UNIVERSAL TECHNICAL INSTITUTE INC - UTI
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 | Added to | 7,553,895 | 323,080 | 0.0% | 0.0% | 1 | +3,930,523 | 108.48% | Q2 2026 | Aug 07, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 3,000,595 | 128,335 | 0.79% | 0.56% | 2 | +847,617 | 39.37% | Q2 2026 | Jul 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,582,839 | 110,469 | 0.01% | 0.01% | 3 | +882,553 | 51.91% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 2,499,689 | 106,911 | 0.62% | 0.47% | 4 | +743,138 | 42.31% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,211,159 | 94,571 | 0.0% | 0.0% | 5 | +38,775 | 1.78% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,890,902 | 80,873 | 0.0% | 0.0% | 6 | +854,169 | 82.39% | Q2 2026 | Sep 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,653,529 | 70,722 | 0.12% | 0.12% | 7 | -135,232 | -7.56% | Q2 2026 | Aug 14, 2026 |
| Hood River Capital Management LLC | History | Reduced | 1,558,008 | 66,636 | 0.48% | 0.57% | 8 | -28,180 | -1.78% | Q2 2026 | Aug 14, 2026 |
| Praetorian PR LLC | History | Added to | 1,350,000 | 57,739 | 18.4% | 13.13% | 9 | +350,000 | 35.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,296,581 | 55,454 | 0.36% | 0.47% | 10 | -682,195 | -34.48% | Q2 2026 | Jul 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,287,425 | 55,057 | 0.01% | 0.01% | 11 | -9,564 | -0.74% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,260,541 | 53,913 | 0.02% | 0.03% | 12 | -175,976 | -12.25% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,239,433 | 53,021 | 0.0% | 0.0% | 13 | +69,941 | 5.98% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,198,144 | 51,244 | 0.41% | 0.37% | 14 | +167,562 | 16.26% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 1,181,460 | 50,531 | 1.1% | 0.93% | 15 | -110,665 | -8.56% | Q2 2026 | Jul 24, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 1,130,000 | 48,330 | 1.45% | 1.9% | 16 | +100,000 | 9.71% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,096,078 | 46,879 | 2.32% | 2.24% | 17 | +19,212 | 1.78% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 1,075,771 | 46,010 | 0.12% | 0.09% | 18 | +169,513 | 18.7% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Added to | 1,041,404 | 44,540 | 0.46% | 0.12% | 19 | +762,181 | 272.96% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 984,015 | 42,086 | 0.12% | 0.16% | 20 | -389,886 | -28.38% | Q2 2026 | Aug 14, 2026 |
| Coliseum Capital Management, LLC | History | Reduced | 971,440 | 41,548 | 3.57% | 11.75% | 21 | -3,000,000 | -75.54% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 956,449 | 40,907 | 0.0% | 0.0% | 22 | +420,438 | 78.44% | Q2 2026 | Aug 13, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 949,379 | 40,604 | 2.15% | 2.5% | 23 | -5,723 | -0.6% | Q2 2026 | Aug 14, 2026 |
| Shannon River Fund Management LLC | History | New | 890,113 | 38,070 | 3.4% | — | 24 | +890,113 | New | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 820,741 | 35,103 | 0.04% | 0.07% | 25 | -623,586 | -43.17% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 797,071 | 34,090 | 0.0% | 0.0% | 26 | +254,159 | 46.81% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Reduced | 740,409 | 31,667 | 0.01% | 0.01% | 27 | -387,777 | -34.37% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 722,511 | 30,901 | 0.01% | 0.01% | 28 | +264,831 | 57.86% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 606,126 | 25,923 | 0.02% | 0.02% | 29 | +3,782 | 0.63% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 582,200 | 24,900 | 0.0% | 0.0% | 30 | +44,100 | 8.2% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 582,108 | 24,896 | 0.0% | 0.01% | 31 | -269,034 | -31.61% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 579,788 | 24,797 | 0.03% | 0.03% | 32 | -15,605 | -2.62% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 570,235 | 24,388 | 0.04% | 0.03% | 33 | +98,100 | 20.78% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 568,137 | 24,299 | 0.0% | 0.0% | 34 | +34,226 | 6.41% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 564,159 | 24,129 | 0.0% | 0.0% | 35 | +46,509 | 8.98% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 507,700 | 21,714 | 0.02% | 0.02% | 36 | -59,161 | -10.44% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 503,381 | 21,529 | 0.03% | 0.03% | 37 | +99,186 | 24.54% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 496,239 | 21,224 | 0.0% | 0.0% | 38 | +88,083 | 21.58% | Q2 2026 | Aug 13, 2026 |
| AWM Investment Company, Inc. | History | No change | 489,098 | 20,918 | 1.82% | 1.95% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 476,030 | 20,359 | 0.03% | 0.04% | 40 | -181,000 | -27.55% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 475,840 | 20,351 | 0.85% | 0.84% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 475,137 | 20,322 | 0.0% | 0.0% | 42 | -67,404 | -12.42% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 465,747 | 19,919 | 0.0% | 0.0% | 43 | +55,199 | 13.45% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 358,789 | 15,345 | 0.0% | 0.0% | 44 | +11,068 | 3.18% | Q2 2026 | Aug 13, 2026 |
| Pillsbury Lake Capital LLC | History | Added to | 321,556 | 13,752 | 3.75% | 3.59% | 45 | +101,654 | 46.23% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 318,968 | 13,642 | 0.0% | 0.0% | 46 | +64,382 | 25.29% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | New | 314,959 | 13,470 | 0.02% | — | 47 | +314,959 | New | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 300,000 | 12,831 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 291,655 | 12,474 | 0.22% | 0.23% | 49 | -15,524 | -5.05% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 283,722 | 12,134 | 0.0% | 0.0% | 50 | +137,584 | 94.15% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 280,365 | 11,991 | 0.0% | 0.0% | 51 | +76,979 | 37.85% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | New | 261,263 | 11,174 | 0.02% | — | 52 | +261,263 | New | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 260,856 | 11,156 | 0.0% | 0.0% | 53 | +71,605 | 37.84% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 247,418 | 10,582 | 0.01% | — | 54 | +247,418 | New | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 245,999 | 10,521 | 0.0% | 0.0% | 55 | -139,359 | -36.16% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 243,382 | 10,409 | 0.01% | 0.0% | 56 | +121,334 | 99.41% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 241,141 | 10,313 | 0.01% | 0.01% | 57 | -2,349 | -0.96% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 228,431 | 9,769 | 0.01% | 0.01% | 58 | +69,977 | 44.16% | Q2 2026 | Aug 06, 2026 |
| Uniplan Investment Counsel, Inc. | History | Added to | 219,103 | 9,371 | 0.88% | 0.7% | 59 | +30,712 | 16.3% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | Reduced | 199,000 | 8,511 | 0.25% | 1.63% | 60 | -1,000 | -0.5% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 195,500 | 8,361 | 0.08% | 0.07% | 61 | -9,700 | -4.73% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 176,831 | 7,563 | 0.01% | 0.0% | 62 | +37,149 | 26.6% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 174,070 | 7,444 | 0.02% | — | 63 | +174,070 | New | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 163,870 | 7,008 | 0.05% | 0.05% | 64 | -16,467 | -9.13% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 162,500 | 6,950 | 0.0% | 0.0% | 65 | -55,391 | -25.42% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 145,598 | 6,227 | 0.0% | 0.0% | 66 | +30,591 | 26.6% | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 141,544 | 6,053 | 2.97% | 2.82% | 67 | -1,581 | -1.1% | Q2 2026 | Jul 13, 2026 |
| Pembroke Management, LTD | History | Reduced | 137,993 | 5,901 | 0.93% | 0.85% | 68 | -24,860 | -15.27% | Q2 2026 | Jul 22, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 136,531 | 5,839 | 0.59% | 0.55% | 69 | -7,525 | -5.22% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 133,850 | 5,724 | 0.0% | 0.0% | 70 | +66,013 | 97.31% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 127,263 | 5,443 | 0.04% | 0.01% | 71 | +105,972 | 497.73% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 123,915 | 5,299 | 0.0% | 0.0% | 72 | +72,646 | 141.7% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 123,017 | 5,261 | 0.38% | 0.29% | 73 | +16,803 | 15.82% | Q2 2026 | Aug 14, 2026 |
| Resolute Capital Asset Partners LLC | History | Added to | 121,297 | 5,187 | 2.22% | 1.35% | 74 | +50,000 | 70.13% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 118,198 | 5,055 | 0.0% | 0.0% | 75 | +59,077 | 99.93% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 117,823 | 5,039 | 0.0% | 0.0% | 76 | +59,311 | 101.37% | Q2 2026 | Aug 11, 2026 |
| Informed Momentum Co LLC | History | Reduced | 108,874 | 4,656 | 0.41% | 0.46% | 77 | -1,720 | -1.56% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 106,104 | 4,538 | 0.0% | 0.0% | 78 | +37,281 | 54.17% | Q2 2026 | Aug 07, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 100,696 | 4,306 | 0.01% | 0.02% | 79 | -1,708 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 99,400 | 4,251 | 0.0% | 0.0% | 80 | -7,900 | -7.36% | Q2 2026 | Aug 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 97,483 | 4,169 | 0.4% | 0.37% | 81 | +272 | 0.28% | Q2 2026 | Jul 20, 2026 |
| GENDELL JEFFREY L | History | No change | 91,585 | 3,917 | 0.03% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 90,000 | 3,849 | 0.02% | 0.03% | 83 | -45,000 | -33.33% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 87,677 | 3,749 | 0.0% | 0.0% | 84 | +7,911 | 9.92% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 87,169 | 3,728 | 0.01% | 0.01% | 85 | -33,082 | -27.51% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 85,421 | 3,653 | 0.0% | 0.0% | 86 | -14,555 | -14.56% | Q2 2026 | Aug 13, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | No change | 85,000 | 3,635 | 1.05% | 0.46% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 84,122 | 3,598 | 0.25% | 0.25% | 88 | -535 | -0.63% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | Added to | 84,043 | 3,595 | 0.0% | 0.0% | 89 | +3,166 | 3.91% | Q2 2026 | Aug 07, 2026 |
| PEAK6 LLC | History | Reduced | 79,400 | 3,395 | 0.01% | 0.01% | 90 | -48,700 | -38.02% | Q2 2026 | Aug 12, 2026 |
| Park West Asset Management LLC | History | Reduced | 78,565 | 3,360 | 0.23% | 0.64% | 91 | -131,550 | -62.61% | Q2 2026 | Aug 14, 2026 |
| MYDA Advisors LLC | History | Added to | 75,000 | 3,207 | 0.48% | 0.3% | 92 | +25,000 | 50.0% | Q2 2026 | Aug 13, 2026 |
| Manatuck Hill Partners, LLC | History | Reduced | 65,800 | 2,814 | 0.93% | 2.09% | 93 | -149,000 | -69.37% | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 63,330 | 2,708 | 0.35% | 0.32% | 94 | +1,701 | 2.76% | Q2 2026 | Jul 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 60,203 | 2,574 | 0.02% | 0.0% | 95 | +49,507 | 462.86% | Q2 2026 | Aug 10, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 60,000 | 2,566 | 0.13% | — | 97 | +60,000 | New | Q2 2026 | Aug 12, 2026 |
| SMA Capital LLC | History | Reduced | 60,000 | 2,566 | 1.08% | 1.17% | 96 | -15,048 | -20.05% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 57,600 | 2,463 | 0.02% | 0.01% | 98 | +40,770 | 242.25% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,662 | 2,423 | 0.0% | 0.0% | 99 | -10,577 | -15.73% | Q2 2026 | Aug 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 56,472 | 2,415 | 0.0% | 0.0% | 100 | -3,541 | -5.9% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 65,592 | 2,367 | 0.0% | 0.0% | 101 | +19,847 | 43.39% | Q2 2026 | Aug 14, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 54,068 | 2,312 | 0.73% | 0.72% | 102 | -12,600 | -18.9% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,715 | 2,254 | 0.0% | 0.0% | 103 | +4,222 | 8.71% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 51,940 | 2,221 | 0.0% | 0.0% | 104 | +44,485 | 596.71% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 51,853 | 2,217 | 0.0% | 0.0% | 105 | +8,581 | 19.83% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 51,442 | 2,200 | 0.01% | 0.01% | 106 | +3,562 | 7.44% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,177 | 2,146 | 0.0% | 0.0% | 107 | +4,198 | 9.13% | Q2 2026 | Aug 13, 2026 |
| Lisanti Capital Growth, LLC | History | Reduced | 46,715 | 1,998 | 0.44% | 0.75% | 108 | -35,425 | -43.13% | Q2 2026 | Aug 10, 2026 |
| Moran Wealth Management, LLC | History | Added to | 46,613 | 1,993 | 0.05% | 0.04% | 109 | +6,859 | 17.25% | Q2 2026 | Aug 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 42,845 | 1,832 | 0.0% | 0.0% | 110 | +35,821 | 509.98% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 40,082 | 1,714 | 0.01% | — | 111 | +40,082 | New | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 38,348 | 1,640 | 0.02% | 0.01% | 112 | +7,188 | 23.07% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 36,704 | 1,569 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 35,172 | 1,504 | 0.05% | — | 114 | +35,172 | New | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 31,731 | 1,357 | 0.01% | 0.01% | 115 | -7,754 | -19.64% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 30,824 | 1,318 | 0.0% | 0.0% | 116 | -281 | -0.9% | Q2 2026 | Aug 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 30,056 | 1,285 | 0.0% | 0.0% | 117 | +7,910 | 35.72% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 29,257 | 1,251 | 0.02% | 0.02% | 118 | -707 | -2.36% | Q2 2026 | Jul 10, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 28,794 | 1,231 | 0.0% | — | 119 | +28,794 | New | Q2 2026 | Aug 04, 2026 |
| Dauntless Investment Group, LLC | History | Added to | 27,990 | 1,197 | 0.94% | 0.35% | 121 | +13,409 | 91.96% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 27,996 | 1,197 | 0.01% | 0.0% | 120 | +2,348 | 9.15% | Q2 2026 | Aug 13, 2026 |
| Gibbs Wealth Management | History | No change | 32,881 | 1,187 | 0.16% | 0.16% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 27,100 | 1,159 | 0.0% | — | 123 | +27,100 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 26,861 | 1,148 | 0.0% | 0.0% | 124 | +3,737 | 16.16% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 26,742 | 1,143 | 0.0% | 0.0% | 125 | +2,293 | 9.38% | Q2 2026 | Sep 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 26,560 | 1,135 | 0.0% | 0.0% | 126 | +2,802 | 11.79% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 26,418 | 1,129 | 0.0% | 0.0% | 127 | -460 | -1.71% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 25,399 | 1,086 | 0.0% | — | 128 | +25,399 | New | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 25,164 | 1,076 | 0.01% | — | 129 | +25,164 | New | Q2 2026 | Aug 12, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 24,946 | 1,066 | 0.51% | 0.49% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 24,700 | 1,056 | 0.0% | 0.0% | 131 | +23,300 | 1664.29% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Added to | 24,519 | 1,048 | 0.0% | 0.0% | 132 | +19,963 | 438.17% | Q2 2026 | Aug 03, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 24,421 | 1,044 | 0.32% | 0.32% | 133 | -960 | -3.78% | Q2 2026 | Aug 06, 2026 |
| Register Financial Advisors LLC | History | Reduced | 24,250 | 1,037 | 0.32% | 0.34% | 134 | -1,475 | -5.73% | Q2 2026 | Jul 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 24,155 | 1,033 | 0.01% | 0.01% | 135 | -11,089 | -31.46% | Q2 2026 | Aug 11, 2026 |
| Legato Capital Management LLC | History | Reduced | 23,670 | 1,012 | 0.08% | 0.1% | 136 | -6,305 | -21.03% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Reduced | 23,498 | 1,005 | 0.01% | 0.03% | 137 | -25,411 | -51.96% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,213 | 959 | 0.0% | 0.0% | 138 | +2,705 | 13.19% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | New | 22,200 | 949 | 0.01% | — | 139 | +22,200 | New | Q2 2026 | Jul 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,399 | 917 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Round Rock Advisors LLC | History | No change | 21,346 | 912 | 0.12% | 0.12% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concentric Capital Strategies, LP | History | Reduced | 19,678 | 841 | 0.05% | 0.11% | 142 | -15,033 | -43.31% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,519 | 834 | 0.01% | 0.0% | 143 | +16,682 | 588.02% | Q2 2026 | Jul 20, 2026 |
| PDT Partners, LLC | History | Reduced | 19,406 | 829 | 0.04% | 0.08% | 144 | -18,549 | -48.87% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 19,240 | 822 | 0.0% | 0.0% | 145 | -896 | -4.45% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 19,085 | 816 | 0.0% | 0.0% | 146 | +2,932 | 18.15% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 18,199 | 778 | 0.0% | — | 147 | +18,199 | New | Q2 2026 | Aug 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 17,774 | 760 | 0.09% | 0.08% | 148 | +1,055 | 6.31% | Q2 2026 | Jul 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,021 | 728 | 0.0% | 0.0% | 149 | +9,686 | 132.05% | Q2 2026 | Aug 06, 2026 |
| Kopp Family Office, LLC | History | New | 16,992 | 726 | 0.44% | — | 150 | +16,992 | New | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 16,972 | 725 | 0.03% | 0.05% | 151 | -10,638 | -38.53% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 15,832 | 677 | 0.03% | 0.04% | 152 | +1,395 | 9.66% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 15,370 | 657 | 0.0% | 0.0% | 153 | -2,567 | -14.31% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 15,355 | 656 | 0.0% | 0.0% | 154 | +2,033 | 15.26% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 15,000 | 641 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,593 | 624 | 0.01% | 0.02% | 156 | -11,546 | -44.17% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,522 | 621 | 0.0% | 0.0% | 157 | -141 | -0.96% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | New | 14,317 | 612 | 0.0% | — | 158 | +14,317 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 14,169 | 606 | 0.0% | 0.0% | 159 | +1,138 | 8.73% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,922 | 595 | 0.0% | 0.0% | 160 | +2,391 | 20.74% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,718 | 586 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 13,664 | 584 | 0.0% | 0.0% | 162 | -1,289 | -8.62% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 13,607 | 581 | 0.01% | — | 164 | +13,607 | New | Q2 2026 | Jul 16, 2026 |
| NATIXIS | History | New | 13,600 | 581 | 0.0% | — | 163 | +13,600 | New | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | New | 13,535 | 579 | 0.0% | — | 165 | +13,535 | New | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,967 | 554 | 0.0% | 0.0% | 166 | +6 | 0.05% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Added to | 12,805 | 547 | 0.01% | 0.0% | 167 | +901 | 7.57% | Q2 2026 | Jul 28, 2026 |
| GABELLI FUNDS LLC | History | No change | 12,700 | 543 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Added to | 12,358 | 528 | 0.0% | 0.0% | 169 | +6,794 | 122.11% | Q2 2026 | Aug 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 12,308 | 526 | 0.01% | — | 171 | +12,308 | New | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 12,308 | 526 | 0.03% | — | 172 | +12,308 | New | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,300 | 526 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 12,012 | 513 | 0.0% | — | 173 | +12,012 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Reduced | 11,924 | 509 | 0.0% | 0.0% | 174 | -3,946 | -24.86% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 11,804 | 504 | 0.0% | 0.0% | 175 | +428 | 3.76% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | Added to | 11,787 | 504 | 0.01% | 0.01% | 176 | +208 | 1.8% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 11,500 | 491 | 0.01% | — | 177 | +11,500 | New | Q2 2026 | Jul 28, 2026 |
| KR Capital LP | History | New | 11,081 | 473 | 0.05% | — | 178 | +11,081 | New | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | New | 10,841 | 463 | 0.0% | — | 179 | +10,841 | New | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,785 | 461 | 0.0% | 0.0% | 180 | +929 | 9.43% | Q2 2026 | Aug 05, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 10,313 | 441 | 0.2% | 0.41% | 181 | -10,869 | -51.31% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,325 | 441 | 0.0% | — | 182 | +10,325 | New | Q2 2026 | Aug 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 10,000 | 427 | 0.06% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,899 | 423 | 0.0% | 0.0% | 184 | +168 | 1.73% | Q2 2026 | Jul 28, 2026 |
| Neo Ivy Capital Management | History | Added to | 9,732 | 416 | 0.1% | 0.02% | 185 | +7,619 | 360.58% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 9,566 | 409 | 0.04% | 0.04% | 186 | -1,001 | -9.47% | Q2 2026 | Jul 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,390 | 401 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 9,220 | 394 | 0.0% | 0.0% | 188 | +1,012 | 12.33% | Q2 2026 | Aug 12, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 9,091 | 388 | 0.02% | 0.02% | 189 | -584 | -6.04% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 8,958 | 383 | 0.01% | 0.01% | 190 | -4,092 | -31.36% | Q2 2026 | Aug 12, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 8,709 | 372 | 0.01% | 0.42% | 191 | -233,684 | -96.41% | Q2 2026 | Aug 14, 2026 |
| Teton Advisors, LLC | History | No change | 8,700 | 372 | 0.22% | 0.22% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | Added to | 8,659 | 370 | 0.0% | 0.0% | 193 | +75 | 0.87% | Q2 2026 | Aug 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 8,450 | 361 | 0.22% | 0.26% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,437 | 360 | 0.0% | 0.0% | 195 | +1,705 | 25.33% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,438 | 350 | 0.0% | 0.0% | 196 | +722 | 9.36% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | New | 7,429 | 317 | 0.01% | — | 197 | +7,429 | New | Q2 2026 | Jul 30, 2026 |
| Premier Fund Managers Ltd | History | No change | 7,574 | 313 | 0.03% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORDEN GROUP LLC | History | Added to | 7,277 | 311 | 0.03% | 0.02% | 199 | +124 | 1.73% | Q2 2026 | Jul 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 7,180 | 307 | 0.02% | 0.02% | 200 | -147 | -2.01% | Q2 2026 | Jul 29, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,180 | 307 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,901 | 295 | 0.0% | 0.0% | 202 | +21 | 0.31% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | Added to | 6,877 | 294 | 0.0% | 0.0% | 203 | +31 | 0.45% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 5,887 | 286 | 0.01% | 0.01% | 204 | +22 | 0.38% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,369 | 272 | 0.0% | 0.0% | 205 | -4,735 | -42.64% | Q2 2026 | Aug 14, 2026 |
| RiverPark Advisors, LLC | History | Added to | 6,317 | 270 | 0.12% | 0.08% | 206 | +439 | 7.47% | Q2 2026 | Jul 24, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 5,939 | 254 | 0.04% | 0.03% | 207 | +316 | 5.62% | Q2 2026 | Jul 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 5,801 | 248 | 0.0% | — | 208 | +5,801 | New | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,500 | 235 | 0.0% | — | 209 | +5,500 | New | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,303 | 226 | 0.0% | — | 210 | +5,303 | New | Q2 2026 | Jul 15, 2026 |
| Neuberger Berman Group LLC | History | New | 5,132 | 219 | 0.0% | — | 211 | +5,132 | New | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 5,074 | 217 | 0.0% | 0.0% | 212 | -1,401 | -21.64% | Q2 2026 | Aug 10, 2026 |
| Potomac Capital Management, Inc. | History | New | 5,000 | 213 | 0.15% | — | 213 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | New | 4,736 | 202 | 0.0% | — | 214 | +4,736 | New | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,694 | 200 | 0.0% | — | 215 | +4,694 | New | Q2 2026 | Aug 19, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,354 | 186 | 0.0% | 0.0% | 216 | +454 | 11.64% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 2,550 | 109 | 0.01% | 0.01% | 217 | +287 | 12.68% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,017 | 101 | 0.0% | 0.0% | 218 | +1,861 | 30.23% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,218 | 94 | 0.0% | 0.0% | 219 | +1,330 | 149.77% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 2,136 | 91 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,500 | 64 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,487 | 63 | 0.0% | 0.0% | 222 | -8 | -0.54% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,382 | 59 | 0.0% | 0.0% | 223 | -2,151 | -60.88% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 1,237 | 53 | 0.0% | — | 224 | +1,237 | New | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | Added to | 1,167 | 49 | 0.0% | 0.0% | 225 | +42 | 3.73% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 834 | 35 | 0.0% | 0.0% | 226 | -285 | -25.47% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | New | 788 | 33 | 0.03% | — | 229 | +788 | New | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 772 | 33 | 0.0% | — | 228 | +772 | New | Q2 2026 | Aug 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 915 | 33 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 668 | 28 | 0.0% | 0.03% | 230 | -3,719 | -84.77% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Added to | 604 | 25 | 0.0% | 0.0% | 231 | +61 | 11.23% | Q2 2026 | Jul 07, 2026 |
| Nykredit A/S | History | New | 584 | 24 | 0.0% | — | 232 | +584 | New | Q2 2026 | Sep 08, 2026 |
| Crewe Advisors LLC | History | Added to | 537 | 22 | 0.0% | 0.0% | 233 | +264 | 96.7% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | New | 442 | 20 | 0.0% | — | 234 | +442 | New | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 412 | 18 | 0.01% | 0.01% | 235 | -10 | -2.37% | Q2 2026 | Aug 07, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 358 | 15 | 0.0% | 0.0% | 237 | +130 | 57.02% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 417 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Added to | 339 | 14 | 0.0% | 0.0% | 239 | +209 | 160.77% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 346 | 14 | 0.0% | 0.0% | 238 | -95 | -21.54% | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | No change | 312 | 13 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 243 | 10 | 0.0% | 0.0% | 242 | -369 | -60.29% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 197 | 8 | 0.0% | 0.0% | 243 | -84 | -29.89% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 168 | 7 | 0.0% | 0.0% | 244 | -139 | -45.28% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 153 | 6 | 0.0% | — | 245 | +153 | New | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | New | 131 | 5 | 0.0% | — | 248 | +131 | New | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 119 | 5 | 0.0% | 0.0% | 247 | +39 | 48.75% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | Added to | 102 | 4 | 0.0% | 0.0% | 249 | +27 | 36.0% | Q2 2026 | Jul 20, 2026 |
| West Financial Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Spire Wealth Management | History | No change | 72 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Colonial Trust Co / SC | History | No change | 82 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 50 | 2 | 0.0% | — | 254 | +50 | New | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 50 | 2 | 0.0% | — | 255 | +50 | New | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 25 | 1 | 0.0% | 1.14% | 258 | -140,800 | -99.98% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27 | 1 | 0.0% | — | 259 | +7 | 35.0% | Q2 2026 | Jul 17, 2026 |
| CENTRAL TRUST Co | History | No change | 27 | 1 | 0.0% | — | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 33 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -333,716 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Westwind Capital | History | Closed out | 0 | 0 | — | 2.54% | — | -292,725 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Pier Capital, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -210,443 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.24% | — | -94,414 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -51,687 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,084 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -42,870 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Darwins River Capital, LP | History | Closed out | 0 | 0 | — | 0.63% | — | -32,591 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,272 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -27,020 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.24% | — | -18,071 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.11% | — | -17,097 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.06% | — | -17,044 | -100.0% | Q2 2026 | Jul 07, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,529 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -13,402 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,049 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,788 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,100 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ANB BANK | History | Closed out | 0 | 0 | — | 0.13% | — | -8,960 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,987 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -402 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -335 | -100.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -275 | -97.52% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Jul 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Jul 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 10, 2026 |
| Davis Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 16, 2026 |