NCR Voyix Corp - VYX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Greenhouse Funds LLLP | History | No change | 24,116,915 | 197,035 | 10.07% | 10.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 22,559,376 | 184,310 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | No change | 10,834,553 | 88,518 | 5.37% | 5.37% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 10,808,473 | 88,305 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,223,329 | 50,767 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,210,604 | 50,740 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 6,173,732 | 50,439 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 6,079,117 | 49,666 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 6,017,676 | 49,162 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Pacific Advisors, LP | History | No change | 5,413,012 | 44,224 | 0.55% | 0.55% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 4,522,976 | 36,952 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 4,329,342 | 35,370 | 0.93% | 0.93% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 4,150,000 | 33,905 | 0.87% | 0.87% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,596,982 | 29,393 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 3,383,152 | 27,640 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,301,936 | 26,976 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 3,273,670 | 26,743 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearline Capital LP | History | No change | 2,756,544 | 22,520 | 1.34% | 1.34% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 26,024 | 21,036 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,402,726 | 19,630 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,954,630 | 15,969 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,886,924 | 15,416 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,231,139 | 10,058 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,090,323 | 8,907 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,054,767 | 8,617 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,041,576 | 8,509 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,010,892 | 8,258 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,006,840 | 8,225 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 938,599 | 7,668 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 912,348 | 7,453 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 911,877 | 7,450 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 881,074 | 7,198 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 829,103 | 6,773 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 763,377 | 6,236 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 660,118 | 5,274 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 569,845 | 4,655 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 660,053 | 4,514 | 0.0% | 0.0% | 37 | -6,038 | -0.91% | Q3 2026 | Nov 02, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 651,118 | 4,453 | 0.38% | 0.47% | 38 | -34,386 | -5.02% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 523,528 | 4,277 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 500,891 | 4,092 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 480,013 | 3,921 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 473,469 | 3,868 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 460,624 | 3,763 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 418,048 | 3,415 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Villanova Investment Management Co | History | Added to | 498,700 | 3,411 | 3.41% | 3.63% | 45 | +30,390 | 6.49% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 403,942 | 3,300 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 392,063 | 3,203 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 381,675 | 3,118 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 357,120 | 2,917 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 355,750 | 2,906 | 1.04% | 1.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 355,750 | 2,906 | 0.68% | 0.68% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 347,375 | 2,838 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 318,576 | 2,602 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 295,966 | 2,418 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 286,418 | 2,340 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 278,959 | 2,279 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palogic Value Management, L.P. | History | No change | 275,376 | 2,249 | 0.74% | 0.74% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 249,146 | 2,035 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 237,406 | 1,939 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 282,007 | 1,929 | 0.13% | 0.15% | 60 | +4,953 | 1.79% | Q3 2026 | Oct 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 224,949 | 1,837 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 224,554 | 1,834 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Expect Equity LLC | History | No change | 203,769 | 1,664 | 1.07% | 1.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 201,035 | 1,605 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 196,282 | 1,604 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 175,952 | 1,437 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 173,162 | 1,414 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 158,429 | 1,294 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 152,981 | 1,249 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 181,423 | 1,241 | 0.0% | 0.0% | 70 | -783 | -0.43% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 150,901 | 1,232 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Archon Capital Management LLC | History | No change | 149,922 | 1,224 | 0.5% | 0.5% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 143,420 | 1,171 | 0.4% | 0.4% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 138,265 | 1,129 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 175,964 | 1,113 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 133,687 | 1,092 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 117,200 | 957 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 108,447 | 885 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | No change | 100,890 | 824 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 120,412 | 823 | 0.07% | — | 80 | +120,412 | New | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 99,295 | 811 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMC-Chicago, LLC | History | No change | 92,969 | 759 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 92,417 | 755 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 90,493 | 739 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 87,064 | 711 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 87,000 | 710 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 84,737 | 692 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 98,715 | 675 | 0.0% | 0.0% | 88 | +58,000 | 142.45% | Q3 2026 | Nov 02, 2026 |
| MetLife Investment Management, LLC | History | No change | 82,622 | 675 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 91,480 | 625 | 0.0% | 0.0% | 90 | +5,874 | 6.86% | Q3 2026 | Nov 02, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 74,621 | 609 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 73,832 | 603 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 71,692 | 585 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 85,372 | 583 | 0.05% | 0.07% | 94 | +3,186 | 3.88% | Q3 2026 | Oct 28, 2026 |
| VARCOV Co. | History | No change | 70,718 | 577 | 0.22% | 0.22% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 64,716 | 528 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 64,571 | 527 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 59,916 | 489 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 57,453 | 469 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 55,627 | 454 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 54,463 | 444 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 52,326 | 427 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 58,800 | 402 | 0.01% | 0.01% | 104 | -1,600 | -2.65% | Q3 2026 | Oct 20, 2026 |
| ALLSTATE CORP | History | No change | 49,322 | 402 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,100 | 392 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 45,000 | 367 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,528 | 347 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 4,691 | 339 | 0.22% | 0.01% | 108 | +3,553 | 312.21% | Q3 2026 | Oct 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 40,298 | 329 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 40,273 | 329 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,606 | 315 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 38,262 | 312 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 37,814 | 309 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,725 | 300 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 34,656 | 284 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 41,400 | 283 | 0.0% | 0.0% | 116 | +11,900 | 40.34% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 34,020 | 277 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 33,858 | 276 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 38,830 | 265 | 0.0% | 0.0% | 119 | +473 | 1.23% | Q3 2026 | Nov 03, 2026 |
| XTX Topco Ltd | History | No change | 31,935 | 260 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 30,408 | 248 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 30,421 | 248 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 35,875 | 245 | 0.0% | 0.0% | 123 | -1,232 | -3.32% | Q3 2026 | Oct 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 29,550 | 241 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,832 | 238 | 0.0% | 0.0% | 125 | -1,747 | -4.78% | Q3 2026 | Oct 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,100 | 229 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 27,878 | 227 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 27,749 | 226 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 27,512 | 224 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 32,531 | 222 | 0.0% | 0.0% | 131 | -148 | -0.45% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 27,284 | 222 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 27,045 | 221 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | No change | 31,936 | 218 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Empowered Funds, LLC | History | No change | 26,183 | 213 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 30,979 | 211 | 0.0% | 0.0% | 135 | -300 | -0.96% | Q3 2026 | Oct 29, 2026 |
| GABELLI FUNDS LLC | History | No change | 25,675 | 209 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ares Systematic Credit Ltd | History | No change | 25,589 | 209 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 25,496 | 208 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,854 | 203 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 24,296 | 198 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,759 | 194 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 23,428 | 191 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trajan Wealth LLC | History | No change | 23,429 | 191 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 22,352 | 182 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 21,149 | 172 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | No change | 21,112 | 168 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 20,386 | 166 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 20,071 | 163 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,932 | 162 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,485 | 159 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 23,195 | 158 | 0.0% | 0.0% | 151 | -22,188 | -48.89% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 17,989 | 146 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 17,429 | 142 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,884 | 142 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,468 | 135 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 16,282 | 133 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,319 | 132 | 0.0% | 0.0% | 157 | -770 | -3.83% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,377 | 125 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Graham Capital Management, L.P. | History | No change | 14,785 | 120 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 15,755 | 107 | 0.0% | 0.0% | 160 | -29 | -0.18% | Q3 2026 | Oct 23, 2026 |
| CIBC Asset Management Inc | History | No change | 13,069 | 106 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,809 | 104 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,233 | 99 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 12,576 | 91 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 13,304 | 90 | 0.0% | 0.0% | 165 | -305 | -2.24% | Q3 2026 | Nov 03, 2026 |
| Trek Financial, LLC | History | No change | 12,880 | 88 | 0.0% | 0.01% | 166 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,576 | 86 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 10,518 | 85 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,202 | 83 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,915 | 81 | 0.0% | — | 170 | +11,915 | New | Q3 2026 | Oct 16, 2026 |
| CenterBook Partners LP | History | New | 11,370 | 77 | 0.0% | — | 171 | +11,370 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,770 | 74 | 0.0% | 0.0% | 172 | -1,874 | -14.82% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,719 | 71 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,467 | 69 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 10,000 | 68 | 0.0% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 8,224 | 67 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,127 | 66 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 9,171 | 62 | 0.0% | 0.0% | 178 | +3,704 | 67.75% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,413 | 52 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,893 | 47 | 0.0% | 0.01% | 180 | +161 | 2.39% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 5,539 | 45 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,755 | 39 | 0.0% | 0.0% | 182 | -17 | -0.29% | Q3 2026 | Oct 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 4,144 | 33 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,542 | 24 | 0.0% | 0.0% | 184 | +1,876 | 112.61% | Q3 2026 | Oct 08, 2026 |
| Investors Research Corp | History | No change | 3,400 | 23 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,336 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,748 | 18 | 0.0% | 0.01% | 187 | -59,045 | -95.55% | Q3 2026 | Oct 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,432 | 16 | 0.0% | 0.0% | 188 | -887 | -26.72% | Q3 2026 | Oct 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 2,022 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,216 | 15 | 0.0% | 0.0% | 190 | +48 | 2.21% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,923 | 15 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 1,930 | 15 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,487 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 1,612 | 11 | 0.0% | — | 196 | +1,612 | New | Q3 2026 | Oct 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,441 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,444 | 11 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,299 | 10 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,604 | 10 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,034 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 911 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | No change | 779 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 1,008 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 799 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 753 | 5 | 0.0% | 0.0% | 205 | +245 | 48.23% | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 640 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 676 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 601 | 4 | 0.0% | 0.0% | 209 | +476 | 380.8% | Q3 2026 | Nov 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Community Financial Services Group, LLC | History | No change | 646 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 500 | 3 | 0.0% | 0.0% | 211 | -1,220 | -70.93% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 537 | 3 | 0.0% | 0.0% | 210 | -237 | -30.62% | Q3 2026 | Oct 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 465 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 293 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 258 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 273 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 360 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 338 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 351 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 342 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 290 | 1 | 0.0% | — | 229 | +200 | 222.22% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 222 | 1 | 0.0% | — | 222 | +118 | 113.46% | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 142 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 150 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 204 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 222 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Hickory Point Bank & Trust | History | No change | 186 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,362 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -500 | -95.42% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -382 | -100.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 79 | 0 | — | 0.0% | — | -260 | -76.7% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Root Financial Partners, LLC | History | New | 136 | 0 | — | — | — | +136 | New | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -89 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 40 | 0 | — | 0.0% | — | -85 | -68.0% | Q3 2026 | Oct 29, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -62 | -100.0% | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 124 | 0 | — | — | — | +61 | 96.83% | Q3 2026 | Oct 22, 2026 |
| Laurel Wealth Advisors LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 27, 2026 |
| FinArc Investments, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Oct 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Added to | 30 | 0 | — | — | — | +20 | 200.0% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 14, 2026 |
| PFS Partners, LLC | History | Added to | 96 | 0 | — | — | — | +17 | 21.52% | Q3 2026 | Oct 21, 2026 |
| Davis Capital Management | History | Added to | 22 | 0 | — | — | — | +14 | 175.0% | Q3 2026 | Oct 08, 2026 |
| William Mack & Associates, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| SouthState Bank Corp | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EASTERN BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Center for Financial Services | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Key FInancial Inc | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Citizens National Bank Trust Department | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Continuum Advisory, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Leo H. Evart, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lodestone Wealth Management LLC | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |