Unum Group - UNM
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 | Reduced | 17,994,655 | 1,608,722 | 0.02% | 0.02% | 1 | -237,849 | -1.3% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | New | 13,256,645 | 1,185,144 | 0.12% | — | 2 | +13,256,645 | New | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 8,587,898 | 767,758 | 0.03% | 0.04% | 3 | -751,504 | -8.05% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 7,737,197 | 691,705 | 0.03% | 0.03% | 4 | +527,956 | 7.32% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 6,804,023 | 608,279 | 0.01% | 0.01% | 5 | -137,437 | -1.98% | Q2 2026 | Aug 13, 2026 |
| TOMS Capital Investment Management LP | History | New | 6,275,000 | 560,985 | 12.0% | — | 6 | +6,275,000 | New | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 5,069,408 | 453,205 | 0.01% | 0.01% | 7 | -78,017 | -1.52% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,137,367 | 369,886 | 0.07% | 0.06% | 8 | +52,985 | 1.3% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 3,249,453 | 290,501 | 0.02% | 0.01% | 9 | -85,022 | -2.55% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,120,361 | 279,023 | 0.01% | 0.02% | 10 | -203,536 | -6.12% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,988,552 | 266,190 | 0.09% | 0.06% | 11 | +1,080,525 | 56.63% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,413,125 | 215,733 | 0.39% | 0.41% | 12 | -169,947 | -6.58% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,080,445 | 185,991 | 0.02% | 0.01% | 13 | +498,717 | 31.53% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,899,262 | 169,794 | 0.1% | 0.17% | 14 | -1,348,678 | -41.52% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,887,949 | 168,782 | 0.16% | 0.07% | 15 | +1,025,282 | 118.85% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,767,099 | 157,978 | 0.11% | 0.09% | 16 | +242,371 | 15.9% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 1,762,384 | 157,557 | 0.04% | 0.02% | 17 | +577,788 | 48.78% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,699,338 | 151,920 | 0.02% | 0.02% | 18 | -25,514 | -1.48% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | Reduced | 1,665,459 | 148,892 | 0.46% | 0.51% | 19 | -166,484 | -9.09% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,503,280 | 134,393 | 0.06% | 0.02% | 20 | +871,586 | 137.98% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,383,673 | 123,700 | 0.04% | 0.05% | 21 | -294,959 | -17.57% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,378,987 | 123,281 | 0.07% | 0.08% | 22 | -267,201 | -16.23% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,221,361 | 109,189 | 0.02% | 0.02% | 23 | -81,036 | -6.22% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,158,462 | 103,566 | 0.05% | 0.05% | 24 | +115,539 | 11.08% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,132,607 | 101,255 | 0.01% | 0.01% | 25 | -15,976 | -1.39% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,113,267 | 99,526 | 0.01% | 0.01% | 26 | +301,795 | 37.19% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,102,917 | 98,600 | 0.12% | 0.15% | 27 | -433,407 | -28.21% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,029,814 | 92,066 | 0.01% | 0.01% | 28 | -5,580 | -0.54% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 951,044 | 85,850 | 0.07% | 0.07% | 29 | -129,327 | -11.97% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 954,685 | 85,348 | 0.01% | 0.01% | 30 | +164,732 | 20.85% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 940,681 | 84,096 | 0.05% | 0.04% | 31 | +100,581 | 11.97% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 935,478 | 83,631 | 0.02% | 0.02% | 32 | -14,052 | -1.48% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 876,245 | 78,336 | 0.09% | 0.09% | 33 | +121,910 | 16.16% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 863,930 | 77,235 | 0.09% | 0.11% | 34 | -289,922 | -25.13% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 763,330 | 68,241 | 0.01% | 0.01% | 35 | -79,832 | -9.47% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | Added to | 691,751 | 61,842 | 0.43% | 0.32% | 36 | +126,156 | 22.31% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Added to | 686,077 | 61,335 | 0.05% | 0.04% | 37 | +190,000 | 38.3% | Q2 2026 | Jul 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 650,000 | 58,110 | 0.08% | 0.23% | 38 | -1,350,000 | -67.5% | Q2 2026 | Aug 14, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 649,485 | 58,063 | 1.03% | 1.74% | 39 | -678,447 | -51.09% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | Added to | 633,694 | 56,652 | 0.22% | 0.18% | 40 | +38,650 | 6.5% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 618,267 | 55,273 | 0.0% | 0.0% | 41 | +38,037 | 6.56% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 607,178 | 54,281 | 0.01% | 0.0% | 42 | +264,187 | 77.02% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 603,779 | 53,978 | 0.05% | 0.04% | 43 | -4,807 | -0.79% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 550,829 | 49,244 | 0.01% | 0.01% | 44 | +82,755 | 17.68% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 548,830 | 49,065 | 0.32% | 0.19% | 45 | +171,769 | 45.55% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 514,225 | 46,717 | 0.0% | 0.0% | 46 | -148,986 | -22.46% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 508,944 | 45,499 | 0.01% | 0.01% | 47 | -35,553 | -6.53% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 496,562 | 44,392 | 0.07% | 0.08% | 48 | -87,673 | -15.01% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 481,871 | 44,043 | 0.07% | 0.06% | 49 | +35,221 | 7.89% | Q2 2026 | Aug 13, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 487,610 | 43,592 | 6.9% | 6.3% | 50 | -620 | -0.13% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 471,345 | 42,138 | 0.0% | 0.0% | 51 | +80,211 | 20.51% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 462,851 | 41,378 | 0.03% | 0.04% | 52 | +2,382 | 0.52% | Q2 2026 | Sep 02, 2026 |
| Epoch Investment Partners, Inc. | History | New | 434,578 | 38,851 | 0.22% | — | 53 | +434,578 | New | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 427,364 | 38,206 | 0.05% | 0.03% | 54 | +195,778 | 84.54% | Q2 2026 | Jul 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 418,461 | 37,410 | 0.02% | 0.02% | 55 | -8,618 | -2.02% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 402,157 | 35,952 | 0.13% | 0.11% | 56 | +43,328 | 12.07% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 401,010 | 35,850 | 0.03% | 0.03% | 57 | -26,385 | -6.17% | Q2 2026 | Aug 11, 2026 |
| ALGEBRIS (UK) LTD | History | Reduced | 397,355 | 35,411 | 2.33% | 4.98% | 58 | -546,965 | -57.92% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 390,340 | 34,896 | 0.58% | 0.56% | 59 | -28,492 | -6.8% | Q2 2026 | Jul 10, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 355,483 | 31,780 | 0.01% | 0.0% | 60 | +304,815 | 601.59% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | Added to | 340,443 | 30,435 | 0.01% | 0.0% | 61 | +312,999 | 1140.5% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Added to | 339,006 | 30,307 | 0.04% | 0.04% | 62 | +102 | 0.03% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 333,861 | 29,847 | 0.01% | 0.01% | 63 | -6,677 | -1.96% | Q2 2026 | Aug 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 330,058 | 29,507 | 0.03% | 0.04% | 64 | -178,222 | -35.06% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 323,378 | 28,909 | 0.07% | 0.11% | 65 | -189,539 | -36.95% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 322,479 | 28,829 | 0.03% | 0.03% | 66 | +573 | 0.18% | Q2 2026 | Jul 28, 2026 |
| Interval Partners, LP | History | Reduced | 318,037 | 28,432 | 0.73% | 0.8% | 67 | -98,963 | -23.73% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 308,865 | 27,612 | 0.02% | 0.02% | 68 | -111,781 | -26.57% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 307,275 | 27,470 | 0.1% | 0.0% | 69 | +306,543 | 41877.46% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 304,046 | 27,181 | 0.01% | 0.01% | 70 | +8,649 | 2.93% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 301,296 | 26,935 | 0.04% | 0.03% | 71 | +50,075 | 19.93% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 291,700 | 26,077 | 0.01% | 0.01% | 72 | -22,800 | -7.25% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 291,213 | 26,034 | 0.01% | 0.01% | 73 | -27,578 | -8.65% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 290,974 | 26,013 | 0.05% | 0.1% | 74 | -249,036 | -46.12% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 287,512 | 25,703 | 0.0% | 0.0% | 75 | -76,741 | -21.07% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 275,334 | 24,614 | 0.07% | 0.08% | 76 | -68,955 | -20.03% | Q2 2026 | Jul 28, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 272,593 | 24,369 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 269,039 | 24,052 | 0.04% | 0.03% | 78 | +13,405 | 5.24% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 260,395 | 23,279 | 0.3% | 0.25% | 79 | -10,152 | -3.75% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 246,034 | 21,995 | 0.1% | 0.02% | 80 | +194,704 | 379.32% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 236,710 | 21,161 | 0.08% | 0.14% | 81 | -35,203 | -12.95% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 235,636 | 21,065 | 0.21% | 0.19% | 82 | +7,908 | 3.47% | Q2 2026 | Jul 20, 2026 |
| Caption Management, LLC | History | Added to | 235,414 | 21,046 | 0.1% | 0.0% | 83 | +227,414 | 2842.68% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Reduced | 228,993 | 20,471 | 0.21% | 0.35% | 84 | -164,717 | -41.84% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 228,137 | 20,395 | 0.01% | 0.01% | 85 | -13,288 | -5.5% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 226,541 | 20,252 | 0.08% | 0.08% | 86 | -20,686 | -8.37% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 226,519 | 20,250 | 0.02% | 0.01% | 87 | -3,039 | -1.32% | Q2 2026 | Sep 09, 2026 |
| Legal & General Group Plc | History | Reduced | 220,109 | 19,677 | 0.0% | 0.0% | 88 | -17,063 | -7.19% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 215,251 | 19,243 | 0.23% | 0.25% | 89 | -8,530 | -3.81% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 204,086 | 18,245 | 0.01% | 0.01% | 90 | +49,746 | 32.23% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 250,712 | 18,232 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 202,416 | 18,095 | 0.11% | 0.09% | 92 | +45,500 | 29.0% | Q2 2026 | Aug 25, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 185,738 | 16,604 | 0.07% | 0.07% | 93 | -59,552 | -24.28% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 185,469 | 16,580 | 2.01% | 1.75% | 94 | -3,137 | -1.66% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 183,823 | 16,434 | 0.01% | 0.01% | 95 | +46,305 | 33.67% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 181,400 | 16,217 | 0.02% | 0.01% | 96 | +84,900 | 87.98% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 178,931 | 15,996 | 0.01% | 0.01% | 97 | -14,750 | -7.62% | Q2 2026 | Aug 12, 2026 |
| Gillson Capital LP | History | Reduced | 174,635 | 15,612 | 0.92% | 2.23% | 98 | -198,165 | -53.16% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 174,115 | 15,565 | 0.0% | 0.0% | 99 | -24,725 | -12.43% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 210,359 | 15,362 | 0.01% | 0.01% | 100 | -63,650 | -23.23% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 171,793 | 15,358 | 0.09% | 0.05% | 101 | +69,173 | 67.41% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 168,876 | 15,097 | 0.01% | 0.01% | 102 | -19,407 | -10.31% | Q2 2026 | Aug 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,607 | 14,984 | 0.0% | 0.0% | 103 | +152,055 | 977.72% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 163,483 | 14,615 | 0.02% | 0.02% | 104 | +20,731 | 14.52% | Q2 2026 | Aug 19, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 159,737 | 14,280 | 0.09% | 0.04% | 105 | +93,177 | 139.99% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 154,715 | 13,832 | 0.0% | 0.0% | 106 | -71,111 | -31.49% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 149,330 | 13,350 | 0.0% | 0.0% | 107 | +51,230 | 52.22% | Q2 2026 | Aug 06, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 147,385 | 13,176 | 0.01% | — | 108 | +147,385 | New | Q2 2026 | Aug 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 144,848 | 12,949 | 0.02% | 0.0% | 109 | +136,871 | 1715.82% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 143,630 | 12,840 | 0.02% | 0.02% | 110 | -2,650 | -1.81% | Q2 2026 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 142,302 | 12,721 | 0.02% | 0.0% | 111 | +107,502 | 308.91% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 142,027 | 12,697 | 0.01% | 0.01% | 112 | -1,158 | -0.81% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 137,694 | 12,310 | 0.02% | 0.02% | 113 | -28,758 | -17.28% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 136,764 | 12,226 | 0.0% | 0.0% | 114 | +38,462 | 39.13% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 136,709 | 12,221 | 0.03% | 0.04% | 115 | -15,548 | -10.21% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | Reduced | 135,418 | 12,106 | 0.21% | 0.24% | 116 | -33,987 | -20.06% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Reduced | 133,576 | 11,941 | 0.02% | 0.02% | 117 | -73,784 | -35.58% | Q2 2026 | Aug 27, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 131,295 | 11,737 | 0.2% | 0.06% | 118 | +89,101 | 211.17% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 130,694 | 11,684 | 0.01% | 0.0% | 119 | -271 | -0.21% | Q2 2026 | Aug 12, 2026 |
| Prana Capital Management, LP | History | Added to | 125,529 | 11,222 | 0.34% | 0.05% | 120 | +102,588 | 447.18% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 123,518 | 11,043 | 0.51% | 0.47% | 121 | -389 | -0.31% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 115,618 | 10,336 | 0.36% | — | 122 | +115,618 | New | Q2 2026 | Aug 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 114,000 | 10,191 | 0.04% | — | 123 | +114,000 | New | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 111,840 | 9,998 | 0.01% | 0.01% | 124 | +19,942 | 21.7% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 111,511 | 9,969 | 0.27% | 0.51% | 125 | -90,200 | -44.72% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 111,084 | 9,930 | 0.01% | 0.01% | 126 | -38,070 | -25.52% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 110,974 | 9,921 | 0.05% | 0.04% | 127 | -6,832 | -5.8% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 110,873 | 9,912 | 0.01% | 0.01% | 128 | +5,676 | 5.4% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 110,330 | 9,863 | 0.04% | 0.04% | 129 | +6,803 | 6.57% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 109,018 | 9,746 | 0.0% | 0.0% | 130 | +28,367 | 35.17% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 108,000 | 9,655 | 0.01% | 0.0% | 131 | +82,800 | 328.57% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 107,833 | 9,640 | 0.01% | 0.01% | 132 | +9,100 | 9.22% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 101,815 | 9,102 | 0.18% | 0.07% | 133 | +47,907 | 88.87% | Q2 2026 | Jul 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 101,711 | 9,092 | 0.55% | 0.5% | 134 | +1,525 | 1.52% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 101,279 | 9,054 | 0.01% | 0.01% | 135 | -9,244 | -8.36% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | New | 100,767 | 9,010 | 0.0% | — | 136 | +100,767 | New | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 97,506 | 8,717 | 0.16% | 0.17% | 137 | +1,609 | 1.68% | Q2 2026 | Aug 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 92,173 | 8,240 | 0.02% | 0.03% | 138 | -20,548 | -18.23% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 89,675 | 8,016 | 0.0% | 0.0% | 139 | +13,662 | 17.97% | Q2 2026 | Aug 03, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 89,181 | 7,972 | 0.06% | 0.02% | 140 | +62,046 | 228.66% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 88,837 | 7,942 | 0.01% | 0.0% | 141 | +72,641 | 448.51% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 87,402 | 7,811 | 0.01% | 0.01% | 142 | -3,231 | -3.56% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 86,700 | 7,750 | 0.04% | — | 143 | +86,700 | New | Q2 2026 | Aug 11, 2026 |
| Calydon Capital | History | Reduced | 86,624 | 7,744 | 1.13% | 1.04% | 144 | -877 | -1.0% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 104,373 | 7,624 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 83,498 | 7,464 | 0.01% | 0.01% | 146 | +13,700 | 19.63% | Q2 2026 | Aug 12, 2026 |
| NewSquare Capital LLC | History | Added to | 81,641 | 7,298 | 0.54% | 0.5% | 147 | +3,374 | 4.31% | Q2 2026 | Jul 28, 2026 |
| NOMURA HOLDINGS INC | History | New | 81,627 | 7,297 | 0.01% | — | 148 | +81,627 | New | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 81,542 | 7,289 | 0.01% | 0.0% | 149 | +74,181 | 1007.76% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 79,529 | 7,109 | 0.07% | 0.04% | 150 | +27,396 | 52.55% | Q2 2026 | Aug 10, 2026 |
| Man Group plc | History | Reduced | 77,861 | 6,960 | 0.01% | 0.03% | 151 | -124,800 | -61.58% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 77,216 | 6,903 | 0.0% | 0.0% | 152 | -5,235 | -6.35% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 75,586 | 6,757 | 0.01% | 0.01% | 153 | -1,548 | -2.01% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 74,128 | 6,627 | 0.01% | 0.01% | 154 | -1,705 | -2.25% | Q2 2026 | Aug 14, 2026 |
| Silver Lake Advisory, LLC | History | Reduced | 73,190 | 6,543 | 2.34% | 2.13% | 155 | -405 | -0.55% | Q2 2026 | Jul 24, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 73,186 | 6,542 | 0.02% | 0.03% | 156 | -8,220 | -10.1% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 73,151 | 6,539 | 0.01% | 0.01% | 157 | -7,612 | -9.43% | Q2 2026 | Aug 05, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Reduced | 72,400 | 6,472 | 0.21% | 0.26% | 158 | -20,300 | -21.9% | Q2 2026 | Aug 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 71,336 | 6,377 | 0.05% | 0.04% | 159 | -246 | -0.34% | Q2 2026 | Jul 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 70,959 | 6,343 | 0.03% | 0.03% | 160 | -4,255 | -5.66% | Q2 2026 | Aug 13, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 70,000 | 6,258 | 0.56% | 0.52% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 68,542 | 6,127 | 0.01% | — | 162 | +68,542 | New | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 67,469 | 6,032 | 0.02% | 0.02% | 163 | -3,630 | -5.11% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 66,746 | 5,967 | 0.05% | 0.05% | 164 | +431 | 0.65% | Q2 2026 | Aug 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 66,434 | 5,939 | 0.02% | — | 165 | +66,434 | New | Q2 2026 | Aug 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 66,426 | 5,938 | 0.38% | 0.14% | 166 | +44,907 | 208.69% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 65,578 | 5,863 | 0.04% | 0.04% | 167 | -5,289 | -7.46% | Q2 2026 | Jul 23, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 65,237 | 5,832 | 0.31% | 0.03% | 168 | +59,084 | 960.25% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 64,983 | 5,809 | 0.01% | 0.0% | 169 | +5,443 | 9.14% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 62,605 | 5,596 | 0.02% | 0.02% | 170 | +1,043 | 1.69% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 62,366 | 5,575 | 0.02% | 0.02% | 171 | -1,123 | -1.77% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 60,927 | 5,446 | 0.05% | 0.05% | 172 | -6,286 | -9.35% | Q2 2026 | Jul 20, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 58,493 | 5,229 | 0.53% | 0.49% | 173 | +262 | 0.45% | Q2 2026 | Jul 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 58,387 | 5,219 | 0.01% | 0.01% | 174 | +3,700 | 6.77% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 58,194 | 5,203 | 0.0% | 0.02% | 175 | -170,279 | -74.53% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 57,870 | 5,173 | 0.01% | 0.01% | 176 | +4,979 | 9.41% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 57,574 | 5,147 | 0.01% | 0.0% | 177 | +12,430 | 27.53% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 56,519 | 5,052 | 0.01% | 0.01% | 178 | -9,503 | -14.39% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 55,643 | 4,974 | 0.01% | 0.01% | 179 | -17,389 | -23.81% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 54,680 | 4,888 | 0.05% | 0.05% | 180 | -3,740 | -6.4% | Q2 2026 | Aug 11, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 54,502 | 4,872 | 0.65% | 0.59% | 181 | -1,312 | -2.35% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 53,300 | 4,765 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 55,711 | 4,658 | 0.01% | 0.01% | 183 | +9,160 | 19.68% | Q2 2026 | Jul 15, 2026 |
| Brooklyn Investment Group | History | No change | 63,464 | 4,634 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 49,243 | 4,402 | 0.04% | 0.03% | 185 | +2,700 | 5.8% | Q2 2026 | Jul 08, 2026 |
| Qsemble Capital Management, LP | History | Added to | 49,037 | 4,383 | 0.56% | 0.13% | 186 | +25,910 | 112.03% | Q2 2026 | Aug 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 48,714 | 4,355 | 0.01% | 0.01% | 187 | -3,464 | -6.64% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,461 | 4,332 | 0.01% | 0.0% | 188 | +1,357 | 2.88% | Q2 2026 | Jul 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 48,000 | 4,292 | 0.03% | 0.03% | 189 | -2,900 | -5.7% | Q2 2026 | Aug 12, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 45,200 | 4,040 | 0.06% | — | 190 | +45,200 | New | Q2 2026 | Jul 24, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 44,952 | 4,018 | 0.01% | 0.01% | 191 | -1,578 | -3.39% | Q2 2026 | Aug 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 43,402 | 3,880 | 0.1% | 0.1% | 192 | -1,031 | -2.32% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 43,000 | 3,844 | 0.06% | 0.06% | 193 | -1,200 | -2.71% | Q2 2026 | Jul 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 42,941 | 3,838 | 0.04% | 0.04% | 194 | -4,237 | -8.98% | Q2 2026 | Jul 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 41,245 | 3,684 | 0.0% | — | 196 | +41,245 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 41,207 | 3,684 | 0.01% | 0.01% | 195 | +2,600 | 6.73% | Q2 2026 | Jul 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 40,699 | 3,638 | 0.01% | 0.01% | 197 | +1,920 | 4.95% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Reduced | 40,105 | 3,585 | 0.02% | 0.02% | 198 | -3,560 | -8.15% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 39,380 | 3,520 | 0.26% | 0.24% | 199 | -236 | -0.6% | Q2 2026 | Sep 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 38,735 | 3,462 | 0.06% | 0.0% | 200 | +38,463 | 14140.81% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 38,324 | 3,426 | 0.0% | 0.0% | 201 | +47 | 0.12% | Q2 2026 | Aug 14, 2026 |
| apricus wealth, LLC | History | Reduced | 38,170 | 3,412 | 1.63% | 1.37% | 202 | -245 | -0.64% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 37,677 | 3,368 | 0.0% | 0.0% | 203 | -69 | -0.18% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 37,500 | 3,353 | 0.01% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 36,996 | 3,307 | 0.0% | — | 205 | +36,996 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 36,539 | 3,267 | 0.01% | 0.01% | 206 | -3,716 | -9.23% | Q2 2026 | Aug 05, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 36,539 | 3,266 | 0.56% | 0.53% | 207 | -1,211 | -3.21% | Q2 2026 | Jul 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 37,323 | 3,265 | 0.51% | 0.5% | 208 | -64 | -0.17% | Q2 2026 | Jul 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | Reduced | 36,312 | 3,246 | 0.01% | 0.01% | 209 | -3,403 | -8.57% | Q2 2026 | Aug 13, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 35,576 | 3,168 | 1.06% | 0.97% | 210 | -325 | -0.91% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 35,364 | 3,161 | 0.02% | 0.01% | 211 | -381 | -1.07% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 35,191 | 3,146 | 0.02% | 0.01% | 212 | -3,005 | -7.87% | Q2 2026 | Jul 17, 2026 |
| Numerai GP LLC | History | Reduced | 35,048 | 3,133 | 0.26% | 0.37% | 213 | -15,264 | -30.34% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 35,011 | 3,129 | 0.05% | 0.04% | 214 | +145 | 0.42% | Q2 2026 | Aug 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 34,597 | 3,093 | 0.19% | 0.18% | 215 | +1,497 | 4.52% | Q2 2026 | Jul 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 34,400 | 3,075 | 0.01% | 0.01% | 216 | -2,300 | -6.27% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,838 | 3,026 | 0.0% | 0.0% | 217 | +6,309 | 22.92% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,816 | 3,023 | 0.0% | 0.0% | 218 | +3,798 | 12.65% | Q2 2026 | Aug 07, 2026 |
| PEAK6 LLC | History | Added to | 33,576 | 3,001 | 0.01% | 0.0% | 219 | +13,996 | 71.48% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 33,575 | 3,001 | 0.04% | 0.03% | 220 | +8,562 | 34.23% | Q2 2026 | Jul 29, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 33,317 | 2,978 | 0.06% | 0.05% | 221 | +5,550 | 19.99% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 33,066 | 2,956 | 0.03% | 0.04% | 222 | -1,086 | -3.18% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 32,443 | 2,900 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kendall Capital Management | History | Reduced | 31,695 | 2,833 | 0.47% | 0.5% | 224 | -1,637 | -4.91% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 30,416 | 2,719 | 0.01% | 0.01% | 225 | -5,843 | -16.11% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 30,383 | 2,716 | 0.03% | 0.03% | 226 | -900 | -2.88% | Q2 2026 | Jul 28, 2026 |
| CPC Advisors, LLC | History | Added to | 30,209 | 2,700 | 0.36% | 0.35% | 227 | +782 | 2.66% | Q2 2026 | Jul 24, 2026 |
| Edgestream Partners, L.P. | History | New | 30,074 | 2,688 | 0.08% | — | 228 | +30,074 | New | Q2 2026 | Aug 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 29,900 | 2,673 | 1.39% | 1.19% | 229 | +300 | 1.01% | Q2 2026 | Jul 22, 2026 |
| Graham Capital Management, L.P. | History | Added to | 29,275 | 2,617 | 0.05% | 0.01% | 230 | +25,646 | 706.7% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | New | 29,176 | 2,608 | 0.01% | — | 231 | +29,176 | New | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 28,721 | 2,567 | 0.02% | 0.01% | 232 | +20,779 | 261.63% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,243 | 2,525 | 0.01% | 0.01% | 233 | +331 | 1.19% | Q2 2026 | Jul 27, 2026 |
| DGS Capital Management, LLC | History | No change | 34,512 | 2,520 | 0.41% | 0.41% | 234 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Catalyst Funds Management Pty Ltd | History | Added to | 28,086 | 2,510 | 0.14% | 0.23% | 235 | +9,850 | 54.01% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | Added to | 27,924 | 2,496 | 0.27% | 0.07% | 236 | +20,300 | 266.26% | Q2 2026 | Aug 06, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 27,247 | 2,435 | 1.01% | — | 237 | +27,247 | New | Q2 2026 | Jul 17, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 27,214 | 2,432 | 0.25% | 0.24% | 238 | -602 | -2.16% | Q2 2026 | Jul 30, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 26,464 | 2,365 | 0.03% | 0.06% | 239 | -40,517 | -60.49% | Q2 2026 | Aug 12, 2026 |
| Impax Asset Management Group plc | History | Added to | 26,177 | 2,340 | 0.02% | 0.01% | 240 | +1,139 | 4.55% | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 26,040 | 2,327 | 0.04% | 0.04% | 241 | -212 | -0.81% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,910 | 2,316 | 0.02% | 0.02% | 242 | +216 | 0.84% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | Reduced | 25,799 | 2,306 | 0.03% | 0.03% | 243 | -938 | -3.51% | Q2 2026 | Aug 10, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 25,728 | 2,300 | 0.1% | 0.1% | 244 | -1,793 | -6.52% | Q2 2026 | Jul 14, 2026 |
| Savant Capital, LLC | History | Added to | 27,480 | 2,244 | 0.01% | 0.01% | 245 | +11,519 | 72.17% | Q2 2026 | Aug 10, 2026 |
| Machina Capital S.A.S. | History | Added to | 24,904 | 2,226 | 0.35% | 0.04% | 246 | +21,857 | 717.33% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 24,329 | 2,175 | 0.03% | 0.03% | 247 | -1,929 | -7.35% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | Added to | 23,608 | 2,110 | 0.04% | 0.03% | 248 | +4,837 | 25.77% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 23,588 | 2,108 | 0.02% | 0.02% | 249 | -25 | -0.11% | Q2 2026 | Aug 12, 2026 |
| Barnett & Company, Inc. | History | Reduced | 23,113 | 2,066 | 1.53% | 6.93% | 250 | -98,950 | -81.06% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 22,946 | 2,051 | 0.04% | 0.04% | 251 | +398 | 1.77% | Q2 2026 | Aug 14, 2026 |
| Weaver C. Barksdale & Associates, Inc. | History | Reduced | 22,698 | 2,029 | 1.82% | 1.58% | 252 | -30 | -0.13% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 22,358 | 2,007 | 0.0% | 0.0% | 253 | +8,043 | 56.19% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 22,399 | 2,002 | 0.06% | 0.05% | 254 | +2,066 | 10.16% | Q2 2026 | Aug 03, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 22,325 | 1,995 | 0.05% | 0.07% | 255 | -6,589 | -22.79% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 22,229 | 1,987 | 0.0% | 0.0% | 256 | -3,477 | -13.53% | Q2 2026 | Jul 30, 2026 |
| Walleye Capital LLC | History | Added to | 22,195 | 1,984 | 0.01% | 0.01% | 257 | +3,802 | 20.67% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Added to | 21,955 | 1,970 | 0.01% | 0.01% | 258 | +7,643 | 53.4% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 21,841 | 1,952 | 0.13% | 0.13% | 259 | +43 | 0.2% | Q2 2026 | Jul 24, 2026 |
| Pacer Advisors, Inc. | History | Added to | 21,576 | 1,929 | 0.0% | 0.0% | 260 | +3,682 | 20.58% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Reduced | 21,301 | 1,904 | 0.34% | 0.33% | 261 | -2,100 | -8.97% | Q2 2026 | Jul 10, 2026 |
| DRW Securities, LLC | History | Reduced | 21,248 | 1,899 | 0.05% | 0.05% | 262 | -26,736 | -55.72% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,856 | 1,864 | 0.0% | 0.0% | 263 | +1,902 | 10.03% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 20,768 | 1,856 | 0.0% | — | 264 | +20,768 | New | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 20,550 | 1,837 | 0.03% | 0.03% | 265 | +325 | 1.61% | Q2 2026 | Jul 13, 2026 |
| XPONANCE LLC | History | Reduced | 20,366 | 1,820 | 0.01% | 0.01% | 266 | -1,137 | -5.29% | Q2 2026 | Aug 10, 2026 |
| Genus Capital Management Inc. | History | New | 20,310 | 1,815 | 0.18% | — | 267 | +20,310 | New | Q2 2026 | Jul 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 20,244 | 1,809 | 0.01% | 0.01% | 268 | -1,786 | -8.11% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | New | 20,158 | 1,802 | 0.07% | — | 269 | +20,158 | New | Q2 2026 | Aug 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 19,979 | 1,786 | 0.22% | 0.2% | 270 | +1 | 0.01% | Q2 2026 | Jul 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 19,879 | 1,777 | 0.03% | 0.03% | 271 | +2,403 | 13.75% | Q2 2026 | Jul 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 19,805 | 1,770 | 0.01% | 0.01% | 272 | +1,064 | 5.68% | Q2 2026 | Aug 10, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 19,796 | 1,769 | 2.17% | 1.53% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 19,696 | 1,760 | 0.03% | 0.03% | 274 | +4,649 | 30.9% | Q2 2026 | Jul 27, 2026 |
| Twin Tree Management, LP | History | New | 19,600 | 1,752 | 0.03% | — | 275 | +19,600 | New | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,588 | 1,751 | 0.02% | 0.02% | 276 | +3,541 | 22.07% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | New | 19,372 | 1,731 | 0.02% | — | 277 | +19,372 | New | Q2 2026 | Aug 05, 2026 |
| Walleye Trading LLC | History | Added to | 19,236 | 1,719 | 0.0% | 0.0% | 278 | +4,113 | 27.2% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 19,196 | 1,716 | 0.02% | 0.02% | 279 | +899 | 4.91% | Q2 2026 | Jul 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,063 | 1,704 | 0.02% | 0.02% | 280 | -312 | -1.61% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 18,806 | 1,681 | 0.01% | 0.01% | 281 | +289 | 1.56% | Q2 2026 | Sep 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,464 | 1,650 | 0.01% | 0.01% | 282 | +2,352 | 14.6% | Q2 2026 | Jul 29, 2026 |
| Convergence Investment Partners, LLC | History | New | 18,308 | 1,636 | 0.16% | — | 283 | +18,308 | New | Q2 2026 | Jul 31, 2026 |
| Oak Thistle LLC | History | Added to | 18,237 | 1,630 | 0.16% | 0.12% | 284 | +816 | 4.68% | Q2 2026 | Jul 20, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 18,176 | 1,624 | 0.16% | 0.16% | 285 | +93 | 0.51% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | Reduced | 17,916 | 1,601 | 0.04% | 0.08% | 286 | -16,767 | -48.34% | Q2 2026 | Jul 14, 2026 |
| Gradient Investments LLC | History | New | 17,893 | 1,599 | 0.02% | — | 287 | +17,893 | New | Q2 2026 | Jul 08, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 17,380 | 1,553 | 0.73% | 0.68% | 288 | -61 | -0.35% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 16,778 | 1,499 | 0.02% | 0.02% | 289 | +2,189 | 15.0% | Q2 2026 | Jul 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 16,682 | 1,491 | 0.25% | 0.17% | 290 | +3,021 | 22.11% | Q2 2026 | Aug 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 16,581 | 1,482 | 0.1% | 0.03% | 291 | +10,847 | 189.17% | Q2 2026 | Aug 11, 2026 |
| Dockside LLC | History | Reduced | 16,373 | 1,463 | 0.34% | 0.64% | 292 | -18,452 | -52.98% | Q2 2026 | Aug 03, 2026 |
| Aquatic Capital Management LLC | History | New | 15,769 | 1,409 | 0.05% | — | 294 | +15,769 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,767 | 1,409 | 0.01% | 0.01% | 293 | +2,586 | 19.62% | Q2 2026 | Jul 20, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 15,574 | 1,392 | 0.6% | 0.76% | 295 | -12,160 | -43.85% | Q2 2026 | Jul 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 15,311 | 1,369 | 0.0% | 0.0% | 296 | -1,305 | -7.85% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 18,674 | 1,363 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,711 | 1,358 | 0.03% | 0.02% | 298 | +4,380 | 38.66% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 15,103 | 1,350 | 0.0% | 0.0% | 299 | -31,597 | -67.66% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,085 | 1,348 | 0.01% | 0.01% | 300 | +1,426 | 10.44% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 15,016 | 1,342 | 0.0% | 0.0% | 301 | +7,775 | 107.37% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | Added to | 14,489 | 1,295 | 0.01% | 0.01% | 302 | +325 | 2.29% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,359 | 1,283 | 0.01% | 0.01% | 303 | +1,404 | 10.84% | Q2 2026 | Sep 23, 2026 |
| M&T BANK CORP | History | Reduced | 14,261 | 1,275 | 0.0% | 0.0% | 304 | -167 | -1.16% | Q2 2026 | Aug 04, 2026 |
| Tidal Investments LLC | History | Added to | 14,062 | 1,257 | 0.0% | 0.0% | 305 | +6,544 | 87.04% | Q2 2026 | Aug 13, 2026 |
| JSF Financial, LLC | History | New | 13,690 | 1,223 | 0.19% | — | 306 | +13,690 | New | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,661 | 1,221 | 0.01% | 0.01% | 307 | -803 | -5.55% | Q2 2026 | Jul 24, 2026 |
| XML Financial, LLC | History | Reduced | 13,555 | 1,211 | 0.09% | 0.08% | 308 | -200 | -1.45% | Q2 2026 | Jul 24, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 13,543 | 1,210 | 0.0% | 0.0% | 309 | +739 | 5.77% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,380 | 1,196 | 0.0% | 0.0% | 310 | +1,848 | 16.02% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 13,250 | 1,184 | 0.0% | 0.0% | 311 | +220 | 1.69% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 13,214 | 1,181 | 0.03% | — | 312 | +13,214 | New | Q2 2026 | Jul 17, 2026 |
| 111 Capital | History | Added to | 13,205 | 1,180 | 0.2% | 0.07% | 313 | +9,399 | 246.95% | Q2 2026 | Aug 04, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 12,971 | 1,160 | 0.11% | 0.13% | 314 | -1,184 | -8.36% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 12,911 | 1,154 | 0.0% | 0.0% | 315 | +2,728 | 26.79% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | Added to | 12,901 | 1,153 | 0.1% | 0.06% | 316 | +8,457 | 190.3% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,808 | 1,145 | 0.01% | 0.01% | 317 | -55 | -0.43% | Q2 2026 | Aug 13, 2026 |
| Parrish Capital LLC | History | Reduced | 12,427 | 1,110 | 1.07% | 0.93% | 318 | -1,854 | -12.98% | Q2 2026 | Sep 01, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 12,312 | 1,100 | 0.01% | 0.0% | 319 | +5,488 | 80.42% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 12,197 | 1,090 | 0.0% | 0.0% | 320 | +1,569 | 14.76% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,181 | 1,088 | 0.03% | 0.02% | 321 | +3,636 | 42.55% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | Added to | 12,126 | 1,084 | 0.02% | 0.0% | 322 | +8,811 | 265.79% | Q2 2026 | Jul 17, 2026 |
| HM PAYSON & CO | History | Added to | 11,854 | 1,059 | 0.01% | 0.01% | 323 | +822 | 7.45% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,810 | 1,055 | 0.01% | 0.01% | 324 | +1,181 | 11.11% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | New | 11,774 | 1,052 | 0.02% | — | 325 | +11,774 | New | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 11,758 | 1,051 | 0.0% | 0.0% | 326 | -1,115 | -8.66% | Q2 2026 | Aug 12, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 11,721 | 1,047 | 0.71% | 0.43% | 327 | +3,728 | 46.64% | Q2 2026 | Jul 28, 2026 |
| Wedmont Private Capital | History | Added to | 11,963 | 1,046 | 0.03% | 0.03% | 329 | +250 | 2.13% | Q2 2026 | Jul 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 11,705 | 1,046 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,688 | 1,044 | 0.0% | 0.0% | 330 | +3,107 | 36.21% | Q2 2026 | Jul 27, 2026 |
| CSS LLC/IL | History | Added to | 11,568 | 1,034 | 0.04% | 0.04% | 331 | +779 | 7.22% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 11,562 | 1,033 | 0.0% | — | 332 | +11,562 | New | Q2 2026 | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 11,529 | 1,030 | 0.01% | — | 333 | +11,529 | New | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 11,429 | 1,021 | 0.11% | 0.1% | 334 | -544 | -4.54% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 11,218 | 1,002 | 0.05% | 0.05% | 335 | +63 | 0.56% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,037 | 994 | 0.0% | 0.0% | 336 | +2,596 | 30.75% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,055 | 990 | 0.01% | 0.01% | 337 | -1,656 | -13.03% | Q2 2026 | Jul 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 11,066 | 989 | 0.01% | 0.01% | 338 | +40 | 0.36% | Q2 2026 | Jul 16, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 11,052 | 988 | 0.05% | 0.05% | 339 | -25 | -0.23% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 11,021 | 985 | 0.0% | 0.0% | 340 | +841 | 8.26% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | Added to | 10,834 | 968 | 0.01% | 0.01% | 341 | +3,176 | 41.47% | Q2 2026 | Aug 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 10,840 | 965 | 0.03% | 0.03% | 342 | -379 | -3.38% | Q2 2026 | Jul 23, 2026 |
| GREENLEAF TRUST | History | Added to | 10,781 | 963 | 0.01% | 0.01% | 343 | +335 | 3.21% | Q2 2026 | Jul 21, 2026 |
| Employees Retirement System of Texas | History | Added to | 10,761 | 962 | 0.01% | 0.0% | 344 | +9,013 | 515.62% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 10,539 | 942 | 0.01% | 0.02% | 345 | +3,354 | 46.68% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 10,425 | 931 | 0.04% | 0.03% | 346 | +2,268 | 27.8% | Q2 2026 | Aug 13, 2026 |
| Boxwood Ventures, Inc. | History | No change | 10,412 | 930 | 0.56% | 0.81% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DMC Group, LLC | History | Reduced | 9,972 | 891 | 0.61% | 0.57% | 348 | -1,557 | -13.51% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,870 | 882 | 0.01% | 0.01% | 349 | -123 | -1.23% | Q2 2026 | Jul 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 9,736 | 870 | 0.0% | 0.01% | 350 | -18,982 | -66.1% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 9,610 | 859 | 0.03% | 0.03% | 351 | +501 | 5.5% | Q2 2026 | Jul 07, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 9,590 | 857 | 0.01% | 0.01% | 352 | -17,228 | -64.24% | Q2 2026 | Aug 17, 2026 |
| Venture Visionary Partners LLC | History | Added to | 9,567 | 855 | 0.02% | 0.02% | 353 | +3 | 0.03% | Q2 2026 | Jul 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 9,482 | 847 | 0.07% | 0.07% | 354 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Wyoming | History | Added to | 9,422 | 842 | 0.09% | 0.02% | 355 | +7,630 | 425.78% | Q2 2026 | Aug 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 9,304 | 831 | 0.18% | — | 356 | +9,304 | New | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | New | 9,190 | 821 | 0.01% | — | 357 | +9,190 | New | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 9,178 | 820 | 0.07% | 0.12% | 358 | +235 | 2.63% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Reduced | 9,144 | 817 | 0.0% | 0.01% | 359 | -16,995 | -65.02% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 9,135 | 816 | 0.0% | 0.01% | 360 | -9,750 | -51.63% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,105 | 813 | 0.02% | 0.02% | 361 | -288 | -3.07% | Q2 2026 | Jul 29, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 8,889 | 794 | 0.08% | 0.07% | 362 | -89 | -0.99% | Q2 2026 | Jul 28, 2026 |
| Bridgefront Capital, LLC | History | Added to | 8,851 | 791 | 0.21% | 0.08% | 363 | +4,170 | 89.08% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,829 | 789 | 0.03% | 0.0% | 364 | +7,678 | 667.07% | Q2 2026 | Aug 06, 2026 |
| Old Port Advisors | History | Added to | 8,802 | 786 | 0.15% | 0.15% | 365 | +73 | 0.84% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,759 | 783 | 0.03% | 0.03% | 366 | +1,850 | 26.78% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | Reduced | 8,740 | 781 | 0.05% | 0.05% | 367 | -2,219 | -20.25% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 8,606 | 769 | 0.0% | 0.0% | 368 | +3,562 | 70.62% | Q2 2026 | Aug 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 8,543 | 763 | 0.07% | 0.07% | 369 | +887 | 11.59% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,486 | 758 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 8,466 | 756 | 0.01% | 0.01% | 371 | +193 | 2.33% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | Reduced | 8,451 | 755 | 0.11% | 0.09% | 372 | -52 | -0.61% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,370 | 748 | 0.01% | 0.01% | 373 | -455 | -5.16% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | Reduced | 8,264 | 738 | 0.01% | 0.01% | 374 | -684 | -7.64% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 8,228 | 735 | 0.01% | 0.01% | 375 | -1,464 | -15.11% | Q2 2026 | Jul 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 8,184 | 731 | 0.0% | — | 377 | +8,184 | New | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 8,183 | 731 | 0.17% | 0.17% | 376 | -1,025 | -11.13% | Q2 2026 | Jul 13, 2026 |
| Aspen Investment Management Inc | History | Added to | 8,150 | 729 | 0.2% | 0.18% | 378 | +170 | 2.13% | Q2 2026 | Jul 17, 2026 |
| Jump Financial, LLC | History | Reduced | 7,998 | 715 | 0.01% | 0.01% | 380 | -1,926 | -19.41% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,998 | 715 | 0.0% | 0.0% | 379 | +76 | 0.96% | Q2 2026 | Jul 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,971 | 712 | 0.01% | 0.01% | 381 | +895 | 12.65% | Q2 2026 | Jul 17, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 7,963 | 711 | 0.04% | 0.02% | 382 | +2,238 | 39.09% | Q2 2026 | Jul 16, 2026 |
| GWN SECURITIES INC. | History | New | 7,920 | 708 | 0.12% | — | 383 | +7,920 | New | Q2 2026 | Aug 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,811 | 698 | 0.02% | 0.02% | 384 | +1,674 | 27.28% | Q2 2026 | Jul 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,732 | 691 | 0.01% | 0.01% | 385 | +188 | 2.49% | Q2 2026 | Aug 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 7,668 | 685 | 0.15% | 0.15% | 386 | -400 | -4.96% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Added to | 7,661 | 684 | 0.01% | 0.01% | 387 | +725 | 10.45% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 7,561 | 675 | 0.02% | 0.02% | 388 | -1 | -0.01% | Q2 2026 | Jul 08, 2026 |
| Campion Asset Management | History | No change | 7,516 | 671 | 0.41% | 0.37% | 389 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 7,487 | 669 | 0.02% | 0.02% | 390 | -35 | -0.47% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,263 | 649 | 0.0% | 0.0% | 391 | -25 | -0.34% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | New | 7,200 | 643 | 0.0% | — | 392 | +7,200 | New | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,118 | 636 | 0.01% | 0.01% | 393 | +1,947 | 37.65% | Q2 2026 | Aug 18, 2026 |
| Atom Investors LP | History | Added to | 6,987 | 624 | 0.06% | 0.02% | 394 | +3,315 | 90.28% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 6,925 | 619 | 0.08% | 0.05% | 395 | +253 | 3.79% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 6,920 | 618 | 0.0% | 0.0% | 396 | +452 | 6.99% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,804 | 608 | 0.0% | 0.01% | 397 | -382 | -5.32% | Q2 2026 | Jul 17, 2026 |
| Callan Family Office, LLC | History | Reduced | 6,795 | 607 | 0.01% | 0.01% | 398 | -133 | -1.92% | Q2 2026 | Aug 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 6,740 | 602 | 0.07% | 0.06% | 399 | +7 | 0.1% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,665 | 595 | 0.0% | 0.0% | 400 | +735 | 12.39% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 6,640 | 593 | 0.0% | — | 402 | +6,640 | New | Q2 2026 | Aug 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 6,644 | 593 | 0.05% | 0.04% | 401 | -109 | -1.61% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | New | 7,019 | 590 | 0.04% | — | 403 | +7,019 | New | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,545 | 585 | 0.0% | 0.0% | 404 | +1,507 | 29.91% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 6,686 | 585 | 0.06% | 0.06% | 405 | +347 | 5.47% | Q2 2026 | Jul 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 6,410 | 573 | 0.04% | — | 406 | +6,410 | New | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 6,398 | 571 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,342 | 566 | 0.0% | 0.0% | 409 | -2,010 | -24.07% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,334 | 566 | 0.01% | 0.01% | 408 | +1,255 | 24.71% | Q2 2026 | Aug 05, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 6,319 | 564 | 0.16% | 0.34% | 410 | -9,506 | -60.07% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,298 | 563 | 0.01% | 0.0% | 411 | +3,049 | 93.84% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,230 | 556 | 0.0% | 0.0% | 412 | +585 | 10.36% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Reduced | 6,209 | 555 | 0.01% | 0.03% | 413 | -17,070 | -73.33% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 6,189 | 553 | 0.0% | — | 414 | +6,189 | New | Q2 2026 | Sep 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,135 | 548 | 0.03% | 0.02% | 415 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,111 | 546 | 0.01% | — | 416 | +6,111 | New | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,089 | 544 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patten Group, Inc. | History | No change | 5,956 | 532 | 0.08% | 0.08% | 418 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Added to | 5,947 | 531 | 0.18% | 0.18% | 419 | +4 | 0.07% | Q2 2026 | Jul 22, 2026 |
| Glenview Trust Co | History | No change | 5,893 | 526 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 5,883 | 525 | 0.01% | — | 421 | +5,883 | New | Q2 2026 | Aug 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 5,818 | 520 | 0.04% | 0.04% | 422 | +23 | 0.4% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,759 | 514 | 0.01% | 0.01% | 423 | +300 | 5.5% | Q2 2026 | Aug 10, 2026 |
| Aries Wealth Management | History | No change | 5,736 | 512 | 0.1% | 0.09% | 424 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 5,661 | 506 | 0.12% | 0.09% | 425 | +1,635 | 40.61% | Q2 2026 | Jul 23, 2026 |
| TD Capital Management LLC | History | No change | 5,657 | 505 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,621 | 502 | 0.01% | 0.01% | 427 | +489 | 9.53% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 5,588 | 499 | 0.0% | 0.0% | 428 | +1,455 | 35.2% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,514 | 492 | 0.01% | — | 429 | +5,514 | New | Q2 2026 | Aug 07, 2026 |
| SHARPEPOINT LLC | History | No change | 5,439 | 486 | 0.24% | 0.24% | 430 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 5,439 | 484 | 0.0% | 0.0% | 431 | +614 | 12.73% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | Reduced | 5,383 | 481 | 0.25% | 0.22% | 432 | -27 | -0.5% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | Added to | 5,356 | 478 | 0.03% | 0.03% | 433 | +51 | 0.96% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 5,271 | 472 | 0.0% | 0.0% | 435 | +2,191 | 71.14% | Q2 2026 | Jul 29, 2026 |
| Compound Planning, Inc. | History | Added to | 5,287 | 472 | 0.01% | 0.01% | 434 | +615 | 13.16% | Q2 2026 | Aug 04, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 5,251 | 469 | 0.05% | — | 436 | +5,251 | New | Q2 2026 | Jul 29, 2026 |
| Csenge Advisory Group | History | Added to | 5,214 | 466 | 0.02% | 0.02% | 437 | +16 | 0.31% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,207 | 465 | 0.0% | 0.0% | 439 | +3,394 | 187.2% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,209 | 465 | 0.01% | 0.01% | 438 | +512 | 10.9% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | Added to | 5,155 | 460 | 0.01% | 0.01% | 440 | +1,309 | 34.04% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 5,137 | 459 | 0.01% | 0.01% | 441 | +1,478 | 40.39% | Q2 2026 | Jul 28, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 5,098 | 455 | 0.2% | 0.19% | 442 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,063 | 452 | 0.0% | 0.0% | 443 | -3,067 | -37.72% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,037 | 450 | 0.0% | 0.0% | 444 | -1,092 | -17.82% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,904 | 448 | 0.0% | 0.0% | 445 | +2,844 | 138.06% | Q2 2026 | Jul 27, 2026 |
| SVB WEALTH LLC | History | Added to | 4,942 | 441 | 0.03% | 0.02% | 447 | +3 | 0.06% | Q2 2026 | Jul 17, 2026 |
| North Dakota State Investment Board | History | Reduced | 4,940 | 441 | 0.02% | 0.02% | 448 | -2 | -0.04% | Q2 2026 | Aug 04, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,937 | 441 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,913 | 439 | 0.01% | 0.01% | 449 | -1,332 | -21.33% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 4,900 | 439 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,864 | 434 | 0.0% | 0.0% | 451 | +1,310 | 36.86% | Q2 2026 | Aug 10, 2026 |
| Krilogy Financial LLC | History | Added to | 4,849 | 433 | 0.01% | 0.01% | 452 | +1,856 | 62.01% | Q2 2026 | Jul 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 4,826 | 431 | 0.01% | 0.01% | 453 | -159 | -3.19% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 4,806 | 429 | 0.0% | — | 455 | +4,806 | New | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 4,804 | 429 | 0.01% | 0.02% | 454 | -718 | -13.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,766 | 426 | 0.01% | 0.01% | 456 | -833 | -14.88% | Q2 2026 | Jul 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 4,696 | 419 | 0.02% | 0.02% | 457 | -412 | -8.07% | Q2 2026 | Jul 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,608 | 411 | 0.04% | 0.04% | 458 | -4,574 | -49.81% | Q2 2026 | Jul 16, 2026 |
| AlTi Global, Inc. | History | Added to | 4,590 | 410 | 0.01% | 0.01% | 459 | +163 | 3.68% | Q2 2026 | Aug 05, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 4,404 | 406 | 0.47% | 0.44% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,519 | 404 | 0.01% | 0.01% | 461 | -738 | -14.04% | Q2 2026 | Jul 28, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 4,500 | 402 | 0.14% | — | 462 | +4,500 | New | Q2 2026 | Jul 15, 2026 |
| Coastline Trust Co | History | No change | 4,470 | 399 | 0.04% | 0.03% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,361 | 389 | 0.0% | 0.0% | 464 | -542 | -11.05% | Q2 2026 | Aug 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,334 | 387 | 0.02% | 0.02% | 465 | +3 | 0.07% | Q2 2026 | Jul 31, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 4,325 | 386 | 0.03% | 0.03% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 4,255 | 380 | 0.0% | 0.0% | 467 | -2,217 | -34.26% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 4,251 | 380 | 0.04% | 0.04% | 468 | +207 | 5.12% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,243 | 379 | 0.01% | 0.0% | 469 | +526 | 14.15% | Q2 2026 | Aug 07, 2026 |
| Vestcor Inc | History | Reduced | 4,228 | 378 | 0.01% | 0.04% | 470 | -14,011 | -76.82% | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 4,206 | 376 | 0.08% | 0.08% | 471 | +11 | 0.26% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,161 | 372 | 0.01% | 0.0% | 472 | +1,293 | 45.08% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 4,172 | 372 | 0.02% | 0.02% | 473 | +301 | 7.78% | Q2 2026 | Jul 28, 2026 |
| KBC Group NV | History | Reduced | 4,154 | 371 | 0.0% | 0.0% | 474 | -736 | -15.05% | Q2 2026 | Aug 05, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,128 | 369 | 0.02% | 0.28% | 475 | -78,550 | -95.01% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 4,107 | 367 | 0.05% | 0.05% | 476 | +60 | 1.48% | Q2 2026 | Jul 15, 2026 |
| SCHULHOFF & CO INC | History | No change | 4,000 | 357 | 0.14% | 0.12% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arnhold LLC | History | No change | 4,000 | 357 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elyxium Wealth, LLC | History | Added to | 3,977 | 355 | 0.04% | 0.08% | 481 | +567 | 16.63% | Q2 2026 | Aug 03, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 3,975 | 355 | 0.12% | 0.12% | 480 | -115 | -2.81% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,981 | 355 | 0.0% | 0.0% | 479 | +1 | 0.03% | Q2 2026 | Jul 27, 2026 |
| Park Capital Management, LLC / WI | History | New | 3,959 | 353 | 0.21% | — | 485 | +3,959 | New | Q2 2026 | Jul 10, 2026 |
| Waverly Advisors, LLC | History | New | 3,952 | 353 | 0.0% | — | 484 | +3,952 | New | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | Reduced | 3,952 | 353 | 0.54% | 0.33% | 483 | -1,038 | -20.8% | Q2 2026 | Aug 04, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 3,949 | 353 | 0.01% | 0.01% | 482 | -356 | -8.27% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,901 | 348 | 0.01% | 0.01% | 486 | +744 | 23.57% | Q2 2026 | Jul 31, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 3,859 | 344 | 0.26% | 1.52% | 488 | -21,338 | -84.68% | Q2 2026 | Jul 21, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,857 | 344 | 0.07% | 0.07% | 487 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,791 | 338 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 3,754 | 335 | 0.01% | 0.01% | 491 | +891 | 31.12% | Q2 2026 | Jul 31, 2026 |
| Centurion Wealth Management LLC | History | No change | 3,750 | 335 | 0.08% | 0.06% | 490 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Emerald Investment Advisers, LLC | History | New | 3,746 | 334 | 0.02% | — | 492 | +3,746 | New | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 3,616 | 323 | 0.0% | 0.0% | 493 | -627 | -14.78% | Q2 2026 | Aug 18, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,614 | 323 | 0.05% | 0.05% | 494 | +27 | 0.75% | Q2 2026 | Aug 03, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,591 | 321 | 0.01% | 0.01% | 495 | -1,733 | -32.55% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 3,549 | 317 | 0.09% | — | 496 | +3,549 | New | Q2 2026 | Aug 14, 2026 |
| Net Worth Advisory Group | History | Reduced | 3,535 | 316 | 0.08% | 0.06% | 497 | -212 | -5.66% | Q2 2026 | Jul 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,531 | 315 | 0.04% | 0.03% | 498 | +271 | 8.31% | Q2 2026 | Aug 11, 2026 |
| WELCH & FORBES LLC | History | No change | 3,515 | 314 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SPINNAKER TRUST | History | No change | 3,515 | 314 | 0.02% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 3,502 | 313 | 0.0% | — | 501 | +3,502 | New | Q2 2026 | Aug 14, 2026 |
| GARDNER RUSSO & QUINN LLC | History | Reduced | 3,485 | 311 | 0.0% | 0.0% | 502 | -315 | -8.29% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 3,480 | 311 | 0.03% | 0.03% | 503 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 3,402 | 304 | 0.01% | 0.01% | 504 | -115 | -3.27% | Q2 2026 | Aug 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 3,392 | 303 | 0.03% | 0.03% | 505 | +479 | 16.44% | Q2 2026 | Jul 28, 2026 |
| STRS OHIO | History | Reduced | 3,352 | 299 | 0.0% | 0.01% | 506 | -36,620 | -91.61% | Q2 2026 | Jul 30, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,311 | 295 | 0.0% | 0.0% | 507 | +486 | 17.2% | Q2 2026 | Aug 03, 2026 |
| EASTERN BANK | History | No change | 3,298 | 294 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| JMN Financial LLC | History | Reduced | 3,287 | 293 | 0.23% | 0.3% | 509 | -845 | -20.45% | Q2 2026 | Aug 10, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 3,270 | 292 | 0.02% | 0.02% | 510 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Square, LLC | History | No change | 3,332 | 291 | 0.13% | 0.12% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 3,248 | 290 | 0.02% | 0.02% | 512 | +42 | 1.31% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 3,242 | 289 | 0.0% | 0.0% | 513 | +147 | 4.75% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,231 | 288 | 0.01% | 0.01% | 514 | -90 | -2.71% | Q2 2026 | Jul 31, 2026 |
| Independent Advisor Alliance | History | Added to | 3,221 | 287 | 0.01% | 0.0% | 515 | +416 | 14.83% | Q2 2026 | Aug 12, 2026 |
| Bank & Trust Co | History | No change | 3,202 | 286 | 0.18% | 0.16% | 516 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,191 | 285 | 0.0% | 0.0% | 517 | +7 | 0.22% | Q2 2026 | Aug 05, 2026 |
| KPP Advisory Services LLC | History | No change | 3,194 | 285 | 0.04% | 0.03% | 518 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | Added to | 3,180 | 284 | 0.01% | 0.01% | 519 | +401 | 14.43% | Q2 2026 | Jul 23, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 3,157 | 282 | 0.06% | 0.08% | 520 | -3,229 | -50.56% | Q2 2026 | Aug 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 3,161 | 282 | 0.05% | 0.04% | 521 | -255 | -7.46% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,153 | 281 | 0.0% | 0.01% | 522 | -995 | -23.99% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,142 | 280 | 0.0% | 0.0% | 523 | -640 | -16.92% | Q2 2026 | Jul 22, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 3,071 | 274 | 0.01% | 0.01% | 524 | -2,998 | -49.4% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,060 | 273 | 0.01% | — | 525 | +3,060 | New | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,044 | 272 | 0.0% | 0.0% | 526 | -52 | -1.68% | Q2 2026 | Jul 21, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 3,043 | 272 | 0.06% | 0.06% | 527 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 3,032 | 271 | 0.03% | 0.03% | 528 | +18 | 0.6% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Added to | 3,032 | 271 | 0.02% | 0.02% | 529 | +18 | 0.6% | Q2 2026 | Aug 05, 2026 |
| Sage Capital Management, LLC | History | Added to | 3,024 | 270 | 0.11% | 0.1% | 530 | +17 | 0.57% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | New | 3,020 | 269 | 0.01% | — | 531 | +3,020 | New | Q2 2026 | Aug 03, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 3,007 | 268 | 0.2% | 0.18% | 532 | +175 | 6.18% | Q2 2026 | Aug 03, 2026 |
| Proficio Capital Partners LLC | History | New | 2,977 | 266 | 0.01% | — | 534 | +2,977 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,986 | 266 | 0.02% | 0.02% | 533 | +819 | 37.79% | Q2 2026 | Jul 02, 2026 |
| Horizon Investments, LLC | History | Reduced | 2,948 | 262 | 0.0% | 0.0% | 535 | -236 | -7.41% | Q2 2026 | Aug 13, 2026 |
| Portland Global Advisors LLC | History | No change | 2,925 | 261 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 2,895 | 258 | 0.0% | 0.0% | 537 | -401 | -12.17% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,883 | 258 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ariadne Wealth Management, LP | History | New | 2,874 | 256 | 0.11% | — | 540 | +2,874 | New | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 2,874 | 256 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Symmetry Partners, LLC | History | New | 2,850 | 254 | 0.01% | — | 542 | +2,850 | New | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,842 | 254 | 0.0% | 0.0% | 541 | +504 | 21.56% | Q2 2026 | Aug 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,838 | 253 | 0.01% | 0.01% | 543 | +47 | 1.68% | Q2 2026 | Aug 03, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,814 | 251 | 0.01% | — | 545 | +2,814 | New | Q2 2026 | Jul 08, 2026 |
| Sigma Planning Corp | History | Reduced | 2,809 | 251 | 0.01% | 0.01% | 544 | -196 | -6.52% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 2,790 | 249 | 0.02% | 0.01% | 547 | -726 | -20.65% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,794 | 249 | 0.0% | 0.0% | 546 | -408 | -12.74% | Q2 2026 | Aug 11, 2026 |
| AIRE ADVISORS, LLC | History | New | 2,785 | 248 | 0.04% | — | 548 | +2,785 | New | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | New | 2,766 | 247 | 0.01% | — | 550 | +2,766 | New | Q2 2026 | Jul 09, 2026 |
| West Family Investments, Inc. | History | New | 2,764 | 247 | 0.07% | — | 549 | +2,764 | New | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,760 | 246 | 0.03% | 0.03% | 551 | -236 | -7.88% | Q2 2026 | Jul 30, 2026 |
| Clark Capital Management Group, Inc. | History | New | 2,752 | 245 | 0.0% | — | 553 | +2,752 | New | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,742 | 245 | 0.01% | 0.01% | 552 | -32 | -1.15% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 2,725 | 243 | 0.0% | 0.0% | 554 | -674 | -19.83% | Q2 2026 | Aug 12, 2026 |
| Plancorp, LLC | History | Reduced | 2,711 | 242 | 0.01% | 0.01% | 555 | -146 | -5.11% | Q2 2026 | Jul 14, 2026 |
| West Branch Capital LLC | History | No change | 2,709 | 242 | 0.06% | 0.05% | 556 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 2,707 | 241 | 0.02% | — | 557 | +2,707 | New | Q2 2026 | Jul 16, 2026 |
| INCEPTIONR LLC | History | Reduced | 2,677 | 239 | 0.06% | 0.1% | 558 | -2,818 | -51.28% | Q2 2026 | Aug 10, 2026 |
| NORDEN GROUP LLC | History | New | 2,671 | 238 | 0.02% | — | 559 | +2,671 | New | Q2 2026 | Jul 29, 2026 |
| LEIGH BALDWIN & CO., LLC | History | New | 2,640 | 236 | 0.13% | — | 560 | +2,640 | New | Q2 2026 | Aug 13, 2026 |
| Paragon Capital Management Ltd | History | New | 2,631 | 235 | 0.04% | — | 561 | +2,631 | New | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,619 | 234 | 0.0% | — | 562 | +2,619 | New | Q2 2026 | Aug 03, 2026 |
| SYM FINANCIAL Corp | History | New | 2,606 | 232 | 0.02% | — | 563 | +2,606 | New | Q2 2026 | Aug 04, 2026 |
| Syverson Strege & Co | History | New | 2,588 | 231 | 0.05% | — | 565 | +2,588 | New | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,590 | 231 | 0.0% | 0.0% | 564 | +10 | 0.39% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 2,554 | 228 | 0.02% | 0.06% | 567 | -6,523 | -71.86% | Q2 2026 | Jul 22, 2026 |
| Carl P. Sherr & Co., LLC | History | New | 2,560 | 228 | 0.1% | — | 568 | +2,560 | New | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | New | 2,554 | 228 | 0.01% | — | 569 | +2,554 | New | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,559 | 228 | 0.02% | 0.02% | 566 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MGO ONE SEVEN LLC | History | New | 2,549 | 227 | 0.0% | — | 570 | +2,549 | New | Q2 2026 | Jul 31, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 2,546 | 227 | 0.01% | — | 571 | +2,546 | New | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,545 | 227 | 0.01% | — | 572 | +2,545 | New | Q2 2026 | Aug 13, 2026 |
| ARGA Investment Management, LP | History | New | 2,506 | 224 | 0.01% | — | 573 | +2,506 | New | Q2 2026 | Jul 31, 2026 |
| Beaton Management Co. Inc. | History | New | 2,500 | 224 | 0.09% | — | 574 | +2,500 | New | Q2 2026 | Aug 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 2,480 | 221 | 0.01% | 0.01% | 575 | -883 | -26.26% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | New | 2,458 | 219 | 0.01% | — | 576 | +2,458 | New | Q2 2026 | Jul 20, 2026 |
| StoneX Group Inc. | History | New | 2,510 | 217 | 0.01% | — | 578 | +2,510 | New | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,428 | 217 | 0.0% | 0.0% | 577 | +380 | 18.55% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 2,444 | 216 | 0.01% | — | 579 | +2,444 | New | Q2 2026 | Jul 15, 2026 |
| Walker Asset Management, LLC | History | New | 2,407 | 215 | 0.11% | — | 580 | +2,407 | New | Q2 2026 | Jul 10, 2026 |
| Able Wealth Management LLC | History | New | 2,395 | 214 | 0.05% | — | 581 | +2,395 | New | Q2 2026 | Jul 29, 2026 |
| Axxion S.A. | History | New | 2,391 | 213 | 0.02% | — | 582 | +2,391 | New | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | New | 2,373 | 212 | 0.0% | — | 583 | +2,373 | New | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,341 | 209 | 0.0% | — | 585 | +2,341 | New | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | No change | 2,340 | 209 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Composition Wealth, LLC | History | New | 2,325 | 207 | 0.0% | — | 587 | +2,325 | New | Q2 2026 | Jul 22, 2026 |
| Rafferty Asset Management, LLC | History | New | 2,316 | 207 | 0.0% | — | 586 | +2,316 | New | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | New | 2,284 | 204 | 0.02% | — | 588 | +2,284 | New | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | New | 2,281 | 203 | 0.04% | — | 590 | +2,281 | New | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | New | 2,272 | 203 | 0.0% | — | 589 | +2,272 | New | Q2 2026 | Jul 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 2,264 | 202 | 0.01% | — | 591 | +2,264 | New | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 2,251 | 201 | 0.0% | — | 592 | +2,251 | New | Q2 2026 | Aug 11, 2026 |
| Ponta Wealth Partners, LLC | History | New | 2,249 | 201 | 0.11% | — | 593 | +2,249 | New | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | New | 2,239 | 200 | 0.01% | — | 595 | +2,239 | New | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 2,238 | 200 | 0.0% | — | 594 | +2,238 | New | Q2 2026 | Aug 04, 2026 |
| Curat Global, LLC | History | No change | 2,195 | 196 | 0.16% | 0.16% | 596 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,092 | 187 | 0.0% | 0.09% | 597 | -35,964 | -94.5% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | New | 1,993 | 178 | 0.01% | — | 598 | +1,993 | New | Q2 2026 | Aug 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,904 | 170 | 0.04% | 0.04% | 599 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,900 | 169 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,741 | 155 | 0.0% | 0.01% | 601 | -1,616 | -48.14% | Q2 2026 | Jul 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,505 | 134 | 0.08% | 0.07% | 603 | +20 | 1.35% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 1,500 | 134 | 0.07% | 0.07% | 602 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CVA Family Office, LLC | History | Added to | 1,430 | 127 | 0.01% | 0.01% | 604 | +51 | 3.7% | Q2 2026 | Aug 07, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 1,381 | 123 | 0.04% | 0.04% | 605 | -33 | -2.33% | Q2 2026 | Jul 29, 2026 |
| WPG Advisers, LLC | History | Added to | 1,301 | 116 | 0.07% | 0.06% | 606 | +145 | 12.54% | Q2 2026 | Aug 05, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,287 | 115 | 0.01% | 0.01% | 607 | +109 | 9.25% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,280 | 114 | 0.0% | 0.0% | 609 | -715 | -35.84% | Q2 2026 | Jul 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,277 | 114 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,255 | 112 | 0.02% | 0.02% | 610 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,172 | 104 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 1,130 | 101 | 0.0% | 0.0% | 612 | -1,850 | -62.08% | Q2 2026 | Aug 13, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 1,130 | 101 | 0.05% | 0.04% | 614 | +275 | 32.16% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO | History | No change | 1,135 | 101 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 1,084 | 96 | 0.02% | — | 615 | +1,084 | New | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,065 | 95 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,050 | 93 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,025 | 91 | 0.01% | 0.01% | 618 | -2 | -0.19% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,001 | 89 | 0.0% | 0.0% | 620 | -12 | -1.18% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 89 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Added to | 970 | 86 | 0.02% | 0.01% | 621 | +376 | 63.3% | Q2 2026 | Jul 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 953 | 85 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 938 | 83 | 0.0% | 0.0% | 623 | -35 | -3.6% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 926 | 82 | 0.0% | 0.0% | 624 | -31 | -3.24% | Q2 2026 | Jul 22, 2026 |
| Institute for Wealth Management, LLC. | History | New | 914 | 81 | 0.01% | — | 625 | +914 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 837 | 74 | 0.0% | 0.0% | 626 | +2 | 0.24% | Q2 2026 | Aug 06, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 816 | 72 | 0.01% | 0.01% | 628 | -116 | -12.45% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 809 | 72 | 0.0% | 0.0% | 627 | +34 | 4.39% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 789 | 70 | 0.01% | 0.01% | 629 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essential Partners LLC | History | Added to | 782 | 69 | 0.03% | 0.01% | 631 | +462 | 144.38% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 782 | 69 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 750 | 68 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 713 | 63 | 0.01% | 0.01% | 634 | -3 | -0.42% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 705 | 63 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,780 | 60 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 671 | 59 | 0.01% | 0.01% | 636 | +41 | 6.51% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | Added to | 649 | 58 | 0.0% | 0.01% | 637 | +19 | 3.02% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 620 | 55 | 0.03% | 0.03% | 638 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 614 | 54 | 0.02% | 0.02% | 639 | -19 | -3.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 553 | 49 | 0.0% | 0.17% | 640 | -67,305 | -99.19% | Q2 2026 | Jul 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 570 | 48 | 0.01% | 0.0% | 641 | +500 | 714.29% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 521 | 46 | 0.0% | — | 643 | +521 | New | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 524 | 46 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 500 | 44 | 0.03% | 0.03% | 644 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 459 | 41 | 0.03% | 0.03% | 645 | -112 | -19.61% | Q2 2026 | Jul 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 445 | 39 | 0.01% | 0.01% | 646 | +30 | 7.23% | Q2 2026 | Jul 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 433 | 38 | 0.0% | 0.0% | 648 | -489 | -53.04% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 430 | 38 | 0.0% | 0.0% | 647 | +1 | 0.23% | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 427 | 38 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 418 | 37 | 0.03% | 0.02% | 650 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 396 | 35 | 0.01% | 0.01% | 651 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 400 | 35 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 463 | 33 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WealthCollab, LLC | History | No change | 370 | 33 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | Added to | 362 | 32 | 0.01% | 0.01% | 656 | +8 | 2.26% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | Added to | 362 | 32 | 0.0% | 0.0% | 655 | +4 | 1.12% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 326 | 29 | 0.02% | 0.03% | 657 | -280 | -46.2% | Q2 2026 | Aug 07, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 317 | 28 | 0.02% | 0.02% | 658 | +2 | 0.63% | Q2 2026 | Jul 31, 2026 |
| Regatta Research & Money Management | History | New | 300 | 26 | 0.02% | — | 662 | +300 | New | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 298 | 26 | 0.0% | 0.0% | 659 | +75 | 33.63% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 292 | 26 | 0.0% | 0.0% | 660 | +9 | 3.18% | Q2 2026 | Jul 10, 2026 |
| Founders Capital Management | History | No change | 300 | 26 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 279 | 24 | 0.03% | 0.01% | 663 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 255 | 22 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 250 | 22 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 256 | 22 | 0.01% | 0.0% | 666 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 237 | 21 | 0.01% | 0.01% | 669 | +2 | 0.85% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 244 | 21 | 0.0% | 0.0% | 667 | +1 | 0.41% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 241 | 21 | 0.01% | 0.01% | 668 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Added to | 223 | 20 | 0.0% | 0.0% | 670 | +60 | 36.81% | Q2 2026 | Jul 01, 2026 |
| Sachetta, LLC | History | Added to | 233 | 20 | 0.01% | 0.01% | 672 | +38 | 19.49% | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 224 | 20 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Portfolio Services LLC | History | Added to | 215 | 19 | 0.01% | 0.01% | 673 | +1 | 0.47% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 193 | 17 | 0.0% | 0.0% | 675 | +12 | 6.63% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 200 | 17 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 179 | 16 | 0.0% | 0.0% | 676 | -143 | -44.41% | Q2 2026 | Jul 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 179 | 16 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 182 | 16 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 174 | 15 | 0.0% | — | 681 | +174 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 176 | 15 | 0.0% | 0.0% | 680 | +105 | 147.89% | Q2 2026 | Jul 07, 2026 |
| Grove Bank & Trust | History | No change | 171 | 15 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 166 | 14 | 0.0% | 0.0% | 682 | +48 | 40.68% | Q2 2026 | Aug 11, 2026 |
| Kozak & Associates, Inc. | History | Added to | 143 | 13 | 0.0% | 0.0% | 684 | +1 | 0.7% | Q2 2026 | Jul 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 154 | 13 | 0.0% | 0.0% | 683 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Newton One Investments LLC | History | No change | 139 | 12 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 130 | 11 | 0.0% | 0.0% | 686 | -10 | -7.14% | Q2 2026 | Jul 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 112 | 10 | 0.0% | 0.0% | 688 | +45 | 67.16% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | Added to | 122 | 10 | 0.0% | 0.0% | 689 | +14 | 12.96% | Q2 2026 | Jul 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 122 | 10 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 121 | 10 | 0.01% | 0.01% | 690 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Financial Planning Group LLC | History | No change | 112 | 10 | 0.01% | 0.0% | 691 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 102 | 9 | 0.0% | 0.0% | 693 | +32 | 45.71% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 100 | 8 | 0.0% | — | 696 | +100 | New | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 93 | 8 | 0.0% | 0.0% | 695 | +8 | 9.41% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 8 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | History | New | 8,000 | 7 | 0.0% | — | 701 | +8,000 | New | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 86 | 7 | 0.0% | — | 702 | +86 | New | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 83 | 7 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 77 | 7 | 0.0% | 0.0% | 698 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 8,000 | 7 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | No change | 86 | 7 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | Reduced | 67 | 6 | 0.0% | 0.03% | 703 | -1,528 | -95.8% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | New | 75 | 6 | 0.0% | — | 705 | +75 | New | Q2 2026 | Jul 17, 2026 |
| Raiffeisen Bank International AG | History | No change | 78 | 6 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kemnay Advisory Services Inc. | History | New | 64 | 5 | 0.0% | — | 712 | +64 | New | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 61 | 5 | 0.0% | — | 713 | +61 | New | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 65 | 5 | 0.0% | 0.0% | 710 | -38 | -36.89% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 58 | 5 | 0.0% | 0.0% | 706 | +20 | 52.63% | Q2 2026 | Aug 10, 2026 |
| High Note Wealth, LLC | History | Added to | 58 | 5 | 0.0% | 0.0% | 707 | +18 | 45.0% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 65 | 5 | 0.0% | 0.0% | 711 | +10 | 18.18% | Q2 2026 | Jul 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Co / SC | History | No change | 59 | 5 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | New | 53 | 4 | 0.0% | — | 718 | +53 | New | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 55 | 4 | 0.0% | 0.0% | 717 | +23 | 71.88% | Q2 2026 | Aug 11, 2026 |
| Cromwell Holdings LLC | History | Added to | 46 | 4 | 0.0% | 0.0% | 714 | +14 | 43.75% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 53 | 4 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 47 | 4 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Persistent Asset Partners Ltd | History | New | 42 | 3 | 0.0% | — | 727 | +42 | New | Q2 2026 | Aug 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 39 | 3 | 0.0% | — | 726 | +39 | New | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 37 | 3 | 0.0% | — | 723 | +28 | 311.11% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | Added to | 36 | 3 | 0.0% | 0.0% | 719 | +12 | 50.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 38 | 3 | 0.0% | 0.0% | 720 | +8 | 26.67% | Q2 2026 | Jul 28, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 724 | +6 | 17.65% | Q2 2026 | Jul 07, 2026 |
| Spire Wealth Management | History | No change | 39 | 3 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MidFirst Bank | History | No change | 40 | 3 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 26 | 2 | 0.0% | 0.02% | 734 | -7,950 | -99.67% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | New | 25 | 2 | 0.0% | — | 740 | +25 | New | Q2 2026 | Jul 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 25 | 2 | 0.0% | — | 741 | +25 | New | Q2 2026 | Aug 10, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 25 | 2 | 0.0% | — | 736 | +12 | 92.31% | Q2 2026 | Aug 04, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 29 | 2 | 0.0% | 0.0% | 735 | +2 | 7.41% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 27 | 2 | 0.0% | 0.0% | 738 | +2 | 8.0% | Q2 2026 | Jul 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 32 | 2 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 30 | 2 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clean Yield Group | History | No change | 26 | 2 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 29 | 2 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Torren Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 17 | 1 | 0.0% | 0.0% | 746 | -40 | -70.18% | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 15 | 1 | 0.0% | — | 752 | +15 | New | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 14 | 1 | 0.0% | — | 751 | +14 | New | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | Added to | 19 | 1 | 0.0% | — | 745 | +6 | 46.15% | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | Added to | 16 | 1 | 0.0% | — | 749 | +6 | 60.0% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | No change | 19 | 1 | 0.0% | 0.0% | 742 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.68% | — | -458,940 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -124,604 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Closed out | 0 | 0 | — | 0.24% | — | -89,500 | -100.0% | Q2 2026 | Jul 16, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -77,928 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -28,146 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -26,346 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kentucky Retirement Systems | History | Closed out | 0 | 0 | — | 0.06% | — | -21,562 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Governors Lane LP | History | Closed out | 0 | 0 | — | 0.09% | — | -20,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Neumann Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -16,041 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.13% | — | -15,922 | -100.0% | Q2 2026 | Aug 13, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.52% | — | -14,521 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,159 | -100.0% | Q2 2026 | Aug 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Closed out | 0 | 0 | — | 0.17% | — | -9,351 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,043 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,704 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.09% | — | -5,682 | -100.0% | Q2 2026 | Aug 12, 2026 |
| AlphaGrep UK Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -5,585 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,576 | -100.0% | Q2 2026 | Aug 06, 2026 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,120 | -100.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,804 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,507 | -100.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,925 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,925 | -100.0% | Q2 2026 | Jul 31, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -3,567 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,197 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -3,102 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,882 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,265 | -100.0% | Q2 2026 | Jul 29, 2026 |
| PROFFITT & GOODSON INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,154 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Evergreen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -958 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -941 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -688 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -411 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -392 | -100.0% | Q2 2026 | Jul 24, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 8 | 0 | — | 0.01% | — | -275 | -97.17% | Q2 2026 | Aug 10, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.01% | — | -205 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -175 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Magnolia Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q2 2026 | Jul 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Navigoe, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 31, 2026 |
| Downshift Financial, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 12, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q2 2026 | Aug 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Sep 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 21, 2026 |
| Mosley Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 23, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MOTCO | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 17, 2026 |
| Evolution Advisers, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q2 2026 | Jul 27, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q2 2026 | Aug 26, 2026 |
| ROSS\JOHNSON & Associates LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seneschal Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1015 Capital Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |