UWM Holdings Corp - UWMC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 30,457,810 | 69,748 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 17,581,973 | 40,262 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,861,844 | 31,743 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 13,750,000 | 31,487 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 13,174,409 | 30,169 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,422,221 | 26,157 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 10,126,852 | 23,190 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,938,842 | 18,179 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,634,328 | 17,482 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 7,062,969 | 16,174 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,725,165 | 15,400 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 6,488,779 | 14,859 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,800,878 | 13,284 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 5,382,453 | 12,325 | 2.43% | 2.43% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,348,788 | 12,251 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 5,019,364 | 11,876 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Owl Creek Asset Management, L.P. | History | No change | 4,911,463 | 11,247 | 0.93% | 0.93% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 4,871,588 | 11,155 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,805,724 | 11,005 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,518,400 | 10,347 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,216,982 | 9,656 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,368,394 | 9,523 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 4,106,460 | 9,403 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLATINUM EQUITY, LLC | History | No change | 2,990,201 | 6,847 | 21.38% | 21.38% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Duquesne Family Office LLC | History | No change | 2,583,000 | 5,915 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANYON CAPITAL ADVISORS LLC | History | No change | 2,531,196 | 5,796 | 0.66% | 0.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,522,552 | 5,775 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 2,341,524 | 5,362 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,316,186 | 5,304 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,085,040 | 4,774 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 2,062,485 | 4,723 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,059,975 | 4,717 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 2,054,332 | 4,704 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,005,793 | 4,593 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,975,353 | 4,523 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 1,774,823 | 4,064 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,582,771 | 3,624 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,514,283 | 3,467 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alight Capital Management LP | History | No change | 1,500,000 | 3,435 | 0.48% | 0.48% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 1,375,522 | 3,149 | 1.2% | 1.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 1,302,258 | 2,982 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,232,215 | 2,821 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,209,829 | 2,770 | 1.27% | 1.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,191,705 | 2,729 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 898,534 | 2,057 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walleye Trading LLC | History | No change | 883,581 | 2,023 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oak Thistle LLC | History | No change | 865,760 | 1,982 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 844,625 | 1,934 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 833,240 | 1,908 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 826,134 | 1,892 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empyrean Capital Partners, LP | History | No change | 815,000 | 1,866 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 714,100 | 1,635 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 690,190 | 1,580 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Carrera Capital Advisors | History | No change | 619,823 | 1,477 | 0.22% | 0.22% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | No change | 643,332 | 1,473 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 624,944 | 1,431 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 623,400 | 1,427 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prana Capital Management, LP | History | No change | 608,556 | 1,393 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 377,292 | 1,365 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 589,425 | 1,349 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brooklands Fund Management Ltd | History | No change | 554,900 | 1,198 | 0.94% | 0.94% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 517,600 | 1,185 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 499,961 | 1,144 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 492,688 | 1,128 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 482,521 | 1,104 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Creative Planning | History | No change | 476,961 | 1,092 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 463,616 | 1,061 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 430,000 | 984 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caprock Group, LLC | History | No change | 403,581 | 965 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cinctive Capital Management LP | History | No change | 413,948 | 947 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 405,442 | 928 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 401,917 | 920 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 392,907 | 899 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 419,437 | 880 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 355,452 | 813 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 329,360 | 754 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 314,424 | 719 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 302,000 | 691 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Jain Global LLC | History | No change | 299,672 | 686 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 296,609 | 679 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WINTON GROUP Ltd | History | No change | 275,000 | 629 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | No change | 274,739 | 629 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mount Lucas Management LP | History | No change | 260,000 | 595 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holocene Advisors, LP | History | No change | 253,252 | 579 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 250,118 | 572 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIG Advisors, LLC | History | No change | 244,572 | 560 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | No change | 908,375 | 559 | 0.19% | 0.19% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centiva Capital, LP | History | No change | 241,418 | 552 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 240,881 | 551 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 228,857 | 524 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 224,943 | 515 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 224,550 | 514 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 217,762 | 498 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DV Trading LLC | History | No change | 210,000 | 480 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 202,453 | 463 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Capital LLC | History | No change | 197,516 | 452 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 175,262 | 401 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 172,038 | 392 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 166,113 | 377 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 160,983 | 368 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 153,392 | 351 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 151,112 | 346 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 150,000 | 343 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 149,337 | 341 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 149,260 | 341 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RHUMBLINE ADVISERS | History | No change | 145,498 | 333 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 143,464 | 328 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 142,420 | 326 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 141,969 | 325 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 139,456 | 319 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 136,748 | 314 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona PSPRS Trust | History | No change | 134,900 | 308 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 130,959 | 299 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 122,527 | 280 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 120,646 | 276 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 120,064 | 274 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 119,100 | 273 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Treasurer of the State of North Carolina | History | No change | 118,144 | 271 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 117,147 | 268 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 110,780 | 253 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 107,312 | 245 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atom Investors LP | History | No change | 107,329 | 245 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 100,000 | 229 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 98,310 | 225 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Prospera Financial Services Inc | History | No change | 97,821 | 224 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 90,753 | 207 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 90,055 | 206 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 88,206 | 201 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | No change | 85,729 | 196 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 85,390 | 195 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 83,566 | 191 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fulcrum Asset Management LLP | History | No change | 90,687 | 190 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 82,866 | 189 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 79,069 | 181 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 76,819 | 175 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 74,725 | 174 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 75,707 | 173 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caption Management, LLC | History | No change | 75,000 | 171 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 74,864 | 171 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 70,400 | 167 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 72,441 | 165 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 71,024 | 162 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shay Capital LLC | History | No change | 67,771 | 155 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 67,155 | 153 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cherokee Insurance Co | History | No change | 66,000 | 151 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascentis Independent Advisors | History | No change | 65,675 | 150 | 0.4% | 0.4% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 59,712 | 136 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 57,660 | 132 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 54,633 | 125 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimist Retirement Group LLC | History | No change | 53,698 | 122 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 50,853 | 116 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sage Investment Counsel LLC | History | No change | 47,000 | 107 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JCSD Capital, LLC | History | No change | 45,000 | 103 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 44,239 | 101 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 42,150 | 96 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 42,300 | 96 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 39,904 | 91 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,243 | 87 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 38,200 | 87 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 40,979 | 86 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 37,787 | 86 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | Added to | 76,926 | 83 | 0.0% | 0.0% | 162 | +56,158 | 270.41% | Q3 2026 | Oct 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 35,813 | 79 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blueshift Asset Management, LLC | History | No change | 33,083 | 75 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 31,274 | 71 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 31,338 | 71 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,800 | 70 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SkyOak Wealth, LLC | History | No change | 30,548 | 69 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quarry LP | History | No change | 30,235 | 69 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 58,159 | 68 | 0.03% | 0.04% | 170 | +21,768 | 59.82% | Q3 2026 | Oct 09, 2026 |
| Pacific Point Advisors, LLC | History | No change | 30,000 | 68 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,735 | 61 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,720 | 61 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CWA Asset Management Group, LLC | History | No change | 27,016 | 61 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Amundi | History | No change | 26,414 | 60 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 51,332 | 60 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 25,330 | 58 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | No change | 25,422 | 58 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 25,285 | 57 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,024 | 55 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Third View Private Wealth, LLC | History | No change | 23,775 | 54 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 23,124 | 52 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 22,500 | 51 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 22,083 | 50 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,696 | 49 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 21,405 | 49 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 21,728 | 49 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 21,697 | 49 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DDFG, Inc | History | No change | 21,401 | 49 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 44,157 | 48 | 0.0% | 0.0% | 190 | -34,765 | -44.05% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 20,546 | 47 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One68 Global Capital, LLC | History | No change | 20,000 | 45 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 19,630 | 44 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 19,224 | 44 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 18,726 | 43 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 19,071 | 43 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 18,294 | 41 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sagewood Asset Management LP | History | No change | 18,004 | 41 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ClearAlpha Technologies LP | History | No change | 18,259 | 41 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 17,077 | 39 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PACK Private Wealth, LLC | History | No change | 17,022 | 38 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 16,560 | 37 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16,516 | 36 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 16,043 | 36 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,785 | 36 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,317 | 35 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R Squared Ltd | History | No change | 15,500 | 35 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 15,000 | 34 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 15,100 | 34 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,798 | 33 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,894 | 33 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 14,211 | 32 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,894 | 31 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | No change | 13,604 | 31 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | No change | 13,237 | 30 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 13,200 | 30 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 13,485 | 30 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Secure Asset Management, LLC | History | No change | 13,236 | 30 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,643 | 30 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,413 | 30 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heirloom Wealth Management | History | No change | 25,800 | 30 | 0.0% | 0.01% | 221 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,901 | 29 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,358 | 28 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Utah Retirement Systems | History | No change | 11,866 | 27 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIMA LLC | History | No change | 11,851 | 27 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Alpha Zero LLC | History | No change | 13,500 | 27 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,568 | 26 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LJI Wealth Management, LLC | History | No change | 11,500 | 26 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 11,087 | 25 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,666 | 24 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 10,786 | 24 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 10,628 | 24 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bull Harbor Capital LLC | History | No change | 10,551 | 24 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 10,115 | 23 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,152 | 23 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Affinity Capital Advisors, LLC | History | New | 21,098 | 22 | 0.0% | — | 236 | +21,098 | New | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,200 | 21 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Planning Navigators CORP | History | New | 14,512 | 17 | 0.01% | — | 242 | +14,512 | New | Q3 2026 | Oct 14, 2026 |
| MATHER GROUP, LLC. | History | New | 14,450 | 17 | 0.0% | — | 241 | +14,450 | New | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Added to | 15,002 | 17 | 0.0% | 0.0% | 240 | +13,611 | 978.5% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,641 | 17 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 7,722 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 6,729 | 15 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,645 | 15 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Management, LLC | History | New | 11,036 | 13 | 0.0% | — | 246 | +11,036 | New | Q3 2026 | Oct 13, 2026 |
| Quent Capital, LLC | History | No change | 5,753 | 13 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,823 | 12 | 0.0% | 0.0% | 249 | +7,838 | 262.58% | Q3 2026 | Oct 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,569 | 12 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,593 | 12 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,954 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,419 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,040 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Premier Financial Group | History | No change | 3,000 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,880 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,136 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 1,391 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,590 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,325 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,502 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 977 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 1,191 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 2,000 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,149 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 1,070 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,000 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 609 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 843 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 454 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingdom Financial Group LLC. | History | No change | 867 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 581 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 467 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,279 | -100.0% | Q3 2026 | Oct 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -781 | -100.0% | Q3 2026 | Oct 14, 2026 |
| UMB Bank, n.a. | History | No change | 140 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 131 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 10,471,859 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 408 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 122 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trust Co | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 165 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 280 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 419 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 118 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 242 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 159 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kilter Group LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |