Yum China Holdings, Inc. - YUMC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 24,117,074 | 985,182 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 21,800,611 | 896,827 | 0.46% | 0.42% | 2 | +670,353 | 3.17% | Q3 2026 | Nov 02, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 2,707,507 | 873,983 | 16.21% | 14.34% | 3 | -201,536 | -6.93% | Q3 2026 | Oct 23, 2026 |
| Primavera Capital Management Ltd | History | No change | 12,035,635 | 491,896 | 87.05% | 87.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | History | No change | 10,835,362 | 442,841 | 17.06% | 17.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 10,817,104 | 441,694 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,600,625 | 433,248 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DODGE & COX | History | No change | 8,365,562 | 341,900 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W1M Asset Management Ltd | History | No change | 7,838,137 | 320,227 | 2.93% | 2.93% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westwood Global Investments, LLC | History | No change | 7,011,649 | 286,566 | 10.07% | 10.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | No change | 5,621,829 | 229,759 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,397,801 | 179,738 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,984,516 | 162,847 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,592,503 | 146,825 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIL Ltd | History | No change | 3,461,448 | 141,345 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | No change | 3,255,683 | 133,059 | 9.46% | 9.46% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,599,037 | 126,781 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 2,915,313 | 119,040 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,846,819 | 116,299 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,608,892 | 106,532 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,602,443 | 106,286 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,506,900 | 102,967 | 0.02% | 0.02% | 22 | -134,384 | -5.09% | Q3 2026 | Nov 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 2,465,037 | 100,682 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,355,158 | 96,255 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 2,120,887 | 87,168 | 0.32% | 0.23% | 25 | +339,552 | 19.06% | Q3 2026 | Oct 16, 2026 |
| UBS Group AG | History | No change | 2,103,318 | 85,962 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,960,560 | 80,055 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,895,825 | 77,482 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,868,625 | 76,293 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,712,698 | 69,997 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,649,651 | 67,800 | 0.07% | 0.05% | 31 | +466,946 | 39.48% | Q3 2026 | Nov 02, 2026 |
| North of South Capital LLP | History | No change | 1,536,481 | 62,795 | 4.62% | 4.62% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,511,774 | 61,637 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PineBridge Investments Asia Ltd | History | No change | 187,500 | 59,925 | 20.49% | 20.49% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,436,989 | 58,730 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 1,432,350 | 58,454 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 1,326,422 | 54,516 | 0.99% | 0.82% | 37 | +190,869 | 16.81% | Q3 2026 | Oct 27, 2026 |
| Alberta Investment Management Corp | History | No change | 1,300,000 | 53,131 | 0.3% | 0.3% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | No change | 1,173,653 | 52,733 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 1,232,778 | 50,338 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,144,039 | 46,756 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,135,836 | 46,421 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,048,827 | 42,865 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,047,393 | 42,806 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,043,088 | 42,585 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | No change | 1,010,798 | 41,308 | 1.52% | 1.52% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 955,626 | 39,056 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DANSKE BANK A/S | History | No change | 894,727 | 36,567 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | No change | 886,355 | 36,225 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Perseverance Asset Management International | History | No change | 837,114 | 34,212 | 3.49% | 3.49% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 833,162 | 34,051 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 832,643 | 33,930 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 829,170 | 33,888 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 798,350 | 32,533 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEB Asset Management AB | History | Added to | 761,206 | 31,314 | 0.12% | 0.07% | 55 | +327,525 | 75.52% | Q3 2026 | Nov 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 755,110 | 30,861 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 738,755 | 30,362 | 0.01% | 0.01% | 57 | -17,837 | -2.36% | Q3 2026 | Nov 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 720,858 | 29,461 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 715,834 | 29,420 | 0.08% | 0.21% | 59 | -1,200,685 | -62.65% | Q3 2026 | Oct 28, 2026 |
| Pictet North America Advisors SA | History | Added to | 693,919 | 28,408 | 2.38% | 2.44% | 60 | +14,233 | 2.09% | Q3 2026 | Oct 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 694,900 | 28,400 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swedbank AB | History | Added to | 644,964 | 26,508 | 0.02% | 0.02% | 62 | +4,600 | 0.72% | Q3 2026 | Oct 27, 2026 |
| Swiss National Bank | History | No change | 642,024 | 26,165 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 621,647 | 25,549 | 0.04% | 0.05% | 64 | -61,224 | -8.97% | Q3 2026 | Oct 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 607,187 | 24,815 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 599,378 | 24,473 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVIVA PLC | History | No change | 591,166 | 24,111 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 582,367 | 23,935 | 0.01% | 0.01% | 68 | -8,200 | -1.39% | Q3 2026 | Oct 29, 2026 |
| Holowesko Partners Ltd. | History | No change | 584,100 | 23,872 | 6.04% | 6.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 570,234 | 23,303 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 560,917 | 22,892 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axxion S.A. | History | No change | 520,000 | 21,372 | 1.4% | 1.31% | 72 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ninety One UK Ltd | History | Added to | 442,523 | 18,187 | 0.04% | 0.03% | 73 | +67,333 | 17.95% | Q3 2026 | Oct 15, 2026 |
| BlackRock, Inc. | History | No change | 442,625 | 18,090 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 421,172 | 17,213 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 419,079 | 17,121 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RV Capital AG | History | No change | 398,021 | 16,267 | 4.25% | 4.25% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 389,131 | 15,903 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 384,504 | 15,714 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 380,923 | 15,656 | 0.44% | 0.44% | 80 | -9,726 | -2.49% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 382,632 | 15,624 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 368,450 | 15,014 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 366,871 | 14,994 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 363,895 | 14,872 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 363,191 | 14,843 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 345,305 | 14,112 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 329,100 | 13,412 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 327,729 | 13,394 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 324,988 | 13,369 | 0.01% | 0.01% | 89 | -40,000 | -10.96% | Q3 2026 | Nov 03, 2026 |
| Achmea Investment Management B.V. | History | New | 314,338 | 12,934 | 0.1% | — | 90 | +314,338 | New | Q3 2026 | Oct 30, 2026 |
| Korea Investment CORP | History | No change | 288,419 | 11,754 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 282,219 | 11,599 | 0.0% | 0.0% | 92 | +98,765 | 53.84% | Q3 2026 | Nov 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 257,475 | 10,523 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 137,692 | 10,451 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 251,527 | 10,279 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 249,061 | 10,179 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 247,081 | 10,081 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 244,233 | 10,037 | 0.13% | 0.14% | 98 | -10,431 | -4.1% | Q3 2026 | Oct 21, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 244,306 | 9,984 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 239,214 | 9,831 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Value Partners Investments Inc. | History | No change | 235,975 | 9,705 | 0.67% | 0.67% | 101 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Reduced | 219,554 | 9,023 | 3.75% | 5.2% | 102 | -151,612 | -40.85% | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 210,212 | 8,591 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 208,926 | 8,538 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 202,206 | 8,264 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 196,757 | 8,041 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Light Capital Pte. Ltd. | History | Reduced | 194,041 | 7,975 | 6.26% | 10.23% | 107 | -185,845 | -48.92% | Q3 2026 | Nov 05, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 186,459 | 7,620 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 183,271 | 7,490 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 179,351 | 7,371 | 0.28% | 0.29% | 110 | -4,030 | -2.2% | Q3 2026 | Oct 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 180,857 | 7,363 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 172,800 | 7,058 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 21,800 | 7,037 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Wesleyan Assurance Society | History | No change | 168,530 | 6,884 | 0.35% | 0.35% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 166,980 | 6,824 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMGEST GLOBAL INVESTORS S.A.S. | History | No change | 163,390 | 6,677 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 159,108 | 6,480 | 0.21% | 0.21% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 155,730 | 6,354 | 0.01% | 0.08% | 118 | -845,377 | -84.44% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 154,671 | 6,310 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 151,080 | 6,157 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 147,146 | 6,013 | 0.05% | 0.05% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 144,575 | 5,908 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 142,900 | 5,840 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 142,439 | 5,821 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 140,466 | 5,729 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SEI INVESTMENTS CO | History | No change | 137,156 | 5,605 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 132,632 | 5,412 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 132,316 | 5,407 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 131,348 | 5,398 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 131,824 | 5,371 | 1.78% | 1.78% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | No change | 131,824 | 5,371 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 131,250 | 5,359 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL PLC | History | No change | 126,200 | 5,142 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 19,573 | 5,079 | 0.11% | 0.21% | 134 | -20,161 | -50.74% | Q3 2026 | Oct 29, 2026 |
| Trexquant Investment LP | History | No change | 122,894 | 5,022 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 122,846 | 5,021 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 121,637 | 4,971 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 39,375 | 4,967 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 111,998 | 4,577 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 139,300 | 4,557 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 110,186 | 4,503 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 109,203 | 4,463 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | No change | 107,909 | 4,410 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 106,166 | 4,338 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 103,185 | 4,217 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 102,923 | 4,206 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 100,287 | 4,098 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ativo Capital Management LLC | History | Reduced | 99,610 | 4,093 | 3.16% | 3.16% | 148 | -1,350 | -1.34% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 97,316 | 3,977 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morningstar Investment Management LLC | History | No change | 78,757 | 3,902 | 0.24% | 0.24% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 95,598 | 3,896 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 93,703 | 3,842 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 94,000 | 3,841 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 93,640 | 3,827 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Pension Service | History | No change | 91,672 | 3,746 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 90,377 | 3,693 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 89,600 | 3,682 | 0.0% | 0.0% | 157 | +500 | 0.56% | Q3 2026 | Nov 04, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 88,210 | 3,625 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aperture Investors, LLC | History | No change | 88,612 | 3,621 | 0.33% | 0.33% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cohen Klingenstein LLC | History | No change | 87,799 | 3,608 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Engineers Gate Manager LP | History | No change | 86,637 | 3,540 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 85,400 | 3,480 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 83,700 | 3,443 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CREDIT AGRICOLE S A | History | No change | 83,514 | 3,413 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 82,731 | 3,381 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | Reduced | 10,369 | 3,309 | 0.14% | 0.11% | 166 | -341 | -3.18% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 80,352 | 3,284 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 79,161 | 3,255 | 0.01% | 0.01% | 168 | +1,150 | 1.47% | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 79,181 | 3,232 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 78,624 | 3,208 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 78,100 | 3,191 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 77,755 | 3,177 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 75,623 | 3,087 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 74,885 | 3,077 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 74,856 | 3,059 | 0.19% | 0.19% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 74,782 | 3,056 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 73,621 | 3,025 | 0.0% | 0.0% | 177 | +1,540 | 2.14% | Q3 2026 | Nov 02, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 74,100 | 3,019 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Asset Management, LLC | History | No change | 73,095 | 2,987 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squarepoint Ops LLC | History | No change | 71,406 | 2,918 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 70,915 | 2,898 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 70,351 | 2,891 | 0.13% | 0.08% | 182 | +24,327 | 52.86% | Q3 2026 | Nov 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 69,262 | 2,831 | 0.18% | 0.18% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magnetar Financial LLC | History | No change | 68,162 | 2,785 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,255 | 2,667 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 63,251 | 2,599 | 0.06% | 0.16% | 186 | -129,303 | -67.15% | Q3 2026 | Oct 16, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 61,672 | 2,520 | 0.62% | 0.62% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 57,421 | 2,346 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expect Equity LLC | History | No change | 56,360 | 2,303 | 1.48% | 1.48% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 53,303 | 2,178 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 52,572 | 2,152 | 0.01% | 0.02% | 191 | -18,328 | -25.85% | Q3 2026 | Oct 16, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | No change | 52,411 | 2,142 | 0.65% | 0.65% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 51,307 | 2,109 | 0.21% | 0.21% | 193 | +469 | 0.92% | Q3 2026 | Oct 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 50,574 | 2,062 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 49,949 | 2,052 | 0.01% | 0.01% | 195 | +5,170 | 11.55% | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 49,429 | 2,020 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LBP AM SA | History | No change | 48,000 | 1,961 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EARNEST PARTNERS LLC | History | No change | 47,458 | 1,939 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 47,250 | 1,934 | 0.04% | 0.04% | 199 | +200 | 0.43% | Q3 2026 | Oct 20, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 45,950 | 1,890 | 0.03% | — | 200 | +45,950 | New | Q3 2026 | Nov 04, 2026 |
| DnB Asset Management AS | History | No change | 46,113 | 1,884 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 45,240 | 1,859 | 0.0% | 0.0% | 202 | -932 | -2.02% | Q3 2026 | Nov 02, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 45,272 | 1,849 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMF Tjanstepension AB | History | No change | 44,506 | 1,829 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| M&T BANK CORP | History | No change | 44,620 | 1,823 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 40,120 | 1,808 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 43,513 | 1,778 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 43,484 | 1,777 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qsemble Capital Management, LP | History | No change | 43,036 | 1,758 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 42,968 | 1,756 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 41,797 | 1,708 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altman Advisors, Inc. | History | No change | 41,041 | 1,677 | 0.6% | 0.6% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 39,859 | 1,629 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 39,718 | 1,621 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 38,025 | 1,554 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AustralianSuper Pty Ltd | History | No change | 37,907 | 1,549 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 37,899 | 1,548 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 36,756 | 1,502 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Giverny Capital Inc. | History | No change | 36,036 | 1,472 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 35,362 | 1,445 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 34,794 | 1,430 | 0.31% | 0.32% | 221 | -938 | -2.63% | Q3 2026 | Oct 08, 2026 |
| Corient Private Wealth LP | History | No change | 34,930 | 1,427 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 34,700 | 1,426 | 0.01% | 0.0% | 223 | +13,921 | 67.0% | Q3 2026 | Oct 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 34,817 | 1,422 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 34,451 | 1,408 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Henry James International Management Inc. | History | Added to | 34,205 | 1,405 | 0.43% | 0.42% | 226 | +22 | 0.06% | Q3 2026 | Oct 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,198 | 1,397 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Timber Creek Capital Management LLC | History | No change | 34,114 | 1,394 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 34,150 | 1,391 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 32,705 | 1,332 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 31,474 | 1,286 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashoka WhiteOak Capital Pte Ltd | History | Added to | 31,050 | 1,277 | 0.37% | 0.27% | 232 | +2,700 | 9.52% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,025 | 1,267 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | No change | 30,622 | 1,251 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C WorldWide Group Holding A/S | History | New | 30,400 | 1,249 | 0.03% | — | 235 | +30,400 | New | Q3 2026 | Nov 04, 2026 |
| LGT Group Foundation | History | No change | 30,488 | 1,246 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 30,467 | 1,245 | 0.22% | 0.22% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 30,290 | 1,237 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 30,279 | 1,237 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pavaki Capital Management LLC | History | No change | 30,000 | 1,233 | 0.42% | 0.43% | 240 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,498 | 1,232 | 0.0% | 0.0% | 241 | +1,723 | 6.2% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 29,766 | 1,223 | 0.0% | 0.0% | 242 | +1,398 | 4.93% | Q3 2026 | Nov 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 28,015 | 1,151 | 0.0% | 0.01% | 243 | -20,400 | -42.14% | Q3 2026 | Oct 20, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 27,952 | 1,142 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 27,551 | 1,132 | 0.01% | 0.02% | 245 | -13,617 | -33.08% | Q3 2026 | Oct 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 27,443 | 1,118 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 26,551 | 1,086 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,415 | 1,079 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Circle Wealth Management, LLC | History | No change | 26,450 | 1,077 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Fund Advisors, LLC | History | Reduced | 24,696 | 1,015 | 0.55% | 0.7% | 250 | -4,843 | -16.4% | Q3 2026 | Nov 02, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 23,875 | 977 | 0.0% | 0.0% | 251 | -300 | -1.24% | Q3 2026 | Oct 29, 2026 |
| Boston Partners | History | No change | 23,782 | 971 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Camelot Portfolios, LLC | History | No change | 23,711 | 969 | 0.68% | 0.68% | 253 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 55 | 966 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 22,559 | 927 | 0.38% | 0.37% | 255 | +96 | 0.43% | Q3 2026 | Nov 03, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 22,300 | 916 | 0.29% | 0.17% | 256 | +10,300 | 85.83% | Q3 2026 | Oct 23, 2026 |
| Applied Capital LLC/FL | History | Added to | 22,245 | 914 | 0.36% | 0.14% | 257 | +13,967 | 168.72% | Q3 2026 | Oct 07, 2026 |
| FengHe Fund Management Pte. Ltd. | History | New | 21,850 | 898 | 0.04% | — | 258 | +21,850 | New | Q3 2026 | Nov 02, 2026 |
| American Capital Advisory, LLC | History | Added to | 21,750 | 893 | 0.3% | 0.32% | 259 | +74 | 0.34% | Q3 2026 | Oct 28, 2026 |
| Mediolanum International Funds Ltd | History | No change | 21,218 | 868 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jain Global LLC | History | No change | 20,700 | 846 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 20,400 | 832 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LMR Partners LLP | History | No change | 20,250 | 827 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20,022 | 817 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Long Corridor Asset Management Ltd | History | No change | 20,000 | 817 | 0.25% | 0.25% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 19,893 | 812 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 19,680 | 804 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aberdeen Group plc | History | No change | 19,479 | 796 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vident Advisory, LLC | History | No change | 19,350 | 790 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Advisors LLC | History | No change | 19,000 | 776 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 18,900 | 776 | 0.14% | 0.15% | 271 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Fisher Asset Management, LLC | History | No change | 18,620 | 761 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 18,628 | 761 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,304 | 748 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,150 | 745 | 0.0% | 0.0% | 275 | -35,554 | -66.2% | Q3 2026 | Oct 30, 2026 |
| Atria Investments, Inc | History | Reduced | 18,063 | 742 | 0.01% | 0.01% | 276 | -8,866 | -32.92% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 18,100 | 739 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 17,725 | 728 | 0.03% | 0.03% | 278 | -625 | -3.41% | Q3 2026 | Oct 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,754 | 725 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Erste Asset Management GmbH | History | No change | 17,510 | 715 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 17,106 | 703 | 0.07% | 0.07% | 281 | -467 | -2.66% | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 17,106 | 703 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 17,091 | 698 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 16,650 | 678 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,070 | 656 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | No change | 15,925 | 650 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archford Capital Strategies, LLC | History | New | 15,747 | 647 | 0.06% | — | 287 | +15,747 | New | Q3 2026 | Oct 19, 2026 |
| INCEPTIONR LLC | History | No change | 15,749 | 643 | 0.16% | 0.16% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qtron Investments LLC | History | No change | 15,752 | 641 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maridea Wealth Management LLC | History | No change | 15,493 | 633 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ninety One SA (PTY) Ltd | History | Reduced | 15,393 | 632 | 0.03% | 0.06% | 291 | -13,543 | -46.8% | Q3 2026 | Oct 15, 2026 |
| MAI Capital Management | History | No change | 15,394 | 629 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 15,281 | 628 | 0.01% | 0.0% | 293 | +7,000 | 84.53% | Q3 2026 | Oct 26, 2026 |
| Henshaw Capital LLC | History | Added to | 15,138 | 622 | 0.02% | 0.02% | 294 | +3,464 | 29.67% | Q3 2026 | Nov 03, 2026 |
| Allianz Asset Management GmbH | History | No change | 14,699 | 600 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 14,700 | 600 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 14,551 | 594 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 13,785 | 563 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 13,300 | 547 | 0.0% | 0.0% | 299 | -500 | -3.62% | Q3 2026 | Oct 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 13,135 | 536 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 13,000 | 531 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,796 | 522 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LVW Advisors, LLC | History | Added to | 12,674 | 520 | 0.04% | 0.03% | 303 | +4,965 | 64.41% | Q3 2026 | Oct 19, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 12,385 | 507 | 0.0% | 0.0% | 304 | -5,026 | -28.87% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 11,991 | 492 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 11,849 | 484 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,807 | 483 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verition Fund Management LLC | History | No change | 11,823 | 483 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | New | 11,691 | 480 | 0.13% | — | 309 | +11,691 | New | Q3 2026 | Oct 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 11,708 | 478 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 11,708 | 478 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 11,394 | 468 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 11,171 | 456 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,776 | 440 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,784 | 440 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 10,694 | 439 | 0.03% | 0.03% | 316 | -415 | -3.74% | Q3 2026 | Oct 08, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 10,716 | 437 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIH Partners, LLLP | History | No change | 10,682 | 436 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 10,352 | 425 | 0.0% | 0.01% | 319 | +345 | 3.45% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 10,228 | 418 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 10,150 | 414 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 10,017 | 411 | 0.02% | 0.02% | 322 | +1,025 | 11.4% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,048 | 410 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 9,890 | 404 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 9,880 | 403 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 9,872 | 403 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 9,685 | 395 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pavion Blue Capital, LLC | History | No change | 9,643 | 394 | 0.16% | 0.16% | 328 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 9,553 | 392 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MQS Management LLC | History | No change | 9,562 | 390 | 0.48% | 0.48% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,474 | 387 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 9,397 | 384 | 0.21% | 0.21% | 332 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 9,372 | 383 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,309 | 382 | 0.0% | 0.0% | 334 | +3,728 | 66.8% | Q3 2026 | Oct 16, 2026 |
| BROWN ADVISORY INC | History | No change | 9,166 | 374 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 9,110 | 372 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,073 | 370 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 9,027 | 368 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 8,967 | 366 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 8,955 | 365 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Choate Investment Advisors | History | No change | 8,920 | 364 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Capital Management LP | History | No change | 8,853 | 363 | 0.08% | 0.08% | 342 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Atom Investors LP | History | No change | 8,779 | 358 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 8,715 | 356 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,523 | 348 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,487 | 346 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 8,214 | 337 | 0.01% | 0.01% | 347 | +10 | 0.12% | Q3 2026 | Nov 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,098 | 332 | 0.0% | 0.0% | 348 | +117 | 1.47% | Q3 2026 | Oct 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 8,037 | 330 | 0.0% | 0.0% | 349 | -112 | -1.37% | Q3 2026 | Nov 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 8,000 | 328 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 7,977 | 326 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,915 | 325 | 0.01% | 0.01% | 352 | -19 | -0.24% | Q3 2026 | Oct 28, 2026 |
| PFG Investments, LLC | History | No change | 7,936 | 324 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,914 | 323 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | Reduced | 7,828 | 321 | 0.01% | 0.01% | 355 | -2,046 | -20.72% | Q3 2026 | Oct 30, 2026 |
| M&G Plc | History | No change | 7,826 | 320 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,714 | 317 | 0.0% | 0.0% | 358 | +259 | 3.47% | Q3 2026 | Nov 02, 2026 |
| Ridgewood Investments LLC | History | No change | 7,736 | 317 | 0.12% | 0.12% | 357 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Claro Advisors Inc. | History | Added to | 7,520 | 309 | 0.03% | 0.03% | 359 | +47 | 0.63% | Q3 2026 | Nov 02, 2026 |
| Winthrop Capital Management, LLC | History | No change | 7,431 | 304 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,388 | 301 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,297 | 299 | 0.0% | 0.0% | 362 | -32 | -0.44% | Q3 2026 | Oct 22, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 7,264 | 298 | 0.06% | 0.08% | 363 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bayesian Capital Management, LP | History | No change | 7,100 | 290 | 0.19% | 0.19% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,100 | 290 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Walleye Capital LLC | History | No change | 7,068 | 288 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,043 | 287 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nilsine Partners, LLC | History | Reduced | 6,974 | 286 | 0.02% | 0.02% | 368 | -154 | -2.16% | Q3 2026 | Nov 02, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,923 | 284 | 0.0% | 0.0% | 369 | -574 | -7.66% | Q3 2026 | Nov 04, 2026 |
| Biltmore Family Office, LLC | History | No change | 6,895 | 283 | 0.04% | 0.04% | 370 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Guardian Partners Inc. | History | Reduced | 6,804 | 279 | 0.02% | 0.03% | 371 | -114 | -1.65% | Q3 2026 | Oct 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 6,779 | 278 | 0.0% | 0.0% | 373 | -177 | -2.54% | Q3 2026 | Oct 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,786 | 278 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,685 | 273 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fullerton Fund Management Co Ltd. | History | No change | 6,650 | 271 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,517 | 268 | 0.01% | 0.01% | 376 | -362 | -5.26% | Q3 2026 | Oct 22, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 6,577 | 268 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 6,480 | 266 | 0.0% | 0.0% | 378 | +85 | 1.33% | Q3 2026 | Oct 01, 2026 |
| Waverly Advisors, LLC | History | No change | 6,528 | 266 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,525 | 266 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,444 | 264 | 0.0% | 0.01% | 381 | -1,945 | -23.19% | Q3 2026 | Oct 16, 2026 |
| Ervin Investment Management, LLC | History | Reduced | 6,440 | 264 | 0.14% | 0.15% | 382 | -140 | -2.13% | Q3 2026 | Oct 23, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 6,473 | 264 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 6,277 | 257 | 0.01% | 0.01% | 384 | -383 | -5.75% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 6,257 | 255 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 6,260 | 255 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | No change | 6,211 | 255 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,262 | 255 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Services | History | No change | 6,232 | 254 | 0.07% | 0.07% | 389 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 6,129 | 250 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caption Management, LLC | History | No change | 6,103 | 249 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | No change | 6,000 | 245 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 5,868 | 239 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,865 | 239 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,739 | 234 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,719 | 233 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 4,834 | 232 | 0.05% | 0.05% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 5,594 | 229 | 0.0% | 0.0% | 399 | -330 | -5.57% | Q3 2026 | Oct 28, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 5,600 | 229 | 0.04% | 0.04% | 398 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtu Financial LLC | History | No change | 5,539 | 226 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Significant Wealth Partners LLC | History | No change | 5,502 | 224 | 0.24% | 0.24% | 401 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARTHENON LLC | History | No change | 5,404 | 222 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,383 | 220 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 5,394 | 220 | 0.04% | 0.04% | 404 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Euro Pacific Asset Management, LLC | History | New | 4,977 | 219 | 0.02% | — | 405 | +4,977 | New | Q3 2026 | Oct 13, 2026 |
| Apella Capital, LLC | History | New | 5,376 | 218 | 0.0% | — | 406 | +5,376 | New | Q3 2026 | Oct 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 5,284 | 217 | 0.02% | 0.02% | 408 | +8 | 0.15% | Q3 2026 | Oct 19, 2026 |
| Private Advisor Group, LLC | History | No change | 5,318 | 217 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | Reduced | 5,274 | 216 | 0.02% | 0.03% | 410 | -954 | -15.32% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 5,293 | 216 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TritonPoint Partners, LLC | History | No change | 5,276 | 215 | 0.02% | 0.02% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 5,141 | 211 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,149 | 210 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 5,100 | 208 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 4,943 | 203 | 0.01% | 0.01% | 416 | -68 | -1.36% | Q3 2026 | Oct 27, 2026 |
| WBH ADVISORY INC | History | No change | 4,940 | 203 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | New | 4,423 | 202 | 0.0% | — | 417 | +4,423 | New | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,805 | 196 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 4,554 | 187 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Liontrust Investment Partners LLP | History | No change | 4,500 | 183 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CENTRAL TRUST Co | History | No change | 4,298 | 175 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,116 | 169 | 0.0% | 0.0% | 422 | +77 | 1.91% | Q3 2026 | Oct 23, 2026 |
| WESTPAC BANKING CORP | History | No change | 3,969 | 162 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,692 | 151 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| McMillan Office, Inc. | History | No change | 3,665 | 149 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,416 | 139 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,344 | 137 | 0.0% | 0.0% | 427 | +934 | 38.76% | Q3 2026 | Oct 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,029 | 123 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 3,000 | 123 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| EASTERN BANK | History | Reduced | 2,981 | 122 | 0.0% | 0.0% | 430 | -3 | -0.1% | Q3 2026 | Oct 05, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,985 | 121 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,863 | 117 | 0.0% | 0.0% | 432 | -1,327 | -31.67% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 2,868 | 117 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 2,725 | 111 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,508 | 105 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,530 | 103 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,517 | 102 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Investment Advisors / MI | History | No change | 2,498 | 102 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,476 | 101 | 0.03% | 0.03% | 439 | -559 | -18.42% | Q3 2026 | Oct 13, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 2,230 | 91 | 0.01% | 0.01% | 440 | +80 | 3.72% | Q3 2026 | Oct 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,197 | 89 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilltop National Bank | History | No change | 2,142 | 88 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2,066 | 84 | 0.02% | 0.02% | 443 | -25 | -1.2% | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 2,000 | 81 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,955 | 79 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,909 | 78 | 0.0% | 0.0% | 446 | -469 | -19.72% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,914 | 78 | 0.0% | 0.0% | 447 | -113 | -5.57% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,901 | 77 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,865 | 76 | 0.0% | 0.0% | 449 | -219 | -10.51% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 1,882 | 76 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LRI Investments, LLC | History | No change | 1,862 | 76 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grove Bank & Trust | History | Reduced | 1,825 | 75 | 0.01% | 0.01% | 452 | -1,504 | -45.18% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,843 | 75 | 0.0% | 0.0% | 453 | -66 | -3.46% | Q3 2026 | Oct 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 1,771 | 72 | 0.0% | 0.0% | 454 | +1,056 | 147.69% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,757 | 71 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | New | 1,716 | 70 | 0.0% | — | 457 | +1,716 | New | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 1,725 | 70 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRS OHIO | History | Reduced | 1,672 | 68 | 0.0% | 0.0% | 458 | -336 | -16.73% | Q3 2026 | Oct 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 1,570 | 64 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,540 | 63 | 0.0% | 0.0% | 460 | +24 | 1.58% | Q3 2026 | Oct 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,512 | 61 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,500 | 61 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 1,446 | 60 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 1,425 | 60 | 0.04% | 0.04% | 464 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,450 | 59 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,420 | 58 | 0.0% | 0.0% | 466 | -1,387 | -49.41% | Q3 2026 | Oct 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 1,363 | 56 | 0.01% | 0.01% | 467 | +3 | 0.22% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,306 | 53 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,213 | 49 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,167 | 48 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,160 | 47 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,126 | 46 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 1,092 | 44 | 0.02% | — | 475 | +1,092 | New | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,089 | 44 | 0.0% | 0.0% | 473 | +1,049 | 2622.5% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,087 | 44 | 0.0% | 0.0% | 474 | -126 | -10.39% | Q3 2026 | Oct 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 1,047 | 43 | 0.0% | 0.0% | 476 | +6 | 0.58% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,001 | 41 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Costello Asset Management, INC | History | No change | 1,000 | 41 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Concord Wealth Partners | History | No change | 1,000 | 41 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pathway Financial Advisers, LLC | History | New | 984 | 40 | 0.01% | — | 482 | +984 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 991 | 40 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,000 | 40 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Miller Global Investments, LLC | History | No change | 950 | 39 | 0.03% | 0.03% | 483 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 925 | 38 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 860 | 35 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 867 | 35 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 744 | 33 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 800 | 32 | 0.0% | 0.01% | 490 | -764 | -48.85% | Q3 2026 | Nov 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 798 | 32 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 800 | 32 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graney & King, LLC | History | No change | 806 | 32 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 783 | 32 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Spire Wealth Management | History | Reduced | 739 | 30 | 0.0% | 0.0% | 494 | -124 | -14.37% | Q3 2026 | Oct 30, 2026 |
| CX Institutional | History | No change | 724 | 30 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 733 | 30 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 726 | 29 | 0.0% | 0.0% | 496 | +259 | 55.46% | Q3 2026 | Oct 28, 2026 |
| Boit C F David | History | New | 320 | 28 | 0.01% | — | 497 | +320 | New | Q3 2026 | Oct 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 657 | 26 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 621 | 25 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 626 | 25 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 557 | 25 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 584 | 24 | 0.0% | 0.0% | 503 | -94 | -13.86% | Q3 2026 | Oct 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 599 | 24 | 0.0% | 0.0% | 502 | -3 | -0.5% | Q3 2026 | Oct 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 610 | 24 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 597 | 24 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kentucky Trust Co | History | No change | 600 | 24 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Elyxium Wealth, LLC | History | New | 565 | 23 | 0.0% | — | 509 | +565 | New | Q3 2026 | Oct 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 575 | 23 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SITTNER & NELSON, LLC | History | No change | 581 | 23 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 550 | 22 | 0.0% | — | 513 | +550 | New | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 540 | 22 | 0.0% | 0.0% | 512 | +93 | 20.81% | Q3 2026 | Nov 03, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 541 | 22 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 537 | 22 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Main Street Group, LTD | History | No change | 525 | 21 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 483 | 20 | 0.0% | 0.0% | 515 | -81 | -14.36% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 509 | 20 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hoese & Co LLP | History | No change | 500 | 20 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 504 | 20 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 481 | 19 | 0.01% | 0.01% | 521 | +67 | 16.18% | Q3 2026 | Nov 05, 2026 |
| Quent Capital, LLC | History | No change | 467 | 19 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basepoint Wealth LLC | History | No change | 472 | 19 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 446 | 18 | 0.0% | 0.0% | 522 | +272 | 156.32% | Q3 2026 | Oct 26, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 460 | 18 | 0.0% | 0.0% | 523 | +107 | 30.31% | Q3 2026 | Oct 23, 2026 |
| West Branch Capital LLC | History | New | 432 | 17 | 0.0% | — | 526 | +432 | New | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | No change | 427 | 17 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Monetary Solutions, Ltd | History | No change | 418 | 17 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 400 | 16 | 0.0% | 0.0% | 529 | -2,000 | -83.33% | Q3 2026 | Oct 22, 2026 |
| BFSG, LLC | History | Added to | 392 | 16 | 0.0% | 0.0% | 531 | +1 | 0.26% | Q3 2026 | Oct 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 397 | 16 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 400 | 16 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 400 | 16 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 404 | 16 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Daytona Street Capital LLC | History | No change | 400 | 16 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 389 | 15 | 0.0% | 0.0% | 534 | +1 | 0.26% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 375 | 15 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Compass Wealth Management LLC | History | New | 348 | 14 | 0.0% | — | 539 | +348 | New | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 353 | 14 | 0.0% | 0.0% | 537 | +96 | 37.35% | Q3 2026 | Oct 21, 2026 |
| HM PAYSON & CO | History | No change | 359 | 14 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 345 | 14 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 317 | 13 | 0.0% | 0.0% | 540 | -36 | -10.2% | Q3 2026 | Nov 04, 2026 |
| Bernard Wealth Management Corp. | History | No change | 324 | 13 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 336 | 13 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 291 | 12 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 299 | 12 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Curat Global, LLC | History | No change | 300 | 12 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 290 | 11 | 0.0% | 0.0% | 548 | -444 | -60.49% | Q3 2026 | Oct 20, 2026 |
| Kimelman & Baird, LLC | History | No change | 276 | 11 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 272 | 11 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 250 | 10 | 0.0% | 0.0% | 550 | -30 | -10.71% | Q3 2026 | Nov 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 224 | 10 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 266 | 10 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NVWM, LLC | History | No change | 251 | 10 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreFirst Bank & Trust | History | No change | 267 | 10 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitlin John, LLC | History | No change | 248 | 10 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 241 | 9 | 0.0% | — | 561 | +241 | New | Q3 2026 | Oct 01, 2026 |
| Laurel Wealth Advisors LLC | History | New | 240 | 9 | 0.0% | — | 560 | +240 | New | Q3 2026 | Oct 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 230 | 9 | 0.0% | — | 562 | +230 | New | Q3 2026 | Oct 07, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 240 | 9 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, LLC | History | No change | 235 | 9 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD Capital Management LLC | History | No change | 238 | 9 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 230 | 9 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 214 | 8 | 0.0% | — | 575 | +214 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 202 | 8 | 0.0% | 0.0% | 564 | -50 | -19.84% | Q3 2026 | Nov 04, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 209 | 8 | 0.0% | 0.0% | 570 | +1 | 0.48% | Q3 2026 | Nov 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 197 | 8 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CNB Bank | History | No change | 200 | 8 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 201 | 8 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 196 | 8 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vision Retirement, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Downshift Financial, LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Walsh & Associates, LLC | History | No change | 200 | 8 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 176 | 7 | 0.0% | 0.0% | 577 | -2,645 | -93.76% | Q3 2026 | Oct 22, 2026 |
| NBT BANK, N.A. | History | Reduced | 183 | 7 | 0.0% | 0.0% | 576 | -260 | -58.69% | Q3 2026 | Oct 21, 2026 |
| Oakworth Capital, Inc. | History | Added to | 194 | 7 | 0.0% | 0.0% | 579 | +24 | 14.12% | Q3 2026 | Oct 26, 2026 |
| Colonial Trust Advisors | History | No change | 173 | 7 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | No change | 176 | 7 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 186 | 7 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 588 | +44 | 43.14% | Q3 2026 | Oct 13, 2026 |
| First Pacific Financial | History | Added to | 161 | 6 | 0.0% | 0.0% | 584 | +1 | 0.63% | Q3 2026 | Oct 14, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 160 | 6 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Providence Capital Advisors, LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 162 | 6 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 150 | 6 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 164 | 6 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 160 | 6 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 169 | 6 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 131 | 5 | 0.0% | 0.0% | 597 | -75 | -36.41% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 142 | 5 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 123 | 5 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 140 | 5 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 139 | 5 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HFM Investment Advisors, LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 108 | 4 | 0.0% | 0.0% | 599 | +28 | 35.0% | Q3 2026 | Oct 22, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 107 | 4 | 0.0% | 0.0% | 604 | +1 | 0.94% | Q3 2026 | Nov 02, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 100 | 4 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Bangor Savings Bank | History | No change | 108 | 4 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abound Wealth Management | History | No change | 103 | 4 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 110 | 4 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | No change | 111 | 4 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | No change | 110 | 4 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | New | 94 | 3 | 0.0% | — | 621 | +94 | New | Q3 2026 | Oct 09, 2026 |
| Bare Financial Services, Inc | History | Reduced | 94 | 3 | 0.0% | 0.0% | 615 | -12 | -11.32% | Q3 2026 | Nov 04, 2026 |
| ALERUS FINANCIAL NA | History | No change | 76 | 3 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 95 | 3 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 80 | 3 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 84 | 3 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Wiser Advisor Group LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 81 | 3 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Phillip James Consulting Co. | History | No change | 90 | 3 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 52 | 2 | 0.0% | 0.0% | 622 | +23 | 79.31% | Q3 2026 | Oct 28, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 634 | -4 | -6.06% | Q3 2026 | Oct 29, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 49 | 2 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 52 | 2 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| First Command Advisory Services, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | No change | 53 | 2 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Advocates LLC | History | No change | 69 | 2 | 0.01% | 0.01% | 630 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Caldwell Trust Co | History | No change | 50 | 2 | 0.0% | 0.0% | 632 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key Capital Management, INC | History | No change | 60 | 2 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 57 | 2 | 0.0% | 0.0% | 635 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 32 | 1 | 0.0% | 0.0% | 641 | -86 | -72.88% | Q3 2026 | Oct 30, 2026 |
| Archer Investment Corp | History | New | 32 | 1 | 0.0% | — | 648 | +32 | New | Q3 2026 | Nov 05, 2026 |
| SouthState Bank Corp | History | No change | 30 | 1 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 28,142 | 1 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 642 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Sachetta, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 643 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meramec Financial Planners, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ares Financial Consulting, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 39 | 1 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,729 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FLOSSBACH VON STORCH SE | History | Closed out | 0 | 0 | — | 0.01% | — | -35,000 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cohen Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -19,950 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.09% | — | -14,886 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,456 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,712 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,667 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Cross Staff Investments Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -6,560 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -2,517 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,440 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,374 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Hartford Financial Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BLUELINE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Montgomery Financial Services LLC | History | Reduced | 21 | 0 | — | — | — | -2 | -8.7% | Q3 2026 | Nov 03, 2026 |
| Rakuten Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| Balance Wealth Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Silicon Valley Capital Partners | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite FO LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |