ZIFF DAVIS, INC. - ZD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,770,828 | 302,218 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 3,587,806 | 187,893 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pale Fire Capital SE | History | No change | 2,660,554 | 139,333 | 9.85% | 9.85% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,254,978 | 118,093 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,190,873 | 114,736 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,800,921 | 94,314 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,656,506 | 86,751 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,617,349 | 84,700 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,012,739 | 53,037 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 974,197 | 51,019 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 965,877 | 50,591 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 829,818 | 43,457 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 821,496 | 43,021 | 2.09% | 2.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 758,679 | 39,732 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 746,848 | 39,112 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 701,777 | 36,752 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CastleKnight Management LP | History | No change | 696,254 | 36,462 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 670,979 | 35,139 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Varde Management, L.P. | History | No change | 624,028 | 32,680 | 47.76% | 47.76% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 552,407 | 28,929 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 470,282 | 24,628 | 5.27% | 5.27% | 21 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHERN TRUST CORP | History | No change | 463,449 | 24,270 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 455,352 | 23,846 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CDAM (UK) Ltd | History | No change | 453,502 | 23,749 | 6.13% | 6.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whitefort Capital Management, LP | History | No change | 418,389 | 21,911 | 5.4% | 5.4% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 312,409 | 16,360 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 301,690 | 15,799 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 281,869 | 14,761 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | No change | 251,527 | 13,172 | 3.05% | 3.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 250,123 | 13,098 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Converium Capital Inc. | History | No change | 250,000 | 13,092 | 1.67% | 1.67% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 243,992 | 12,777 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 243,521 | 12,753 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 243,235 | 12,738 | 0.22% | 0.22% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 230,326 | 12,062 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 221,773 | 11,614 | 0.57% | 0.57% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 218,153 | 11,472 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 206,880 | 10,834 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 205,070 | 10,739 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 196,217 | 10,275 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 189,184 | 9,907 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 169,287 | 8,866 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 160,823 | 8,422 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 144,685 | 7,577 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 138,624 | 7,259 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verition Fund Management LLC | History | No change | 134,208 | 7,028 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 132,450 | 6,936 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 126,513 | 6,625 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 123,305 | 6,457 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 104,002 | 5,446 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 102,723 | 5,379 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 102,722 | 5,379 | 0.16% | 0.16% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 94,770 | 4,963 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACR Alpine Capital Research, LLC | History | No change | 86,526 | 4,531 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 75,362 | 3,946 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 73,500 | 3,849 | 0.89% | 0.89% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 68,887 | 3,607 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Swiss National Bank | History | No change | 68,331 | 3,578 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 66,405 | 3,477 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beartown Capital Management, LLC | History | No change | 65,000 | 3,404 | 1.5% | 1.5% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | History | No change | 64,909 | 3,399 | 0.98% | 0.98% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 64,720 | 3,389 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 62,425 | 3,269 | 0.75% | 0.75% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 56,872 | 2,978 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 55,742 | 2,920 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 55,365 | 2,899 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 54,795 | 2,869 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 54,368 | 2,847 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 50,602 | 2,650 | 0.63% | 0.63% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 50,595 | 2,649 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STONEHILL CAPITAL MANAGEMENT LLC | History | No change | 50,000 | 2,619 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 48,937 | 2,562 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 48,377 | 2,533 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 45,684 | 2,392 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 45,563 | 2,386 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 45,067 | 2,360 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 44,933 | 2,353 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 44,551 | 2,333 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 43,538 | 2,280 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,245 | 2,160 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aldebaran Capital, LLC | History | No change | 41,172 | 2,156 | 1.62% | 1.62% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 40,753 | 2,134 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 40,100 | 2,100 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 39,920 | 2,090 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 46,003 | 1,930 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 35,410 | 1,854 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 33,832 | 1,771 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 33,180 | 1,737 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 32,636 | 1,709 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 29,799 | 1,559 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 28,859 | 1,511 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,721 | 1,504 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 28,716 | 1,503 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,288 | 1,481 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&T BANK/PA | History | No change | 28,140 | 1,473 | 0.44% | 0.44% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Capital, LLC | History | No change | 26,647 | 1,395 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Alaska, Department of Revenue | History | No change | 25,735 | 1,347 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARSHALL WACE, LLP | History | No change | 25,126 | 1,315 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,188 | 1,267 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 24,082 | 1,261 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIROVA | History | No change | 23,191 | 1,214 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,751 | 1,139 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 20,520 | 1,074 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 20,258 | 1,060 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 20,000 | 1,047 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 20,000 | 1,047 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 18,704 | 979 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 16,508 | 864 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 1,942 | 844 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 16,100 | 843 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,995 | 837 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,673 | 820 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 15,670 | 820 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,400 | 806 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 14,854 | 777 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 14,542 | 761 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,366 | 752 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,121 | 739 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,676 | 716 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMC-Chicago, LLC | History | No change | 13,654 | 715 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,410 | 702 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 12,389 | 648 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 12,215 | 639 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 11,989 | 628 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 11,798 | 617 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,588 | 606 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,416 | 598 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Radnor Capital Management, LLC | History | No change | 11,008 | 576 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,791 | 565 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Wealth Advisors, LLC | History | No change | 10,624 | 556 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | No change | 10,531 | 551 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 10,258 | 537 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,915 | 519 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 9,897 | 518 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | No change | 9,842 | 515 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,452 | 495 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | No change | 9,396 | 492 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,190 | 481 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | No change | 8,930 | 467 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,800 | 460 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 8,735 | 457 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,376 | 438 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 8,334 | 436 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 8,280 | 433 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,265 | 432 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,220 | 430 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 7,578 | 396 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,242 | 379 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,215 | 377 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,994 | 366 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,898 | 361 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 6,800 | 356 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 6,646 | 348 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,493 | 338 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,382 | 334 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,358 | 332 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 6,270 | 328 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,109 | 319 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 6,061 | 318 | 0.18% | 0.18% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,880 | 307 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 5,634 | 295 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,488 | 287 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,349 | 280 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axxion S.A. | History | No change | 5,326 | 278 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | No change | 4,998 | 261 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 5,002 | 261 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, LLC | History | No change | 4,971 | 260 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 4,832 | 253 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 4,635 | 242 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,627 | 242 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,557 | 239 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,454 | 233 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 4,435 | 232 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 4,276 | 229 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tidal Investments LLC | History | No change | 4,354 | 228 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waldron Private Wealth LLC | History | No change | 4,343 | 227 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 4,219 | 220 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,107 | 215 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legato Capital Management LLC | History | No change | 3,958 | 207 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,837 | 200 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,828 | 200 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | No change | 3,548 | 185 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,325 | 174 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,215 | 168 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,207 | 167 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,129 | 163 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,733 | 143 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 2,490 | 130 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fulcrum Asset Management LLP | History | No change | 2,486 | 129 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SG Americas Securities, LLC | History | No change | 2,283 | 120 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,196 | 115 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,158 | 113 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,047 | 107 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 1,948 | 102 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,666 | 87 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | No change | 1,443 | 75 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | No change | 1,305 | 68 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,182 | 61 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,152 | 60 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 1,092 | 57 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 972 | 55 | 0.0% | 0.0% | 202 | +149 | 18.1% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,041 | 55 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,047 | 54 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 960 | 50 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 959 | 48 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 851 | 44 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 839 | 43 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 835 | 43 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 800 | 41 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 703 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 636 | 33 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 635 | 33 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 598 | 31 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 590 | 30 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 553 | 28 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 527 | 27 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 516 | 27 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 457 | 23 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 390 | 20 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 333 | 17 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 300 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCollab, LLC | History | No change | 270 | 14 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 258 | 13 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 247 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 222 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 195 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 210 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 194 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 129 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 137 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | No change | 149 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 96 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 74 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curat Global, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Torren Management, LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Investors Portfolio Services LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 27 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| True Wealth Design, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Activest Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |