Vestis Corp - VSTS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Corvex Management LP | History | No change | 19,813,963 | 287,698 | 8.79% | 8.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 15,985,608 | 232,111 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 9,822,941 | 142,629 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alberta Investment Management Corp | History | No change | 5,500,000 | 79,860 | 0.45% | 0.45% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenstone Partners & Co., LLC | History | No change | 5,094,356 | 73,970 | 17.1% | 17.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,989,582 | 72,449 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,971,162 | 72,181 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,960,411 | 66,272 | 0.01% | 0.01% | 8 | +677,962 | 15.83% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,477,660 | 65,015 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,337,120 | 63,006 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Park West Asset Management LLC | History | No change | 3,037,983 | 44,111 | 3.01% | 3.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,911,277 | 42,271 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,612,432 | 37,939 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broad Bay Capital Management, LP | History | No change | 2,310,000 | 33,541 | 3.13% | 3.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 2,093,630 | 30,398 | 0.59% | 0.59% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stanley Capital Management, LLC | History | No change | 2,041,107 | 29,636 | 3.93% | 3.93% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,999,805 | 29,037 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOONE CAPITAL MANAGEMENT LLC | History | No change | 1,900,140 | 27,590 | 6.45% | 6.45% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,731,475 | 23,132 | 0.17% | 0.11% | 19 | +550,000 | 46.55% | Q3 2026 | Nov 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,583,362 | 22,990 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,151,287 | 16,716 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,139,811 | 16,550 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,109,557 | 16,110 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,091,062 | 15,842 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,025,411 | 14,888 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 920,000 | 13,358 | 0.55% | 0.55% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 849,701 | 12,337 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 767,187 | 11,140 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | No change | 762,074 | 11,065 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 737,622 | 10,710 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 738,733 | 10,700 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 735,962 | 10,686 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 796,174 | 10,636 | 0.29% | 0.34% | 33 | -84,490 | -9.59% | Q3 2026 | Nov 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 635,453 | 9,226 | 0.16% | 0.16% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 607,637 | 8,822 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Capital Investments, LLC | History | No change | 607,335 | 8,818 | 2.41% | 2.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 625,723 | 8,359 | 0.0% | 0.0% | 37 | -19,449 | -3.01% | Q3 2026 | Nov 05, 2026 |
| BESSEMER GROUP INC | History | No change | 553,473 | 8,038 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 537,580 | 7,805 | 0.34% | 0.34% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 535,453 | 7,774 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 491,313 | 7,133 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 529,658 | 7,076 | 0.0% | 0.0% | 42 | -12,626 | -2.33% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 464,574 | 6,745 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QSM Asset Management Ltd | History | No change | 442,390 | 5,970 | 2.45% | 3.31% | 44 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 385,771 | 5,601 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 342,100 | 4,967 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 331,000 | 4,806 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 324,529 | 4,712 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 294,524 | 4,276 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 282,694 | 4,104 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 280,042 | 4,066 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 263,442 | 3,825 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 257,706 | 3,741 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 240,526 | 3,492 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | No change | 231,264 | 3,357 | 3.0% | 3.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 227,999 | 3,310 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Point Advisors, LLC | History | No change | 211,477 | 3,070 | 1.4% | 1.4% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 206,577 | 2,999 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 201,884 | 2,931 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 198,550 | 2,882 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 176,704 | 2,620 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 177,294 | 2,574 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXON CAPITAL LP | History | New | 182,000 | 2,431 | 4.51% | — | 63 | +182,000 | New | Q3 2026 | Oct 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 166,537 | 2,418 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 164,030 | 2,381 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 174,893 | 2,336 | 0.05% | 0.04% | 66 | +39,104 | 28.8% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | No change | 152,875 | 2,219 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 150,000 | 2,178 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 149,215 | 2,166 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 148,900 | 2,162 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 146,604 | 1,958 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 146,200 | 1,953 | 0.01% | 0.0% | 72 | +115,000 | 368.59% | Q3 2026 | Oct 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 130,902 | 1,901 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 113,111 | 1,642 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 112,310 | 1,630 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Range Financial Group LLC | History | Added to | 120,196 | 1,605 | 0.44% | 0.47% | 76 | +2,586 | 2.2% | Q3 2026 | Oct 20, 2026 |
| Trexquant Investment LP | History | No change | 108,062 | 1,569 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 115,979 | 1,549 | 0.53% | 0.56% | 78 | -1,142 | -0.98% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 104,602 | 1,518 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 104,495 | 1,517 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 102,452 | 1,487 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 101,278 | 1,470 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINTON GROUP Ltd | History | No change | 100,064 | 1,452 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 96,571 | 1,402 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 91,613 | 1,330 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 89,632 | 1,296 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 86,169 | 1,251 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 85,229 | 1,237 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 91,961 | 1,228 | 0.0% | 0.0% | 89 | -3,932 | -4.1% | Q3 2026 | Nov 02, 2026 |
| Savant Capital, LLC | History | No change | 108,910 | 1,213 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 81,247 | 1,179 | 0.42% | 0.42% | 91 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 81,247 | 1,179 | 0.28% | 0.28% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 85,932 | 1,148 | 0.0% | 0.0% | 93 | -87,063 | -50.33% | Q3 2026 | Nov 04, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 76,569 | 1,111 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 76,300 | 1,107 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 73,429 | 1,066 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 135,120 | 1,062 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 72,963 | 1,059 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 70,608 | 943 | 0.0% | 0.0% | 99 | -15,725 | -18.21% | Q3 2026 | Nov 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 68,289 | 912 | 0.0% | — | 100 | +68,289 | New | Q3 2026 | Nov 02, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 62,299 | 904 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 63,937 | 854 | 0.0% | 0.0% | 102 | -137 | -0.21% | Q3 2026 | Oct 22, 2026 |
| AE Wealth Management LLC | History | No change | 56,841 | 825 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 54,913 | 797 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 54,824 | 796 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 54,985 | 734 | 0.01% | 0.01% | 106 | -3,945 | -6.69% | Q3 2026 | Nov 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 49,760 | 722 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 49,058 | 712 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 47,300 | 631 | 0.01% | 0.01% | 109 | -1,900 | -3.86% | Q3 2026 | Oct 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 42,647 | 619 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 46,201 | 617 | 0.05% | 0.01% | 111 | +38,197 | 477.22% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 43,518 | 581 | 0.0% | 0.0% | 112 | -1,603 | -3.55% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 36,775 | 533 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 36,507 | 530 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 36,318 | 527 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 35,300 | 512 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 35,000 | 508 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 34,968 | 507 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 34,624 | 502 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,713 | 489 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 34,855 | 465 | 0.0% | 0.0% | 121 | +20,055 | 135.51% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | Added to | 34,200 | 456 | 0.0% | 0.0% | 122 | +7,000 | 25.74% | Q3 2026 | Oct 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,367 | 455 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 31,293 | 454 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 30,927 | 449 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,329 | 438 | 0.0% | 0.0% | 126 | +837 | 2.74% | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 30,109 | 437 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 28,539 | 414 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 28,279 | 410 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,739 | 402 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,700 | 402 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,432 | 398 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 27,124 | 393 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 27,095 | 393 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 26,273 | 381 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,289 | 378 | 0.0% | 0.0% | 136 | -1,350 | -4.55% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 28,103 | 375 | 0.0% | 0.0% | 137 | -1,901 | -6.34% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Added to | 27,913 | 372 | 0.0% | 0.0% | 138 | +607 | 2.22% | Q3 2026 | Nov 03, 2026 |
| FourThought Financial Partners, LLC | History | No change | 25,486 | 370 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,005 | 363 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 26,668 | 356 | 0.01% | 0.01% | 141 | +4,328 | 19.37% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 26,156 | 349 | 0.0% | 0.0% | 143 | -472 | -1.77% | Q3 2026 | Nov 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,159 | 349 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 24,877 | 332 | 0.0% | 0.0% | 144 | -600 | -2.36% | Q3 2026 | Oct 29, 2026 |
| Hilltop Holdings Inc. | History | No change | 22,486 | 326 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 24,344 | 325 | 0.01% | 0.0% | 146 | +8,123 | 50.08% | Q3 2026 | Nov 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 24,315 | 324 | 0.0% | — | 147 | +24,315 | New | Q3 2026 | Oct 20, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 23,743 | 317 | 0.0% | 0.01% | 148 | -20,238 | -46.02% | Q3 2026 | Oct 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,122 | 306 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 20,889 | 303 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 20,442 | 296 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,284 | 294 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,185 | 293 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | New | 20,837 | 278 | 0.0% | — | 154 | +20,837 | New | Q3 2026 | Oct 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 18,434 | 267 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Impact Capital Partners LLC | History | Reduced | 19,812 | 264 | 0.07% | 0.08% | 156 | -889 | -4.29% | Q3 2026 | Oct 22, 2026 |
| Abacus Planning Group, Inc. | History | No change | 18,798 | 251 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Massar Capital Management, LP | History | No change | 17,353 | 251 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 17,193 | 249 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 16,172 | 234 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Jain Global LLC | History | No change | 16,121 | 234 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,847 | 230 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15,763 | 228 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 15,440 | 224 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,536 | 211 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 14,559 | 211 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,389 | 209 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | No change | 14,399 | 209 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,504 | 207 | 0.0% | 0.0% | 169 | +234 | 1.53% | Q3 2026 | Oct 23, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,530 | 207 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 13,846 | 201 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnetar Financial LLC | History | No change | 13,571 | 197 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 14,500 | 193 | 0.0% | 0.0% | 173 | +5,733 | 65.39% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,289 | 192 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 13,701 | 191 | 0.0% | 0.01% | 175 | +157 | 1.16% | Q3 2026 | Oct 09, 2026 |
| Voleon Capital Management LP | History | No change | 13,011 | 188 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,842 | 186 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | New | 13,680 | 182 | 0.0% | — | 178 | +13,680 | New | Q3 2026 | Nov 05, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 12,960 | 173 | 0.02% | — | 180 | +12,960 | New | Q3 2026 | Oct 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,964 | 173 | 0.0% | 0.0% | 179 | -525 | -3.89% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,937 | 172 | 0.0% | 0.0% | 181 | +1,414 | 12.27% | Q3 2026 | Nov 02, 2026 |
| FEDERATED HERMES, INC. | History | No change | 11,882 | 172 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 12,668 | 169 | 0.0% | 0.0% | 183 | -193 | -1.5% | Q3 2026 | Oct 23, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 11,296 | 164 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Capital Group, LLC | History | Added to | 12,063 | 161 | 0.01% | 0.01% | 185 | +84 | 0.7% | Q3 2026 | Oct 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,042 | 160 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 10,883 | 158 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,415 | 151 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 11,276 | 150 | 0.02% | 0.02% | 189 | -120 | -1.05% | Q3 2026 | Oct 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 10,910 | 145 | 0.0% | 0.0% | 191 | -355 | -3.15% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,999 | 145 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Park Capital Management, LLC / WI | History | New | 10,813 | 144 | 0.07% | — | 192 | +10,813 | New | Q3 2026 | Oct 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 9,481 | 137 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Reduced | 10,121 | 135 | 0.0% | 0.0% | 194 | -605 | -5.64% | Q3 2026 | Oct 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,734 | 126 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,618 | 125 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 8,592 | 124 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,441 | 122 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,341 | 121 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,117 | 108 | 0.0% | 0.0% | 201 | -408,983 | -98.05% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,493 | 108 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6,846 | 99 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 7,389 | 98 | 0.0% | 0.0% | 203 | +149 | 2.06% | Q3 2026 | Nov 05, 2026 |
| BFSG, LLC | History | Reduced | 7,262 | 97 | 0.01% | 0.01% | 204 | -744 | -9.29% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,235 | 96 | 0.0% | 0.0% | 205 | +1,993 | 38.02% | Q3 2026 | Oct 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 6,419 | 85 | 0.0% | 0.0% | 206 | +657 | 11.4% | Q3 2026 | Oct 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,443 | 79 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Versant Capital Management, Inc | History | No change | 5,605 | 74 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 5,503 | 73 | 0.0% | 0.0% | 209 | +1,269 | 29.97% | Q3 2026 | Oct 08, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 3,245 | 47 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | New | 3,479 | 46 | 0.0% | — | 211 | +3,479 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,268 | 43 | 0.0% | 0.0% | 212 | +100 | 3.16% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,160 | 42 | 0.0% | 0.0% | 213 | +1,386 | 78.13% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,101 | 41 | 0.0% | 0.0% | 214 | +712 | 29.8% | Q3 2026 | Nov 03, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 2,669 | 35 | 0.0% | — | 215 | +2,669 | New | Q3 2026 | Nov 05, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 2,189 | 30 | 0.0% | — | 217 | +2,189 | New | Q3 2026 | Oct 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,100 | 30 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,074 | 27 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 1,818 | 24 | 0.01% | — | 220 | +1,818 | New | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,811 | 24 | 0.0% | 0.0% | 219 | -63 | -3.36% | Q3 2026 | Oct 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,608 | 23 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 1,609 | 23 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,329 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,358 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,403 | 18 | 0.0% | — | 225 | +1,386 | 8152.94% | Q3 2026 | Oct 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,301 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,370 | 18 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,242 | 17 | 0.0% | 0.0% | 230 | +242 | 24.2% | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 1,184 | 17 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,226 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,132 | 16 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,055 | 15 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 953 | 13 | 0.0% | 0.0% | 233 | -521 | -35.35% | Q3 2026 | Oct 22, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,031 | 13 | 0.01% | 0.01% | 235 | +86 | 9.1% | Q3 2026 | Nov 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 879 | 13 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 1,002 | 13 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 897 | 11 | 0.0% | 0.01% | 239 | -2,000 | -69.04% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 863 | 11 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 875 | 11 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 703 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 603 | 8 | 0.0% | 0.0% | 242 | -261 | -30.21% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 600 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 568 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 534 | 7 | 0.0% | 0.0% | 244 | +74 | 16.09% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 547 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 516 | 6 | 0.0% | 0.0% | 246 | +221 | 74.92% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 475 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Wealth Management, LLC | History | New | 305 | 4 | 0.0% | — | 249 | +305 | New | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 291 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 265 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 247 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 206 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 156 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| North Star Investment Management Corp. | History | No change | 200 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 144 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 215 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 160 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 156 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 108 | 1 | 0.0% | 0.0% | 266 | -49 | -31.21% | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 103 | 1 | 0.0% | — | 260 | +47 | 83.93% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 86 | 1 | 0.0% | 0.0% | 267 | -37 | -30.08% | Q3 2026 | Oct 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 80 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clean Yield Group | History | No change | 113 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | No change | 98 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 117 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 138 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | No change | 94 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 1.42% | — | -286,744 | -100.0% | Q3 2026 | Oct 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,078 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Carnegie Lake Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,725 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,798 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -3,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -879 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 28 | 0 | — | — | — | -4 | -12.5% | Q3 2026 | Oct 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Davis Capital Management | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q3 2026 | Oct 08, 2026 |
| Abound Wealth Management | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q3 2026 | Oct 26, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 59 | 0 | — | — | — | -1 | -1.67% | Q3 2026 | Oct 30, 2026 |
| FIRST HORIZON CORP | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bogart Wealth, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quent Capital, LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Investors Portfolio Services LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |