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 | No change | 10,774,309 | 413,410 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,755,020 | 182,450 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,345,763 | 166,746 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,969,161 | 148,728 | 0.03% | 0.03% | 4 | +4,719 | 0.1% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,324,356 | 127,555 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 3,142,312 | 120,570 | 0.33% | 0.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,807,514 | 119,555 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,416,568 | 92,723 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,987,447 | 76,270 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,558,139 | 59,785 | 1.19% | 1.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,094,307 | 41,988 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,020,988 | 39,175 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 951,677 | 36,515 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 903,179 | 34,654 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 831,630 | 31,909 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 790,567 | 30,334 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 759,092 | 29,126 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 736,410 | 28,256 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 690,969 | 26,512 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 566,391 | 21,732 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 556,257 | 21,343 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 538,077 | 20,646 | 0.36% | 0.36% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 688,661 | 20,611 | 0.0% | 0.0% | 23 | -1,688 | -0.24% | Q3 2026 | Nov 05, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 533,521 | 20,471 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 521,358 | 20,004 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 488,806 | 18,755 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 460,195 | 17,657 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 441,753 | 16,950 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 537,162 | 16,077 | 0.01% | 0.01% | 29 | +26,881 | 5.27% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 400,242 | 15,357 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 357,200 | 13,706 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 348,477 | 13,371 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 338,027 | 10,117 | 0.07% | 0.07% | 33 | +60,135 | 21.64% | Q3 2026 | Oct 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 253,855 | 9,740 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 226,818 | 8,703 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 220,498 | 8,460 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 278,026 | 8,321 | 0.01% | 0.01% | 37 | +85,120 | 44.13% | Q3 2026 | Oct 28, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 277,398 | 8,302 | 0.35% | 0.44% | 38 | -5,441 | -1.92% | Q3 2026 | Oct 20, 2026 |
| UBS Group AG | History | No change | 211,299 | 8,107 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 199,414 | 7,651 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 194,502 | 7,463 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 191,194 | 7,337 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interval Partners, LP | History | No change | 185,013 | 7,098 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 179,778 | 6,846 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 171,005 | 6,561 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 164,599 | 6,315 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 154,157 | 5,915 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 152,645 | 5,856 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 152,226 | 5,840 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 141,040 | 5,411 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 135,165 | 5,186 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 113,087 | 4,339 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 109,792 | 4,306 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 96,055 | 3,686 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 88,863 | 3,409 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 82,891 | 3,180 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 80,229 | 3,078 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 79,560 | 3,052 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 78,675 | 3,018 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 78,577 | 3,015 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 77,725 | 2,982 | 0.4% | 0.4% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 77,183 | 2,961 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 77,090 | 2,957 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 76,828 | 2,947 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 76,431 | 2,932 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 68,899 | 2,643 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 82,578 | 2,471 | 0.05% | — | 67 | +82,578 | New | Q3 2026 | Oct 16, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 63,381 | 2,432 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Talbot Financial, LLC | History | No change | 80,896 | 2,421 | 0.17% | 0.23% | 69 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SEI INVESTMENTS CO | History | No change | 59,355 | 2,277 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 75,000 | 2,244 | 0.08% | 0.12% | 71 | -21,000 | -21.88% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 57,878 | 2,220 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 55,017 | 2,111 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 66,545 | 1,991 | 0.0% | 0.0% | 74 | -19,390 | -22.56% | Q3 2026 | Nov 04, 2026 |
| Rafferty Asset Management, LLC | History | No change | 51,448 | 1,974 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,155 | 1,924 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,356 | 1,896 | 0.0% | 0.0% | 77 | +4,333 | 7.34% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 49,251 | 1,889 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 63,000 | 1,885 | 0.4% | 0.37% | 79 | +21,000 | 50.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 48,414 | 1,857 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 47,351 | 1,816 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 46,356 | 1,778 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 46,168 | 1,771 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 44,061 | 1,690 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 41,956 | 1,609 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 41,222 | 1,581 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 39,621 | 1,520 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 36,931 | 1,417 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,063 | 1,409 | 0.0% | 0.0% | 89 | -1,457 | -3.0% | Q3 2026 | Nov 05, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 35,517 | 1,362 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 45,300 | 1,355 | 0.0% | 0.0% | 91 | +14,400 | 46.6% | Q3 2026 | Oct 30, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 45,122 | 1,350 | 0.02% | 0.02% | 92 | +10,790 | 31.43% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 34,255 | 1,314 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 34,180 | 1,311 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 33,466 | 1,284 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 40,382 | 1,208 | 0.01% | 0.02% | 96 | +1,254 | 3.2% | Q3 2026 | Nov 05, 2026 |
| BARCLAYS PLC | History | No change | 30,730 | 1,179 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,738 | 1,179 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 30,468 | 1,169 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 29,454 | 1,130 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 37,019 | 1,107 | 0.25% | 0.32% | 101 | +530 | 1.45% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 27,752 | 1,064 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 34,446 | 1,030 | 0.0% | 0.01% | 103 | -4,975 | -12.62% | Q3 2026 | Nov 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 25,780 | 989 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 25,643 | 983 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 24,909 | 955 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 31,500 | 942 | 0.01% | 0.02% | 107 | -900 | -2.78% | Q3 2026 | Oct 20, 2026 |
| Jain Global LLC | History | No change | 24,317 | 933 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,851 | 915 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,474 | 901 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,245 | 853 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,090 | 847 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,666 | 831 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 767 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,958 | 765 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 19,806 | 759 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,826 | 722 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,712 | 717 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 18,652 | 715 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,589 | 713 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 18,581 | 712 | 0.12% | 0.12% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 18,336 | 703 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,848 | 684 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,074 | 656 | 0.0% | 0.0% | 124 | +11,034 | 99.95% | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,460 | 631 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Reduced | 20,809 | 622 | 0.0% | 0.0% | 126 | -124 | -0.59% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,788 | 606 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 19,522 | 584 | 0.0% | 0.0% | 128 | -273 | -1.38% | Q3 2026 | Nov 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,197 | 575 | 0.0% | 0.01% | 129 | -669 | -3.37% | Q3 2026 | Oct 23, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 19,000 | 568 | 0.1% | 0.13% | 130 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 14,533 | 557 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,601 | 556 | 0.01% | 0.01% | 132 | -1,258 | -6.33% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 14,481 | 555 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,035 | 538 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 13,982 | 536 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 17,434 | 521 | 0.0% | — | 137 | +17,434 | New | Q3 2026 | Nov 03, 2026 |
| HRT FINANCIAL LP | History | No change | 13,585 | 521 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,556 | 495 | 0.01% | 0.01% | 139 | -200 | -1.19% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,921 | 495 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,465 | 462 | 0.0% | 0.01% | 140 | -12,331 | -44.36% | Q3 2026 | Oct 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,359 | 435 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,336 | 434 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| 111 Capital | History | New | 14,408 | 431 | 0.06% | — | 143 | +14,408 | New | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 11,055 | 424 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,030 | 423 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,889 | 415 | 0.0% | 0.0% | 146 | -314 | -2.21% | Q3 2026 | Oct 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,821 | 415 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 13,830 | 413 | 0.01% | 0.01% | 148 | -19 | -0.14% | Q3 2026 | Nov 03, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 10,661 | 409 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,181 | 390 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,117 | 388 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 10,039 | 385 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 9,690 | 371 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,606 | 368 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Graham Capital Management, L.P. | History | No change | 9,608 | 368 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 12,131 | 363 | 0.01% | 0.01% | 156 | -41 | -0.34% | Q3 2026 | Oct 22, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,081 | 361 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,345 | 358 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,185 | 352 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 8,925 | 342 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,431 | 323 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DRW Securities, LLC | History | No change | 8,349 | 320 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 8,128 | 311 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 8,028 | 308 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snider Financial Group | History | Added to | 10,174 | 304 | 0.07% | 0.1% | 165 | +10 | 0.1% | Q3 2026 | Oct 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,796 | 299 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 7,800 | 299 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 7,594 | 291 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 7,507 | 288 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 9,379 | 280 | 0.0% | 0.0% | 170 | -1,135 | -10.8% | Q3 2026 | Oct 23, 2026 |
| Cooper Financial Group | History | Added to | 9,164 | 274 | 0.02% | 0.03% | 171 | +215 | 2.4% | Q3 2026 | Oct 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,076 | 271 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 6,845 | 262 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,765 | 259 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Wealth Management LLC | History | Reduced | 8,456 | 253 | 0.07% | 0.09% | 175 | -413 | -4.66% | Q3 2026 | Oct 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,444 | 252 | 0.0% | 0.0% | 176 | -19 | -0.22% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 6,570 | 252 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 8,450 | 252 | 0.17% | 0.2% | 178 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 6,526 | 250 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Asset Management, LLC | History | No change | 6,388 | 245 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,303 | 241 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 6,301 | 241 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 6,265 | 240 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,250 | 239 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 6,000 | 230 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 5,948 | 228 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 7,394 | 221 | 0.0% | 0.0% | 187 | -147 | -1.95% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 6,923 | 207 | 0.0% | 0.0% | 188 | +241 | 3.61% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,398 | 207 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,830 | 204 | 0.0% | 0.0% | 190 | -66 | -0.96% | Q3 2026 | Nov 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,770 | 183 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5,802 | 173 | 0.02% | — | 192 | +5,799 | 193300.0% | Q3 2026 | Oct 29, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 4,200 | 161 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,845 | 145 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,585 | 137 | 0.0% | 0.0% | 195 | +418 | 10.03% | Q3 2026 | Oct 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,442 | 132 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,836 | 114 | 0.0% | 0.01% | 198 | -262 | -6.39% | Q3 2026 | Oct 08, 2026 |
| SG Americas Securities, LLC | History | No change | 2,967 | 114 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 3,174 | 95 | 0.01% | 0.01% | 199 | -705 | -18.17% | Q3 2026 | Oct 22, 2026 |
| KBC Group NV | History | No change | 3,107 | 93 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,301 | 88 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,265 | 86 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,881 | 72 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,888 | 72 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 2,252 | 67 | 0.0% | 0.0% | 206 | +476 | 26.8% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 1,749 | 67 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,944 | 58 | 0.0% | 0.0% | 207 | -47 | -2.36% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 1,363 | 52 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,579 | 47 | 0.0% | 0.01% | 209 | +7 | 0.45% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,092 | 41 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,040 | 39 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 1,037 | 38 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,200 | 35 | 0.0% | 0.0% | 214 | -19 | -1.56% | Q3 2026 | Oct 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 913 | 35 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 906 | 34 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,000 | 32 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 846 | 32 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 844 | 25 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 644 | 24 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 535 | 20 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daytona Street Capital LLC | History | No change | 670 | 20 | 0.01% | 0.02% | 221 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 653 | 19 | 0.0% | 0.0% | 225 | +126 | 23.91% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 643 | 19 | 0.0% | 0.0% | 224 | -22 | -3.31% | Q3 2026 | Nov 05, 2026 |
| UMB Bank, n.a. | History | No change | 503 | 19 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 520 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 602 | 18 | 0.0% | 0.0% | 227 | +464 | 336.23% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 470 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 490 | 18 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 485 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 506 | 15 | 0.0% | — | 230 | +506 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 505 | 15 | 0.0% | — | 231 | +505 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 482 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 392 | 14 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 445 | 13 | 0.0% | 0.0% | 235 | +30 | 7.23% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 350 | 13 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 318 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 392 | 11 | 0.0% | 0.0% | 238 | +277 | 240.87% | Q3 2026 | Oct 16, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 306 | 11 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | New | 327 | 9 | 0.0% | — | 241 | +327 | New | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 320 | 9 | 0.0% | 0.0% | 239 | -182 | -36.25% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | 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 |
| CGC Financial Services, LLC | History | New | 242 | 7 | 0.0% | — | 245 | +242 | New | Q3 2026 | Oct 13, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 200 | 7 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 187 | 5 | 0.0% | 0.0% | 248 | +4 | 2.19% | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 193 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 139 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 108 | 4 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CVA Family Office, LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 104 | 3 | 0.0% | — | 256 | +104 | New | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 120 | 3 | 0.0% | 0.0% | 253 | -64 | -34.78% | Q3 2026 | Oct 26, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 133 | 3 | 0.0% | 0.0% | 255 | -48 | -26.52% | Q3 2026 | Nov 05, 2026 |
| Manchester Capital Management LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 97 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 80 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 94 | 2 | 0.0% | 0.0% | 258 | +66 | 235.71% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 72 | 2 | 0.0% | — | 259 | +54 | 300.0% | Q3 2026 | Nov 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 71 | 2 | 0.0% | 0.0% | 257 | +26 | 57.78% | Q3 2026 | Oct 22, 2026 |
| Fortitude Family Office, LLC | History | Added to | 69 | 2 | 0.0% | 0.0% | 260 | +1 | 1.47% | Q3 2026 | Oct 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Wealth Management, LLC | History | New | 55 | 1 | 0.0% | — | 268 | +55 | New | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 42 | 1 | 0.0% | 0.0% | 263 | -20 | -32.26% | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 264 | +17 | 60.71% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 55 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 43 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -9,800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Lakeside Advisors, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -6,818 | -100.0% | Q3 2026 | Oct 19, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,691 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,215 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,368 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2026 | Oct 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -17 | -65.38% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Davis Capital Management | History | Added to | 18 | 0 | — | — | — | +14 | 350.0% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Reduced | 11 | 0 | — | 0.0% | — | -5 | -31.25% | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Monetary Solutions, Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WPG Advisers, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |