VIRTUS INVESTMENT PARTNERS, INC. - VRTS
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,056,614 | 151,624 | 0.0% | 0.0% | 1 | +57,246 | 5.73% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 450,124 | 64,592 | 0.0% | 0.0% | 2 | -34,766 | -7.17% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 448,314 | 64,333 | 0.0% | 0.0% | 3 | +9,580 | 2.18% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 352,930 | 50,645 | 0.03% | 0.03% | 4 | +34,921 | 10.98% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 315,715 | 45,305 | 0.01% | 0.01% | 5 | +10,600 | 3.47% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 286,625 | 41,130 | 0.01% | 0.01% | 6 | +154,351 | 116.69% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 279,848 | 40,158 | 0.0% | 0.0% | 7 | -5,698 | -2.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 279,346 | 40,086 | 0.01% | 0.01% | 8 | +20,531 | 7.93% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 195,363 | 28,034 | 0.01% | 0.01% | 9 | +6,550 | 3.47% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 165,425 | 23,742 | 0.0% | 0.0% | 10 | +6,200 | 3.89% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 142,881 | 20,586 | 0.0% | 0.0% | 11 | +50,419 | 54.53% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 109,414 | 15,700 | 0.02% | 0.02% | 12 | +5,548 | 5.34% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 107,942 | 15,489 | 0.01% | 0.01% | 13 | +21,389 | 24.71% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 97,582 | 14,003 | 0.04% | 0.04% | 14 | +1,010 | 1.05% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 89,042 | 12,777 | 0.0% | 0.0% | 15 | -7,014 | -7.3% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 85,422 | 12,258 | 0.0% | 0.0% | 16 | +7,374 | 9.45% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 78,279 | 11,233 | 0.05% | 0.04% | 17 | +22,238 | 39.68% | Q2 2026 | Aug 10, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 77,962 | 11,187 | 0.13% | 0.16% | 18 | +864 | 1.12% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 75,847 | 10,883 | 0.0% | 0.0% | 19 | +40,482 | 114.47% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 70,719 | 10,148 | 0.0% | 0.0% | 20 | +965 | 1.38% | Q2 2026 | Aug 06, 2026 |
| Zimmer Partners, LP | History | Reduced | 50,708 | 7,276 | 0.17% | 0.27% | 21 | -33,413 | -39.72% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 47,751 | 6,852 | 0.0% | 0.01% | 22 | -5,179 | -9.78% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 46,179 | 6,626 | 0.0% | 0.0% | 23 | -12,809 | -21.71% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 42,919 | 6,159 | 0.01% | 0.0% | 24 | +42,824 | 45077.89% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 41,736 | 5,989 | 0.0% | 0.0% | 25 | +960 | 2.35% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,071 | 5,750 | 0.01% | 0.01% | 26 | -7,255 | -15.33% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 38,268 | 5,491 | 0.0% | 0.0% | 27 | +24,151 | 171.08% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,331 | 5,213 | 0.0% | 0.0% | 28 | -33,917 | -48.28% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,917 | 4,867 | 0.0% | 0.0% | 29 | +7,793 | 29.83% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 30,360 | 4,356 | 0.0% | 0.0% | 30 | -497 | -1.61% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 28,429 | 4,079 | 0.01% | 0.01% | 31 | +1,200 | 4.41% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 26,782 | 3,843 | 0.0% | 0.0% | 32 | -3,022 | -10.14% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 26,631 | 3,821 | 0.0% | 0.0% | 33 | +9,743 | 57.69% | Q2 2026 | Aug 13, 2026 |
| AWH Capital, L.P. | History | No change | 24,742 | 3,550 | 2.49% | 3.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,024 | 3,447 | 0.0% | 0.0% | 35 | -17,934 | -42.74% | Q2 2026 | Sep 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 23,626 | 3,390 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 22,680 | 3,254 | 0.02% | 0.01% | 37 | +9,495 | 72.01% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 21,627 | 3,103 | 0.01% | 0.01% | 38 | -1,126 | -4.95% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,410 | 2,928 | 0.0% | 0.0% | 39 | -2,944 | -12.61% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 18,969 | 2,722 | 0.0% | 0.0% | 40 | -1,898 | -9.1% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,804 | 2,554 | 0.0% | 0.0% | 41 | +2,101 | 13.38% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 17,415 | 2,499 | 0.0% | 0.0% | 42 | -13,548 | -43.76% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 16,792 | 2,409 | 0.01% | 0.01% | 43 | +1,473 | 9.62% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 16,571 | 2,377 | 0.0% | 0.01% | 44 | -1,133 | -6.4% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Added to | 15,591 | 2,237 | 0.03% | 0.01% | 45 | +10,683 | 217.67% | Q2 2026 | Aug 14, 2026 |
| Huber Capital Management LLC | History | Added to | 15,468 | 2,219 | 0.33% | 0.26% | 46 | +2,900 | 23.07% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 14,181 | 2,035 | 0.0% | 0.0% | 47 | +9,529 | 204.84% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 14,095 | 2,022 | 0.04% | 0.02% | 48 | +10,147 | 257.02% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 14,029 | 2,013 | 0.0% | 0.0% | 49 | +9,430 | 205.04% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 13,684 | 1,964 | 0.0% | 0.0% | 50 | -195 | -1.41% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 12,908 | 1,853 | 0.0% | 0.0% | 51 | +1,183 | 10.09% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 12,733 | 1,827 | 0.0% | 0.0% | 52 | +242 | 1.94% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Reduced | 12,600 | 1,808 | 0.0% | 0.0% | 53 | -100 | -0.79% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | New | 12,533 | 1,798 | 0.01% | — | 54 | +12,533 | New | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 11,790 | 1,691 | 0.0% | 0.0% | 55 | -17,181 | -59.3% | Q2 2026 | Aug 13, 2026 |
| Villanova Investment Management Co LLC | History | Added to | 11,284 | 1,619 | 1.54% | 1.45% | 56 | +750 | 7.12% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Added to | 10,748 | 1,542 | 0.0% | 0.0% | 57 | +9,007 | 517.35% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 10,339 | 1,483 | 0.01% | 0.01% | 58 | -1,497 | -12.65% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,967 | 1,430 | 0.0% | 0.0% | 59 | +2,620 | 35.66% | Q2 2026 | Aug 06, 2026 |
| Kennondale Capital Management LLC | History | No change | 9,774 | 1,402 | 0.93% | 0.95% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 9,768 | 1,401 | 0.01% | 0.01% | 61 | +4,624 | 89.89% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,680 | 1,390 | 0.0% | 0.0% | 62 | +5,723 | 193.54% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 8,706 | 1,249 | 0.0% | 0.0% | 63 | -1,220 | -12.29% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,218 | 1,179 | 0.0% | 0.0% | 64 | +4,139 | 101.47% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,064 | 1,157 | 0.0% | 0.0% | 65 | +6,232 | 340.17% | Q2 2026 | Aug 19, 2026 |
| Quadrature Capital Ltd | History | Added to | 7,583 | 1,088 | 0.01% | 0.01% | 66 | +1,058 | 16.21% | Q2 2026 | Aug 06, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 7,450 | 1,069 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 7,431 | 1,066 | 0.0% | 0.0% | 68 | +1,331 | 21.82% | Q2 2026 | Aug 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,412 | 1,063 | 0.0% | 0.0% | 69 | +3,773 | 103.68% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Added to | 7,200 | 1,033 | 0.01% | 0.01% | 70 | +1,150 | 19.01% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,147 | 1,025 | 0.0% | 0.0% | 71 | +1,081 | 17.82% | Q2 2026 | Aug 07, 2026 |
| Clayton Partners LLC | History | Reduced | 7,000 | 1,004 | 0.66% | 0.98% | 72 | -3,000 | -30.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 7,470 | 1,003 | 0.0% | 0.0% | 73 | -91 | -1.2% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,588 | 945 | 0.0% | 0.0% | 74 | +3,937 | 148.51% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,795 | 831 | 0.0% | 0.0% | 76 | +192 | 3.43% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 5,796 | 831 | 0.0% | 0.0% | 75 | +29 | 0.5% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 5,683 | 815 | 0.0% | 0.0% | 77 | +3,260 | 134.54% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,634 | 808 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 5,531 | 793 | 0.02% | 0.02% | 79 | -2,530 | -31.39% | Q2 2026 | Jul 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,271 | 756 | 0.0% | 0.0% | 80 | -191 | -3.5% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,249 | 753 | 0.0% | 0.0% | 81 | +805 | 18.11% | Q2 2026 | Jul 22, 2026 |
| Quantbot Technologies LP | History | Reduced | 5,156 | 739 | 0.03% | 0.03% | 82 | -1,058 | -17.03% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,690 | 673 | 0.0% | 0.01% | 83 | -27,984 | -85.65% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 4,412 | 633 | 0.0% | — | 84 | +4,412 | New | Q2 2026 | Aug 07, 2026 |
| ALLSTATE CORP | History | New | 4,304 | 617 | 0.01% | — | 85 | +4,304 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 4,195 | 601 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,125 | 592 | 0.0% | 0.0% | 87 | -112 | -2.64% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 3,934 | 572 | 0.0% | 0.0% | 88 | +1,352 | 52.36% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 3,750 | 538 | 0.0% | 0.0% | 89 | +116 | 3.19% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | New | 3,724 | 534 | 0.02% | — | 91 | +3,724 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 3,726 | 534 | 0.0% | 0.0% | 90 | -1,502 | -28.73% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 3,479 | 499 | 0.01% | 0.01% | 92 | +33 | 0.96% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 3,642 | 489 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 3,290 | 472 | 0.01% | 0.0% | 94 | +849 | 34.78% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | Reduced | 3,078 | 441 | 0.0% | 0.0% | 95 | -1,112 | -26.54% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 3,054 | 438 | 0.0% | — | 96 | +3,054 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,944 | 422 | 0.0% | 0.0% | 97 | -62 | -2.06% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,900 | 416 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 3,054 | 409 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,853 | 409 | 0.1% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 2,809 | 403 | 0.01% | — | 101 | +2,809 | New | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 2,805 | 402 | 0.0% | 0.0% | 102 | +1,133 | 67.76% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 2,800 | 401 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,619 | 375 | 0.0% | 0.0% | 104 | -122 | -4.45% | Q2 2026 | Sep 09, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 2,599 | 372 | 0.02% | 0.02% | 105 | +1,001 | 62.64% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,591 | 371 | 0.01% | 0.01% | 106 | -306 | -10.56% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | Added to | 2,533 | 363 | 0.0% | 0.0% | 107 | +2,459 | 3322.97% | Q2 2026 | Aug 10, 2026 |
| INCEPTIONR LLC | History | New | 2,502 | 359 | 0.09% | — | 108 | +2,502 | New | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,458 | 352 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 2,618 | 351 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,393 | 343 | 0.01% | 0.01% | 111 | -45 | -1.85% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Wealth | History | New | 2,328 | 334 | 0.0% | — | 112 | +2,328 | New | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,300 | 333 | 0.02% | 0.0% | 114 | +2,100 | 1050.0% | Q2 2026 | Jul 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,332 | 333 | 0.0% | 0.0% | 113 | -1,065 | -31.35% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,309 | 331 | 0.0% | 0.0% | 115 | -44 | -1.87% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,295 | 329 | 0.0% | 0.0% | 116 | -558 | -19.56% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | New | 2,121 | 304 | 0.0% | — | 117 | +2,121 | New | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | New | 2,064 | 296 | 0.01% | — | 118 | +2,064 | New | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,859 | 266 | 0.0% | 0.01% | 119 | -2,735 | -59.53% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,816 | 260 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,809 | 259 | 0.0% | 0.0% | 121 | -787 | -30.32% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 1,755 | 251 | 0.0% | 0.0% | 122 | -9 | -0.51% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,697 | 243 | 0.0% | 0.0% | 124 | +1,284 | 310.9% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,691 | 243 | 0.0% | 0.0% | 123 | -138 | -7.55% | Q2 2026 | Jul 23, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 1,670 | 239 | 0.06% | 0.1% | 125 | -948 | -36.21% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,665 | 238 | 0.0% | 0.0% | 126 | -21 | -1.25% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,609 | 231 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,602 | 229 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 1,556 | 223 | 0.0% | 0.0% | 129 | -9,240 | -85.59% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 1,513 | 217 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | New | 1,510 | 216 | 0.0% | — | 131 | +1,510 | New | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,481 | 212 | 0.0% | 0.0% | 132 | -92 | -5.85% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,465 | 210 | 0.0% | 0.0% | 133 | -25 | -1.68% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 1,458 | 209 | 0.0% | 0.0% | 134 | +22 | 1.53% | Q2 2026 | Jul 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 1,439 | 206 | 0.0% | — | 135 | +1,439 | New | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 1,429 | 205 | 0.0% | — | 136 | +1,429 | New | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | New | 1,402 | 201 | 0.0% | — | 137 | +1,402 | New | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,400 | 200 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,261 | 180 | 0.0% | 0.0% | 139 | +356 | 39.34% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,190 | 170 | 0.01% | 0.01% | 140 | -1,049 | -46.85% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 1,026 | 147 | 0.0% | — | 141 | +1,026 | New | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 143 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 777 | 111 | 0.0% | 0.0% | 143 | +171 | 28.22% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 648 | 93 | 0.0% | 0.0% | 144 | +475 | 274.57% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 589 | 84 | 0.0% | 0.0% | 145 | +218 | 58.76% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 549 | 78 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 515 | 73 | 0.0% | 0.0% | 147 | -50 | -8.85% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 485 | 70 | 0.0% | 0.0% | 148 | -1,807 | -78.84% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 358 | 51 | 0.0% | 0.0% | 149 | +2 | 0.56% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 308 | 45 | 0.0% | 0.0% | 150 | +182 | 144.44% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 289 | 41 | 0.0% | 0.0% | 151 | +20 | 7.43% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Added to | 273 | 39 | 0.0% | 0.0% | 152 | +15 | 5.81% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 270 | 38 | 0.0% | 0.0% | 153 | +125 | 86.21% | Q2 2026 | Jul 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 255 | 36 | 0.0% | 0.0% | 154 | +147 | 136.11% | Q2 2026 | Jul 24, 2026 |
| Caitlin John, LLC | History | Reduced | 246 | 35 | 0.02% | 0.11% | 155 | -1,111 | -81.87% | Q2 2026 | Aug 17, 2026 |
| Essential Partners LLC | History | Added to | 249 | 35 | 0.02% | 0.01% | 156 | +137 | 122.32% | Q2 2026 | Aug 10, 2026 |
| KBC Group NV | History | No change | 240 | 34 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 184 | 26 | 0.0% | 0.0% | 158 | -289 | -61.1% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 181 | 25 | 0.0% | 0.0% | 159 | +111 | 158.57% | Q2 2026 | Jul 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 171 | 24 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 140 | 20 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 139 | 20 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 136 | 19 | 0.0% | 0.0% | 163 | +25 | 22.52% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 136 | 19 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 129 | 18 | 0.0% | 0.0% | 165 | -85 | -39.72% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 117 | 16 | 0.0% | — | 168 | +117 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 114 | 16 | 0.0% | 0.0% | 166 | +56 | 96.55% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 115 | 16 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 105 | 15 | 0.0% | 0.0% | 169 | +56 | 114.29% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 100 | 14 | 0.0% | 0.0% | 171 | -50 | -33.33% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 104 | 14 | 0.0% | 0.0% | 170 | +8 | 8.33% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 86 | 12 | 0.0% | 0.0% | 172 | +1 | 1.18% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 90 | 12 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 75 | 10 | 0.0% | 0.0% | 174 | -74 | -49.66% | Q2 2026 | Aug 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 500 | 10 | 0.01% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 62 | 8 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 50 | 7 | 0.0% | 0.0% | 178 | +33 | 194.12% | Q2 2026 | Jul 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 49 | 7 | 0.0% | 0.0% | 177 | +29 | 145.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | New | 45 | 6 | 0.0% | — | 181 | +45 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 47 | 6 | 0.0% | 0.0% | 179 | +11 | 30.56% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 37 | 5 | 0.0% | 0.0% | 185 | +27 | 270.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 32 | 5 | 0.0% | 0.0% | 182 | +21 | 190.91% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40 | 5 | 0.0% | 0.0% | 183 | +16 | 66.67% | Q2 2026 | Jul 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 39 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | Reduced | 31 | 4 | 0.0% | 0.0% | 188 | -103 | -76.87% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 29 | 4 | 0.0% | — | 191 | +29 | New | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | New | 28 | 4 | 0.0% | — | 192 | +28 | New | Q2 2026 | Aug 18, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 30 | 4 | 0.0% | 0.0% | 187 | +8 | 36.36% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 25 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sachetta, LLC | History | New | 26 | 3 | 0.0% | — | 196 | +26 | New | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 21 | 3 | 0.0% | — | 197 | +21 | New | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 24 | 3 | 0.0% | 0.0% | 195 | +10 | 71.43% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 27 | 3 | 0.0% | 0.0% | 193 | +7 | 35.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | New | 20 | 2 | 0.0% | — | 202 | +20 | New | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Added to | 11 | 2 | 0.0% | 0.0% | 200 | +6 | 120.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | No change | 16 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Centerpoint Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | Added to | 9 | 1 | 0.0% | — | 209 | +8 | 800.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 8 | 1 | 0.0% | — | 213 | +8 | New | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | New | 8 | 1 | 0.0% | — | 214 | +8 | New | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13 | 1 | 0.0% | 0.0% | 203 | +1 | 8.33% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | Added to | 11 | 1 | 0.0% | 0.0% | 212 | +1 | 10.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 12 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COUNTRY TRUST BANK | History | No change | 7 | 1 | 0.0% | — | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 12 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 7 | 1 | 0.0% | — | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -59,210 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -21,461 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15,707 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -12,325 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,675 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.29% | — | -5,806 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,970 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,955 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q2 2026 | Aug 25, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,982 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,377 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,970 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q2 2026 | Jul 10, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,760 | -100.0% | Q2 2026 | Aug 05, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,677 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,657 | -100.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,570 | -100.0% | Q2 2026 | Jul 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -646 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q2 2026 | Jul 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2 | 0 | — | 0.0% | — | -11 | -84.62% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -7 | -63.64% | Q2 2026 | Aug 28, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Stone House Investment Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 6 | 0 | — | — | — | +5 | 500.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q2 2026 | Jul 24, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JNBA Financial Advisors | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fairman Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |