WOODSIDE ENERGY GROUP LTD - WDS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 5,265,345 | 101,726 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,744,323 | 72,340 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,860,793 | 55,270 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,713,530 | 33,105 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 1,551,115 | 29,967 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 848,103 | 16,385 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 694,480 | 13,417 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 654,779 | 12,650 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 630,667 | 12,184 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 591,873 | 11,434 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 522,176 | 10,088 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 515,463 | 9,958 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 517,684 | 9,882 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 487,503 | 9,418 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 415,076 | 8,019 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BARCLAYS PLC | History | No change | 371,214 | 7,171 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 368,611 | 7,121 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 336,891 | 6,751 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 341,025 | 6,588 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 326,760 | 6,313 | 1.24% | 1.24% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 325,448 | 6,287 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 318,306 | 6,149 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 290,035 | 5,603 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 272,652 | 5,267 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 205,879 | 3,977 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 203,862 | 3,938 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 193,269 | 3,733 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XY Capital Ltd | History | No change | 178,011 | 3,439 | 3.32% | 3.32% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 156,630 | 3,026 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | No change | 139,472 | 2,694 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 139,021 | 2,685 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 135,571 | 2,619 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 135,281 | 2,613 | 0.16% | 0.16% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 114,832 | 2,545 | 0.04% | 0.03% | 34 | +24,550 | 27.19% | Q3 2026 | Oct 01, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 127,789 | 2,468 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 127,281 | 2,459 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 126,209 | 2,438 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U S GLOBAL INVESTORS INC | History | No change | 125,000 | 2,415 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 121,729 | 2,351 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 116,848 | 2,257 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 114,295 | 2,208 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 114,295 | 2,208 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McAlvany Wealth Management LLC | History | No change | 110,051 | 2,126 | 1.59% | 1.59% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 106,975 | 2,066 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 106,921 | 2,065 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 106,663 | 2,060 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 105,529 | 2,038 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 102,932 | 1,988 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 103,323 | 1,978 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 98,042 | 1,894 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 92,952 | 1,795 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 92,702 | 1,791 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 89,638 | 1,731 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 87,538 | 1,691 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perpetual Ltd | History | No change | 81,067 | 1,566 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 81,074 | 1,566 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 79,952 | 1,544 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 78,462 | 1,515 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 78,467 | 1,515 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 75,877 | 1,465 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 75,062 | 1,450 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 71,600 | 1,383 | 0.38% | 0.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 68,917 | 1,331 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 68,203 | 1,317 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 66,397 | 1,282 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 66,264 | 1,280 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 65,899 | 1,273 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 63,235 | 1,221 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 62,580 | 1,209 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 62,187 | 1,201 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 62,477 | 1,192 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 59,950 | 1,158 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 58,500 | 1,130 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | No change | 51,796 | 1,115 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 56,595 | 1,093 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 55,175 | 1,065 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 54,950 | 1,061 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 54,234 | 1,047 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 51,246 | 990 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 51,021 | 985 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 49,664 | 959 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 48,685 | 940 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 46,760 | 903 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 46,280 | 894 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 45,825 | 885 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 45,456 | 878 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 44,413 | 858 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Callan Family Office, LLC | History | No change | 43,231 | 835 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 41,628 | 804 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 41,351 | 798 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 41,002 | 792 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 40,905 | 790 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 40,383 | 780 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 39,636 | 765 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,824 | 750 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 37,740 | 729 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hikari Tsushin, Inc. | History | No change | 35,381 | 683 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 35,995 | 681 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 34,317 | 663 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 33,583 | 648 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 33,339 | 644 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 33,349 | 644 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 32,949 | 636 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 32,452 | 626 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 32,400 | 625 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 31,301 | 604 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 30,570 | 590 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 30,284 | 585 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 30,156 | 583 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 29,555 | 571 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 28,825 | 556 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 24,394 | 540 | 0.05% | 0.04% | 112 | +319 | 1.33% | Q3 2026 | Oct 01, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 27,727 | 535 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankChampaign, National Association | History | No change | 27,586 | 532 | 0.41% | 0.41% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 26,772 | 517 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 24,848 | 480 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALT Holding Corp. | History | No change | 23,908 | 461 | 0.24% | 0.24% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 23,834 | 460 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 23,482 | 453 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 22,221 | 429 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 21,707 | 419 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steadtrust LLC | History | No change | 21,500 | 415 | 0.21% | 0.21% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Global Investments | History | No change | 19,872 | 384 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 19,873 | 383 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19,442 | 378 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Wealth Management, LLC | History | No change | 19,481 | 376 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 19,146 | 369 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,703 | 361 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 18,051 | 348 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 17,927 | 346 | 0.19% | 0.19% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 16,427 | 317 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 16,210 | 313 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 16,125 | 311 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Abel Hall, LLC | History | No change | 15,710 | 303 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | No change | 15,400 | 297 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,838 | 286 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 14,213 | 274 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 13,924 | 269 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisors Asset Management, Inc. | History | No change | 13,816 | 266 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 13,815 | 266 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 13,474 | 260 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PDS Planning, Inc | History | No change | 13,331 | 257 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 13,033 | 251 | 0.16% | 0.16% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,709 | 246 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Choate Investment Advisors | History | No change | 12,708 | 245 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,662 | 244 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,451 | 240 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,417 | 239 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,111 | 233 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENLEAF TRUST | History | No change | 11,521 | 222 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,411 | 220 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 9,675 | 219 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 11,283 | 217 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUB Investment Partners, LLC | History | No change | 11,202 | 216 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,000 | 212 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,970 | 211 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 10,969 | 211 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 10,701 | 206 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,547 | 203 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,295 | 177 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 9,137 | 176 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7,915 | 152 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,614 | 147 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,144 | 138 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| V-Square Quantitative Management LLC | History | No change | 6,720 | 129 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 6,649 | 128 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,607 | 127 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,582 | 107 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 5,368 | 103 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cromwell Holdings LLC | History | No change | 4,451 | 85 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EASTERN BANK | History | No change | 4,011 | 77 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,745 | 72 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 3,746 | 72 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 3,690 | 71 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,690 | 71 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Manchester Capital Management LLC | History | No change | 3,443 | 66 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,200 | 61 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,826 | 54 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,721 | 52 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,630 | 50 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 2,565 | 49 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,530 | 48 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,443 | 47 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 2,319 | 44 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,053 | 39 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 2,059 | 39 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 1,932 | 37 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,503 | 29 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 1,467 | 28 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,360 | 26 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,394 | 26 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,296 | 25 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,214 | 23 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,123 | 21 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 1,045 | 20 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 19 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| UMB Bank, n.a. | History | No change | 875 | 16 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 836 | 16 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 862 | 16 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 804 | 15 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 796 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 752 | 14 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 731 | 14 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 704 | 13 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 644 | 12 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 641 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 555 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bare Financial Services, Inc | History | No change | 655 | 12 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 595 | 11 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 591 | 11 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 502 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 530 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 506 | 9 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 498 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 512 | 9 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GW&K Investment Management, LLC | History | No change | 420 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 437 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 454 | 8 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| MOTCO | History | No change | 340 | 6 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 319 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 318 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | No change | 313 | 6 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 286 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 227 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 255 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 159 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smithfield Trust Co | History | No change | 145 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 170 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 188 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bangor Savings Bank | History | No change | 161 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Twin Tree Management, LP | History | No change | 200 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 182 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gleason Group, Inc. | History | No change | 187 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Continuum Advisory, LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 204 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Planning Strategies Inc. | History | New | 102 | 2 | 0.0% | — | 260 | +102 | New | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 106 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 134 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 104 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 153 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 114 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 144 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 108 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Costello Asset Management, INC | History | No change | 136 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 132 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVA Family Office, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 144 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Addison Advisors LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 137 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Perspectives, Inc | History | No change | 131 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Capital Advisory, LLC | History | No change | 124 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop National Bank | History | No change | 108 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| LRI Investments, LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 100 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 151 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dogwood Wealth Management LLC | History | No change | 128 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 108 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 78 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 70 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 89 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Bank, N.A. | History | No change | 54 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 102 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 61 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 90 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 65 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 57 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 58 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burk Holdings LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basepoint Wealth LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CENTRAL TRUST Co | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANZ SE | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inspire Investing, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Operose Advisors LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Olistico Wealth, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vanguard National Trust Co | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |