WORLD ACCEPTANCE CORP - WRLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prescott General Partners LLC | History | No change | 1,512,424 | 338,525 | 17.3% | 17.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 447,231 | 100,103 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 201,263 | 45,048 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 212,898 | 36,359 | 0.01% | 0.01% | 4 | -9,985 | -4.48% | Q3 2026 | Nov 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 113,086 | 25,312 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 111,615 | 24,982 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 106,260 | 23,784 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 97,266 | 21,760 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 95,846 | 21,453 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 92,361 | 20,673 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 71,447 | 15,991 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH THOMAS W | History | No change | 71,150 | 15,925 | 14.14% | 14.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 66,887 | 14,971 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 60,059 | 13,443 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 57,819 | 12,941 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 53,231 | 11,915 | 0.33% | 0.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 68,415 | 11,686 | 0.0% | 0.0% | 17 | -2,091 | -2.97% | Q3 2026 | Nov 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 50,158 | 11,226 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 45,624 | 10,212 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 45,588 | 10,203 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 43,800 | 9,803 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 37,898 | 8,482 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 37,623 | 8,421 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 32,610 | 7,299 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 28,999 | 6,490 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 28,000 | 6,267 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 27,516 | 6,158 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 26,468 | 5,924 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 24,298 | 5,438 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,243 | 5,426 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,839 | 5,112 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,520 | 5,040 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 20,995 | 4,699 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 17,811 | 3,986 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 19,858 | 3,391 | 0.0% | 0.0% | 35 | -589 | -2.88% | Q3 2026 | Nov 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 13,690 | 3,064 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,447 | 3,010 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 13,313 | 2,979 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 14,812 | 2,529 | 0.0% | 0.0% | 39 | +667 | 4.72% | Q3 2026 | Nov 02, 2026 |
| Jump Financial, LLC | History | No change | 11,230 | 2,513 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 10,969 | 2,455 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,027 | 2,244 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 12,942 | 2,210 | 0.0% | 0.0% | 43 | -102 | -0.78% | Q3 2026 | Nov 02, 2026 |
| Quadrature Capital Ltd | History | No change | 9,679 | 2,166 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 9,325 | 2,087 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 10,982 | 1,875 | 0.0% | 0.0% | 46 | -4,655 | -29.77% | Q3 2026 | Nov 06, 2026 |
| Nuveen, LLC | History | No change | 8,373 | 1,874 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 8,186 | 1,832 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 7,951 | 1,779 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 7,798 | 1,745 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 9,762 | 1,667 | 0.17% | 0.22% | 51 | -20 | -0.2% | Q3 2026 | Oct 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,404 | 1,657 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 7,185 | 1,608 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 7,018 | 1,570 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 8,849 | 1,511 | 0.01% | 0.02% | 55 | +152 | 1.75% | Q3 2026 | Nov 09, 2026 |
| RHUMBLINE ADVISERS | History | No change | 6,481 | 1,450 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 6,123 | 1,370 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,078 | 1,360 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,058 | 1,355 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 5,902 | 1,321 | 0.5% | 0.5% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,666 | 1,268 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,517 | 1,251 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 5,541 | 1,240 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,536 | 1,239 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Swiss National Bank | History | No change | 5,200 | 1,163 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,955 | 1,110 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 4,404 | 985 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 4,396 | 983 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,636 | 962 | 0.0% | 0.0% | 69 | +227 | 4.2% | Q3 2026 | Nov 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,259 | 947 | 0.0% | 0.0% | 70 | -476 | -8.3% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 5,515 | 941 | 0.02% | 0.03% | 71 | -833 | -13.12% | Q3 2026 | Oct 16, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 5,022 | 857 | 0.01% | 0.02% | 72 | +174 | 3.59% | Q3 2026 | Oct 13, 2026 |
| PDT Partners, LLC | History | No change | 3,729 | 834 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 3,583 | 801 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,433 | 768 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 3,400 | 761 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,391 | 749 | 0.0% | 0.0% | 77 | +528 | 13.67% | Q3 2026 | Oct 20, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 3,313 | 741 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,299 | 738 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 4,926 | 665 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,900 | 649 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,891 | 647 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Added to | 3,708 | 633 | 0.03% | 0.03% | 83 | +699 | 23.23% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,826 | 632 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,540 | 568 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,534 | 567 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | Reduced | 3,170 | 541 | 0.0% | 0.0% | 87 | -670 | -17.45% | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,328 | 521 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 2,229 | 498 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,145 | 480 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,121 | 474 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,111 | 472 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,771 | 471 | 0.0% | 0.01% | 93 | -429 | -13.41% | Q3 2026 | Oct 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,744 | 469 | 0.0% | 0.0% | 94 | -12 | -0.44% | Q3 2026 | Oct 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,077 | 464 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,037 | 455 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 2,026 | 453 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,883 | 421 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 1,844 | 412 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,741 | 389 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,144 | 366 | 0.0% | 0.0% | 101 | -32 | -1.47% | Q3 2026 | Nov 05, 2026 |
| Jain Global LLC | History | No change | 1,619 | 362 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 1,611 | 361 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,110 | 360 | 0.0% | 0.0% | 104 | -172 | -7.54% | Q3 2026 | Nov 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,609 | 360 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,569 | 351 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 1,993 | 340 | 0.0% | 0.0% | 107 | +87 | 4.56% | Q3 2026 | Nov 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,760 | 300 | 0.0% | 0.0% | 108 | -128 | -6.78% | Q3 2026 | Nov 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,726 | 295 | 0.0% | 0.0% | 109 | -47 | -2.65% | Q3 2026 | Nov 05, 2026 |
| Odyssean, LLC | History | No change | 1,291 | 288 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,275 | 285 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 1,620 | 276 | 0.0% | 0.01% | 113 | -178 | -9.9% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,234 | 276 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,161 | 259 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,495 | 255 | 0.0% | 0.01% | 115 | -9,978 | -86.97% | Q3 2026 | Oct 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,136 | 254 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,434 | 244 | 0.0% | — | 117 | +1,434 | New | Q3 2026 | Nov 09, 2026 |
| Arax Advisory Partners | History | No change | 1,079 | 241 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 1,069 | 239 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 1,380 | 235 | 0.0% | 0.0% | 120 | -105 | -7.07% | Q3 2026 | Nov 05, 2026 |
| Vestcor Inc | History | No change | 1,036 | 232 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 995 | 222 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 947 | 212 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 922 | 206 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | No change | 1,200 | 204 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 902 | 201 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 800 | 179 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 758 | 169 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 656 | 147 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 800 | 137 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 801 | 136 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| CITIGROUP INC | History | Reduced | 680 | 116 | 0.0% | 0.0% | 132 | -1,692 | -71.33% | Q3 2026 | Nov 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 617 | 105 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Added to | 606 | 103 | 0.0% | 0.0% | 134 | +58 | 10.58% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | Added to | 435 | 97 | 0.0% | 0.0% | 135 | +2 | 0.46% | Q3 2026 | Nov 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 386 | 86 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 355 | 79 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 426 | 72 | 0.0% | 0.0% | 138 | +36 | 9.23% | Q3 2026 | Nov 06, 2026 |
| Versant Capital Management, Inc | History | No change | 389 | 66 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 218 | 48 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 245 | 42 | 0.0% | — | 141 | +245 | New | Q3 2026 | Oct 22, 2026 |
| SouthState Bank Corp | History | No change | 200 | 34 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 151 | 25 | 0.0% | 0.0% | 143 | -5 | -3.21% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 136 | 23 | 0.0% | 0.0% | 144 | +73 | 115.87% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Added to | 136 | 23 | 0.0% | 0.0% | 146 | +17 | 14.29% | Q3 2026 | Oct 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 106 | 23 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 129 | 22 | 0.0% | 0.0% | 148 | -8 | -5.84% | Q3 2026 | Oct 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 130 | 22 | 0.0% | 0.0% | 149 | +5 | 4.0% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 102 | 22 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 88 | 19 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88 | 18 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 84 | 18 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 92 | 15 | 0.01% | 0.01% | 153 | -7 | -7.07% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 70 | 11 | 0.0% | — | 156 | +70 | New | Q3 2026 | Oct 21, 2026 |
| Colonial Trust Advisors | History | No change | 50 | 11 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 66 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Parallel Advisors, LLC | History | No change | 59 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 54 | 9 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 50 | 8 | 0.0% | 0.0% | 159 | -3 | -5.66% | Q3 2026 | Oct 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 38 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 42 | 7 | 0.0% | 0.0% | 161 | +12 | 40.0% | Q3 2026 | Nov 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 46 | 7 | 0.0% | 0.0% | 162 | -4 | -8.0% | Q3 2026 | Oct 22, 2026 |
| Pacer Advisors, Inc. | History | No change | 30 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 29 | 5 | 0.0% | 0.0% | 164 | -16 | -35.56% | Q3 2026 | Nov 09, 2026 |
| ASSETMARK, INC | History | Added to | 35 | 5 | 0.0% | 0.0% | 165 | +5 | 16.67% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 27 | 4 | 0.0% | — | 170 | +27 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 28 | 4 | 0.0% | 0.0% | 168 | +7 | 33.33% | Q3 2026 | Oct 26, 2026 |
| Larson Financial Group LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 166 | +6 | 27.27% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 22 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 22 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 16 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 10 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 11 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -11,326 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,234 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,004 | -100.0% | Q3 2026 | Nov 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,535 | -100.0% | Q3 2026 | Nov 09, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,424 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -11 | -91.67% | Q3 2026 | Nov 06, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 30, 2026 |
| UMB Private Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 19, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |