WAFD INC - WAFD
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 | Reduced | 10,774,309 | 413,410 | 0.01% | 0.01% | 1 | -269,887 | -2.44% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,964,442 | 190,484 | 0.03% | 0.03% | 2 | +18,918 | 0.38% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 4,755,020 | 182,450 | 0.01% | 0.01% | 3 | -65,525 | -1.36% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 4,345,763 | 166,746 | 0.0% | 0.0% | 4 | +130,140 | 3.09% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,324,356 | 127,555 | 0.0% | 0.0% | 5 | -102,919 | -3.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 3,142,312 | 120,570 | 0.33% | 0.34% | 6 | -112,275 | -3.45% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,807,514 | 119,555 | 0.04% | 0.04% | 7 | +232,940 | 6.52% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,416,568 | 92,723 | 0.04% | 0.04% | 8 | +206,221 | 9.33% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,987,447 | 76,270 | 0.0% | 0.0% | 9 | +35,117 | 1.8% | Q2 2026 | Aug 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 1,558,139 | 59,785 | 1.19% | 1.11% | 10 | +19,788 | 1.29% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,094,307 | 41,988 | 0.01% | 0.01% | 11 | +243,460 | 28.61% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,020,988 | 39,175 | 0.01% | 0.01% | 12 | -37,778 | -3.57% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 951,677 | 36,515 | 0.34% | 0.35% | 13 | -122,875 | -11.43% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 903,179 | 34,654 | 0.0% | 0.0% | 14 | -2,684 | -0.3% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 831,630 | 31,909 | 0.0% | 0.0% | 15 | +46,033 | 5.86% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 790,567 | 30,334 | 0.01% | 0.01% | 16 | +238,720 | 43.26% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 759,092 | 29,126 | 0.0% | 0.0% | 17 | +263,308 | 53.11% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 736,410 | 28,256 | 0.0% | 0.0% | 18 | -42,160 | -5.42% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 690,969 | 26,512 | 0.0% | 0.0% | 19 | -73,173 | -9.58% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 690,349 | 26,488 | 0.0% | 0.0% | 20 | +14,515 | 2.15% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 566,391 | 21,732 | 0.02% | 0.01% | 21 | +14,690 | 2.66% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 556,257 | 21,343 | 0.01% | 0.0% | 22 | +348,330 | 167.53% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 538,077 | 20,646 | 0.36% | 0.33% | 23 | +13,926 | 2.66% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 533,521 | 20,471 | 0.06% | 0.05% | 24 | +1,520 | 0.29% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 521,358 | 20,004 | 0.01% | 0.01% | 25 | +28,328 | 5.75% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 510,281 | 19,579 | 0.01% | 0.01% | 26 | +5,752 | 1.14% | Q2 2026 | Aug 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 488,806 | 18,755 | 0.0% | 0.0% | 27 | -1,344 | -0.27% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 460,195 | 17,657 | 0.02% | 0.0% | 28 | +446,261 | 3202.68% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 441,753 | 16,950 | 0.08% | 0.09% | 29 | -91,036 | -17.09% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 400,242 | 15,357 | 0.0% | 0.0% | 30 | +124,203 | 44.99% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 357,200 | 13,706 | 0.02% | 0.02% | 31 | +58,400 | 19.54% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Added to | 348,477 | 13,371 | 0.07% | 0.07% | 32 | +13,926 | 4.16% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 282,839 | 10,852 | 0.44% | 0.41% | 33 | -19,209 | -6.36% | Q2 2026 | Jul 21, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 277,892 | 10,662 | 0.07% | 0.06% | 34 | +2,812 | 1.02% | Q2 2026 | Jul 07, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 253,855 | 9,740 | 0.03% | 0.03% | 35 | -17,526 | -6.46% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 226,818 | 8,703 | 0.0% | 0.0% | 36 | +34,697 | 18.06% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 220,498 | 8,460 | 0.0% | — | 37 | +220,498 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 211,299 | 8,107 | 0.0% | 0.0% | 38 | -331,334 | -61.06% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 199,414 | 7,651 | 0.01% | 0.01% | 39 | -725 | -0.36% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 194,502 | 7,463 | 0.01% | 0.01% | 40 | -25,929 | -11.76% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Added to | 192,906 | 7,401 | 0.01% | 0.0% | 41 | +181,056 | 1527.9% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 191,194 | 7,337 | 0.01% | 0.01% | 42 | +150 | 0.08% | Q2 2026 | Aug 12, 2026 |
| Interval Partners, LP | History | New | 185,013 | 7,098 | 0.18% | — | 43 | +185,013 | New | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,778 | 6,846 | 0.0% | 0.0% | 44 | +15,500 | 9.44% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 171,005 | 6,561 | 0.0% | 0.0% | 45 | -3,475 | -1.99% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 164,599 | 6,315 | 0.0% | 0.0% | 46 | +732 | 0.45% | Q2 2026 | Aug 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 154,157 | 5,915 | 0.15% | 0.15% | 47 | -2,558 | -1.63% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 152,645 | 5,856 | 0.0% | 0.0% | 48 | +6,554 | 4.49% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 152,226 | 5,840 | 0.0% | 0.0% | 49 | +1,000 | 0.66% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 141,040 | 5,411 | 0.0% | 0.0% | 50 | -30,725 | -17.89% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 135,165 | 5,186 | 0.0% | 0.0% | 51 | -37 | -0.03% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 113,087 | 4,339 | 0.02% | 0.02% | 52 | -21 | -0.02% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,792 | 4,306 | 0.0% | 0.0% | 53 | -12,984 | -10.58% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 96,055 | 3,686 | 0.0% | 0.0% | 54 | +12,479 | 14.93% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 96,000 | 3,683 | 0.12% | 0.12% | 55 | -14,000 | -12.73% | Q2 2026 | Jul 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 88,863 | 3,409 | 0.0% | 0.0% | 56 | -2,640 | -2.89% | Q2 2026 | Aug 24, 2026 |
| CITIGROUP INC | History | Added to | 85,935 | 3,297 | 0.0% | 0.0% | 57 | +14,045 | 19.54% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 82,891 | 3,180 | 0.01% | 0.0% | 58 | +10,899 | 15.14% | Q2 2026 | Aug 05, 2026 |
| Talbot Financial, LLC | History | No change | 80,896 | 3,103 | 0.23% | 0.21% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 80,229 | 3,078 | 0.0% | 0.0% | 60 | +68,600 | 589.9% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 79,560 | 3,052 | 0.0% | 0.0% | 61 | +1,780 | 2.29% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 78,675 | 3,018 | 0.0% | 0.0% | 62 | +5,083 | 6.91% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 78,577 | 3,015 | 0.0% | 0.0% | 63 | +6,286 | 8.7% | Q2 2026 | Aug 07, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 77,725 | 2,982 | 0.4% | 0.35% | 64 | -267 | -0.34% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 77,183 | 2,961 | 0.0% | 0.0% | 65 | +6,674 | 9.47% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 77,090 | 2,957 | 0.02% | 0.04% | 66 | -71,782 | -48.22% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 76,828 | 2,947 | 0.0% | 0.0% | 67 | -1,065 | -1.37% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 76,431 | 2,932 | 0.01% | — | 68 | +76,431 | New | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 68,899 | 2,643 | 0.0% | 0.0% | 69 | +14,326 | 26.25% | Q2 2026 | Aug 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 63,381 | 2,432 | 0.0% | 0.0% | 70 | -3,996 | -5.93% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 59,355 | 2,277 | 0.0% | 0.01% | 71 | -113,354 | -65.63% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 59,023 | 2,265 | 0.0% | 0.0% | 72 | -4,471 | -7.04% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 57,878 | 2,220 | 0.0% | 0.0% | 73 | +20,874 | 56.41% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 55,017 | 2,111 | 0.01% | 0.01% | 74 | +5,295 | 10.65% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 51,448 | 1,974 | 0.0% | 0.01% | 75 | -15,676 | -23.35% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,155 | 1,924 | 0.0% | 0.0% | 76 | +23,174 | 85.89% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 49,251 | 1,889 | 0.0% | 0.0% | 77 | -56,074 | -53.24% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 48,520 | 1,862 | 0.0% | 0.0% | 78 | -2,117 | -4.18% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 48,414 | 1,857 | 0.01% | 0.01% | 79 | +2,656 | 5.8% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 47,351 | 1,816 | 0.0% | 0.0% | 80 | -6,473 | -12.03% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,356 | 1,778 | 0.0% | 0.0% | 81 | +33,751 | 267.76% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | New | 46,168 | 1,771 | 0.01% | — | 82 | +46,168 | New | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 44,061 | 1,690 | 0.01% | 0.01% | 83 | +995 | 2.31% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 42,000 | 1,611 | 0.37% | — | 84 | +42,000 | New | Q2 2026 | Aug 03, 2026 |
| Man Group plc | History | New | 41,956 | 1,609 | 0.0% | — | 85 | +41,956 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 41,222 | 1,581 | 0.0% | — | 86 | +41,222 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 39,621 | 1,520 | 0.0% | 0.0% | 87 | -1,709 | -4.14% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 39,421 | 1,512 | 0.01% | 0.01% | 88 | -28,155 | -41.66% | Q2 2026 | Aug 04, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 39,128 | 1,501 | 0.02% | 0.02% | 89 | -1,774 | -4.34% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 36,931 | 1,417 | 0.0% | 0.0% | 90 | +2,541 | 7.39% | Q2 2026 | Sep 09, 2026 |
| Wakefield Asset Management LLLP | History | New | 36,489 | 1,400 | 0.32% | — | 91 | +36,489 | New | Q2 2026 | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | History | New | 35,517 | 1,362 | 0.22% | — | 92 | +35,517 | New | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 34,332 | 1,317 | 0.02% | — | 93 | +34,332 | New | Q2 2026 | Jul 10, 2026 |
| Jupiter Topco LLC | History | New | 34,255 | 1,314 | 0.0% | — | 94 | +34,255 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 34,180 | 1,311 | 0.0% | 0.0% | 95 | -1,544 | -4.32% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 33,466 | 1,284 | 0.0% | 0.0% | 96 | +15,399 | 85.23% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,400 | 1,243 | 0.02% | 0.02% | 97 | -1,200 | -3.57% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | Added to | 30,900 | 1,185 | 0.0% | 0.0% | 98 | +1,400 | 4.75% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Reduced | 30,730 | 1,179 | 0.0% | 0.0% | 99 | -25,090 | -44.95% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,738 | 1,179 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | New | 30,468 | 1,169 | 0.03% | — | 101 | +30,468 | New | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 29,454 | 1,130 | 0.0% | 0.0% | 102 | +21,632 | 276.55% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 34,255 | 1,075 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,796 | 1,065 | 0.01% | 0.01% | 104 | -13,104 | -32.04% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 27,752 | 1,064 | 0.0% | 0.0% | 105 | +2,700 | 10.78% | Q2 2026 | Jul 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 25,780 | 989 | 0.0% | — | 106 | +25,780 | New | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 25,643 | 983 | 0.0% | 0.0% | 107 | -5,886 | -18.67% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 24,909 | 955 | 0.0% | 0.0% | 108 | +671 | 2.77% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | New | 24,317 | 933 | 0.0% | — | 109 | +24,317 | New | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 23,851 | 915 | 0.0% | 0.0% | 110 | +3,092 | 14.89% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,474 | 901 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,245 | 853 | 0.0% | 0.0% | 112 | +1,000 | 4.71% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 22,090 | 847 | 0.01% | 0.01% | 113 | +1,188 | 5.68% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,666 | 831 | 0.0% | 0.0% | 114 | -2,187 | -9.17% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 20,933 | 803 | 0.0% | 0.0% | 115 | -62 | -0.3% | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 767 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,958 | 765 | 0.0% | 0.0% | 117 | +1,505 | 8.16% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,866 | 762 | 0.01% | 0.01% | 118 | -2,045 | -9.33% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,859 | 761 | 0.01% | 0.01% | 119 | -540 | -2.65% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 19,806 | 759 | 0.03% | — | 121 | +19,806 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,795 | 759 | 0.0% | 0.0% | 120 | -238 | -1.19% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 23,394 | 734 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 19,000 | 729 | 0.13% | 0.12% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 18,826 | 722 | 0.0% | 0.0% | 124 | -600 | -3.09% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,712 | 717 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | Reduced | 18,652 | 715 | 0.01% | 0.02% | 126 | -9,598 | -33.98% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 18,589 | 713 | 0.0% | 0.0% | 127 | -46,377 | -71.39% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 18,581 | 712 | 0.12% | — | 128 | +18,581 | New | Q2 2026 | Aug 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 18,336 | 703 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 17,848 | 684 | 0.01% | 0.01% | 130 | +278 | 1.58% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,756 | 642 | 0.01% | 0.01% | 131 | -600 | -3.46% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,460 | 631 | 0.0% | 0.0% | 132 | +4,967 | 43.22% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 15,788 | 606 | 0.0% | 0.0% | 133 | +282 | 1.82% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 14,533 | 557 | 0.0% | 0.0% | 134 | +2,960 | 25.58% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 14,481 | 555 | 0.01% | 0.0% | 135 | +9,308 | 179.93% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,203 | 544 | 0.0% | 0.0% | 136 | -2,088 | -12.82% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,035 | 538 | 0.0% | 0.0% | 137 | +990 | 7.59% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 13,982 | 536 | 0.02% | 0.02% | 138 | +3,087 | 28.33% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 13,849 | 531 | 0.01% | 0.01% | 139 | +2,122 | 18.09% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Reduced | 13,585 | 521 | 0.0% | 0.01% | 140 | -83,105 | -85.95% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,921 | 495 | 0.0% | 0.0% | 141 | +392 | 3.13% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,172 | 467 | 0.01% | 0.0% | 142 | +9,648 | 382.25% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,081 | 463 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | New | 11,359 | 435 | 0.0% | — | 144 | +11,359 | New | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,336 | 434 | 0.0% | 0.0% | 145 | +1,952 | 20.8% | Q2 2026 | Aug 19, 2026 |
| Amundi | History | Reduced | 11,055 | 424 | 0.0% | 0.0% | 146 | -1,613 | -12.73% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,030 | 423 | 0.0% | 0.0% | 147 | +1,644 | 17.52% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,040 | 420 | 0.0% | 0.0% | 148 | +980 | 9.74% | Q2 2026 | Jul 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 10,821 | 415 | 0.01% | 0.01% | 149 | -175 | -1.59% | Q2 2026 | Jul 30, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 10,661 | 409 | 0.01% | — | 150 | +10,661 | New | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,514 | 403 | 0.0% | 0.0% | 151 | +356 | 3.5% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 10,181 | 390 | 0.0% | 0.0% | 152 | -661 | -6.1% | Q2 2026 | Aug 04, 2026 |
| Snider Financial Group | History | New | 10,164 | 389 | 0.1% | — | 153 | +10,164 | New | Q2 2026 | Jul 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,117 | 388 | 0.0% | 0.0% | 154 | +2,675 | 35.94% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 10,039 | 385 | 0.01% | 0.01% | 155 | -189 | -1.85% | Q2 2026 | Jul 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 9,800 | 376 | 0.0% | — | 156 | +9,800 | New | Q2 2026 | Aug 25, 2026 |
| Point72 Asset Management, L.P. | History | New | 9,690 | 371 | 0.0% | — | 157 | +9,690 | New | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 9,608 | 368 | 0.01% | 0.01% | 159 | -726 | -7.03% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 9,606 | 368 | 0.0% | 0.0% | 158 | +96 | 1.01% | Q2 2026 | Aug 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 9,345 | 358 | 0.02% | 0.02% | 160 | -250 | -2.61% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 9,185 | 352 | 0.02% | 0.03% | 161 | -3,700 | -28.72% | Q2 2026 | Aug 06, 2026 |
| Cooper Financial Group | History | Reduced | 8,949 | 343 | 0.03% | 0.03% | 162 | -952 | -9.62% | Q2 2026 | Jul 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 8,925 | 342 | 0.01% | 0.01% | 163 | +123 | 1.4% | Q2 2026 | Aug 11, 2026 |
| Baron Wealth Management LLC | History | Added to | 8,869 | 340 | 0.09% | 0.08% | 164 | +149 | 1.71% | Q2 2026 | Jul 07, 2026 |
| Yorktown Management & Research Co Inc | History | New | 8,450 | 324 | 0.2% | — | 166 | +8,450 | New | Q2 2026 | Jul 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,463 | 324 | 0.0% | 0.0% | 165 | -219 | -2.52% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 8,431 | 323 | 0.0% | 0.0% | 167 | -1,316 | -13.5% | Q2 2026 | Jul 20, 2026 |
| DRW Securities, LLC | History | New | 8,349 | 320 | 0.01% | — | 168 | +8,349 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,128 | 311 | 0.0% | 0.0% | 169 | -1,409 | -14.77% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | New | 8,028 | 308 | 0.0% | — | 170 | +8,028 | New | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 7,800 | 299 | 0.0% | 0.0% | 171 | -8,100 | -50.94% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 7,796 | 299 | 0.0% | — | 172 | +7,796 | New | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 7,594 | 291 | 0.08% | — | 173 | +7,594 | New | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 7,541 | 289 | 0.0% | 0.0% | 174 | +233 | 3.19% | Q2 2026 | Aug 10, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 7,507 | 288 | 0.01% | — | 175 | +7,507 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 7,076 | 271 | 0.0% | 0.01% | 176 | -44,323 | -86.23% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 6,896 | 264 | 0.0% | 0.0% | 177 | +176 | 2.62% | Q2 2026 | Aug 03, 2026 |
| Odyssean, LLC | History | No change | 6,845 | 262 | 0.04% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeside Advisors, INC. | History | Reduced | 6,818 | 261 | 0.16% | 0.16% | 179 | -691 | -9.2% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,765 | 259 | 0.01% | 0.01% | 180 | +530 | 8.5% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 6,682 | 256 | 0.0% | — | 182 | +6,682 | New | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 6,691 | 256 | 0.0% | 0.0% | 181 | -23 | -0.34% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Added to | 6,570 | 252 | 0.0% | 0.0% | 183 | +180 | 2.82% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 6,526 | 250 | 0.0% | — | 184 | +6,526 | New | Q2 2026 | Aug 13, 2026 |
| Empirical Asset Management, LLC | History | New | 6,388 | 245 | 0.06% | — | 185 | +6,388 | New | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,303 | 241 | 0.02% | — | 186 | +6,303 | New | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | New | 6,301 | 241 | 0.0% | — | 187 | +6,301 | New | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 6,265 | 240 | 0.0% | 0.0% | 188 | +33 | 0.53% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 6,250 | 239 | 0.0% | — | 189 | +6,250 | New | Q2 2026 | Aug 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,215 | 238 | 0.01% | 0.01% | 190 | -1,115 | -15.21% | Q2 2026 | Aug 11, 2026 |
| iSAM Funds (UK) Ltd | History | New | 6,000 | 230 | 0.16% | — | 191 | +6,000 | New | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | New | 5,948 | 228 | 0.0% | — | 192 | +5,948 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | New | 5,398 | 207 | 0.0% | — | 193 | +5,398 | New | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,368 | 205 | 0.0% | — | 194 | +5,368 | New | Q2 2026 | Jul 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,770 | 183 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 4,200 | 161 | 0.03% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,167 | 159 | 0.0% | 0.0% | 197 | +573 | 15.94% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,098 | 157 | 0.01% | 0.01% | 198 | -10 | -0.24% | Q2 2026 | Jul 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 3,879 | 149 | 0.01% | 0.01% | 199 | -56 | -1.42% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,845 | 145 | 0.0% | 0.0% | 200 | +2,071 | 116.74% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 3,442 | 132 | 0.0% | 0.0% | 201 | -1 | -0.03% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 3,107 | 119 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,967 | 114 | 0.0% | 0.0% | 203 | -20,959 | -87.6% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,301 | 88 | 0.0% | 0.0% | 204 | -32 | -1.37% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 2,265 | 86 | 0.0% | 0.0% | 205 | +45 | 2.03% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,991 | 76 | 0.0% | 0.0% | 206 | -35 | -1.73% | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | New | 1,888 | 72 | 0.03% | — | 208 | +1,888 | New | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 1,881 | 72 | 0.0% | — | 207 | +1,881 | New | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,776 | 68 | 0.0% | 0.0% | 209 | -24 | -1.33% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | Added to | 1,749 | 67 | 0.0% | 0.0% | 210 | +1,659 | 1843.33% | Q2 2026 | Aug 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,015 | 63 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,572 | 60 | 0.01% | 0.0% | 212 | +34 | 2.21% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 1,363 | 52 | 0.0% | — | 213 | +1,363 | New | Q2 2026 | Sep 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,219 | 46 | 0.0% | 0.0% | 214 | -428 | -25.99% | Q2 2026 | Aug 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,092 | 41 | 0.0% | 0.0% | 215 | +381 | 53.59% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 1,040 | 39 | 0.0% | — | 216 | +1,040 | New | Q2 2026 | Aug 06, 2026 |
| Anchor Bay Capital, Inc. | History | New | 1,037 | 38 | 0.02% | — | 217 | +1,037 | New | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 913 | 35 | 0.0% | — | 218 | +913 | New | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 906 | 34 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 844 | 32 | 0.0% | 0.0% | 221 | -86 | -9.25% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 846 | 32 | 0.0% | 0.0% | 222 | -49 | -5.47% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,000 | 32 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | Added to | 665 | 25 | 0.0% | 0.0% | 223 | +54 | 8.84% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 670 | 25 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Optiver Holding B.V. | History | Added to | 644 | 24 | 0.0% | 0.0% | 225 | +584 | 973.33% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 535 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 527 | 20 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 502 | 19 | 0.0% | 0.0% | 230 | +150 | 42.61% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | Added to | 503 | 19 | 0.0% | 0.0% | 228 | +20 | 4.14% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 520 | 19 | 0.0% | 0.0% | 229 | -16 | -2.99% | Q2 2026 | Aug 14, 2026 |
| Robinswood Financial LLC | History | No change | 500 | 19 | 0.01% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 470 | 18 | 0.0% | 0.0% | 232 | -1,160 | -71.17% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 490 | 18 | 0.0% | — | 235 | +490 | New | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | Added to | 485 | 18 | 0.0% | 0.0% | 234 | +5 | 1.04% | Q2 2026 | Jul 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 482 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 415 | 15 | 0.0% | 0.0% | 236 | +96 | 30.09% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 392 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 350 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 318 | 12 | 0.0% | 0.0% | 239 | +18 | 6.0% | Q2 2026 | Aug 10, 2026 |
| Graticule Asia Macro Advisors LLC | History | New | 306 | 11 | 0.0% | — | 240 | +306 | New | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 250 | 9 | 0.0% | 0.0% | 241 | +29 | 13.12% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 184 | 7 | 0.0% | — | 246 | +171 | 1315.38% | Q2 2026 | Jul 22, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 193 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Osbon Capital Management LLC | History | No change | 200 | 7 | 0.01% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 181 | 6 | 0.0% | — | 248 | +181 | New | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 138 | 5 | 0.0% | — | 250 | +138 | New | Q2 2026 | Aug 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 139 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CVA Family Office, LLC | History | Added to | 130 | 4 | 0.0% | 0.0% | 253 | +25 | 23.81% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 115 | 4 | 0.0% | 0.0% | 252 | -19 | -14.18% | Q2 2026 | Jul 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 108 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | New | 80 | 3 | 0.0% | — | 256 | +80 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 97 | 3 | 0.0% | 0.0% | 255 | +17 | 21.25% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 72 | 2 | 0.0% | — | 261 | +72 | New | Q2 2026 | Aug 06, 2026 |
| Valued Wealth Advisors LLC | History | New | 57 | 2 | 0.0% | — | 262 | +57 | New | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 62 | 2 | 0.0% | 0.0% | 258 | +20 | 47.62% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | Added to | 68 | 2 | 0.0% | 0.0% | 260 | +1 | 1.49% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 55 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Planning Group LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 43 | 1 | 0.0% | — | 269 | +43 | New | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | New | 36 | 1 | 0.0% | — | 268 | +36 | New | Q2 2026 | Aug 26, 2026 |
| Creative Capital Management Investments LLC | History | New | 28 | 1 | 0.0% | — | 267 | +28 | New | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | Added to | 16 | 1 | 0.0% | — | 265 | +1 | 6.67% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 45 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 28 | 1 | 0.0% | — | 264 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Ankerstar Wealth, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -352,838 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -141,914 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,303 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -33,134 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,211 | -100.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,761 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,328 | -100.0% | Q2 2026 | Aug 13, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -11,199 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle West Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -10,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,477 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,826 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,143 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -7,118 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | 0.08% | — | -4,900 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,886 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -1,676 | -98.47% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -437 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -284 | -94.04% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -55 | -88.71% | Q2 2026 | Jul 16, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Jul 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 26 | 0 | — | 0.0% | — | -20 | -43.48% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Sep 02, 2026 |