UNITED BANKSHARES INC/WV - UBSI
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 | 20,187,911 | 925,211 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 8,640,931 | 399,131 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,771,540 | 357,026 | 0.06% | 0.06% | 3 | +80,153 | 1.04% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,280,922 | 333,684 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,246,820 | 286,291 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,108,797 | 188,334 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNEST PARTNERS LLC | History | No change | 3,970,649 | 181,974 | 0.66% | 0.66% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,947,138 | 135,067 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,289,566 | 104,358 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,707,953 | 78,275 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,666,761 | 76,387 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,571,131 | 72,004 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,569,063 | 71,910 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,556,944 | 71,354 | 0.47% | 0.47% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,495,680 | 68,547 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,413,963 | 64,801 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,395,828 | 63,970 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,330,314 | 60,968 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,274,340 | 58,403 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 1,139,377 | 52,217 | 0.46% | 0.46% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 982,827 | 45,042 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 915,916 | 41,976 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 775,089 | 35,522 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED BANK | History | No change | 713,131 | 32,682 | 3.83% | 3.83% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 651,485 | 29,857 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 600,955 | 27,607 | 0.04% | 0.05% | 26 | -174,593 | -22.51% | Q3 2026 | Oct 28, 2026 |
| Invesco Ltd. | History | No change | 582,136 | 26,679 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 571,327 | 26,183 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 570,880 | 26,163 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 532,273 | 24,394 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 524,900 | 24,113 | 0.61% | 0.32% | 31 | +207,101 | 65.17% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 492,575 | 22,574 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 443,300 | 20,316 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 416,834 | 19,103 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 416,064 | 19,068 | 0.38% | 0.38% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 382,573 | 17,542 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 366,384 | 16,791 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 351,935 | 16,378 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 317,019 | 14,563 | 0.01% | 0.01% | 39 | +3,412 | 1.09% | Q3 2026 | Nov 02, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 297,241 | 13,622 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 280,363 | 12,849 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 280,295 | 12,845 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 259,447 | 11,890 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 282,427 | 11,698 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 233,034 | 10,679 | 0.43% | 0.43% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 231,417 | 10,605 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 227,037 | 10,405 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 224,790 | 10,302 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 217,118 | 9,950 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legal & General Group Plc | History | No change | 191,834 | 8,791 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 190,478 | 8,730 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 171,875 | 7,895 | 0.73% | 0.77% | 52 | -650 | -0.38% | Q3 2026 | Oct 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 170,195 | 7,800 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 168,003 | 7,718 | 0.15% | 0.15% | 54 | +5,468 | 3.36% | Q3 2026 | Oct 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 162,655 | 7,454 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 161,335 | 7,393 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 147,172 | 6,744 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 147,071 | 6,740 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 146,119 | 6,696 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 145,917 | 6,687 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 145,460 | 6,666 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 140,168 | 6,439 | 0.02% | 0.02% | 62 | -2,020 | -1.42% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 138,402 | 6,358 | 0.01% | 0.01% | 63 | -1,632 | -1.17% | Q3 2026 | Oct 22, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 128,882 | 5,920 | 1.13% | 1.14% | 64 | -9,611 | -6.94% | Q3 2026 | Oct 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 128,183 | 5,874 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 128,009 | 5,866 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 126,573 | 5,800 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 125,246 | 5,740 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 111,539 | 5,124 | 0.05% | 0.05% | 69 | -902 | -0.8% | Q3 2026 | Oct 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 110,068 | 5,044 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 108,547 | 4,986 | 0.56% | 0.56% | 71 | -17 | -0.02% | Q3 2026 | Oct 16, 2026 |
| Wealthspire Advisors, LLC | History | No change | 102,945 | 4,718 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 102,412 | 4,693 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 100,000 | 4,583 | 0.84% | 0.84% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 99,599 | 4,564 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 99,496 | 4,559 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 98,173 | 4,499 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 96,609 | 4,427 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 86,817 | 3,978 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 86,301 | 3,953 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 85,114 | 3,910 | 0.13% | 0.11% | 81 | -15,116 | -15.08% | Q3 2026 | Nov 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 84,665 | 3,889 | 0.16% | 0.06% | 82 | +1,057 | 1.26% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Reduced | 83,548 | 3,838 | 0.0% | 0.0% | 83 | -85,131 | -50.47% | Q3 2026 | Nov 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 81,309 | 3,726 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 80,923 | 3,708 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80,771 | 3,701 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 79,939 | 3,663 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 78,632 | 3,603 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 77,894 | 3,569 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 76,327 | 3,498 | 0.49% | 0.49% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 76,245 | 3,494 | 2.06% | 2.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Point72 Asset Management, L.P. | History | No change | 76,145 | 3,489 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 73,856 | 3,384 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 73,772 | 3,380 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 71,787 | 3,289 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 71,404 | 3,272 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 70,653 | 3,245 | 0.0% | 0.0% | 97 | +3,468 | 5.16% | Q3 2026 | Nov 02, 2026 |
| BROWN ADVISORY INC | History | No change | 70,765 | 3,243 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 69,199 | 3,191 | 0.11% | 0.12% | 99 | -3,200 | -4.42% | Q3 2026 | Nov 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 68,568 | 3,150 | 0.06% | 0.06% | 100 | -2,221 | -3.14% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 67,750 | 3,104 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 66,243 | 3,035 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 63,924 | 2,929 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 63,440 | 2,907 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 62,405 | 2,860 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 62,300 | 2,855 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 61,534 | 2,820 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 59,519 | 2,727 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 58,350 | 2,681 | 0.02% | 0.02% | 109 | -90 | -0.15% | Q3 2026 | Oct 23, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 56,541 | 2,591 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 55,570 | 2,546 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 54,885 | 2,521 | 0.04% | 0.05% | 112 | -2,463 | -4.29% | Q3 2026 | Oct 21, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 53,146 | 2,435 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 52,169 | 2,391 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CrossGen Wealth, LLC | History | Added to | 51,799 | 2,379 | 1.75% | 1.84% | 115 | +8 | 0.02% | Q3 2026 | Oct 29, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 51,420 | 2,356 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | No change | 51,088 | 2,341 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,413 | 2,303 | 0.0% | 0.0% | 118 | +4,014 | 8.65% | Q3 2026 | Oct 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 48,463 | 2,221 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 48,169 | 2,212 | 0.02% | 0.02% | 120 | -1,515 | -3.05% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,881 | 2,148 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 45,562 | 2,088 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 44,910 | 2,058 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,543 | 2,046 | 0.0% | 0.0% | 124 | +917 | 2.1% | Q3 2026 | Nov 02, 2026 |
| CSM Advisors, LLC | History | No change | 44,155 | 2,023 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,267 | 1,982 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 42,279 | 1,938 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 42,255 | 1,936 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,814 | 1,917 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 41,351 | 1,895 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 40,400 | 1,855 | 0.03% | 0.03% | 131 | +200 | 0.5% | Q3 2026 | Oct 20, 2026 |
| DOVER ADVISORS, LLC | History | No change | 47,027 | 1,825 | 0.75% | 0.75% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 39,403 | 1,810 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Arizona State Retirement System | History | Added to | 38,807 | 1,782 | 0.01% | 0.01% | 134 | +268 | 0.7% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 38,835 | 1,779 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 38,372 | 1,762 | 0.31% | 0.34% | 136 | -2,273 | -5.59% | Q3 2026 | Oct 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 38,025 | 1,742 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 37,900 | 1,741 | 0.01% | 0.01% | 138 | +1,800 | 4.99% | Q3 2026 | Oct 28, 2026 |
| Atria Investments, Inc | History | Reduced | 37,599 | 1,727 | 0.02% | 0.02% | 139 | -265 | -0.7% | Q3 2026 | Oct 15, 2026 |
| Verity Asset Management, Inc. | History | Added to | 37,260 | 1,711 | 0.66% | 0.63% | 140 | +899 | 2.47% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 37,095 | 1,700 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 36,983 | 1,694 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 36,646 | 1,679 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 36,614 | 1,678 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,324 | 1,664 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klingman & Associates, LLC | History | No change | 35,398 | 1,626 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 35,325 | 1,618 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 35,069 | 1,611 | 0.02% | 0.02% | 148 | -2,818 | -7.44% | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 34,906 | 1,599 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 34,699 | 1,594 | 0.28% | 0.26% | 150 | -7,367 | -17.51% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 33,703 | 1,554 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 33,361 | 1,541 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 33,404 | 1,530 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crown Wealth Group, LLC | History | No change | 33,031 | 1,517 | 0.38% | 0.38% | 154 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,576 | 1,496 | 0.0% | 0.0% | 155 | -2,268 | -6.51% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 32,437 | 1,490 | 0.01% | 0.01% | 156 | -475 | -1.44% | Q3 2026 | Nov 03, 2026 |
| Artemis Investment Management LLP | History | Reduced | 32,417 | 1,489 | 0.01% | 0.02% | 157 | -14,425 | -30.8% | Q3 2026 | Oct 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 31,913 | 1,466 | 0.01% | 0.01% | 158 | -200 | -0.62% | Q3 2026 | Oct 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 31,590 | 1,451 | 0.07% | 0.07% | 159 | +18 | 0.06% | Q3 2026 | Oct 16, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 31,500 | 1,443 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 31,351 | 1,436 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 30,925 | 1,417 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 30,713 | 1,407 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 30,525 | 1,398 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 30,494 | 1,397 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 29,957 | 1,376 | 0.01% | 0.02% | 166 | -2,198 | -6.84% | Q3 2026 | Oct 30, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 29,209 | 1,338 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 29,100 | 1,336 | 0.0% | 0.0% | 168 | +8,300 | 39.9% | Q3 2026 | Oct 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,704 | 1,318 | 0.0% | 0.0% | 169 | +796 | 2.85% | Q3 2026 | Oct 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 28,112 | 1,291 | 0.01% | 0.01% | 170 | -300 | -1.06% | Q3 2026 | Oct 29, 2026 |
| Advisory Services Network, LLC | History | No change | 27,608 | 1,265 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,400 | 1,256 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 26,834 | 1,229 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 26,052 | 1,196 | 0.31% | 0.32% | 174 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 25,956 | 1,189 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 25,928 | 1,188 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 24,959 | 1,156 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,144 | 1,152 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Legato Capital Management LLC | History | No change | 24,583 | 1,126 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 23,870 | 1,096 | 0.25% | 0.25% | 180 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 23,209 | 1,066 | 0.04% | 0.07% | 181 | -10,106 | -30.33% | Q3 2026 | Nov 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,229 | 1,064 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 23,099 | 1,058 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 22,588 | 1,035 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,564 | 1,034 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 22,209 | 1,017 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 21,965 | 1,009 | 0.08% | 0.08% | 187 | +629 | 2.95% | Q3 2026 | Oct 19, 2026 |
| Fieldview Capital Management, LLC | History | No change | 22,002 | 1,008 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 21,651 | 994 | 0.0% | 0.0% | 189 | -781 | -3.48% | Q3 2026 | Nov 04, 2026 |
| BRIGHTON JONES LLC | History | Added to | 21,345 | 980 | 0.02% | 0.02% | 190 | +239 | 1.13% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,342 | 978 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 23,198 | 960 | 0.6% | 0.6% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 20,612 | 945 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20,155 | 931 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,247 | 930 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,011 | 917 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 19,648 | 902 | 0.02% | 0.03% | 197 | -2,000 | -9.24% | Q3 2026 | Oct 22, 2026 |
| XPONANCE LLC | History | Reduced | 19,509 | 896 | 0.01% | 0.01% | 198 | -1,073 | -5.21% | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 19,191 | 889 | 0.03% | — | 199 | +19,191 | New | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,145 | 877 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tranquility Partners, LLC | History | No change | 18,816 | 864 | 0.3% | 0.3% | 201 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 18,598 | 852 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,064 | 829 | 0.01% | 0.01% | 203 | -1,569 | -7.99% | Q3 2026 | Oct 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,771 | 814 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CWA Asset Management Group, LLC | History | No change | 16,448 | 755 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Corient Private Wealth LP | History | No change | 15,960 | 734 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Atom Investors LP | History | No change | 15,813 | 724 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 15,535 | 712 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 15,410 | 706 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 15,343 | 703 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 15,195 | 698 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 15,212 | 697 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 14,931 | 685 | 0.22% | 0.22% | 213 | +739 | 5.21% | Q3 2026 | Nov 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 14,855 | 680 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Lynx Investment Advisory | History | Added to | 14,797 | 679 | 0.22% | 0.16% | 215 | +4,416 | 42.54% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 14,752 | 676 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,461 | 664 | 0.0% | 0.0% | 217 | +50 | 0.35% | Q3 2026 | Oct 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,487 | 663 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,898 | 638 | 0.03% | 0.03% | 219 | -954 | -6.42% | Q3 2026 | Oct 22, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 13,931 | 636 | 0.05% | 0.04% | 220 | +4,442 | 46.81% | Q3 2026 | Oct 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,741 | 631 | 0.01% | 0.01% | 221 | +3,606 | 35.58% | Q3 2026 | Oct 28, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 13,621 | 626 | 0.21% | 0.22% | 222 | -96 | -0.7% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,507 | 619 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Advisors | History | No change | 13,344 | 611 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 13,328 | 610 | 0.33% | 0.33% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 13,100 | 600 | 0.42% | 0.42% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 13,062 | 598 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 12,999 | 597 | 0.15% | 0.15% | 228 | +107 | 0.83% | Q3 2026 | Nov 02, 2026 |
| Abel Hall, LLC | History | Added to | 12,158 | 558 | 0.1% | 0.1% | 229 | +1 | 0.01% | Q3 2026 | Oct 19, 2026 |
| DRW Securities, LLC | History | No change | 11,969 | 548 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 11,866 | 545 | 0.01% | 0.01% | 231 | +14 | 0.12% | Q3 2026 | Oct 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,861 | 543 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,797 | 541 | 0.0% | 0.0% | 233 | +3,035 | 34.64% | Q3 2026 | Oct 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11,738 | 539 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| COURIER CAPITAL LLC | History | No change | 11,407 | 524 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 11,098 | 509 | 0.0% | 0.0% | 237 | +44 | 0.4% | Q3 2026 | Oct 29, 2026 |
| AVIVA PLC | History | No change | 11,122 | 509 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 10,138 | 482 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,278 | 472 | 0.01% | 0.01% | 239 | +693 | 7.23% | Q3 2026 | Oct 23, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,177 | 466 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PlanVest Financial, Inc | History | No change | 10,062 | 461 | 0.31% | 0.31% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 9,918 | 454 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 9,858 | 452 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Freestone Grove Partners LP | History | No change | 9,808 | 449 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 10,166 | 444 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,593 | 439 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 9,478 | 435 | 0.25% | 0.24% | 247 | +258 | 2.8% | Q3 2026 | Oct 20, 2026 |
| AlTi Global, Inc. | History | No change | 9,434 | 435 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,467 | 433 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 9,296 | 427 | 0.19% | 0.21% | 250 | +10 | 0.11% | Q3 2026 | Oct 15, 2026 |
| CITY HOLDING CO | History | No change | 9,258 | 425 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Goldstone Financial Group, LLC | History | No change | 9,256 | 424 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 8,983 | 411 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curran Financial Partners, LLC | History | No change | 8,841 | 406 | 0.07% | 0.06% | 254 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 8,787 | 403 | 0.61% | 0.6% | 255 | -486 | -5.24% | Q3 2026 | Oct 20, 2026 |
| NovaPoint Capital, LLC | History | No change | 8,743 | 401 | 0.09% | 0.08% | 256 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AlphaGrep UK Ltd | History | No change | 8,755 | 401 | 0.12% | 0.12% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 8,725 | 399 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Point Wealth Management, LLC | History | Added to | 8,445 | 387 | 0.31% | 0.31% | 259 | +69 | 0.82% | Q3 2026 | Nov 04, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 8,335 | 382 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 8,326 | 381 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 8,325 | 381 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,289 | 380 | 0.0% | 0.01% | 263 | +30 | 0.36% | Q3 2026 | Nov 04, 2026 |
| RIA Advisory Group LLC | History | Reduced | 8,163 | 374 | 0.11% | 0.09% | 264 | -1,293 | -13.67% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,038 | 368 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,000 | 367 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,843 | 360 | 0.0% | — | 267 | +7,843 | New | Q3 2026 | Oct 21, 2026 |
| MQS Management LLC | History | No change | 7,847 | 359 | 0.44% | 0.44% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 7,572 | 347 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,553 | 346 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | No change | 7,549 | 345 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMN Financial LLC | History | No change | 7,451 | 344 | 0.27% | 0.27% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,384 | 339 | 0.0% | 0.0% | 273 | -334 | -4.33% | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,316 | 335 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 7,331 | 335 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,209 | 331 | 0.01% | 0.01% | 276 | -465 | -6.06% | Q3 2026 | Oct 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,013 | 322 | 0.0% | 0.0% | 277 | +3,612 | 106.2% | Q3 2026 | Oct 28, 2026 |
| TSG Advice Partners, LLC | History | New | 7,012 | 321 | 0.04% | — | 278 | +7,012 | New | Q3 2026 | Oct 29, 2026 |
| Teton Advisors, LLC | History | No change | 7,000 | 320 | 0.18% | 0.18% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 6,876 | 315 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,785 | 311 | 0.0% | 0.0% | 282 | +13 | 0.19% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,782 | 311 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Edgestream Partners, L.P. | History | No change | 6,777 | 310 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 6,780 | 310 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 6,610 | 306 | 0.0% | 0.0% | 285 | +1,604 | 32.04% | Q3 2026 | Oct 23, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 6,574 | 302 | 0.03% | 0.04% | 286 | -1,090 | -14.22% | Q3 2026 | Oct 23, 2026 |
| Accordant Advisory Group Inc | History | No change | 6,500 | 298 | 0.19% | 0.2% | 287 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Mutual Advisors, LLC | History | No change | 6,361 | 291 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 6,336 | 290 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 6,277 | 287 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 6,257 | 287 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,191 | 283 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 6,187 | 283 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | Reduced | 5,998 | 277 | 0.0% | 0.0% | 294 | -627 | -9.46% | Q3 2026 | Oct 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,020 | 276 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,942 | 272 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,779 | 267 | 0.0% | 0.0% | 297 | +1,863 | 47.57% | Q3 2026 | Oct 20, 2026 |
| Prospera Financial Services Inc | History | No change | 5,443 | 262 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 5,712 | 261 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 5,565 | 255 | 0.15% | 0.14% | 300 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Employees Retirement System of Texas | History | No change | 5,548 | 254 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 5,517 | 252 | 0.08% | 0.08% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 5,466 | 250 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,459 | 250 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,412 | 248 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 5,393 | 247 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,378 | 246 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,353 | 245 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | No change | 5,271 | 241 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 5,201 | 240 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 5,176 | 239 | 0.02% | — | 311 | +5,176 | New | Q3 2026 | Oct 28, 2026 |
| KBC Group NV | History | No change | 5,180 | 238 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 5,198 | 238 | 0.06% | 0.06% | 313 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vectors Research Management, LLC | History | No change | 5,118 | 234 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sivia Capital Partners, LLC | History | No change | 5,017 | 229 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,924 | 226 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 4,870 | 223 | 0.01% | 0.01% | 317 | -63 | -1.28% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,671 | 215 | 0.0% | 0.0% | 318 | -90 | -1.89% | Q3 2026 | Oct 26, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,662 | 213 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite FO LLC | History | No change | 4,619 | 212 | 0.11% | 0.11% | 320 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Callan Family Office, LLC | History | No change | 4,615 | 211 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,575 | 210 | 0.01% | 0.01% | 322 | +43 | 0.95% | Q3 2026 | Oct 22, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 4,563 | 209 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 4,549 | 208 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,559 | 208 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,526 | 207 | 0.11% | 0.11% | 326 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,400 | 203 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | Added to | 4,331 | 198 | 0.01% | 0.01% | 328 | +464 | 12.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,277 | 196 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,159 | 192 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 3,786 | 173 | 0.16% | 0.15% | 331 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 3,757 | 172 | 0.04% | 0.04% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burnham & Co LLC | History | No change | 3,544 | 162 | 0.13% | 0.13% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 3,520 | 161 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | No change | 3,401 | 155 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop National Bank | History | No change | 3,192 | 146 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,092 | 142 | 0.04% | 0.04% | 337 | +25 | 0.82% | Q3 2026 | Oct 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 3,065 | 140 | 0.21% | 0.05% | 338 | +1,880 | 158.65% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,465 | 112 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | Reduced | 2,412 | 110 | 0.0% | 0.0% | 340 | -1,490 | -38.19% | Q3 2026 | Oct 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,370 | 109 | 0.01% | 0.0% | 341 | +1,419 | 149.21% | Q3 2026 | Oct 22, 2026 |
| Hughes Financial Services, LLC | History | Added to | 1,741 | 84 | 0.01% | 0.01% | 343 | +3 | 0.17% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 1,830 | 84 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,799 | 82 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,673 | 76 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,637 | 75 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,600 | 73 | 0.02% | 0.03% | 347 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,536 | 70 | 0.0% | 0.0% | 349 | +565 | 58.19% | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,537 | 70 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,518 | 69 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Canton Hathaway, LLC | History | No change | 1,501 | 68 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,408 | 64 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,355 | 62 | 0.0% | 0.0% | 353 | +448 | 49.39% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Added to | 1,310 | 60 | 0.0% | 0.0% | 354 | +30 | 2.34% | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,268 | 58 | 0.0% | 0.0% | 355 | +977 | 335.74% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 1,150 | 52 | 0.0% | — | 356 | +1,150 | New | Q3 2026 | Oct 21, 2026 |
| Nykredit A/S | History | No change | 1,131 | 51 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | No change | 1,073 | 49 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 45 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 942 | 43 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 935 | 42 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transce3nd, LLC | History | New | 827 | 39 | 0.04% | — | 364 | +827 | New | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 852 | 39 | 0.0% | 0.0% | 362 | -5 | -0.58% | Q3 2026 | Oct 20, 2026 |
| Quantum Portfolio Management LLC | History | No change | 860 | 39 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 776 | 35 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 741 | 33 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 700 | 32 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 704 | 32 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 700 | 32 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 684 | 31 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 665 | 30 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BESSEMER GROUP INC | History | No change | 628 | 29 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 543 | 24 | 0.0% | 0.0% | 374 | +378 | 229.09% | Q3 2026 | Oct 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 542 | 24 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Covestor Ltd | History | Reduced | 464 | 22 | 0.01% | 0.02% | 376 | -400 | -46.3% | Q3 2026 | Oct 30, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 495 | 22 | 0.01% | 0.01% | 375 | +83 | 20.15% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 473 | 21 | 0.0% | 0.0% | 377 | +22 | 4.88% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 464 | 21 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 439 | 20 | 0.0% | 0.0% | 380 | +63 | 16.76% | Q3 2026 | Oct 01, 2026 |
| Manchester Capital Management LLC | History | No change | 449 | 20 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 439 | 20 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 429 | 19 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 401 | 18 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 385 | 17 | 0.0% | 0.0% | 385 | +19 | 5.19% | Q3 2026 | Oct 13, 2026 |
| Clearstead Trust, LLC | History | No change | 374 | 17 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 346 | 15 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 13 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Accent Capital Management, LLC | History | No change | 276 | 12 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 242 | 11 | 0.01% | — | 393 | +242 | New | Q3 2026 | Oct 09, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 257 | 11 | 0.01% | 0.01% | 392 | +2 | 0.78% | Q3 2026 | Oct 23, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 252 | 11 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 261 | 11 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 186 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 216 | 9 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 200 | 9 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 186 | 8 | 0.0% | 0.0% | 400 | +10 | 5.68% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 182 | 8 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 157 | 7 | 0.0% | 0.0% | 401 | +40 | 34.19% | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 160 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 146 | 6 | 0.0% | — | 408 | +146 | New | Q3 2026 | Oct 30, 2026 |
| Tributary Capital Management, LLC | History | New | 134 | 6 | 0.0% | — | 407 | +134 | New | Q3 2026 | Oct 28, 2026 |
| CENTRAL TRUST Co | History | No change | 139 | 6 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 142 | 6 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| James T. Borello RIA | History | No change | 135 | 6 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 115 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 121 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 122 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 130 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 115 | 5 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 103 | 4 | 0.0% | — | 425 | +103 | New | Q3 2026 | Oct 16, 2026 |
| Elyxium Wealth, LLC | History | New | 91 | 4 | 0.0% | — | 424 | +91 | New | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | No change | 102 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quent Capital, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | No change | 102 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 102 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Latitude Advisors, LLC | History | New | 67 | 3 | 0.0% | — | 430 | +67 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 70 | 3 | 0.0% | 0.0% | 428 | +25 | 55.56% | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 86 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 81 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kilter Group LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 50 | 2 | 0.0% | — | 437 | +50 | New | Q3 2026 | Oct 15, 2026 |
| TD Capital Management LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Miller Global Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 56 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | New | 34 | 1 | 0.0% | — | 446 | +34 | New | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 29 | 1 | 0.0% | — | 445 | +29 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 438 | +2 | 8.33% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Continuum Advisory, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,939 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PEOPLES BANK /OH | History | Closed out | 0 | 0 | — | 0.13% | — | -5,735 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,364 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -501 | -100.0% | Q3 2026 | Oct 13, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 17 | 0 | — | 0.0% | — | -18 | -51.43% | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 02, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SouthState Bank Corp | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |