Voya Financial, Inc. - VOYA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,391,218 | 850,186 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,815,072 | 616,969 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,906,887 | 558,082 | 0.09% | 0.09% | 3 | +159,844 | 2.78% | Q3 2026 | Nov 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,908,288 | 444,347 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,094,608 | 370,684 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,885,015 | 351,710 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,428,602 | 323,934 | 0.95% | 0.94% | 7 | -101,044 | -2.86% | Q3 2026 | Oct 30, 2026 |
| STATE STREET CORP | History | No change | 3,207,921 | 290,413 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,722,022 | 257,179 | 0.05% | 0.05% | 9 | -97,641 | -3.46% | Q3 2026 | Nov 04, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 2,422,309 | 219,291 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 2,327,021 | 210,665 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,248,280 | 203,536 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOMS Capital Investment Management LP | History | No change | 2,214,000 | 200,433 | 4.29% | 4.29% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,019,865 | 182,858 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,755,988 | 159,007 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 1,655,623 | 149,919 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,526,728 | 138,214 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 1,324,081 | 119,869 | 1.06% | 1.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,262,432 | 114,287 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,219,203 | 110,374 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 1,146,234 | 103,768 | 0.32% | 0.32% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,055,168 | 95,524 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,044,910 | 94,596 | 0.17% | 0.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 964,138 | 87,284 | 0.68% | 0.68% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 902,623 | 81,714 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 810,697 | 73,392 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 800,212 | 72,443 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 764,772 | 69,234 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 680,204 | 61,578 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 649,990 | 58,843 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 583,655 | 52,838 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 573,937 | 51,958 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 475,925 | 43,085 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 469,417 | 42,496 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 468,791 | 42,439 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 441,936 | 40,008 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 384,412 | 36,319 | 0.22% | 0.23% | 37 | -43,700 | -10.21% | Q3 2026 | Oct 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 394,858 | 35,746 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 387,791 | 35,106 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Invesco Ltd. | History | No change | 379,608 | 34,365 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 378,197 | 34,238 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 376,234 | 34,060 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 350,925 | 31,669 | 2.09% | 2.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 332,419 | 31,406 | 0.55% | 0.6% | 44 | -67,754 | -16.93% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 334,576 | 30,289 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 334,000 | 30,237 | 0.25% | 0.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 325,724 | 29,487 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jain Global LLC | History | No change | 324,899 | 29,413 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 303,681 | 28,691 | 0.03% | 0.01% | 49 | +178,070 | 141.76% | Q3 2026 | Oct 15, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 300,000 | 27,159 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 265,472 | 25,081 | 1.27% | 1.17% | 51 | -18,066 | -6.37% | Q3 2026 | Oct 23, 2026 |
| Quantinno Capital Management LP | History | No change | 252,524 | 22,861 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 251,580 | 22,775 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 247,415 | 22,398 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 244,415 | 22,126 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 231,972 | 21,000 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impax Asset Management Group plc | History | No change | 227,195 | 20,567 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Interval Partners, LP | History | No change | 224,099 | 20,287 | 0.52% | 0.52% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 221,936 | 20,091 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 218,667 | 19,795 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 208,069 | 19,658 | 0.01% | 0.01% | 61 | +2,203 | 1.07% | Q3 2026 | Nov 02, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 216,331 | 19,584 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 214,197 | 19,391 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 213,408 | 19,319 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 198,055 | 18,712 | 0.06% | 0.05% | 65 | +3,881 | 2.0% | Q3 2026 | Nov 04, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 204,227 | 18,488 | 1.24% | 1.24% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 203,404 | 18,414 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 254,253 | 17,370 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 187,389 | 16,964 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 186,100 | 16,847 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 180,505 | 16,341 | 0.21% | 0.21% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 176,928 | 16,017 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 162,393 | 15,440 | 0.02% | 0.02% | 73 | -31,201 | -16.12% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 162,968 | 15,180 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 161,479 | 14,618 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 161,058 | 14,580 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&G Plc | History | Reduced | 152,530 | 14,337 | 0.07% | 0.08% | 77 | -30,255 | -16.55% | Q3 2026 | Nov 04, 2026 |
| Gator Capital Management, LLC | History | No change | 156,385 | 14,157 | 2.97% | 2.97% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 153,640 | 13,909 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 152,437 | 13,800 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 144,825 | 13,109 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 133,991 | 12,130 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 131,255 | 11,883 | 0.7% | 0.7% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 127,941 | 11,582 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 125,710 | 11,380 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 125,680 | 11,377 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 121,816 | 11,028 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 121,130 | 10,965 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 119,106 | 10,782 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 112,746 | 10,652 | 0.0% | 0.0% | 90 | +71,273 | 171.85% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 116,973 | 10,591 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 116,511 | 10,547 | 0.42% | 0.42% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 110,762 | 10,027 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 109,365 | 9,900 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 107,543 | 9,735 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 107,189 | 9,703 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 105,974 | 9,594 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALGERT GLOBAL LLC | History | No change | 101,126 | 9,154 | 0.11% | 0.11% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 97,600 | 8,835 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 92,621 | 8,384 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 92,286 | 8,354 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 90,380 | 8,182 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 90,227 | 8,168 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,669 | 7,846 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 74,628 | 7,051 | 0.01% | 0.01% | 105 | -955 | -1.26% | Q3 2026 | Nov 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,827 | 6,955 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Added to | 73,163 | 6,912 | 0.07% | 0.05% | 107 | +21,310 | 41.1% | Q3 2026 | Oct 21, 2026 |
| Walleye Capital LLC | History | No change | 76,032 | 6,883 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 76,006 | 6,880 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 73,795 | 6,680 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 70,627 | 6,393 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 70,391 | 6,372 | 0.17% | 0.17% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 69,969 | 6,334 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 68,418 | 6,193 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 64,482 | 5,837 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 63,208 | 5,722 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SEB Asset Management AB | History | No change | 60,528 | 5,718 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bridgewater Associates, LP | History | No change | 62,829 | 5,687 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 60,305 | 5,459 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 58,921 | 5,334 | 0.44% | 0.44% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 58,384 | 5,285 | 2.26% | 2.26% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 57,026 | 5,160 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 56,980 | 5,158 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 53,045 | 5,011 | 0.06% | 0.04% | 124 | +12,013 | 29.28% | Q3 2026 | Nov 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 52,497 | 4,959 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 51,547 | 4,870 | 0.01% | 0.01% | 126 | -7,543 | -12.77% | Q3 2026 | Nov 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 53,122 | 4,810 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 48,699 | 4,601 | 0.0% | 0.0% | 128 | -31,275 | -39.11% | Q3 2026 | Nov 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 50,540 | 4,575 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 49,941 | 4,521 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 49,472 | 4,478 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 46,768 | 4,233 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 45,700 | 4,137 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 4,077,462 | 4,077 | 0.94% | 0.91% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Creative Planning | History | Added to | 43,001 | 4,062 | 0.0% | 0.0% | 135 | +6,338 | 17.29% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 44,468 | 4,026 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,678 | 3,954 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 43,067 | 3,898 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 42,657 | 3,864 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 42,304 | 3,829 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Added to | 40,491 | 3,826 | 0.03% | 0.03% | 141 | +289 | 0.72% | Q3 2026 | Oct 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 42,119 | 3,813 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 41,672 | 3,772 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FCA CORP /TX | History | No change | 40,845 | 3,697 | 0.91% | 0.91% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Treasurer of the State of North Carolina | History | No change | 39,284 | 3,556 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,855 | 3,541 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 37,455 | 3,538 | 0.03% | 0.01% | 147 | +25,941 | 225.3% | Q3 2026 | Oct 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 38,883 | 3,520 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 37,821 | 3,423 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 36,221 | 3,279 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 35,739 | 3,235 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 34,916 | 3,160 | 1.04% | 1.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 33,015 | 3,119 | 0.03% | 0.03% | 153 | -657 | -1.95% | Q3 2026 | Oct 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 34,343 | 3,109 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 32,300 | 2,924 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BROWN ADVISORY INC | History | No change | 31,255 | 2,829 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 29,425 | 2,806 | 0.0% | 0.01% | 157 | -70,417 | -70.53% | Q3 2026 | Nov 04, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 30,211 | 2,735 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 29,837 | 2,701 | 0.34% | 0.34% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 28,129 | 2,657 | 0.01% | 0.01% | 160 | -2,838 | -9.16% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 28,568 | 2,586 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 27,364 | 2,585 | 0.06% | — | 162 | +27,364 | New | Q3 2026 | Oct 16, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 26,900 | 2,541 | 0.04% | 0.04% | 163 | +400 | 1.51% | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 27,515 | 2,490 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,822 | 2,440 | 0.0% | 0.0% | 165 | -961 | -3.59% | Q3 2026 | Oct 22, 2026 |
| ALLSTATE CORP | History | No change | 26,887 | 2,434 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 26,795 | 2,425 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 26,763 | 2,422 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 25,543 | 2,413 | 0.01% | 0.01% | 169 | -53 | -0.21% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,401 | 2,358 | 0.0% | 0.0% | 170 | +5,431 | 28.63% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 26,005 | 2,354 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 24,684 | 2,332 | 0.03% | 0.03% | 172 | -1,414 | -5.42% | Q3 2026 | Oct 22, 2026 |
| GABELLI FUNDS LLC | History | No change | 25,725 | 2,328 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 25,174 | 2,279 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 25,165 | 2,278 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 57,800 | 2,247 | 0.56% | 0.56% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,769 | 2,245 | 0.0% | 0.0% | 177 | -221 | -0.92% | Q3 2026 | Oct 30, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 22,825 | 2,156 | 1.2% | 1.16% | 178 | -590 | -2.52% | Q3 2026 | Nov 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,521 | 2,129 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 23,326 | 2,112 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 22,232 | 2,100 | 0.02% | 0.02% | 181 | -355 | -1.57% | Q3 2026 | Oct 27, 2026 |
| Walleye Trading LLC | History | No change | 23,019 | 2,083 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 21,625 | 2,043 | 0.01% | — | 183 | +21,625 | New | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 21,216 | 2,004 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Chesley Taft & Associates LLC | History | No change | 20,785 | 1,963 | 0.08% | 0.07% | 185 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tidal Investments LLC | History | No change | 21,487 | 1,945 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,286 | 1,927 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 21,200 | 1,919 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 20,913 | 1,893 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,800 | 1,871 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 20,395 | 1,846 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 20,203 | 1,828 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 20,171 | 1,826 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 20,076 | 1,817 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 20,000 | 1,810 | 0.33% | 0.33% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 19,067 | 1,801 | 0.05% | 0.05% | 196 | +154 | 0.81% | Q3 2026 | Nov 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 19,000 | 1,795 | 0.0% | — | 197 | +19,000 | New | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 18,804 | 1,776 | 0.02% | 0.02% | 198 | +100 | 0.53% | Q3 2026 | Oct 29, 2026 |
| Davis Capital Management | History | Reduced | 18,760 | 1,772 | 1.06% | 1.07% | 199 | -1,286 | -6.42% | Q3 2026 | Oct 08, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 19,500 | 1,765 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Twin Tree Management, LP | History | No change | 19,489 | 1,764 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | New | 18,100 | 1,710 | 0.06% | — | 202 | +18,100 | New | Q3 2026 | Oct 21, 2026 |
| Virtue Capital Management, LLC | History | New | 17,463 | 1,649 | 0.21% | — | 203 | +17,463 | New | Q3 2026 | Oct 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,865 | 1,617 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Thistle LLC | History | New | 16,738 | 1,581 | 0.15% | — | 205 | +16,738 | New | Q3 2026 | Oct 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 17,307 | 1,566 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,686 | 1,510 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 16,393 | 1,484 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 15,992 | 1,447 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ICON ADVISERS INC/CO | History | No change | 15,733 | 1,424 | 0.27% | 0.27% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,540 | 1,406 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,786 | 1,396 | 0.0% | 0.0% | 212 | +1,005 | 7.29% | Q3 2026 | Nov 03, 2026 |
| First Eagle Investment Management, LLC | History | No change | 15,000 | 1,357 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,718 | 1,332 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 14,620 | 1,323 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 14,537 | 1,316 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,511 | 1,313 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 14,084 | 1,275 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 14,087 | 1,275 | 0.12% | 0.12% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 14,071 | 1,273 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 13,284 | 1,255 | 0.01% | 0.01% | 221 | +1,080 | 8.85% | Q3 2026 | Nov 04, 2026 |
| US BANCORP \DE\ | History | Added to | 12,960 | 1,224 | 0.0% | 0.0% | 222 | +147 | 1.15% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,484 | 1,220 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,441 | 1,216 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 13,389 | 1,212 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Investment Management, LLC | History | No change | 12,905 | 1,168 | 0.12% | 0.12% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,692 | 1,148 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | No change | 12,411 | 1,123 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,373 | 1,120 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dockside LLC | History | No change | 12,307 | 1,114 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XPONANCE LLC | History | Reduced | 11,703 | 1,105 | 0.01% | 0.01% | 231 | -811 | -6.48% | Q3 2026 | Nov 03, 2026 |
| Ethic Inc. | History | Added to | 11,366 | 1,073 | 0.01% | 0.01% | 232 | +2,752 | 31.95% | Q3 2026 | Nov 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,733 | 1,062 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 11,683 | 1,057 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,550 | 1,045 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 11,300 | 1,022 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,160 | 1,010 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weiss Asset Management LP | History | No change | 11,043 | 999 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 10,240 | 967 | 0.41% | 0.42% | 239 | -368 | -3.47% | Q3 2026 | Oct 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 10,496 | 950 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 10,000 | 944 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Caprock Group, LLC | History | No change | 10,337 | 935 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 9,978 | 903 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 9,516 | 899 | 0.74% | — | 244 | +9,516 | New | Q3 2026 | Oct 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,829 | 889 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 9,328 | 881 | 0.01% | 0.01% | 246 | +1,618 | 20.99% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,478 | 858 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,278 | 839 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Net Worth Advisory Group | History | Reduced | 8,755 | 835 | 0.21% | 0.24% | 249 | -1,948 | -18.2% | Q3 2026 | Oct 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,102 | 824 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,602 | 813 | 0.0% | 0.0% | 252 | +10 | 0.12% | Q3 2026 | Nov 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,991 | 813 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,582 | 810 | 0.01% | 0.01% | 253 | -302 | -3.4% | Q3 2026 | Oct 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,487 | 768 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 8,334 | 754 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 8,261 | 747 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 8,255 | 747 | 0.07% | 0.07% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calydon Capital | History | No change | 8,149 | 737 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,848 | 715 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 7,875 | 712 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVIVA PLC | History | No change | 7,868 | 712 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,520 | 710 | 0.12% | — | 262 | +7,520 | New | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,408 | 700 | 0.0% | 0.0% | 264 | -414 | -5.29% | Q3 2026 | Oct 26, 2026 |
| &PARTNERS | History | No change | 7,733 | 700 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,630 | 690 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 7,524 | 681 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 7,482 | 677 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | No change | 7,429 | 672 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,408 | 671 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,411 | 668 | 0.0% | 0.0% | 270 | +1,083 | 17.11% | Q3 2026 | Oct 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 6,686 | 666 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 6,862 | 648 | 0.0% | — | 272 | +6,862 | New | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,105 | 643 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,078 | 640 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| R Squared Ltd | History | No change | 7,021 | 635 | 0.33% | 0.33% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 7,011 | 634 | 0.23% | 0.23% | 276 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 7,011 | 634 | 0.15% | 0.15% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,946 | 628 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ancora Advisors LLC | History | No change | 6,932 | 627 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,597 | 623 | 0.01% | 0.01% | 280 | -9 | -0.14% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 6,885 | 623 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,764 | 612 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,715 | 607 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 6,423 | 606 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,267 | 598 | 0.02% | 0.02% | 285 | +71 | 1.15% | Q3 2026 | Oct 20, 2026 |
| Lido Advisors, LLC | History | Added to | 6,294 | 594 | 0.0% | 0.0% | 286 | +2,285 | 57.0% | Q3 2026 | Nov 04, 2026 |
| Bridgefront Capital, LLC | History | No change | 6,545 | 592 | 0.16% | 0.16% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,072 | 573 | 0.01% | 0.01% | 288 | +12 | 0.2% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,376 | 559 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 5,819 | 549 | 0.03% | — | 290 | +5,811 | 72637.5% | Q3 2026 | Oct 30, 2026 |
| Harbor Advisors LLC | History | No change | 6,000 | 543 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaGrep UK Ltd | History | No change | 5,832 | 527 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 5,618 | 508 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,546 | 502 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 5,553 | 502 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 5,225 | 493 | 0.03% | 0.03% | 296 | +76 | 1.48% | Q3 2026 | Oct 26, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 5,200 | 491 | 0.0% | 0.0% | 297 | -21,202 | -80.3% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,421 | 490 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 5,382 | 489 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,168 | 488 | 0.01% | 0.01% | 300 | -254 | -4.68% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,122 | 483 | 0.01% | 0.0% | 301 | +2,347 | 84.58% | Q3 2026 | Oct 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,073 | 479 | 0.01% | 0.01% | 302 | -544 | -9.68% | Q3 2026 | Nov 02, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 5,065 | 478 | 0.02% | 0.06% | 303 | -14,098 | -73.57% | Q3 2026 | Oct 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,145 | 465 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,102 | 461 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | Added to | 4,876 | 460 | 0.06% | 0.06% | 306 | +664 | 15.76% | Q3 2026 | Nov 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 5,080 | 459 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,924 | 445 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Utah Retirement Systems | History | No change | 4,812 | 435 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,552 | 430 | 0.0% | 0.0% | 310 | +723 | 18.88% | Q3 2026 | Nov 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,716 | 426 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,595 | 415 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Centiva Capital, LP | History | No change | 4,469 | 404 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,271 | 403 | 0.0% | 0.0% | 314 | +299 | 7.53% | Q3 2026 | Nov 02, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,422 | 400 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,417 | 399 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 4,217 | 398 | 0.01% | 0.01% | 317 | +277 | 7.03% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 4,344 | 393 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DnB Asset Management AS | History | No change | 4,167 | 377 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 4,125 | 373 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,091 | 370 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 4,029 | 364 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 3,927 | 355 | 0.04% | 0.04% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 3,875 | 350 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,818 | 346 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,587 | 343 | 0.01% | 0.01% | 326 | +343 | 10.57% | Q3 2026 | Oct 26, 2026 |
| COMMERCE BANK | History | No change | 3,786 | 342 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 3,457 | 326 | 0.16% | 0.66% | 328 | -13,464 | -79.57% | Q3 2026 | Oct 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,442 | 325 | 0.0% | 0.0% | 329 | -135 | -3.77% | Q3 2026 | Oct 28, 2026 |
| Abacus Wealth Partners, LLC | History | New | 3,402 | 321 | 0.04% | — | 331 | +3,402 | New | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 3,555 | 321 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CenterBook Partners LP | History | Reduced | 3,326 | 314 | 0.01% | 0.02% | 332 | -1,244 | -27.22% | Q3 2026 | Nov 02, 2026 |
| Compound Planning, Inc. | History | Added to | 3,308 | 312 | 0.01% | 0.01% | 333 | +784 | 31.06% | Q3 2026 | Nov 05, 2026 |
| Callan Family Office, LLC | History | No change | 3,445 | 311 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 3,375 | 305 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,200 | 302 | 0.02% | 0.02% | 337 | -9 | -0.28% | Q3 2026 | Oct 30, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,198 | 302 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 3,217 | 291 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,056 | 288 | 0.01% | 0.01% | 339 | -442 | -12.64% | Q3 2026 | Oct 08, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 3,038 | 287 | 0.05% | 0.05% | 340 | -17 | -0.56% | Q3 2026 | Oct 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,168 | 286 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 3,008 | 284 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| INCEPTIONR LLC | History | No change | 3,101 | 280 | 0.07% | 0.07% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,058 | 276 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,909 | 274 | 0.0% | 0.0% | 345 | -948 | -24.58% | Q3 2026 | Oct 29, 2026 |
| Kera Capital Partners, Inc. | History | No change | 3,029 | 274 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,897 | 273 | 0.01% | 0.01% | 347 | -189 | -6.12% | Q3 2026 | Oct 22, 2026 |
| KBC Group NV | History | No change | 2,864 | 271 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,942 | 266 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Dakota State Investment Board | History | Reduced | 2,808 | 265 | 0.01% | 0.01% | 350 | -21 | -0.74% | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,731 | 260 | 0.0% | 0.0% | 351 | +120 | 4.6% | Q3 2026 | Oct 16, 2026 |
| MAI Capital Management | History | No change | 2,794 | 252 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,577 | 243 | 0.01% | 0.01% | 353 | -240 | -8.52% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,684 | 242 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,644 | 239 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sagewood Asset Management LP | History | No change | 2,642 | 239 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 2,632 | 238 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestcor Inc | History | No change | 2,616 | 237 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 236 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 2,488 | 235 | 0.03% | 0.03% | 360 | +21 | 0.85% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,445 | 231 | 0.0% | 0.0% | 361 | +25 | 1.03% | Q3 2026 | Oct 28, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 2,551 | 230 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,424 | 229 | 0.0% | 0.0% | 363 | +281 | 13.11% | Q3 2026 | Nov 03, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 2,399 | 228 | 0.01% | 0.01% | 364 | +875 | 57.41% | Q3 2026 | Nov 04, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 2,403 | 227 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,400 | 226 | 0.0% | 0.0% | 366 | +427 | 21.64% | Q3 2026 | Oct 20, 2026 |
| Qsemble Capital Management, LP | History | No change | 2,502 | 226 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,494 | 225 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Odyssean, LLC | History | No change | 2,489 | 225 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,351 | 222 | 0.0% | 0.0% | 370 | +124 | 5.57% | Q3 2026 | Oct 23, 2026 |
| Hardy Reed LLC | History | No change | 2,449 | 221 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,392 | 216 | 0.06% | 0.06% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 2,332 | 211 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,320 | 210 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,290 | 207 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,233 | 202 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,237 | 202 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 2,217 | 200 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,139 | 194 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 1,909 | 180 | 0.0% | 0.0% | 380 | -36 | -1.85% | Q3 2026 | Oct 30, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 1,988 | 179 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,863 | 176 | 0.0% | 0.0% | 382 | +144 | 8.38% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 1,790 | 169 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,748 | 158 | 0.13% | 0.13% | 384 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,701 | 154 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,593 | 150 | 0.09% | 0.09% | 386 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LRI Investments, LLC | History | No change | 1,583 | 143 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grove Bank & Trust | History | No change | 1,465 | 138 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Elyxium Wealth, LLC | History | New | 1,443 | 136 | 0.01% | — | 389 | +1,443 | New | Q3 2026 | Oct 27, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,436 | 135 | 0.03% | — | 390 | +1,436 | New | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,471 | 133 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 1,400 | 126 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 1,281 | 115 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,110 | 104 | 0.0% | 0.0% | 394 | +890 | 404.55% | Q3 2026 | Nov 05, 2026 |
| Hilltop National Bank | History | No change | 1,021 | 96 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,000 | 94 | 0.0% | 0.0% | 396 | +16 | 1.63% | Q3 2026 | Nov 04, 2026 |
| Key FInancial Inc | History | No change | 999 | 94 | 0.02% | 0.01% | 397 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MOTCO | History | No change | 1,030 | 93 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 1,036 | 93 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 948 | 90 | 0.0% | 0.0% | 400 | +429 | 82.66% | Q3 2026 | Nov 04, 2026 |
| Bayforest Capital Ltd | History | Reduced | 919 | 86 | 0.13% | 0.09% | 401 | -139 | -13.14% | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 843 | 79 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 779 | 73 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 745 | 70 | 0.0% | — | 404 | +745 | New | Q3 2026 | Oct 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 729 | 68 | 0.01% | 0.01% | 405 | -183 | -20.07% | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 722 | 68 | 0.01% | 0.01% | 406 | +4 | 0.56% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 705 | 66 | 0.0% | 0.0% | 407 | -41 | -5.5% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 730 | 66 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 696 | 65 | 0.01% | 0.0% | 409 | +159 | 29.61% | Q3 2026 | Oct 01, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 655 | 62 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Essential Partners LLC | History | No change | 611 | 57 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 558 | 50 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 468 | 42 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| V-Square Quantitative Management LLC | History | No change | 441 | 41 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 570 | 38 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 410 | 37 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 350 | 35 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,288 | 29 | 0.0% | — | 419 | +1,288 | New | Q3 2026 | Nov 05, 2026 |
| Arlington Trust Co LLC | History | Added to | 310 | 29 | 0.0% | 0.0% | 418 | +30 | 10.71% | Q3 2026 | Oct 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 297 | 28 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 27 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 274 | 25 | 0.0% | 0.0% | 422 | +41 | 17.6% | Q3 2026 | Oct 21, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 252 | 23 | 0.01% | 0.0% | 424 | +22 | 9.57% | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | No change | 250 | 23 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 248 | 22 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 224 | 20 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 180 | 17 | 0.0% | 0.0% | 428 | -61 | -25.31% | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | Added to | 186 | 17 | 0.0% | 0.0% | 427 | +1 | 0.54% | Q3 2026 | Oct 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 187 | 17 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vision Retirement, LLC | History | No change | 197 | 17 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sachetta, LLC | History | No change | 183 | 16 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 152 | 14 | 0.0% | 0.0% | 432 | -8 | -5.0% | Q3 2026 | Oct 26, 2026 |
| CVA Family Office, LLC | History | No change | 158 | 14 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 150 | 14 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 143 | 13 | 0.0% | 0.0% | 435 | -3 | -2.05% | Q3 2026 | Nov 04, 2026 |
| Cetera Trust Company, N.A | History | No change | 145 | 13 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 128 | 12 | 0.0% | 0.0% | 439 | +67 | 109.84% | Q3 2026 | Oct 07, 2026 |
| True Wealth Design, LLC | History | Added to | 131 | 12 | 0.0% | 0.0% | 438 | +31 | 31.0% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 135 | 12 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 119 | 11 | 0.0% | 0.0% | 442 | -15 | -11.19% | Q3 2026 | Oct 19, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 122 | 11 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 120 | 11 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobi Capital Management LLC | History | New | 116 | 10 | 0.0% | — | 447 | +116 | New | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 109 | 10 | 0.01% | 0.01% | 444 | -11 | -9.17% | Q3 2026 | Oct 30, 2026 |
| SHP Wealth Management | History | No change | 113 | 10 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 111 | 10 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 111 | 10 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 101 | 9 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 91 | 8 | 0.0% | 0.0% | 449 | +26 | 40.0% | Q3 2026 | Oct 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 77 | 7 | 0.0% | 0.0% | 452 | +4 | 5.48% | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 78 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 65 | 6 | 0.0% | 0.0% | 454 | -2 | -2.99% | Q3 2026 | Nov 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 74 | 6 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 75 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 60 | 5 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 63 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 58 | 5 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| High Note Wealth, LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 49 | 4 | 0.0% | — | 470 | +49 | New | Q3 2026 | Nov 03, 2026 |
| GoalVest Advisory LLC | History | New | 43 | 4 | 0.0% | — | 469 | +43 | New | Q3 2026 | Oct 02, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 42 | 4 | 0.0% | 0.0% | 463 | +32 | 320.0% | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 464 | +1 | 2.0% | Q3 2026 | Oct 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 48 | 4 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | No change | 46 | 4 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Center for Financial Planning, Inc. | History | New | 37 | 3 | 0.0% | — | 480 | +37 | New | Q3 2026 | Oct 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 34 | 3 | 0.0% | — | 479 | +34 | New | Q3 2026 | Oct 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 33 | 3 | 0.0% | 0.0% | 476 | -12 | -26.67% | Q3 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 37 | 3 | 0.0% | 0.0% | 478 | -1 | -2.63% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 35 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 40 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Asset Dedication, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 40 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westfuller Advisors, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Latitude Advisors, LLC | History | New | 31 | 2 | 0.0% | — | 488 | +31 | New | Q3 2026 | Oct 27, 2026 |
| Cromwell Holdings LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 486 | +16 | 106.67% | Q3 2026 | Oct 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 484 | +5 | 23.81% | Q3 2026 | Nov 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 23 | 2 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 23 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 11 | 1 | 0.0% | — | 502 | +11 | New | Q3 2026 | Oct 23, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 11 | 1 | 0.0% | — | 503 | +11 | New | Q3 2026 | Oct 13, 2026 |
| SouthState Bank Corp | History | No change | 19 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 20 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Dogwood Wealth Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Kilter Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 20 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -141,648 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -87,506 | -100.0% | Q3 2026 | Nov 05, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,209 | -100.0% | Q3 2026 | Oct 26, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -3,321 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,250 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.57% | — | -3,026 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,740 | -100.0% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -2,688 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,500 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 27, 2026 |
| Torren Management, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q3 2026 | Oct 29, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hurley Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quarry LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Planning Strategies Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |