JOHN WILEY & SONS, INC. - WLY
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.
Details.
Rows: 0
| 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 | 6,200,148 | 300,769 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,029,372 | 146,937 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,494,247 | 120,995 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,434,536 | 118,099 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,263,854 | 109,730 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,886,661 | 90,106 | 0.02% | 0.02% | 6 | +3,221 | 0.17% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,680,939 | 81,517 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,578,053 | 76,551 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 1,266,653 | 61,445 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,022,604 | 49,607 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,016,590 | 49,306 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 923,562 | 44,802 | 0.29% | 0.29% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | No change | 865,460 | 41,983 | 2.87% | 2.87% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 790,867 | 38,364 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 759,081 | 36,823 | 3.11% | 3.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 763,551 | 36,467 | 0.02% | 0.02% | 16 | +10,785 | 1.43% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 730,634 | 35,331 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 713,846 | 34,628 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 576,223 | 27,952 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 545,369 | 26,455 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 527,226 | 25,575 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 448,795 | 21,771 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 459,003 | 21,732 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 424,616 | 20,598 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 411,012 | 19,938 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 370,851 | 17,989 | 0.78% | 0.78% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Access Investment Management LLC | History | Added to | 368,339 | 17,591 | 4.27% | 4.55% | 27 | +2,345 | 0.64% | Q3 2026 | Oct 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 314,236 | 15,243 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 272,757 | 13,225 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 240,231 | 11,653 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 238,884 | 11,588 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 238,819 | 11,405 | 0.15% | — | 32 | +238,819 | New | Q3 2026 | Oct 21, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 212,980 | 10,331 | 0.24% | 0.24% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 204,245 | 9,754 | 0.01% | 0.01% | 34 | +49,317 | 31.83% | Q3 2026 | Oct 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 184,159 | 8,933 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 180,974 | 8,779 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 179,800 | 8,722 | 0.17% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 171,214 | 8,300 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 164,924 | 8,000 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 162,208 | 7,868 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 155,482 | 7,542 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 153,316 | 7,437 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 148,038 | 7,181 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 142,121 | 6,894 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 139,600 | 6,771 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 137,032 | 6,647 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 133,464 | 6,474 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 133,134 | 6,458 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 123,682 | 5,999 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 124,079 | 5,841 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 114,451 | 5,422 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 111,606 | 5,414 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | Added to | 106,174 | 5,070 | 0.84% | 0.83% | 53 | +3,137 | 3.04% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 100,971 | 4,898 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 100,689 | 4,884 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 95,633 | 4,639 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 94,400 | 4,579 | 1.06% | 1.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 88,482 | 4,292 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 87,422 | 4,206 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 82,145 | 3,984 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 76,800 | 3,725 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phocas Financial Corp. | History | No change | 75,604 | 3,667 | 0.51% | 0.51% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 74,261 | 3,602 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 71,961 | 3,490 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 65,752 | 3,189 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 63,153 | 3,063 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 63,063 | 3,011 | 0.0% | 0.0% | 67 | +7,694 | 13.9% | Q3 2026 | Nov 02, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 58,721 | 2,849 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 58,718 | 2,848 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 59,960 | 2,816 | 0.11% | 0.11% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisors Asset Management, Inc. | History | No change | 56,222 | 2,727 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 55,508 | 2,693 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 55,411 | 2,687 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 54,820 | 2,659 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Capital Management | History | Added to | 52,765 | 2,520 | 0.29% | 0.3% | 75 | +2,376 | 4.72% | Q3 2026 | Oct 21, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 50,079 | 2,418 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 49,712 | 2,411 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 49,286 | 2,354 | 0.0% | 0.0% | 78 | -514 | -1.03% | Q3 2026 | Oct 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 43,669 | 2,097 | 0.79% | 0.79% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 42,482 | 2,060 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 42,267 | 2,050 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 42,117 | 2,043 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 41,880 | 2,031 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,231 | 1,951 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 39,620 | 1,921 | 0.3% | 0.3% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 39,498 | 1,915 | 0.0% | — | 86 | +39,498 | New | Q3 2026 | Oct 27, 2026 |
| Neo Ivy Capital Management | History | No change | 39,182 | 1,900 | 0.44% | 0.44% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 39,104 | 1,896 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnetar Financial LLC | History | No change | 38,278 | 1,856 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 37,408 | 1,814 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 36,069 | 1,748 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 35,300 | 1,712 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 36,042 | 1,700 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 35,000 | 1,697 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 34,685 | 1,682 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Horizon Investments, LLC | History | No change | 19,230 | 1,655 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,047 | 1,640 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 33,180 | 1,584 | 0.35% | 0.35% | 98 | -410 | -1.22% | Q3 2026 | Oct 20, 2026 |
| Brickwood Asset Management LLP | History | No change | 26,820 | 1,301 | 0.93% | 0.93% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 25,795 | 1,251 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 25,000 | 1,212 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 24,277 | 1,177 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,029 | 1,117 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 23,000 | 1,098 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 22,521 | 1,075 | 0.0% | — | 105 | +22,521 | New | Q3 2026 | Nov 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,773 | 1,056 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 21,071 | 1,022 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 19,987 | 969 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 19,083 | 911 | 0.06% | 0.06% | 109 | -211 | -1.09% | Q3 2026 | Oct 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,113 | 878 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 18,268 | 872 | 0.08% | — | 111 | +18,268 | New | Q3 2026 | Oct 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 17,319 | 827 | 0.0% | 0.01% | 112 | -5,822 | -25.16% | Q3 2026 | Oct 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,800 | 802 | 0.01% | 0.01% | 113 | -400 | -2.33% | Q3 2026 | Oct 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,248 | 788 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| XTX Topco Ltd | History | No change | 15,856 | 769 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 14,368 | 696 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 13,218 | 641 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 13,137 | 637 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 13,016 | 631 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 12,891 | 625 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,727 | 617 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,959 | 580 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | New | 11,980 | 572 | 0.0% | — | 123 | +11,980 | New | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,360 | 551 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | Added to | 11,132 | 531 | 0.0% | 0.0% | 125 | +1,429 | 14.73% | Q3 2026 | Nov 04, 2026 |
| Blackstone Inc. | History | No change | 10,502 | 509 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 10,642 | 508 | 0.0% | 0.0% | 127 | +72 | 0.68% | Q3 2026 | Nov 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,359 | 503 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,284 | 498 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,260 | 497 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 10,259 | 497 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,161 | 492 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,236 | 489 | 0.0% | 0.0% | 133 | -292 | -2.77% | Q3 2026 | Oct 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,051 | 487 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,022 | 478 | 0.01% | 0.01% | 135 | -480 | -4.57% | Q3 2026 | Oct 22, 2026 |
| Blueshift Asset Management, LLC | History | No change | 9,568 | 464 | 0.11% | 0.11% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,400 | 455 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 9,500 | 454 | 0.0% | — | 138 | +9,500 | New | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,345 | 453 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,226 | 447 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 9,303 | 444 | 0.0% | — | 141 | +9,303 | New | Q3 2026 | Nov 03, 2026 |
| SG Americas Securities, LLC | History | No change | 8,998 | 436 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,893 | 424 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,618 | 410 | 0.0% | 0.01% | 144 | -6,148 | -41.64% | Q3 2026 | Oct 15, 2026 |
| Optimist Retirement Group LLC | History | No change | 8,605 | 410 | 0.17% | 0.16% | 145 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 8,110 | 387 | 0.18% | 0.15% | 146 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 7,909 | 383 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,625 | 369 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,507 | 364 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | New | 7,602 | 363 | 0.01% | — | 150 | +7,602 | New | Q3 2026 | Oct 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 7,421 | 354 | 0.0% | 0.0% | 151 | +828 | 12.56% | Q3 2026 | Oct 27, 2026 |
| Engineers Gate Manager LP | History | No change | 6,900 | 334 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,725 | 332 | 0.0% | 0.0% | 153 | +196 | 3.0% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,814 | 330 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,721 | 320 | 0.0% | 0.0% | 155 | -669 | -9.05% | Q3 2026 | Nov 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 6,107 | 296 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,991 | 290 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,945 | 288 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 5,742 | 278 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,673 | 275 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 5,406 | 262 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,479 | 261 | 0.0% | 0.0% | 162 | -238 | -4.16% | Q3 2026 | Nov 03, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 5,373 | 260 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,256 | 254 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 5,180 | 251 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,140 | 249 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 5,135 | 249 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,131 | 248 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,060 | 245 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 5,057 | 245 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,966 | 240 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 4,930 | 239 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penbrook Management LLC | History | No change | 5,000 | 238 | 0.14% | 0.15% | 173 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 4,930 | 235 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 4,846 | 231 | 0.0% | 0.0% | 175 | -15,774 | -76.5% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,682 | 227 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,603 | 223 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,506 | 215 | 0.0% | 0.0% | 178 | +21 | 0.47% | Q3 2026 | Oct 23, 2026 |
| Amundi | History | No change | 4,445 | 215 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trajan Wealth LLC | History | No change | 4,446 | 215 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Capital Management, Inc. | History | Reduced | 4,452 | 212 | 0.08% | 0.09% | 182 | -334 | -6.98% | Q3 2026 | Nov 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,386 | 212 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 4,500 | 210 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,183 | 202 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 3,715 | 180 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 3,601 | 171 | 0.01% | 0.01% | 186 | +378 | 11.73% | Q3 2026 | Oct 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,440 | 166 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,251 | 157 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axxion S.A. | History | New | 3,122 | 149 | 0.01% | — | 189 | +3,122 | New | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 3,051 | 145 | 0.0% | 0.0% | 190 | +805 | 35.84% | Q3 2026 | Oct 21, 2026 |
| Nykredit A/S | History | No change | 2,652 | 128 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,667 | 127 | 0.0% | 0.0% | 192 | -399 | -13.01% | Q3 2026 | Nov 04, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,600 | 124 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | No change | 2,410 | 115 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,226 | 106 | 0.0% | 0.0% | 195 | +740 | 49.8% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,706 | 82 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,502 | 73 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,493 | 72 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STRS OHIO | History | New | 1,500 | 71 | 0.0% | — | 199 | +1,500 | New | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 1,388 | 67 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 1,361 | 65 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,033 | 50 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,001 | 47 | 0.0% | 0.0% | 203 | +495 | 97.83% | Q3 2026 | Oct 22, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 917 | 43 | 0.02% | — | 204 | +917 | New | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 832 | 39 | 0.0% | 0.0% | 205 | +659 | 380.92% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 807 | 39 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 787 | 37 | 0.0% | 0.0% | 207 | +241 | 44.14% | Q3 2026 | Oct 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 700 | 33 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 695 | 33 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 634 | 30 | 0.0% | 0.0% | 210 | +26 | 4.28% | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 562 | 26 | 0.0% | 0.0% | 211 | -112 | -16.62% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 550 | 26 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 470 | 22 | 0.0% | 0.0% | 213 | +338 | 256.06% | Q3 2026 | Nov 04, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 400 | 19 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 383 | 18 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 389 | 18 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 359 | 17 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 353 | 17 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 290 | 13 | 0.0% | — | 221 | +290 | New | Q3 2026 | Oct 21, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 271 | 13 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 254 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 187 | 9 | 0.01% | 0.01% | 223 | -15 | -7.43% | Q3 2026 | Oct 30, 2026 |
| Boreal Capital Management LLC | History | No change | 196 | 9 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 167 | 8 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 150 | 7 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 132 | 6 | 0.0% | 0.0% | 228 | +5 | 3.94% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 131 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 120 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 233 | +49 | 89.09% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 99 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Essential Partners LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 74 | 3 | 0.0% | — | 238 | +74 | New | Q3 2026 | Oct 09, 2026 |
| CVA Family Office, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 82 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 43 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 55 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | No change | 46 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 45 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VIMA LLC | History | New | 35 | 1 | 0.0% | — | 252 | +35 | New | Q3 2026 | Oct 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 36 | 1 | 0.0% | — | 247 | +16 | 80.0% | Q3 2026 | Oct 22, 2026 |
| True Wealth Design, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 29 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,708 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,207 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 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 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Creative Capital Management Investments LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |