LendingTree, Inc. - TREE
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 | 1,226,671 | 54,329 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,012,126 | 44,827 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 725,675 | 32,140 | 1.59% | 1.59% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 702,718 | 31,123 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 423,392 | 18,752 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 411,135 | 18,209 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 374,073 | 16,567 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 370,209 | 16,399 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 351,910 | 15,586 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 334,702 | 14,823 | 0.35% | 0.35% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 331,227 | 14,670 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 310,989 | 13,593 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 259,954 | 11,513 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 218,269 | 9,667 | 0.34% | 0.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 203,172 | 8,998 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 201,748 | 8,935 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 199,832 | 8,850 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 192,014 | 8,504 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 179,956 | 7,970 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 298,593 | 7,294 | 0.0% | 0.0% | 20 | +1,236 | 0.42% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 164,300 | 7,276 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 156,985 | 6,952 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| G2 Investment Partners Management LLC | History | No change | 155,992 | 6,908 | 1.26% | 1.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 125,536 | 5,559 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 117,238 | 5,192 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 109,457 | 4,847 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 108,268 | 4,795 | 1.49% | 1.49% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 97,784 | 4,330 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 94,558 | 4,187 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 93,144 | 4,125 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 82,105 | 3,636 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,770 | 3,621 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 80,205 | 3,552 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 75,078 | 3,325 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 134,091 | 3,275 | 0.0% | 0.0% | 35 | +91,347 | 213.71% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 72,849 | 3,226 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 65,349 | 2,894 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 60,846 | 2,694 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 48,678 | 2,155 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 48,101 | 2,130 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 42,623 | 1,887 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 41,196 | 1,824 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 41,125 | 1,821 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | Added to | 72,364 | 1,767 | 0.01% | 0.01% | 44 | +59,903 | 480.72% | Q3 2026 | Nov 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 37,895 | 1,678 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 36,366 | 1,610 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 65,350 | 1,597 | 0.11% | 0.19% | 47 | +1,370 | 2.14% | Q3 2026 | Oct 22, 2026 |
| Invesco Ltd. | History | No change | 33,001 | 1,461 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 57,500 | 1,404 | 0.0% | 0.0% | 49 | -11,464 | -16.62% | Q3 2026 | Nov 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 30,912 | 1,369 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 30,150 | 1,335 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,344 | 1,299 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 27,967 | 1,238 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 25,854 | 1,145 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 45,652 | 1,115 | 0.02% | 0.02% | 55 | +22,151 | 94.26% | Q3 2026 | Oct 16, 2026 |
| Empowered Funds, LLC | History | No change | 25,105 | 1,111 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 24,246 | 1,073 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 23,499 | 1,040 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 41,718 | 1,019 | 0.0% | 0.0% | 59 | +322 | 0.78% | Q3 2026 | Oct 15, 2026 |
| Swiss National Bank | History | No change | 22,800 | 1,009 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 22,056 | 976 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 21,293 | 943 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 21,150 | 937 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 21,102 | 934 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 20,592 | 912 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 20,528 | 909 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 20,141 | 892 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 36,300 | 886 | 0.0% | 0.0% | 68 | -101 | -0.28% | Q3 2026 | Nov 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,795 | 877 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,585 | 867 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 19,114 | 817 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 33,400 | 815 | 0.0% | 0.0% | 72 | +9,145 | 37.7% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 17,924 | 793 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 17,800 | 788 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 17,209 | 762 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 16,319 | 722 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 28,981 | 708 | 0.06% | 0.11% | 77 | +158 | 0.55% | Q3 2026 | Oct 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,278 | 676 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15,034 | 666 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,076 | 623 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cullen Capital Management, LLC | History | No change | 14,088 | 623 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,457 | 596 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 13,100 | 580 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,096 | 578 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 12,213 | 540 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,765 | 521 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 11,754 | 520 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 12,023 | 515 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,371 | 503 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummerHaven Investment Management, LLC | History | New | 20,189 | 493 | 0.28% | — | 90 | +20,189 | New | Q3 2026 | Oct 19, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 10,923 | 483 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLSTATE CORP | History | No change | 10,766 | 476 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 10,623 | 470 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 10,000 | 442 | 0.28% | 0.28% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 9,776 | 432 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 9,390 | 415 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 9,345 | 413 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 9,234 | 408 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 8,849 | 391 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 8,786 | 389 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,734 | 386 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,377 | 371 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 14,677 | 358 | 0.03% | — | 103 | +14,677 | New | Q3 2026 | Oct 16, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,394 | 327 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,972 | 310 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 6,634 | 293 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 6,167 | 273 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,940 | 263 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 10,508 | 257 | 0.0% | 0.0% | 109 | -9,793 | -48.24% | Q3 2026 | Nov 04, 2026 |
| Entropy Technologies, LP | History | No change | 5,455 | 241 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 9,325 | 227 | 0.02% | 0.06% | 112 | -5,189 | -35.75% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,323 | 227 | 0.0% | 0.0% | 111 | +3,325 | 55.44% | Q3 2026 | Oct 15, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,888 | 216 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,872 | 215 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 4,643 | 205 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,590 | 203 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | No change | 4,600 | 203 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,227 | 187 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,985 | 177 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,570 | 158 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,942 | 145 | 0.0% | 0.0% | 121 | -2,276 | -27.7% | Q3 2026 | Nov 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 3,253 | 144 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,073 | 136 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 2,910 | 129 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 2,732 | 121 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Byrne Asset Management LLC | History | Added to | 4,761 | 116 | 0.06% | 0.11% | 126 | +64 | 1.36% | Q3 2026 | Oct 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,600 | 115 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,573 | 113 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 4,609 | 112 | 0.0% | — | 129 | +4,609 | New | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,790 | 68 | 0.0% | 0.0% | 130 | +2,379 | 578.83% | Q3 2026 | Oct 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,456 | 64 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,240 | 50 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,094 | 48 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,743 | 42 | 0.0% | 0.0% | 134 | +613 | 54.25% | Q3 2026 | Oct 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 934 | 41 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 1,059 | 25 | 0.01% | — | 136 | +1,059 | New | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 953 | 23 | 0.0% | 0.0% | 137 | +234 | 32.55% | Q3 2026 | Oct 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 509 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 438 | 19 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 659 | 16 | 0.0% | 0.0% | 140 | +533 | 423.02% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 312 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 266 | 11 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 250 | 11 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 437 | 10 | 0.0% | 0.0% | 146 | -473 | -51.98% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 231 | 10 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 244 | 10 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | New | 400 | 9 | 0.0% | — | 148 | +400 | New | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 380 | 9 | 0.0% | 0.0% | 147 | +279 | 276.24% | Q3 2026 | Oct 01, 2026 |
| Covestor Ltd | History | Added to | 326 | 8 | 0.01% | — | 149 | +321 | 6420.0% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 279 | 6 | 0.0% | 0.0% | 150 | +119 | 74.38% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 187 | 4 | 0.0% | 0.0% | 153 | -55 | -22.73% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Added to | 186 | 4 | 0.0% | 0.0% | 156 | +33 | 21.57% | Q3 2026 | Oct 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 171 | 4 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 186 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 91 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 75 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 100 | 2 | 0.0% | — | 161 | +100 | New | Q3 2026 | Oct 23, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 159 | -4 | -3.85% | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 79 | 1 | 0.0% | — | 173 | +79 | New | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 66 | 1 | 0.0% | — | 165 | +60 | 1000.0% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | New | 59 | 1 | 0.0% | — | 171 | +59 | New | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 74 | 1 | 0.0% | 0.0% | 164 | +50 | 208.33% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 41 | 1 | 0.0% | — | 172 | +41 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 166 | -29 | -40.85% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 34 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,282 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,881 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -11,907 | -100.0% | Q3 2026 | Oct 20, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -10,700 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,208 | -100.0% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,020 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -6,218 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -5,462 | -100.0% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,017 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -438 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 40 | 0 | — | 0.0% | — | -190 | -82.61% | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -121 | -93.8% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 28 | 0 | — | 0.0% | — | -98 | -77.78% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Oct 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 03, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3 | 0 | — | — | — | -9 | -75.0% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| RMG Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 36 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SWAN Capital LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |