XPENG INC. - XPEV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alibaba Group Holding Ltd | History | No change | 33,537,232 | 444,032 | 87.17% | 87.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,382,997 | 190,430 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 12,515,757 | 165,708 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TMT General Partner Ltd | History | No change | 10,285,837 | 136,184 | 70.26% | 70.26% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 9,586,523 | 126,925 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,515,418 | 99,504 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ghisallo Capital Management LLC | History | No change | 7,500,000 | 99,300 | 1.95% | 1.95% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 5,720,085 | 75,733 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,191,200 | 55,491 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,937,514 | 52,039 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Primavera Capital Management Ltd | History | No change | 3,306,567 | 43,778 | 7.75% | 7.75% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,272,316 | 43,325 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 3,251,529 | 43,050 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 2,649,462 | 35,078 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 2,323,831 | 30,767 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | No change | 2,227,970 | 29,498 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,158,140 | 28,573 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 2,033,039 | 26,917 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,907,468 | 25,254 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIH Partners, LLLP | History | No change | 1,853,953 | 24,546 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,847,790 | 24,464 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 1,674,182 | 22,166 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,571,064 | 20,800 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 1,408,667 | 18,650 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,350,191 | 17,876 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,348,729 | 17,857 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,179,321 | 15,614 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,167,604 | 14,945 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 1,110,298 | 14,700 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 1,014,717 | 13,434 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 863,954 | 11,438 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 768,310 | 10,172 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 715,142 | 9,468 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 711,746 | 9,423 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orland Properties Ltd | History | No change | 650,808 | 8,616 | 4.26% | 4.26% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robeco Schweiz AG | History | No change | 633,991 | 8,394 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 590,400 | 7,816 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 579,410 | 7,671 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 496,406 | 6,608 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 443,733 | 5,875 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SG Americas Securities, LLC | History | No change | 857,536 | 5,603 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 387,230 | 5,126 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 327,671 | 4,338 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 240,327 | 3,297 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Markets Trading UK LLP | History | No change | 225,245 | 2,982 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 219,787 | 2,909 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 216,034 | 2,860 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Street Group Inc. | History | No change | 167,231 | 2,214 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 167,074 | 2,212 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 166,715 | 2,207 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 161,567 | 2,139 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMT Capital Markets Trading GmbH | History | No change | 156,975 | 2,078 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 140,718 | 1,863 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WIM INVESTMENT MANAGEMENT Ltd | History | No change | 129,800 | 1,718 | 0.56% | 0.56% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS | History | No change | 126,723 | 1,677 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 118,100 | 1,563 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 116,825 | 1,546 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 112,896 | 1,494 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 109,215 | 1,446 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 109,163 | 1,445 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 108,473 | 1,436 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Step Capital Management Pte. Ltd. | History | No change | 105,000 | 1,390 | 0.3% | 0.3% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 104,160 | 1,379 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caption Management, LLC | History | No change | 100,000 | 1,324 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 88,638 | 1,173 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | No change | 82,587 | 1,093 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | No change | 79,749 | 1,055 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 77,154 | 1,021 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 75,697 | 1,002 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 74,108 | 981 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | History | No change | 68,200 | 902 | 0.36% | 0.36% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 68,079 | 901 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 66,507 | 881 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 65,764 | 870 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NKCFO LLC | History | No change | 65,000 | 861 | 0.26% | 0.26% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 63,222 | 837 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 63,173 | 836 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 62,289 | 824 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Advisors Asset Management, Inc. | History | No change | 61,666 | 816 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 60,200 | 797 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | No change | 60,000 | 794 | 0.2% | 0.2% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vident Advisory, LLC | History | No change | 56,430 | 747 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 53,861 | 713 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 53,058 | 702 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GMT CAPITAL CORP | History | No change | 51,900 | 687 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 49,979 | 661 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 49,200 | 651 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 46,000 | 609 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 41,955 | 555 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verition Fund Management LLC | History | No change | 40,584 | 537 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 40,203 | 532 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 39,946 | 528 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 31,583 | 490 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 36,894 | 488 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 36,296 | 480 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 34,034 | 450 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 33,000 | 436 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 32,019 | 423 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 28,833 | 381 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 28,738 | 380 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 27,725 | 367 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,100 | 360 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 25,914 | 343 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 25,525 | 337 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 25,474 | 337 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 24,925 | 330 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CenterBook Partners LP | History | No change | 24,380 | 322 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 24,163 | 319 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | No change | 24,129 | 319 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | No change | 23,458 | 310 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 23,362 | 309 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 22,997 | 304 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 22,908 | 303 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DV EQUITIES, LLC | History | No change | 22,518 | 298 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 22,131 | 293 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 22,000 | 291 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 22,034 | 291 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | No change | 21,429 | 283 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 21,174 | 280 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,148 | 280 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 1,675 | 277 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENLEAF TRUST | History | No change | 19,075 | 252 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 18,870 | 249 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 18,793 | 248 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 18,536 | 245 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AIA Group Ltd | History | No change | 18,536 | 245 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16,027 | 212 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 15,785 | 208 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 15,438 | 204 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15,246 | 201 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Altar Rock LLC | History | No change | 14,797 | 195 | 0.28% | 0.28% | 131 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,660 | 194 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 14,687 | 194 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 14,114 | 186 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,956 | 184 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,916 | 171 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | No change | 12,595 | 166 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,533 | 165 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 12,047 | 159 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 12,081 | 159 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 11,870 | 157 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,841 | 156 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 11,250 | 148 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 10,948 | 144 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS | History | No change | 10,650 | 141 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,404 | 137 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PDS Planning, Inc | History | No change | 10,164 | 134 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 10,077 | 133 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phoenix Financial Ltd. | History | No change | 10,000 | 132 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9,744 | 129 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 12,050 | 129 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Securities, Inc. | History | No change | 9,720 | 128 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,680 | 90 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,446 | 85 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,740 | 75 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 4,902 | 64 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | New | 6,325 | 60 | 0.0% | — | 158 | +6,325 | New | Q3 2026 | Oct 02, 2026 |
| MCF Advisors LLC | History | No change | 4,606 | 60 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,489 | 59 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 4,399 | 58 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 4,380 | 57 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,313 | 57 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 4,004 | 53 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 3,406 | 45 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Fideuram Asset Management (Ireland) dac | History | No change | 2,603 | 42 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,110 | 41 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,079 | 40 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,115 | 37 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,370 | 31 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,271 | 17 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALLIANZ SE | History | No change | 1,283 | 16 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,249 | 16 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global X Japan Co., Ltd. | History | No change | 1,077 | 14 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,023 | 13 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurley Capital, LLC | History | No change | 980 | 12 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 972 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 619 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 547 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 582 | 7 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 597 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 536 | 7 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 554 | 7 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 6 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 330 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 271 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | No change | 254 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 277 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 245 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 201 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 185 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 206 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 196 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 133 | 1 | 0.0% | — | 198 | +59 | 79.73% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 128 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 144 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Stone House Investment Management, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CNB Bank | History | No change | 100 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 150 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 89 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Winch Advisory Services, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silicon Valley Capital Partners | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| NVWM, LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Banque Cantonale Vaudoise | History | No change | 3,874 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LRI Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Financial Management LLC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |