WHITE MOUNTAINS INSURANCE GROUP LTD - WTM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 160,597 | 322,238 | 0.06% | 0.06% | 1 | +1,643 | 1.03% | Q3 2026 | Nov 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 119,141 | 247,025 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BlackRock, Inc. | History | No change | 117,871 | 244,392 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| River Road Asset Management, LLC | History | No change | 115,880 | 240,264 | 2.67% | 2.67% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 111,969 | 232,155 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 107,479 | 222,845 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 101,892 | 211,260 | 0.58% | 0.58% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOKE & BIELER LP | History | Added to | 87,203 | 174,971 | 2.75% | 2.04% | 8 | +2,083 | 2.45% | Q3 2026 | Oct 21, 2026 |
| Wallace Capital Management Inc. | History | No change | 80,067 | 166,009 | 18.2% | 18.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | No change | 66,550 | 137,984 | 1.96% | 1.96% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | No change | 59,243 | 122,833 | 1.08% | 1.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 55,569 | 115,277 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 54,025 | 112,075 | 0.64% | 0.64% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 50,257 | 104,202 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 49,412 | 102,474 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 46,866 | 97,175 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 43,959 | 88,203 | 2.15% | 2.11% | 17 | -521 | -1.17% | Q3 2026 | Oct 09, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 34,237 | 70,987 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 32,829 | 68,067 | 0.19% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 31,108 | 64,499 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 27,956 | 57,963 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cannell & Spears LLC | History | No change | 27,577 | 57,177 | 1.02% | 1.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,028 | 51,892 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,505 | 48,735 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 22,147 | 44,438 | 6.94% | 6.61% | 25 | -71 | -0.32% | Q3 2026 | Oct 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,229 | 40,721 | 0.06% | 0.06% | 26 | +2,113 | 11.66% | Q3 2026 | Nov 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,940 | 37,196 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 17,722 | 36,745 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,226 | 35,716 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 17,104 | 35,463 | 1.85% | 1.85% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 16,198 | 33,584 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 15,319 | 31,762 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,833 | 30,754 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,571 | 30,211 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 14,532 | 30,130 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,838 | 28,691 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quantinno Capital Management LP | History | No change | 12,624 | 26,174 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | No change | 12,320 | 25,544 | 21.89% | 21.89% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,206 | 25,307 | 0.29% | 0.29% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,151 | 25,193 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOUSSARD & GAVAUDAN GESTION SAS | History | No change | 11,679 | 24,459 | 1.23% | 1.23% | 41 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,684 | 22,152 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,604 | 21,986 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,673 | 20,055 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | No change | 9,215 | 19,106 | 4.08% | 4.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,710 | 18,058 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,412 | 17,440 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,108 | 16,810 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 7,839 | 16,253 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 7,656 | 15,874 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 7,284 | 15,102 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,136 | 14,795 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 6,788 | 14,074 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 6,781 | 14,059 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 6,760 | 14,016 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,618 | 13,721 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 6,578 | 13,638 | 0.4% | 0.4% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,410 | 11,537 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,450 | 11,299 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 5,248 | 10,881 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 5,193 | 10,419 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Swiss National Bank | History | No change | 4,826 | 10,006 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINMILL & CO. INC | History | No change | 4,800 | 9,952 | 2.2% | 2.2% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,178 | 8,662 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 4,078 | 8,455 | 1.17% | 1.17% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | Added to | 4,108 | 8,243 | 0.0% | 0.0% | 66 | +247 | 6.4% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,898 | 8,082 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 3,679 | 7,628 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 3,497 | 7,250 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEE DANNER & BASS INC | History | No change | 3,253 | 6,527 | 0.38% | 0.39% | 70 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,852 | 5,913 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,761 | 5,724 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,532 | 5,249 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 2,392 | 4,959 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,369 | 4,913 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,351 | 4,874 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triad Investment Management | History | Reduced | 2,416 | 4,847 | 6.43% | 5.65% | 77 | -55 | -2.23% | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,335 | 4,842 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 2,257 | 4,679 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 2,146 | 4,449 | 1.77% | 1.77% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 2,173 | 4,360 | 0.01% | 0.01% | 81 | -11 | -0.5% | Q3 2026 | Oct 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,097 | 4,207 | 0.02% | 0.02% | 82 | -26 | -1.22% | Q3 2026 | Oct 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,899 | 3,937 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 1,868 | 3,873 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,867 | 3,746 | 0.16% | 0.18% | 85 | -20 | -1.06% | Q3 2026 | Oct 28, 2026 |
| Cerity Partners LLC | History | No change | 1,797 | 3,726 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,765 | 3,659 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,741 | 3,609 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 1,644 | 3,408 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 1,578 | 3,271 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,553 | 3,219 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 1,443 | 2,991 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 1,475 | 2,959 | 0.03% | 0.03% | 93 | +119 | 8.78% | Q3 2026 | Oct 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,434 | 2,877 | 0.01% | 0.01% | 94 | -262 | -15.45% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 1,318 | 2,733 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,316 | 2,728 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,237 | 2,566 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,235 | 2,561 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 1,251 | 2,510 | 0.23% | 0.23% | 99 | +147 | 13.32% | Q3 2026 | Nov 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 1,197 | 2,502 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 1,233 | 2,474 | 0.0% | 0.0% | 101 | +750 | 155.28% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,212 | 2,432 | 0.16% | 0.15% | 102 | +133 | 12.33% | Q3 2026 | Oct 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,169 | 2,423 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,176 | 2,360 | 0.27% | 0.28% | 104 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Walleye Capital LLC | History | No change | 1,130 | 2,342 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | No change | 1,123 | 2,316 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,112 | 2,305 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PECAUT & CO. | History | No change | 1,142 | 2,291 | 0.66% | 0.72% | 108 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 1,115 | 2,237 | 0.44% | 0.47% | 109 | -49 | -4.21% | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,055 | 2,187 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Autumn Glory Partners, LLC | History | No change | 1,080 | 2,167 | 0.6% | 0.63% | 111 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ethic Inc. | History | Added to | 1,065 | 2,136 | 0.02% | 0.02% | 112 | +205 | 23.84% | Q3 2026 | Nov 03, 2026 |
| Treasurer of the State of North Carolina | History | No change | 1,026 | 2,127 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 944 | 2,073 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | New | 1,029 | 2,064 | 0.03% | — | 115 | +1,029 | New | Q3 2026 | Nov 04, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 1,021 | 2,048 | 0.36% | — | 116 | +1,021 | New | Q3 2026 | Oct 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 990 | 1,986 | 0.01% | 0.0% | 117 | +830 | 518.75% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 940 | 1,948 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 927 | 1,922 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 924 | 1,915 | 0.41% | 0.41% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Squarepoint Ops LLC | History | No change | 905 | 1,876 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 880 | 1,825 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quadrature Capital Ltd | History | No change | 859 | 1,781 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 851 | 1,764 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 844 | 1,749 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 841 | 1,743 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 863 | 1,731 | 0.01% | 0.01% | 127 | -51 | -5.58% | Q3 2026 | Nov 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 817 | 1,693 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 810 | 1,678 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FMR LLC | History | No change | 786 | 1,628 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 767 | 1,590 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 790 | 1,585 | 0.04% | 0.04% | 132 | -16 | -1.99% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 770 | 1,544 | 0.0% | 0.0% | 133 | +16 | 2.12% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 721 | 1,494 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 701 | 1,453 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 723 | 1,450 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Achmea Investment Management B.V. | History | New | 716 | 1,437 | 0.01% | — | 137 | +716 | New | Q3 2026 | Oct 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 716 | 1,436 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Texas Yale Capital Corp. | History | No change | 687 | 1,424 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 679 | 1,362 | 0.01% | 0.01% | 140 | +15 | 2.26% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 652 | 1,351 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 645 | 1,337 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 665 | 1,334 | 0.01% | — | 143 | +665 | New | Q3 2026 | Oct 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 592 | 1,317 | 0.02% | 0.02% | 144 | +69 | 13.19% | Q3 2026 | Oct 26, 2026 |
| Vident Advisory, LLC | History | No change | 635 | 1,316 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 622 | 1,289 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 617 | 1,279 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth LP | History | No change | 611 | 1,267 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Avior Wealth Management, LLC | History | No change | 619 | 1,242 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 591 | 1,225 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 692 | 1,221 | 0.0% | 0.0% | 151 | +403 | 139.45% | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | No change | 583 | 1,208 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 600 | 1,204 | 0.01% | 0.01% | 153 | -74 | -10.98% | Q3 2026 | Oct 26, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 565 | 1,171 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 551 | 1,142 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 533 | 1,069 | 0.31% | 0.3% | 156 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 512 | 1,061 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lexington Hill Partners, LLC | History | No change | 520 | 1,043 | 0.46% | 0.52% | 158 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 517 | 1,037 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 495 | 1,026 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 502 | 1,007 | 0.01% | — | 161 | +502 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 482 | 999 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 481 | 997 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 476 | 987 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parker Investment Management, LLC | History | No change | 475 | 984 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 467 | 968 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sendero Wealth Management, LLC | History | No change | 481 | 965 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 458 | 949 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 447 | 928 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisors, LLC | History | No change | 448 | 898 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ALLSTATE CORP | History | No change | 433 | 897 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 433 | 897 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 427 | 885 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 425 | 881 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 387 | 826 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 410 | 822 | 0.0% | 0.0% | 176 | +30 | 7.89% | Q3 2026 | Nov 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 394 | 816 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 389 | 806 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 387 | 802 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 380 | 787 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 383 | 768 | 0.15% | 0.18% | 181 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Storgate, LLC | History | No change | 370 | 767 | 0.16% | 0.16% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 363 | 752 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 361 | 748 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 358 | 742 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 354 | 733 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 357 | 716 | 0.01% | 0.01% | 187 | +8 | 2.29% | Q3 2026 | Oct 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 340 | 704 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lummis Asset Management, LP | History | No change | 325 | 688 | 0.41% | 0.41% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 332 | 688 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 340 | 682 | 0.19% | 0.2% | 191 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| American Capital Advisory, LLC | History | No change | 338 | 678 | 0.23% | 0.25% | 192 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 323 | 669 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 329 | 660 | 0.14% | 0.15% | 194 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CHOREO, LLC | History | Added to | 300 | 601 | 0.01% | 0.01% | 195 | +6 | 2.04% | Q3 2026 | Oct 28, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 289 | 599 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 289 | 579 | 0.02% | 0.02% | 197 | +40 | 16.06% | Q3 2026 | Oct 08, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 282 | 565 | 0.07% | — | 198 | +282 | New | Q3 2026 | Oct 19, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 282 | 565 | 0.04% | — | 199 | +282 | New | Q3 2026 | Oct 29, 2026 |
| SG Americas Securities, LLC | History | No change | 266 | 552 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essex Bank | History | No change | 275 | 551 | 0.11% | 0.12% | 201 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 263 | 545 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 257 | 532 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | No change | 255 | 529 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | No change | 253 | 524 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 241 | 499 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 240 | 497 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 242 | 485 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 228 | 472 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 231 | 463 | 0.26% | 0.26% | 210 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 226 | 453 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 217 | 449 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 217 | 449 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 215 | 445 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 213 | 441 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INCEPTIONR LLC | History | No change | 213 | 441 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hudson Value Partners, LLC | History | No change | 206 | 427 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 210 | 421 | 0.01% | 0.01% | 218 | +23 | 12.3% | Q3 2026 | Oct 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 200 | 414 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 200 | 414 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 199 | 412 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sage Investment Counsel LLC | History | No change | 200 | 401 | 0.4% | 0.41% | 222 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 199 | 399 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 193 | 386 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 190 | 381 | 0.09% | 0.16% | 225 | -108 | -36.24% | Q3 2026 | Nov 02, 2026 |
| Virtu Financial LLC | History | No change | 182 | 376 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 178 | 369 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NICOLET BANKSHARES INC | History | No change | 167 | 361 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 174 | 360 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 177 | 355 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 175 | 351 | 0.0% | 0.0% | 231 | +3 | 1.74% | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Reduced | 170 | 341 | 0.0% | 0.0% | 232 | -2 | -1.16% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 166 | 333 | 0.0% | 0.0% | 233 | +24 | 16.9% | Q3 2026 | Nov 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 165 | 330 | 0.0% | — | 234 | +165 | New | Q3 2026 | Oct 22, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 158 | 327 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 162 | 325 | 0.01% | 0.01% | 236 | +12 | 8.0% | Q3 2026 | Oct 23, 2026 |
| Evelyn Partners Group Ltd | History | No change | 154 | 319 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Riverwater Partners LLC | History | No change | 158 | 317 | 0.09% | 0.1% | 238 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SYON CAPITAL LLC | History | No change | 153 | 317 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 152 | 315 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 150 | 311 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 150 | 311 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 158 | 302 | 0.0% | 0.0% | 243 | +9 | 6.04% | Q3 2026 | Oct 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 143 | 296 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 142 | 294 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMALGAMATED BANK | History | No change | 144 | 289 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Chapman Investment Management, LLC | History | No change | 143 | 286 | 0.23% | 0.24% | 247 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 141 | 282 | 0.0% | 0.01% | 248 | -29 | -17.06% | Q3 2026 | Nov 03, 2026 |
| Crestwood Advisors Group, LLC | History | New | 134 | 268 | 0.0% | — | 249 | +134 | New | Q3 2026 | Oct 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 128 | 267 | 0.01% | 0.01% | 250 | -1 | -0.78% | Q3 2026 | Oct 20, 2026 |
| Utah Retirement Systems | History | No change | 126 | 261 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 126 | 261 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 130 | 260 | 0.0% | 0.0% | 253 | +1 | 0.78% | Q3 2026 | Oct 20, 2026 |
| Kera Capital Partners, Inc. | History | No change | 125 | 259 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 123 | 255 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Numerai GP LLC | History | No change | 123 | 255 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Asset Management | History | No change | 125 | 250 | 0.04% | 0.05% | 257 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 120 | 240 | 0.0% | 0.0% | 258 | -161 | -57.3% | Q3 2026 | Nov 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 116 | 240 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 114 | 236 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Athena Investment Management | History | No change | 114 | 236 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 116 | 232 | 0.0% | 0.0% | 263 | +6 | 5.45% | Q3 2026 | Oct 22, 2026 |
| Quantbot Technologies LP | History | No change | 112 | 232 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 115 | 230 | 0.17% | 0.17% | 265 | +6 | 5.5% | Q3 2026 | Oct 16, 2026 |
| One Wealth Advisors, LLC | History | No change | 111 | 230 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 110 | 228 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 110 | 228 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibbs Wealth Management | History | New | 110 | 220 | 0.02% | — | 268 | +110 | New | Q3 2026 | Oct 22, 2026 |
| DnB Asset Management AS | History | No change | 105 | 217 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 104 | 215 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 103 | 213 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 100 | 207 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 100 | 207 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 100 | 207 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 100 | 207 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ackerman Asset Management, LLC | History | No change | 100 | 207 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 99 | 203 | 0.0% | — | 277 | +99 | New | Q3 2026 | Oct 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 100 | 200 | 0.0% | 0.0% | 280 | +33 | 49.25% | Q3 2026 | Oct 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 100 | 200 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EASTERN BANK | History | No change | 100 | 200 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CHICAGO TRUST Co NA | History | No change | 100 | 200 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 100 | 200 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NovaPoint Capital, LLC | History | No change | 100 | 200 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | Added to | 91 | 182 | 0.0% | 0.0% | 284 | +11 | 13.75% | Q3 2026 | Oct 30, 2026 |
| State of Wyoming | History | New | 89 | 178 | 0.01% | — | 285 | +89 | New | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 85 | 176 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 72 | 144 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 70 | 140 | 0.0% | 0.0% | 288 | -2 | -2.78% | Q3 2026 | Oct 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 65 | 134 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 64 | 132 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Added to | 65 | 130 | 0.0% | 0.0% | 291 | +3 | 4.84% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61 | 126 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 60 | 125 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 60 | 124 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPH & CO | History | Reduced | 56 | 112 | 0.03% | 0.03% | 295 | -2 | -3.45% | Q3 2026 | Oct 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 54 | 111 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 54 | 110 | 0.07% | 0.07% | 297 | -4 | -6.9% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 52 | 107 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bayforest Capital Ltd | History | New | 51 | 102 | 0.15% | — | 299 | +51 | New | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 49 | 98 | 0.0% | 0.0% | 300 | -5 | -9.26% | Q3 2026 | Nov 03, 2026 |