WATSCO INC - WSO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 4,192,920 1,747,315 0.03% 0.03% 1 +102,864 2.51% Q2 2026 Aug 07, 2026
Capital International Investors History Added to 3,485,525 1,452,268 0.3% 0.3% 2 +8,294 0.24% Q2 2026 Aug 12, 2026
Capital Research Global Investors History Added to 1,902,230 792,709 0.11% 0.11% 3 +3,627 0.19% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 1,770,531 737,833 0.03% 0.03% 4 +19,477 1.11% Q2 2026 Aug 13, 2026
FMR LLC History Reduced 1,705,273 710,637 0.03% 0.04% 5 -185,049 -9.79% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 1,579,210 658,104 0.01% 0.01% 6 +11,711 0.75% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,459,768 607,859 0.08% 0.07% 7 +119,367 8.91% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 1,323,011 551,338 0.02% 0.02% 8 +49,070 3.85% Q2 2026 Sep 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,134,361 472,722 1.47% 1.42% 9 -194,844 -14.66% Q2 2026 Aug 13, 2026
BAILLIE GIFFORD & CO History Reduced 1,129,536 470,711 0.43% 0.42% 10 -7,722 -0.68% Q2 2026 Aug 06, 2026
MORGAN STANLEY History Added to 902,995 376,304 0.02% 0.02% 11 +11,414 1.28% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 659,265 274,190 0.01% 0.01% 12 +5,235 0.8% Q2 2026 Aug 12, 2026
MARKEL GROUP INC. History Added to 597,750 249,100 1.9% 1.77% 13 +15,581 2.68% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History Reduced 564,024 235,045 0.61% 0.61% 14 -18,676 -3.21% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History Reduced 530,366 220,063 1.08% 1.08% 15 -14,912 -2.73% Q2 2026 Jul 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 398,839 166,208 0.03% 0.03% 16 -22,349 -5.31% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 386,397 161,023 0.04% 0.05% 17 -41,065 -9.61% Q2 2026 Aug 14, 2026
UBS Group AG History Reduced 360,182 150,098 0.02% 0.02% 18 -2,945 -0.81% Q2 2026 Aug 13, 2026
NORGES BANK History New 340,450 141,875 0.01% — 19 +340,450 New Q2 2026 Aug 12, 2026
Capital World Investors History No change 339,018 141,278 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 335,225 139,693 0.01% 0.02% 21 -226,815 -40.36% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 333,627 139,032 0.02% 0.02% 22 +8,321 2.56% Q2 2026 Aug 13, 2026
Hamlin Capital Management, LLC History Reduced 304,324 126,820 2.85% 2.96% 23 -33,011 -9.79% Q2 2026 Jul 07, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 299,013 124,607 0.19% 0.21% 24 -31,870 -9.63% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 286,256 119,291 0.01% 0.01% 25 +46,650 19.47% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History Added to 267,656 111,540 0.51% 0.48% 26 +5,732 2.19% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 260,848 108,703 0.03% 0.03% 27 -31,508 -10.78% Q2 2026 Sep 23, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 246,130 102,573 0.05% 0.03% 28 +71,579 41.01% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 245,542 101,626 0.02% 0.02% 29 +8,360 3.52% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Reduced 235,013 97,936 0.02% 0.02% 30 -16,765 -6.66% Q2 2026 Aug 06, 2026
CALEDONIA INVESTMENTS PLC History No change 232,927 97,067 10.99% 9.89% 31 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 221,702 92,389 0.02% 0.02% 32 +4,951 2.28% Q2 2026 Aug 13, 2026
WELCH & FORBES LLC History Reduced 209,280 87,213 1.06% 0.99% 33 -525 -0.25% Q2 2026 Jul 30, 2026
JPMORGAN CHASE & CO History Added to 207,064 85,021 0.0% 0.0% 34 +5,765 2.86% Q2 2026 Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 203,204 84,681 0.37% 0.44% 35 -22,792 -10.09% Q2 2026 Aug 12, 2026
Findlay Park Partners LLP History New 188,840 78,695 1.06% — 36 +188,840 New Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 177,259 73,869 0.01% 0.01% 37 -138,816 -43.92% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 166,210 69,264 1.98% 1.91% 38 +3,571 2.2% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History Added to 160,683 66,963 0.01% 0.01% 39 +92,111 134.33% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History Added to 151,676 63,207 0.1% 0.06% 40 +48,776 47.4% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 151,160 62,992 0.09% 0.12% 41 -65,240 -30.15% Q2 2026 Aug 13, 2026
Vantage Investment Partners, LLC History No change 171,864 62,522 4.31% 4.31% 42 0 0.0% Q1 2026 May 01, 2026
ROYAL BANK OF CANADA History Added to 148,207 61,762 0.01% 0.01% 43 +4,034 2.8% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Added to 144,919 60,392 0.08% 0.07% 44 +1,703 1.19% Q2 2026 Aug 27, 2026
CITIGROUP INC History Added to 139,518 58,141 0.02% 0.01% 45 +54,066 63.27% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 135,045 56,277 0.01% 0.01% 46 -14,647 -9.78% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 132,056 55,031 0.01% 0.01% 47 -8,114 -5.79% Q2 2026 Aug 14, 2026
Epoch Investment Partners, Inc. History Reduced 131,903 54,967 0.31% 0.29% 48 -1,566 -1.17% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History Reduced 130,302 54,300 0.04% 0.04% 49 -180 -0.14% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History Reduced 128,444 53,548 0.49% 0.51% 50 -13,457 -9.48% Q2 2026 Jul 24, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 123,775 51,580 0.19% 0.23% 51 -23,605 -16.02% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History Reduced 121,392 50,579 0.06% 0.06% 52 -6,512 -5.09% Q2 2026 Aug 13, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 120,334 50,146 1.4% 1.17% 53 -11,404 -8.66% Q2 2026 Jul 13, 2026
Baird Financial Group, Inc. History Reduced 112,909 47,052 0.06% 0.07% 54 -9,297 -7.61% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History Added to 108,856 45,363 0.03% 0.03% 55 +1,746 1.63% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 104,992 43,753 0.18% 0.17% 56 -1,091 -1.03% Q2 2026 Aug 10, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 103,965 43,325 0.46% 0.6% 57 -21,142 -16.9% Q2 2026 Jul 13, 2026
STIFEL FINANCIAL CORP History Reduced 103,164 42,994 0.04% 0.04% 58 -7,596 -6.86% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 98,582 41,082 0.03% 0.09% 59 -202,514 -67.26% Q2 2026 Aug 14, 2026
Swiss National Bank History Reduced 98,564 41,074 0.02% 0.02% 60 -3,920 -3.82% Q2 2026 Aug 11, 2026
Legal & General Group Plc History Reduced 94,084 39,207 0.01% 0.01% 61 -9,670 -9.32% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 92,175 38,412 0.01% 0.01% 62 +28,298 44.3% Q2 2026 Aug 07, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 91,748 38,233 1.07% 0.95% 63 +370 0.4% Q2 2026 Aug 05, 2026
Invesco Ltd. History Added to 90,437 37,688 0.0% 0.0% 64 +14,996 19.88% Q2 2026 Aug 14, 2026
Swedbank AB History Added to 87,004 36,257 0.03% 0.02% 65 +28,790 49.46% Q2 2026 Jul 15, 2026
Conestoga Capital Advisors, LLC History Reduced 80,975 33,744 0.73% 0.89% 66 -40,929 -33.57% Q2 2026 Jul 24, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 80,495 33,544 1.21% 1.2% 67 -2,669 -3.21% Q2 2026 Jul 13, 2026
FENIMORE ASSET MANAGEMENT INC History Reduced 80,217 33,428 0.69% 0.66% 68 -754 -0.93% Q2 2026 Jul 14, 2026
DEARBORN PARTNERS LLC History No change 89,590 32,592 1.76% 1.76% 69 0 0.0% Q2 2026 Aug 13, 2026
DUDLEY & SHANLEY, INC. History Added to 78,012 32,509 4.91% 3.31% 70 +22,320 40.08% Q2 2026 Jul 09, 2026
Wilkinson Global Asset Management LLC History Reduced 75,839 31,604 2.51% 2.16% 71 -2,245 -2.88% Q2 2026 Aug 06, 2026
ALPS ADVISORS INC History Reduced 71,021 29,596 0.14% 0.12% 72 -446 -0.62% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 71,378 29,554 0.01% 0.0% 73 +50,218 237.33% Q2 2026 Aug 14, 2026
CAPITAL ADVISORS INC/OK History Reduced 70,906 29,548 0.43% 0.42% 74 -182 -0.26% Q2 2026 Jul 22, 2026
Curi Capital, LLC History Added to 69,438 28,936 0.45% 0.42% 75 +3,783 5.76% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 67,281 28,038 0.0% 0.0% 76 +35,404 111.06% Q2 2026 Sep 02, 2026
Giverny Capital Inc. History New 65,975 27,493 0.92% — 77 +65,975 New Q2 2026 Aug 26, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 65,931 27,475 0.02% 0.02% 78 -4,002 -5.72% Q2 2026 Jul 30, 2026
AE Wealth Management LLC History Added to 65,866 27,448 0.13% 0.0% 79 +64,879 6573.35% Q2 2026 Aug 03, 2026
Nuveen, LLC History Reduced 64,442 26,854 0.01% 0.01% 80 -10,858 -14.42% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History Added to 64,009 26,674 0.03% 0.03% 81 +784 1.24% Q2 2026 Aug 14, 2026
Capital International, Inc./CA/ History Reduced 63,506 26,464 0.19% 0.18% 82 -45 -0.07% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History Reduced 63,068 26,282 0.06% 0.07% 83 -500 -0.79% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 59,266 24,698 0.02% 0.02% 84 +2,683 4.74% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 58,745 24,129 0.01% 0.01% 85 +80 0.14% Q2 2026 Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 57,428 23,932 0.55% 0.46% 86 -2,631 -4.38% Q2 2026 Aug 06, 2026
Handelsbanken Fonder AB History Reduced 52,480 21,870 0.06% 0.06% 87 -258 -0.49% Q2 2026 Jul 10, 2026
Pembroke Management, LTD History Reduced 50,664 21,113 3.31% 2.73% 88 -1,214 -2.34% Q2 2026 Jul 22, 2026
DDD Partners, LLC History Reduced 50,426 21,014 1.31% 1.27% 89 -70 -0.14% Q2 2026 Aug 05, 2026
FEDERATED HERMES, INC. History Added to 50,409 21,006 0.03% 0.03% 90 +5,987 13.48% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History Added to 50,316 20,968 0.15% 0.01% 91 +48,516 2695.33% Q2 2026 Aug 12, 2026
Amundi History Added to 50,125 20,888 0.01% 0.0% 92 +2,558 5.38% Q2 2026 Aug 11, 2026
HEARTLAND ADVISORS INC History Reduced 49,860 20,778 0.93% 0.96% 93 -1,733 -3.36% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 49,260 20,528 0.01% 0.01% 94 +2,992 6.47% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 49,013 20,425 0.03% 0.04% 95 -8,479 -14.75% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 48,351 20,149 0.06% 0.07% 96 -6,611 -12.03% Q2 2026 Jul 28, 2026
Bridgewater Associates, LP History New 47,897 19,960 0.08% — 97 +47,897 New Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 46,560 19,402 0.02% 0.02% 98 -8,444 -15.35% Q2 2026 Aug 24, 2026
Williams Jones Wealth Management, LLC. History Reduced 45,087 18,789 0.21% 0.21% 99 -913 -1.98% Q2 2026 Aug 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 44,475 18,534 0.01% 0.01% 100 -2,081 -4.47% Q2 2026 Aug 07, 2026
GRACE & WHITE INC /NY History No change 42,200 17,586 2.78% 2.71% 101 0 0.0% Q2 2026 Jul 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 47,739 17,366 0.01% 0.01% 102 -265 -0.55% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 40,467 16,863 0.03% 0.03% 103 -7,100 -14.93% Q2 2026 Aug 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 40,371 16,823 0.01% 0.01% 104 +3,693 10.07% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 39,691 16,540 0.03% 0.02% 105 +5,687 16.72% Q2 2026 Aug 10, 2026
BARCLAYS PLC History Added to 39,243 16,353 0.0% 0.0% 106 +4,973 14.51% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 38,158 15,903 0.0% 0.0% 107 +1,246 3.38% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 37,605 15,671 0.04% 0.03% 108 +9,426 33.45% Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 37,680 15,604 0.01% 0.02% 109 -16,595 -30.58% Q2 2026 Aug 05, 2026
Bath Savings Trust Co History Reduced 37,227 15,513 1.61% 1.46% 110 -391 -1.04% Q2 2026 Jul 09, 2026
LaFleur & Godfrey LLC History Reduced 36,553 15,232 1.81% 1.68% 111 -477 -1.29% Q2 2026 Jul 15, 2026
Covington Investment Advisors Inc. History Added to 34,423 14,345 1.85% 1.82% 112 +325 0.95% Q2 2026 Aug 13, 2026
Redmond Asset Management, LLC History Added to 34,338 14,309 3.57% 3.04% 113 +3,759 12.29% Q2 2026 Aug 14, 2026
Motley Fool Asset Management LLC History Reduced 33,809 14,089 0.54% 0.55% 114 -1,557 -4.4% Q2 2026 Aug 06, 2026
DekaBank Deutsche Girozentrale History No change 38,869 14,088 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 05, 2026
WASHINGTON TRUST Co History Reduced 33,608 14,005 0.44% 0.45% 116 -2,711 -7.46% Q2 2026 Aug 03, 2026
Patrick Mauro Investment Advisor, INC. History Reduced 33,278 13,867 6.97% 6.43% 117 -1,892 -5.38% Q2 2026 Aug 10, 2026
LPL Financial LLC History Added to 32,777 13,659 0.0% 0.0% 118 +489 1.51% Q2 2026 Aug 07, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 32,568 13,573 0.09% 0.09% 119 +600 1.88% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 32,362 13,486 0.02% 0.03% 120 -1,515 -4.47% Q2 2026 Jul 23, 2026
Carnegie Investment Counsel History Added to 30,491 12,706 0.25% 0.21% 121 +779 2.62% Q2 2026 Jul 30, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 30,149 12,564 1.33% 1.22% 122 -560 -1.82% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History Added to 29,849 12,440 0.18% 0.17% 123 +286 0.97% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 29,331 12,223 0.02% 0.03% 124 +4,611 18.65% Q2 2026 Jul 22, 2026
Crown Oak Advisors, LLC History Added to 29,315 12,216 5.69% 4.94% 125 +2,218 8.19% Q2 2026 Jul 17, 2026
AVIVA PLC History Added to 28,839 12,018 0.02% 0.02% 126 +326 1.14% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History New 28,187 11,746 0.01% — 127 +28,187 New Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 27,953 11,648 0.03% 0.04% 128 -16,106 -36.56% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History Added to 27,670 11,531 0.01% 0.01% 129 +4,364 18.72% Q2 2026 Aug 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 27,161 11,318 0.08% 0.09% 130 -2,700 -9.04% Q2 2026 Jul 22, 2026
MARSHALL WACE, LLP History Added to 26,755 11,149 0.01% 0.01% 131 +12,425 86.71% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History Added to 26,551 11,064 0.01% 0.01% 132 +8,186 44.57% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History Reduced 25,843 10,769 0.01% 0.01% 133 -984 -3.67% Q2 2026 Jul 28, 2026
CANADA LIFE ASSURANCE Co History Reduced 25,749 10,736 0.02% 0.03% 134 -23,793 -48.03% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Reduced 25,661 10,695 0.01% 0.01% 135 -3,120 -10.84% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 25,480 10,618 0.0% 0.0% 136 -3,456 -11.94% Q2 2026 Aug 13, 2026
ING GROEP NV History New 25,400 10,584 0.05% — 137 +25,400 New Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History Added to 25,331 10,556 0.02% 0.0% 138 +21,757 608.76% Q2 2026 Aug 12, 2026
Running Oak Capital LLC History Reduced 25,317 10,550 1.8% 1.71% 139 -9,444 -27.17% Q2 2026 Jul 30, 2026
Intrinsic Edge Capital Management LLC History Reduced 25,000 10,418 1.08% 2.41% 140 -15,000 -37.5% Q2 2026 Aug 12, 2026
Taylor Securities Services, Inc. History Added to 24,344 10,144 4.12% 4.05% 141 +519 2.18% Q2 2026 Aug 13, 2026
DF DENT & CO INC History Added to 24,109 10,042 0.19% 0.17% 142 +28 0.12% Q2 2026 Aug 14, 2026
Ascent Group, LLC History Added to 24,089 10,038 0.3% 0.28% 143 +1,715 7.67% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History Reduced 23,700 9,876 0.02% 0.01% 144 -594 -2.45% Q2 2026 Aug 13, 2026
COMMERCE BANK History Added to 23,693 9,873 0.04% 0.04% 145 +1,184 5.26% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 23,467 9,779 0.09% 0.12% 146 -5,949 -20.22% Q2 2026 Jul 30, 2026
Ironvine Capital Partners, LLC History Added to 22,295 9,290 0.87% 0.76% 147 +3,348 17.67% Q2 2026 Aug 10, 2026
Aberdeen Group plc History Reduced 22,081 9,201 0.01% 0.01% 148 -2,726 -10.99% Q2 2026 Jul 31, 2026
BLI - Banque de Luxembourg Investments History Reduced 22,150 9,113 0.32% 0.29% 149 -6,350 -22.28% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History Added to 21,509 8,963 0.67% 0.65% 150 +5 0.02% Q2 2026 Sep 15, 2026
SG Capital Management LLC History Reduced 21,293 8,873 0.73% 6.31% 151 -239,898 -91.85% Q2 2026 Aug 07, 2026
Erste Asset Management GmbH History New 21,300 8,745 0.07% — 152 +21,300 New Q2 2026 Jul 28, 2026
Korea Investment CORP History Reduced 20,002 8,335 0.02% 0.02% 153 -8,743 -30.42% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 19,951 8,314 0.01% 0.01% 154 -2,213 -9.98% Q2 2026 Sep 09, 2026
Premier Fund Managers Ltd History Reduced 20,205 8,294 0.75% 1.25% 155 -30,189 -59.91% Q2 2026 Jul 22, 2026
Advisors Capital Management, LLC History Reduced 19,883 8,286 0.09% 0.09% 156 -363 -1.79% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History Reduced 19,619 8,175 0.08% 0.09% 157 -3,175 -13.93% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History Added to 19,545 8,144 0.0% 0.0% 158 +9,820 100.98% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 18,638 7,767 0.01% 0.01% 159 +1,297 7.48% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 18,496 7,707 0.01% 0.0% 160 +14,558 369.68% Q2 2026 Aug 12, 2026
Canal Capital Management, LLC History Added to 18,245 7,603 0.93% 0.88% 161 +275 1.53% Q2 2026 Jul 28, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History Reduced 17,853 7,439 1.0% 0.98% 162 -793 -4.25% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 17,775 7,407 0.01% 0.02% 163 -433 -2.38% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 17,699 7,375 0.09% 0.0% 164 +16,891 2090.47% Q2 2026 Aug 06, 2026
Vision Capital Management, Inc. History Reduced 17,406 7,253 0.83% 0.8% 165 -84 -0.48% Q2 2026 Aug 10, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 17,369 7,238 0.45% 0.46% 166 -5 -0.03% Q2 2026 Jul 23, 2026
DANSKE BANK A/S History Added to 17,362 7,235 0.01% 0.01% 167 +965 5.89% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 17,124 7,136 0.0% 0.0% 168 -795 -4.44% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History Reduced 16,853 7,023 0.03% 0.03% 169 -327 -1.9% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 16,848 7,021 0.01% 0.01% 170 +100 0.6% Q2 2026 Jul 29, 2026
Creative Planning History Added to 16,786 6,995 0.0% 0.0% 171 +1,792 11.95% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 16,675 6,948 0.0% 0.0% 172 +671 4.19% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History Added to 16,594 6,915 0.02% 0.02% 173 +573 3.58% Q2 2026 Aug 13, 2026
Ipswich Investment Management Co., Inc. History Added to 16,394 6,831 1.44% 1.39% 174 +102 0.63% Q2 2026 Jul 16, 2026
AMALGAMATED BANK History Added to 15,922 6,635 0.05% 0.04% 175 +217 1.38% Q2 2026 Jul 23, 2026
FIRST TRUST ADVISORS LP History Reduced 15,806 6,586 0.0% 0.01% 176 -18,406 -53.8% Q2 2026 Aug 11, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 18,065 6,571 1.13% 1.13% 177 0 0.0% Q1 2026 Apr 22, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 15,750 6,563 0.07% 0.07% 178 -1,115 -6.61% Q2 2026 Aug 03, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 15,740 6,559 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 15,733 6,556 0.05% 0.05% 180 +949 6.42% Q2 2026 Jul 23, 2026
TOWER BRIDGE ADVISORS History Reduced 15,633 6,514 0.59% 0.57% 181 -563 -3.48% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 15,587 6,495 0.01% 0.01% 182 -130 -0.83% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History Reduced 15,515 6,466 0.01% 0.02% 183 -3,686 -19.2% Q2 2026 Aug 05, 2026
Treasurer of the State of North Carolina History Reduced 14,879 6,201 0.02% 0.02% 184 -20 -0.13% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History Added to 14,600 6,084 0.02% 0.02% 185 +2,000 15.87% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History Added to 14,419 6,009 0.86% 0.85% 186 +98 0.68% Q2 2026 Jul 16, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 14,415 6,007 0.16% 0.15% 187 0 0.0% Q2 2026 Aug 13, 2026
Avanza Fonder AB History Added to 14,252 5,939 0.13% 0.1% 188 +3,850 37.01% Q2 2026 Jul 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 14,185 5,911 0.12% 0.01% 189 +12,678 841.27% Q2 2026 Jul 15, 2026
Vanguard Global Advisers, LLC History Reduced 13,541 5,642 0.0% 0.0% 190 -627 -4.43% Q2 2026 Aug 13, 2026
Kensington Investment Counsel, LLC History Reduced 13,115 5,465 2.37% 2.34% 191 -257 -1.92% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 12,994 5,414 0.05% 0.06% 192 -389 -2.91% Q2 2026 Aug 11, 2026
Asset Management One Co., Ltd. History Reduced 12,904 5,377 0.01% 0.01% 193 -427 -3.2% Q2 2026 Jul 28, 2026
Baskin Financial Services Inc. History Reduced 12,839 5,350 0.42% 0.4% 194 -628 -4.66% Q2 2026 Jul 13, 2026
Nykredit A/S History New 12,811 5,338 0.02% — 195 +12,811 New Q2 2026 Sep 08, 2026
Hamilton Point Investment Advisors, LLC History Reduced 12,772 5,322 0.75% 0.73% 196 -179 -1.38% Q2 2026 Jul 28, 2026
&PARTNERS History Reduced 12,801 5,317 0.02% 0.02% 197 -611 -4.56% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Reduced 12,722 5,302 0.0% 0.0% 198 -100 -0.78% Q2 2026 Aug 12, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 12,419 5,175 0.02% 0.02% 199 +800 6.89% Q2 2026 Jul 29, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Reduced 12,414 5,173 1.77% 1.7% 200 -16 -0.13% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,382 5,159 0.02% 0.02% 201 -399 -3.12% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History Added to 12,205 5,086 0.05% 0.05% 202 +918 8.13% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 13,176 5,057 0.01% 0.01% 203 +2,243 20.52% Q2 2026 Jul 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 12,100 5,042 0.0% 0.0% 204 +653 5.7% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History New 12,083 5,035 0.01% — 205 +12,083 New Q2 2026 Aug 14, 2026
River Road Asset Management, LLC History Reduced 12,034 5,014 0.06% 0.07% 206 -3,871 -24.34% Q2 2026 Jul 17, 2026
VAN ECK ASSOCIATES CORP History Added to 11,875 4,948 0.0% 0.0% 207 +5,147 76.5% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Added to 11,793 4,916 0.0% 0.0% 208 +1,613 15.84% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 11,756 4,899 0.01% 0.01% 209 -96 -0.81% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 11,663 4,860 0.01% 0.01% 210 +185 1.61% Q2 2026 Jul 29, 2026
State of Tennessee, Department of Treasury History Reduced 11,527 4,803 0.01% 0.01% 211 -207 -1.76% Q2 2026 Aug 14, 2026
CARDEROCK CAPITAL MANAGEMENT INC History Added to 11,519 4,800 1.05% 0.33% 212 +7,869 215.59% Q2 2026 Jul 07, 2026
State of New Jersey Common Pension Fund D History No change 11,516 4,799 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 04, 2026
Elo Mutual Pension Insurance Co History New 11,470 4,779 0.06% — 214 +11,470 New Q2 2026 Aug 13, 2026
ALERUS FINANCIAL NA History Reduced 11,460 4,775 0.21% 0.22% 215 -479 -4.01% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Reduced 11,375 4,740 0.01% 0.01% 216 -257 -2.21% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 11,106 4,628 0.0% 0.0% 217 -21 -0.19% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 10,699 4,458 0.01% 0.01% 218 -274 -2.5% Q2 2026 Aug 17, 2026
FIDUCIARY TRUST CO History Reduced 10,600 4,417 0.05% 0.05% 219 -1 -0.01% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 10,587 4,412 0.17% 0.18% 220 +214 2.06% Q2 2026 Aug 17, 2026
Louisiana State Employees Retirement System History Added to 10,200 4,250 0.06% 0.06% 221 +100 0.99% Q2 2026 Jul 21, 2026
Resona Asset Management Co.,Ltd. History Reduced 10,204 4,242 0.02% 0.02% 222 -1,361 -11.77% Q2 2026 Jul 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,127 4,220 0.05% 0.05% 223 -609 -5.67% Q2 2026 Jul 16, 2026
D.A. DAVIDSON & CO. History Added to 10,071 4,196 0.02% 0.02% 224 +252 2.57% Q2 2026 Jul 24, 2026
HighTower Advisors, LLC History Reduced 10,067 4,195 0.0% 0.0% 225 -506 -4.79% Q2 2026 Aug 05, 2026
Arizona State Retirement System History Added to 10,019 4,175 0.02% 0.02% 226 +529 5.57% Q2 2026 Aug 07, 2026
Mn Services Vermogensbeheer B.V. History Reduced 9,975 4,157 0.03% 0.03% 227 -3,200 -24.29% Q2 2026 Jul 31, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 9,818 4,091 0.08% 0.08% 228 -957 -8.88% Q2 2026 Aug 04, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Reduced 9,807 4,086 0.01% 0.01% 229 -15 -0.15% Q2 2026 Aug 12, 2026
Marks Group Wealth Management, Inc History Reduced 9,803 4,085 0.36% 0.57% 230 -6,401 -39.5% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History Added to 9,712 4,047 0.01% 0.01% 231 +179 1.88% Q2 2026 Aug 13, 2026
DnB Asset Management AS History Reduced 9,666 4,028 0.01% 0.01% 232 -839 -7.99% Q2 2026 Aug 11, 2026
Monte Financial Group, LLC History Added to 12,461 3,854 1.23% 1.51% 233 +749 6.4% Q2 2026 Aug 07, 2026
Vestmark Advisory Solutions, Inc. History Reduced 9,072 3,780 0.04% 0.05% 234 -2,759 -23.32% Q2 2026 Aug 14, 2026
Cerity Partners LLC History Added to 9,020 3,758 0.0% 0.0% 235 +2,162 31.53% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Added to 8,857 3,690 0.02% 0.02% 236 +1,396 18.71% Q2 2026 Jul 21, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 8,727 3,636 0.01% 0.01% 237 -4,425 -33.65% Q2 2026 Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,629 3,595 0.1% 0.1% 238 +248 2.96% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History Reduced 8,622 3,593 0.02% 0.03% 239 -866 -9.13% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 8,537 3,555 0.01% 0.01% 240 -3,363 -28.26% Q2 2026 Aug 06, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 8,512 3,547 0.0% 0.01% 241 -38,257 -81.8% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History Added to 8,436 3,515 0.01% 0.01% 242 +342 4.23% Q2 2026 Aug 14, 2026
CAMBIAR INVESTORS LLC History Reduced 8,319 3,466 0.15% 0.15% 243 -828 -9.05% Q2 2026 Jul 31, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 8,183 3,410 0.02% 0.02% 244 -200 -2.39% Q2 2026 Jul 30, 2026
NewEdge Wealth, LLC History Reduced 8,143 3,393 0.03% 0.04% 245 -1,263 -13.43% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History Added to 8,115 3,381 0.04% 0.0% 246 +7,396 1028.65% Q2 2026 Jul 22, 2026
Rockefeller Capital Management L.P. History Added to 8,040 3,350 0.01% 0.0% 247 +1,382 20.76% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 7,874 3,281 0.04% 0.04% 248 +49 0.63% Q2 2026 Aug 12, 2026
Prosperity Consulting Group, LLC History Reduced 7,818 3,257 0.12% 0.13% 249 -287 -3.54% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History New 7,815 3,256 0.01% — 250 +7,815 New Q2 2026 Aug 13, 2026
Prospect Capital Advisors, LLC History No change 7,810 3,254 1.48% 1.58% 251 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 7,773 3,239 0.01% 0.01% 252 -96 -1.22% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History Reduced 7,477 3,115 0.05% 0.05% 253 -506 -6.34% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Reduced 7,379 3,075 0.01% 0.01% 254 -553 -6.97% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History Reduced 7,317 3,049 0.02% 0.02% 255 -456 -5.87% Q2 2026 Aug 14, 2026
Applied Capital LLC/FL History No change 7,295 3,040 1.23% 1.25% 256 0 0.0% Q2 2026 Jul 15, 2026
Inspire Investing, LLC History Added to 7,228 3,012 0.12% 0.15% 257 +2,370 48.79% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 7,195 2,998 0.03% 0.03% 258 +87 1.22% Q2 2026 Jul 28, 2026
Sanctuary Advisors, LLC History Reduced 7,184 2,993 0.01% 0.02% 259 -465 -6.08% Q2 2026 Aug 13, 2026
MIDDLETON & CO INC/MA History Reduced 7,127 2,970 0.32% 0.3% 260 -213 -2.9% Q2 2026 Aug 10, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 7,118 2,966 0.07% 0.08% 261 0 0.0% Q2 2026 Jul 29, 2026
SEB Asset Management AB History Added to 7,074 2,947 0.01% 0.01% 262 +81 1.16% Q2 2026 Aug 04, 2026
Hosking Partners LLP History Reduced 6,979 2,908 0.1% 0.09% 263 -113 -1.59% Q2 2026 Aug 03, 2026
Atria Investments, Inc History Reduced 6,738 2,807 0.03% 0.03% 264 -1,402 -17.22% Q2 2026 Jul 28, 2026
Numerai GP LLC History Reduced 6,732 2,805 0.23% 0.26% 265 -464 -6.45% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 6,624 2,760 0.0% 0.0% 266 +3,148 90.56% Q2 2026 Aug 19, 2026
GABELLI FUNDS LLC History No change 7,800 2,730 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 12, 2026
2Xideas AG History Added to 6,519 2,716 1.17% 0.46% 268 +3,316 103.53% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 6,434 2,683 0.0% 0.0% 269 +433 7.22% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 6,437 2,682 0.02% 0.02% 270 +26 0.41% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 6,434 2,681 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 13, 2026
Freedom Day Solutions, LLC History Reduced 6,383 2,660 0.59% 0.63% 272 -53 -0.82% Q2 2026 Jul 24, 2026
Callan Family Office, LLC History Reduced 6,284 2,618 0.05% 0.05% 273 -151 -2.35% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 6,210 2,587 0.0% 0.0% 274 +103 1.69% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 6,041 2,517 0.01% 0.03% 275 -5,421 -47.3% Q2 2026 Aug 14, 2026
KBC Group NV History Added to 6,011 2,505 0.01% 0.0% 276 +1,680 38.79% Q2 2026 Aug 05, 2026
RFG Advisory, LLC History Added to 6,006 2,502 0.04% 0.04% 277 +228 3.95% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 5,980 2,492 0.03% 0.03% 278 -147 -2.4% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History Added to 5,974 2,489 0.05% 0.01% 279 +4,427 286.17% Q2 2026 Aug 14, 2026
Birch Capital Management, LLC History Added to 5,939 2,474 1.21% 0.97% 280 +836 16.38% Q2 2026 Jul 27, 2026
APPLETON PARTNERS INC/MA History Reduced 5,844 2,435 0.15% 0.15% 281 -133 -2.23% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History Reduced 5,761 2,400 0.01% 0.01% 282 -81 -1.39% Q2 2026 Aug 10, 2026
Employees Retirement System of Texas History Reduced 5,718 2,383 0.02% 0.34% 283 -101,483 -94.67% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Added to 5,683 2,368 0.0% 0.0% 284 +254 4.68% Q2 2026 Aug 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 5,580 2,325 0.03% 0.03% 285 +20 0.36% Q2 2026 Aug 07, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Reduced 5,463 2,276 0.15% 0.24% 286 -4,847 -47.01% Q2 2026 Aug 11, 2026
MATHER GROUP, LLC. History Added to 5,340 2,225 0.02% 0.0% 287 +5,109 2211.69% Q2 2026 Jul 27, 2026
Utah Retirement Systems History Reduced 5,321 2,217 0.02% 0.02% 288 -388 -6.8% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,314 2,214 0.01% 0.01% 289 +44 0.83% Q2 2026 Aug 13, 2026
Voleon Capital Management LP History Reduced 5,295 2,206 0.04% 0.09% 290 -5,995 -53.1% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History Added to 5,158 2,149 0.03% 0.03% 291 +315 6.5% Q2 2026 Aug 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 5,150 2,146 0.01% 0.01% 292 +335 6.96% Q2 2026 Aug 13, 2026
Ilmarinen Mutual Pension Insurance Co History No change 5,096 2,124 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
Barbara Oil Co. History No change 5,000 2,052 0.69% 0.7% 294 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History Added to 4,914 2,047 0.0% 0.0% 295 +285 6.16% Q2 2026 Aug 14, 2026
ALLSTATE CORP History Reduced 4,867 2,028 0.02% 0.02% 296 -5 -0.1% Q2 2026 Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 4,804 2,001 0.01% 0.01% 297 +123 2.63% Q2 2026 Aug 14, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 4,756 1,986 0.23% 0.21% 298 +486 11.38% Q2 2026 Jul 23, 2026
UNIVEST FINANCIAL Corp History Added to 4,601 1,917 0.09% 0.09% 299 +62 1.37% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History New 4,563 1,901 0.22% — 300 +4,563 New Q2 2026 Jul 30, 2026
Investment Management Corp of Ontario History Added to 4,551 1,896 0.02% 0.01% 301 +2,037 81.03% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 4,524 1,885 0.02% 0.02% 302 +14 0.31% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History Added to 4,405 1,827 0.1% 0.1% 303 +36 0.82% Q2 2026 Jul 29, 2026
Schonfeld Strategic Advisors LLC History New 4,381 1,825 0.01% — 304 +4,381 New Q2 2026 Aug 14, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 4,254 1,772 0.63% 0.59% 305 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History Added to 4,164 1,735 0.0% 0.0% 306 +147 3.66% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History Added to 4,131 1,721 0.01% 0.02% 307 +329 8.65% Q2 2026 Jul 27, 2026
OP Asset Management Ltd History Added to 4,093 1,705 0.02% 0.02% 308 +298 7.85% Q2 2026 Jul 28, 2026
Taylor Frigon Capital Management LLC History Reduced 4,088 1,703 0.8% 0.85% 309 -32 -0.78% Q2 2026 Jul 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,978 1,657 0.05% 0.04% 310 +6 0.15% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History Reduced 3,957 1,649 0.0% 0.0% 311 -190 -4.58% Q2 2026 Aug 13, 2026
CHOREO, LLC History Reduced 3,882 1,617 0.02% 0.02% 312 -365 -8.59% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History Reduced 3,840 1,600 0.0% 0.0% 313 -5,924 -60.67% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 3,838 1,599 0.0% 0.0% 314 -178 -4.43% Q2 2026 Jul 27, 2026
Capital Investment Advisory Services, LLC History No change 3,736 1,556 0.1% 0.1% 315 0 0.0% Q2 2026 Jul 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,605 1,502 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 10, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Reduced 3,594 1,497 0.17% 0.16% 317 -20 -0.55% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History New 3,577 1,490 0.01% — 318 +3,577 New Q2 2026 Aug 17, 2026
Federation des caisses Desjardins du Quebec History Added to 3,543 1,476 0.0% 0.0% 319 +1,289 57.19% Q2 2026 Aug 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 3,531 1,471 0.01% 0.02% 320 -141 -3.84% Q2 2026 Jul 23, 2026
Annandale Capital, LLC History No change 3,516 1,465 0.2% 0.18% 321 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 3,490 1,454 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History Reduced 3,430 1,429 0.01% 0.01% 323 -37 -1.07% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History Added to 3,373 1,402 0.02% 0.01% 324 +2,376 238.31% Q2 2026 Aug 13, 2026
National Pension Service History Reduced 3,362 1,401 0.0% 0.0% 325 -2,021 -37.54% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History Reduced 3,377 1,385 0.02% 0.02% 326 -3 -0.09% Q2 2026 Aug 13, 2026
Regents Gate Capital LLP History New 3,278 1,366 1.82% — 327 +3,278 New Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History Reduced 3,209 1,337 0.0% 0.01% 328 -8,020 -71.42% Q2 2026 Aug 14, 2026
TCI Wealth Advisors, Inc. History Added to 3,190 1,329 0.06% 0.06% 329 +79 2.54% Q2 2026 Jul 29, 2026
SlateStone Wealth, LLC History Added to 3,170 1,321 0.1% 0.09% 330 +76 2.46% Q2 2026 Jul 20, 2026
Alpha Omega Wealth Management LLC History Reduced 3,157 1,315 0.2% 0.2% 331 -196 -5.85% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History Reduced 3,152 1,313 0.0% 0.01% 332 -39 -1.22% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 3,184 1,307 0.0% 0.0% 333 -1,166 -26.8% Q2 2026 Aug 13, 2026
Daiichi Life Insurance Co., Ltd. History New 3,131 1,304 0.03% — 335 +3,131 New Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History Added to 3,133 1,304 0.03% 0.01% 334 +1,906 155.34% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History Added to 3,034 1,264 0.03% 0.02% 336 +267 9.65% Q2 2026 Aug 13, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 3,015 1,256 0.24% 0.31% 338 -971 -24.36% Q2 2026 Jul 23, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 3,014 1,256 0.04% 0.04% 337 -36 -1.18% Q2 2026 Jul 08, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 3,013 1,255 0.01% — 339 +3,013 New Q2 2026 Aug 13, 2026
XCELSIOR ADVISOR PARTNERS LLC History New 3,005 1,252 0.16% — 340 +3,005 New Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,000 1,250 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History Reduced 2,947 1,228 0.01% 0.01% 342 -708 -19.37% Q2 2026 Aug 12, 2026
Oak Thistle LLC History Reduced 2,905 1,210 0.12% 0.16% 343 -1,523 -34.39% Q2 2026 Jul 20, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,837 1,182 0.01% 0.01% 344 -9 -0.32% Q2 2026 Sep 23, 2026
MML INVESTORS SERVICES, LLC History Added to 2,834 1,181 0.0% 0.0% 345 +146 5.43% Q2 2026 Aug 07, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 2,804 1,168 0.38% 0.37% 346 -39 -1.37% Q2 2026 Jul 16, 2026
Man Group plc History Added to 2,775 1,156 0.0% 0.0% 347 +1,059 61.71% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History Added to 2,745 1,143 0.02% 0.01% 348 +822 42.75% Q2 2026 Aug 14, 2026
Chicago Capital, LLC History Reduced 2,700 1,125 0.03% 0.03% 349 -20 -0.74% Q2 2026 Jul 27, 2026
Eurizon Capital SGR S.p.A. History Reduced 2,673 1,112 0.0% 0.0% 350 -1,285 -32.47% Q2 2026 Jul 29, 2026
Gulf International Bank (UK) Ltd History Reduced 2,665 1,110 0.02% 0.02% 351 -71 -2.6% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History Added to 2,649 1,103 0.0% 0.0% 352 +317 13.59% Q2 2026 Aug 03, 2026
M&T BANK CORP History Reduced 2,645 1,102 0.0% 0.0% 353 -120 -4.34% Q2 2026 Aug 04, 2026
Mirabaud Asset Management Ltd History Reduced 2,647 1,086 0.9% 1.11% 354 -1,204 -31.26% Q2 2026 Aug 12, 2026
Jump Financial, LLC History Reduced 2,520 1,050 0.01% 0.03% 355 -4,561 -64.41% Q2 2026 Aug 13, 2026
MAI Capital Management History Added to 2,475 1,031 0.0% 0.0% 356 +674 37.42% Q2 2026 Aug 14, 2026
Saudi Central Bank History Added to 2,446 1,019 0.01% 0.01% 357 +1,157 89.76% Q2 2026 Jul 30, 2026
Triad Investment Management History No change 2,445 1,018 1.12% 1.05% 358 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History Reduced 2,391 996 0.04% 0.05% 359 -327 -12.03% Q2 2026 Jul 09, 2026
Perbak Capital Partners LLP History No change 2,700 982 0.24% 0.24% 360 0 0.0% Q1 2026 May 15, 2026
BLALOCK WILLIAMS, LLC History No change 2,332 971 0.63% 0.66% 361 0 0.0% Q2 2026 Aug 07, 2026
Coastal Bridge Advisors, LLC History Reduced 2,319 966 0.06% 0.07% 362 -296 -11.32% Q2 2026 Aug 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 2,308 961 0.0% 0.0% 363 -343 -12.94% Q2 2026 Aug 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,574 957 0.03% 0.04% 364 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ALLIANCE, LLC History Added to 2,249 937 0.08% 0.08% 365 +12 0.54% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History New 2,237 933 0.0% — 366 +2,237 New Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Reduced 2,229 928 0.02% 0.02% 367 -180 -7.47% Q2 2026 Jul 31, 2026
Charter Oak Capital Management, LLC History No change 2,550 927 0.07% 0.07% 368 0 0.0% Q1 2026 Apr 24, 2026
Citizens Business Bank History Added to 2,219 924 0.14% 0.07% 369 +980 79.1% Q2 2026 Aug 03, 2026
Ethic Inc. History Reduced 2,216 923 0.01% 0.02% 370 -634 -22.25% Q2 2026 Jul 29, 2026
Cranbrook Wealth Management, LLC History Reduced 2,207 919 0.17% 0.17% 371 -138 -5.88% Q2 2026 Aug 06, 2026
Trueblood Wealth Management, LLC History Reduced 2,198 915 0.32% 0.32% 372 -38 -1.7% Q2 2026 Jul 27, 2026
Freestone Grove Partners LP History Reduced 2,195 914 0.01% 0.06% 373 -21,164 -90.6% Q2 2026 Aug 14, 2026
Intrinsic Value Partners, LLC History Added to 2,189 912 0.62% 0.5% 374 +400 22.36% Q2 2026 Jul 14, 2026
Portside Wealth Group, LLC History Added to 2,171 904 0.11% 0.11% 375 +32 1.5% Q2 2026 Jul 14, 2026
BHK Investment Advisors, LLC History Reduced 2,160 899 0.27% 0.28% 376 -134 -5.84% Q2 2026 Jul 28, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 2,145 893 0.01% 0.01% 377 -91 -4.07% Q2 2026 Aug 14, 2026
Brooklyn Investment Group History No change 2,433 884 0.03% 0.03% 378 0 0.0% Q1 2026 Apr 29, 2026
Centennial Wealth Advisory LLC History New 2,019 841 0.18% — 379 +2,019 New Q2 2026 Jul 13, 2026
CHICAGO TRUST Co NA History Reduced 2,007 836 0.12% 0.18% 380 -1,144 -36.31% Q2 2026 Jul 16, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,005 835 0.0% 0.0% 381 -100 -4.75% Q2 2026 Aug 12, 2026
Woodline Partners LP History Added to 1,995 831 0.0% 0.0% 382 +628 45.94% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History Reduced 1,993 830 0.03% 0.04% 383 -737 -27.0% Q2 2026 Jul 17, 2026
NORDEN GROUP LLC History Added to 1,971 820 0.07% 0.06% 384 +234 13.47% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History Added to 1,961 815 0.0% 0.0% 386 +425 27.67% Q2 2026 Aug 18, 2026
Allianz Asset Management GmbH History Added to 1,957 815 0.0% 0.0% 385 +19 0.98% Q2 2026 Sep 02, 2026
OMERS ADMINISTRATION Corp History Added to 1,955 814 0.0% 0.0% 387 +221 12.75% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 1,954 814 0.0% 0.0% 388 +161 8.98% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Added to 1,951 813 0.03% 0.02% 389 +480 32.63% Q2 2026 Jul 07, 2026
Simplicity Wealth,LLC History Added to 1,951 812 0.03% 0.03% 390 +578 42.1% Q2 2026 Aug 06, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,944 810 0.01% 0.02% 391 -39 -1.97% Q2 2026 Jul 13, 2026
JANUS HENDERSON GROUP PLC History No change 2,223 808 0.0% 0.0% 392 0 0.0% Q1 2026 May 18, 2026
CoreCap Advisors, LLC History Reduced 1,926 802 0.02% 0.03% 394 -244 -11.24% Q2 2026 Jul 06, 2026
Cox Capital Mgt LLC History No change 1,925 802 0.45% 0.47% 393 0 0.0% Q2 2026 Jul 14, 2026
BOKF, NA History Reduced 1,899 791 0.01% 0.01% 395 -79 -3.99% Q2 2026 Aug 10, 2026
HARVEY INVESTMENT CO LLC History Added to 1,885 786 0.09% 0.07% 396 +100 5.6% Q2 2026 Jul 22, 2026
Drucker Wealth 3.0, LLC History Reduced 1,874 780 0.12% 0.12% 397 -4 -0.21% Q2 2026 Jul 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 1,855 773 0.01% 0.02% 398 -253 -12.0% Q2 2026 Aug 12, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 1,842 767 0.17% 0.14% 399 +173 10.37% Q2 2026 Jul 09, 2026
WoodTrust Financial Corp History No change 1,825 761 0.09% 0.09% 400 0 0.0% Q2 2026 Jul 27, 2026
Maryland State Retirement & Pension System History No change 1,819 758 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 30, 2026
Belpointe Asset Management LLC History Reduced 1,812 755 0.02% 0.03% 402 -78 -4.13% Q2 2026 Jul 31, 2026
Fifth Third Wealth Advisors LLC History Added to 1,804 751 0.02% 0.02% 403 +206 12.89% Q2 2026 Jul 17, 2026
SBI Okasan Asset Management Co.Ltd. History No change 1,800 739 0.02% 0.03% 404 0 0.0% Q2 2026 Jul 21, 2026
Boreal Capital Management LLC History No change 1,756 731 0.54% 0.52% 405 0 0.0% Q2 2026 Aug 13, 2026
First Bank & Trust History Added to 1,739 724 0.11% 0.07% 406 +487 38.9% Q2 2026 Jul 09, 2026
Knollwood Investment Advisory, LLC History Reduced 1,722 717 0.06% 0.09% 407 -801 -31.75% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,697 707 0.01% 0.01% 408 +139 8.92% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 1,687 703 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History Added to 1,676 698 0.0% 0.0% 410 +163 10.77% Q2 2026 Sep 08, 2026
Capital Analysts, LLC History Reduced 1,659 692 0.02% 0.02% 411 -330 -16.59% Q2 2026 Aug 05, 2026
Crossmark Global Holdings, Inc. History Reduced 1,644 685 0.01% 0.01% 412 -469 -22.2% Q2 2026 Jul 16, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Added to 1,643 684 0.53% 0.51% 413 +49 3.07% Q2 2026 Jul 24, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 1,630 679 0.26% 0.36% 414 -356 -17.93% Q2 2026 Jul 09, 2026
Trexquant Investment LP History New 1,629 678 0.0% — 415 +1,629 New Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History Added to 1,623 676 0.05% 0.04% 416 +13 0.81% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,585 661 0.0% 0.0% 417 -129 -7.53% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,583 660 0.0% 0.0% 418 +144 10.01% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History New 1,754 639 0.01% — 423 +1,754 New Q2 2026 Aug 07, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 1,535 639 0.09% — 422 +1,535 New Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History Added to 1,536 639 0.0% 0.0% 420 +779 102.91% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History Reduced 1,536 639 0.0% 0.0% 419 -575 -27.24% Q2 2026 Jul 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 1,754 639 0.01% 0.01% 421 -22 -1.24% Q2 2026 Jul 29, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 1,529 637 0.03% 0.03% 424 +20 1.33% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Reduced 1,527 635 0.0% 0.01% 425 -44 -2.8% Q2 2026 Jul 17, 2026
Virtu Financial LLC History Reduced 1,521 634 0.02% 0.04% 426 -1,460 -48.98% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 1,519 633 0.0% 0.0% 427 +225 17.39% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 1,518 632 0.2% 0.2% 428 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL PLC History No change 1,511 629 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,508 628 0.0% 0.0% 430 -41 -2.65% Q2 2026 Aug 03, 2026
Merit Financial Group, LLC History Added to 1,498 624 0.0% 0.0% 432 +125 9.1% Q2 2026 Jul 20, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 1,499 624 0.03% 0.03% 431 -11 -0.73% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 1,493 622 0.05% 0.05% 433 0 0.0% Q2 2026 Jul 20, 2026
Walleye Trading LLC History Added to 1,492 621 0.0% 0.0% 434 +478 47.14% Q2 2026 Aug 03, 2026
Koshinski Asset Management, Inc. History Reduced 1,459 608 0.03% 0.03% 435 -64 -4.2% Q2 2026 Jul 27, 2026
LGT Group Foundation History Reduced 1,447 603 0.01% 0.01% 436 -52 -3.47% Q2 2026 Aug 10, 2026
Fideuram Asset Management (Ireland) dac History New 1,525 596 0.01% — 437 +1,525 New Q2 2026 Jul 23, 2026
EASTERN BANK History Reduced 1,408 586 0.01% 0.01% 438 -906 -39.15% Q2 2026 Jul 01, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,384 576 0.01% 0.01% 439 +44 3.28% Q2 2026 Jul 23, 2026
ProShare Advisors LLC History Reduced 1,381 575 0.0% 0.0% 440 -20 -1.43% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,375 573 0.05% 0.06% 441 -247 -15.23% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 1,362 567 0.09% 0.1% 442 0 0.0% Q2 2026 Aug 13, 2026
ICW Investment Advisors LLC History Added to 1,346 561 0.2% 0.18% 443 +3 0.22% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History Reduced 1,338 557 0.01% 0.01% 444 -1 -0.07% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,328 553 0.01% 0.01% 445 +8 0.61% Q2 2026 Aug 11, 2026
Phillips Wealth Planners LLC History Added to 1,407 547 0.4% 0.43% 446 +65 4.84% Q2 2026 Aug 07, 2026
Unified Investment Management History No change 1,312 546 0.5% 0.49% 447 0 0.0% Q2 2026 Jul 27, 2026
E. Ohman J:or Asset Management AB History No change 1,305 543 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 10, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 1,300 541 0.17% 0.16% 449 -12 -0.91% Q2 2026 Aug 10, 2026
ADVOCATE GROUP LLC History Reduced 1,292 538 0.08% 0.08% 450 -92 -6.65% Q2 2026 Jul 17, 2026
Stonehage Fleming Financial Services Holdings Ltd History New 1,289 537 0.02% — 451 +1,289 New Q2 2026 Aug 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 1,282 534 0.01% 0.01% 452 +326 34.1% Q2 2026 Jul 17, 2026
Hilltop Holdings Inc. History Reduced 1,262 525 0.04% 0.05% 453 -161 -11.31% Q2 2026 Aug 13, 2026
Generali Asset Management SPA SGR History New 1,255 522 0.01% — 454 +1,255 New Q2 2026 Jul 30, 2026
Havemeyer Place LP History Reduced 1,232 513 0.05% 0.24% 455 -4,416 -78.19% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,229 512 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 23, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,216 506 0.01% 0.0% 457 +332 37.56% Q2 2026 Aug 07, 2026
Davidson Kahn Capital Management, LLC History Reduced 1,199 499 0.21% 0.25% 458 -93 -7.2% Q2 2026 Jul 14, 2026
Tudor Financial Inc. History No change 1,195 497 0.22% 0.22% 459 0 0.0% Q2 2026 Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,188 495 0.0% 0.0% 460 +96 8.79% Q2 2026 Sep 23, 2026
Voya Financial Advisors, Inc. History Reduced 1,202 493 0.04% 0.05% 461 -222 -15.59% Q2 2026 Aug 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 1,169 487 0.0% 0.02% 462 -4,715 -80.13% Q2 2026 Jul 20, 2026
J. Safra Sarasin Holding AG History New 1,171 487 0.01% — 464 +1,171 New Q2 2026 Jul 31, 2026
Significant Wealth Partners LLC History Added to 1,171 487 0.53% 0.52% 463 +17 1.47% Q2 2026 Jul 14, 2026
Modera Wealth Management, LLC History No change 1,162 484 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 03, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,159 482 0.01% 0.02% 466 -170 -12.79% Q2 2026 Jul 24, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 1,159 482 0.26% 0.26% 467 +44 3.95% Q2 2026 Jul 20, 2026
MACQUARIE GROUP LTD History Reduced 1,149 478 0.0% 0.0% 468 -235 -16.98% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 1,170 476 0.0% 0.0% 469 -12 -1.02% Q2 2026 Jul 27, 2026
International Private Wealth Advisors LLC History New 1,137 474 0.24% — 470 +1,137 New Q2 2026 Aug 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 1,136 473 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History Added to 1,133 472 0.0% 0.0% 472 +887 360.57% Q2 2026 Aug 10, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 1,130 470 0.01% 0.01% 473 -34 -2.92% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History Added to 1,117 465 0.01% 0.01% 474 +75 7.2% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History Added to 1,090 454 0.0% 0.0% 475 +1,051 2694.87% Q2 2026 Aug 06, 2026
ASSETMARK, INC History Reduced 1,087 453 0.0% 0.0% 476 -28 -2.51% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History Added to 1,087 452 0.01% 0.01% 478 +124 12.88% Q2 2026 Aug 10, 2026
Verity & Verity, LLC History Reduced 1,086 452 0.03% 0.03% 477 -69 -5.97% Q2 2026 Jul 28, 2026
INCEPTIONR LLC History Reduced 1,061 442 0.11% 0.3% 480 -2,375 -69.12% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History Reduced 1,062 442 0.01% 0.01% 479 -96 -8.29% Q2 2026 Aug 14, 2026
Baker Ellis Asset Management LLC History No change 1,059 441 0.05% 0.05% 481 0 0.0% Q2 2026 Jul 23, 2026
Sterling Capital Management LLC History Reduced 1,051 437 0.01% 0.01% 483 -117 -10.02% Q2 2026 Jul 28, 2026
GREENLEAF TRUST History Reduced 1,051 437 0.0% 0.0% 482 -5 -0.47% Q2 2026 Jul 21, 2026
Compass Ion Advisors, LLC History Added to 1,045 435 0.04% 0.04% 484 +5 0.48% Q2 2026 Aug 12, 2026
North Dakota State Investment Board History Added to 1,035 431 0.02% 0.02% 485 +18 1.77% Q2 2026 Aug 04, 2026
71 West Capital Partners History No change 1,030 429 0.01% 0.02% 486 0 0.0% Q2 2026 Aug 04, 2026
Advisor OS, LLC History Reduced 1,020 424 0.03% 0.03% 487 -309 -23.25% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History Reduced 1,008 420 0.0% 0.0% 488 -231 -18.64% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 1,010 420 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 08, 2026
NICOLET BANKSHARES INC History Reduced 1,047 417 0.01% 0.02% 490 -279 -21.04% Q2 2026 Aug 11, 2026
Argent Trust Co History No change 1,003 417 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 06, 2026
TOMPKINS FINANCIAL CORP History No change 1,000 416 0.03% 0.03% 492 0 0.0% Q2 2026 Jul 15, 2026
PARK NATIONAL CORP /OH/ History Reduced 996 415 0.01% 0.01% 493 -23 -2.26% Q2 2026 Jul 15, 2026
OSTRUM ASSET MANAGEMENT History No change 973 405 0.02% 0.02% 494 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 966 402 0.0% 0.0% 495 +135 16.25% Q2 2026 Jul 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 963 401 0.0% 0.01% 496 -2,442 -71.72% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History Added to 963 401 0.04% 0.03% 497 +401 71.35% Q2 2026 Jul 29, 2026
Parallel Advisors, LLC History Reduced 948 395 0.01% 0.01% 498 -6 -0.63% Q2 2026 Aug 05, 2026
Autumn Glory Partners, LLC History No change 950 395 0.11% 0.13% 499 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History Added to 945 393 0.0% 0.0% 500 +54 6.06% Q2 2026 Jul 27, 2026
SANDLER CAPITAL MANAGEMENT History New 937 390 0.19% — 501 +937 New Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History New 937 390 0.0% — 502 +937 New Q2 2026 Aug 06, 2026
Farringdon Capital, Ltd. History New 935 389 0.19% — 503 +935 New Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 919 383 0.0% 0.0% 504 -200 -17.87% Q2 2026 Aug 14, 2026
SIMON QUICK ADVISORS, LLC History Reduced 913 380 0.02% 0.02% 506 -10 -1.08% Q2 2026 Jul 28, 2026
ADELL HARRIMAN & CARPENTER INC History No change 913 380 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 04, 2026
Savant Capital, LLC History New 963 379 0.0% — 507 +963 New Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 903 376 0.0% 0.0% 508 -214 -19.16% Q2 2026 Aug 12, 2026
LVW Advisors, LLC History Reduced 900 375 0.03% 0.04% 509 -260 -22.41% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History Added to 897 373 0.0% 0.0% 510 +91 11.29% Q2 2026 Jul 29, 2026
SPINNAKER TRUST History New 890 370 0.02% — 512 +890 New Q2 2026 Aug 03, 2026
Quantum Private Wealth, LLC History Reduced 890 370 0.09% 0.12% 511 -148 -14.26% Q2 2026 Jul 29, 2026
K.J. Harrison & Partners Inc History Reduced 880 366 0.05% 0.05% 513 -30 -3.3% Q2 2026 Aug 07, 2026
Texas Bank & Trust Co History No change 875 364 0.12% 0.12% 514 0 0.0% Q2 2026 Jul 31, 2026
Penserra Capital Management LLC History Reduced 875 363 0.0% 0.0% 515 -112 -11.35% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History Reduced 866 361 0.0% 0.0% 516 -60 -6.48% Q2 2026 Aug 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 888 361 0.02% 0.02% 517 -43 -4.62% Q2 2026 Jul 22, 2026
Pine Valley Investments Ltd Liability Co History No change 868 361 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 24, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 865 360 0.01% 0.01% 519 +279 47.61% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History Added to 879 358 0.0% 0.0% 520 +14 1.62% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History Reduced 859 357 0.0% 0.01% 521 -170 -16.52% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 843 351 0.0% 0.0% 522 -52 -5.81% Q2 2026 Jul 28, 2026
UniSuper Management Pty Ltd History Added to 838 349 0.0% 0.0% 523 +238 39.67% Q2 2026 Aug 14, 2026
BOSTON FAMILY OFFICE LLC History No change 835 348 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 12, 2026
B. Metzler seel. Sohn & Co. AG History Added to 812 338 0.0% 0.0% 525 +76 10.33% Q2 2026 Aug 11, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 810 337 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 800 333 0.01% — 528 +800 New Q2 2026 Jul 28, 2026
BankPlus Trust Department History Reduced 801 333 0.08% 0.08% 527 -47 -5.54% Q2 2026 Jul 28, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 787 327 0.01% 0.01% 529 -32 -3.91% Q2 2026 Jul 02, 2026
JTC Employer Solutions Trustee Ltd History No change 780 325 0.03% 0.02% 530 0 0.0% Q2 2026 Jul 31, 2026
V-Square Quantitative Management LLC History Added to 778 324 0.03% 0.02% 531 +307 65.18% Q2 2026 Jul 27, 2026
Gibbs Wealth Management History No change 891 324 0.04% 0.04% 532 0 0.0% Q1 2026 May 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 776 323 0.02% 0.02% 533 -8 -1.02% Q2 2026 Aug 14, 2026
BURNEY CO/ History Reduced 767 319 0.01% 0.01% 534 -65 -7.81% Q2 2026 Jul 14, 2026
AlphaCore Capital LLC History New 761 317 0.01% — 536 +761 New Q2 2026 Aug 06, 2026
Heartwood Wealth Advisors LLC History No change 761 317 0.02% 0.02% 535 0 0.0% Q2 2026 Jul 17, 2026
OSLO PENSJONSFORSIKRING AS History Added to 760 316 0.04% 0.03% 537 +173 29.47% Q2 2026 Jul 31, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History No change 752 313 0.2% 0.2% 538 0 0.0% Q2 2026 Jul 23, 2026
Frec Markets, Inc. History New 744 310 0.03% — 539 +744 New Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 737 307 0.0% 0.0% 540 -95 -11.42% Q2 2026 Jul 30, 2026
Taylor Hoffman Capital Management LLC History No change 731 304 0.07% 0.08% 541 0 0.0% Q2 2026 Aug 11, 2026
Vestcor Inc History No change 727 303 0.01% 0.01% 542 0 0.0% Q2 2026 Aug 11, 2026
Axxion S.A. History New 723 301 0.02% — 543 +723 New Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 722 300 0.01% 0.01% 544 -57 -7.32% Q2 2026 Jul 20, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 716 298 0.07% 0.07% 545 +54 8.16% Q2 2026 Jul 28, 2026
Dakota Wealth Management History Added to 710 295 0.01% 0.01% 546 +4 0.57% Q2 2026 Aug 07, 2026
Sound View Wealth Advisors Group, LLC History Reduced 698 290 0.02% 0.02% 548 -11 -1.55% Q2 2026 Aug 11, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History No change 697 290 0.46% 0.49% 547 0 0.0% Q2 2026 Jul 15, 2026
CWM, LLC History No change 793 288 0.0% 0.0% 549 0 0.0% Q1 2026 May 14, 2026
iSAM Funds (UK) Ltd History New 680 283 0.2% — 551 +680 New Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 680 283 0.02% — 552 +680 New Q2 2026 Aug 05, 2026
Somerset Trust Co History Reduced 680 283 0.08% 0.08% 550 -4 -0.58% Q2 2026 Jul 06, 2026
INTRUST BANK NA History Reduced 675 281 0.02% 0.02% 553 -28 -3.98% Q2 2026 Aug 05, 2026
Thrive Wealth Management, LLC History Reduced 673 280 0.04% 0.04% 554 -3 -0.44% Q2 2026 Jul 07, 2026
Valeo Financial Advisors, LLC History Reduced 667 278 0.01% 0.01% 556 -19 -2.77% Q2 2026 Jul 08, 2026
Whetstone Capital Advisors, LLC History No change 668 278 0.07% 0.08% 555 0 0.0% Q2 2026 Aug 14, 2026
Roehl & Yi Investment Advisors, LLC History Reduced 665 277 0.09% 0.09% 557 -15 -2.21% Q2 2026 Aug 13, 2026
Guardian Partners Inc. History Reduced 654 272 0.02% 0.02% 560 -54 -7.63% Q2 2026 Jul 29, 2026
PROFUND ADVISORS LLC History Added to 654 272 0.01% 0.01% 558 +20 3.15% Q2 2026 Aug 11, 2026
Trivium Point Advisory, LLC History Added to 655 272 0.02% 0.04% 559 +3 0.46% Q2 2026 Aug 06, 2026
Aristotle Capital Management, LLC History New 650 270 0.0% — 562 +650 New Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History Added to 649 270 0.01% 0.01% 561 +13 2.04% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 656 269 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 12, 2026
FourThought Financial Partners, LLC History Added to 636 265 0.02% 0.02% 564 +1 0.16% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 625 260 0.0% 0.0% 565 +36 6.11% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History Added to 625 260 0.0% 0.0% 566 +15 2.46% Q2 2026 Jul 29, 2026
Bayforest Capital Ltd History New 620 258 0.24% — 568 +620 New Q2 2026 Aug 05, 2026
Fisher Asset Management, LLC History Reduced 620 258 0.0% 0.0% 567 -47 -7.05% Q2 2026 Aug 04, 2026
Semanteon Capital Management, LP History New 619 257 1.16% — 569 +619 New Q2 2026 Aug 12, 2026
Venture Visionary Partners LLC History Reduced 616 256 0.01% 0.01% 570 -369 -37.46% Q2 2026 Jul 27, 2026
111 Capital History New 612 255 0.04% — 571 +612 New Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History Reduced 610 254 0.0% 0.0% 572 -79 -11.47% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 610 254 0.05% 0.06% 573 +14 2.35% Q2 2026 Jul 17, 2026
Centiva Capital, LP History Reduced 600 250 0.0% 0.01% 575 -3,365 -84.87% Q2 2026 Aug 13, 2026
Van Hulzen Asset Management, LLC History New 600 250 0.02% — 576 +600 New Q2 2026 Aug 13, 2026
Boit C F David History No change 600 250 0.11% 0.1% 574 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History Added to 593 247 0.0% 0.0% 577 +10 1.72% Q2 2026 Jul 23, 2026
HM PAYSON & CO History No change 588 245 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 17, 2026
Compound Planning, Inc. History New 585 243 0.01% — 579 +585 New Q2 2026 Aug 04, 2026
World Investment Advisors History No change 660 240 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 567 236 0.0% 0.01% 581 -862 -60.32% Q2 2026 Aug 14, 2026
S-Bank Fund Management Ltd History New 562 234 0.03% — 582 +562 New Q2 2026 Aug 04, 2026
Tower Wealth Partners, Inc. History New 559 232 0.11% — 583 +559 New Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 554 230 0.0% 0.01% 586 -47 -7.82% Q2 2026 Jul 29, 2026
Biltmore Family Office, LLC History Reduced 553 230 0.03% 0.03% 584 -29 -4.98% Q2 2026 Aug 12, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 634 230 0.01% 0.01% 585 0 0.0% Q1 2026 Apr 15, 2026
Rafferty Asset Management, LLC History New 551 229 0.0% — 587 +551 New Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History New 548 228 0.0% — 588 +548 New Q2 2026 Aug 03, 2026
Impact Capital Partners LLC History Reduced 547 227 0.06% 0.13% 590 -606 -52.56% Q2 2026 Jul 14, 2026
Legacy Trust History Reduced 546 227 0.04% 0.04% 589 -5 -0.91% Q2 2026 Jul 31, 2026
Parkside Financial Bank & Trust History Reduced 544 226 0.02% 0.02% 591 -11 -1.98% Q2 2026 Sep 04, 2026
XTX Topco Ltd History Reduced 539 224 0.0% 0.01% 592 -360 -40.04% Q2 2026 Aug 14, 2026
STOCK YARDS BANK & TRUST CO History Reduced 536 223 0.01% 0.02% 593 -1,366 -71.82% Q2 2026 Aug 19, 2026
Aureus Asset Management, LLC History New 537 223 0.01% — 594 +537 New Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History New 529 220 0.01% — 596 +529 New Q2 2026 Jul 31, 2026
Hilltop National Bank History Reduced 530 220 0.05% 0.05% 595 -55 -9.4% Q2 2026 Jul 01, 2026
SAGE RHINO CAPITAL LLC History New 524 218 0.04% — 597 +524 New Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History New 522 217 0.0% — 599 +522 New Q2 2026 Aug 14, 2026
Independent Wealth Network Inc. History Reduced 522 217 0.06% 0.06% 598 -31 -5.61% Q2 2026 Jul 20, 2026
Breakwater Capital Group History New 520 216 0.03% — 601 +520 New Q2 2026 Jul 08, 2026
Crestwood Advisors Group, LLC History Reduced 520 216 0.0% 0.0% 600 -93 -15.17% Q2 2026 Aug 03, 2026
Ponta Wealth Partners, LLC History New 516 215 0.12% — 602 +516 New Q2 2026 Aug 12, 2026
MISSION WEALTH MANAGEMENT, LP History New 515 214 0.0% — 605 +515 New Q2 2026 Jul 20, 2026
Walleye Capital LLC History New 515 214 0.0% — 606 +515 New Q2 2026 Aug 03, 2026
Elequin Capital, LP History Added to 515 214 0.01% 0.0% 604 +435 543.75% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History Reduced 515 214 0.01% 0.01% 603 -88 -14.59% Q2 2026 Aug 11, 2026
Fulcrum Capital LLC History Reduced 504 210 0.04% 0.05% 607 -187 -27.06% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History Added to 502 209 0.01% 0.0% 608 +479 2082.61% Q2 2026 Aug 06, 2026
Bedel Financial Consulting, Inc. History New 500 208 0.02% — 609 +500 New Q2 2026 Jul 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 497 207 0.0% 0.01% 612 -11,348 -95.8% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History Reduced 497 207 0.0% 0.01% 611 -2,603 -83.97% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History New 498 207 0.0% — 613 +498 New Q2 2026 Aug 17, 2026
Bridgefront Capital, LLC History New 497 207 0.05% — 614 +497 New Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 497 207 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 11, 2026
Crews Bank & Trust History Reduced 500 206 0.03% 0.03% 616 -150 -23.08% Q2 2026 Jul 16, 2026
HUNTINGTON NATIONAL BANK History Added to 495 206 0.0% 0.0% 615 +18 3.77% Q2 2026 Aug 13, 2026
Livet Wealth, LLC History New 493 205 0.12% — 617 +493 New Q2 2026 Jul 28, 2026
WOODSTOCK CORP History New 480 200 0.02% — 618 +480 New Q2 2026 Jul 13, 2026
AUCTUS ADVISORS LLC History New 480 200 0.17% — 619 +480 New Q2 2026 Aug 06, 2026
Siemens Fonds Invest GmbH History No change 479 199 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History Reduced 444 184 0.0% 0.0% 621 -1,129 -71.77% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History Added to 396 158 0.0% 0.0% 622 +8 2.06% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History New 366 152 0.0% — 623 +366 New Q2 2026 Aug 06, 2026
PFA Pension, Forsikringsaktieselskab History Reduced 359 149 0.0% 0.02% 625 -18,672 -98.11% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History Reduced 358 149 0.01% 0.0% 624 -85 -19.19% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History Reduced 354 147 0.02% 0.02% 626 -20 -5.35% Q2 2026 Aug 11, 2026
Y.D. More Investments Ltd History No change 350 145 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 05, 2026
BAMCO INC /NY/ History Added to 269 112 0.0% 0.0% 629 +42 18.5% Q2 2026 Aug 14, 2026
FIL Ltd History Reduced 269 112 0.0% 0.0% 628 -6 -2.18% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History New 267 111 0.01% — 630 +267 New Q2 2026 Aug 06, 2026
BESSEMER GROUP INC History Reduced 255 106 0.0% 0.0% 631 -241 -48.59% Q2 2026 Aug 12, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 256 106 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 18, 2026
Financial Network Wealth Advisors LLC History Reduced 246 102 0.1% 0.11% 633 -55 -18.27% Q2 2026 Jul 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 240 100 0.0% 0.0% 635 +75 45.45% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 240 100 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 31, 2026
TRUST CO OF VERMONT History New 237 98 0.0% — 636 +237 New Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Added to 220 91 0.0% 0.0% 637 +11 5.26% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History New 194 81 0.0% — 638 +194 New Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 201 78 0.0% 0.0% 639 -2 -0.99% Q2 2026 Jul 27, 2026
Covestor Ltd History Reduced 172 72 0.04% 0.07% 640 -90 -34.35% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 166 69 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 160 66 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 159 66 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 160 66 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 10, 2026
Curat Global, LLC History No change 160 66 0.05% 0.06% 645 0 0.0% Q2 2026 Jul 22, 2026
Institute for Wealth Management, LLC. History New 147 61 0.01% — 647 +147 New Q2 2026 Jul 28, 2026
Graticule Asia Macro Advisors LLC History New 147 61 0.0% — 648 +147 New Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 147 61 0.0% 0.0% 646 +1 0.68% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 145 60 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 28, 2026
Steigerwald, Gordon & Koch Inc. History Added to 135 56 0.01% 0.0% 650 +5 3.85% Q2 2026 Jul 22, 2026
Commonwealth Retirement Investments LLC History New 132 55 0.01% — 652 +132 New Q2 2026 Aug 03, 2026
MCF Advisors LLC History No change 132 55 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 118 49 0.0% 0.0% 653 +88 293.33% Q2 2026 Jul 02, 2026
Golden State Wealth Management, LLC History Added to 111 46 0.0% 0.0% 654 +1 0.91% Q2 2026 Jul 22, 2026
Elevated Capital Advisors, LLC History Reduced 109 45 0.01% 0.01% 655 -20 -15.5% Q2 2026 Aug 03, 2026
Quarry LP History Reduced 107 44 0.0% 0.01% 656 -60 -35.93% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History New 101 41 0.0% — 658 +101 New Q2 2026 Jul 30, 2026
AMERICAN NATIONAL BANK & TRUST History No change 99 41 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 22, 2026
BAYBAN History No change 87 36 0.03% 0.03% 659 0 0.0% Q2 2026 Jul 30, 2026
Glen Eagle Advisors, LLC History Reduced 85 35 0.0% 0.0% 661 -10 -10.53% Q2 2026 Aug 14, 2026
Strengthening Families & Communities, LLC History No change 86 35 0.01% 0.01% 660 0 0.0% Q2 2026 Aug 11, 2026
Measured Wealth Private Client Group, LLC History No change 77 32 0.01% 0.01% 662 0 0.0% Q2 2026 Aug 10, 2026
Raiffeisen Bank International AG History Added to 77 31 0.0% 0.0% 664 +23 42.59% Q2 2026 Aug 03, 2026
Manchester Capital Management LLC History Added to 76 31 0.0% 0.0% 663 +7 10.14% Q2 2026 Aug 13, 2026
GoalVest Advisory LLC History Added to 72 30 0.01% 0.0% 665 +5 7.46% Q2 2026 Jul 08, 2026
Rossby Financial, LCC History Added to 71 29 0.01% 0.0% 668 +9 14.52% Q2 2026 Aug 04, 2026
Rialto Wealth Management, LLC History Added to 70 29 0.01% 0.01% 667 +2 2.94% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 70 29 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 08, 2026
Salomon & Ludwin, LLC History Reduced 71 28 0.0% 0.0% 669 -1 -1.39% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 67 27 0.01% 0.01% 670 0 0.0% Q2 2026 Jul 23, 2026
OSSIAM History New 63 26 0.0% — 671 +63 New Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History Reduced 61 25 0.0% 0.0% 672 -28 -31.46% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History Reduced 60 25 0.0% 0.0% 673 -1 -1.64% Q2 2026 Jul 28, 2026
First PREMIER Bank History No change 59 25 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 15, 2026
Keating Financial Advisory Services, Inc. History Added to 58 24 0.0% 0.0% 676 +37 176.19% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History Reduced 59 24 0.0% 0.0% 675 -3 -4.84% Q2 2026 Jul 20, 2026
ENTRUST FINANCIAL LLC History No change 59 24 0.02% 0.01% 677 0 0.0% Q2 2026 Jul 20, 2026
MCDONALD PARTNERS LLC History New 55 22 0.01% — 678 +55 New Q2 2026 Jul 28, 2026
CVA Family Office, LLC History Added to 52 21 0.0% 0.0% 680 +34 188.89% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History Reduced 52 21 0.0% 0.0% 679 -20 -27.78% Q2 2026 Jul 21, 2026
Westfuller Advisors, LLC History New 46 19 0.01% — 682 +46 New Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 47 19 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 28, 2026
Solstein Capital, LLC History No change 42 17 0.01% 0.01% 683 0 0.0% Q2 2026 Aug 12, 2026
West Branch Capital LLC History No change 41 17 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 10, 2026
WELLINGTON-ALTUS USA INC. History No change 48 17 0.01% 0.01% 685 0 0.0% Q2 2026 Sep 17, 2026
Archer Investment Corp History No change 42 17 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 03, 2026
Torren Management, LLC History No change 42 17 0.01% 0.01% 687 0 0.0% Q2 2026 Jul 10, 2026
Essential Partners LLC History Added to 40 16 0.01% 0.0% 690 +34 566.67% Q2 2026 Aug 10, 2026
Legacy Bridge, LLC History No change 40 16 0.0% 0.01% 688 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 40 16 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 24, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 36 15 0.02% — 692 +36 New Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 36 15 0.0% 0.0% 691 +3 9.09% Q2 2026 Jul 10, 2026
SECURITY NATIONAL BANK OF SO DAK History New 35 14 0.01% — 695 +35 New Q2 2026 Sep 18, 2026
Oakworth Capital, Inc. History No change 34 14 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 22, 2026
Main Street Group, LTD History No change 35 14 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 13, 2026
Hartford Financial Management Inc. History Reduced 30 12 0.0% 0.01% 699 -34 -53.13% Q2 2026 Jul 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 30 12 0.0% 0.0% 698 -28 -48.28% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 29 12 0.0% 0.0% 696 +12 70.59% Q2 2026 Jul 31, 2026
MEEDER ASSET MANAGEMENT INC History Added to 29 12 0.0% 0.0% 697 +5 20.83% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History Added to 30 12 0.01% 0.01% 703 +1 3.45% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 30 12 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 30 12 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 06, 2026
IMG Wealth Management, Inc. History No change 29 12 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 07, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 30 12 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 24, 2026
Global X Japan Co., Ltd. History New 28 11 0.0% — 705 +28 New Q2 2026 Jul 14, 2026
Activest Wealth Management History New 25 10 0.0% — 709 +25 New Q2 2026 Jul 16, 2026
Crewe Advisors LLC History Added to 24 10 0.0% 0.0% 706 +20 500.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History Added to 26 10 0.0% 0.0% 708 +17 188.89% Q2 2026 Jul 22, 2026
NFSG Corp History No change 25 10 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History Reduced 21 8 0.01% 0.01% 714 -5 -19.23% Q2 2026 Jul 24, 2026
Fortitude Family Office, LLC History Reduced 20 8 0.0% 0.0% 712 -2 -9.09% Q2 2026 Jul 20, 2026
Smithfield Trust Co History No change 20 8 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Trust, LLC History No change 21 8 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 20 8 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 21 8 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 06, 2026
Advocate Investing Services LLC History No change 21 8 0.01% 0.01% 716 0 0.0% Q2 2026 Jul 28, 2026
HIGHLINE WEALTH PARTNERS LLC History New 17 7 0.0% — 723 +17 New Q2 2026 Jul 15, 2026
AdvisorNet Financial, Inc History Reduced 19 7 0.0% 0.0% 717 -9 -32.14% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History Added to 19 7 0.0% 0.0% 718 +3 18.75% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 19 7 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 11, 2026
Rosenberg Matthew Hamilton History No change 18 7 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 17, 2026
Greykasell Wealth Strategies, Inc. History No change 18 7 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History No change 18 7 0.0% 0.0% 722 0 0.0% Q2 2026 Jul 01, 2026
FIDUCIARY FINANCIAL ADVISORS History New 17 6 0.0% — 730 +17 New Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History Reduced 16 6 0.0% 0.0% 727 -2 -11.11% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History No change 15 6 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 15 6 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 06, 2026
McIlrath & Eck, LLC History No change 18 6 0.0% 0.0% 726 0 0.0% Q1 2026 May 19, 2026
Bell Investment Advisors, Inc History No change 15 6 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 06, 2026
Financial Life Planners History No change 16 6 0.0% 0.0% 729 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History New 12 5 0.0% — 738 +12 New Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History Added to 12 5 0.0% — 735 +11 1100.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 13 5 0.0% 0.0% 734 +3 30.0% Q2 2026 Jul 07, 2026
High Note Wealth, LLC History Reduced 13 5 0.0% 0.0% 732 -1 -7.14% Q2 2026 Jul 23, 2026
Leonteq Securities AG History No change 12 5 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 13 5 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 12 5 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 13, 2026
Napier Financial, LLC History No change 14 5 0.0% 0.0% 737 0 0.0% Q2 2026 Jul 31, 2026
Markowski Investments History New 10 4 0.0% — 745 +10 New Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History Added to 11 4 0.0% 0.0% 743 +5 83.33% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History Reduced 11 4 0.0% 0.0% 739 -4 -26.67% Q2 2026 Jul 23, 2026
Hughes Financial Services, LLC History Added to 10 4 0.0% 0.0% 744 +4 66.67% Q2 2026 Jul 20, 2026
Sunbelt Securities, Inc. History No change 13 4 0.0% 0.0% 740 0 0.0% Q1 2026 May 15, 2026
Grove Bank & Trust History No change 11 4 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 07, 2026
WOLFF WIESE MAGANA LLC History No change 11 4 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 13, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 10 3 0.0% — 754 +10 New Q2 2026 Aug 12, 2026
Plante Moran Financial Advisors, LLC History New 8 3 0.0% — 753 +8 New Q2 2026 Aug 06, 2026
Triumph Capital Management History Added to 8 3 0.0% — 747 +7 700.0% Q2 2026 Jul 20, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 9 3 0.0% 0.0% 746 +5 125.0% Q2 2026 Jul 30, 2026
Cromwell Holdings LLC History Added to 8 3 0.0% 0.0% 749 +5 166.67% Q2 2026 Jul 13, 2026
Cornerstone Planning Group LLC History No change 11 3 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 29, 2026
LGT Financial Advisors LLC History No change 8 3 0.02% 0.01% 750 0 0.0% Q2 2026 Jul 24, 2026
Copia Wealth Management History No change 8 3 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 17, 2026
Hilton Head Capital Partners, LLC History No change 9 3 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 27, 2026
SIMPLEX TRADING, LLC History Reduced 6 2 0.0% 0.0% 756 -36 -85.71% Q2 2026 Aug 12, 2026
Creative Capital Management Investments LLC History New 7 2 0.0% — 767 +7 New Q2 2026 Jul 24, 2026
HFM Investment Advisors, LLC History Added to 7 2 0.0% — 764 +6 600.0% Q2 2026 Aug 04, 2026
Lloyd Advisory Services, LLC. History New 6 2 0.0% — 766 +6 New Q2 2026 Aug 07, 2026
Asset Dedication, LLC History New 5 2 0.0% — 765 +5 New Q2 2026 Jul 30, 2026
S&T BANK/PA History Added to 5 2 0.0% — 755 +4 400.0% Q2 2026 Aug 12, 2026
Bay Harbor Wealth Management, LLC History Added to 5 2 0.0% — 758 +3 150.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History Added to 6 2 0.0% 0.0% 760 +2 50.0% Q2 2026 Jul 22, 2026
CX Institutional History No change 4 2 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 01, 2026
First Pacific Financial History No change 5 2 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 20, 2026
Dunhill Financial, LLC History No change 4 2 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 6 2 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 10, 2026
Bruce G. Allen Investments, LLC History No change 5 2 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 31, 2026
Addison Advisors LLC History Reduced 4 1 0.0% 0.0% 771 -7 -63.64% Q2 2026 Aug 10, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History New 4 1 0.0% — 777 +4 New Q2 2026 Aug 04, 2026
Global Trust Asset Management, LLC History New 3 1 0.0% — 778 +3 New Q2 2026 Aug 03, 2026
AMERIFLEX GROUP, INC. History New 3 1 0.0% — 779 +3 New Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History New 3 1 0.0% — 780 +3 New Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History Added to 3 1 0.0% — 770 +2 200.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History Added to 3 1 0.0% — 769 +1 50.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History Added to 3 1 0.0% — 772 +1 50.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History Reduced 3 1 0.0% 0.0% 774 -1 -25.0% Q2 2026 Aug 26, 2026
Financial Management Professionals, Inc. History No change 3 1 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History No change 3 1 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 16, 2026
MidFirst Bank History No change 3 1 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 07, 2026
Signature Equity Partners, LLC History No change 4 1 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 30, 2026
Junto Capital Management LP History Closed out 0 0 — 1.11% — -145,151 -100.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History Closed out 0 0 — 0.1% — -45,000 -100.0% Q2 2026 Aug 14, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Closed out 0 0 — 0.33% — -25,185 -100.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.02% — -23,461 -100.0% Q2 2026 Aug 14, 2026
Motley Fool Wealth Management, LLC History Closed out 0 0 — 0.53% — -12,992 -100.0% Q2 2026 Aug 06, 2026
AGF MANAGEMENT LTD History Closed out 0 0 — 0.02% — -9,685 -100.0% Q2 2026 Aug 10, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.02% — -9,156 -100.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 — 0.02% — -8,750 -100.0% Q2 2026 Jul 17, 2026
Tredje AP-fonden History Closed out 0 0 — 0.02% — -8,497 -100.0% Q2 2026 Aug 10, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Closed out 0 0 — 0.01% — -6,418 -100.0% Q2 2026 Aug 14, 2026
Atom Investors LP History Closed out 0 0 — 0.15% — -5,848 -100.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 — 0.0% — -4,630 -100.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.0% — -4,400 -100.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History Closed out 0 0 — 0.07% — -3,947 -100.0% Q2 2026 Aug 13, 2026
Jain Global LLC History Closed out 0 0 — 0.01% — -3,363 -100.0% Q2 2026 Aug 14, 2026
TradeLink Capital LLC History Closed out 0 0 — 8.59% — -3,057 -100.0% Q2 2026 Aug 05, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 — 0.02% — -2,810 -100.0% Q2 2026 Aug 14, 2026
Delta Global Management LP History Closed out 0 0 — 0.08% — -2,745 -100.0% Q2 2026 Aug 13, 2026
EQUITABLE TRUST CO History Closed out 0 0 — 0.04% — -2,613 -100.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History Closed out 0 0 — 0.03% — -2,443 -100.0% Q2 2026 Jul 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.01% — -2,206 -100.0% Q2 2026 Aug 10, 2026
Roundview Capital LLC History Closed out 0 0 — 0.05% — -2,181 -100.0% Q2 2026 Jul 30, 2026
Aquatic Capital Management LLC History Closed out 0 0 — 0.02% — -2,086 -100.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History Closed out 0 0 — 0.03% — -1,943 -100.0% Q2 2026 Aug 12, 2026
Alamea Verwaltungs GmbH History Closed out 0 0 — 0.48% — -1,789 -100.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -1,620 -100.0% Q2 2026 Jul 13, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.04% — -1,435 -100.0% Q2 2026 Aug 04, 2026
Tyche Wealth Partners LLC History Closed out 0 0 — 0.08% — -1,412 -100.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.05% — -1,214 -100.0% Q2 2026 Aug 14, 2026
Patten Group, Inc. History Closed out 0 0 — 0.07% — -1,134 -100.0% Q2 2026 Aug 06, 2026
Freemont Management S.A. History Closed out 0 0 — 0.06% — -1,100 -100.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History Closed out 0 0 — 0.0% — -1,084 -100.0% Q2 2026 Aug 13, 2026
Osmosis Investment Management UK Ltd History Closed out 0 0 — 0.01% — -1,004 -100.0% Q2 2026 Aug 13, 2026
Trust Point Inc. History Closed out 0 0 — 0.03% — -946 -100.0% Q2 2026 Jul 08, 2026
Arkadios Wealth Advisors History Closed out 0 0 — 0.01% — -912 -100.0% Q2 2026 Aug 10, 2026
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 — 0.03% — -886 -100.0% Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History Closed out 0 0 — 0.05% — -684 -100.0% Q2 2026 Aug 12, 2026
ASR Vermogensbeheer N.V. History Closed out 0 0 — 0.0% — -683 -100.0% Q2 2026 Jul 20, 2026
PAX Financial Group, LLC History Closed out 0 0 — 0.04% — -667 -100.0% Q2 2026 Aug 05, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.04% — -645 -100.0% Q2 2026 Aug 10, 2026
TruNorth Capital Management, LLC History Closed out 0 0 — 0.04% — -606 -100.0% Q2 2026 Jul 23, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.05% — -600 -100.0% Q2 2026 Aug 06, 2026
DV Trading LLC History Closed out 0 0 — 0.01% — -600 -100.0% Q2 2026 Aug 14, 2026
BOYAR ASSET MANAGEMENT INC. History Closed out 0 0 — 0.12% — -583 -100.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.01% — -574 -100.0% Q2 2026 Aug 04, 2026
DC Investments Management, LLC History Closed out 0 0 — 0.08% — -567 -100.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Closed out 0 0 — 0.0% — -539 -100.0% Q2 2026 Jul 08, 2026
Navera Investment Management Ltd. History Closed out 0 0 — 0.0% — -379 -100.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.01% — -357 -100.0% Q2 2026 Jul 29, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.03% — -200 -100.0% Q2 2026 Jul 08, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Closed out 0 0 — 0.01% — -105 -100.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 — 0.0% — -65 -100.0% Q2 2026 Jul 13, 2026
Manitou Investment Management Ltd. History Closed out 0 0 — 0.0% — -50 -100.0% Q2 2026 Jul 07, 2026
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.01% — -40 -100.0% Q2 2026 Aug 13, 2026
DAGCO, INC. History Closed out 0 0 — 0.0% — -31 -100.0% Q2 2026 Jul 10, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -28 -100.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q2 2026 Jul 28, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q2 2026 Jul 24, 2026
Sachetta, LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q2 2026 Jul 15, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 — 0.0% — -14 -100.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Aug 10, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q2 2026 Jul 20, 2026
Philadelphia Investment Partners, LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q2 2026 Aug 14, 2026
Wall Street Financial Group, Inc. History Closed out 0 0 — 0.0% — -7 -100.0% Q2 2026 Jul 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q2 2026 Aug 10, 2026
Magnolia Wealth Management, LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q2 2026 Jul 14, 2026
Imprint Wealth LLC History Closed out 0 0 — 0.0% — -4 -100.0% Q2 2026 Aug 14, 2026
Aspect Partners, LLC History Closed out 0 0 — 0.0% — -4 -100.0% Q2 2026 Jul 16, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.0% — -3 -100.0% Q2 2026 Jul 15, 2026
Scarborough Advisors, LLC History Closed out 0 0 — 0.0% — -3 -100.0% Q2 2026 Jul 21, 2026
Avion Wealth History New 2 0 — — — +2 New Q2 2026 Jul 31, 2026
LRI Investments, LLC History New 2 0 — — — +2 New Q2 2026 Jul 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 2 0 — — — +2 New Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History Added to 2 0 — — — +1 100.0% Q2 2026 Aug 14, 2026
DecisionPoint Financial, LLC History Reduced 1 0 — — — -1 -50.0% Q2 2026 Aug 05, 2026
Cornerstone Financial Management LLC History Reduced 2 0 — 0.0% — -1 -33.33% Q2 2026 Aug 28, 2026
Aventura Private Wealth, LLC History New 1 0 — — — +1 New Q2 2026 Jul 15, 2026
ALBION FINANCIAL GROUP /UT History Closed out 0 0 — — — -1 -100.0% Q2 2026 Jul 22, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Key FInancial Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Coston, McIsaac & Partners History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
PFS Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Valued Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
American Capital Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026