WATSCO INC - WSO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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	No change	4,192,920	1,747,315	0.03%	0.03%	1	0	0.0%	Q2 2026	Aug 07, 2026
Capital International Investors	History	No change	3,485,525	1,452,268	0.3%	0.3%	2	0	0.0%	Q2 2026	Aug 12, 2026
Capital Research Global Investors	History	No change	1,902,230	792,709	0.11%	0.11%	3	0	0.0%	Q2 2026	Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	History	No change	1,770,531	737,833	0.03%	0.03%	4	0	0.0%	Q2 2026	Aug 13, 2026
FMR LLC	History	No change	1,705,273	710,637	0.03%	0.03%	5	0	0.0%	Q2 2026	Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC	History	No change	1,579,210	658,104	0.01%	0.01%	6	0	0.0%	Q2 2026	Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	No change	1,459,768	607,859	0.08%	0.08%	7	0	0.0%	Q2 2026	Aug 14, 2026
STATE STREET CORP	History	No change	1,323,011	551,338	0.02%	0.02%	8	0	0.0%	Q2 2026	Sep 22, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	1,134,361	472,722	1.47%	1.47%	9	0	0.0%	Q2 2026	Aug 13, 2026
BAILLIE GIFFORD & CO	History	No change	1,129,536	470,711	0.43%	0.43%	10	0	0.0%	Q2 2026	Aug 06, 2026
MORGAN STANLEY	History	No change	902,995	376,304	0.02%	0.02%	11	0	0.0%	Q2 2026	Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC	History	No change	659,265	274,190	0.01%	0.01%	12	0	0.0%	Q2 2026	Aug 12, 2026
BLAIR WILLIAM & CO/IL	History	No change	564,024	235,045	0.61%	0.61%	13	0	0.0%	Q2 2026	Aug 11, 2026
MARKEL GROUP INC.	History	Added to	623,010	188,578	1.47%	1.9%	14	+25,260	4.23%	Q3 2026	Oct 30, 2026
WELLS FARGO & COMPANY/MN	History	No change	398,839	166,208	0.03%	0.03%	15	0	0.0%	Q2 2026	Aug 14, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	386,397	161,023	0.04%	0.04%	16	0	0.0%	Q2 2026	Aug 14, 2026
DAVENPORT & Co LLC	History	Added to	532,261	160,801	0.81%	1.08%	17	+1,895	0.36%	Q3 2026	Oct 14, 2026
UBS Group AG	History	No change	360,182	150,098	0.02%	0.02%	18	0	0.0%	Q2 2026	Aug 13, 2026
NORGES BANK	History	No change	340,450	141,875	0.01%	0.01%	19	0	0.0%	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	No change	335,225	139,693	0.01%	0.01%	21	0	0.0%	Q2 2026	Aug 14, 2026
NORTHERN TRUST CORP	History	No change	333,627	139,032	0.02%	0.02%	22	0	0.0%	Q2 2026	Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	299,013	124,607	0.19%	0.19%	23	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF AMERICA CORP /DE/	History	No change	286,256	119,291	0.01%	0.01%	24	0	0.0%	Q2 2026	Aug 14, 2026
Bahl & Gaynor LLC	History	No change	267,656	111,540	0.51%	0.51%	25	0	0.0%	Q2 2026	Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	260,848	108,703	0.03%	0.03%	26	0	0.0%	Q2 2026	Sep 23, 2026
DIMENSIONAL FUND ADVISORS LP	History	Added to	350,761	106,251	0.02%	0.02%	27	+105,219	42.85%	Q3 2026	Nov 04, 2026
Bank of New York Mellon Corp	History	No change	235,013	97,936	0.02%	0.02%	28	0	0.0%	Q2 2026	Aug 06, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC	History	New	320,431	96,991	1.63%	—	29	+320,431	New	Q3 2026	Oct 01, 2026
VANGUARD FIDUCIARY TRUST CO	History	No change	221,702	92,389	0.02%	0.02%	30	0	0.0%	Q2 2026	Aug 13, 2026
Hamlin Capital Management, LLC	History	Reduced	303,183	91,770	2.27%	2.85%	31	-1,141	-0.37%	Q3 2026	Oct 08, 2026
JPMORGAN CHASE & CO	History	No change	207,064	85,021	0.0%	0.0%	32	0	0.0%	Q2 2026	Aug 12, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	203,204	84,681	0.37%	0.37%	33	0	0.0%	Q2 2026	Aug 12, 2026
CALEDONIA INVESTMENTS PLC	History	Added to	261,439	79,072	8.88%	10.99%	34	+28,512	12.24%	Q3 2026	Oct 13, 2026
Findlay Park Partners LLP	History	No change	188,840	78,695	1.06%	1.06%	35	0	0.0%	Q2 2026	Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	177,259	73,869	0.01%	0.01%	36	0	0.0%	Q2 2026	Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC	History	No change	166,210	69,264	1.98%	1.98%	37	0	0.0%	Q2 2026	Aug 05, 2026
AMERIPRISE FINANCIAL INC	History	No change	160,683	66,963	0.01%	0.01%	38	0	0.0%	Q2 2026	Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC	History	Reduced	209,533	63,425	0.03%	0.05%	39	-36,597	-14.87%	Q3 2026	Nov 02, 2026
BROWN ADVISORY INC	History	No change	151,676	63,207	0.1%	0.1%	40	0	0.0%	Q2 2026	Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	151,160	62,992	0.09%	0.09%	41	0	0.0%	Q2 2026	Aug 13, 2026
WELCH & FORBES LLC	History	Reduced	205,167	62,102	0.74%	1.06%	42	-4,113	-1.97%	Q3 2026	Nov 04, 2026
ROYAL BANK OF CANADA	History	No change	148,207	61,762	0.01%	0.01%	43	0	0.0%	Q2 2026	Aug 14, 2026
Corient Private Wealth LP	History	No change	144,919	60,392	0.08%	0.08%	44	0	0.0%	Q2 2026	Aug 27, 2026
CITIGROUP INC	History	Added to	191,128	57,852	0.02%	0.02%	45	+51,610	36.99%	Q3 2026	Nov 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	135,045	56,277	0.01%	0.01%	46	0	0.0%	Q2 2026	Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	No change	132,056	55,031	0.01%	0.01%	47	0	0.0%	Q2 2026	Aug 14, 2026
Epoch Investment Partners, Inc.	History	No change	131,903	54,967	0.31%	0.31%	48	0	0.0%	Q2 2026	Aug 13, 2026
Neuberger Berman Group LLC	History	No change	130,302	54,300	0.04%	0.04%	49	0	0.0%	Q2 2026	Oct 27, 2026
BENJAMIN EDWARDS INC	History	No change	128,444	53,548	0.49%	0.49%	50	0	0.0%	Q2 2026	Jul 24, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC	History	No change	123,775	51,580	0.19%	0.19%	51	0	0.0%	Q2 2026	Aug 14, 2026
CIBC Bancorp USA Inc.	History	No change	121,392	50,579	0.06%	0.06%	52	0	0.0%	Q2 2026	Aug 13, 2026
RIVERBRIDGE PARTNERS LLC	History	No change	120,334	50,146	1.4%	1.4%	53	0	0.0%	Q2 2026	Jul 13, 2026
Vantage Investment Partners, LLC	History	Added to	158,419	47,951	2.89%	3.58%	54	+17,875	12.72%	Q3 2026	Oct 27, 2026
Baird Financial Group, Inc.	History	No change	112,909	47,052	0.06%	0.06%	55	0	0.0%	Q2 2026	Aug 12, 2026
RHUMBLINE ADVISERS	History	No change	108,856	45,363	0.03%	0.03%	56	0	0.0%	Q2 2026	Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP	History	No change	104,992	43,753	0.18%	0.18%	57	0	0.0%	Q2 2026	Aug 10, 2026
STIFEL FINANCIAL CORP	History	No change	103,164	42,994	0.04%	0.04%	58	0	0.0%	Q2 2026	Aug 12, 2026
TWO SIGMA INVESTMENTS, LP	History	No change	98,582	41,082	0.03%	0.03%	59	0	0.0%	Q2 2026	Aug 14, 2026
Swiss National Bank	History	No change	98,564	41,074	0.02%	0.02%	60	0	0.0%	Q2 2026	Aug 11, 2026
Legal & General Group Plc	History	No change	94,084	39,207	0.01%	0.01%	61	0	0.0%	Q2 2026	Aug 14, 2026
DEUTSCHE BANK AG\	History	No change	92,175	38,412	0.01%	0.01%	62	0	0.0%	Q2 2026	Aug 07, 2026
ANCHOR CAPITAL ADVISORS LLC	History	No change	91,748	38,233	1.07%	1.07%	63	0	0.0%	Q2 2026	Aug 05, 2026
Invesco Ltd.	History	No change	90,437	37,688	0.0%	0.0%	64	0	0.0%	Q2 2026	Aug 14, 2026
DEARBORN PARTNERS LLC	History	No change	89,590	32,592	1.76%	1.76%	65	0	0.0%	Q2 2026	Aug 13, 2026
Wilkinson Global Asset Management LLC	History	No change	75,839	31,604	2.51%	2.51%	66	0	0.0%	Q2 2026	Aug 06, 2026
Swedbank AB	History	Added to	99,846	30,222	0.03%	0.03%	67	+12,842	14.76%	Q3 2026	Oct 27, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	71,378	29,554	0.01%	0.01%	68	0	0.0%	Q2 2026	Aug 14, 2026
CAPITAL ADVISORS INC/OK	History	No change	70,906	29,548	0.43%	0.43%	69	0	0.0%	Q2 2026	Jul 22, 2026
Curi Capital, LLC	History	No change	69,438	28,936	0.45%	0.45%	70	0	0.0%	Q2 2026	Aug 14, 2026
FENIMORE ASSET MANAGEMENT INC	History	Added to	95,325	28,853	0.63%	0.69%	71	+15,108	18.83%	Q3 2026	Oct 08, 2026
CITADEL ADVISORS LLC	History	No change	67,281	28,038	0.0%	0.0%	72	0	0.0%	Q2 2026	Sep 02, 2026
Giverny Capital Inc.	History	No change	65,975	27,493	0.92%	0.92%	73	0	0.0%	Q2 2026	Aug 26, 2026
AE Wealth Management LLC	History	No change	65,866	27,448	0.13%	0.13%	74	0	0.0%	Q2 2026	Aug 03, 2026
ALPS ADVISORS INC	History	Added to	90,496	27,392	0.13%	0.14%	75	+19,475	27.42%	Q3 2026	Nov 02, 2026
Nuveen, LLC	History	No change	64,442	26,854	0.01%	0.01%	76	0	0.0%	Q2 2026	Aug 11, 2026
NATIXIS ADVISORS, LLC	History	No change	64,009	26,674	0.03%	0.03%	77	0	0.0%	Q2 2026	Aug 14, 2026
Capital International, Inc./CA/	History	No change	63,506	26,464	0.19%	0.19%	78	0	0.0%	Q2 2026	Aug 12, 2026
Gotham Asset Management, LLC	History	No change	63,068	26,282	0.06%	0.06%	79	0	0.0%	Q2 2026	Aug 14, 2026
Russell Investments Group, Ltd.	History	No change	59,266	24,698	0.02%	0.02%	80	0	0.0%	Q2 2026	Aug 06, 2026
HOWLAND CAPITAL MANAGEMENT LLC	History	Reduced	80,204	24,277	0.85%	1.21%	81	-291	-0.36%	Q3 2026	Oct 22, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	58,745	24,129	0.01%	0.01%	82	0	0.0%	Q2 2026	Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC	History	No change	57,428	23,932	0.55%	0.55%	83	0	0.0%	Q2 2026	Aug 06, 2026
Handelsbanken Fonder AB	History	No change	52,480	21,870	0.06%	0.06%	84	0	0.0%	Q2 2026	Jul 10, 2026
FEDERATED HERMES, INC.	History	No change	50,409	21,006	0.03%	0.03%	85	0	0.0%	Q2 2026	Aug 12, 2026
Vident Advisory, LLC	History	No change	50,316	20,968	0.15%	0.15%	86	0	0.0%	Q2 2026	Aug 12, 2026
Amundi	History	No change	50,125	20,888	0.01%	0.01%	87	0	0.0%	Q2 2026	Aug 11, 2026
HEARTLAND ADVISORS INC	History	No change	49,860	20,778	0.93%	0.93%	88	0	0.0%	Q2 2026	Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	History	No change	49,260	20,528	0.01%	0.01%	89	0	0.0%	Q2 2026	Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	History	No change	49,013	20,425	0.03%	0.03%	90	0	0.0%	Q2 2026	Aug 14, 2026
Bridgewater Associates, LP	History	No change	47,897	19,960	0.08%	0.08%	91	0	0.0%	Q2 2026	Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc.	History	Reduced	65,334	19,775	0.01%	0.02%	92	-597	-0.91%	Q3 2026	Oct 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	History	No change	46,560	19,402	0.02%	0.02%	93	0	0.0%	Q2 2026	Aug 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Added to	62,750	18,993	0.2%	0.07%	94	+47,000	298.41%	Q3 2026	Oct 27, 2026
Williams Jones Wealth Management, LLC.	History	No change	45,087	18,789	0.21%	0.21%	95	0	0.0%	Q2 2026	Aug 05, 2026
VICTORY CAPITAL MANAGEMENT INC	History	No change	44,475	18,534	0.01%	0.01%	96	0	0.0%	Q2 2026	Aug 07, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	47,739	17,366	0.01%	0.01%	97	0	0.0%	Q2 2026	Aug 14, 2026
Conestoga Capital Advisors, LLC	History	Reduced	56,013	16,954	0.51%	0.73%	98	-24,962	-30.83%	Q3 2026	Nov 02, 2026
FIFTH THIRD BANCORP	History	No change	40,467	16,863	0.03%	0.03%	99	0	0.0%	Q2 2026	Aug 05, 2026
Mitsubishi UFJ Asset Management Co., Ltd.	History	No change	40,371	16,823	0.01%	0.01%	100	0	0.0%	Q2 2026	Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	History	No change	39,691	16,540	0.03%	0.03%	101	0	0.0%	Q2 2026	Aug 10, 2026
BARCLAYS PLC	History	No change	39,243	16,353	0.0%	0.0%	102	0	0.0%	Q2 2026	Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/	History	No change	38,158	15,903	0.0%	0.0%	103	0	0.0%	Q2 2026	Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS	History	No change	37,605	15,671	0.04%	0.04%	104	0	0.0%	Q2 2026	Aug 12, 2026
DUDLEY & SHANLEY, INC.	History	Reduced	51,565	15,608	2.48%	4.91%	105	-26,447	-33.9%	Q3 2026	Oct 06, 2026
NORDEA INVESTMENT MANAGEMENT AB	History	No change	37,680	15,604	0.01%	0.01%	106	0	0.0%	Q2 2026	Aug 05, 2026
Retirement Systems of Alabama	History	Added to	48,856	14,788	0.04%	0.06%	107	+505	1.04%	Q3 2026	Nov 04, 2026
Covington Investment Advisors Inc.	History	No change	34,423	14,345	1.85%	1.85%	108	0	0.0%	Q2 2026	Aug 13, 2026
Patrick Mauro Investment Advisor, INC.	History	No change	33,278	13,867	6.97%	6.97%	109	0	0.0%	Q2 2026	Aug 10, 2026
LPL Financial LLC	History	No change	32,777	13,659	0.0%	0.0%	110	0	0.0%	Q2 2026	Aug 07, 2026
GRACE & WHITE INC /NY	History	Added to	44,905	13,592	2.23%	2.78%	111	+2,705	6.41%	Q3 2026	Oct 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	History	No change	32,568	13,573	0.09%	0.09%	112	0	0.0%	Q2 2026	Aug 12, 2026
AVIVA PLC	History	No change	28,839	12,018	0.02%	0.02%	113	0	0.0%	Q2 2026	Aug 13, 2026
Squarepoint Ops LLC	History	No change	28,187	11,746	0.01%	0.01%	114	0	0.0%	Q2 2026	Aug 14, 2026
LaFleur & Godfrey LLC	History	Added to	38,504	11,654	1.4%	1.81%	115	+1,951	5.34%	Q3 2026	Oct 27, 2026
Mitsubishi UFJ Trust & Banking Corp	History	No change	27,953	11,648	0.03%	0.03%	116	0	0.0%	Q2 2026	Aug 06, 2026
Quantinno Capital Management LP	History	No change	27,670	11,531	0.01%	0.01%	117	0	0.0%	Q2 2026	Aug 13, 2026
MARSHALL WACE, LLP	History	No change	26,755	11,149	0.01%	0.01%	118	0	0.0%	Q2 2026	Aug 13, 2026
TD ASSET MANAGEMENT INC	History	No change	26,551	11,064	0.01%	0.01%	119	0	0.0%	Q2 2026	Aug 04, 2026
CANADA LIFE ASSURANCE Co	History	No change	25,749	10,736	0.02%	0.02%	120	0	0.0%	Q2 2026	Aug 13, 2026
SEI INVESTMENTS CO	History	No change	25,661	10,695	0.01%	0.01%	121	0	0.0%	Q2 2026	Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd	History	Added to	35,138	10,635	0.07%	0.08%	122	+7,977	29.37%	Q3 2026	Oct 20, 2026
FRANKLIN RESOURCES INC	History	No change	25,480	10,618	0.0%	0.0%	123	0	0.0%	Q2 2026	Aug 13, 2026
ING GROEP NV	History	No change	25,400	10,584	0.05%	0.05%	124	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF NOVA SCOTIA	History	No change	25,331	10,556	0.02%	0.02%	125	0	0.0%	Q2 2026	Aug 12, 2026
Bath Savings Trust Co	History	Reduced	34,445	10,425	1.08%	1.61%	126	-2,782	-7.47%	Q3 2026	Oct 07, 2026
Intrinsic Edge Capital Management LLC	History	No change	25,000	10,418	1.08%	1.08%	127	0	0.0%	Q2 2026	Aug 12, 2026
Mirae Asset Global Investments Co., Ltd.	History	Added to	33,999	10,291	0.02%	0.02%	128	+4,668	15.91%	Q3 2026	Oct 28, 2026
DF DENT & CO INC	History	No change	24,109	10,042	0.19%	0.19%	129	0	0.0%	Q2 2026	Aug 14, 2026
CIBC WORLD MARKET INC.	History	No change	23,700	9,876	0.02%	0.02%	130	0	0.0%	Q2 2026	Aug 13, 2026
COMMERCE BANK	History	No change	23,693	9,873	0.04%	0.04%	131	0	0.0%	Q2 2026	Aug 12, 2026
Motley Fool Asset Management LLC	History	Reduced	32,503	9,838	0.37%	0.54%	132	-1,306	-3.86%	Q3 2026	Oct 27, 2026
WASHINGTON TRUST Co	History	Reduced	32,411	9,810	0.3%	0.44%	133	-1,197	-3.56%	Q3 2026	Oct 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	History	No change	32,362	9,796	0.02%	0.02%	134	0	0.0%	Q3 2026	Oct 22, 2026
Ironvine Capital Partners, LLC	History	No change	22,295	9,290	0.87%	0.87%	135	0	0.0%	Q2 2026	Aug 10, 2026
Aberdeen Group plc	History	No change	22,081	9,201	0.01%	0.01%	136	0	0.0%	Q2 2026	Jul 31, 2026
Crown Oak Advisors, LLC	History	Added to	30,223	9,148	4.32%	5.69%	137	+908	3.1%	Q3 2026	Oct 16, 2026
BLI - Banque de Luxembourg Investments	History	No change	22,150	9,113	0.32%	0.32%	138	0	0.0%	Q2 2026	Aug 10, 2026
Pembroke Management, LTD	History	Reduced	29,840	9,032	1.12%	3.31%	139	-20,824	-41.1%	Q3 2026	Oct 21, 2026
Anchor Investment Management, LLC	History	No change	21,509	8,963	0.67%	0.67%	140	0	0.0%	Q2 2026	Sep 15, 2026
Redmond Asset Management, LLC	History	Reduced	29,497	8,928	2.64%	3.57%	141	-4,841	-14.1%	Q3 2026	Oct 27, 2026
SG Capital Management LLC	History	No change	21,293	8,873	0.73%	0.73%	142	0	0.0%	Q2 2026	Aug 07, 2026
DEPRINCE RACE & ZOLLO INC	History	New	29,244	8,851	0.16%	—	143	+29,244	New	Q3 2026	Oct 13, 2026
Erste Asset Management GmbH	History	No change	21,300	8,745	0.07%	0.07%	144	0	0.0%	Q2 2026	Jul 28, 2026
Prospera Financial Services Inc	History	Reduced	27,673	8,401	0.11%	0.18%	145	-2,176	-7.29%	Q3 2026	Nov 04, 2026
Korea Investment CORP	History	No change	20,002	8,335	0.02%	0.02%	146	0	0.0%	Q2 2026	Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	No change	19,951	8,314	0.01%	0.01%	147	0	0.0%	Q2 2026	Sep 09, 2026
Advisors Capital Management, LLC	History	No change	19,883	8,286	0.09%	0.09%	148	0	0.0%	Q2 2026	Aug 11, 2026
Stratos Wealth Partners, LTD.	History	No change	19,619	8,175	0.08%	0.08%	149	0	0.0%	Q2 2026	Aug 11, 2026
JANE STREET GROUP, LLC	History	No change	19,545	8,144	0.0%	0.0%	150	0	0.0%	Q2 2026	Aug 14, 2026
Running Oak Capital LLC	History	Added to	26,723	8,088	1.33%	1.8%	151	+1,406	5.55%	Q3 2026	Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd	History	No change	18,638	7,767	0.01%	0.01%	152	0	0.0%	Q2 2026	Aug 13, 2026
BNP Paribas Asset Management Holding S.A.	History	No change	18,496	7,707	0.01%	0.01%	153	0	0.0%	Q2 2026	Aug 12, 2026
Canal Capital Management, LLC	History	No change	18,245	7,603	0.93%	0.93%	154	0	0.0%	Q2 2026	Jul 28, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC	History	No change	17,853	7,439	1.0%	1.0%	155	0	0.0%	Q2 2026	Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD	History	No change	17,775	7,407	0.01%	0.01%	156	0	0.0%	Q2 2026	Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	No change	17,699	7,375	0.09%	0.09%	157	0	0.0%	Q2 2026	Aug 06, 2026
TRUIST FINANCIAL CORP	History	Reduced	24,259	7,342	0.01%	0.01%	158	-1,584	-6.13%	Q3 2026	Oct 30, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	17,369	7,238	0.45%	0.45%	159	0	0.0%	Q2 2026	Jul 23, 2026
DANSKE BANK A/S	History	No change	17,362	7,235	0.01%	0.01%	160	0	0.0%	Q2 2026	Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	17,124	7,136	0.0%	0.0%	161	0	0.0%	Q2 2026	Aug 07, 2026
OLD NATIONAL BANCORP /IN/	History	Added to	23,277	7,045	0.14%	0.12%	162	+9,092	64.1%	Q3 2026	Oct 20, 2026
MetLife Investment Management, LLC	History	No change	16,853	7,023	0.03%	0.03%	163	0	0.0%	Q2 2026	Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	No change	16,848	7,021	0.01%	0.01%	164	0	0.0%	Q2 2026	Jul 29, 2026
Carnegie Investment Counsel	History	Reduced	23,141	7,004	0.14%	0.25%	165	-7,350	-24.11%	Q3 2026	Oct 20, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	16,675	6,948	0.0%	0.0%	166	0	0.0%	Q2 2026	Aug 13, 2026
Ascent Group, LLC	History	Reduced	22,953	6,947	0.21%	0.3%	167	-1,136	-4.72%	Q3 2026	Oct 30, 2026
Vanguard Investments Australia, Ltd.	History	No change	16,594	6,915	0.02%	0.02%	168	0	0.0%	Q2 2026	Aug 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	Reduced	22,061	6,677	0.06%	0.09%	169	-1,406	-5.99%	Q3 2026	Oct 23, 2026
FIRST TRUST ADVISORS LP	History	No change	15,806	6,586	0.0%	0.0%	170	0	0.0%	Q2 2026	Aug 11, 2026
ROYAL LONDON ASSET MANAGEMENT LTD	History	No change	15,740	6,559	0.01%	0.01%	171	0	0.0%	Q2 2026	Aug 13, 2026
Police & Firemen's Retirement System of New Jersey	History	No change	15,733	6,556	0.05%	0.05%	172	0	0.0%	Q2 2026	Jul 23, 2026
WENDELL DAVID ASSOCIATES INC	History	Reduced	21,557	6,525	0.68%	1.33%	173	-8,592	-28.5%	Q3 2026	Oct 27, 2026
TOWER BRIDGE ADVISORS	History	No change	15,633	6,514	0.59%	0.59%	174	0	0.0%	Q2 2026	Aug 12, 2026
Taylor Securities Services, Inc.	History	Reduced	21,420	6,483	2.59%	4.12%	175	-2,924	-12.01%	Q3 2026	Oct 20, 2026
Janney Montgomery Scott LLC	History	No change	15,515	6,466	0.01%	0.01%	176	0	0.0%	Q2 2026	Aug 05, 2026
Creative Planning	History	Added to	21,001	6,356	0.0%	0.0%	177	+4,215	25.11%	Q3 2026	Nov 02, 2026
Treasurer of the State of North Carolina	History	No change	14,879	6,201	0.02%	0.02%	178	0	0.0%	Q2 2026	Aug 14, 2026
KLP KAPITALFORVALTNING AS	History	No change	14,600	6,084	0.02%	0.02%	179	0	0.0%	Q2 2026	Aug 12, 2026
MARSICO CAPITAL MANAGEMENT LLC	History	No change	14,415	6,007	0.16%	0.16%	180	0	0.0%	Q2 2026	Aug 13, 2026
Vanguard Global Advisers, LLC	History	No change	13,541	5,642	0.0%	0.0%	181	0	0.0%	Q2 2026	Aug 13, 2026
Kensington Investment Counsel, LLC	History	No change	13,115	5,465	2.37%	2.37%	182	0	0.0%	Q2 2026	Aug 14, 2026
Nykredit A/S	History	No change	12,811	5,338	0.02%	0.02%	183	0	0.0%	Q2 2026	Sep 08, 2026
&PARTNERS	History	No change	12,801	5,317	0.02%	0.02%	184	0	0.0%	Q2 2026	Aug 14, 2026
Cetera Investment Advisers	History	No change	12,722	5,302	0.0%	0.0%	185	0	0.0%	Q2 2026	Aug 12, 2026
Vision Capital Management, Inc.	History	Added to	17,409	5,269	0.6%	0.83%	186	+3	0.02%	Q3 2026	Oct 19, 2026
Pictet Asset Management Holding SA	History	Added to	16,910	5,118	0.0%	0.01%	187	+1,323	8.49%	Q3 2026	Nov 03, 2026
AMERICAN CENTURY COMPANIES INC	History	No change	12,100	5,042	0.0%	0.0%	188	0	0.0%	Q2 2026	Aug 12, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	12,083	5,035	0.01%	0.01%	189	0	0.0%	Q2 2026	Aug 14, 2026
River Road Asset Management, LLC	History	No change	12,034	5,014	0.06%	0.06%	190	0	0.0%	Q2 2026	Jul 17, 2026
HARVEY INVESTMENT CO LLC	History	Added to	16,545	5,008	0.54%	0.09%	191	+14,660	777.72%	Q3 2026	Oct 20, 2026
Ipswich Investment Management Co., Inc.	History	Added to	16,453	4,980	1.06%	1.44%	192	+59	0.36%	Q3 2026	Oct 13, 2026
VAN ECK ASSOCIATES CORP	History	No change	11,875	4,948	0.0%	0.0%	193	0	0.0%	Q2 2026	Aug 14, 2026
AMALGAMATED BANK	History	Added to	16,279	4,927	0.03%	0.05%	194	+357	2.24%	Q3 2026	Oct 23, 2026
HSBC HOLDINGS PLC	History	No change	11,793	4,916	0.0%	0.0%	195	0	0.0%	Q2 2026	Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	11,756	4,899	0.01%	0.01%	196	0	0.0%	Q2 2026	Aug 13, 2026
Fideuram Asset Management (Ireland) dac	History	Added to	14,093	4,893	0.11%	0.01%	197	+12,568	824.13%	Q3 2026	Oct 29, 2026
State of Tennessee, Department of Treasury	History	No change	11,527	4,803	0.01%	0.01%	198	0	0.0%	Q2 2026	Aug 14, 2026
State of New Jersey Common Pension Fund D	History	No change	11,516	4,799	0.02%	0.02%	199	0	0.0%	Q2 2026	Aug 04, 2026
AEGON ASSET MANAGEMENT UK PLC	History	Reduced	15,799	4,782	0.05%	0.46%	200	-88,166	-84.8%	Q3 2026	Nov 04, 2026
Elo Mutual Pension Insurance Co	History	No change	11,470	4,779	0.06%	0.06%	201	0	0.0%	Q2 2026	Aug 13, 2026
ALERUS FINANCIAL NA	History	No change	11,460	4,775	0.21%	0.21%	202	0	0.0%	Q2 2026	Aug 13, 2026
US BANCORP \DE\	History	No change	11,375	4,740	0.01%	0.01%	203	0	0.0%	Q2 2026	Aug 12, 2026
BANK OF MONTREAL /CAN/	History	No change	11,106	4,628	0.0%	0.0%	204	0	0.0%	Q2 2026	Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	History	No change	10,699	4,458	0.01%	0.01%	205	0	0.0%	Q2 2026	Aug 17, 2026
FIDUCIARY TRUST CO	History	No change	10,600	4,417	0.05%	0.05%	206	0	0.0%	Q2 2026	Aug 13, 2026
CENTAURUS FINANCIAL, INC.	History	No change	10,587	4,412	0.17%	0.17%	207	0	0.0%	Q2 2026	Aug 17, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC	History	Added to	14,536	4,399	1.52%	1.77%	208	+2,122	17.09%	Q3 2026	Nov 03, 2026
Princeton Global Asset Management LLC	History	Reduced	14,268	4,318	0.62%	0.86%	209	-151	-1.05%	Q3 2026	Oct 21, 2026
Avanza Fonder AB	History	No change	14,252	4,313	0.08%	0.13%	210	0	0.0%	Q3 2026	Oct 13, 2026
Resona Asset Management Co.,Ltd.	History	No change	10,204	4,242	0.02%	0.02%	211	0	0.0%	Q2 2026	Jul 29, 2026
HighTower Advisors, LLC	History	No change	10,067	4,195	0.0%	0.0%	212	0	0.0%	Q2 2026	Aug 05, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP	History	No change	9,807	4,086	0.01%	0.01%	213	0	0.0%	Q2 2026	Aug 12, 2026
Marks Group Wealth Management, Inc	History	No change	9,803	4,085	0.36%	0.36%	214	0	0.0%	Q2 2026	Jul 27, 2026
Pathstone Holdings, LLC	History	No change	9,712	4,047	0.01%	0.01%	215	0	0.0%	Q2 2026	Aug 13, 2026
DnB Asset Management AS	History	No change	9,666	4,028	0.01%	0.01%	216	0	0.0%	Q2 2026	Aug 11, 2026
Asset Management One Co., Ltd.	History	Added to	12,982	3,929	0.01%	0.01%	217	+78	0.6%	Q3 2026	Oct 27, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	History	Reduced	12,962	3,923	0.04%	0.05%	218	-32	-0.25%	Q3 2026	Oct 23, 2026
Hamilton Point Investment Advisors, LLC	History	Added to	12,858	3,891	0.54%	0.75%	219	+86	0.67%	Q3 2026	Nov 03, 2026
OPPENHEIMER & CO INC	History	Added to	12,680	3,838	0.04%	0.05%	220	+475	3.89%	Q3 2026	Oct 26, 2026
Vestmark Advisory Solutions, Inc.	History	No change	9,072	3,780	0.04%	0.04%	221	0	0.0%	Q2 2026	Aug 14, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	History	Added to	12,426	3,761	0.02%	0.02%	222	+7	0.06%	Q3 2026	Oct 15, 2026
Cerity Partners LLC	History	No change	9,020	3,758	0.0%	0.0%	223	0	0.0%	Q2 2026	Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Added to	13,215	3,729	0.01%	0.01%	224	+39	0.3%	Q3 2026	Oct 13, 2026
Monte Financial Group, LLC	History	Reduced	12,305	3,724	1.25%	1.23%	225	-156	-1.25%	Q3 2026	Nov 02, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)	History	No change	8,727	3,636	0.01%	0.01%	226	0	0.0%	Q2 2026	Aug 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	No change	8,629	3,595	0.1%	0.1%	227	0	0.0%	Q2 2026	Aug 10, 2026
GUGGENHEIM CAPITAL LLC	History	No change	8,622	3,593	0.02%	0.02%	228	0	0.0%	Q2 2026	Aug 12, 2026
Baskin Financial Services Inc.	History	Reduced	11,811	3,575	0.29%	0.42%	229	-1,028	-8.01%	Q3 2026	Oct 19, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH	History	No change	8,537	3,555	0.01%	0.01%	230	0	0.0%	Q2 2026	Aug 06, 2026
MILLENNIUM MANAGEMENT LLC	History	No change	8,512	3,547	0.0%	0.0%	231	0	0.0%	Q2 2026	Aug 14, 2026
CREDIT AGRICOLE S A	History	No change	8,436	3,515	0.01%	0.01%	232	0	0.0%	Q2 2026	Aug 14, 2026
Premier Fund Managers Ltd	History	Reduced	11,636	3,501	0.36%	0.75%	233	-8,569	-42.41%	Q3 2026	Nov 02, 2026
NewEdge Wealth, LLC	History	No change	8,143	3,393	0.03%	0.03%	234	0	0.0%	Q2 2026	Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC	History	Reduced	11,179	3,383	0.01%	0.02%	235	-1,203	-9.72%	Q3 2026	Oct 20, 2026
Rockefeller Capital Management L.P.	History	No change	8,040	3,350	0.01%	0.01%	236	0	0.0%	Q2 2026	Aug 13, 2026
D.A. DAVIDSON & CO.	History	Added to	10,875	3,291	0.02%	0.02%	237	+804	7.98%	Q3 2026	Oct 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	History	No change	7,874	3,281	0.04%	0.04%	238	0	0.0%	Q2 2026	Aug 12, 2026
Prosperity Consulting Group, LLC	History	No change	7,818	3,257	0.12%	0.12%	239	0	0.0%	Q2 2026	Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ)	History	No change	7,815	3,256	0.01%	0.01%	240	0	0.0%	Q2 2026	Aug 13, 2026
Prospect Capital Advisors, LLC	History	No change	7,810	3,254	1.48%	1.48%	241	0	0.0%	Q2 2026	Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	7,773	3,239	0.01%	0.01%	242	0	0.0%	Q2 2026	Aug 14, 2026
Louisiana State Employees Retirement System	History	Added to	10,600	3,208	0.05%	0.06%	243	+400	3.92%	Q3 2026	Oct 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	10,375	3,140	0.0%	0.01%	244	-1,288	-11.04%	Q3 2026	Nov 02, 2026
Advisors Asset Management, Inc.	History	No change	7,477	3,115	0.05%	0.05%	245	0	0.0%	Q2 2026	Aug 13, 2026
Orion Porfolio Solutions, LLC	History	No change	7,317	3,049	0.02%	0.02%	246	0	0.0%	Q2 2026	Aug 14, 2026
Mn Services Vermogensbeheer B.V.	History	No change	9,975	3,019	0.02%	0.03%	247	0	0.0%	Q3 2026	Oct 08, 2026
Sanctuary Advisors, LLC	History	No change	7,184	2,993	0.01%	0.01%	248	0	0.0%	Q2 2026	Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	History	No change	7,118	2,966	0.07%	0.07%	249	0	0.0%	Q2 2026	Jul 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	History	Reduced	9,696	2,934	0.03%	0.05%	250	-431	-4.26%	Q3 2026	Oct 22, 2026
Arizona State Retirement System	History	Reduced	9,564	2,894	0.01%	0.02%	251	-455	-4.54%	Q3 2026	Nov 03, 2026
IFM Investors Pty Ltd	History	Added to	9,397	2,844	0.02%	0.02%	252	+540	6.1%	Q3 2026	Oct 13, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Reduced	9,335	2,825	0.05%	0.08%	253	-483	-4.92%	Q3 2026	Oct 28, 2026
Numerai GP LLC	History	No change	6,732	2,805	0.23%	0.23%	254	0	0.0%	Q2 2026	Aug 14, 2026
1834 INVESTMENT ADVISORS CO	History	Added to	9,241	2,797	0.32%	0.22%	255	+4,678	102.52%	Q3 2026	Oct 16, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	6,624	2,760	0.0%	0.0%	256	0	0.0%	Q2 2026	Aug 19, 2026
GABELLI FUNDS LLC	History	No change	7,800	2,730	0.02%	0.02%	257	0	0.0%	Q2 2026	Aug 12, 2026
2Xideas AG	History	No change	6,519	2,716	1.17%	1.17%	258	0	0.0%	Q2 2026	Aug 14, 2026
OSAIC HOLDINGS, INC.	History	No change	6,434	2,683	0.0%	0.0%	259	0	0.0%	Q2 2026	Aug 14, 2026
Ameritas Investment Partners, Inc.	History	No change	6,434	2,681	0.07%	0.07%	260	0	0.0%	Q2 2026	Aug 13, 2026
Callan Family Office, LLC	History	No change	6,284	2,618	0.05%	0.05%	261	0	0.0%	Q2 2026	Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC	History	No change	6,210	2,587	0.0%	0.0%	262	0	0.0%	Q2 2026	Aug 12, 2026
Inspire Investing, LLC	History	Added to	8,521	2,579	0.11%	0.12%	263	+1,293	17.89%	Q3 2026	Oct 22, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	History	New	8,495	2,571	0.01%	—	264	+8,495	New	Q3 2026	Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM	History	Added to	8,383	2,537	0.01%	0.02%	265	+200	2.44%	Q3 2026	Oct 27, 2026
Hosking Partners LLP	History	Added to	8,370	2,533	0.09%	0.1%	266	+1,391	19.93%	Q3 2026	Oct 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	6,041	2,517	0.01%	0.01%	267	0	0.0%	Q2 2026	Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	5,980	2,492	0.03%	0.03%	268	0	0.0%	Q2 2026	Aug 13, 2026
Graham Capital Management, L.P.	History	No change	5,974	2,489	0.05%	0.05%	269	0	0.0%	Q2 2026	Aug 14, 2026
Atria Investments, Inc	History	Added to	8,134	2,462	0.02%	0.03%	270	+1,396	20.72%	Q3 2026	Oct 15, 2026
Birch Hill Investment Advisors LLC	History	New	8,120	2,457	0.1%	—	271	+8,120	New	Q3 2026	Oct 16, 2026
CAMBIAR INVESTORS LLC	History	Reduced	8,039	2,433	0.1%	0.15%	272	-280	-3.37%	Q3 2026	Nov 04, 2026
REGIONS FINANCIAL CORP	History	No change	5,761	2,400	0.01%	0.01%	273	0	0.0%	Q2 2026	Aug 10, 2026
Employees Retirement System of Texas	History	No change	5,718	2,383	0.02%	0.02%	274	0	0.0%	Q2 2026	Aug 14, 2026
Focus Partners Wealth	History	No change	5,683	2,368	0.0%	0.0%	275	0	0.0%	Q2 2026	Aug 12, 2026
RFG Advisory, LLC	History	Added to	7,783	2,355	0.03%	0.04%	276	+1,777	29.59%	Q3 2026	Nov 03, 2026
BRIDGES INVESTMENT MANAGEMENT INC	History	No change	5,580	2,325	0.03%	0.03%	277	0	0.0%	Q2 2026	Aug 07, 2026
Swiss Life Asset Management Ltd	History	Added to	7,612	2,304	0.01%	0.01%	278	+233	3.16%	Q3 2026	Nov 03, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	History	No change	5,463	2,276	0.15%	0.15%	279	0	0.0%	Q2 2026	Aug 11, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	History	Added to	7,461	2,256	0.26%	0.23%	280	+2,705	56.88%	Q3 2026	Oct 26, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	History	Added to	7,395	2,238	0.02%	0.03%	281	+200	2.78%	Q3 2026	Oct 29, 2026
Applied Capital LLC/FL	History	Added to	7,362	2,228	0.89%	1.23%	282	+67	0.92%	Q3 2026	Oct 07, 2026
Utah Retirement Systems	History	No change	5,321	2,217	0.02%	0.02%	283	0	0.0%	Q2 2026	Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	5,314	2,214	0.01%	0.01%	284	0	0.0%	Q2 2026	Aug 13, 2026
Voleon Capital Management LP	History	No change	5,295	2,206	0.04%	0.04%	285	0	0.0%	Q2 2026	Aug 14, 2026
MIDDLETON & CO INC/MA	History	Reduced	7,102	2,149	0.23%	0.32%	286	-25	-0.35%	Q3 2026	Oct 23, 2026
Summit Trail Advisors, LLC	History	No change	5,158	2,149	0.03%	0.03%	287	0	0.0%	Q2 2026	Aug 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	History	No change	5,150	2,146	0.01%	0.01%	288	0	0.0%	Q2 2026	Aug 13, 2026
Ilmarinen Mutual Pension Insurance Co	History	No change	5,096	2,124	0.01%	0.01%	289	0	0.0%	Q2 2026	Aug 13, 2026
SEB Asset Management AB	History	Reduced	6,943	2,101	0.01%	0.01%	290	-131	-1.85%	Q3 2026	Nov 04, 2026
Birch Capital Management, LLC	History	Added to	6,861	2,076	0.97%	1.21%	291	+922	15.52%	Q3 2026	Oct 27, 2026
Barbara Oil Co.	History	No change	5,000	2,052	0.69%	0.69%	292	0	0.0%	Q2 2026	Aug 13, 2026
TORONTO DOMINION BANK	History	No change	4,914	2,047	0.0%	0.0%	293	0	0.0%	Q2 2026	Aug 14, 2026
ALLSTATE CORP	History	No change	4,867	2,028	0.02%	0.02%	294	0	0.0%	Q2 2026	Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN	History	No change	4,804	2,001	0.01%	0.01%	295	0	0.0%	Q2 2026	Aug 14, 2026
XPONANCE LLC	History	Reduced	6,418	1,942	0.01%	0.02%	296	-19	-0.3%	Q3 2026	Nov 03, 2026
UNIVEST FINANCIAL Corp	History	No change	4,601	1,917	0.09%	0.09%	297	0	0.0%	Q2 2026	Aug 07, 2026
Investment Management Corp of Ontario	History	No change	4,551	1,896	0.02%	0.02%	298	0	0.0%	Q2 2026	Aug 14, 2026
Vanguard Personalized Indexing Management, LLC	History	No change	4,524	1,885	0.02%	0.02%	299	0	0.0%	Q2 2026	Aug 11, 2026
Freedom Day Solutions, LLC	History	Reduced	6,115	1,851	0.41%	0.59%	300	-268	-4.2%	Q3 2026	Oct 19, 2026
KBC Group NV	History	Added to	6,040	1,829	0.0%	0.01%	301	+29	0.48%	Q3 2026	Oct 22, 2026
FAS Wealth Partners, Inc.	History	No change	4,405	1,827	0.1%	0.1%	302	0	0.0%	Q2 2026	Jul 29, 2026
Schonfeld Strategic Advisors LLC	History	No change	4,381	1,825	0.01%	0.01%	303	0	0.0%	Q2 2026	Aug 14, 2026
Lantz Financial LLC	History	New	5,960	1,804	0.33%	—	304	+5,960	New	Q3 2026	Oct 15, 2026
APPLETON PARTNERS INC/MA	History	Added to	5,899	1,786	0.11%	0.15%	305	+55	0.94%	Q3 2026	Oct 30, 2026
INTREPID CAPITAL MANAGEMENT INC	History	No change	4,254	1,772	0.63%	0.63%	306	0	0.0%	Q2 2026	Aug 12, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	5,787	1,752	0.0%	0.0%	307	+1,949	50.78%	Q3 2026	Nov 02, 2026
Apollon Wealth Management, LLC	History	Reduced	5,737	1,736	0.02%	0.04%	308	-2,378	-29.3%	Q3 2026	Oct 23, 2026
OP Asset Management Ltd	History	No change	4,093	1,705	0.02%	0.02%	309	0	0.0%	Q2 2026	Jul 28, 2026
ABN AMRO INVESTMENT SOLUTIONS	History	Added to	5,609	1,697	0.01%	0.01%	310	+2,078	58.85%	Q3 2026	Oct 21, 2026
Pacer Advisors, Inc.	History	No change	3,957	1,649	0.0%	0.0%	311	0	0.0%	Q2 2026	Aug 13, 2026
SG Americas Securities, LLC	History	No change	3,840	1,600	0.0%	0.0%	312	0	0.0%	Q2 2026	Aug 07, 2026
MATTERN CAPITAL MANAGEMENT, LLC	History	Added to	4,999	1,513	0.18%	0.17%	313	+1,405	39.09%	Q3 2026	Nov 02, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	History	No change	3,605	1,502	0.01%	0.01%	314	0	0.0%	Q2 2026	Aug 10, 2026
Regents Gate Capital LLP	History	Added to	4,958	1,500	1.87%	1.82%	315	+1,680	51.25%	Q3 2026	Nov 03, 2026
Equitable Holdings, Inc.	History	No change	3,577	1,490	0.01%	0.01%	316	0	0.0%	Q2 2026	Aug 17, 2026
Federation des caisses Desjardins du Quebec	History	No change	3,543	1,476	0.0%	0.0%	317	0	0.0%	Q2 2026	Aug 13, 2026
DekaBank Deutsche Girozentrale	History	Reduced	4,789	1,472	0.0%	0.02%	318	-34,080	-87.68%	Q3 2026	Oct 27, 2026
Annandale Capital, LLC	History	No change	3,516	1,465	0.2%	0.2%	319	0	0.0%	Q2 2026	Aug 13, 2026
Atlantic Union Bankshares Corp	History	No change	3,490	1,454	0.02%	0.02%	320	0	0.0%	Q2 2026	Aug 11, 2026
Modern Wealth Management, LLC	History	No change	3,373	1,402	0.02%	0.02%	321	0	0.0%	Q2 2026	Aug 13, 2026
National Pension Service	History	No change	3,362	1,401	0.0%	0.0%	322	0	0.0%	Q2 2026	Aug 13, 2026
UMB Bank, n.a.	History	No change	3,377	1,385	0.02%	0.02%	323	0	0.0%	Q2 2026	Aug 13, 2026
Ensign Peak Advisors, Inc	History	No change	3,209	1,337	0.0%	0.0%	324	0	0.0%	Q2 2026	Aug 14, 2026
SlateStone Wealth, LLC	History	No change	3,170	1,321	0.1%	0.1%	325	0	0.0%	Q2 2026	Jul 20, 2026
Daiwa Securities Group Inc.	History	Added to	4,347	1,315	0.0%	0.0%	326	+183	4.39%	Q3 2026	Oct 29, 2026
Cresset Asset Management, LLC	History	No change	3,152	1,313	0.0%	0.0%	327	0	0.0%	Q2 2026	Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC	History	No change	3,184	1,307	0.0%	0.0%	328	0	0.0%	Q2 2026	Aug 13, 2026
Taylor Frigon Capital Management LLC	History	Added to	4,313	1,305	0.66%	0.8%	329	+225	5.5%	Q3 2026	Oct 23, 2026
Tower Research Capital LLC (TRC)	History	No change	3,133	1,304	0.03%	0.03%	330	0	0.0%	Q2 2026	Aug 11, 2026
Daiichi Life Insurance Co., Ltd.	History	No change	3,131	1,304	0.03%	0.03%	331	0	0.0%	Q2 2026	Aug 12, 2026
CreativeOne Wealth, LLC	History	No change	3,034	1,264	0.03%	0.03%	332	0	0.0%	Q2 2026	Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT	History	No change	3,013	1,255	0.01%	0.01%	333	0	0.0%	Q2 2026	Aug 13, 2026
XCELSIOR ADVISOR PARTNERS LLC	History	No change	3,005	1,252	0.16%	0.16%	334	0	0.0%	Q2 2026	Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.	History	No change	3,000	1,250	0.02%	0.02%	335	0	0.0%	Q2 2026	Aug 10, 2026
GW&K Investment Management, LLC	History	No change	2,947	1,228	0.01%	0.01%	336	0	0.0%	Q2 2026	Aug 12, 2026
Envestnet Portfolio Solutions, Inc.	History	No change	2,837	1,182	0.01%	0.01%	337	0	0.0%	Q2 2026	Sep 23, 2026
MML INVESTORS SERVICES, LLC	History	No change	2,834	1,181	0.0%	0.0%	338	0	0.0%	Q2 2026	Aug 07, 2026
ACCESS FINANCIAL SERVICES, INC.	History	No change	2,804	1,168	0.38%	0.38%	339	0	0.0%	Q2 2026	Jul 16, 2026
Man Group plc	History	No change	2,775	1,156	0.0%	0.0%	340	0	0.0%	Q2 2026	Aug 14, 2026
HANCOCK WHITNEY CORP	History	No change	2,745	1,143	0.02%	0.02%	341	0	0.0%	Q2 2026	Aug 14, 2026
Capital Investment Advisory Services, LLC	History	Added to	3,749	1,134	0.07%	0.1%	342	+13	0.35%	Q3 2026	Oct 30, 2026
Eurizon Capital SGR S.p.A.	History	No change	2,673	1,112	0.0%	0.0%	343	0	0.0%	Q2 2026	Jul 29, 2026
CHOREO, LLC	History	Reduced	3,663	1,108	0.01%	0.02%	344	-219	-5.64%	Q3 2026	Oct 28, 2026
CIBC Asset Management Inc	History	No change	2,649	1,103	0.0%	0.0%	345	0	0.0%	Q2 2026	Aug 03, 2026
M&T BANK CORP	History	No change	2,645	1,102	0.0%	0.0%	346	0	0.0%	Q2 2026	Aug 04, 2026
Mirabaud Asset Management Ltd	History	No change	2,647	1,086	0.9%	0.9%	347	0	0.0%	Q2 2026	Aug 12, 2026
Jump Financial, LLC	History	No change	2,520	1,050	0.01%	0.01%	348	0	0.0%	Q2 2026	Aug 13, 2026
MAI Capital Management	History	No change	2,475	1,031	0.0%	0.0%	349	0	0.0%	Q2 2026	Aug 14, 2026
State of Alaska, Department of Revenue	History	Reduced	3,375	1,021	0.01%	0.01%	350	-55	-1.6%	Q3 2026	Oct 15, 2026
Saudi Central Bank	History	No change	2,446	1,019	0.01%	0.01%	351	0	0.0%	Q2 2026	Jul 30, 2026
GAMMA Investing LLC	History	Added to	3,355	1,015	0.03%	0.03%	352	+1,404	71.96%	Q3 2026	Oct 08, 2026
BLALOCK WILLIAMS, LLC	History	No change	2,332	971	0.63%	0.63%	353	0	0.0%	Q2 2026	Aug 07, 2026
Coastal Bridge Advisors, LLC	History	No change	2,319	966	0.06%	0.06%	354	0	0.0%	Q2 2026	Aug 17, 2026
TCI Wealth Advisors, Inc.	History	Added to	3,191	965	0.04%	0.06%	355	+1	0.03%	Q3 2026	Oct 30, 2026
Steward Partners Investment Advisory, LLC	History	No change	2,308	961	0.0%	0.0%	356	0	0.0%	Q2 2026	Aug 13, 2026
SECURIAN ASSET MANAGEMENT, INC	History	No change	2,574	957	0.03%	0.03%	357	0	0.0%	Q2 2026	Jul 23, 2026
Alpha Omega Wealth Management LLC	History	No change	3,157	955	0.14%	0.2%	358	0	0.0%	Q3 2026	Oct 23, 2026
Hennion & Walsh Asset Management, Inc.	History	Added to	3,150	953	0.03%	0.04%	359	+136	4.51%	Q3 2026	Oct 13, 2026
WEALTH ALLIANCE, LLC	History	No change	2,249	937	0.08%	0.08%	360	0	0.0%	Q2 2026	Aug 11, 2026
Jupiter Topco LLC	History	No change	2,237	933	0.0%	0.0%	361	0	0.0%	Q2 2026	Aug 14, 2026
Citizens Business Bank	History	No change	2,219	924	0.14%	0.14%	362	0	0.0%	Q2 2026	Aug 03, 2026
Freestone Grove Partners LP	History	No change	2,195	914	0.01%	0.01%	363	0	0.0%	Q2 2026	Aug 14, 2026
Intrinsic Value Partners, LLC	History	No change	2,189	912	0.62%	0.62%	364	0	0.0%	Q2 2026	Jul 14, 2026
BHK Investment Advisors, LLC	History	No change	2,160	899	0.27%	0.27%	365	0	0.0%	Q2 2026	Jul 28, 2026
OLD REPUBLIC INTERNATIONAL CORP	History	New	2,960	893	0.04%	—	367	+2,960	New	Q3 2026	Oct 26, 2026
CRAWFORD INVESTMENT COUNSEL INC	History	No change	2,145	893	0.01%	0.01%	366	0	0.0%	Q2 2026	Aug 14, 2026
Simplicity Wealth,LLC	History	Added to	2,887	873	0.03%	0.03%	368	+936	47.98%	Q3 2026	Oct 23, 2026
LVW Advisors, LLC	History	Added to	2,819	853	0.07%	0.03%	369	+1,919	213.22%	Q3 2026	Oct 19, 2026
PRUDENTIAL FINANCIAL INC	History	No change	2,005	835	0.0%	0.0%	370	0	0.0%	Q2 2026	Aug 12, 2026
Woodline Partners LP	History	No change	1,995	831	0.0%	0.0%	371	0	0.0%	Q2 2026	Aug 14, 2026
Chicago Capital, LLC	History	No change	2,700	817	0.02%	0.03%	372	0	0.0%	Q3 2026	Oct 13, 2026
Allianz Asset Management GmbH	History	No change	1,957	815	0.0%	0.0%	373	0	0.0%	Q2 2026	Sep 02, 2026
Beacon Pointe Advisors, LLC	History	No change	1,961	815	0.0%	0.0%	374	0	0.0%	Q2 2026	Aug 18, 2026
OMERS ADMINISTRATION Corp	History	No change	1,955	814	0.0%	0.0%	375	0	0.0%	Q2 2026	Aug 13, 2026
Gulf International Bank (UK) Ltd	History	No change	2,665	806	0.02%	0.02%	376	0	0.0%	Q3 2026	Oct 20, 2026
SIMPLEX TRADING, LLC	History	Added to	2,654	803	0.0%	0.0%	377	+2,648	44133.33%	Q3 2026	Nov 04, 2026
Alliance Wealth Advisors, LLC /UT	History	Reduced	2,591	784	0.14%	0.24%	378	-424	-14.06%	Q3 2026	Oct 28, 2026
Drucker Wealth 3.0, LLC	History	No change	1,874	780	0.12%	0.12%	379	0	0.0%	Q2 2026	Jul 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	No change	1,855	773	0.01%	0.01%	380	0	0.0%	Q2 2026	Aug 12, 2026
Dynamic Advisor Solutions LLC	History	New	2,522	763	0.02%	—	381	+2,522	New	Q3 2026	Oct 13, 2026
AG2R LA MONDIALE GESTION D'ACTIFS	History	New	2,513	760	0.03%	—	382	+2,513	New	Q3 2026	Oct 26, 2026
Maryland State Retirement & Pension System	History	No change	1,819	758	0.01%	0.01%	383	0	0.0%	Q2 2026	Jul 30, 2026
Belpointe Asset Management LLC	History	No change	1,812	755	0.02%	0.02%	384	0	0.0%	Q2 2026	Jul 31, 2026
Portside Wealth Group, LLC	History	Added to	2,493	754	0.08%	0.11%	385	+322	14.83%	Q3 2026	Oct 20, 2026
Triad Investment Management	History	Added to	2,477	749	0.99%	1.12%	386	+32	1.31%	Q3 2026	Oct 13, 2026
SBI Okasan Asset Management Co.Ltd.	History	No change	1,800	739	0.02%	0.02%	387	0	0.0%	Q2 2026	Jul 21, 2026
Concurrent Investment Advisors, LLC	History	Reduced	2,438	737	0.01%	0.01%	388	-1,693	-40.98%	Q3 2026	Oct 16, 2026
Gibbs Wealth Management	History	Added to	2,430	735	0.08%	0.05%	389	+1,410	138.24%	Q3 2026	Oct 22, 2026
Boreal Capital Management LLC	History	No change	1,756	731	0.54%	0.54%	390	0	0.0%	Q2 2026	Aug 13, 2026
SummerHaven Investment Management, LLC	History	New	2,382	721	0.4%	—	391	+2,382	New	Q3 2026	Oct 19, 2026
Knollwood Investment Advisory, LLC	History	No change	1,722	717	0.06%	0.06%	392	0	0.0%	Q2 2026	Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	1,697	707	0.01%	0.01%	393	0	0.0%	Q2 2026	Aug 13, 2026
RWA WEALTH PARTNERS, LLC	History	No change	1,687	703	0.01%	0.01%	394	0	0.0%	Q2 2026	Aug 07, 2026
Integrated Wealth Concepts LLC	History	No change	1,676	698	0.0%	0.0%	395	0	0.0%	Q2 2026	Sep 08, 2026
Capital Analysts, LLC	History	No change	1,659	692	0.02%	0.02%	396	0	0.0%	Q2 2026	Aug 05, 2026
First Bank & Trust	History	Added to	2,283	691	0.1%	0.11%	397	+544	31.28%	Q3 2026	Oct 16, 2026
Vise Technologies, Inc.	History	Added to	2,258	683	0.01%	0.01%	398	+1,171	107.73%	Q3 2026	Oct 28, 2026
Centennial Wealth Advisory LLC	History	Added to	2,255	682	0.14%	0.18%	399	+236	11.69%	Q3 2026	Oct 16, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC	History	No change	1,630	679	0.26%	0.26%	400	0	0.0%	Q2 2026	Jul 09, 2026
Trexquant Investment LP	History	No change	1,629	678	0.0%	0.0%	401	0	0.0%	Q2 2026	Aug 14, 2026
Procyon Advisors, LLC	History	Reduced	2,212	669	0.03%	0.04%	402	-179	-7.49%	Q3 2026	Oct 21, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	1,583	660	0.0%	0.0%	403	0	0.0%	Q2 2026	Aug 10, 2026
Sequoia Financial Advisors, LLC	History	No change	1,536	639	0.0%	0.0%	404	0	0.0%	Q2 2026	Jul 17, 2026
NewEdge Advisors, LLC	History	No change	1,536	639	0.0%	0.0%	405	0	0.0%	Q2 2026	Aug 12, 2026
Virtu Financial LLC	History	No change	1,521	634	0.02%	0.02%	406	0	0.0%	Q2 2026	Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	No change	1,519	633	0.0%	0.0%	407	0	0.0%	Q2 2026	Aug 13, 2026
Centennial Bank/AR/	History	No change	1,518	632	0.2%	0.2%	408	0	0.0%	Q2 2026	Aug 10, 2026
PRUDENTIAL PLC	History	No change	1,511	629	0.0%	0.0%	409	0	0.0%	Q2 2026	Aug 13, 2026
MGO ONE SEVEN LLC	History	Reduced	2,077	628	0.01%	0.02%	411	-152	-6.82%	Q3 2026	Oct 28, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	History	No change	1,508	628	0.0%	0.0%	410	0	0.0%	Q2 2026	Aug 03, 2026
NORDEN GROUP LLC	History	Added to	2,064	624	0.05%	0.07%	414	+93	4.72%	Q3 2026	Oct 20, 2026
Meiji Yasuda Asset Management Co Ltd.	History	No change	1,499	624	0.03%	0.03%	412	0	0.0%	Q2 2026	Aug 12, 2026
Merit Financial Group, LLC	History	No change	1,498	624	0.0%	0.0%	413	0	0.0%	Q2 2026	Jul 20, 2026
WEBSTER BANK, N. A.	History	No change	1,493	622	0.05%	0.05%	415	0	0.0%	Q2 2026	Jul 20, 2026
Walleye Trading LLC	History	No change	1,492	621	0.0%	0.0%	416	0	0.0%	Q2 2026	Aug 03, 2026
LANARK FINANCIAL, INC.	History	Added to	2,023	612	0.04%	0.05%	417	+400	24.65%	Q3 2026	Oct 26, 2026
LGT Group Foundation	History	No change	1,447	603	0.01%	0.01%	418	0	0.0%	Q2 2026	Aug 10, 2026
Cox Capital Mgt LLC	History	No change	1,925	582	0.33%	0.45%	419	0	0.0%	Q3 2026	Oct 07, 2026
Diversify Advisory Services, LLC	History	Added to	1,935	579	0.01%	0.01%	420	+181	10.32%	Q3 2026	Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	Added to	1,935	579	0.01%	0.01%	421	+181	10.32%	Q3 2026	Oct 20, 2026
BOKF, NA	History	Added to	1,910	578	0.01%	0.01%	422	+11	0.58%	Q3 2026	Oct 27, 2026
Park Place Capital Corp	History	No change	1,362	567	0.09%	0.09%	423	0	0.0%	Q2 2026	Aug 13, 2026
Baker Avenue Asset Management, LP	History	No change	1,338	557	0.01%	0.01%	424	0	0.0%	Q2 2026	Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	1,328	553	0.01%	0.01%	425	0	0.0%	Q2 2026	Aug 11, 2026
PARK AVENUE SECURITIES LLC	History	Added to	1,822	552	0.0%	0.0%	426	+237	14.95%	Q3 2026	Oct 26, 2026
Phillips Wealth Planners LLC	History	No change	1,407	547	0.4%	0.4%	427	0	0.0%	Q2 2026	Aug 07, 2026
Argyle Capital Partners, LLC	History	New	1,803	545	0.34%	—	428	+1,803	New	Q3 2026	Oct 23, 2026
HB Wealth Management, LLC	History	Reduced	1,783	539	0.0%	0.0%	429	-171	-8.75%	Q3 2026	Oct 23, 2026
Stonehage Fleming Financial Services Holdings Ltd	History	No change	1,289	537	0.02%	0.02%	430	0	0.0%	Q2 2026	Aug 17, 2026
CARY STREET PARTNERS FINANCIAL LLC	History	No change	1,282	534	0.01%	0.01%	431	0	0.0%	Q2 2026	Jul 17, 2026
Hilltop Holdings Inc.	History	No change	1,262	525	0.04%	0.04%	432	0	0.0%	Q2 2026	Aug 13, 2026
GHP Investment Advisors, Inc.	History	Reduced	1,731	524	0.02%	0.03%	433	-262	-13.15%	Q3 2026	Oct 15, 2026
Havemeyer Place LP	History	No change	1,232	513	0.05%	0.05%	434	0	0.0%	Q2 2026	Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	1,229	512	0.0%	0.0%	435	0	0.0%	Q2 2026	Jul 23, 2026
Crossmark Global Holdings, Inc.	History	Added to	1,689	511	0.01%	0.01%	436	+45	2.74%	Q3 2026	Oct 21, 2026
Oak Thistle LLC	History	Reduced	1,662	503	0.05%	0.12%	437	-1,243	-42.79%	Q3 2026	Oct 21, 2026
CoreCap Advisors, LLC	History	Reduced	1,651	499	0.01%	0.02%	438	-275	-14.28%	Q3 2026	Oct 08, 2026
Tudor Financial Inc.	History	No change	1,195	497	0.22%	0.22%	439	0	0.0%	Q2 2026	Aug 10, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	1,188	495	0.0%	0.0%	440	0	0.0%	Q2 2026	Sep 23, 2026
Voya Financial Advisors, Inc.	History	No change	1,202	493	0.04%	0.04%	441	0	0.0%	Q2 2026	Aug 12, 2026
Significant Wealth Partners LLC	History	No change	1,171	487	0.53%	0.53%	442	0	0.0%	Q2 2026	Jul 14, 2026
Davidson Kahn Capital Management, LLC	History	Added to	1,598	483	0.19%	0.21%	443	+399	33.28%	Q3 2026	Oct 26, 2026
HARRELL INVESTMENT PARTNERS, LLC	History	Reduced	1,591	481	0.1%	0.17%	444	-251	-13.63%	Q3 2026	Oct 15, 2026
MACQUARIE GROUP LTD	History	No change	1,149	478	0.0%	0.0%	445	0	0.0%	Q2 2026	Aug 14, 2026
International Private Wealth Advisors LLC	History	No change	1,137	474	0.24%	0.24%	446	0	0.0%	Q2 2026	Aug 07, 2026
Fifth Third Wealth Advisors LLC	History	Reduced	1,564	473	0.01%	0.02%	447	-240	-13.3%	Q3 2026	Oct 22, 2026
Arax Advisory Partners	History	No change	1,133	472	0.0%	0.0%	448	0	0.0%	Q2 2026	Aug 10, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	Added to	1,553	470	0.01%	0.01%	449	+337	27.71%	Q3 2026	Oct 23, 2026
SHELTON CAPITAL MANAGEMENT	History	No change	1,130	470	0.01%	0.01%	450	0	0.0%	Q2 2026	Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Added to	1,545	467	0.02%	0.01%	452	+745	93.13%	Q3 2026	Oct 21, 2026
CHICAGO TRUST Co NA	History	Reduced	1,543	467	0.06%	0.12%	451	-464	-23.12%	Q3 2026	Oct 28, 2026
Texas Yale Capital Corp.	History	No change	1,117	465	0.01%	0.01%	453	0	0.0%	Q2 2026	Aug 12, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	No change	1,535	464	0.06%	0.09%	454	0	0.0%	Q3 2026	Oct 16, 2026
TD Waterhouse Canada Inc.	History	Added to	1,516	456	0.0%	0.0%	455	+346	29.57%	Q3 2026	Oct 16, 2026
MOODY LYNN LIEBERSON & WALKER, LLC	History	Reduced	1,501	454	0.02%	0.03%	457	-28	-1.83%	Q3 2026	Oct 14, 2026
Clearstead Advisors, LLC	History	No change	1,090	454	0.0%	0.0%	456	0	0.0%	Q2 2026	Aug 06, 2026
Brown Miller Wealth Management, LLC	History	New	1,475	446	0.11%	—	458	+1,475	New	Q3 2026	Nov 02, 2026
Mutual Advisors, LLC	History	No change	1,062	442	0.01%	0.01%	459	0	0.0%	Q2 2026	Aug 14, 2026
INCEPTIONR LLC	History	No change	1,061	442	0.11%	0.11%	460	0	0.0%	Q2 2026	Aug 10, 2026
Trueblood Wealth Management, LLC	History	Reduced	1,456	440	0.15%	0.32%	461	-742	-33.76%	Q3 2026	Oct 23, 2026
AlphaCore Capital LLC	History	Added to	1,436	434	0.01%	0.01%	462	+675	88.7%	Q3 2026	Nov 04, 2026
Pinnacle Wealth Planning Services, Inc.	History	Added to	1,390	420	0.04%	0.05%	464	+15	1.09%	Q3 2026	Oct 27, 2026
Empowered Funds, LLC	History	No change	1,008	420	0.0%	0.0%	463	0	0.0%	Q2 2026	Aug 14, 2026
NICOLET BANKSHARES INC	History	No change	1,047	417	0.01%	0.01%	465	0	0.0%	Q2 2026	Aug 11, 2026
Argent Trust Co	History	No change	1,003	417	0.01%	0.01%	466	0	0.0%	Q2 2026	Aug 06, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	History	Reduced	1,377	416	0.3%	0.53%	467	-266	-16.19%	Q3 2026	Oct 09, 2026
EASTERN BANK	History	Reduced	1,358	411	0.01%	0.01%	468	-50	-3.55%	Q3 2026	Oct 05, 2026
ProShare Advisors LLC	History	Reduced	1,353	409	0.0%	0.0%	469	-28	-2.03%	Q3 2026	Oct 28, 2026
OSTRUM ASSET MANAGEMENT	History	No change	973	405	0.02%	0.02%	470	0	0.0%	Q2 2026	Aug 13, 2026
Avidian Wealth Enterprises, LLC	History	Added to	1,336	404	0.01%	0.01%	471	+177	15.27%	Q3 2026	Oct 08, 2026
Unified Investment Management	History	Added to	1,335	404	0.35%	0.5%	472	+23	1.75%	Q3 2026	Oct 14, 2026
Impact Partnership Wealth, LLC	History	No change	963	401	0.04%	0.04%	473	0	0.0%	Q2 2026	Jul 29, 2026
E. Ohman J:or Asset Management AB	History	No change	1,305	395	0.01%	0.01%	474	0	0.0%	Q3 2026	Oct 22, 2026
Parallel Advisors, LLC	History	Added to	1,301	393	0.01%	0.01%	476	+353	37.24%	Q3 2026	Nov 03, 2026
Private Advisor Group, LLC	History	No change	945	393	0.0%	0.0%	475	0	0.0%	Q2 2026	Jul 27, 2026
Koshinski Asset Management, Inc.	History	Reduced	1,295	392	0.02%	0.03%	477	-164	-11.24%	Q3 2026	Oct 29, 2026
SANDLER CAPITAL MANAGEMENT	History	No change	937	390	0.19%	0.19%	478	0	0.0%	Q2 2026	Aug 14, 2026
IMC-Chicago, LLC	History	No change	937	390	0.0%	0.0%	479	0	0.0%	Q2 2026	Aug 06, 2026
Farringdon Capital, Ltd.	History	No change	935	389	0.19%	0.19%	480	0	0.0%	Q2 2026	Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	919	383	0.0%	0.0%	481	0	0.0%	Q2 2026	Aug 14, 2026
ICW Investment Advisors LLC	History	Reduced	1,262	382	0.14%	0.2%	482	-84	-6.24%	Q3 2026	Oct 27, 2026
Savant Capital, LLC	History	No change	963	379	0.0%	0.0%	483	0	0.0%	Q2 2026	Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	903	376	0.0%	0.0%	484	0	0.0%	Q2 2026	Aug 12, 2026
STEPHENS INC /AR/	History	No change	897	373	0.0%	0.0%	485	0	0.0%	Q2 2026	Jul 29, 2026
GREENLEAF TRUST	History	Added to	1,227	371	0.0%	0.0%	486	+176	16.75%	Q3 2026	Oct 29, 2026
SPINNAKER TRUST	History	No change	890	370	0.02%	0.02%	487	0	0.0%	Q2 2026	Aug 03, 2026
K.J. Harrison & Partners Inc	History	No change	880	366	0.05%	0.05%	488	0	0.0%	Q2 2026	Aug 07, 2026
Penserra Capital Management LLC	History	No change	875	363	0.0%	0.0%	489	0	0.0%	Q2 2026	Aug 13, 2026
Pine Valley Investments Ltd Liability Co	History	No change	868	361	0.01%	0.01%	490	0	0.0%	Q2 2026	Jul 24, 2026
Farther Finance Advisors, LLC	History	Reduced	1,187	359	0.0%	0.0%	491	-340	-22.27%	Q3 2026	Oct 08, 2026
Ballentine Partners, LLC	History	No change	859	357	0.0%	0.0%	492	0	0.0%	Q2 2026	Jul 17, 2026
Ethic Inc.	History	Reduced	1,173	355	0.0%	0.01%	493	-1,043	-47.07%	Q3 2026	Nov 03, 2026
CERTIOR FINANCIAL GROUP, LLC	History	Added to	1,174	355	0.19%	0.26%	494	+15	1.29%	Q3 2026	Oct 19, 2026
Modera Wealth Management, LLC	History	Added to	1,165	352	0.0%	0.01%	495	+3	0.26%	Q3 2026	Oct 28, 2026
BOSTON FAMILY OFFICE LLC	History	No change	835	348	0.02%	0.02%	496	0	0.0%	Q2 2026	Aug 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC	History	New	1,106	335	0.02%	—	497	+1,106	New	Q3 2026	Nov 03, 2026
GATEWAY INVESTMENT ADVISERS LLC	History	Reduced	1,106	334	0.0%	0.0%	498	-63	-5.39%	Q3 2026	Oct 13, 2026
BankPlus Trust Department	History	No change	801	333	0.08%	0.08%	499	0	0.0%	Q2 2026	Jul 28, 2026
EAGLE GLOBAL ADVISORS LLC	History	Added to	1,088	329	0.01%	0.01%	500	+223	25.78%	Q3 2026	Nov 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	1,084	327	0.0%	0.0%	501	+241	28.59%	Q3 2026	Oct 30, 2026
JTC Employer Solutions Trustee Ltd	History	No change	780	325	0.03%	0.03%	502	0	0.0%	Q2 2026	Jul 31, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	Reduced	1,073	324	0.01%	0.02%	503	-63	-5.55%	Q3 2026	Oct 28, 2026
North Dakota State Investment Board	History	Added to	1,070	323	0.01%	0.02%	505	+35	3.38%	Q3 2026	Oct 27, 2026
Dorsey & Whitney Trust CO LLC	History	No change	776	323	0.02%	0.02%	504	0	0.0%	Q2 2026	Aug 14, 2026
Ascentis Independent Advisors	History	New	1,059	320	0.02%	—	507	+1,059	New	Q3 2026	Nov 03, 2026
Baker Ellis Asset Management LLC	History	No change	1,059	320	0.03%	0.05%	506	0	0.0%	Q3 2026	Oct 14, 2026
CULLEN/FROST BANKERS, INC.	History	Added to	1,043	315	0.0%	0.0%	508	+77	7.97%	Q3 2026	Oct 28, 2026
StoneX Group Inc.	History	New	1,018	314	0.01%	—	510	+1,018	New	Q3 2026	Nov 03, 2026
Allspring Global Investments Holdings, LLC	History	Added to	1,051	314	0.0%	0.0%	509	+172	19.57%	Q3 2026	Nov 04, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	History	No change	752	313	0.2%	0.2%	511	0	0.0%	Q2 2026	Jul 23, 2026
71 West Capital Partners	History	No change	1,030	311	0.01%	0.01%	512	0	0.0%	Q3 2026	Nov 04, 2026
Frec Markets, Inc.	History	No change	744	310	0.03%	0.03%	513	0	0.0%	Q2 2026	Aug 13, 2026
Advisor OS, LLC	History	Added to	1,022	309	0.02%	0.03%	514	+2	0.2%	Q3 2026	Nov 03, 2026
Sterling Capital Management LLC	History	Reduced	1,008	305	0.01%	0.01%	515	-43	-4.09%	Q3 2026	Oct 22, 2026
PensionDanmark Pensionsforsikringsaktieselskab	History	No change	1,010	305	0.0%	0.0%	516	0	0.0%	Q3 2026	Oct 19, 2026
Taylor Hoffman Capital Management LLC	History	No change	731	304	0.07%	0.07%	517	0	0.0%	Q2 2026	Aug 11, 2026
Vestcor Inc	History	No change	727	303	0.01%	0.01%	518	0	0.0%	Q2 2026	Aug 11, 2026
Compass Ion Advisors, LLC	History	Reduced	998	302	0.03%	0.04%	519	-47	-4.5%	Q3 2026	Oct 23, 2026
ASSETMARK, INC	History	Reduced	995	301	0.0%	0.0%	521	-92	-8.46%	Q3 2026	Oct 21, 2026
PARK NATIONAL CORP /OH/	History	No change	996	301	0.01%	0.01%	520	0	0.0%	Q3 2026	Oct 05, 2026
Verity & Verity, LLC	History	Reduced	976	295	0.02%	0.03%	522	-110	-10.13%	Q3 2026	Oct 23, 2026
Dakota Wealth Management	History	No change	710	295	0.01%	0.01%	523	0	0.0%	Q2 2026	Aug 07, 2026
Sound View Wealth Advisors Group, LLC	History	No change	698	290	0.02%	0.02%	524	0	0.0%	Q2 2026	Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO	History	Reduced	952	288	0.0%	0.01%	525	-992	-51.03%	Q3 2026	Oct 13, 2026
Autumn Glory Partners, LLC	History	No change	950	287	0.08%	0.11%	526	0	0.0%	Q3 2026	Oct 26, 2026
BI Asset Management Fondsmaeglerselskab A/S	History	Reduced	945	286	0.0%	0.0%	527	-18	-1.87%	Q3 2026	Oct 22, 2026
iSAM Funds (UK) Ltd	History	No change	680	283	0.2%	0.2%	528	0	0.0%	Q2 2026	Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	No change	680	283	0.02%	0.02%	529	0	0.0%	Q2 2026	Aug 05, 2026
INTRUST BANK NA	History	No change	675	281	0.02%	0.02%	530	0	0.0%	Q2 2026	Aug 05, 2026
Whetstone Capital Advisors, LLC	History	No change	668	278	0.07%	0.07%	531	0	0.0%	Q2 2026	Aug 14, 2026
Roehl & Yi Investment Advisors, LLC	History	No change	665	277	0.09%	0.09%	532	0	0.0%	Q2 2026	Aug 13, 2026
Ridgewood Investments LLC	History	New	912	276	0.1%	—	534	+912	New	Q3 2026	Oct 05, 2026
ADELL HARRIMAN & CARPENTER INC	History	No change	913	276	0.01%	0.02%	533	0	0.0%	Q3 2026	Nov 02, 2026
Trivium Point Advisory, LLC	History	No change	655	272	0.02%	0.02%	535	0	0.0%	Q2 2026	Aug 06, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	History	Added to	894	270	0.07%	0.07%	538	+178	24.86%	Q3 2026	Nov 02, 2026
Aristotle Capital Management, LLC	History	No change	650	270	0.0%	0.0%	536	0	0.0%	Q2 2026	Aug 14, 2026
Checchi Capital Advisers, LLC	History	No change	649	270	0.01%	0.01%	537	0	0.0%	Q2 2026	Aug 04, 2026
Smartleaf Asset Management LLC	History	No change	656	269	0.01%	0.01%	539	0	0.0%	Q2 2026	Aug 12, 2026
OSLO PENSJONSFORSIKRING AS	History	Added to	882	266	0.03%	0.04%	540	+122	16.05%	Q3 2026	Oct 15, 2026
FourThought Financial Partners, LLC	History	No change	636	265	0.02%	0.02%	541	0	0.0%	Q2 2026	Aug 12, 2026
Texas Bank & Trust Co	History	No change	875	264	0.09%	0.12%	542	0	0.0%	Q3 2026	Nov 04, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	625	260	0.0%	0.0%	543	0	0.0%	Q2 2026	Aug 14, 2026
RiverFront Investment Group, LLC	History	No change	625	260	0.0%	0.0%	544	0	0.0%	Q2 2026	Jul 29, 2026
Fisher Asset Management, LLC	History	No change	620	258	0.0%	0.0%	545	0	0.0%	Q2 2026	Aug 04, 2026
Semanteon Capital Management, LP	History	No change	619	257	1.16%	1.16%	546	0	0.0%	Q2 2026	Aug 12, 2026
Kestra Advisory Services, LLC	History	New	848	256	0.0%	—	547	+848	New	Q3 2026	Nov 02, 2026
Everhart Financial Group, Inc.	History	New	842	255	0.02%	—	548	+842	New	Q3 2026	Oct 08, 2026
Advisory Services Network, LLC	History	No change	610	254	0.0%	0.0%	549	0	0.0%	Q2 2026	Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	History	No change	610	254	0.05%	0.05%	550	0	0.0%	Q2 2026	Jul 17, 2026
UniSuper Management Pty Ltd	History	No change	838	253	0.0%	0.0%	551	0	0.0%	Q3 2026	Oct 26, 2026
Van Hulzen Asset Management, LLC	History	No change	600	250	0.02%	0.02%	552	0	0.0%	Q2 2026	Aug 13, 2026
Centiva Capital, LP	History	No change	600	250	0.0%	0.0%	553	0	0.0%	Q2 2026	Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	Reduced	828	249	0.01%	0.02%	554	-60	-6.76%	Q3 2026	Nov 02, 2026
Axxion S.A.	History	Added to	811	245	0.02%	0.02%	558	+88	12.17%	Q3 2026	Oct 22, 2026
HM PAYSON & CO	History	No change	588	245	0.0%	0.0%	555	0	0.0%	Q2 2026	Jul 17, 2026
B. Metzler seel. Sohn & Co. AG	History	No change	812	245	0.0%	0.0%	556	0	0.0%	Q3 2026	Oct 30, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC	History	No change	810	245	0.01%	0.02%	557	0	0.0%	Q3 2026	Oct 30, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	807	244	0.01%	0.01%	559	+20	2.54%	Q3 2026	Oct 05, 2026
Compound Planning, Inc.	History	No change	585	243	0.01%	0.01%	560	0	0.0%	Q2 2026	Aug 04, 2026
World Investment Advisors	History	No change	660	240	0.0%	0.0%	561	0	0.0%	Q2 2026	Aug 13, 2026
Fulcrum Asset Management LLP	History	New	796	239	0.01%	—	562	+796	New	Q3 2026	Nov 04, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	No change	567	236	0.0%	0.0%	563	0	0.0%	Q2 2026	Aug 14, 2026
S-Bank Fund Management Ltd	History	No change	562	234	0.03%	0.03%	564	0	0.0%	Q2 2026	Aug 04, 2026
BURNEY CO/	History	No change	767	232	0.01%	0.01%	565	0	0.0%	Q3 2026	Oct 15, 2026
Tower Wealth Partners, Inc.	History	No change	559	232	0.11%	0.11%	566	0	0.0%	Q2 2026	Aug 12, 2026
INTEGRITY ALLIANCE, LLC.	History	Added to	766	231	0.01%	0.01%	567	+237	44.8%	Q3 2026	Oct 29, 2026
Heartwood Wealth Advisors LLC	History	No change	761	230	0.02%	0.02%	568	0	0.0%	Q3 2026	Oct 05, 2026
Rafferty Asset Management, LLC	History	No change	551	229	0.0%	0.0%	569	0	0.0%	Q2 2026	Aug 14, 2026
Savvy Advisors, Inc.	History	No change	548	228	0.0%	0.0%	570	0	0.0%	Q2 2026	Aug 03, 2026
Legacy Trust	History	No change	546	227	0.04%	0.04%	571	0	0.0%	Q2 2026	Jul 31, 2026
XTX Topco Ltd	History	No change	539	224	0.0%	0.0%	572	0	0.0%	Q2 2026	Aug 14, 2026
STOCK YARDS BANK & TRUST CO	History	No change	536	223	0.01%	0.01%	573	0	0.0%	Q2 2026	Aug 19, 2026
Aureus Asset Management, LLC	History	No change	537	223	0.01%	0.01%	574	0	0.0%	Q2 2026	Aug 14, 2026
IFP Advisors, Inc	History	Added to	725	219	0.0%	0.01%	575	+3	0.42%	Q3 2026	Oct 16, 2026
Valeo Financial Advisors, LLC	History	Added to	723	218	0.0%	0.01%	576	+56	8.4%	Q3 2026	Oct 08, 2026
Pinnacle Financial Partners, Inc.	History	No change	522	217	0.0%	0.0%	577	0	0.0%	Q2 2026	Aug 14, 2026
Robeco Institutional Asset Management B.V.	History	New	714	216	0.0%	—	578	+714	New	Q3 2026	Oct 20, 2026
Ponta Wealth Partners, LLC	History	No change	516	215	0.12%	0.12%	579	0	0.0%	Q2 2026	Aug 12, 2026
Stratos Investment Management, LLC	History	No change	515	214	0.01%	0.01%	580	0	0.0%	Q2 2026	Aug 11, 2026
Walleye Capital LLC	History	No change	515	214	0.0%	0.0%	581	0	0.0%	Q2 2026	Aug 03, 2026
Elequin Capital, LP	History	No change	515	214	0.01%	0.01%	582	0	0.0%	Q2 2026	Aug 13, 2026
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/	History	No change	697	211	0.35%	0.46%	583	0	0.0%	Q3 2026	Oct 26, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	502	209	0.01%	0.01%	584	0	0.0%	Q2 2026	Aug 06, 2026
Bedel Financial Consulting, Inc.	History	No change	500	208	0.02%	0.02%	585	0	0.0%	Q2 2026	Jul 29, 2026
Jefferies Financial Group Inc.	History	No change	498	207	0.0%	0.0%	586	0	0.0%	Q2 2026	Aug 17, 2026
SUMITOMO LIFE INSURANCE CO	History	No change	497	207	0.0%	0.0%	587	0	0.0%	Q2 2026	Aug 11, 2026
Waverly Advisors, LLC	History	No change	497	207	0.0%	0.0%	588	0	0.0%	Q2 2026	Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd.	History	No change	497	207	0.0%	0.0%	589	0	0.0%	Q2 2026	Aug 12, 2026
Bridgefront Capital, LLC	History	No change	497	207	0.05%	0.05%	590	0	0.0%	Q2 2026	Aug 14, 2026
HUNTINGTON NATIONAL BANK	History	No change	495	206	0.0%	0.0%	591	0	0.0%	Q2 2026	Aug 13, 2026
Crews Bank & Trust	History	No change	500	206	0.03%	0.03%	592	0	0.0%	Q2 2026	Jul 16, 2026
Somerset Trust Co	History	Reduced	672	203	0.06%	0.08%	593	-8	-1.18%	Q3 2026	Oct 13, 2026
Siemens Fonds Invest GmbH	History	No change	479	199	0.01%	0.01%	594	0	0.0%	Q2 2026	Aug 14, 2026
Guardian Partners Inc.	History	No change	654	197	0.02%	0.02%	595	0	0.0%	Q3 2026	Oct 21, 2026
SIGNATUREFD, LLC	History	Added to	649	196	0.0%	0.0%	596	+56	9.44%	Q3 2026	Oct 23, 2026
V-Square Quantitative Management LLC	History	Reduced	626	189	0.02%	0.03%	597	-152	-19.54%	Q3 2026	Oct 15, 2026
Allworth Financial LP	History	No change	444	184	0.0%	0.0%	598	0	0.0%	Q2 2026	Aug 11, 2026
Boit C F David	History	No change	600	181	0.08%	0.11%	599	0	0.0%	Q3 2026	Oct 29, 2026
WHITTIER TRUST CO	History	No change	396	158	0.0%	0.0%	600	0	0.0%	Q2 2026	Jul 27, 2026
Global Retirement Partners, LLC	History	No change	366	152	0.0%	0.0%	601	0	0.0%	Q2 2026	Aug 06, 2026
TOMPKINS FINANCIAL CORP	History	Reduced	500	151	0.01%	0.03%	602	-500	-50.0%	Q3 2026	Oct 05, 2026
PFA Pension, Forsikringsaktieselskab	History	No change	359	149	0.0%	0.0%	603	0	0.0%	Q2 2026	Aug 12, 2026
Colonial Trust Co / SC	History	No change	354	147	0.02%	0.02%	604	0	0.0%	Q2 2026	Aug 11, 2026
Parkside Financial Bank & Trust	History	Reduced	484	146	0.01%	0.02%	605	-60	-11.03%	Q3 2026	Oct 27, 2026
STRS OHIO	History	Reduced	480	145	0.0%	0.0%	606	-257	-34.87%	Q3 2026	Oct 30, 2026
Hilltop National Bank	History	Reduced	372	112	0.02%	0.05%	609	-158	-29.81%	Q3 2026	Oct 14, 2026
FIL Ltd	History	No change	269	112	0.0%	0.0%	607	0	0.0%	Q2 2026	Aug 13, 2026
BAMCO INC /NY/	History	No change	269	112	0.0%	0.0%	608	0	0.0%	Q2 2026	Aug 14, 2026
Continuum Advisory, LLC	History	No change	267	111	0.01%	0.01%	610	0	0.0%	Q2 2026	Aug 06, 2026
Root Financial Partners, LLC	History	New	361	109	0.0%	—	611	+361	New	Q3 2026	Oct 21, 2026
BESSEMER GROUP INC	History	No change	255	106	0.0%	0.0%	612	0	0.0%	Q2 2026	Aug 12, 2026
Y.D. More Investments Ltd	History	No change	350	105	0.0%	0.0%	613	0	0.0%	Q3 2026	Nov 02, 2026
CENTRAL TRUST Co	History	No change	240	100	0.0%	0.0%	614	0	0.0%	Q2 2026	Jul 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	History	No change	240	100	0.0%	0.0%	615	0	0.0%	Q2 2026	Aug 14, 2026
Larson Financial Group LLC	History	No change	220	91	0.0%	0.0%	616	0	0.0%	Q2 2026	Aug 14, 2026
Financial Network Wealth Advisors LLC	History	Added to	289	87	0.09%	0.1%	617	+43	17.48%	Q3 2026	Oct 27, 2026
IFG Advisory, LLC	History	No change	194	81	0.0%	0.0%	618	0	0.0%	Q2 2026	Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	201	78	0.0%	0.0%	619	0	0.0%	Q2 2026	Jul 27, 2026
Livforsakringsbolaget Skandia, Omsesidigt	History	No change	256	77	0.0%	0.0%	620	0	0.0%	Q3 2026	Oct 21, 2026
Provenance Wealth Advisors, LLC	History	New	234	70	0.0%	—	621	+234	New	Q3 2026	Oct 30, 2026
BIRCH FINANCIAL GROUP, LLC	History	New	233	70	0.03%	—	622	+233	New	Q3 2026	Oct 27, 2026
MATHER GROUP, LLC.	History	Reduced	231	69	0.0%	0.02%	624	-5,109	-95.67%	Q3 2026	Oct 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC	History	No change	166	69	0.0%	0.0%	623	0	0.0%	Q2 2026	Aug 13, 2026
TRUST CO OF VERMONT	History	Reduced	225	68	0.0%	0.0%	625	-12	-5.06%	Q3 2026	Oct 21, 2026
N.E.W. Advisory Services LLC	History	No change	160	66	0.0%	0.0%	626	0	0.0%	Q2 2026	Aug 06, 2026
GK Wealth Management LLC	History	New	209	63	0.04%	—	628	+209	New	Q3 2026	Oct 09, 2026
Elevated Capital Advisors, LLC	History	Added to	209	63	0.02%	0.01%	627	+100	91.74%	Q3 2026	Nov 04, 2026
HARBOUR INVESTMENTS, INC.	History	No change	147	61	0.0%	0.0%	629	0	0.0%	Q2 2026	Aug 12, 2026
Institute for Wealth Management, LLC.	History	No change	147	61	0.01%	0.01%	630	0	0.0%	Q2 2026	Jul 28, 2026
Graticule Asia Macro Advisors LLC	History	No change	147	61	0.0%	0.0%	631	0	0.0%	Q2 2026	Aug 12, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	135	56	0.01%	0.01%	632	0	0.0%	Q2 2026	Jul 22, 2026
Covestor Ltd	History	Reduced	163	49	0.03%	0.04%	633	-9	-5.23%	Q3 2026	Oct 30, 2026
Curat Global, LLC	History	No change	160	48	0.04%	0.05%	634	0	0.0%	Q3 2026	Oct 26, 2026
Legacies Wealth LLC	History	New	154	46	0.02%	—	635	+154	New	Q3 2026	Nov 02, 2026
EverSource Wealth Advisors, LLC	History	Reduced	151	45	0.0%	0.01%	636	-207	-57.82%	Q3 2026	Nov 04, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	Reduced	150	45	0.03%	0.04%	637	-10	-6.25%	Q3 2026	Oct 30, 2026
Quarry LP	History	No change	107	44	0.0%	0.0%	638	0	0.0%	Q2 2026	Aug 14, 2026
BFC Planning, Inc.	History	No change	106	44	0.0%	0.0%	639	0	0.0%	Q2 2026	Oct 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	145	43	0.0%	0.0%	640	0	0.0%	Q3 2026	Nov 04, 2026
Heritage Family Offices, LLP	History	New	128	38	0.01%	—	641	+128	New	Q3 2026	Nov 02, 2026
Transce3nd, LLC	History	New	125	38	0.04%	—	642	+125	New	Q3 2026	Oct 26, 2026
BAYBAN	History	No change	87	36	0.03%	0.03%	643	0	0.0%	Q2 2026	Jul 30, 2026
Glen Eagle Advisors, LLC	History	No change	85	35	0.0%	0.0%	644	0	0.0%	Q2 2026	Aug 14, 2026
Generali Asset Management SPA SGR	History	Reduced	114	34	0.0%	0.01%	646	-1,141	-90.92%	Q3 2026	Oct 26, 2026
Golden State Wealth Management, LLC	History	Added to	112	34	0.0%	0.0%	645	+1	0.9%	Q3 2026	Nov 02, 2026
Laurel Wealth Advisors LLC	History	New	111	33	0.0%	—	647	+111	New	Q3 2026	Oct 27, 2026
Measured Wealth Private Client Group, LLC	History	No change	77	32	0.01%	0.01%	648	0	0.0%	Q2 2026	Aug 10, 2026
AMERICAN NATIONAL BANK & TRUST	History	No change	99	29	0.0%	0.0%	649	0	0.0%	Q3 2026	Oct 07, 2026
Rialto Wealth Management, LLC	History	No change	70	29	0.01%	0.01%	650	0	0.0%	Q2 2026	Aug 11, 2026
Rossby Financial, LCC	History	No change	71	29	0.01%	0.01%	651	0	0.0%	Q2 2026	Aug 04, 2026
Buck Wealth Strategies, LLC	History	Reduced	95	28	0.0%	0.0%	652	-6	-5.94%	Q3 2026	Oct 28, 2026
Cassaday & Co Wealth Management LLC	History	Added to	87	26	0.0%	0.0%	654	+74	569.23%	Q3 2026	Oct 27, 2026
OSSIAM	History	No change	63	26	0.0%	0.0%	653	0	0.0%	Q2 2026	Aug 13, 2026
Manchester Capital Management LLC	History	Added to	80	24	0.0%	0.0%	655	+4	5.26%	Q3 2026	Oct 22, 2026
Keating Financial Advisory Services, Inc.	History	No change	58	24	0.0%	0.0%	656	0	0.0%	Q2 2026	Aug 11, 2026
Versant Capital Management, Inc	History	Reduced	77	23	0.0%	0.0%	658	-41	-34.75%	Q3 2026	Oct 01, 2026
PRIVATE TRUST CO NA	History	Added to	76	23	0.0%	0.0%	657	+16	26.67%	Q3 2026	Oct 20, 2026
Strengthening Families & Communities, LLC	History	Reduced	71	21	0.0%	0.01%	662	-15	-17.44%	Q3 2026	Oct 21, 2026
ENTRUST FINANCIAL LLC	History	Added to	71	21	0.01%	0.02%	663	+12	20.34%	Q3 2026	Nov 03, 2026
ST GERMAIN D J CO INC	History	No change	52	21	0.0%	0.0%	659	0	0.0%	Q2 2026	Jul 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	70	21	0.0%	0.0%	660	0	0.0%	Q3 2026	Oct 13, 2026
CVA Family Office, LLC	History	No change	52	21	0.0%	0.0%	661	0	0.0%	Q2 2026	Aug 07, 2026
Elyxium Wealth, LLC	History	New	69	20	0.0%	—	666	+69	New	Q3 2026	Oct 27, 2026
GoalVest Advisory LLC	History	Reduced	67	20	0.0%	0.01%	664	-5	-6.94%	Q3 2026	Oct 02, 2026
Lodestone Wealth Management LLC	History	No change	67	20	0.01%	0.01%	665	0	0.0%	Q3 2026	Oct 14, 2026
ASR Vermogensbeheer N.V.	History	New	64	19	0.0%	—	668	+64	New	Q3 2026	Oct 16, 2026
Westfuller Advisors, LLC	History	No change	46	19	0.01%	0.01%	667	0	0.0%	Q2 2026	Jul 29, 2026
First PREMIER Bank	History	No change	59	18	0.0%	0.0%	669	0	0.0%	Q3 2026	Oct 13, 2026
Physician Wealth Advisors, Inc.	History	Reduced	58	17	0.0%	0.0%	671	-1	-1.69%	Q3 2026	Oct 20, 2026
WELLINGTON-ALTUS USA INC.	History	No change	48	17	0.01%	0.01%	670	0	0.0%	Q2 2026	Sep 17, 2026
Archer Investment Corp	History	No change	42	17	0.0%	0.0%	672	0	0.0%	Q2 2026	Aug 03, 2026
Quest 10 Wealth Builders, Inc.	History	Added to	54	16	0.01%	0.01%	674	+33	157.14%	Q3 2026	Nov 02, 2026
Bogart Wealth, LLC	History	No change	40	16	0.0%	0.0%	673	0	0.0%	Q2 2026	Jul 24, 2026
FIRST HORIZON CORP	History	Reduced	49	14	0.0%	0.0%	675	-12	-19.67%	Q3 2026	Oct 26, 2026
SECURITY NATIONAL BANK OF SO DAK	History	No change	35	14	0.01%	0.01%	676	0	0.0%	Q2 2026	Sep 18, 2026
North Star Investment Management Corp.	History	No change	47	14	0.0%	0.0%	677	0	0.0%	Q3 2026	Oct 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	No change	29	12	0.0%	0.0%	678	0	0.0%	Q2 2026	Jul 31, 2026
MEEDER ASSET MANAGEMENT INC	History	No change	29	12	0.0%	0.0%	679	0	0.0%	Q2 2026	Aug 07, 2026
Winch Advisory Services, LLC	History	No change	30	12	0.0%	0.0%	680	0	0.0%	Q2 2026	Aug 06, 2026
Legacy Bridge, LLC	History	No change	40	12	0.0%	0.0%	681	0	0.0%	Q3 2026	Oct 28, 2026
West Branch Capital LLC	History	No change	41	12	0.0%	0.0%	682	0	0.0%	Q3 2026	Oct 20, 2026
Geneos Wealth Management Inc.	History	No change	30	12	0.0%	0.0%	683	0	0.0%	Q2 2026	Aug 06, 2026
BROADWATER CAPITAL MANAGEMENT LLC	History	No change	30	12	0.01%	0.01%	684	0	0.0%	Q2 2026	Jul 24, 2026
WPG Advisers, LLC	History	Added to	39	11	0.01%	0.01%	685	+9	30.0%	Q3 2026	Oct 27, 2026
JFS WEALTH ADVISORS, LLC	History	Reduced	34	10	0.0%	0.0%	686	-2	-5.56%	Q3 2026	Nov 03, 2026
Oakworth Capital, Inc.	History	No change	34	10	0.0%	0.0%	687	0	0.0%	Q3 2026	Oct 26, 2026
Crewe Advisors LLC	History	No change	24	10	0.0%	0.0%	688	0	0.0%	Q2 2026	Jul 23, 2026
Main Street Group, LTD	History	No change	35	10	0.0%	0.0%	689	0	0.0%	Q3 2026	Oct 28, 2026
Virginia Estate & Retirement Planning Advisors Inc.	History	No change	36	10	0.01%	0.02%	690	0	0.0%	Q3 2026	Oct 13, 2026
Blue Trust, Inc.	History	Reduced	33	9	0.0%	0.0%	694	-126	-79.25%	Q3 2026	Oct 15, 2026
Lloyd Advisory Services, LLC.	History	Added to	31	9	0.0%	0.0%	693	+25	416.67%	Q3 2026	Nov 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	30	9	0.0%	0.0%	691	0	0.0%	Q3 2026	Oct 22, 2026
Hartford Financial Management Inc.	History	No change	30	9	0.0%	0.0%	692	0	0.0%	Q3 2026	Oct 21, 2026
Torren Management, LLC	History	Reduced	27	8	0.0%	0.01%	700	-15	-35.71%	Q3 2026	Oct 29, 2026
Smithfield Trust Co	History	No change	20	8	0.0%	0.0%	695	0	0.0%	Q2 2026	Aug 05, 2026
Clearstead Trust, LLC	History	No change	21	8	0.0%	0.0%	696	0	0.0%	Q2 2026	Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	20	8	0.0%	0.0%	697	0	0.0%	Q2 2026	Jul 24, 2026
Global X Japan Co., Ltd.	History	No change	28	8	0.0%	0.0%	698	0	0.0%	Q3 2026	Oct 21, 2026
IMG Wealth Management, Inc.	History	No change	29	8	0.0%	0.01%	699	0	0.0%	Q3 2026	Oct 26, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	Added to	26	7	0.0%	0.0%	705	+16	160.0%	Q3 2026	Oct 30, 2026
Transamerica Financial Advisors, LLC	History	No change	19	7	0.0%	0.0%	701	0	0.0%	Q2 2026	Aug 14, 2026
SHP Wealth Management	History	No change	19	7	0.0%	0.0%	702	0	0.0%	Q2 2026	Aug 11, 2026
NFSG Corp	History	No change	25	7	0.0%	0.0%	703	0	0.0%	Q3 2026	Oct 15, 2026
Greykasell Wealth Strategies, Inc.	History	No change	18	7	0.0%	0.0%	704	0	0.0%	Q2 2026	Aug 11, 2026
Raiffeisen Bank International AG	History	Reduced	22	6	0.0%	0.0%	711	-55	-71.43%	Q3 2026	Oct 28, 2026
Salomon & Ludwin, LLC	History	Reduced	21	6	0.0%	0.0%	710	-50	-70.42%	Q3 2026	Oct 29, 2026
MCDONALD PARTNERS LLC	History	Reduced	20	6	0.0%	0.01%	706	-35	-63.64%	Q3 2026	Nov 03, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC.	History	New	21	6	0.0%	—	716	+21	New	Q3 2026	Oct 16, 2026
Birchwood Financial Partners, Inc.	History	Added to	22	6	0.0%	0.01%	713	+1	4.76%	Q3 2026	Nov 02, 2026
Ancora Advisors LLC	History	No change	15	6	0.0%	0.0%	707	0	0.0%	Q2 2026	Aug 14, 2026
TD Capital Management LLC	History	No change	15	6	0.0%	0.0%	708	0	0.0%	Q2 2026	Aug 06, 2026
Strategic Wealth Partners, Ltd.	History	No change	16	6	0.0%	0.0%	709	0	0.0%	Q2 2026	Aug 12, 2026
Financial Life Planners	History	No change	16	6	0.0%	0.0%	712	0	0.0%	Q2 2026	Jul 21, 2026
Advocate Investing Services LLC	History	No change	21	6	0.0%	0.01%	714	0	0.0%	Q3 2026	Oct 26, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	17	6	0.0%	0.0%	715	0	0.0%	Q2 2026	Aug 13, 2026
Ascentis Wealth Management, LLC	History	New	19	5	0.0%	—	726	+19	New	Q3 2026	Nov 03, 2026
SBI Securities Co., Ltd.	History	Added to	19	5	0.0%	0.0%	718	+13	216.67%	Q3 2026	Oct 21, 2026
Bare Financial Services, Inc	History	Added to	18	5	0.0%	0.0%	720	+6	50.0%	Q3 2026	Nov 04, 2026
Fortitude Family Office, LLC	History	Reduced	19	5	0.0%	0.0%	719	-1	-5.0%	Q3 2026	Oct 14, 2026
HIGHLINE WEALTH PARTNERS LLC	History	Added to	18	5	0.0%	0.0%	721	+1	5.88%	Q3 2026	Oct 19, 2026
Rosenberg Matthew Hamilton	History	No change	18	5	0.0%	0.0%	717	0	0.0%	Q3 2026	Oct 05, 2026
Noble Wealth Management PBC	History	No change	18	5	0.0%	0.0%	722	0	0.0%	Q3 2026	Oct 01, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	12	5	0.0%	0.0%	723	0	0.0%	Q2 2026	Aug 13, 2026
Napier Financial, LLC	History	No change	14	5	0.0%	0.0%	724	0	0.0%	Q2 2026	Jul 31, 2026
Silver Grove Financial Group, Inc.	History	No change	12	5	0.0%	0.0%	725	0	0.0%	Q2 2026	Aug 13, 2026
Financial Management Professionals, Inc.	History	Added to	16	4	0.0%	0.0%	727	+13	433.33%	Q3 2026	Oct 23, 2026
Cromwell Holdings LLC	History	Added to	14	4	0.0%	0.0%	729	+6	75.0%	Q3 2026	Oct 28, 2026
Bell Investment Advisors, Inc	History	Added to	16	4	0.0%	0.0%	728	+1	6.67%	Q3 2026	Oct 28, 2026
SJS Investment Consulting Inc.	History	Reduced	13	3	0.0%	0.0%	734	-13	-50.0%	Q3 2026	Oct 26, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	Added to	10	3	0.0%	—	736	+8	400.0%	Q3 2026	Nov 04, 2026
Leonteq Securities AG	History	No change	12	3	0.0%	0.0%	730	0	0.0%	Q3 2026	Oct 29, 2026
FINANCIAL CONSULATE, INC	History	No change	11	3	0.0%	0.0%	731	0	0.0%	Q3 2026	Oct 23, 2026
Grove Bank & Trust	History	No change	11	3	0.0%	0.0%	732	0	0.0%	Q3 2026	Oct 08, 2026
WOLFF WIESE MAGANA LLC	History	No change	11	3	0.0%	0.0%	733	0	0.0%	Q3 2026	Oct 15, 2026
LGT Financial Advisors LLC	History	No change	8	3	0.02%	0.02%	735	0	0.0%	Q2 2026	Jul 24, 2026
Copia Wealth Management	History	No change	8	3	0.0%	0.0%	737	0	0.0%	Q2 2026	Aug 17, 2026
Markowski Investments	History	No change	10	3	0.0%	0.0%	738	0	0.0%	Q3 2026	Oct 30, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	New	9	2	0.0%	—	746	+9	New	Q3 2026	Oct 13, 2026
UMB Private Wealth Management, LLC	History	New	8	2	0.0%	—	747	+8	New	Q3 2026	Oct 19, 2026
Hughes Financial Services, LLC	History	Reduced	9	2	0.0%	0.0%	743	-1	-10.0%	Q3 2026	Oct 30, 2026
S&T BANK/PA	History	No change	5	2	0.0%	0.0%	739	0	0.0%	Q2 2026	Aug 12, 2026
Dunhill Financial, LLC	History	No change	4	2	0.0%	0.0%	740	0	0.0%	Q2 2026	Aug 07, 2026
Creative Capital Management Investments LLC	History	No change	7	2	0.0%	0.0%	741	0	0.0%	Q3 2026	Oct 27, 2026
Bruce G. Allen Investments, LLC	History	No change	5	2	0.0%	0.0%	742	0	0.0%	Q2 2026	Jul 31, 2026
HFM Investment Advisors, LLC	History	No change	7	2	0.0%	0.0%	744	0	0.0%	Q2 2026	Aug 04, 2026
Hilton Head Capital Partners, LLC	History	No change	9	2	0.0%	0.0%	745	0	0.0%	Q3 2026	Oct 23, 2026
Essential Partners LLC	History	Reduced	4	1	0.0%	0.01%	765	-36	-90.0%	Q3 2026	Oct 14, 2026
High Note Wealth, LLC	History	Reduced	6	1	0.0%	0.0%	754	-7	-53.85%	Q3 2026	Oct 27, 2026
Private Wealth Management Group, LLC	History	Reduced	5	1	0.0%	0.0%	760	-6	-54.55%	Q3 2026	Oct 19, 2026
ALTA CAPITAL MANAGEMENT LLC/	History	New	6	1	0.0%	—	767	+6	New	Q3 2026	Oct 26, 2026
VALLEY NATIONAL ADVISERS INC	History	New	5	1	0.0%	—	766	+5	New	Q3 2026	Oct 23, 2026
Spire Wealth Management	History	New	4	1	0.0%	—	768	+4	New	Q3 2026	Oct 30, 2026
Avion Wealth	History	Added to	4	1	0.0%	—	753	+2	100.0%	Q3 2026	Nov 03, 2026
Bay Harbor Wealth Management, LLC	History	Reduced	4	1	0.0%	0.0%	752	-1	-20.0%	Q3 2026	Nov 03, 2026
DiNuzzo Private Wealth, Inc.	History	Reduced	5	1	0.0%	0.0%	759	-1	-16.67%	Q3 2026	Oct 15, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.	History	No change	4	1	0.0%	0.0%	748	0	0.0%	Q2 2026	Oct 30, 2026
CHESAPEAKE ASSET MANAGEMENT LLC	History	No change	4	1	0.0%	0.0%	749	0	0.0%	Q2 2026	Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	3	1	0.0%	0.0%	750	0	0.0%	Q2 2026	Jul 27, 2026
CX Institutional	History	No change	4	1	0.0%	0.0%	751	0	0.0%	Q3 2026	Oct 02, 2026
First Pacific Financial	History	No change	5	1	0.0%	0.0%	755	0	0.0%	Q3 2026	Oct 14, 2026
Addison Advisors LLC	History	No change	4	1	0.0%	0.0%	756	0	0.0%	Q2 2026	Aug 10, 2026
HURRICANE CAPITAL ADVISORS LLC	History	No change	4	1	0.0%	0.0%	757	0	0.0%	Q2 2026	Nov 03, 2026
Quent Capital, LLC	History	No change	3	1	0.0%	0.0%	758	0	0.0%	Q2 2026	Aug 07, 2026
Principia Wealth Advisory, LLC	History	No change	3	1	0.0%	0.0%	761	0	0.0%	Q2 2026	Aug 26, 2026
AMERIFLEX GROUP, INC.	History	No change	3	1	0.0%	0.0%	762	0	0.0%	Q2 2026	Aug 13, 2026
MidFirst Bank	History	No change	3	1	0.0%	0.0%	763	0	0.0%	Q2 2026	Aug 07, 2026
Signature Equity Partners, LLC	History	No change	4	1	0.0%	0.0%	764	0	0.0%	Q3 2026	Oct 29, 2026
DDD Partners, LLC	History	Closed out	0	0	—	1.31%	—	-50,426	-100.0%	Q3 2026	Nov 02, 2026
CARDEROCK CAPITAL MANAGEMENT INC	History	Closed out	0	0	—	1.05%	—	-11,519	-100.0%	Q3 2026	Oct 22, 2026
QUADRANT CAPITAL GROUP LLC	History	Closed out	0	0	—	0.05%	—	-3,978	-100.0%	Q3 2026	Oct 20, 2026
Cranbrook Wealth Management, LLC	History	Closed out	0	0	—	0.17%	—	-2,207	-100.0%	Q3 2026	Oct 28, 2026
WoodTrust Financial Corp	History	Closed out	0	0	—	0.09%	—	-1,825	-100.0%	Q3 2026	Oct 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	Closed out	0	0	—	0.01%	—	-1,384	-100.0%	Q3 2026	Oct 23, 2026
TRED AVON FAMILY WEALTH, LLC	History	Closed out	0	0	—	0.17%	—	-1,300	-100.0%	Q3 2026	Oct 19, 2026
ADVOCATE GROUP LLC	History	Closed out	0	0	—	0.08%	—	-1,292	-100.0%	Q3 2026	Oct 19, 2026
J. Safra Sarasin Holding AG	History	Closed out	0	0	—	0.01%	—	-1,171	-100.0%	Q3 2026	Oct 26, 2026
SIMON QUICK ADVISORS, LLC	History	Closed out	0	0	—	0.02%	—	-913	-100.0%	Q3 2026	Oct 26, 2026
Quantum Private Wealth, LLC	History	Closed out	0	0	—	0.09%	—	-890	-100.0%	Q3 2026	Oct 20, 2026
Lido Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-866	-100.0%	Q3 2026	Nov 04, 2026
Thrive Wealth Management, LLC	History	Closed out	0	0	—	0.04%	—	-673	-100.0%	Q3 2026	Oct 13, 2026
PROFUND ADVISORS LLC	History	Closed out	0	0	—	0.01%	—	-654	-100.0%	Q3 2026	Oct 28, 2026
Bayforest Capital Ltd	History	Closed out	0	0	—	0.24%	—	-620	-100.0%	Q3 2026	Nov 03, 2026
Venture Visionary Partners LLC	History	Closed out	0	0	—	0.01%	—	-616	-100.0%	Q3 2026	Oct 07, 2026
111 Capital	History	Closed out	0	0	—	0.04%	—	-612	-100.0%	Q3 2026	Nov 03, 2026
Ashton Thomas Private Wealth, LLC	History	Closed out	0	0	—	0.0%	—	-554	-100.0%	Q3 2026	Nov 02, 2026
Biltmore Family Office, LLC	History	Closed out	0	0	—	0.03%	—	-553	-100.0%	Q3 2026	Nov 03, 2026
Impact Capital Partners LLC	History	Closed out	0	0	—	0.06%	—	-547	-100.0%	Q3 2026	Oct 22, 2026
SAGE RHINO CAPITAL LLC	History	Closed out	0	0	—	0.04%	—	-524	-100.0%	Q3 2026	Oct 27, 2026
Independent Wealth Network Inc.	History	Closed out	0	0	—	0.06%	—	-522	-100.0%	Q3 2026	Oct 19, 2026
Crestwood Advisors Group, LLC	History	Closed out	0	0	—	0.0%	—	-520	-100.0%	Q3 2026	Oct 27, 2026
Breakwater Capital Group	History	Closed out	0	0	—	0.03%	—	-520	-100.0%	Q3 2026	Oct 08, 2026
MISSION WEALTH MANAGEMENT, LP	History	Closed out	0	0	—	0.0%	—	-515	-100.0%	Q3 2026	Oct 15, 2026
Fulcrum Capital LLC	History	Closed out	0	0	—	0.04%	—	-504	-100.0%	Q3 2026	Oct 15, 2026
Livet Wealth, LLC	History	Closed out	0	0	—	0.12%	—	-493	-100.0%	Q3 2026	Oct 26, 2026
WOODSTOCK CORP	History	Closed out	0	0	—	0.02%	—	-480	-100.0%	Q3 2026	Oct 13, 2026
AUCTUS ADVISORS LLC	History	Closed out	0	0	—	0.17%	—	-480	-100.0%	Q3 2026	Oct 23, 2026
MCF Advisors LLC	History	Closed out	0	0	—	0.0%	—	-132	-100.0%	Q3 2026	Oct 28, 2026
Commonwealth Retirement Investments LLC	History	Closed out	0	0	—	0.01%	—	-132	-100.0%	Q3 2026	Oct 26, 2026
Solstein Capital, LLC	History	Closed out	0	0	—	0.01%	—	-42	-100.0%	Q3 2026	Nov 02, 2026
Activest Wealth Management	History	Reduced	1	0	—	0.0%	—	-24	-96.0%	Q3 2026	Oct 15, 2026
AdvisorNet Financial, Inc	History	Closed out	0	0	—	0.0%	—	-19	-100.0%	Q3 2026	Oct 15, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Closed out	0	0	—	0.0%	—	-13	-100.0%	Q3 2026	Oct 07, 2026
Cornerstone Planning Group LLC	History	Closed out	0	0	—	0.0%	—	-11	-100.0%	Q3 2026	Oct 16, 2026
James T. Borello RIA	History	Closed out	0	0	—	0.0%	—	-10	-100.0%	Q3 2026	Oct 16, 2026
Plante Moran Financial Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-8	-100.0%	Q3 2026	Nov 04, 2026
MV CAPITAL MANAGEMENT, INC.	History	Reduced	3	0	—	0.0%	—	-6	-66.67%	Q3 2026	Oct 29, 2026
Triumph Capital Management	History	Reduced	2	0	—	0.0%	—	-6	-75.0%	Q3 2026	Oct 14, 2026
Asset Dedication, LLC	History	Closed out	0	0	—	0.0%	—	-5	-100.0%	Q3 2026	Nov 02, 2026
Fairway Wealth LLC	History	New	3	0	—	—	—	+3	New	Q3 2026	Oct 30, 2026
Global Trust Asset Management, LLC	History	Closed out	0	0	—	0.0%	—	-3	-100.0%	Q3 2026	Oct 19, 2026
Quaker Wealth Management, LLC	History	Closed out	0	0	—	0.0%	—	-3	-100.0%	Q3 2026	Oct 22, 2026
Wealth Enhancement Trust Services, Inc.	History	Closed out	0	0	—	0.0%	—	-3	-100.0%	Q3 2026	Oct 07, 2026
PROATHLETE WEALTH MANAGEMENT LLC	History	New	2	0	—	—	—	+2	New	Q3 2026	Oct 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	Closed out	0	0	—	—	—	-2	-100.0%	Q3 2026	Oct 14, 2026
Sunrise Financial Services, LLC	History	Closed out	0	0	—	—	—	-2	-100.0%	Q3 2026	Oct 21, 2026
Rakuten Securities, Inc.	History	Added to	2	0	—	—	—	+1	100.0%	Q3 2026	Nov 02, 2026
Cape Investment Advisory, Inc.	History	New	1	0	—	—	—	+1	New	Q3 2026	Oct 13, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	New	1	0	—	—	—	+1	New	Q3 2026	Oct 28, 2026
Meriwether Wealth & Planning, LLC	History	New	1	0	—	—	—	+1	New	Q3 2026	Oct 13, 2026
Key Capital Management, INC	History	New	1	0	—	—	—	+1	New	Q3 2026	Nov 03, 2026
American Capital Advisory, LLC	History	Closed out	0	0	—	—	—	-1	-100.0%	Q3 2026	Oct 28, 2026
Prestige Wealth Management Group LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
Key FInancial Inc	History	No change	2	0	—	—	—	0	0.0%	Q3 2026	Nov 02, 2026
DecisionPoint Financial, LLC	History	No change	1	0	—	—	—	0	0.0%	Q3 2026	Oct 27, 2026
Coston, McIsaac & Partners	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026
True Wealth Design, LLC	History	No change	3	0	—	0.0%	—	0	0.0%	Q3 2026	Oct 13, 2026
PFS Partners, LLC	History	No change	2	0	—	—	—	0	0.0%	Q3 2026	Oct 21, 2026
Valued Wealth Advisors LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 20, 2026
LRI Investments, LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Jul 14, 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
Aventura Private Wealth, LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 15, 2026
Cornerstone Financial Management LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 28, 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