UNITED MICROELECTRONICS CORP - UMC
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 | 31,544,454 | 858,324 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 11,813,467 | 321,444 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,109,785 | 302,297 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,181,208 | 277,030 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 8,601,967 | 234,059 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 8,285,573 | 225,450 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,718,125 | 210,010 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 7,653,378 | 208,248 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5,753,245 | 156,530 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,692,041 | 154,880 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 5,593,427 | 152,197 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 4,892,286 | 133,119 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 4,878,124 | 132,733 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Tidal Investments LLC | History | No change | 4,521,767 | 123,037 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,134,788 | 111,021 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,986,872 | 108,482 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,660,899 | 98,258 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,510,165 | 85,963 | 0.02% | 0.02% | 18 | +291,341 | 9.05% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,088,852 | 84,047 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 2,515,303 | 61,599 | 0.03% | 0.04% | 20 | +64,586 | 2.64% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 1,891,076 | 51,456 | 0.27% | 0.27% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,872,800 | 50,958 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 2,004,185 | 49,082 | 0.02% | 0.05% | 23 | -3,410,177 | -62.98% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,500,758 | 40,835 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,342,996 | 36,542 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,231,451 | 33,507 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 1,205,400 | 32,798 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,126,943 | 30,664 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 1,006,201 | 27,378 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E Fund Management Co., Ltd. | History | No change | 995,790 | 27,095 | 0.61% | 0.61% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Trading LLC | History | No change | 961,321 | 26,157 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 932,813 | 25,381 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 791,129 | 21,526 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 768,617 | 20,914 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 711,310 | 19,354 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 789,059 | 19,324 | 0.02% | 0.02% | 36 | +174,936 | 28.49% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 687,022 | 18,694 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 683,413 | 18,595 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 625,976 | 17,032 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 548,932 | 14,936 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 516,370 | 14,050 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 493,285 | 13,422 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 491,694 | 13,378 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 476,903 | 12,976 | 0.25% | 0.25% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 505,571 | 12,381 | 0.34% | 0.37% | 45 | +5,446 | 1.09% | Q3 2026 | Oct 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 434,448 | 11,821 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 434,160 | 11,813 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 422,818 | 11,504 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 420,098 | 11,430 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Reduced | 466,332 | 11,420 | 4.75% | 13.67% | 50 | -999,362 | -68.18% | Q3 2026 | Nov 04, 2026 |
| Advisors Asset Management, Inc. | History | No change | 386,286 | 10,510 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 393,622 | 9,639 | 0.11% | 0.13% | 52 | +18,762 | 5.01% | Q3 2026 | Nov 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 427,195 | 9,564 | 0.26% | 0.33% | 53 | -17,582 | -3.95% | Q3 2026 | Oct 20, 2026 |
| Nykredit A/S | History | No change | 350,050 | 9,524 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 345,845 | 9,410 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 257,707 | 7,012 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 286,000 | 7,004 | 0.26% | 0.21% | 57 | +80,000 | 38.83% | Q3 2026 | Oct 22, 2026 |
| LMR Partners LLP | History | No change | 255,600 | 6,954 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 277,057 | 6,785 | 0.05% | 0.04% | 59 | +105,057 | 61.08% | Q3 2026 | Oct 21, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 231,006 | 6,285 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 227,947 | 6,118 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 223,026 | 6,068 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 218,617 | 5,948 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 217,716 | 5,924 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 211,691 | 5,760 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 234,382 | 5,740 | 0.05% | 0.05% | 66 | +11,407 | 5.12% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 223,704 | 5,478 | 0.07% | 0.08% | 67 | -5,385 | -2.35% | Q3 2026 | Oct 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 196,950 | 5,359 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 196,314 | 5,341 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 192,689 | 5,243 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 187,208 | 5,093 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 202,826 | 4,967 | 0.04% | 0.05% | 72 | +27,946 | 15.98% | Q3 2026 | Oct 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 175,563 | 4,777 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 170,263 | 4,630 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 167,200 | 4,549 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 177,562 | 4,348 | 0.06% | 0.07% | 76 | -14,232 | -7.42% | Q3 2026 | Oct 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 153,002 | 4,163 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 146,875 | 3,996 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 142,719 | 3,883 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 140,112 | 3,812 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 139,510 | 3,796 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 153,404 | 3,756 | 0.01% | 0.0% | 82 | +40,834 | 36.27% | Q3 2026 | Oct 28, 2026 |
| Corient Private Wealth LP | History | No change | 137,946 | 3,753 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FMR LLC | History | No change | 136,613 | 3,717 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 150,856 | 3,694 | 0.0% | 0.01% | 85 | -34,353 | -18.55% | Q3 2026 | Oct 20, 2026 |
| Delta Global Management LP | History | No change | 133,925 | 3,644 | 0.4% | 0.4% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 133,907 | 3,643 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 141,174 | 3,457 | 0.04% | 0.04% | 88 | -2,974 | -2.06% | Q3 2026 | Oct 29, 2026 |
| Caprock Group, LLC | History | No change | 126,799 | 3,450 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boston Partners | History | No change | 119,435 | 3,249 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 118,955 | 3,236 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 120,446 | 3,235 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 118,012 | 3,211 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 130,684 | 3,200 | 0.09% | 0.1% | 94 | -3,110 | -2.32% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 129,367 | 3,168 | 0.04% | 0.05% | 95 | -198 | -0.15% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 116,323 | 3,165 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 115,680 | 3,147 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 115,074 | 3,131 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 113,874 | 3,098 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 124,326 | 3,044 | 0.17% | 0.19% | 100 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 102,036 | 2,776 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 100,009 | 2,721 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 94,100 | 2,560 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 93,043 | 2,531 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 92,735 | 2,523 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Family Investments, Inc. | History | No change | 92,392 | 2,513 | 0.73% | 0.73% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 90,673 | 2,467 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 88,812 | 2,417 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anther Capital Ltd | History | No change | 86,100 | 2,342 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIA Group Ltd | History | Reduced | 90,799 | 2,223 | 0.03% | 0.04% | 110 | -11,487 | -11.23% | Q3 2026 | Oct 30, 2026 |
| Compound Planning, Inc. | History | No change | 72,566 | 1,974 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 71,417 | 1,943 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TCW GROUP INC | History | No change | 70,630 | 1,921 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 69,708 | 1,896 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 64,581 | 1,757 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 63,473 | 1,727 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 70,212 | 1,719 | 0.08% | — | 118 | +70,212 | New | Q3 2026 | Oct 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,154 | 1,719 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Reduced | 63,411 | 1,552 | 0.09% | 0.11% | 119 | -6,465 | -9.25% | Q3 2026 | Nov 03, 2026 |
| Bridgewater Advisors Inc. | History | No change | 82,442 | 1,540 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 55,951 | 1,522 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 56,762 | 1,491 | 0.65% | — | 122 | +56,762 | New | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,045 | 1,397 | 0.0% | 0.0% | 123 | -8,849 | -13.43% | Q3 2026 | Nov 02, 2026 |
| North of South Capital LLP | History | No change | 50,700 | 1,379 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caption Management, LLC | History | No change | 48,000 | 1,306 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 47,685 | 1,297 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 47,609 | 1,295 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 46,968 | 1,277 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 46,495 | 1,265 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 50,146 | 1,228 | 0.06% | 0.04% | 130 | +23,916 | 91.18% | Q3 2026 | Nov 05, 2026 |
| Haven Private, LLC | History | Reduced | 47,821 | 1,171 | 0.46% | 0.51% | 131 | -1,298 | -2.64% | Q3 2026 | Oct 27, 2026 |
| PCM Encore, LLC | History | No change | 42,950 | 1,168 | 0.21% | 0.21% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,224 | 1,121 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Capital Management Ltd | History | Reduced | 45,356 | 1,110 | 0.45% | 0.7% | 134 | -12,167 | -21.15% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 40,632 | 1,105 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 39,242 | 1,067 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 43,456 | 1,064 | 0.05% | 0.06% | 137 | +1,527 | 3.64% | Q3 2026 | Oct 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 38,946 | 1,059 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 38,036 | 1,034 | 0.46% | 0.46% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 40,843 | 1,029 | 0.0% | 0.0% | 140 | +12,549 | 44.35% | Q3 2026 | Nov 04, 2026 |
| BSW Wealth Partners | History | No change | 36,773 | 1,000 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 40,628 | 994 | 0.02% | 0.02% | 142 | -189 | -0.46% | Q3 2026 | Oct 23, 2026 |
| SummitTX Capital, L.P. | History | No change | 36,453 | 991 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 35,252 | 959 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,966 | 951 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 37,315 | 913 | 0.1% | 0.11% | 146 | -2,195 | -5.56% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 49,486 | 906 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Headlands Technologies LLC | History | No change | 32,855 | 893 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 36,034 | 882 | 0.22% | 0.25% | 149 | -330 | -0.91% | Q3 2026 | Oct 19, 2026 |
| HB Wealth Management, LLC | History | Reduced | 33,211 | 813 | 0.0% | 0.01% | 150 | -1,330 | -3.85% | Q3 2026 | Oct 23, 2026 |
| First Affirmative Financial Network | History | New | 32,933 | 806 | 0.18% | — | 151 | +32,933 | New | Q3 2026 | Oct 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 39,825 | 799 | 0.04% | 0.06% | 152 | -4,166 | -9.47% | Q3 2026 | Oct 21, 2026 |
| X ADVISORS, LLC | History | No change | 30,756 | 794 | 2.11% | 2.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 28,759 | 782 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 31,583 | 773 | 0.02% | 0.01% | 155 | +15,082 | 91.4% | Q3 2026 | Oct 30, 2026 |
| Ridgewood Investments LLC | History | Reduced | 31,285 | 766 | 0.28% | 0.5% | 156 | -17,907 | -36.4% | Q3 2026 | Oct 05, 2026 |
| ASSETMARK, INC | History | Added to | 31,089 | 761 | 0.0% | 0.0% | 157 | +15,749 | 102.67% | Q3 2026 | Oct 21, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 27,891 | 758 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 26,829 | 730 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | Reduced | 29,135 | 713 | 0.02% | 0.02% | 160 | -1,716 | -5.56% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 26,107 | 710 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 26,121 | 710 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Candriam S.C.A. | History | No change | 28,764 | 707 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Added to | 28,789 | 705 | 0.0% | 0.0% | 164 | +2,024 | 7.56% | Q3 2026 | Nov 03, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 28,537 | 698 | 0.03% | 0.04% | 165 | -1,144 | -3.85% | Q3 2026 | Oct 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 27,826 | 681 | 0.01% | 0.01% | 166 | -12,098 | -30.3% | Q3 2026 | Oct 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 25,316 | 675 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canopy Partners, LLC | History | Added to | 27,022 | 661 | 0.19% | 0.21% | 168 | +879 | 3.36% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | No change | 23,401 | 636 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 25,742 | 630 | 0.24% | 0.08% | 170 | +16,192 | 169.55% | Q3 2026 | Oct 26, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,494 | 612 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | No change | 22,304 | 606 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 24,219 | 593 | 0.01% | 0.01% | 173 | +674 | 2.86% | Q3 2026 | Oct 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 23,902 | 585 | 0.01% | 0.01% | 174 | -97 | -0.4% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,760 | 581 | 0.0% | 0.0% | 175 | +3,536 | 17.48% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,162 | 575 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 22,552 | 552 | 0.03% | 0.03% | 178 | +1,242 | 5.83% | Q3 2026 | Oct 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 20,291 | 552 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 20,000 | 544 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 21,784 | 533 | 0.01% | 0.01% | 180 | +85 | 0.39% | Q3 2026 | Oct 27, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 19,400 | 527 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 18,643 | 507 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 18,475 | 502 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 18,235 | 496 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 17,912 | 487 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MW ADVISORY, LLC | History | Added to | 19,658 | 481 | 0.19% | 0.19% | 186 | +1,967 | 11.12% | Q3 2026 | Oct 19, 2026 |
| Tairen Capital Ltd | History | No change | 17,270 | 469 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 17,167 | 467 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 18,805 | 460 | 0.04% | 0.05% | 189 | -2,287 | -10.84% | Q3 2026 | Oct 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 16,879 | 459 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leonteq Securities AG | History | Added to | 18,635 | 456 | 0.02% | — | 191 | +18,634 | 1863400.0% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,704 | 454 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | No change | 16,612 | 452 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 18,193 | 445 | 0.12% | 0.13% | 194 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,125 | 443 | 0.01% | 0.01% | 195 | +5,211 | 40.35% | Q3 2026 | Oct 13, 2026 |
| Artemis Investment Management LLP | History | Reduced | 17,525 | 429 | 0.0% | 0.01% | 196 | -26,960 | -60.6% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 15,430 | 419 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | Added to | 17,031 | 417 | 0.08% | 0.09% | 199 | +457 | 2.76% | Q3 2026 | Nov 02, 2026 |
| Inspire Advisors, LLC | History | No change | 15,390 | 417 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choate Investment Advisors | History | No change | 15,225 | 414 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,810 | 411 | 0.01% | 0.01% | 201 | +1,185 | 7.58% | Q3 2026 | Nov 04, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 14,847 | 403 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Frec Markets, Inc. | History | No change | 14,638 | 398 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 14,473 | 393 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 15,977 | 391 | 0.04% | 0.18% | 205 | -32,539 | -67.07% | Q3 2026 | Oct 29, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 15,957 | 390 | 0.04% | 0.04% | 206 | +762 | 5.01% | Q3 2026 | Oct 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 15,850 | 388 | 0.02% | 0.03% | 208 | -4,875 | -23.52% | Q3 2026 | Nov 03, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 15,873 | 388 | 0.07% | 0.05% | 207 | +1,403 | 9.7% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,676 | 383 | 0.0% | 0.0% | 209 | +4,088 | 35.28% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,028 | 381 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henry James International Management Inc. | History | Added to | 15,318 | 375 | 0.11% | 0.12% | 212 | +14 | 0.09% | Q3 2026 | Oct 14, 2026 |
| AVIVA PLC | History | No change | 13,807 | 375 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 13,808 | 375 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 13,695 | 372 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,416 | 365 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 18,333 | 364 | 0.03% | 0.06% | 216 | +519 | 2.91% | Q3 2026 | Oct 13, 2026 |
| Allworth Financial LP | History | No change | 13,186 | 358 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 13,082 | 356 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 14,250 | 348 | 0.01% | 0.01% | 219 | +1,588 | 12.54% | Q3 2026 | Oct 08, 2026 |
| Wealth Architects, LLC | History | Reduced | 14,178 | 347 | 0.03% | 0.03% | 220 | -768 | -5.14% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 12,783 | 347 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 12,785 | 347 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 13,663 | 334 | 0.02% | 0.01% | 223 | +3,519 | 34.69% | Q3 2026 | Oct 20, 2026 |
| FourThought Financial Partners, LLC | History | No change | 12,268 | 333 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 12,030 | 327 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 13,298 | 325 | 0.01% | 0.01% | 226 | -647 | -4.64% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 11,875 | 323 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,903 | 323 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 13,185 | 322 | 0.0% | 0.0% | 229 | +475 | 3.74% | Q3 2026 | Oct 20, 2026 |
| Symmetry Investments LP | History | No change | 11,789 | 320 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 13,052 | 319 | 0.01% | — | 233 | +13,052 | New | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,033 | 319 | 0.0% | 0.0% | 232 | -276 | -2.07% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,490 | 319 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 11,643 | 316 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 12,875 | 315 | 0.01% | 0.01% | 235 | +782 | 6.47% | Q3 2026 | Oct 08, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 12,785 | 313 | 0.04% | — | 236 | +12,785 | New | Q3 2026 | Nov 04, 2026 |
| Trek Financial, LLC | History | Reduced | 12,630 | 309 | 0.01% | 0.03% | 238 | -11,407 | -47.46% | Q3 2026 | Oct 29, 2026 |
| Hardy Reed LLC | History | No change | 11,392 | 309 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 11,316 | 307 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MIZUHO FINANCIAL GROUP INC | History | No change | 11,251 | 306 | 2.6% | 2.6% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,206 | 298 | 0.0% | 0.0% | 241 | +4,196 | 52.38% | Q3 2026 | Nov 02, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 10,927 | 297 | 0.28% | 0.28% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,899 | 296 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Global Investments | History | Reduced | 12,048 | 295 | 0.01% | 0.05% | 244 | -20,658 | -63.16% | Q3 2026 | Oct 28, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 12,010 | 294 | 0.01% | 0.02% | 246 | -110 | -0.91% | Q3 2026 | Oct 26, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,830 | 294 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 11,905 | 291 | 0.12% | 0.14% | 247 | -1,122 | -8.61% | Q3 2026 | Nov 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,713 | 291 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 10,751 | 288 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 10,514 | 286 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Added to | 11,537 | 282 | 0.0% | 0.01% | 251 | +822 | 7.67% | Q3 2026 | Nov 03, 2026 |
| Rose Capital Advisors LLC | History | New | 11,510 | 281 | 0.07% | — | 252 | +11,510 | New | Q3 2026 | Nov 04, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,824 | 265 | 0.01% | 0.02% | 254 | -3,833 | -26.15% | Q3 2026 | Oct 14, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 10,842 | 265 | 0.13% | 0.16% | 253 | +846 | 8.46% | Q3 2026 | Oct 13, 2026 |
| Calydon Capital | History | No change | 9,736 | 264 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | New | 10,602 | 259 | 0.05% | — | 257 | +10,602 | New | Q3 2026 | Oct 26, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,543 | 259 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| WorthPointe, LLC | History | No change | 9,433 | 256 | 0.06% | 0.06% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Family Office, LLC | History | No change | 9,378 | 255 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,096 | 247 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 9,028 | 227 | 0.01% | — | 261 | +9,028 | New | Q3 2026 | Nov 02, 2026 |
| BOCHK Asset Management Ltd | History | New | 9,191 | 225 | 0.03% | — | 262 | +9,191 | New | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,238 | 224 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,180 | 222 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 8,100 | 220 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 8,954 | 219 | 0.01% | 0.01% | 266 | -199 | -2.17% | Q3 2026 | Oct 26, 2026 |
| E-Wealth Partners, LLC | History | No change | 8,051 | 219 | 0.16% | 0.16% | 267 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 8,007 | 217 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 8,876 | 217 | 0.13% | 0.15% | 269 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Interchange Capital Partners, LLC | History | New | 8,832 | 216 | 0.04% | — | 271 | +8,832 | New | Q3 2026 | Oct 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 8,834 | 216 | 0.03% | 0.04% | 270 | -320 | -3.5% | Q3 2026 | Oct 27, 2026 |
| Altar Rock LLC | History | No change | 7,922 | 215 | 0.31% | 0.31% | 272 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Squire Investment Management Company, LLC | History | No change | 8,759 | 214 | 0.05% | 0.06% | 273 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 7,826 | 212 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EASTERN BANK | History | Added to | 8,483 | 207 | 0.0% | 0.0% | 275 | +763 | 9.88% | Q3 2026 | Oct 05, 2026 |
| GTS SECURITIES LLC | History | No change | 7,638 | 207 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parvin Asset Management, LLC | History | No change | 7,600 | 206 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Team Financial, Inc. | History | Reduced | 8,346 | 204 | 0.18% | 0.23% | 278 | -259 | -3.01% | Q3 2026 | Nov 03, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 8,300 | 203 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,888 | 202 | 0.0% | — | 281 | +8,888 | New | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,261 | 202 | 0.0% | 0.0% | 280 | -763 | -8.46% | Q3 2026 | Oct 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,212 | 201 | 0.0% | 0.0% | 282 | -1,627 | -16.54% | Q3 2026 | Oct 26, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 8,199 | 200 | 0.01% | — | 283 | +8,199 | New | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 6,817 | 185 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,766 | 181 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,100 | 173 | 0.0% | 0.01% | 286 | -1,160 | -14.04% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 5,894 | 144 | 0.0% | 0.0% | 287 | +2,892 | 96.34% | Q3 2026 | Oct 28, 2026 |
| Raiffeisen Bank International AG | History | New | 4,846 | 119 | 0.0% | — | 288 | +4,846 | New | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | New | 4,248 | 104 | 0.0% | — | 289 | +4,248 | New | Q3 2026 | Oct 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,148 | 101 | 0.0% | 0.01% | 290 | -5,914 | -58.78% | Q3 2026 | Oct 22, 2026 |
| Havemeyer Place LP | History | No change | 3,687 | 100 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,313 | 81 | 0.0% | 0.0% | 292 | +720 | 27.77% | Q3 2026 | Oct 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,852 | 77 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,796 | 76 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SHP Wealth Management | History | No change | 2,767 | 75 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,577 | 70 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 2,140 | 58 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | No change | 2,063 | 56 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,188 | 53 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,127 | 52 | 0.02% | 0.03% | 300 | +307 | 16.87% | Q3 2026 | Nov 05, 2026 |