,600 | 794 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 17,900 | 789 | 0.0% | 0.0% | 170 | +8,600 | 92.47% | Q3 2026 | Oct 29, 2026 |
| ALLSTATE CORP | History | No change | 19,336 | 784 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 18,541 | 751 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 18,051 | 731 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 16,088 | 709 | 0.0% | 0.0% | 174 | -112,432 | -87.48% | Q3 2026 | Nov 04, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 17,476 | 708 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 17,225 | 698 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 17,113 | 693 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 15,577 | 687 | 0.02% | 0.07% | 179 | -67,730 | -81.3% | Q3 2026 | Oct 16, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 15,590 | 687 | 0.06% | 0.05% | 178 | +636 | 4.25% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,930 | 686 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 16,842 | 682 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 16,628 | 674 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 15,052 | 664 | 0.01% | — | 183 | +15,052 | New | Q3 2026 | Oct 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,903 | 644 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 15,782 | 639 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 15,700 | 636 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 15,593 | 632 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,031 | 609 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Havemeyer Place LP | History | No change | 14,459 | 586 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,987 | 567 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 13,696 | 555 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Machina Capital S.A.S. | History | No change | 13,678 | 554 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 13,410 | 543 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Wealth Planning & Management, Inc. | History | New | 12,200 | 538 | 0.4% | — | 194 | +12,200 | New | Q3 2026 | Oct 23, 2026 |
| Ancora Advisors LLC | History | No change | 13,000 | 527 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 12,005 | 522 | 0.02% | 0.04% | 196 | +1,840 | 18.1% | Q3 2026 | Nov 04, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 11,650 | 507 | 0.0% | — | 197 | +11,650 | New | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 12,153 | 492 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 12,100 | 490 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 11,040 | 487 | 0.07% | — | 200 | +11,040 | New | Q3 2026 | Oct 19, 2026 |
| M&T BANK CORP | History | No change | 11,821 | 479 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 11,815 | 479 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,633 | 471 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 10,246 | 452 | 0.0% | 0.0% | 204 | -414 | -3.88% | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,105 | 450 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 11,049 | 448 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 10,816 | 438 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,521 | 427 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,589 | 423 | 0.0% | 0.0% | 210 | +1,302 | 15.71% | Q3 2026 | Oct 08, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 9,599 | 423 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 10,352 | 419 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,412 | 415 | 0.0% | 0.0% | 212 | -4,881 | -34.15% | Q3 2026 | Nov 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,121 | 410 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 10,105 | 409 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,000 | 405 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 10,000 | 405 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 9,761 | 395 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,621 | 390 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,386 | 380 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | No change | 9,303 | 377 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 9,127 | 370 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,079 | 368 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 9,003 | 365 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,063 | 355 | 0.0% | 0.0% | 224 | +26 | 0.32% | Q3 2026 | Nov 04, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,790 | 343 | 0.13% | 0.12% | 226 | -342 | -4.21% | Q3 2026 | Oct 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,776 | 343 | 0.0% | 0.0% | 225 | +141 | 1.85% | Q3 2026 | Oct 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,379 | 339 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,214 | 333 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 8,183 | 331 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 8,145 | 330 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Avior Wealth Management, LLC | History | New | 7,475 | 329 | 0.01% | — | 231 | +7,475 | New | Q3 2026 | Oct 13, 2026 |
| Frec Markets, Inc. | History | No change | 8,098 | 328 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flower City Capital | History | No change | 7,160 | 315 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Advisors Asset Management, Inc. | History | No change | 7,754 | 314 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 7,712 | 312 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 7,645 | 310 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Utah Retirement Systems | History | No change | 7,571 | 307 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,325 | 297 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 7,231 | 293 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,522 | 288 | 0.0% | 0.0% | 240 | -37 | -0.56% | Q3 2026 | Oct 23, 2026 |
| Empowered Funds, LLC | History | No change | 7,108 | 288 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,488 | 286 | 0.0% | — | 242 | +6,488 | New | Q3 2026 | Oct 30, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 6,977 | 282 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | No change | 6,905 | 279 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,835 | 277 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 6,100 | 269 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PEAK6 LLC | History | No change | 6,618 | 268 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,629 | 268 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,573 | 266 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,961 | 263 | 0.0% | 0.01% | 250 | -1,178 | -16.5% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,928 | 261 | 0.0% | 0.0% | 251 | -830 | -12.28% | Q3 2026 | Oct 30, 2026 |
| Bridgefront Capital, LLC | History | No change | 6,377 | 258 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 6,241 | 253 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,076 | 246 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,430 | 240 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 5,864 | 237 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 5,813 | 235 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,182 | 234 | 0.0% | — | 258 | +5,182 | New | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,603 | 227 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,571 | 225 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 5,090 | 224 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LMR Partners LLP | History | No change | 5,522 | 223 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 4,885 | 215 | 0.02% | — | 265 | +4,885 | New | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,325 | 215 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,306 | 215 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Grove Capital, LLC | History | No change | 5,229 | 212 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIAWEALTH, LLC | History | No change | 5,212 | 211 | 0.11% | 0.11% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 4,640 | 209 | 0.0% | — | 268 | +4,640 | New | Q3 2026 | Nov 04, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 5,284 | 206 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 5,057 | 205 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,043 | 204 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 4,945 | 200 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,172 | 184 | 0.0% | 0.0% | 273 | -194 | -4.44% | Q3 2026 | Oct 22, 2026 |
| Axxion S.A. | History | Added to | 4,004 | 176 | 0.01% | 0.01% | 274 | +438 | 12.28% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 443,196 | 174 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,791 | 167 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,685 | 162 | 0.0% | 0.0% | 277 | +350 | 10.49% | Q3 2026 | Oct 23, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 3,400 | 150 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,040 | 134 | 0.0% | 0.0% | 279 | -270 | -8.16% | Q3 2026 | Oct 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,177 | 128 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,542 | 112 | 0.0% | 0.0% | 281 | +651 | 34.43% | Q3 2026 | Nov 03, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 2,440 | 107 | 0.02% | 0.02% | 282 | +215 | 9.66% | Q3 2026 | Oct 20, 2026 |
| Operose Advisors LLC | History | No change | 2,500 | 101 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,266 | 99 | 0.0% | 0.0% | 284 | -854 | -27.37% | Q3 2026 | Oct 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,368 | 96 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 2,273 | 92 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| STRS OHIO | History | Reduced | 1,993 | 87 | 0.0% | 0.0% | 287 | -1,067 | -34.87% | Q3 2026 | Oct 30, 2026 |
| Leonteq Securities AG | History | Reduced | 1,800 | 79 | 0.0% | 0.0% | 288 | -200 | -10.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,656 | 73 | 0.0% | 0.0% | 289 | +1,315 | 385.63% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | No change | 1,683 | 68 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,684 | 68 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Family Offices, LLP | History | New | 1,304 | 57 | 0.02% | — | 292 | +1,304 | New | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,396 | 56 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,384 | 56 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,063 | 46 | 0.0% | 0.0% | 295 | +59 | 5.88% | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,033 | 45 | 0.01% | — | 297 | +1,033 | New | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,025 | 45 | 0.0% | — | 296 | +1,025 | New | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 970 | 39 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 962 | 38 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 825 | 36 | 0.0% | — | 300 | +825 | New | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 852 | 34 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 746 | 32 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | Added to | 702 | 31 | 0.0% | 0.0% | 303 | +45 | 6.85% | Q3 2026 | Oct 02, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 650 | 28 | 0.01% | 0.04% | 304 | -3,101 | -82.67% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 706 | 28 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 581 | 25 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 602 | 24 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 600 | 24 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 513 | 22 | 0.0% | 0.0% | 309 | +122 | 31.2% | Q3 2026 | Oct 05, 2026 |
| Arax Advisory Partners | History | No change | 555 | 22 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 526 | 21 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 427 | 18 | 0.0% | — | 312 | +409 | 2272.22% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 427 | 17 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 396 | 16 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 372 | 16 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Lummis Asset Management, LP | History | No change | 379 | 15 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 323 | 14 | 0.0% | — | 318 | +301 | 1368.18% | Q3 2026 | Oct 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 336 | 14 | 0.0% | 0.0% | 317 | -238 | -41.46% | Q3 2026 | Oct 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 260 | 10 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 210 | 9 | 0.0% | — | 320 | +210 | New | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 216 | 8 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 218 | 8 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Covestor Ltd | History | Reduced | 109 | 5 | 0.0% | 0.02% | 326 | -928 | -89.49% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 130 | 5 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 141 | 5 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 129 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 95 | 4 | 0.0% | 0.0% | 332 | +42 | 79.25% | Q3 2026 | Oct 07, 2026 |
| CENTRAL TRUST Co | History | No change | 104 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 103 | 4 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 120 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 105 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 60 | 3 | 0.0% | — | 336 | +60 | New | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 62 | 2 | 0.0% | — | 341 | +62 | New | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 52 | 2 | 0.0% | — | 342 | +52 | New | Q3 2026 | Oct 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 56 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | New | 42 | 1 | 0.0% | — | 352 | +42 | New | Q3 2026 | Nov 04, 2026 |
| UMB Private Wealth Management, LLC | History | New | 27 | 1 | 0.0% | — | 353 | +27 | New | Q3 2026 | Oct 19, 2026 |
| Gleason Group, Inc. | History | New | 23 | 1 | 0.0% | — | 351 | +23 | New | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 347 | -5 | -11.11% | Q3 2026 | Oct 08, 2026 |
| James T. Borello RIA | History | Added to | 36 | 1 | 0.0% | 0.0% | 350 | +4 | 12.5% | Q3 2026 | Oct 16, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 348 | +3 | 7.69% | Q3 2026 | Oct 07, 2026 |
| UMB Bank, n.a. | History | No change | 28 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 17 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -401,268 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -72,780 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Closed out | 0 | 0 | — | 0.01% | — | -37,224 | -100.0% | Q3 2026 | Oct 21, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.23% | — | -13,452 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,109 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,839 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Portman Square Capital LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,424 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,494 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 12 | 0 | — | — | — | -12 | -50.0% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 12 | 0 | — | — | — | -10 | -45.45% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 22 | 0 | — | — | — | +7 | 46.67% | Q3 2026 | Oct 27, 2026 |
| American Capital Advisory, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 28, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q3 2026 | Oct 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 8 | 0 | — | — | — | -5 | -38.46% | Q3 2026 | Nov 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 14 | 0 | — | — | — | -5 | -26.32% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 0 | — | — | — | -4 | -23.53% | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 18 | 0 | — | — | — | +3 | 20.0% | Q3 2026 | Oct 27, 2026 |
| Activest Wealth Management | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Oct 15, 2026 |
| Monetary Solutions, Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Added to | 18 | 0 | — | — | — | +1 | 5.88% | Q3 2026 | Oct 08, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SouthState Bank Corp | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Key FInancial Inc | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quent Capital, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rossby Financial, LCC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPAL CAPITAL LLC | History | No change | 12,251 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1015 Capital Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Planning Strategies Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Highland Investment Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |