UFP INDUSTRIES INC - UFPI
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 | 7,582,797 | 688,062 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,341,840 | 303,238 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,989,380 | 271,256 | 0.84% | 0.84% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,540,879 | 230,559 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,191,851 | 198,891 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,071,608 | 187,981 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | No change | 1,831,941 | 166,200 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,591,284 | 144,417 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,505,294 | 136,590 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,121,718 | 101,784 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,255,687 | 96,964 | 0.72% | 0.83% | 11 | -138,653 | -9.94% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,067,123 | 95,134 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| River Road Asset Management, LLC | History | No change | 889,187 | 80,684 | 0.9% | 0.9% | 13 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 823,589 | 74,732 | 0.6% | 0.6% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 795,640 | 72,196 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENDELL JEFFREY L | History | No change | 751,340 | 68,176 | 0.6% | 0.6% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 699,924 | 63,512 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 691,735 | 62,768 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 639,521 | 58,030 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 599,460 | 54,395 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 548,554 | 49,775 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 598,168 | 46,190 | 0.82% | 0.94% | 22 | -16,167 | -2.63% | Q3 2026 | Oct 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 553,686 | 42,755 | 0.98% | 1.08% | 23 | -24,624 | -4.26% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 457,779 | 41,538 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 446,926 | 40,554 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 442,597 | 40,161 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 375,432 | 34,066 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 374,588 | 33,990 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 355,449 | 32,253 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 340,564 | 30,902 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 297,540 | 27,428 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 297,886 | 27,030 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 281,345 | 25,529 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 258,326 | 23,440 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 246,674 | 22,383 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 232,613 | 21,106 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 269,694 | 20,825 | 0.02% | 0.03% | 37 | -22,885 | -7.82% | Q3 2026 | Nov 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 225,430 | 20,456 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 215,537 | 19,557 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 204,749 | 18,579 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 196,394 | 17,820 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 196,094 | 17,793 | 0.32% | 0.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 168,562 | 15,295 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 159,878 | 14,507 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 135,335 | 12,280 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 122,256 | 11,095 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 121,751 | 11,047 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Allianz Asset Management GmbH | History | No change | 118,087 | 10,715 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 116,533 | 10,574 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Swiss National Bank | History | No change | 113,950 | 10,339 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 110,935 | 10,219 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 111,186 | 10,089 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 110,726 | 10,047 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 128,739 | 9,941 | 0.01% | 0.01% | 54 | -97 | -0.08% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 105,390 | 9,563 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 98,839 | 8,968 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 95,451 | 8,661 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 91,272 | 8,331 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 84,622 | 7,678 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 84,113 | 7,632 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 83,492 | 7,576 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 83,001 | 7,531 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 82,360 | 7,473 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 95,507 | 7,375 | 0.07% | 0.09% | 64 | -1,459 | -1.5% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 95,394 | 7,366 | 0.0% | 0.0% | 65 | +20,233 | 26.92% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | No change | 81,061 | 7,355 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 80,574 | 7,311 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 74,882 | 6,794 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 73,685 | 6,686 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 70,628 | 6,408 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 78,356 | 6,050 | 0.11% | 0.12% | 71 | -2,748 | -3.39% | Q3 2026 | Oct 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 65,381 | 5,932 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 61,478 | 5,578 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 60,500 | 5,489 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 59,618 | 5,409 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 59,030 | 5,356 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 58,416 | 5,300 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,864 | 5,251 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 57,640 | 5,230 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 54,986 | 4,989 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,729 | 4,966 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 54,324 | 4,929 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 52,836 | 4,794 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quantinno Capital Management LP | History | No change | 51,886 | 4,708 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 50,668 | 4,597 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Narwhal Capital Management | History | No change | 47,190 | 4,282 | 0.3% | 0.3% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 46,038 | 4,180 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,911 | 3,984 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridge City Capital, LLC | History | Added to | 50,384 | 3,890 | 0.81% | 0.71% | 89 | +15,944 | 46.3% | Q3 2026 | Oct 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 42,758 | 3,879 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DENALI ADVISORS LLC | History | No change | 41,878 | 3,800 | 0.38% | 0.38% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Man Group plc | History | No change | 41,277 | 3,745 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 47,905 | 3,699 | 0.01% | 0.01% | 93 | -374 | -0.77% | Q3 2026 | Oct 22, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 40,344 | 3,660 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 40,056 | 3,634 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 38,140 | 3,460 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,437 | 3,215 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 34,735 | 3,151 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Watchman Group, Inc. | History | Reduced | 40,594 | 3,134 | 0.72% | 0.83% | 99 | -252 | -0.62% | Q3 2026 | Oct 16, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 34,300 | 3,114 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 34,035 | 3,088 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 39,419 | 3,043 | 0.01% | 0.01% | 102 | +32 | 0.08% | Q3 2026 | Oct 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 38,120 | 2,943 | 0.07% | 0.08% | 103 | -1,442 | -3.64% | Q3 2026 | Oct 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 32,294 | 2,930 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Capital Management LLC | History | No change | 27,040 | 2,453 | 0.2% | 0.2% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | No change | 26,923 | 2,442 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 30,950 | 2,389 | 0.02% | 0.02% | 107 | -734 | -2.32% | Q3 2026 | Oct 30, 2026 |
| Jupiter Topco LLC | History | No change | 26,270 | 2,385 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 26,280 | 2,384 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 26,001 | 2,359 | 0.57% | 0.57% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KBC Group NV | History | No change | 29,812 | 2,302 | 0.0% | 0.01% | 111 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 28,643 | 2,211 | 0.64% | 0.65% | 112 | +3,401 | 13.47% | Q3 2026 | Nov 03, 2026 |
| Bridgewater Associates, LP | History | No change | 24,095 | 2,186 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 28,001 | 2,162 | 0.05% | — | 114 | +28,001 | New | Q3 2026 | Oct 16, 2026 |
| &PARTNERS | History | No change | 21,846 | 1,985 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 25,500 | 1,969 | 0.01% | 0.01% | 116 | +7,100 | 38.59% | Q3 2026 | Oct 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 21,149 | 1,919 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 21,004 | 1,905 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 20,751 | 1,882 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 23,977 | 1,851 | 0.05% | 0.06% | 120 | +507 | 2.16% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,343 | 1,845 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 20,261 | 1,838 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,696 | 1,830 | 0.01% | 0.02% | 123 | -307 | -1.28% | Q3 2026 | Oct 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,115 | 1,825 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,653 | 1,693 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 18,597 | 1,687 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 18,096 | 1,642 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 17,245 | 1,564 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,904 | 1,533 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,300 | 1,479 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 15,885 | 1,441 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,595 | 1,415 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,240 | 1,382 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 15,170 | 1,377 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 17,977 | 1,374 | 0.03% | 0.04% | 135 | +375 | 2.13% | Q3 2026 | Oct 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,111 | 1,371 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 14,724 | 1,336 | 0.46% | 0.46% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 14,689 | 1,332 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 14,550 | 1,320 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 17,029 | 1,314 | 0.73% | 0.84% | 140 | +60 | 0.35% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 14,299 | 1,297 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,095 | 1,279 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 16,562 | 1,278 | 0.01% | 0.02% | 143 | +193 | 1.18% | Q3 2026 | Oct 27, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,400 | 1,266 | 0.02% | 0.02% | 144 | -100 | -0.61% | Q3 2026 | Oct 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,231 | 1,253 | 0.01% | 0.02% | 145 | -951 | -5.53% | Q3 2026 | Oct 22, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 16,000 | 1,235 | 0.11% | 0.13% | 146 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,590 | 1,233 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 15,937 | 1,230 | 0.75% | 0.95% | 148 | -630 | -3.8% | Q3 2026 | Oct 20, 2026 |
| Arizona State Retirement System | History | Added to | 15,918 | 1,229 | 0.01% | 0.01% | 149 | +245 | 1.56% | Q3 2026 | Nov 03, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 15,364 | 1,186 | 0.16% | 0.2% | 150 | +63 | 0.41% | Q3 2026 | Oct 28, 2026 |
| South Dakota Investment Council | History | No change | 12,875 | 1,168 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,705 | 1,152 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 12,600 | 1,143 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,542 | 1,138 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARKEL GROUP INC. | History | Added to | 14,000 | 1,081 | 0.01% | 0.0% | 155 | +10,000 | 250.0% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11,879 | 1,078 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,763 | 1,067 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 13,303 | 1,027 | 0.01% | 0.01% | 158 | +5,292 | 66.06% | Q3 2026 | Oct 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,279 | 1,023 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,167 | 1,016 | 0.0% | 0.01% | 160 | -354 | -2.62% | Q3 2026 | Nov 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 11,005 | 998 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 12,900 | 996 | 0.0% | 0.01% | 162 | -300 | -2.27% | Q3 2026 | Oct 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,919 | 989 | 0.0% | 0.0% | 163 | +744 | 2.47% | Q3 2026 | Oct 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,683 | 969 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,652 | 966 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 12,432 | 960 | 0.02% | 0.02% | 166 | -3,822 | -23.51% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,532 | 955 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,433 | 946 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| IFG Advisory, LLC | History | No change | 10,337 | 938 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 9,744 | 884 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,397 | 880 | 0.01% | 0.01% | 171 | -300 | -2.56% | Q3 2026 | Oct 29, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 9,516 | 863 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 9,402 | 853 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 9,258 | 840 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 9,006 | 817 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | Added to | 10,546 | 814 | 0.01% | 0.01% | 176 | +445 | 4.41% | Q3 2026 | Oct 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,590 | 779 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 8,527 | 774 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 9,525 | 735 | 0.0% | 0.0% | 179 | +3,567 | 59.87% | Q3 2026 | Oct 28, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,292 | 717 | 0.0% | 0.0% | 180 | -439 | -4.51% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 7,604 | 689 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 7,596 | 689 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 8,772 | 677 | 0.05% | 0.05% | 183 | +51 | 0.58% | Q3 2026 | Oct 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,191 | 652 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 7,179 | 651 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 7,181 | 651 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Unison Advisors LLC | History | Added to | 8,115 | 626 | 0.04% | 0.05% | 187 | +34 | 0.42% | Q3 2026 | Oct 28, 2026 |
| Atom Investors LP | History | No change | 6,884 | 624 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 8,002 | 617 | 0.0% | 0.0% | 189 | -417 | -4.95% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,769 | 614 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 6,750 | 612 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 6,626 | 601 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,625 | 601 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 7,656 | 590 | 0.01% | 0.0% | 194 | +2,122 | 38.34% | Q3 2026 | Oct 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,423 | 582 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,242 | 566 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hardy Reed LLC | History | No change | 6,209 | 563 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,204 | 562 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,076 | 551 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 6,018 | 546 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 6,997 | 540 | 0.01% | 0.01% | 201 | +8 | 0.11% | Q3 2026 | Oct 28, 2026 |
| Legato Capital Management LLC | History | No change | 5,596 | 507 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESBANCO BANK INC | History | No change | 5,443 | 493 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 5,328 | 483 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 5,299 | 480 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,271 | 478 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,245 | 475 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,235 | 475 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,145 | 474 | 0.0% | 0.0% | 209 | +81 | 1.34% | Q3 2026 | Oct 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,987 | 462 | 0.0% | 0.0% | 210 | -398 | -6.23% | Q3 2026 | Nov 02, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 5,000 | 453 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | Reduced | 5,797 | 447 | 0.03% | 0.06% | 212 | -463 | -7.4% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,920 | 446 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4,758 | 431 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 4,513 | 409 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Impact Capital Partners LLC | History | Added to | 5,206 | 402 | 0.11% | 0.07% | 216 | +2,241 | 75.58% | Q3 2026 | Oct 22, 2026 |
| MQS Management LLC | History | No change | 4,396 | 398 | 0.49% | 0.49% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Net Worth Advisory Group | History | Added to | 5,152 | 397 | 0.1% | 0.09% | 218 | +1,208 | 30.63% | Q3 2026 | Oct 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,356 | 395 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,235 | 384 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 4,201 | 381 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,171 | 378 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 4,874 | 376 | 0.0% | 0.0% | 223 | +660 | 15.66% | Q3 2026 | Oct 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 4,050 | 367 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 3,991 | 362 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 3,981 | 361 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 3,947 | 358 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,165 | 357 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DnB Asset Management AS | History | No change | 3,847 | 349 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | No change | 3,808 | 346 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,441 | 342 | 0.03% | 0.05% | 231 | -296 | -6.25% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,758 | 341 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 3,662 | 333 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,640 | 330 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,081 | 315 | 0.0% | 0.0% | 235 | +68 | 1.69% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,046 | 312 | 0.0% | 0.0% | 237 | -127 | -3.04% | Q3 2026 | Nov 02, 2026 |
| MAI Capital Management | History | No change | 3,445 | 312 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 4,033 | 311 | 0.03% | 0.06% | 239 | -1,561 | -27.9% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,434 | 311 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,370 | 305 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,253 | 299 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 3,800 | 293 | 0.0% | 0.0% | 242 | -3,260 | -46.18% | Q3 2026 | Oct 28, 2026 |
| World Investment Advisors | History | No change | 3,171 | 292 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 3,163 | 287 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 3,023 | 274 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,998 | 272 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westover Capital Advisors, LLC | History | No change | 3,380 | 261 | 0.04% | 0.05% | 247 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,338 | 257 | 0.01% | 0.01% | 248 | +253 | 8.2% | Q3 2026 | Oct 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 2,809 | 254 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,174 | 245 | 0.0% | 0.0% | 250 | -60 | -1.86% | Q3 2026 | Oct 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,612 | 237 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 2,556 | 231 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 2,540 | 230 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,541 | 230 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ClearAlpha Technologies LP | History | No change | 2,532 | 229 | 0.39% | 0.39% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 2,505 | 227 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 2,508 | 227 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 2,422 | 219 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Corient IA LP | History | No change | 2,420 | 219 | 0.2% | 0.2% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,367 | 214 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,759 | 213 | 0.0% | 0.0% | 261 | -152 | -5.22% | Q3 2026 | Oct 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,746 | 212 | 0.0% | 0.0% | 263 | -46 | -1.65% | Q3 2026 | Oct 20, 2026 |
| SCS Capital Management LLC | History | No change | 2,345 | 212 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,276 | 206 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Storgate, LLC | History | No change | 2,260 | 205 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,244 | 203 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,175 | 197 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,292 | 176 | 0.02% | 0.0% | 268 | +2,088 | 1023.53% | Q3 2026 | Oct 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,723 | 156 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | Added to | 1,958 | 151 | 0.0% | 0.0% | 270 | +787 | 67.21% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,798 | 138 | 0.01% | 0.01% | 271 | -174 | -8.82% | Q3 2026 | Oct 27, 2026 |
| Horizon Investments, LLC | History | No change | 1,460 | 132 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,130 | 102 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,114 | 101 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,286 | 99 | 0.01% | — | 275 | +1,286 | New | Q3 2026 | Oct 27, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,058 | 96 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,240 | 95 | 0.0% | 0.0% | 277 | +539 | 76.89% | Q3 2026 | Oct 23, 2026 |
| CX Institutional | History | Reduced | 1,125 | 87 | 0.0% | 0.0% | 278 | -4 | -0.35% | Q3 2026 | Oct 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,121 | 86 | 0.0% | 0.0% | 279 | -34 | -2.94% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Added to | 1,059 | 82 | 0.05% | 0.04% | 280 | +258 | 32.21% | Q3 2026 | Oct 30, 2026 |
| Heritage Family Offices, LLP | History | New | 1,025 | 79 | 0.03% | — | 281 | +1,025 | New | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 1,004 | 77 | 0.0% | 0.0% | 282 | +131 | 15.01% | Q3 2026 | Oct 08, 2026 |
| Legacy Trust | History | No change | 840 | 76 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 710 | 64 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 656 | 59 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 594 | 53 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 519 | 47 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 512 | 46 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 464 | 42 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 449 | 40 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 425 | 38 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Management Professionals, Inc. | History | New | 486 | 37 | 0.0% | — | 292 | +486 | New | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 455 | 35 | 0.0% | 0.0% | 293 | -336 | -42.48% | Q3 2026 | Nov 03, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 381 | 34 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 361 | 32 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 390 | 30 | 0.0% | 0.0% | 296 | +11 | 2.9% | Q3 2026 | Oct 21, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 381 | 29 | 0.0% | 0.01% | 297 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Arlington Trust Co LLC | History | No change | 363 | 28 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 355 | 27 | 0.0% | — | 301 | +355 | New | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 300 | 27 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 300 | 27 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 318 | 24 | 0.01% | — | 303 | +318 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 311 | 24 | 0.0% | 0.0% | 302 | -21 | -6.33% | Q3 2026 | Oct 08, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 272 | 21 | 0.0% | 0.0% | 304 | +14 | 5.43% | Q3 2026 | Oct 15, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 265 | 20 | 0.0% | — | 306 | +265 | New | Q3 2026 | Oct 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 223 | 20 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bayforest Capital Ltd | History | New | 249 | 19 | 0.03% | — | 308 | +249 | New | Q3 2026 | Nov 03, 2026 |
| Centerpoint Advisors, LLC | History | No change | 209 | 19 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | No change | 206 | 18 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 220 | 16 | 0.0% | — | 310 | +220 | New | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 196 | 15 | 0.0% | 0.0% | 312 | -403 | -67.28% | Q3 2026 | Oct 01, 2026 |
| Putney Financial Group LLC | History | New | 200 | 15 | 0.01% | — | 314 | +200 | New | Q3 2026 | Oct 30, 2026 |
| City State Bank | History | Reduced | 200 | 15 | 0.0% | 0.01% | 313 | -100 | -33.33% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 174 | 15 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 148 | 13 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 151 | 11 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 142 | 10 | 0.0% | 0.0% | 317 | -45 | -24.06% | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 104 | 9 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Boreal Capital Management LLC | History | No change | 105 | 9 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 89 | 8 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | Added to | 95 | 7 | 0.0% | 0.0% | 322 | +37 | 63.79% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 92 | 7 | 0.0% | 0.0% | 323 | +3 | 3.37% | Q3 2026 | Oct 26, 2026 |
| FIRST HORIZON CORP | History | No change | 87 | 6 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 75 | 6 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 67 | 6 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | Added to | 76 | 5 | 0.0% | 0.0% | 329 | +53 | 230.43% | Q3 2026 | Oct 27, 2026 |
| Torren Management, LLC | History | Added to | 78 | 5 | 0.0% | 0.0% | 330 | +1 | 1.3% | Q3 2026 | Oct 29, 2026 |
| Synergy Investment Management, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 57 | 4 | 0.0% | — | 336 | +57 | New | Q3 2026 | Oct 16, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 61 | 4 | 0.0% | 0.0% | 333 | +9 | 17.31% | Q3 2026 | Oct 07, 2026 |
| Colonial Trust Co / SC | History | No change | 50 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 45 | 4 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Wealth Management, LLC | History | New | 49 | 3 | 0.0% | — | 348 | +49 | New | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 48 | 3 | 0.0% | 0.0% | 344 | +25 | 108.7% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 43 | 3 | 0.0% | 0.0% | 343 | +6 | 16.22% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 50 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 36 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 43 | 3 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 30 | 2 | 0.0% | 0.0% | 352 | +9 | 42.86% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 31 | 2 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 27 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 20 | 1 | 0.0% | — | 360 | +18 | 900.0% | Q3 2026 | Oct 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 1 | 0.0% | — | 356 | +2 | 18.18% | Q3 2026 | Nov 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 18 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -76,859 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Ausbil Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -4,776 | -100.0% | Q3 2026 | Oct 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,843 | -100.0% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,003 | -100.0% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,379 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,325 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Well Done, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,240 | -100.0% | Q3 2026 | Oct 20, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,229 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | 0.01% | — | -891 | -99.44% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -19 | -90.48% | Q3 2026 | Oct 08, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 6 | 0 | — | 0.0% | — | -8 | -57.14% | Q3 2026 | Oct 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 13, 2026 |
| Planning Strategies Inc. | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q3 2026 | Oct 02, 2026 |
| Manchester Capital Management LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q3 2026 | Oct 22, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 08, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| MASECO LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sachetta, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |