TXNM ENERGY INC - TXNM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 14,595,837 | 828,751 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blackstone Inc. | History | No change | 8,000,000 | 454,240 | 1.38% | 1.38% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 7,113,061 | 403,879 | 0.5% | 0.5% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,740,196 | 382,708 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pentwater Capital Management LP | History | No change | 6,487,500 | 368,360 | 2.25% | 2.25% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,842,279 | 274,944 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,124,968 | 234,215 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,996,464 | 170,166 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,470,809 | 140,292 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 2,264,722 | 128,590 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,206,304 | 125,273 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,084,253 | 118,343 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | No change | 1,812,443 | 102,910 | 1.47% | 1.47% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,583,353 | 89,902 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 1,448,220 | 82,229 | 0.75% | 0.75% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Melqart Asset Management (UK) Ltd | History | No change | 1,370,244 | 77,802 | 7.4% | 7.4% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,328,638 | 77,672 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,262,285 | 71,672 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,208,968 | 68,645 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,203,808 | 68,352 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 1,203,109 | 68,312 | 0.35% | 0.35% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Governors Lane LP | History | No change | 1,079,170 | 61,275 | 5.12% | 5.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 943,488 | 53,571 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 933,521 | 53,005 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 889,385 | 50,712 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 889,956 | 50,531 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 888,032 | 50,422 | 0.14% | 0.14% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empyrean Capital Partners, LP | History | No change | 812,554 | 46,136 | 1.52% | 1.52% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 811,090 | 46,053 | 3.08% | 3.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 803,015 | 45,595 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 791,704 | 44,952 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 791,387 | 44,934 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 746,544 | 42,388 | 0.38% | 0.38% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 743,474 | 42,214 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 737,734 | 41,888 | 3.9% | 3.9% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 688,984 | 39,120 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 666,367 | 37,836 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 645,558 | 36,654 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 609,070 | 34,582 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 549,405 | 31,195 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sand Grove Capital Management LLP | History | No change | 506,546 | 28,761 | 7.5% | 7.5% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 484,938 | 27,534 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | No change | 433,368 | 24,606 | 1.54% | 1.54% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 430,937 | 24,468 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 427,046 | 24,247 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 411,513 | 23,365 | 0.24% | 0.24% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 395,077 | 22,432 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 391,636 | 22,237 | 3.23% | 3.23% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 380,686 | 22,201 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 375,613 | 21,327 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 372,964 | 21,176 | 0.72% | 0.72% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 372,254 | 21,136 | 0.4% | 0.4% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 362,001 | 20,554 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 360,040 | 20,443 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 352,411 | 20,009 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 336,267 | 19,093 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLAZER CAPITAL, LLC | History | No change | 323,587 | 18,373 | 0.45% | 0.45% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | No change | 316,352 | 17,962 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 315,011 | 17,886 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | No change | 307,584 | 17,464 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 300,000 | 17,034 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 299,090 | 16,982 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 297,087 | 16,868 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 286,261 | 16,253 | 0.29% | 0.29% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 280,760 | 15,941 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 272,933 | 15,497 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 270,666 | 15,368 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 265,004 | 15,350 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PSquared Asset Management AG | History | No change | 274,400 | 15,349 | 5.02% | 5.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Groupe la Francaise | History | No change | 341,953 | 14,257 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 234,236 | 13,660 | 0.01% | 0.01% | 71 | +6,891 | 3.03% | Q3 2026 | Nov 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 234,603 | 13,320 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 223,100 | 12,667 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 219,290 | 12,451 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 214,209 | 12,162 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 213,525 | 12,123 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 212,868 | 12,086 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birnam Oak Advisors, LP | History | No change | 198,018 | 11,243 | 1.82% | 1.82% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 196,700 | 11,168 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 173,680 | 10,129 | 0.05% | 0.07% | 80 | -89,615 | -34.04% | Q3 2026 | Nov 03, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 178,000 | 10,106 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 173,148 | 9,831 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 160,279 | 9,100 | 0.59% | 0.59% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Athos Capital Ltd | History | No change | 157,592 | 8,948 | 3.18% | 3.18% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 149,080 | 8,464 | 0.62% | 0.62% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 138,521 | 7,865 | 0.79% | 0.79% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 132,319 | 7,513 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 127,385 | 7,232 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 123,541 | 7,015 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 116,439 | 6,611 | 0.42% | 0.42% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magellan Asset Management Ltd | History | No change | 116,027 | 6,588 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 114,211 | 6,484 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FMR LLC | History | No change | 113,718 | 6,456 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 112,495 | 6,387 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 112,164 | 6,368 | 0.17% | 0.17% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 112,141 | 6,367 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 106,960 | 6,073 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 103,366 | 6,028 | 0.02% | 0.02% | 98 | +313 | 0.3% | Q3 2026 | Nov 04, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 102,623 | 5,826 | 0.53% | 0.53% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 101,419 | 5,758 | 0.31% | 0.31% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 97,364 | 5,528 | 0.77% | 0.77% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 94,560 | 5,514 | 0.01% | 0.01% | 102 | +4,745 | 5.28% | Q3 2026 | Oct 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 92,727 | 5,265 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 90,000 | 5,110 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 88,317 | 5,015 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yaupon Capital Management LP | History | No change | 83,808 | 4,758 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 82,501 | 4,684 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 81,200 | 4,610 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 79,092 | 4,490 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 76,728 | 4,474 | 0.0% | 0.0% | 110 | +47,576 | 163.2% | Q3 2026 | Nov 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 78,159 | 4,437 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 78,109 | 4,435 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 78,063 | 4,432 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 74,387 | 4,223 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 71,740 | 4,073 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 71,498 | 4,060 | 0.91% | 0.91% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 70,195 | 3,985 | 0.26% | 0.26% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 68,394 | 3,883 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 68,165 | 3,870 | 2.03% | 2.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 67,981 | 3,859 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 66,954 | 3,801 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACQUARIE GROUP LTD | History | No change | 63,969 | 3,632 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kintayl Capital LP | History | No change | 59,168 | 3,359 | 1.33% | 1.33% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 57,514 | 3,354 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| XTX Topco Ltd | History | No change | 59,059 | 3,353 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 58,848 | 3,341 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 58,622 | 3,328 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westchester Capital Management, LLC | History | No change | 58,597 | 3,327 | 0.16% | 0.16% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 58,595 | 3,327 | 0.13% | 0.13% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 55,722 | 3,163 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 53,965 | 3,147 | 0.0% | 0.0% | 131 | -107,391 | -66.56% | Q3 2026 | Nov 04, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 50,000 | 2,839 | 0.33% | 0.33% | 132 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 47,169 | 2,750 | 0.0% | 0.0% | 133 | +1,730 | 3.81% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 47,682 | 2,707 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carmignac Gestion | History | No change | 47,000 | 2,668 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Added to | 43,055 | 2,511 | 0.02% | 0.02% | 136 | +628 | 1.48% | Q3 2026 | Oct 23, 2026 |
| Jupiter Topco LLC | History | No change | 44,219 | 2,511 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 43,609 | 2,476 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 43,343 | 2,461 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,027 | 2,418 | 0.0% | 0.0% | 140 | +37,801 | 409.72% | Q3 2026 | Oct 13, 2026 |
| Atom Investors LP | History | No change | 42,034 | 2,386 | 0.21% | 0.21% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 41,484 | 2,355 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 41,236 | 2,341 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,970 | 2,326 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 39,613 | 2,249 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Defiance ETFs, LLC | History | No change | 37,966 | 2,153 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 37,150 | 2,109 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 36,097 | 2,105 | 0.01% | 0.01% | 148 | -1,416 | -3.77% | Q3 2026 | Nov 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 35,523 | 2,071 | 0.02% | 0.02% | 149 | -484 | -1.34% | Q3 2026 | Oct 23, 2026 |
| Corient Private Wealth LP | History | No change | 36,047 | 2,046 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 34,747 | 2,026 | 0.2% | 0.43% | 151 | -35,895 | -50.81% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 35,165 | 1,996 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 34,729 | 1,971 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,172 | 1,883 | 0.0% | 0.0% | 154 | +4,264 | 15.28% | Q3 2026 | Oct 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 32,072 | 1,821 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 31,025 | 1,809 | 0.01% | 0.01% | 156 | -1,210 | -3.75% | Q3 2026 | Oct 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 31,596 | 1,794 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 30,761 | 1,746 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 29,800 | 1,737 | 0.03% | 0.02% | 159 | +600 | 2.05% | Q3 2026 | Oct 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 30,430 | 1,727 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 29,546 | 1,723 | 0.01% | 0.01% | 161 | -346 | -1.16% | Q3 2026 | Nov 02, 2026 |
| Achmea Investment Management B.V. | History | New | 29,500 | 1,721 | 0.01% | — | 163 | +29,500 | New | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,538 | 1,721 | 0.03% | 0.01% | 162 | +23,049 | 355.2% | Q3 2026 | Oct 26, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,289 | 1,720 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 28,063 | 1,636 | 0.01% | 0.01% | 165 | +1,014 | 3.75% | Q3 2026 | Nov 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 28,679 | 1,628 | 0.45% | 0.45% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 28,464 | 1,616 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 27,802 | 1,578 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | No change | 27,393 | 1,555 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,922 | 1,511 | 0.02% | 0.02% | 170 | -1,239 | -4.56% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,461 | 1,502 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versor Investments LP | History | New | 24,694 | 1,440 | 2.41% | — | 172 | +24,694 | New | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 24,364 | 1,383 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 23,489 | 1,369 | 0.01% | 0.01% | 174 | +200 | 0.86% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 22,412 | 1,272 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,126 | 1,256 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,076 | 1,253 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 21,267 | 1,240 | 0.1% | 0.1% | 178 | -71 | -0.33% | Q3 2026 | Oct 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 20,739 | 1,209 | 0.01% | 0.01% | 179 | +100 | 0.48% | Q3 2026 | Oct 29, 2026 |
| Vestcor Inc | History | No change | 20,839 | 1,183 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 19,842 | 1,157 | 0.04% | 0.03% | 181 | +4,683 | 30.89% | Q3 2026 | Oct 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,524 | 1,108 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 18,810 | 1,068 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,739 | 1,034 | 0.0% | 0.01% | 184 | -116,508 | -86.79% | Q3 2026 | Oct 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 17,794 | 1,010 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 17,599 | 999 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,500 | 994 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pictet Asset Management Holding SA | History | No change | 16,887 | 984 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,993 | 964 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 16,963 | 963 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 16,176 | 943 | 0.02% | 0.0% | 191 | +11,495 | 245.57% | Q3 2026 | Oct 23, 2026 |
| STRS OHIO | History | Added to | 16,100 | 938 | 0.0% | 0.0% | 192 | +5,500 | 51.89% | Q3 2026 | Oct 30, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 16,468 | 935 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 15,946 | 933 | 0.03% | 0.02% | 194 | +1,199 | 8.13% | Q3 2026 | Oct 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 16,059 | 911 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 15,500 | 902 | 0.01% | 0.01% | 196 | +67 | 0.43% | Q3 2026 | Oct 15, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15,470 | 878 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 14,896 | 868 | 0.01% | 0.01% | 198 | -25 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Point72 Asset Management, L.P. | History | No change | 15,048 | 854 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carlson Capital, L.P. | History | No change | 15,000 | 851 | 0.17% | 0.17% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 15,000 | 851 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 14,559 | 849 | 0.0% | — | 202 | +14,559 | New | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,491 | 822 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,471 | 821 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,998 | 816 | 0.01% | 0.01% | 205 | +5,717 | 69.04% | Q3 2026 | Oct 28, 2026 |
| Savant Capital, LLC | History | No change | 14,084 | 811 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | New | 13,556 | 790 | 0.0% | — | 207 | +13,556 | New | Q3 2026 | Oct 23, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,131 | 765 | 0.03% | 0.03% | 208 | -1,080 | -7.6% | Q3 2026 | Oct 22, 2026 |
| Pacer Advisors, Inc. | History | No change | 13,459 | 764 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 13,136 | 745 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,594 | 715 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 11,976 | 698 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,975 | 679 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 11,449 | 667 | 0.17% | 0.32% | 214 | -10,650 | -48.19% | Q3 2026 | Oct 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,453 | 650 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank & Trust Co | History | Reduced | 11,003 | 641 | 0.4% | 0.4% | 216 | -87 | -0.78% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,240 | 638 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 10,328 | 602 | 0.02% | 0.02% | 218 | -115 | -1.1% | Q3 2026 | Oct 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 10,311 | 601 | 0.0% | 0.0% | 219 | +2,982 | 40.69% | Q3 2026 | Oct 13, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 10,200 | 579 | 0.41% | 0.41% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,906 | 577 | 0.01% | — | 222 | +9,906 | New | Q3 2026 | Oct 16, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,170 | 577 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,098 | 573 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cannon Global Investment Management, LLC | History | No change | 10,000 | 567 | 1.6% | 1.6% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Engineers Gate Manager LP | History | No change | 9,440 | 536 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,176 | 520 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 8,862 | 516 | 0.01% | — | 227 | +8,862 | New | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,961 | 508 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Olympiad Research LP | History | No change | 8,663 | 505 | 0.66% | 1.02% | 229 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,825 | 501 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,240 | 480 | 0.0% | 0.0% | 231 | +215 | 2.68% | Q3 2026 | Nov 02, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 8,200 | 465 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | New | 7,917 | 461 | 0.08% | — | 233 | +7,917 | New | Q3 2026 | Oct 19, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,698 | 437 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 7,626 | 433 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 7,348 | 421 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballentine Partners, LLC | History | No change | 7,384 | 419 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 7,014 | 398 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,790 | 395 | 0.0% | 0.0% | 239 | +178 | 2.69% | Q3 2026 | Nov 03, 2026 |
| Tyche Wealth Partners LLC | History | No change | 6,593 | 374 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,399 | 373 | 0.01% | 0.01% | 241 | -5,060 | -44.16% | Q3 2026 | Oct 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 6,506 | 369 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,172 | 359 | 0.0% | 0.0% | 243 | -398 | -6.06% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 6,295 | 357 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 6,059 | 344 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 5,738 | 336 | 0.01% | — | 246 | +5,738 | New | Q3 2026 | Oct 09, 2026 |
| LPL Financial LLC | History | No change | 5,892 | 334 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,717 | 333 | 0.0% | 0.0% | 248 | +1,944 | 51.52% | Q3 2026 | Oct 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 5,600 | 326 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,595 | 317 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 5,574 | 316 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,380 | 313 | 0.0% | 0.0% | 252 | +1,701 | 46.24% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,421 | 307 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,118 | 298 | 0.0% | 0.0% | 254 | +111 | 2.22% | Q3 2026 | Oct 16, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 5,018 | 292 | 0.0% | 0.0% | 255 | -211 | -4.04% | Q3 2026 | Oct 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,133 | 291 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,051 | 286 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 4,900 | 278 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,889 | 277 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,865 | 276 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 4,696 | 273 | 0.0% | — | 261 | +4,696 | New | Q3 2026 | Oct 23, 2026 |
| M&T BANK CORP | History | No change | 4,748 | 269 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 4,713 | 267 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 4,506 | 255 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,360 | 254 | 0.0% | — | 265 | +4,360 | New | Q3 2026 | Oct 22, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,340 | 253 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Themes Management Co LLC | History | Reduced | 4,255 | 248 | 0.16% | 0.18% | 267 | -668 | -13.57% | Q3 2026 | Oct 29, 2026 |
| Empowered Funds, LLC | History | No change | 4,302 | 244 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 4,169 | 243 | 0.01% | 0.01% | 269 | +7 | 0.17% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,137 | 241 | 0.0% | 0.0% | 271 | -1,007 | -19.58% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,251 | 241 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,173 | 236 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,140 | 235 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fieldview Capital Management, LLC | History | No change | 4,038 | 229 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 4,000 | 227 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,912 | 222 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Krilogy Financial LLC | History | New | 3,674 | 214 | 0.01% | — | 277 | +3,674 | New | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,657 | 207 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,564 | 202 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 3,405 | 193 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,219 | 182 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | Added to | 3,013 | 176 | 0.0% | 0.0% | 282 | +713 | 31.0% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | No change | 2,977 | 169 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,882 | 168 | 0.02% | 0.02% | 284 | -35 | -1.2% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,826 | 160 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,585 | 150 | 0.0% | 0.0% | 286 | +1,620 | 167.88% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,544 | 148 | 0.0% | 0.0% | 287 | +1,099 | 76.06% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,434 | 138 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,291 | 133 | 0.0% | 0.0% | 289 | +68 | 3.06% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Added to | 2,080 | 121 | 0.0% | 0.0% | 290 | +1,396 | 204.09% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,889 | 107 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rydar Equities, Inc. | History | New | 1,798 | 105 | 0.05% | — | 292 | +1,798 | New | Q3 2026 | Oct 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,500 | 87 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 1,548 | 87 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,347 | 78 | 0.01% | 0.01% | 295 | +92 | 7.33% | Q3 2026 | Oct 01, 2026 |
| UMB Bank, n.a. | History | No change | 1,290 | 73 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,104 | 64 | 0.09% | 0.0% | 297 | +1,070 | 3147.06% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,081 | 61 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 950 | 53 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 913 | 51 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 854 | 49 | 0.02% | 0.0% | 301 | +827 | 3062.96% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 811 | 46 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 786 | 45 | 0.01% | 0.0% | 304 | +759 | 2811.11% | Q3 2026 | Oct 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 801 | 45 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 739 | 43 | 0.0% | 0.0% | 307 | +9 | 1.23% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 770 | 43 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 766 | 43 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 686 | 40 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Arax Advisory Partners | History | No change | 675 | 38 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 618 | 36 | 0.01% | 0.0% | 310 | +369 | 148.19% | Q3 2026 | Nov 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 598 | 34 | 0.0% | — | 311 | +598 | New | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 534 | 31 | 0.0% | 0.0% | 313 | +508 | 1953.85% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 560 | 31 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 536 | 31 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Optiver Holding B.V. | History | No change | 538 | 30 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 522 | 29 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 507 | 29 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 474 | 27 | 0.0% | 0.0% | 318 | +85 | 21.85% | Q3 2026 | Oct 05, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 475 | 27 | 0.0% | 0.0% | 320 | -1 | -0.21% | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 480 | 27 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 378 | 22 | 0.0% | 0.0% | 321 | +2 | 0.53% | Q3 2026 | Oct 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 400 | 22 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 370 | 21 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 377 | 21 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 371 | 21 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 326 | 19 | 0.01% | 0.01% | 326 | +23 | 7.59% | Q3 2026 | Nov 05, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 325 | 18 | 0.0% | 0.0% | 327 | +101 | 45.09% | Q3 2026 | Oct 28, 2026 |
| Marquette Asset Management, LLC | History | New | 297 | 17 | 0.0% | — | 329 | +297 | New | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | Reduced | 302 | 17 | 0.0% | 0.0% | 328 | -3 | -0.98% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 279 | 16 | 0.0% | 0.0% | 330 | +78 | 38.81% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 280 | 16 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 250 | 14 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Tidemark, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elyxium Wealth, LLC | History | New | 239 | 13 | 0.0% | — | 337 | +239 | New | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | New | 231 | 13 | 0.0% | — | 336 | +231 | New | Q3 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | Added to | 228 | 13 | 0.0% | 0.0% | 334 | +3 | 1.33% | Q3 2026 | Oct 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 219 | 13 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 199 | 11 | 0.0% | — | 339 | +199 | New | Q3 2026 | Oct 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 199 | 11 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | New | 172 | 10 | 0.0% | — | 340 | +172 | New | Q3 2026 | Oct 15, 2026 |
| Covestor Ltd | History | Added to | 167 | 10 | 0.01% | 0.0% | 341 | +28 | 20.14% | Q3 2026 | Oct 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 192 | 10 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 158 | 9 | 0.0% | — | 344 | +158 | New | Q3 2026 | Oct 30, 2026 |
| Smithfield Trust Co | History | No change | 150 | 9 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 155 | 8 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 136 | 7 | 0.0% | 0.0% | 346 | +49 | 56.32% | Q3 2026 | Oct 28, 2026 |
| FIRST HORIZON CORP | History | New | 109 | 6 | 0.0% | — | 348 | +109 | New | Q3 2026 | Oct 26, 2026 |
| Ascentis Independent Advisors | History | New | 103 | 6 | 0.0% | — | 349 | +103 | New | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 100 | 5 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 83 | 4 | 0.0% | — | 356 | +83 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 69 | 4 | 0.0% | 0.0% | 352 | +45 | 187.5% | Q3 2026 | Oct 20, 2026 |
| Torren Management, LLC | History | Added to | 80 | 4 | 0.0% | 0.0% | 354 | +1 | 1.27% | Q3 2026 | Oct 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 81 | 4 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WealthCollab, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 72 | 4 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | Added to | 63 | 3 | 0.0% | 0.0% | 358 | +31 | 96.88% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 53 | 3 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sachetta, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GK Wealth Management LLC | History | New | 48 | 2 | 0.0% | — | 371 | +48 | New | Q3 2026 | Oct 09, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 39 | 2 | 0.0% | 0.0% | 366 | +3 | 8.33% | Q3 2026 | Oct 20, 2026 |
| WHITTIER TRUST CO | History | No change | 47 | 2 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Heritage Wealth Advisors | History | No change | 50 | 2 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 42 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 24 | 1 | 0.0% | — | 379 | +24 | New | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 21 | 1 | 0.0% | — | 378 | +21 | New | Q3 2026 | Oct 23, 2026 |
| American Capital Advisory, LLC | History | Added to | 19 | 1 | 0.0% | — | 375 | +5 | 35.71% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 27 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -27,959 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,699 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -6,395 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,964 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,633 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -317 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -85 | -89.47% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2026 | Oct 19, 2026 |
| James T. Borello RIA | History | Reduced | 5 | 0 | — | 0.0% | — | -57 | -91.94% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Nov 02, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Planning Strategies Inc. | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q3 2026 | Oct 02, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Blue Trust, Inc. | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q3 2026 | Oct 15, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 21, 2026 |
| Horizon Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Elequin Capital, LP | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rakuten Securities, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |