Urban Edge Properties - UE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 22,889,642 | 523,714 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 18,432,638 | 421,738 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 14,383,809 | 329,101 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 7,252,805 | 165,944 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,666,259 | 129,644 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 4,757,938 | 108,861 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resolution Capital Ltd | History | No change | 4,190,823 | 95,886 | 1.76% | 1.76% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,748,004 | 85,754 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,572,430 | 69,783 | 0.0% | 0.0% | 9 | -6,254 | -0.17% | Q3 2026 | Nov 06, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 3,024,783 | 69,207 | 0.52% | 0.52% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,658,155 | 60,818 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 1,866,881 | 42,714 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,788,622 | 40,923 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,901,881 | 37,144 | 0.01% | 0.01% | 14 | +16,600 | 0.88% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 1,524,275 | 34,875 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,233,072 | 28,212 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 972,219 | 22,244 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,086,958 | 21,228 | 0.0% | 0.0% | 18 | -12,327 | -1.12% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 838,504 | 19,184 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 837,934 | 19,171 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 777,116 | 17,780 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 708,725 | 16,215 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 689,696 | 15,780 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 801,905 | 15,661 | 0.01% | 0.01% | 24 | +192,781 | 31.65% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | Added to | 793,147 | 15,490 | 0.0% | 0.01% | 25 | +14,174 | 1.82% | Q3 2026 | Nov 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 673,315 | 15,405 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 517,550 | 11,841 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 489,848 | 11,207 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 485,554 | 11,109 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 456,820 | 10,452 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vision Capital Corp | History | No change | 445,000 | 10,181 | 3.29% | 3.29% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 433,983 | 9,929 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 432,979 | 9,906 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 418,821 | 9,830 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 416,976 | 9,540 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 345,038 | 7,894 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 325,030 | 7,436 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 323,662 | 7,405 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 320,056 | 7,312 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 306,506 | 7,012 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 288,236 | 6,595 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 279,849 | 6,402 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 277,837 | 6,356 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 296,352 | 5,787 | 0.01% | 0.01% | 44 | -19,929 | -6.3% | Q3 2026 | Nov 06, 2026 |
| Swiss National Bank | History | No change | 252,809 | 5,784 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 245,014 | 5,605 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 214,568 | 4,909 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 209,088 | 4,783 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 209,024 | 4,782 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 208,331 | 4,766 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 179,192 | 4,100 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 186,996 | 3,652 | 0.01% | 0.01% | 52 | +773 | 0.42% | Q3 2026 | Oct 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 182,569 | 3,647 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 173,722 | 3,393 | 0.01% | 0.01% | 54 | -12,000 | -6.46% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 144,273 | 3,300 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 143,950 | 3,293 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 167,496 | 3,271 | 0.0% | 0.0% | 57 | -18,490 | -9.94% | Q3 2026 | Nov 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 136,865 | 3,131 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 133,463 | 3,053 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayhunt Capital LLC | History | No change | 154,190 | 2,958 | 3.84% | 3.84% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 128,956 | 2,950 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 122,750 | 2,808 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 118,253 | 2,705 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 116,900 | 2,674 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 115,515 | 2,643 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 115,551 | 2,643 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 110,800 | 2,535 | 0.26% | 0.26% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 128,371 | 2,507 | 0.0% | 0.0% | 68 | +45,618 | 55.13% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 123,988 | 2,421 | 0.01% | 0.01% | 69 | -139 | -0.11% | Q3 2026 | Nov 03, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 122,323 | 2,388 | 0.0% | 0.0% | 70 | -16,784 | -12.07% | Q3 2026 | Oct 29, 2026 |
| Corient Private Wealth LP | History | No change | 104,235 | 2,384 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | Reduced | 119,642 | 2,336 | 0.0% | 0.0% | 72 | -67,906 | -36.21% | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 114,183 | 2,229 | 0.0% | 0.0% | 73 | +5,550 | 5.11% | Q3 2026 | Nov 04, 2026 |
| MACQUARIE GROUP LTD | History | No change | 89,646 | 2,051 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 87,451 | 2,000 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 87,224 | 1,995 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 83,694 | 1,914 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 83,385 | 1,907 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 78,862 | 1,804 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | Added to | 91,541 | 1,787 | 0.0% | 0.0% | 80 | +1,470 | 1.63% | Q3 2026 | Nov 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 77,570 | 1,774 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 89,688 | 1,750 | 0.02% | 0.03% | 82 | -22,201 | -19.84% | Q3 2026 | Oct 15, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 75,242 | 1,721 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 71,932 | 1,645 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 64,529 | 1,476 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 62,745 | 1,435 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 61,284 | 1,402 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 59,985 | 1,372 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 59,340 | 1,357 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 69,212 | 1,351 | 0.0% | 0.01% | 90 | -4,149 | -5.66% | Q3 2026 | Nov 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 58,398 | 1,336 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 55,509 | 1,283 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 65,429 | 1,277 | 0.01% | 0.02% | 93 | +2,715 | 4.33% | Q3 2026 | Nov 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 55,770 | 1,276 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | Added to | 636,506 | 1,196 | 0.0% | 0.0% | 95 | +580,396 | 1034.39% | Q3 2026 | Nov 06, 2026 |
| Jupiter Topco LLC | History | No change | 51,317 | 1,173 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 58,112 | 1,134 | 0.0% | 0.0% | 97 | +31,083 | 115.0% | Q3 2026 | Nov 06, 2026 |
| Horizon Investments, LLC | History | No change | 49,560 | 1,133 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 49,221 | 1,126 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vert Asset Management LLC | History | Reduced | 57,469 | 1,122 | 0.33% | 0.37% | 100 | -1,990 | -3.35% | Q3 2026 | Oct 28, 2026 |
| Diversified Trust Co | History | Added to | 56,130 | 1,096 | 0.02% | 0.02% | 101 | +6,948 | 14.13% | Q3 2026 | Nov 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,101 | 1,077 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 46,110 | 1,054 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 53,800 | 1,050 | 0.02% | 0.02% | 104 | -1,400 | -2.54% | Q3 2026 | Oct 20, 2026 |
| Cerity Partners LLC | History | No change | 45,392 | 1,038 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 45,028 | 1,030 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 44,651 | 1,021 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 44,620 | 1,020 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 51,878 | 1,013 | 0.0% | 0.0% | 109 | +51,376 | 10234.26% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 50,382 | 983 | 0.02% | 0.03% | 110 | -20,783 | -29.2% | Q3 2026 | Oct 16, 2026 |
| Quantbot Technologies LP | History | No change | 42,414 | 970 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,048 | 957 | 0.0% | 0.0% | 112 | +876 | 1.82% | Q3 2026 | Oct 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 41,360 | 947 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 40,345 | 923 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 45,347 | 885 | 0.01% | — | 116 | +45,347 | New | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,711 | 885 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,459 | 879 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,169 | 873 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 44,590 | 871 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 36,255 | 829 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 35,973 | 823 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 35,106 | 803 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 34,603 | 791 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 33,829 | 774 | 0.3% | 0.3% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 33,312 | 762 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 33,268 | 761 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 33,201 | 759 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 32,869 | 752 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 32,811 | 750 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 35,490 | 693 | 0.0% | 0.0% | 130 | +730 | 2.1% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Added to | 35,400 | 691 | 0.0% | 0.0% | 131 | +10,000 | 39.37% | Q3 2026 | Oct 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 30,226 | 691 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 34,643 | 685 | 0.0% | 0.0% | 133 | +7,791 | 29.01% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 34,774 | 679 | 0.0% | 0.0% | 134 | +13,785 | 65.68% | Q3 2026 | Nov 02, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 32,873 | 642 | 0.0% | 0.01% | 135 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 32,812 | 641 | 0.0% | 0.01% | 136 | -1,131 | -3.33% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,132 | 639 | 0.0% | 0.0% | 137 | +4,457 | 15.54% | Q3 2026 | Oct 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,400 | 626 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,854 | 622 | 0.01% | 0.01% | 139 | -1,872 | -5.55% | Q3 2026 | Oct 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 24,900 | 569 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 24,779 | 567 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 24,605 | 562 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hazelview Securities Inc. | History | No change | 24,400 | 560 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 28,335 | 553 | 0.01% | 0.01% | 144 | +9,916 | 53.84% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 28,284 | 552 | 0.01% | 0.01% | 146 | -400 | -1.39% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,131 | 552 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 27,988 | 546 | 0.0% | 0.0% | 147 | +295 | 1.07% | Q3 2026 | Nov 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 23,288 | 532 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFM Investors Pty Ltd | History | Added to | 25,639 | 500 | 0.0% | 0.0% | 149 | +4,988 | 24.15% | Q3 2026 | Oct 13, 2026 |
| MQS Management LLC | History | New | 24,981 | 487 | 0.28% | — | 150 | +24,981 | New | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,966 | 479 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 20,397 | 466 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 23,005 | 449 | 0.0% | — | 153 | +23,005 | New | Q3 2026 | Oct 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 19,364 | 443 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,629 | 441 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 21,111 | 412 | 0.04% | — | 156 | +21,111 | New | Q3 2026 | Oct 22, 2026 |
| ALTFEST L J & CO INC | History | No change | 20,598 | 402 | 0.04% | 0.05% | 157 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Brevan Howard Capital Management LP | History | No change | 17,366 | 397 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | No change | 20,213 | 394 | 0.08% | 0.1% | 159 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,884 | 386 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,913 | 386 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 16,498 | 377 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 15,940 | 364 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 18,449 | 360 | 0.04% | 0.04% | 164 | +2,800 | 17.89% | Q3 2026 | Oct 22, 2026 |
| M&T BANK CORP | History | No change | 15,697 | 358 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,538 | 355 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 15,300 | 350 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | No change | 17,838 | 348 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15,192 | 347 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,706 | 345 | 0.0% | 0.0% | 170 | -704 | -3.82% | Q3 2026 | Oct 28, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 14,900 | 340 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 17,073 | 333 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 14,273 | 327 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,515 | 309 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BAILARD, INC. | History | New | 15,800 | 308 | 0.01% | — | 175 | +15,800 | New | Q3 2026 | Oct 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,278 | 303 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 13,147 | 300 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UniSuper Management Pty Ltd | History | No change | 15,200 | 296 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,405 | 281 | 0.0% | 0.0% | 179 | -28 | -0.19% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 14,293 | 279 | 0.0% | 0.0% | 180 | -4,270 | -23.0% | Q3 2026 | Oct 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,745 | 268 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 11,654 | 266 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 12,880 | 251 | 0.0% | 0.0% | 183 | -233 | -1.78% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,689 | 244 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 11,934 | 233 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,936 | 227 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,893 | 226 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 9,796 | 224 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,560 | 218 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,183 | 210 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 8,736 | 199 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,622 | 151 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,467 | 145 | 0.0% | 0.0% | 193 | +22 | 0.3% | Q3 2026 | Nov 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,517 | 127 | 0.0% | 0.01% | 194 | -734 | -10.12% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,977 | 113 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,938 | 112 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Added to | 5,642 | 110 | 0.0% | 0.0% | 197 | +1,906 | 51.02% | Q3 2026 | Oct 22, 2026 |
| FIL Ltd | History | No change | 4,158 | 95 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,627 | 90 | 0.01% | 0.01% | 199 | +381 | 8.97% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,475 | 87 | 0.01% | 0.01% | 200 | +103 | 2.36% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,030 | 78 | 0.0% | 0.0% | 201 | +685 | 20.48% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,169 | 74 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 3,213 | 73 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,657 | 71 | 0.0% | 0.0% | 204 | +1,001 | 37.69% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 3,045 | 69 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 3,141 | 61 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| State of Wyoming | History | Reduced | 3,005 | 58 | 0.0% | 0.01% | 207 | -196 | -6.12% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,536 | 49 | 0.0% | 0.0% | 208 | -72 | -2.76% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | Added to | 2,245 | 43 | 0.0% | 0.0% | 209 | +41 | 1.86% | Q3 2026 | Nov 05, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,603 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,523 | 35 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,460 | 33 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,667 | 32 | 0.0% | 0.0% | 213 | -37 | -2.17% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,355 | 31 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,260 | 28 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,259 | 24 | 0.0% | 0.0% | 216 | +200 | 18.89% | Q3 2026 | Nov 05, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 930 | 21 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 893 | 20 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,019 | 19 | 0.0% | 0.0% | 220 | +616 | 152.85% | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,018 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 780 | 15 | 0.0% | 0.0% | 222 | -18 | -2.26% | Q3 2026 | Nov 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 792 | 15 | 0.0% | 0.0% | 223 | +12 | 1.54% | Q3 2026 | Oct 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 684 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 678 | 13 | 0.0% | 0.0% | 224 | +224 | 49.34% | Q3 2026 | Nov 03, 2026 |
| Hilltop National Bank | History | No change | 684 | 13 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | No change | 647 | 12 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 483 | 9 | 0.0% | — | 229 | +483 | New | Q3 2026 | Oct 21, 2026 |
| Capital Analysts, LLC | History | No change | 395 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ares Financial Consulting, LLC | History | No change | 497 | 9 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 423 | 8 | 0.0% | 0.0% | 231 | -107 | -20.19% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 457 | 8 | 0.0% | 0.0% | 233 | -26 | -5.38% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 440 | 8 | 0.0% | 0.0% | 232 | +14 | 3.29% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 368 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 341 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 289 | 5 | 0.0% | — | 237 | +289 | New | Q3 2026 | Oct 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 260 | 5 | 0.0% | — | 238 | +260 | New | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 279 | 5 | 0.0% | 0.0% | 235 | -78 | -21.85% | Q3 2026 | Nov 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 260 | 5 | 0.0% | 0.0% | 236 | +37 | 16.59% | Q3 2026 | Nov 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 199 | 3 | 0.0% | 0.0% | 239 | -319 | -61.58% | Q3 2026 | Oct 28, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 194 | 3 | 0.0% | — | 241 | +194 | New | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Reduced | 176 | 3 | 0.0% | 0.0% | 240 | -43 | -19.63% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 123 | 2 | 0.0% | 0.0% | 242 | +53 | 75.71% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 94 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 141 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 109 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 89 | 1 | 0.0% | — | 255 | +89 | New | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | New | 84 | 1 | 0.0% | — | 254 | +84 | New | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | New | 69 | 1 | 0.0% | — | 253 | +69 | New | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | Added to | 61 | 1 | 0.0% | — | 248 | +31 | 103.33% | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 32 | 1 | 0.0% | 0.0% | 251 | -5 | -13.51% | Q3 2026 | Oct 30, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 49 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quent Capital, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -44,700 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,048 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,260 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -174 | -87.0% | Q3 2026 | Nov 06, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Nov 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Davis Capital Management | History | Added to | 15 | 0 | — | — | — | +8 | 114.29% | Q3 2026 | Oct 08, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sachetta, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 47 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |