UFP TECHNOLOGIES INC - UFPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,141,410 | 302,622 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASATCH ADVISORS LP | History | No change | 683,262 | 181,153 | 1.19% | 1.19% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 578,770 | 171,790 | 1.11% | 1.12% | 3 | -108,669 | -15.81% | Q3 2026 | Oct 06, 2026 |
| Neuberger Berman Group LLC | History | No change | 537,038 | 142,384 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 357,331 | 94,740 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | No change | 336,278 | 89,157 | 0.68% | 0.68% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 329,623 | 87,392 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 312,811 | 82,935 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 279,976 | 74,230 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 254,740 | 67,539 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 239,388 | 63,469 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 223,474 | 59,249 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 200,933 | 53,284 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 195,720 | 52,584 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 186,313 | 49,396 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 161,218 | 42,743 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AltraVue Capital, LLC | History | No change | 147,466 | 39,097 | 2.82% | 2.82% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 130,481 | 34,594 | 0.59% | 0.59% | 18 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | No change | 124,387 | 32,979 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 114,068 | 30,242 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swedbank AB | History | No change | 105,505 | 27,972 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 105,020 | 27,843 | 2.99% | 2.99% | 22 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 103,038 | 27,318 | 0.63% | 0.63% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 98,347 | 26,074 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 91,260 | 24,195 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 88,417 | 23,442 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | No change | 84,575 | 22,423 | 1.54% | 1.54% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 84,465 | 22,394 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owls Nest Partners IA, LLC | History | No change | 74,731 | 19,813 | 6.43% | 6.43% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 74,302 | 19,677 | 2.15% | 2.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 73,279 | 19,428 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 68,136 | 18,066 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 60,312 | 15,990 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 58,522 | 15,515 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impax Asset Management Group plc | History | No change | 55,500 | 14,714 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 55,176 | 14,628 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 55,000 | 14,582 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 53,550 | 14,197 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 51,475 | 13,647 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | No change | 50,689 | 13,439 | 2.69% | 2.69% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Applied Fundamental Research, LLC | History | No change | 50,498 | 13,388 | 15.84% | 15.84% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 46,295 | 12,274 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 46,051 | 12,209 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 44,465 | 11,789 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 44,185 | 11,715 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,702 | 11,321 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Palisades Investment Partners, LLC | History | No change | 38,826 | 10,293 | 2.93% | 2.93% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 37,323 | 9,895 | 0.4% | 0.4% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ranger Investment Management, L.P. | History | No change | 36,030 | 9,552 | 0.6% | 0.6% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 35,301 | 9,359 | 0.78% | 0.78% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 34,034 | 9,023 | 0.44% | 0.44% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 30,830 | 8,173 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 26,572 | 7,045 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 26,457 | 7,014 | 0.7% | 0.7% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,986 | 6,624 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 24,193 | 6,414 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 23,249 | 6,164 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davidson Capital Management Inc. | History | No change | 23,235 | 6,160 | 0.99% | 0.99% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 23,160 | 6,140 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 22,700 | 6,018 | 0.3% | 0.3% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 21,326 | 5,654 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 20,731 | 5,496 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 18,048 | 4,785 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 18,022 | 4,778 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,877 | 4,739 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 17,034 | 4,516 | 0.58% | 0.58% | 66 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bridge City Capital, LLC | History | No change | 16,794 | 4,452 | 1.02% | 1.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 16,575 | 4,394 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 15,484 | 4,105 | 0.65% | 0.65% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EFG International AG | History | No change | 15,000 | 3,971 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 14,902 | 3,951 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 14,700 | 3,897 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,576 | 3,599 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 13,400 | 3,552 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 13,357 | 3,541 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 12,448 | 3,300 | 0.32% | 0.32% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 12,130 | 3,216 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,579 | 3,147 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,397 | 3,021 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,401 | 2,757 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,009 | 2,488 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,009 | 2,488 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,347 | 2,478 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | No change | 9,335 | 2,474 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,086 | 2,408 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 8,926 | 2,366 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 8,568 | 2,271 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,478 | 2,247 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,400 | 2,227 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Motley Fool Asset Management LLC | History | No change | 8,254 | 2,188 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 8,078 | 2,141 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,963 | 2,122 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 7,901 | 2,094 | 0.23% | 0.23% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 7,639 | 2,025 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 7,475 | 1,981 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,945 | 1,841 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,762 | 1,792 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 6,237 | 1,653 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,178 | 1,637 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 5,523 | 1,464 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,348 | 1,417 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 5,168 | 1,370 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,014 | 1,329 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 4,548 | 1,205 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,449 | 1,179 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,324 | 1,146 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 4,275 | 1,133 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,808 | 1,130 | 0.02% | 0.02% | 108 | -1,043 | -21.5% | Q3 2026 | Oct 01, 2026 |
| Portside Wealth Group, LLC | History | No change | 4,130 | 1,094 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| XTX Topco Ltd | History | No change | 3,916 | 1,038 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 3,864 | 1,024 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 3,732 | 989 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Peterson Wealth Services | History | No change | 3,568 | 945 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,523 | 934 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,497 | 927 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 3,496 | 926 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 3,400 | 901 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | No change | 3,389 | 898 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 3,347 | 887 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 3,331 | 881 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,200 | 848 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 3,095 | 821 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,043 | 806 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 3,006 | 796 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 2,954 | 783 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,950 | 782 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,907 | 770 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 2,851 | 755 | 0.32% | 0.32% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 2,848 | 755 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,599 | 689 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 2,579 | 683 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,572 | 681 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 2,550 | 676 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,548 | 675 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 2,503 | 663 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,340 | 620 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,265 | 600 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 2,261 | 599 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 3,069 | 596 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 2,246 | 595 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kings Path Partners LLC | History | No change | 2,210 | 585 | 0.16% | 0.16% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,131 | 564 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,089 | 553 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,083 | 552 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,077 | 550 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMALGAMATED BANK | History | No change | 2,076 | 550 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Assenagon Asset Management S.A. | History | No change | 2,060 | 546 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| M&T BANK CORP | History | No change | 2,040 | 540 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 2,037 | 540 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | No change | 2,022 | 536 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIM, LLC | History | No change | 2,011 | 533 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 1,994 | 528 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,969 | 522 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 1,970 | 522 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,949 | 517 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 1,945 | 515 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,887 | 501 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,848 | 489 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 1,835 | 486 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,826 | 484 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORDEN GROUP LLC | History | No change | 1,820 | 482 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,771 | 469 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,700 | 450 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,649 | 437 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,636 | 433 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,600 | 424 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 1,568 | 415 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,565 | 414 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,549 | 410 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 1,542 | 408 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,500 | 397 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 1,488 | 394 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 1,481 | 392 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 1,425 | 377 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Liontrust Investment Partners LLP | History | No change | 1,394 | 369 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,388 | 368 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 1,386 | 367 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,382 | 366 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 1,350 | 357 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,350 | 357 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 1,302 | 345 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 1,304 | 345 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,288 | 341 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,284 | 340 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 1,282 | 339 | 0.1% | 0.1% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 1,230 | 326 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,217 | 322 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | No change | 1,187 | 314 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,158 | 307 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,123 | 297 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 1,088 | 288 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balefire, LLC | History | No change | 1,046 | 277 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 999 | 265 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 1,002 | 265 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 981 | 260 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axxion S.A. | History | No change | 980 | 259 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 979 | 259 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 965 | 255 | 0.16% | 0.16% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Millington Financial Advisors, LLC | History | No change | 1,046 | 253 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | No change | 954 | 252 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 887 | 235 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 886 | 234 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 850 | 225 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 833 | 220 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 821 | 217 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 816 | 211 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 784 | 207 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 756 | 200 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 739 | 195 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 692 | 183 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 475 | 125 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SG Americas Securities, LLC | History | No change | 446 | 118 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 306 | 81 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 79 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KBC Group NV | History | No change | 237 | 63 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | No change | 167 | 49 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 189 | 49 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 179 | 47 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | No change | 170 | 45 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 142 | 37 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lavaca Capital LLC | History | No change | 127 | 33 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 122 | 32 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 113 | 29 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silvant Capital Management LLC | History | No change | 110 | 29 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 26 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 26 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 97 | 25 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 79 | 20 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 19 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 63 | 17 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 66 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 62 | 16 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 61 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 63 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 58 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 56 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 50 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 52 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 47 | 12 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | No change | 34 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 37 | 9 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 32 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 33 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 25 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 25 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 25 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 16 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 17 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 13 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 14 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leonteq Securities AG | History | No change | 8 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 4 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 3 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caitlin John, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hurley Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |