VSE CORP - VSEC
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 | 5,197,323 | 1,090,851 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,145,370 | 540,212 | 0.35% | 0.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,204,321 | 479,290 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,242,190 | 283,840 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,961,794 | 270,563 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,028,481 | 235,007 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Durable Capital Partners LP | History | No change | 980,310 | 224,000 | 2.18% | 2.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENDUR CAPITAL LP | History | No change | 1,151,400 | 206,874 | 10.86% | 10.86% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 842,415 | 192,147 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 829,201 | 189,472 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 807,808 | 184,615 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital World Investors | History | No change | 805,643 | 184,089 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 647,205 | 147,886 | 2.41% | 2.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 631,452 | 144,286 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 645,296 | 143,179 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 923,078 | 134,962 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 556,285 | 127,111 | 0.35% | 0.35% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 582,457 | 122,064 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 531,669 | 121,487 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AltraVue Capital, LLC | History | No change | 514,157 | 117,484 | 8.47% | 8.47% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artisan Partners Limited Partnership | History | No change | 453,393 | 103,600 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 449,683 | 102,752 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 446,705 | 102,066 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 390,312 | 89,186 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 369,885 | 84,518 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hood River Capital Management LLC | History | No change | 330,182 | 75,446 | 0.55% | 0.55% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 327,743 | 74,889 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 323,152 | 73,840 | 1.74% | 1.74% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 314,552 | 71,875 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 333,830 | 66,840 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 291,364 | 66,576 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stephens Investment Management Group LLC | History | No change | 280,307 | 64,050 | 0.69% | 0.69% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 275,454 | 61,997 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 428,510 | 59,798 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 246,712 | 56,373 | 0.19% | 0.19% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 217,729 | 49,751 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 216,567 | 49,485 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 210,150 | 48,019 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 209,628 | 47,899 | 1.68% | 1.68% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIL Ltd | History | No change | 195,402 | 44,649 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 193,011 | 44,103 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 187,190 | 42,772 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 207,328 | 41,921 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Capital Management LLC | History | No change | 183,142 | 41,847 | 3.45% | 3.45% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Advisors LLC | History | No change | 682,067 | 39,334 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 165,669 | 37,855 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | No change | 149,114 | 34,072 | 5.34% | 5.34% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | No change | 136,807 | 31,260 | 0.82% | 0.82% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 135,699 | 31,007 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 156,095 | 30,711 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 128,934 | 29,461 | 1.32% | 1.32% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 122,081 | 27,895 | 8.47% | 8.47% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 120,327 | 27,494 | 0.34% | 0.34% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENSICO CAPITAL MANAGEMENT CORP | History | No change | 119,600 | 27,328 | 0.47% | 0.47% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 116,779 | 26,684 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 110,695 | 25,293 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 100,557 | 22,977 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 100,166 | 22,887 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 96,414 | 22,030 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 90,364 | 20,648 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 90,000 | 20,565 | 0.83% | 0.83% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,109 | 20,361 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 87,056 | 19,892 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 86,098 | 19,673 | 0.41% | 0.41% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 85,027 | 19,428 | 0.23% | 0.23% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 82,533 | 18,858 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 82,232 | 18,790 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 81,931 | 18,721 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DF DENT & CO INC | History | No change | 77,573 | 17,725 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 77,540 | 17,717 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 71,699 | 16,383 | 0.77% | 0.77% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 68,366 | 15,621 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hudson Bay Capital Management LP | History | No change | 67,502 | 15,424 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 65,478 | 14,961 | 1.55% | 1.55% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 91,392 | 14,837 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legal & General Group Plc | History | No change | 62,772 | 14,343 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 62,400 | 14,258 | 0.59% | 0.59% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 230,152 | 13,272 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 58,080 | 13,271 | 1.1% | 1.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 57,611 | 13,164 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Investment Partners, LLC | History | No change | 57,200 | 13,070 | 0.67% | 0.67% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 55,889 | 12,770 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 53,483 | 12,220 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 53,478 | 12,219 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 52,500 | 11,996 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | History | No change | 52,500 | 11,996 | 1.23% | 1.23% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | No change | 33,676 | 11,540 | 1.42% | 1.42% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aequim Alternative Investments LP | History | No change | 200,000 | 11,534 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 50,113 | 11,450 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 11,425 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 48,216 | 11,017 | 0.3% | 0.3% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 47,041 | 10,748 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 46,831 | 10,700 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal Advantage Investments, Inc. | History | No change | 45,857 | 10,478 | 3.67% | 3.67% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 45,562 | 10,410 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 45,422 | 10,378 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 100,758 | 9,739 | 1.38% | 1.38% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | No change | 41,933 | 9,581 | 4.55% | 4.55% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 160,080 | 9,252 | 0.54% | 0.54% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 37,536 | 8,576 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayberry Capital Partners LP | History | No change | 37,400 | 8,545 | 2.94% | 2.94% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 36,729 | 8,392 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,898 | 8,279 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 32,909 | 7,519 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | No change | 32,190 | 7,355 | 1.23% | 1.23% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 31,424 | 7,180 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 30,796 | 7,036 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 29,853 | 6,821 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 29,680 | 6,781 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 44,116 | 6,753 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,061 | 6,640 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 28,825 | 6,586 | 1.18% | 1.18% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 28,578 | 6,530 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | No change | 28,386 | 6,486 | 0.58% | 0.58% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 26,975 | 6,163 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 56,502 | 6,022 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25,451 | 5,815 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 25,112 | 5,738 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jump Financial, LLC | History | No change | 24,800 | 5,666 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hendershot Investments Inc. | History | No change | 24,055 | 5,496 | 0.72% | 0.72% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 61,385 | 5,484 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 23,955 | 5,473 | 0.36% | 0.36% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 94,240 | 5,434 | 0.32% | 0.32% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 23,620 | 5,397 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 22,573 | 5,153 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lisanti Capital Growth, LLC | History | No change | 21,754 | 4,970 | 1.09% | 1.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Future Fund LLC | History | No change | 21,577 | 4,930 | 1.41% | 1.41% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 21,545 | 4,923 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 20,631 | 4,714 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,969 | 4,562 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 19,864 | 4,536 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 19,815 | 4,527 | 0.96% | 0.96% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GABELLI FUNDS LLC | History | No change | 97,000 | 4,497 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 18,946 | 4,329 | 0.64% | 0.64% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 74,709 | 4,327 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 18,929 | 4,325 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 18,750 | 4,284 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,208 | 4,160 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jefferies Financial Group Inc. | History | No change | 43,179 | 4,105 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 17,522 | 4,004 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,475 | 3,764 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 16,301 | 3,724 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 16,107 | 3,680 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 15,884 | 3,629 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,630 | 3,571 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvest Investment Services, LLC | History | No change | 15,248 | 3,484 | 0.54% | 0.54% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 58,852 | 3,393 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,569 | 3,329 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | No change | 57,135 | 3,316 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,992 | 3,197 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Expect Equity LLC | History | No change | 13,617 | 3,111 | 2.0% | 2.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,300 | 3,039 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 13,298 | 3,038 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,083 | 2,989 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,984 | 2,966 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 12,922 | 2,953 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 12,694 | 2,900 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | No change | 12,563 | 2,870 | 0.21% | 0.21% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Louisiana State Employees Retirement System | History | No change | 12,300 | 2,810 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | No change | 12,184 | 2,783 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,980 | 2,777 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 13,006 | 2,748 | 0.5% | 0.5% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 11,698 | 2,672 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,503 | 2,628 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,478 | 2,622 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 11,140 | 2,545 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,999 | 2,513 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | No change | 10,623 | 2,427 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AGF MANAGEMENT LTD | History | No change | 41,500 | 2,393 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Capital Management, LLC | History | No change | 12,758 | 2,352 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,051 | 2,296 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | No change | 10,236 | 2,289 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,875 | 2,256 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,659 | 2,207 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,626 | 2,199 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 9,508 | 2,172 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,240 | 2,111 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 8,947 | 2,044 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,922 | 2,038 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,091 | 1,999 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 8,748 | 1,998 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,518 | 1,946 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,500 | 1,942 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,432 | 1,926 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,352 | 1,908 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,022 | 1,833 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,860 | 1,796 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 7,811 | 1,751 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,664 | 1,751 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 7,661 | 1,750 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | No change | 7,544 | 1,724 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | No change | 7,354 | 1,680 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | No change | 7,267 | 1,660 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 7,082 | 1,618 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,033 | 1,607 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 6,964 | 1,591 | 0.37% | 0.37% | 196 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,956 | 1,589 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6,955 | 1,589 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | No change | 6,667 | 1,523 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 6,653 | 1,520 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,652 | 1,519 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verition Fund Management LLC | History | No change | 6,555 | 1,497 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 6,512 | 1,487 | 0.17% | 0.17% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,400 | 1,462 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diametric Capital, LP | History | No change | 6,328 | 1,445 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 6,264 | 1,431 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 6,100 | 1,393 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,023 | 1,376 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,000 | 1,371 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 5,417 | 1,237 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Talon Private Wealth, LLC | History | No change | 5,417 | 1,237 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Wellington Grp LLC | History | No change | 5,283 | 1,207 | 0.32% | 0.32% | 212 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rafferty Asset Management, LLC | History | No change | 5,241 | 1,197 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,119 | 1,169 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,119 | 1,169 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Elequin Capital, LP | History | No change | 4,996 | 1,141 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,900 | 1,119 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | No change | 4,580 | 1,046 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,527 | 1,034 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 4,424 | 1,010 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BDFS Capital LLC | History | No change | 4,362 | 996 | 0.43% | 0.43% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,094 | 935 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,085 | 933 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,081 | 932 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 4,099 | 924 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | No change | 4,038 | 922 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 4,028 | 920 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 4,000 | 914 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 3,909 | 893 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 3,834 | 876 | 0.53% | 0.53% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 3,569 | 815 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cynosure Group, LLC | History | No change | 3,562 | 813 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,522 | 804 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blackstone Inc. | History | No change | 3,484 | 796 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 3,464 | 791 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TradeLink Capital LLC | History | No change | 3,375 | 771 | 7.58% | 7.58% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,300 | 754 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| M&T BANK CORP | History | No change | 3,106 | 709 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bauman Advisory Group, LLC | History | No change | 3,091 | 706 | 0.37% | 0.37% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | No change | 3,010 | 687 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XPONANCE LLC | History | No change | 3,004 | 686 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 3,000 | 685 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 3,000 | 685 | 0.36% | 0.36% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GatePass Capital, LLC | History | No change | 3,000 | 685 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOMURA HOLDINGS INC | History | No change | 2,824 | 645 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 2,800 | 639 | 0.13% | 0.13% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STRS OHIO | History | No change | 2,700 | 616 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,615 | 598 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,570 | 587 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,426 | 554 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,286 | 522 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,209 | 504 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,188 | 499 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | No change | 2,148 | 490 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,134 | 487 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 2,132 | 487 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 2,113 | 482 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,106 | 481 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwave Capital, LLC | History | No change | 2,104 | 480 | 0.26% | 0.26% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,065 | 471 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,048 | 468 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kohlberg Kravis Roberts & Co. L.P. | History | No change | 8,000 | 461 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,978 | 451 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 1,895 | 433 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 1,891 | 432 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 1,867 | 426 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 1,859 | 424 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 1,801 | 411 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 1,735 | 396 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,724 | 393 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,674 | 380 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,620 | 370 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,621 | 370 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,613 | 369 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,586 | 362 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | No change | 1,588 | 362 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PROFUND ADVISORS LLC | History | No change | 1,581 | 361 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 6,192 | 357 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,562 | 357 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 1,552 | 355 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,555 | 355 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| City Center Advisors, LLC | History | No change | 1,556 | 355 | 0.29% | 0.29% | 282 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,527 | 348 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,000 | 346 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 1,499 | 342 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 5,935 | 342 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Militia Capital Management LLC | History | No change | 1,484 | 339 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,400 | 319 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 1,400 | 319 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 1,396 | 318 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,371 | 313 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DnB Asset Management AS | History | No change | 1,331 | 304 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | No change | 1,315 | 300 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 1,290 | 294 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRC Group Holdings, Inc. | History | No change | 1,283 | 293 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 1,261 | 288 | 0.06% | 0.06% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,200 | 274 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 1,170 | 267 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 1,114 | 255 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Enclave Advisors LLC | History | No change | 1,120 | 255 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 1,098 | 250 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,088 | 248 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,081 | 247 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISTA FINANCE, LLC | History | No change | 1,074 | 245 | 0.14% | 0.14% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 1,051 | 240 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,037 | 236 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quantbot Technologies LP | History | No change | 1,026 | 234 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,019 | 232 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,000 | 228 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Argent Trust Co | History | No change | 998 | 228 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 996 | 227 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 961 | 219 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 942 | 215 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 931 | 212 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 920 | 210 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 908 | 207 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 899 | 205 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aspect Partners, LLC | History | No change | 880 | 201 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| State of Wyoming | History | No change | 862 | 196 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 776 | 177 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Truvestments Capital LLC | History | No change | 646 | 147 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 600 | 137 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 562 | 128 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 544 | 124 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 504 | 115 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 504 | 115 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ares Systematic Credit Ltd | History | No change | 1,961 | 113 | 0.07% | 0.07% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 481 | 109 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 465 | 106 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Persistent Asset Partners Ltd | History | No change | 396 | 90 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leonteq Securities AG | History | No change | 341 | 77 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOM Asset Management Ltd | History | No change | 325 | 74 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 294 | 67 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 286 | 65 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 283 | 64 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 276 | 63 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | No change | 276 | 63 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 256 | 58 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 257 | 58 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 225 | 51 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 219 | 50 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 194 | 44 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 178 | 40 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 144 | 32 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 139 | 31 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 129 | 29 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 127 | 29 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| UMB Bank, n.a. | History | No change | 116 | 26 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 115 | 26 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 108 | 24 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| REAP Financial Group, LLC | History | No change | 100 | 22 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 90 | 20 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 61 | 13 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 55 | 12 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 52 | 11 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 43 | 10 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 46 | 10 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 39 | 8 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 39 | 8 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 38 | 8 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 36 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 36 | 8 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 31 | 7 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bare Financial Services, Inc | History | No change | 34 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 30 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 36 | 5 | 0.0% | 0.0% | 369 | +14 | 63.64% | Q3 2026 | Oct 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25 | 5 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 5 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Financial Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |