INTERPUBLIC GROUP OF COMPANIES, INC. - IPG
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 44,436,576 | 1,240,224 | 0.02% | 0.02% | 1 | -1,469,037 | -3.2% | Q3 2025 | Nov 07, 2025 |
| BlackRock, Inc. | History | Reduced | 35,441,533 | 989,173 | 0.02% | 0.02% | 2 | -2,645,912 | -6.95% | Q3 2025 | Nov 12, 2025 |
| STATE STREET CORP | History | Added to | 32,109,386 | 896,172 | 0.03% | 0.03% | 3 | +3,972,431 | 14.12% | Q3 2025 | Nov 14, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 15,090,745 | 421,182 | 0.3% | 0.31% | 4 | +270,748 | 1.83% | Q3 2025 | Nov 13, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 14,116,978 | 394,004 | 0.06% | 0.06% | 5 | +118,311 | 0.85% | Q3 2025 | Nov 10, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 13,949,010 | 389,316 | 0.07% | 0.0% | 6 | +13,341,886 | 2197.56% | Q3 2025 | Nov 14, 2025 |
| Invesco Ltd. | History | Added to | 10,720,515 | 299,209 | 0.05% | 0.04% | 7 | +109,749 | 1.03% | Q3 2025 | Nov 13, 2025 |
| HBK INVESTMENTS L P | History | New | 10,580,062 | 295,289 | 3.24% | — | 8 | +10,580,062 | New | Q3 2025 | Nov 14, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 9,936,057 | 276,873 | 0.02% | 0.02% | 9 | +329,875 | 3.43% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Added to | 9,262,642 | 258,520 | 0.04% | 0.03% | 10 | +1,407,834 | 17.92% | Q3 2025 | Nov 13, 2025 |
| JPMORGAN CHASE & CO | History | Added to | 8,175,766 | 228,187 | 0.01% | 0.01% | 11 | +4,762,895 | 139.56% | Q3 2025 | Nov 26, 2025 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 8,104,203 | 226,188 | 1.36% | 1.2% | 12 | -489,409 | -5.7% | Q3 2025 | Nov 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,261,060 | 202,633 | 0.04% | 0.04% | 13 | -20,045 | -0.28% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,899,592 | 192,567 | 0.02% | 0.02% | 14 | +131,273 | 1.94% | Q3 2025 | Nov 14, 2025 |
| MORGAN STANLEY | History | Added to | 5,706,326 | 159,263 | 0.01% | 0.01% | 15 | +870,277 | 18.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,053,486 | 141,042 | 0.06% | 0.09% | 16 | -2,822,501 | -35.84% | Q3 2025 | Nov 14, 2025 |
| Bank of New York Mellon Corp | History | Added to | 4,318,842 | 120,538 | 0.02% | 0.02% | 17 | +903,667 | 26.46% | Q3 2025 | Nov 03, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 4,279,194 | 119,432 | 0.12% | 0.15% | 18 | -1,591,987 | -27.12% | Q3 2025 | Nov 14, 2025 |
| NORTHERN TRUST CORP | History | Reduced | 4,163,576 | 116,205 | 0.01% | 0.01% | 19 | -1,909 | -0.05% | Q3 2025 | Nov 14, 2025 |
| AQR Arbitrage LLC | History | Added to | 3,633,044 | 101,398 | 2.58% | 1.72% | 20 | +541,604 | 17.52% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,395,497 | 94,768 | 0.32% | 0.36% | 21 | -633,911 | -15.73% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 3,264,903 | 91,123 | 0.06% | 0.04% | 22 | +1,173,966 | 56.15% | Q3 2025 | Nov 13, 2025 |
| ARIEL INVESTMENTS, LLC | History | Added to | 3,190,462 | 89,045 | 0.95% | 0.88% | 23 | +9,804 | 0.31% | Q3 2025 | Nov 14, 2025 |
| Magnetar Financial LLC | History | Added to | 2,987,340 | 83,376 | 0.51% | 0.35% | 24 | +40,211 | 1.36% | Q3 2025 | Nov 13, 2025 |
| Amundi | History | Reduced | 2,669,896 | 71,553 | 0.02% | 0.05% | 25 | -2,310,591 | -46.39% | Q3 2025 | Nov 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,377,106 | 66,345 | 0.0% | 0.0% | 26 | +307,403 | 14.85% | Q3 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,326,500 | 64,932 | 0.09% | 0.07% | 27 | +185,100 | 8.64% | Q3 2025 | Nov 13, 2025 |
| Westchester Capital Management, LLC | History | Added to | 2,282,614 | 63,707 | 2.91% | 2.71% | 28 | +169,682 | 8.03% | Q3 2025 | Nov 14, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 2,271,658 | 63,401 | 0.02% | 0.02% | 29 | -838,169 | -26.95% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,256,521 | 62,979 | 0.02% | 0.04% | 30 | -1,876,719 | -45.41% | Q3 2025 | Nov 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,079,089 | 58,027 | 0.01% | 0.01% | 31 | -857,449 | -29.2% | Q3 2025 | Nov 14, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,024,940 | 56,516 | 0.06% | 0.03% | 32 | +929,349 | 84.83% | Q3 2025 | Nov 14, 2025 |
| Assenagon Asset Management S.A. | History | Reduced | 2,000,457 | 55,832 | 0.08% | 0.11% | 33 | -1,118,792 | -35.87% | Q3 2025 | Oct 07, 2025 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Reduced | 1,913,244 | 53,398 | 3.22% | 2.64% | 34 | -105,700 | -5.24% | Q3 2025 | Nov 06, 2025 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 1,731,113 | 48,315 | 1.47% | 1.33% | 35 | +16,821 | 0.98% | Q3 2025 | Oct 24, 2025 |
| BARCLAYS PLC | History | Reduced | 1,623,745 | 45,318 | 0.01% | 0.01% | 36 | -315,676 | -16.28% | Q3 2025 | Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,502,849 | 41,944 | 0.01% | 0.01% | 37 | -80,964 | -5.11% | Q3 2025 | Nov 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,470,365 | 41,037 | 0.02% | 0.03% | 38 | -356,086 | -19.5% | Q3 2025 | Nov 13, 2025 |
| Pacer Advisors, Inc. | History | Reduced | 1,468,496 | 40,985 | 0.1% | 0.16% | 39 | -1,105,439 | -42.95% | Q3 2025 | Oct 15, 2025 |
| SOROS FUND MANAGEMENT LLC | History | Added to | 1,451,103 | 40,500 | 0.58% | 0.36% | 40 | +292,153 | 25.21% | Q3 2025 | Nov 14, 2025 |
| Birnam Oak Advisors, LP | History | Added to | 1,362,621 | 38,030 | 8.73% | 7.99% | 41 | +258,430 | 23.4% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,278,107 | 35,672 | 0.02% | 0.02% | 42 | -63,231 | -4.71% | Q3 2025 | Nov 04, 2025 |
| CITIGROUP INC | History | Added to | 1,261,930 | 35,220 | 0.02% | 0.01% | 43 | +202,940 | 19.16% | Q3 2025 | Nov 10, 2025 |
| LMR Partners LLP | History | Reduced | 1,221,855 | 34,101 | 0.15% | 0.25% | 44 | -220,000 | -15.26% | Q3 2025 | Nov 14, 2025 |
| Boston Partners | History | Reduced | 1,200,381 | 33,539 | 0.03% | 0.04% | 45 | -108,092 | -8.26% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | Added to | 1,200,613 | 33,509 | 0.0% | 0.0% | 46 | +33,599 | 2.88% | Q3 2025 | Nov 13, 2025 |
| BANK OF NOVA SCOTIA | History | Added to | 1,134,455 | 31,662 | 0.06% | 0.02% | 47 | +700,573 | 161.47% | Q3 2025 | Nov 14, 2025 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 1,117,674 | 31,194 | 1.1% | 1.03% | 48 | -8,767 | -0.78% | Q3 2025 | Oct 15, 2025 |
| GLAZER CAPITAL, LLC | History | New | 1,059,772 | 29,578 | 0.99% | — | 49 | +1,059,772 | New | Q3 2025 | Nov 13, 2025 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,028,642 | 28,709 | 0.01% | 0.01% | 50 | -13,168 | -1.26% | Q3 2025 | Oct 29, 2025 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 972,073 | 27,131 | 0.21% | 0.19% | 51 | -6,980 | -0.71% | Q3 2025 | Nov 12, 2025 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 944,731 | 26,367 | 0.53% | 0.5% | 52 | -8,511 | -0.89% | Q3 2025 | Nov 07, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 855,288 | 23,871 | 0.04% | 0.05% | 53 | -313,410 | -26.82% | Q3 2025 | Nov 14, 2025 |
| SYQUANT CAPITAL SAS | History | New | 854,279 | 23,843 | 6.84% | — | 54 | +854,279 | New | Q3 2025 | Oct 28, 2025 |
| Nuveen, LLC | History | Reduced | 824,663 | 23,016 | 0.01% | 0.01% | 55 | -39,983 | -4.62% | Q3 2025 | Nov 12, 2025 |
| Legal & General Group Plc | History | Reduced | 814,453 | 22,731 | 0.01% | 0.01% | 56 | -639,528 | -43.98% | Q3 2025 | Nov 13, 2025 |
| Modera Wealth Management, LLC | History | Reduced | 797,401 | 22,255 | 0.26% | 0.25% | 57 | -22,488 | -2.74% | Q3 2025 | Oct 31, 2025 |
| Man Group plc | History | Added to | 781,541 | 21,812 | 0.04% | 0.02% | 58 | +401,237 | 105.5% | Q3 2025 | Nov 14, 2025 |
| RHUMBLINE ADVISERS | History | Added to | 779,872 | 21,766 | 0.02% | 0.02% | 59 | +3,267 | 0.42% | Q3 2025 | Nov 06, 2025 |
| Capula Management Ltd | History | Added to | 766,433 | 21,391 | 0.11% | 0.06% | 60 | +496,808 | 184.26% | Q3 2025 | Nov 14, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 764,805 | 21,345 | 0.04% | 0.01% | 61 | +523,056 | 216.36% | Q3 2025 | Nov 13, 2025 |
| ALPS ADVISORS INC | History | New | 760,260 | 21,218 | 0.12% | — | 62 | +760,260 | New | Q3 2025 | Nov 05, 2025 |
| BANK OF MONTREAL /CAN/ | History | Added to | 753,995 | 21,044 | 0.01% | 0.01% | 63 | +183,222 | 32.1% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Added to | 750,176 | 20,937 | 0.09% | 0.03% | 64 | +449,264 | 149.3% | Q3 2025 | Nov 14, 2025 |
| FIRST TRUST ADVISORS LP | History | Reduced | 740,332 | 20,662 | 0.02% | 0.02% | 65 | -151,870 | -17.02% | Q3 2025 | Nov 12, 2025 |
| Gotham Asset Management, LLC | History | New | 726,400 | 20,273 | 0.09% | — | 66 | +726,400 | New | Q3 2025 | Nov 14, 2025 |
| NATIXIS | History | Added to | 725,165 | 20,239 | 0.09% | 0.05% | 67 | +239,792 | 49.4% | Q3 2025 | Nov 14, 2025 |
| Swiss National Bank | History | Added to | 716,900 | 20,008 | 0.01% | 0.01% | 68 | +6,100 | 0.86% | Q3 2025 | Nov 13, 2025 |
| MACQUARIE GROUP LTD | History | New | 711,345 | 19,853 | 0.02% | — | 69 | +711,345 | New | Q3 2025 | Nov 13, 2025 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 680,582 | 18,995 | 0.01% | 0.01% | 70 | +43,570 | 6.84% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 657,337 | 18,346 | 0.0% | 0.01% | 71 | -1,414,162 | -68.27% | Q3 2025 | Nov 14, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 644,865 | 17,998 | 0.17% | 0.18% | 72 | -107,427 | -14.28% | Q3 2025 | Nov 12, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 638,987 | 17,834 | 0.01% | 0.06% | 73 | -3,512,940 | -84.61% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Added to | 629,994 | 17,583 | 3.86% | 3.05% | 74 | +43,934 | 7.5% | Q3 2025 | Nov 14, 2025 |
| COMMERCE BANK | History | Reduced | 622,002 | 17,360 | 0.1% | 0.09% | 75 | -24,796 | -3.83% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 588,552 | 16,426 | 0.0% | 0.0% | 76 | -381,405 | -39.32% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 568,683 | 15,871 | 0.0% | 0.0% | 77 | -19,484 | -3.31% | Q3 2025 | Nov 05, 2025 |
| MUFG Securities EMEA plc | History | Added to | 546,011 | 15,239 | 0.38% | 0.34% | 78 | +175,914 | 47.53% | Q3 2025 | Nov 14, 2025 |
| LPL Financial LLC | History | Added to | 540,229 | 15,077 | 0.0% | 0.0% | 79 | +31,232 | 6.14% | Q3 2025 | Nov 12, 2025 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 539,883 | 15,069 | 0.0% | 0.0% | 80 | -26,360 | -4.66% | Q3 2025 | Nov 14, 2025 |
| Woodline Partners LP | History | Added to | 508,357 | 14,188 | 0.07% | 0.01% | 81 | +451,413 | 792.73% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 506,496 | 14,136 | 0.0% | 0.0% | 82 | -131,327 | -20.59% | Q3 2025 | Nov 13, 2025 |
| Jump Financial, LLC | History | Added to | 503,588 | 14,055 | 0.17% | 0.08% | 83 | +214,528 | 74.22% | Q3 2025 | Nov 13, 2025 |
| HSBC HOLDINGS PLC | History | Reduced | 498,079 | 13,954 | 0.01% | 0.01% | 84 | -393,376 | -44.13% | Q3 2025 | Nov 13, 2025 |
| HARRIS ASSOCIATES L P | History | Reduced | 493,971 | 13,786 | 0.02% | 0.1% | 85 | -1,901,552 | -79.38% | Q3 2025 | Nov 14, 2025 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 491,157 | 13,708 | 3.24% | — | 86 | +491,157 | New | Q3 2025 | Nov 10, 2025 |
| ALGERT GLOBAL LLC | History | Added to | 459,800 | 12,833 | 0.21% | 0.17% | 87 | +132,720 | 40.58% | Q3 2025 | Nov 14, 2025 |
| TD ASSET MANAGEMENT INC | History | Reduced | 451,098 | 12,590 | 0.01% | 0.01% | 88 | -24,614 | -5.17% | Q3 2025 | Nov 10, 2025 |
| ING GROEP NV | History | Reduced | 444,127 | 12,395 | 0.07% | 0.22% | 89 | -1,028,300 | -69.84% | Q3 2025 | Nov 06, 2025 |
| MARSHALL WACE, LLP | History | Added to | 432,628 | 12,074 | 0.01% | 0.01% | 90 | +202,270 | 87.81% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 432,288 | 12,065 | 0.0% | 0.0% | 91 | -55,211 | -11.33% | Q3 2025 | Nov 14, 2025 |
| Sound Income Strategies, LLC | History | Reduced | 440,017 | 11,682 | 0.64% | 0.64% | 92 | -17,316 | -3.79% | Q3 2025 | Oct 10, 2025 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 405,096 | 11,306 | 1.81% | 0.73% | 93 | +210,000 | 107.64% | Q3 2025 | Nov 12, 2025 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 399,260 | 11,143 | 0.93% | — | 94 | +399,260 | New | Q3 2025 | Nov 07, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 396,111 | 11,055 | 0.03% | 0.03% | 95 | +9,780 | 2.53% | Q3 2025 | Nov 03, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 392,256 | 10,947 | 0.01% | 0.0% | 96 | +290,970 | 287.28% | Q3 2025 | Nov 14, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 389,249 | 10,863 | 0.01% | 0.01% | 97 | +4,027 | 1.05% | Q3 2025 | Nov 14, 2025 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 389,136 | 10,860 | 0.01% | 0.01% | 98 | +77 | 0.02% | Q3 2025 | Nov 12, 2025 |
| VAN ECK ASSOCIATES CORP | History | Added to | 386,083 | 10,776 | 0.01% | 0.01% | 99 | +2,731 | 0.71% | Q3 2025 | Nov 13, 2025 |
| Kintayl Capital LP | History | Reduced | 369,379 | 10,309 | 6.36% | 5.13% | 100 | -10,604 | -2.79% | Q3 2025 | Nov 14, 2025 |
| Yakira Capital Management, Inc. | History | Added to | 365,928 | 10,213 | 3.57% | 0.49% | 101 | +306,828 | 519.17% | Q3 2025 | Nov 13, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 365,741 | 10,207 | 0.03% | — | 102 | +365,741 | New | Q3 2025 | Nov 13, 2025 |
| Kingsview Wealth Management, LLC | History | Added to | 347,608 | 9,701 | 0.15% | 0.14% | 103 | +2,548 | 0.74% | Q3 2025 | Nov 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Reduced | 342,639 | 9,563 | 0.14% | 0.14% | 104 | -16,828 | -4.68% | Q3 2025 | Nov 12, 2025 |
| SORA INVESTORS LLC | History | New | 341,001 | 9,517 | 0.88% | — | 105 | +341,001 | New | Q3 2025 | Nov 14, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 338,053 | 9,435 | 0.02% | 0.02% | 106 | -11,853 | -3.39% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | New | 328,850 | 9,178 | 0.09% | — | 107 | +328,850 | New | Q3 2025 | Nov 14, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 321,886 | 8,949 | 0.01% | 0.01% | 108 | +11,990 | 3.87% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | No change | 313,202 | 8,741 | 0.21% | 0.19% | 109 | 0 | 0.0% | Q3 2025 | Nov 17, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 308,571 | 8,612 | 0.67% | 0.02% | 110 | +299,693 | 3375.68% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Reduced | 306,927 | 8,566 | 0.01% | 0.01% | 111 | -10,659 | -3.36% | Q3 2025 | Oct 22, 2025 |
| Squarepoint Ops LLC | History | Reduced | 305,878 | 8,537 | 0.01% | 0.03% | 112 | -1,010,052 | -76.76% | Q3 2025 | Nov 14, 2025 |
| Cambria Investment Management, L.P. | History | Reduced | 302,864 | 8,452 | 0.51% | 0.53% | 113 | -20,760 | -6.41% | Q3 2025 | Dec 01, 2025 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 295,482 | 8,247 | 0.02% | 0.02% | 114 | -219 | -0.07% | Q3 2025 | Oct 24, 2025 |
| TORONTO DOMINION BANK | History | Added to | 282,781 | 7,848 | 0.01% | 0.01% | 115 | +53,868 | 23.53% | Q3 2025 | Nov 14, 2025 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 274,983 | 7,676 | 0.0% | 0.0% | 116 | -11,417 | -3.99% | Q3 2025 | Nov 14, 2025 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 270,689 | 7,554 | 0.06% | 0.06% | 117 | +13,169 | 5.11% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 258,617 | 7,218 | 0.03% | 0.03% | 118 | -23,176 | -8.22% | Q3 2025 | Oct 30, 2025 |
| Advisors Asset Management, Inc. | History | Reduced | 251,345 | 7,015 | 0.12% | 0.16% | 119 | -103,133 | -29.09% | Q3 2025 | Nov 06, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 249,648 | 6,967 | 0.01% | 0.01% | 120 | -95 | -0.04% | Q3 2025 | Nov 13, 2025 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 246,864 | 6,889 | 0.05% | 0.06% | 121 | -61,633 | -19.98% | Q3 2025 | Nov 13, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 246,480 | 6,879 | 0.01% | 0.01% | 122 | +10,200 | 4.32% | Q3 2025 | Nov 03, 2025 |
| Brevan Howard Capital Management LP | History | Added to | 244,031 | 6,810 | 0.03% | 0.03% | 123 | +6,266 | 2.64% | Q3 2025 | Nov 14, 2025 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 241,916 | 6,751 | 1.09% | 0.96% | 124 | +12,528 | 5.46% | Q3 2025 | Oct 30, 2025 |
| BENJAMIN EDWARDS INC | History | Added to | 235,353 | 6,568 | 0.07% | 0.06% | 125 | +33,758 | 16.75% | Q3 2025 | Oct 23, 2025 |
| Calydon Capital | History | Added to | 231,207 | 6,452 | 1.03% | 0.53% | 126 | +11,020 | 5.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 230,471 | 6,432 | 0.0% | 0.01% | 127 | -111,877 | -32.68% | Q3 2025 | Nov 07, 2025 |
| Goelzer Investment Management, Inc. | History | Reduced | 206,289 | 5,757 | 0.31% | 0.28% | 128 | -5,201 | -2.46% | Q3 2025 | Oct 14, 2025 |
| Quantinno Capital Management LP | History | Added to | 202,934 | 5,663 | 0.02% | 0.02% | 129 | +36,266 | 21.76% | Q3 2025 | Nov 14, 2025 |
| Berger Financial Group, Inc | History | Added to | 202,617 | 5,655 | 0.34% | 0.32% | 130 | +917 | 0.45% | Q3 2025 | Oct 14, 2025 |
| CIBC WORLD MARKET INC. | History | Reduced | 202,348 | 5,647 | 0.01% | 0.01% | 131 | -20,332 | -9.13% | Q3 2025 | Nov 06, 2025 |
| Kapitalo Investimentos Ltda | History | New | 194,366 | 5,424 | 1.01% | — | 132 | +194,366 | New | Q3 2025 | Nov 03, 2025 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 187,508 | 5,233 | 0.01% | 0.01% | 133 | -8,370 | -4.27% | Q3 2025 | Nov 14, 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 186,913 | 5,216 | 0.01% | 0.01% | 134 | -60,407 | -24.42% | Q3 2025 | Oct 30, 2025 |
| AMERIPRISE FINANCIAL INC | History | Added to | 179,587 | 5,011 | 0.0% | 0.0% | 135 | +4,654 | 2.66% | Q3 2025 | Nov 14, 2025 |
| APG Asset Management N.V. | History | Reduced | 209,400 | 4,973 | 0.01% | 0.01% | 136 | -4,000 | -1.87% | Q3 2025 | Nov 12, 2025 |
| Russell Investments Group, Ltd. | History | Added to | 170,889 | 4,767 | 0.01% | 0.01% | 137 | +2,058 | 1.22% | Q3 2025 | Nov 13, 2025 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 166,022 | 4,633 | 0.06% | 0.06% | 138 | -15,870 | -8.72% | Q3 2025 | Nov 14, 2025 |
| Treasurer of the State of North Carolina | History | Reduced | 165,822 | 4,628 | 0.01% | 0.01% | 139 | -6,459 | -3.75% | Q3 2025 | Nov 13, 2025 |
| Lighthouse Investment Partners, LLC | History | Reduced | 164,316 | 4,586 | 0.14% | 0.22% | 140 | -72,991 | -30.76% | Q3 2025 | Nov 14, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 163,966 | 4,576 | 0.04% | 0.03% | 141 | +22,761 | 16.12% | Q3 2025 | Nov 12, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 162,814 | 4,544 | 0.03% | 0.02% | 142 | +73,765 | 82.84% | Q3 2025 | Oct 28, 2025 |
| Cetera Investment Advisers | History | Added to | 158,165 | 4,414 | 0.01% | 0.01% | 143 | +35,816 | 29.27% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Added to | 151,918 | 4,240 | 0.04% | 0.04% | 144 | +8,876 | 6.21% | Q3 2025 | Nov 13, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 148,152 | 4,134 | 0.02% | 0.01% | 145 | +99,057 | 201.77% | Q3 2025 | Oct 23, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 147,040 | 4,103 | 0.02% | 0.01% | 146 | +24,700 | 20.19% | Q3 2025 | Nov 07, 2025 |
| DekaBank Deutsche Girozentrale | History | No change | 143,481 | 3,863 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Diversified Trust Co | History | Added to | 133,713 | 3,731 | 0.07% | 0.06% | 148 | +14,438 | 12.1% | Q3 2025 | Oct 20, 2025 |
| RWC Asset Management LLP | History | Added to | 133,069 | 3,713 | 0.18% | 0.13% | 149 | +31,191 | 30.62% | Q3 2025 | Oct 27, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 124,269 | 3,468 | 0.01% | 0.02% | 150 | -167,809 | -57.45% | Q3 2025 | Nov 14, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 115,224 | 3,215 | 0.01% | 0.01% | 151 | -4,965 | -4.13% | Q3 2025 | Nov 14, 2025 |
| Vontobel Holding Ltd. | History | Reduced | 114,124 | 3,185 | 0.01% | 0.01% | 152 | -6,437 | -5.34% | Q3 2025 | Oct 15, 2025 |
| State of New Jersey Common Pension Fund D | History | Added to | 113,484 | 3,167 | 0.01% | 0.01% | 153 | +4,621 | 4.24% | Q3 2025 | Nov 07, 2025 |
| Arizona State Retirement System | History | Added to | 109,409 | 3,053 | 0.02% | 0.02% | 154 | +677 | 0.62% | Q3 2025 | Nov 03, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 107,413 | 2,997 | 0.0% | 0.0% | 155 | -156,534 | -59.31% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 106,163 | 2,962 | 0.01% | 0.01% | 156 | -1,663 | -1.54% | Q3 2025 | Nov 19, 2025 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 105,600 | 2,947 | 0.01% | 0.01% | 157 | -400 | -0.38% | Q3 2025 | Oct 23, 2025 |
| SGL Investment Advisors, Inc. | History | Reduced | 115,757 | 2,895 | 1.21% | 1.63% | 158 | -19,603 | -14.48% | Q3 2025 | Nov 04, 2025 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 101,694 | 2,838 | 0.02% | 0.02% | 159 | +2,908 | 2.94% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Added to | 101,276 | 2,826 | 0.03% | 0.02% | 160 | +36,342 | 55.97% | Q3 2025 | Nov 14, 2025 |
| Cinctive Capital Management LP | History | Added to | 100,000 | 2,791 | 0.13% | 0.12% | 161 | +10,288 | 11.47% | Q3 2025 | Nov 14, 2025 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 99,028 | 2,763 | 0.01% | 0.01% | 162 | -1,500 | -1.49% | Q3 2025 | Nov 05, 2025 |
| SG Americas Securities, LLC | History | Reduced | 98,456 | 2,748 | 0.01% | 0.02% | 163 | -128,504 | -56.62% | Q3 2025 | Oct 23, 2025 |
| ANGELO GORDON & CO., L.P. | History | Reduced | 98,035 | 2,736 | 0.33% | 0.41% | 164 | -26,965 | -21.57% | Q3 2025 | Nov 14, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 96,445 | 2,691 | 0.01% | 0.01% | 165 | +8,899 | 10.16% | Q3 2025 | Nov 14, 2025 |
| Siemens Fonds Invest GmbH | History | Added to | 96,193 | 2,684 | 0.15% | 0.11% | 166 | +18,888 | 24.43% | Q3 2025 | Nov 14, 2025 |
| Handelsbanken Fonder AB | History | No change | 95,800 | 2,674 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| CWM, LLC | History | Added to | 95,220 | 2,658 | 0.01% | 0.01% | 168 | +3,551 | 3.87% | Q3 2025 | Oct 15, 2025 |
| Sagefield Capital LP | History | Added to | 94,500 | 2,637 | 0.29% | 0.12% | 169 | +60,300 | 176.32% | Q3 2025 | Nov 14, 2025 |
| CREDIT AGRICOLE S A | History | New | 93,970 | 2,622 | 0.01% | — | 170 | +93,970 | New | Q3 2025 | Nov 14, 2025 |
| Czech National Bank | History | Added to | 93,024 | 2,596 | 0.02% | 0.02% | 171 | +2,648 | 2.93% | Q3 2025 | Oct 08, 2025 |
| FRANKLIN RESOURCES INC | History | Reduced | 91,698 | 2,559 | 0.0% | 0.0% | 172 | -34,690 | -27.45% | Q3 2025 | Nov 13, 2025 |
| MetLife Investment Management, LLC | History | Reduced | 90,917 | 2,537 | 0.01% | 0.01% | 173 | -3,274 | -3.48% | Q3 2025 | Nov 13, 2025 |
| Creative Planning | History | Added to | 90,657 | 2,530 | 0.0% | 0.0% | 174 | +26,275 | 40.81% | Q3 2025 | Nov 14, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 89,223 | 2,490 | 0.06% | 0.01% | 175 | +79,932 | 860.32% | Q3 2025 | Nov 04, 2025 |
| CSS LLC/IL | History | Added to | 88,093 | 2,458 | 0.11% | 0.06% | 176 | +35,100 | 66.24% | Q3 2025 | Nov 13, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 87,954 | 2,454 | 0.01% | 0.01% | 177 | -2,726 | -3.01% | Q3 2025 | Nov 12, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 86,853 | 2,424 | 0.02% | 0.11% | 178 | -407,617 | -82.44% | Q3 2025 | Nov 06, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 86,823 | 2,423 | 0.01% | 0.0% | 179 | +58,198 | 203.31% | Q3 2025 | Oct 31, 2025 |
| Corient Private Wealth LLC | History | Added to | 85,548 | 2,387 | 0.0% | 0.0% | 180 | +1,616 | 1.93% | Q3 2025 | Nov 14, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 85,209 | 2,378 | 0.0% | 0.0% | 181 | -24,559 | -22.37% | Q3 2025 | Oct 09, 2025 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 84,632 | 2,362 | 0.82% | 1.01% | 182 | -32,155 | -27.53% | Q3 2025 | Oct 23, 2025 |
| COMERICA BANK | History | Reduced | 84,133 | 2,348 | 0.01% | 0.01% | 183 | -16,913 | -16.74% | Q3 2025 | Nov 14, 2025 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | Reduced | 83,005 | 2,317 | 0.05% | 0.06% | 184 | -16,845 | -16.87% | Q3 2025 | Oct 31, 2025 |
| Tidal Investments LLC | History | Reduced | 81,947 | 2,287 | 0.0% | 0.01% | 185 | -35 | -0.04% | Q3 2025 | Nov 14, 2025 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 81,676 | 2,280 | 0.01% | 0.01% | 186 | -16,080 | -16.45% | Q3 2025 | Nov 07, 2025 |
| OSAIC HOLDINGS, INC. | History | Added to | 81,807 | 2,265 | 0.0% | 0.0% | 187 | +10,970 | 15.49% | Q3 2025 | Nov 14, 2025 |
| Greenland Capital Management LP | History | Added to | 80,806 | 2,255 | 0.23% | 0.15% | 188 | +20,867 | 34.81% | Q3 2025 | Nov 10, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,676 | 2,224 | 0.0% | 0.0% | 189 | +28,987 | 55.02% | Q3 2025 | Oct 29, 2025 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 78,992 | 2,204 | 0.01% | 0.01% | 190 | +2,918 | 3.84% | Q3 2025 | Nov 06, 2025 |
| Bridgewater Associates, LP | History | New | 78,766 | 2,198 | 0.01% | — | 191 | +78,766 | New | Q3 2025 | Nov 13, 2025 |
| HighTower Advisors, LLC | History | Added to | 78,155 | 2,181 | 0.0% | 0.0% | 192 | +15,003 | 23.76% | Q3 2025 | Nov 07, 2025 |
| Retirement Systems of Alabama | History | Reduced | 78,130 | 2,180 | 0.01% | 0.01% | 193 | -1,205 | -1.52% | Q3 2025 | Oct 31, 2025 |
| Heritage Trust Co | History | Reduced | 77,842 | 2,172 | 0.23% | 0.22% | 194 | -659 | -0.84% | Q3 2025 | Nov 12, 2025 |
| ProShare Advisors LLC | History | Added to | 77,611 | 2,166 | 0.0% | 0.0% | 195 | +2,820 | 3.77% | Q3 2025 | Nov 06, 2025 |
| UniSuper Management Pty Ltd | History | Added to | 76,203 | 2,126 | 0.01% | 0.01% | 196 | +4,563 | 6.37% | Q3 2025 | Oct 31, 2025 |
| STIFEL FINANCIAL CORP | History | Added to | 76,157 | 2,125 | 0.0% | 0.0% | 197 | +14,929 | 24.38% | Q3 2025 | Nov 12, 2025 |
| XPONANCE, INC. | History | Added to | 76,137 | 2,124 | 0.02% | 0.01% | 198 | +20,333 | 36.44% | Q3 2025 | Nov 12, 2025 |
| Lombard Odier Asset Management (Switzerland) SA | History | Reduced | 75,377 | 2,103 | 0.09% | 0.13% | 199 | -27,169 | -26.49% | Q3 2025 | Nov 14, 2025 |
| M&T BANK CORP | History | Added to | 71,012 | 1,981 | 0.01% | 0.01% | 200 | +2,215 | 3.22% | Q3 2025 | Nov 14, 2025 |
| AMALGAMATED BANK | History | Reduced | 69,600 | 1,943 | 0.01% | 0.01% | 201 | -1,959 | -2.74% | Q3 2025 | Oct 29, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 68,335 | 1,907 | 0.3% | 0.28% | 202 | -16,540 | -19.49% | Q3 2025 | Nov 14, 2025 |
| Pictet Asset Management Holding SA | History | Reduced | 65,813 | 1,836 | 0.0% | 0.0% | 203 | -2,263 | -3.32% | Q3 2025 | Nov 18, 2025 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 63,104 | 1,761 | 0.22% | 0.24% | 204 | -5,263 | -7.7% | Q3 2025 | Nov 14, 2025 |
| Utah Retirement Systems | History | No change | 61,562 | 1,718 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| GROUP ONE TRADING LLC | History | Reduced | 60,000 | 1,674 | 0.0% | 0.0% | 206 | -14,456 | -19.42% | Q3 2025 | Nov 12, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 59,703 | 1,666 | 0.01% | 0.01% | 207 | -1,008 | -1.66% | Q3 2025 | Oct 24, 2025 |
| TCW GROUP INC | History | Added to | 59,200 | 1,652 | 0.01% | 0.01% | 208 | +1,475 | 2.56% | Q3 2025 | Nov 14, 2025 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 65,515 | 1,603 | 0.19% | 0.19% | 209 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 57,201 | 1,596 | 0.01% | — | 210 | +57,201 | New | Q3 2025 | Nov 13, 2025 |
| Elo Mutual Pension Insurance Co | History | Added to | 55,354 | 1,544 | 0.03% | 0.02% | 211 | +13,579 | 32.51% | Q3 2025 | Nov 12, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 54,569 | 1,523 | 0.0% | 0.0% | 212 | -1,945 | -3.44% | Q3 2025 | Nov 12, 2025 |
| BROWN ADVISORY INC | History | Reduced | 54,082 | 1,509 | 0.0% | 0.0% | 213 | -1,849 | -3.31% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Added to | 53,485 | 1,492 | 0.02% | 0.02% | 214 | +12,519 | 30.56% | Q3 2025 | Nov 14, 2025 |
| Arvest Bank Trust Division | History | Reduced | 52,138 | 1,455 | 0.08% | 0.08% | 215 | -2,384 | -4.37% | Q3 2025 | Nov 07, 2025 |
| Generali Asset Management SPA SGR | History | Added to | 51,289 | 1,431 | 0.03% | 0.03% | 216 | +843 | 1.67% | Q3 2025 | Oct 21, 2025 |
| Alpine Global Management, LLC | History | New | 50,827 | 1,418 | 0.29% | — | 217 | +50,827 | New | Q3 2025 | Nov 21, 2025 |
| DRW Securities, LLC | History | Added to | 50,073 | 1,414 | 0.03% | 0.01% | 218 | +40,421 | 418.78% | Q3 2025 | Nov 14, 2025 |
| Neuberger Berman Group LLC | History | Added to | 49,611 | 1,384 | 0.0% | 0.0% | 219 | +5,131 | 11.54% | Q3 2025 | Nov 12, 2025 |
| Redwood Investment Management, LLC | History | Reduced | 49,098 | 1,370 | 0.15% | 0.18% | 220 | -19,393 | -28.31% | Q3 2025 | Nov 14, 2025 |
| NEOS Investment Management LLC | History | Added to | 48,908 | 1,365 | 0.01% | 0.01% | 221 | +15,464 | 46.24% | Q3 2025 | Nov 07, 2025 |
| GROUPAMA ASSET MANAGMENT | History | New | 48,300 | 1,348 | 0.02% | — | 222 | +48,300 | New | Q3 2025 | Dec 01, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 48,144 | 1,343 | 0.01% | 0.01% | 223 | -3,375 | -6.55% | Q3 2025 | Oct 14, 2025 |
| Quantbot Technologies LP | History | Reduced | 47,911 | 1,337 | 0.04% | 0.16% | 224 | -210,227 | -81.44% | Q3 2025 | Nov 12, 2025 |
| CIBC Asset Management Inc | History | Added to | 47,421 | 1,323 | 0.0% | 0.0% | 225 | +205 | 0.43% | Q3 2025 | Oct 31, 2025 |
| WBI INVESTMENTS, LLC | History | Added to | 46,028 | 1,284 | 0.33% | 0.21% | 226 | +13,184 | 40.14% | Q3 2025 | Nov 20, 2025 |
| Zurich Insurance Group Ltd/FI | History | No change | 45,900 | 1,281 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | New | 45,775 | 1,277 | 0.0% | — | 228 | +45,775 | New | Q3 2025 | Nov 13, 2025 |
| SEI INVESTMENTS CO | History | Added to | 44,052 | 1,229 | 0.0% | 0.0% | 229 | +436 | 1.0% | Q3 2025 | Nov 13, 2025 |
| State of Tennessee, Department of Treasury | History | No change | 43,953 | 1,226 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| TWIN CAPITAL MANAGEMENT INC | History | Reduced | 43,844 | 1,223 | 0.15% | 0.12% | 231 | -2,133 | -4.64% | Q3 2025 | Nov 05, 2025 |
| Oak Thistle LLC | History | Reduced | 43,546 | 1,215 | 0.19% | 0.25% | 232 | -26,485 | -37.82% | Q3 2025 | Oct 07, 2025 |
| DoubleLine ETF Adviser LP | History | Reduced | 43,017 | 1,200 | 0.36% | 0.35% | 233 | -1,024 | -2.33% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Added to | 42,866 | 1,196 | 0.02% | 0.0% | 235 | +40,910 | 2091.51% | Q3 2025 | Nov 14, 2025 |
| KBC Group NV | History | Reduced | 42,857 | 1,196 | 0.0% | 0.0% | 234 | -1,419 | -3.2% | Q3 2025 | Jan 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 41,846 | 1,167 | 0.02% | 0.01% | 236 | +9,938 | 31.15% | Q3 2025 | Oct 24, 2025 |
| Kerusso Capital Management LLC | History | Reduced | 41,510 | 1,158 | 0.71% | 0.67% | 237 | -2,509 | -5.7% | Q3 2025 | Oct 28, 2025 |
| Morningstar Investment Management LLC | History | New | 41,273 | 1,152 | 0.04% | — | 238 | +41,273 | New | Q3 2025 | Nov 17, 2025 |
| Ethic Inc. | History | Reduced | 41,196 | 1,149 | 0.02% | 0.02% | 239 | -13,716 | -24.98% | Q3 2025 | Oct 17, 2025 |
| Ascent Group, LLC | History | Added to | 40,468 | 1,129 | 0.04% | 0.03% | 240 | +6,846 | 20.36% | Q3 2025 | Oct 20, 2025 |
| Mutual Advisors, LLC | History | Reduced | 41,003 | 1,128 | 0.02% | 0.03% | 241 | -650 | -1.56% | Q3 2025 | Nov 04, 2025 |
| TD Waterhouse Canada Inc. | History | Reduced | 42,217 | 1,119 | 0.01% | 0.01% | 242 | -9,592 | -18.51% | Q3 2025 | Nov 03, 2025 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 39,695 | 1,107 | 0.01% | 0.01% | 243 | -2,701 | -6.37% | Q3 2025 | Oct 31, 2025 |
| Baird Financial Group, Inc. | History | Reduced | 39,678 | 1,107 | 0.0% | 0.0% | 244 | -1,130 | -2.77% | Q3 2025 | Nov 13, 2025 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,592 | 1,105 | 0.0% | 0.0% | 245 | +2,889 | 7.87% | Q3 2025 | Nov 12, 2025 |
| Mariner, LLC | History | Added to | 39,265 | 1,095 | 0.0% | 0.0% | 247 | +9,806 | 33.29% | Q3 2025 | Nov 14, 2025 |
| State of Alaska, Department of Revenue | History | Reduced | 39,256 | 1,095 | 0.01% | 0.01% | 246 | -2,309 | -5.56% | Q3 2025 | Oct 24, 2025 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 38,058 | 1,062 | 0.15% | 0.14% | 248 | -450 | -1.17% | Q3 2025 | Oct 14, 2025 |
| Investors Research Corp | History | No change | 37,118 | 1,035 | 0.19% | 0.18% | 249 | 0 | 0.0% | Q3 2025 | Oct 02, 2025 |
| Atria Investments, Inc | History | New | 37,064 | 1,034 | 0.01% | — | 250 | +37,064 | New | Q3 2025 | Nov 06, 2025 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 36,376 | 1,015 | 0.03% | 0.03% | 251 | +3,022 | 9.06% | Q3 2025 | Nov 04, 2025 |
| Wealthfront Advisers LLC | History | Added to | 36,299 | 1,013 | 0.0% | 0.0% | 253 | +1,373 | 3.93% | Q3 2025 | Nov 06, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,305 | 1,013 | 0.0% | 0.0% | 252 | +1,104 | 3.14% | Q3 2025 | Nov 14, 2025 |
| Centerline Wealth Advisors, LLC | History | No change | 36,174 | 1,009 | 0.44% | 0.43% | 254 | 0 | 0.0% | Q3 2025 | Oct 15, 2025 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 35,650 | 995 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | New | 35,598 | 994 | 0.06% | — | 256 | +35,598 | New | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,961 | 976 | 0.0% | 0.0% | 257 | -5,895 | -14.43% | Q3 2025 | Oct 22, 2025 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,897 | 973 | 0.0% | 0.0% | 258 | +3,382 | 10.73% | Q3 2025 | Nov 14, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 34,487 | 962 | 0.01% | 0.01% | 259 | +22,421 | 185.82% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 33,684 | 940 | 0.01% | 0.01% | 260 | +789 | 2.4% | Q3 2025 | Oct 31, 2025 |
| OSSIAM | History | Reduced | 33,515 | 935 | 0.01% | 0.02% | 261 | -23,156 | -40.86% | Q3 2025 | Nov 14, 2025 |
| Walleye Trading LLC | History | Reduced | 33,442 | 933 | 0.0% | 0.0% | 262 | -21,713 | -39.37% | Q3 2025 | Nov 14, 2025 |
| Norinchukin Bank, The | History | Added to | 33,068 | 922 | 0.01% | 0.01% | 263 | +2,167 | 7.01% | Q3 2025 | Nov 14, 2025 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,894 | 918 | 0.0% | 0.0% | 264 | +4,681 | 16.59% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Reduced | 31,797 | 887 | 0.0% | 0.0% | 265 | -2,253 | -6.62% | Q3 2025 | Nov 13, 2025 |
| Rafferty Asset Management, LLC | History | Reduced | 31,214 | 871 | 0.0% | 0.0% | 266 | -116 | -0.37% | Q3 2025 | Nov 12, 2025 |
| LMCG INVESTMENTS, LLC | History | Reduced | 30,486 | 850 | 0.05% | 0.05% | 267 | -992 | -3.15% | Q3 2025 | Oct 29, 2025 |
| US BANCORP \DE\ | History | Added to | 30,396 | 848 | 0.0% | 0.0% | 268 | +8,955 | 41.77% | Q3 2025 | Nov 12, 2025 |
| Voleon Capital Management LP | History | New | 29,461 | 822 | 0.02% | — | 269 | +29,461 | New | Q3 2025 | Nov 14, 2025 |
| Councilmark Asset Management, LLC | History | Reduced | 29,066 | 811 | 0.46% | 0.51% | 270 | -4,030 | -12.18% | Q3 2025 | Nov 05, 2025 |
| Elevated Capital Advisors, LLC | History | Reduced | 28,793 | 803 | 0.2% | 0.23% | 271 | -887 | -2.99% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | New | 28,227 | 787 | 0.0% | — | 272 | +28,227 | New | Q3 2025 | Nov 14, 2025 |
| FOSTER & MOTLEY INC | History | Reduced | 28,092 | 784 | 0.04% | 0.04% | 273 | -1,873 | -6.25% | Q3 2025 | Oct 23, 2025 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 28,100 | 784 | 0.05% | 0.04% | 274 | -1,530 | -5.16% | Q3 2025 | Oct 21, 2025 |
| FineMark National Bank & Trust | History | Reduced | 27,736 | 774 | 0.03% | 0.02% | 275 | -2,036 | -6.84% | Q3 2025 | Nov 12, 2025 |
| GREENLEAF TRUST | History | Added to | 27,442 | 765 | 0.01% | 0.01% | 276 | +1,076 | 4.08% | Q3 2025 | Oct 22, 2025 |
| Athos Capital Ltd | History | Added to | 26,819 | 749 | 0.47% | 0.92% | 277 | +1,819 | 7.28% | Q3 2025 | Nov 13, 2025 |
| Aberdeen Group plc | History | Reduced | 27,588 | 747 | 0.0% | 0.01% | 278 | -254,713 | -90.23% | Q3 2025 | Nov 07, 2025 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,566 | 741 | 0.01% | 0.01% | 279 | +898 | 3.5% | Q3 2025 | Oct 23, 2025 |
| Daiwa Securities Group Inc. | History | Added to | 26,501 | 740 | 0.0% | 0.0% | 280 | +1,179 | 4.66% | Q3 2025 | Nov 14, 2025 |
| MIZUHO SECURITIES USA LLC | History | Added to | 26,676 | 715 | 0.01% | 0.01% | 281 | +1,128 | 4.42% | Q3 2025 | Oct 22, 2025 |
| Federation des caisses Desjardins du Quebec | History | Added to | 25,535 | 712 | 0.0% | 0.0% | 282 | +25,103 | 5810.88% | Q3 2025 | Nov 14, 2025 |
| PROFUND ADVISORS LLC | History | Added to | 25,471 | 710 | 0.02% | 0.01% | 283 | +9,235 | 56.88% | Q3 2025 | Nov 06, 2025 |
| Horrell Capital Management, Inc. | History | Reduced | 25,182 | 702 | 0.3% | 0.27% | 284 | -2,245 | -8.19% | Q3 2025 | Nov 07, 2025 |
| Frank, Rimerman Advisors LLC | History | Added to | 24,730 | 690 | 0.04% | 0.01% | 285 | +16,285 | 192.84% | Q3 2025 | Nov 04, 2025 |
| Board of the Pension Protection Fund | History | New | 24,000 | 669 | 0.66% | — | 287 | +24,000 | New | Q3 2025 | Oct 09, 2025 |
| ROCKLAND TRUST CO | History | Reduced | 23,985 | 669 | 0.03% | 0.03% | 286 | -141 | -0.58% | Q3 2025 | Nov 06, 2025 |
| Sanctuary Advisors, LLC | History | Reduced | 24,447 | 663 | 0.0% | 0.0% | 288 | -3,451 | -12.37% | Q3 2025 | Jan 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 23,743 | 662 | 0.12% | 0.11% | 289 | -290 | -1.21% | Q3 2025 | Nov 10, 2025 |
| HANCOCK WHITNEY CORP | History | Added to | 23,040 | 643 | 0.01% | 0.01% | 290 | +2,094 | 10.0% | Q3 2025 | Nov 17, 2025 |
| Basepoint Wealth LLC | History | Reduced | 23,008 | 642 | 0.45% | 0.45% | 291 | -854 | -3.58% | Q3 2025 | Nov 13, 2025 |
| Sterling Capital Management LLC | History | Reduced | 22,804 | 636 | 0.01% | 0.01% | 292 | -1,747 | -7.12% | Q3 2025 | Nov 12, 2025 |
| Vestcor Inc | History | No change | 22,478 | 627 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Freestone Capital Holdings, LLC | History | Reduced | 22,282 | 621 | 0.02% | 0.02% | 294 | -221 | -0.98% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 22,245 | 620 | 0.02% | 0.04% | 295 | -44,414 | -66.63% | Q3 2025 | Nov 14, 2025 |
| Quantessence Capital LLC | History | Reduced | 21,675 | 604 | 0.19% | 0.17% | 296 | -1,826 | -7.77% | Q3 2025 | Nov 14, 2025 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 21,594 | 602 | 0.05% | 0.05% | 297 | +1,531 | 7.63% | Q3 2025 | Dec 15, 2025 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,475 | 595 | 0.0% | 0.0% | 298 | -364 | -1.59% | Q3 2025 | Oct 20, 2025 |
| Limestone Investment Advisors LP | History | New | 21,300 | 594 | 0.05% | — | 299 | +21,300 | New | Q3 2025 | Nov 13, 2025 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Reduced | 21,075 | 588 | 0.02% | 0.02% | 300 | -563 | -2.6% | Q3 2025 | Nov 04, 2025 |
| Hilltop Holdings Inc. | History | Reduced | 20,952 | 584 | 0.03% | 0.03% | 301 | -524 | -2.44% | Q3 2025 | Nov 14, 2025 |
| PATRON PARTNERS, LLC | History | Added to | 20,881 | 582 | 0.26% | 0.24% | 302 | +908 | 4.55% | Q3 2025 | Oct 31, 2025 |
| Cadence Bank | History | Added to | 20,473 | 571 | 0.03% | 0.03% | 303 | +30 | 0.15% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Wealth | History | Reduced | 20,177 | 563 | 0.0% | 0.0% | 304 | -4,073 | -16.8% | Q3 2025 | Nov 14, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 19,984 | 557 | 0.0% | 0.0% | 305 | -3,692 | -15.59% | Q3 2025 | Nov 07, 2025 |
| Merit Financial Group, LLC | History | Reduced | 19,962 | 557 | 0.01% | 0.01% | 306 | -303 | -1.5% | Q3 2025 | Nov 07, 2025 |
| Farther Finance Advisors, LLC | History | Added to | 19,865 | 554 | 0.01% | 0.01% | 307 | +1,567 | 8.56% | Q3 2025 | Oct 14, 2025 |
| MAI Capital Management | History | Added to | 19,776 | 551 | 0.0% | 0.0% | 308 | +10,130 | 105.02% | Q3 2025 | Nov 10, 2025 |
| Symphony Financial, Ltd. Co. | History | Added to | 19,961 | 541 | 0.07% | 0.07% | 309 | +595 | 3.07% | Q3 2025 | Oct 31, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 19,382 | 540 | 0.0% | 0.0% | 311 | -3,891 | -16.72% | Q3 2025 | Oct 30, 2025 |
| &PARTNERS | History | Added to | 19,374 | 540 | 0.0% | 0.0% | 310 | +3,352 | 20.92% | Q3 2025 | Nov 14, 2025 |
| Engineers Gate Manager LP | History | Reduced | 19,284 | 538 | 0.01% | 0.02% | 312 | -39,460 | -67.17% | Q3 2025 | Nov 14, 2025 |
| Louisiana State Employees Retirement System | History | Reduced | 19,200 | 535 | 0.01% | 0.01% | 313 | -300 | -1.54% | Q3 2025 | Oct 22, 2025 |
| AlphaQuest LLC | History | Reduced | 19,157 | 534 | 0.03% | 0.09% | 314 | -19,015 | -49.81% | Q3 2025 | Nov 03, 2025 |
| Intrua Financial, LLC | History | Reduced | 18,889 | 527 | 0.06% | 0.06% | 315 | -264 | -1.38% | Q3 2025 | Oct 29, 2025 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,699 | 521 | 0.0% | 0.0% | 316 | -833 | -4.26% | Q3 2025 | Nov 03, 2025 |
| Kintegral Advisory, LLC | History | Reduced | 18,419 | 514 | 0.04% | 0.04% | 317 | -82 | -0.44% | Q3 2025 | Nov 05, 2025 |
| Pensionfund Sabic | History | No change | 18,200 | 508 | 0.14% | 0.13% | 318 | 0 | 0.0% | Q3 2025 | Mar 26, 2026 |
| Burford Brothers, Inc. | History | New | 18,165 | 506 | 0.22% | — | 320 | +18,165 | New | Q3 2025 | Oct 23, 2025 |
| ASR Vermogensbeheer N.V. | History | Reduced | 18,155 | 506 | 0.01% | 0.01% | 319 | -209 | -1.14% | Q3 2025 | Oct 28, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 17,931 | 500 | 0.0% | 0.0% | 321 | -95,794 | -84.23% | Q3 2025 | Oct 27, 2025 |
| Advisor OS, LLC | History | Reduced | 17,888 | 499 | 0.04% | 0.04% | 322 | -626 | -3.38% | Q3 2025 | Nov 12, 2025 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 17,686 | 493 | 0.01% | 0.01% | 323 | -1,593 | -8.26% | Q3 2025 | Oct 23, 2025 |
| Venturi Wealth Management, LLC | History | Reduced | 17,508 | 488 | 0.02% | 0.03% | 325 | -8,396 | -32.41% | Q3 2025 | Oct 23, 2025 |
| Ballentine Partners, LLC | History | Added to | 17,507 | 488 | 0.01% | 0.0% | 324 | +5,640 | 47.53% | Q3 2025 | Nov 03, 2025 |
| E. Ohman J:or Asset Management AB | History | No change | 17,500 | 488 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Asset Management One Co., Ltd. | History | Added to | 17,426 | 486 | 0.0% | 0.0% | 327 | +3,260 | 23.01% | Q3 2025 | Oct 22, 2025 |
| Maryland State Retirement & Pension System | History | No change | 17,378 | 485 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |
| MJP ASSOCIATES INC /ADV | History | Added to | 17,358 | 484 | 0.06% | 0.06% | 329 | +1,411 | 8.85% | Q3 2025 | Nov 07, 2025 |
| XTX Topco Ltd | History | Reduced | 17,057 | 476 | 0.02% | 0.17% | 330 | -153,865 | -90.02% | Q3 2025 | Nov 14, 2025 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 16,933 | 472 | 0.0% | 0.01% | 331 | -6,484 | -27.69% | Q3 2025 | Oct 21, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,847 | 470 | 0.01% | 0.01% | 332 | -138 | -0.81% | Q3 2025 | Nov 04, 2025 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Reduced | 16,716 | 467 | 0.01% | 0.01% | 333 | -700 | -4.02% | Q3 2025 | Dec 15, 2025 |
| BESSEMER GROUP INC | History | Added to | 16,663 | 465 | 0.0% | 0.0% | 334 | +2,449 | 17.23% | Q3 2025 | Nov 05, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 16,601 | 463 | 0.0% | 0.01% | 335 | -1,099 | -6.21% | Q3 2025 | Oct 14, 2025 |
| STEPHENS INC /AR/ | History | Added to | 16,566 | 462 | 0.01% | 0.01% | 336 | +187 | 1.14% | Q3 2025 | Oct 27, 2025 |
| Prosperity Consulting Group, LLC | History | Added to | 16,503 | 460 | 0.02% | 0.02% | 337 | +3,031 | 22.5% | Q3 2025 | Nov 14, 2025 |
| Vise Technologies, Inc. | History | Added to | 16,415 | 458 | 0.02% | 0.01% | 338 | +2,001 | 13.88% | Q3 2025 | Nov 13, 2025 |
| Curat Global, LLC | History | No change | 16,440 | 457 | 0.43% | 0.38% | 339 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 16,341 | 456 | 0.0% | 0.0% | 340 | -483 | -2.87% | Q3 2025 | Nov 10, 2025 |
| Trivium Point Advisory, LLC | History | Added to | 16,287 | 454 | 0.05% | 0.04% | 341 | +897 | 5.83% | Q3 2025 | Nov 12, 2025 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 16,215 | 452 | 0.0% | — | 342 | +16,215 | New | Q3 2025 | Nov 06, 2025 |
| Sequoia Financial Advisors, LLC | History | New | 16,120 | 449 | 0.0% | — | 343 | +16,120 | New | Q3 2025 | Oct 29, 2025 |
| HB Wealth Management, LLC | History | Added to | 16,110 | 449 | 0.0% | 0.0% | 344 | +1,028 | 6.82% | Q3 2025 | Oct 23, 2025 |
| Howard Capital Management Inc. | History | Added to | 15,753 | 439 | 0.01% | 0.01% | 345 | +1,787 | 12.8% | Q3 2025 | Nov 04, 2025 |
| WealthPLAN Partners, LLC | History | Reduced | 15,383 | 429 | 0.06% | 0.07% | 346 | -1,325 | -7.93% | Q3 2025 | Oct 27, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,204 | 424 | 0.01% | 0.01% | 347 | -1,000 | -6.17% | Q3 2025 | Nov 17, 2025 |
| Neo Ivy Capital Management | History | Reduced | 14,738 | 411 | 0.1% | 0.29% | 348 | -22,582 | -60.51% | Q3 2025 | Nov 12, 2025 |
| Manske Wealth Management | History | Added to | 14,738 | 411 | 0.13% | 0.11% | 349 | +900 | 6.5% | Q3 2025 | Nov 12, 2025 |
| J. Team Financial, Inc. | History | New | 14,699 | 410 | 0.42% | — | 350 | +14,699 | New | Q3 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,557 | 409 | 0.0% | 0.0% | 351 | +1,828 | 13.31% | Q3 2025 | Nov 04, 2025 |
| Arkadios Wealth Advisors | History | Added to | 14,575 | 406 | 0.01% | 0.01% | 352 | +37 | 0.25% | Q3 2025 | Oct 29, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 14,351 | 400 | 0.01% | 0.01% | 353 | -557 | -3.74% | Q3 2025 | Nov 13, 2025 |
| Kendall Capital Management | History | New | 14,260 | 397 | 0.09% | — | 354 | +14,260 | New | Q3 2025 | Nov 13, 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,111 | 394 | 0.0% | 0.0% | 355 | -424 | -2.92% | Q3 2025 | Nov 04, 2025 |
| Empirical Finance, LLC | History | Added to | 14,120 | 394 | 0.02% | 0.02% | 356 | +130 | 0.93% | Q3 2025 | Nov 13, 2025 |
| Kestra Investment Management, LLC | History | Reduced | 13,997 | 390 | 0.01% | 0.02% | 358 | -8,647 | -38.19% | Q3 2025 | Nov 17, 2025 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 14,000 | 390 | 0.16% | 0.15% | 357 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| OMERS ADMINISTRATION Corp | History | No change | 13,643 | 380 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Larson Financial Group LLC | History | Reduced | 13,530 | 377 | 0.01% | 0.02% | 360 | -6,066 | -30.96% | Q3 2025 | Nov 14, 2025 |
| GSA CAPITAL PARTNERS LLP | History | New | 13,464 | 376 | 0.03% | — | 361 | +13,464 | New | Q3 2025 | Nov 07, 2025 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 13,253 | 369 | 0.0% | 0.0% | 362 | -343 | -2.52% | Q3 2025 | Nov 12, 2025 |
| Bleakley Financial Group, LLC | History | New | 13,147 | 366 | 0.01% | — | 363 | +13,147 | New | Q3 2025 | Nov 10, 2025 |
| Prairie Wealth Advisors, Inc. | History | No change | 13,100 | 365 | 0.15% | 0.14% | 364 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Silver Lake Advisory, LLC | History | Added to | 12,922 | 360 | 0.14% | 0.13% | 365 | +159 | 1.25% | Q3 2025 | Oct 15, 2025 |
| Summit Financial, LLC | History | Reduced | 12,920 | 360 | 0.01% | 0.01% | 366 | -111 | -0.85% | Q3 2025 | Nov 14, 2025 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 12,868 | 359 | 0.0% | 0.0% | 367 | -1,724 | -11.81% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,633 | 352 | 0.05% | — | 368 | +12,633 | New | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 12,600 | 351 | 0.0% | 0.0% | 369 | -4,000 | -24.1% | Q3 2025 | Nov 12, 2025 |
| Banque Cantonale Vaudoise | History | No change | 12,477 | 348 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 12,374 | 345 | 0.0% | 0.0% | 371 | -591 | -4.56% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,348 | 344 | 0.0% | 0.0% | 372 | -99 | -0.8% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 12,258 | 342 | 0.0% | 0.0% | 373 | -270 | -2.16% | Q3 2025 | Nov 13, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 12,201 | 340 | 0.0% | 0.0% | 374 | +95 | 0.78% | Q3 2025 | Nov 14, 2025 |
| Old North State Wealth Management, LLC | History | Reduced | 12,127 | 338 | 0.16% | 0.2% | 376 | -3,459 | -22.19% | Q3 2025 | Oct 17, 2025 |
| BRIGHTON JONES LLC | History | Added to | 12,117 | 338 | 0.01% | 0.01% | 375 | +2,086 | 20.8% | Q3 2025 | Oct 14, 2025 |
| AE Wealth Management LLC | History | Added to | 12,092 | 337 | 0.0% | 0.0% | 377 | +540 | 4.67% | Q3 2025 | Nov 03, 2025 |
| INTRUST BANK NA | History | Reduced | 11,990 | 334 | 0.03% | 0.03% | 378 | -2,025 | -14.45% | Q3 2025 | Nov 10, 2025 |
| GAMMA Investing LLC | History | Added to | 11,905 | 332 | 0.02% | 0.01% | 379 | +2,327 | 24.3% | Q3 2025 | Oct 02, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 11,725 | 327 | 0.01% | 0.01% | 380 | -4,470 | -27.6% | Q3 2025 | Oct 31, 2025 |
| Callan Family Office, LLC | History | Added to | 11,677 | 325 | 0.01% | 0.01% | 382 | +1,243 | 11.91% | Q3 2025 | Nov 04, 2025 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 11,674 | 325 | 0.0% | 0.0% | 381 | -121 | -1.03% | Q3 2025 | Nov 07, 2025 |
| SEEDS INVESTOR LLC | History | Added to | 11,497 | 320 | 0.07% | 0.06% | 383 | +1,254 | 12.24% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 11,344 | 316 | 0.01% | 0.01% | 386 | -10,247 | -47.46% | Q3 2025 | Oct 31, 2025 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 11,340 | 316 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q3 2025 | Oct 01, 2025 |
| Trust Co | History | No change | 11,330 | 316 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q3 2025 | Oct 06, 2025 |
| V-Square Quantitative Management LLC | History | No change | 11,307 | 315 | 0.05% | 0.04% | 387 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Lynx Investment Advisory | History | Reduced | 11,024 | 307 | 0.18% | 0.18% | 388 | -405 | -3.54% | Q3 2025 | Nov 06, 2025 |
| South Dakota Investment Council | History | No change | 10,700 | 299 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| REGIONS FINANCIAL CORP | History | No change | 10,686 | 298 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q3 2025 | Nov 19, 2025 |
| Essex Financial Services, Inc. | History | Added to | 10,583 | 295 | 0.02% | 0.02% | 391 | +530 | 5.27% | Q3 2025 | Nov 07, 2025 |
| Nilsine Partners, LLC | History | Added to | 10,425 | 290 | 0.03% | 0.03% | 392 | +92 | 0.89% | Q3 2025 | Oct 06, 2025 |
| Cyndeo Wealth Partners, LLC | History | Added to | 10,406 | 290 | 0.02% | 0.02% | 393 | +20 | 0.19% | Q3 2025 | Oct 10, 2025 |
| SageView Advisory Group, LLC | History | Added to | 10,370 | 289 | 0.01% | 0.01% | 394 | +1,644 | 18.84% | Q3 2025 | Nov 13, 2025 |
| Caitlin John, LLC | History | Added to | 10,371 | 289 | 0.2% | 0.22% | 395 | +448 | 4.51% | Q3 2025 | Nov 12, 2025 |
| Aristides Capital LLC | History | New | 10,294 | 287 | 0.04% | — | 396 | +10,294 | New | Q3 2025 | Nov 13, 2025 |
| Jefferies Financial Group Inc. | History | New | 10,223 | 285 | 0.0% | — | 397 | +10,223 | New | Q3 2025 | Nov 13, 2025 |
| UMB Bank, n.a. | History | Reduced | 10,229 | 285 | 0.0% | 0.01% | 398 | -6,672 | -39.48% | Q3 2025 | Nov 04, 2025 |
| Catalyst Funds Management Pty Ltd | History | Reduced | 10,200 | 284 | 0.04% | 0.35% | 399 | -42,070 | -80.49% | Q3 2025 | Nov 12, 2025 |
| SOA Wealth Advisors, LLC. | History | No change | 10,009 | 279 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| MUFG SECURITIES AMERICAS INC. | History | Added to | 9,877 | 275 | 0.02% | 0.02% | 401 | +1,683 | 20.54% | Q3 2025 | Nov 10, 2025 |
| Allianz Asset Management GmbH | History | Added to | 9,863 | 275 | 0.0% | 0.0% | 403 | +1,193 | 13.76% | Q3 2025 | Nov 04, 2025 |
| First Heartland Consultants, Inc. | History | Reduced | 9,868 | 275 | 0.02% | 0.02% | 402 | -84 | -0.84% | Q3 2025 | Nov 10, 2025 |
| Impact Partnership Wealth, LLC | History | Reduced | 9,775 | 272 | 0.04% | 0.05% | 404 | -742 | -7.06% | Q3 2025 | Nov 03, 2025 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 9,736 | 271 | 0.03% | 0.03% | 405 | -94 | -0.96% | Q3 2025 | Nov 06, 2025 |
| CX Institutional | History | Added to | 9,593 | 268 | 0.01% | 0.01% | 406 | +3,240 | 51.0% | Q3 2025 | Oct 23, 2025 |
| PharVision Advisers, LLC | History | New | 9,584 | 267 | 0.15% | — | 407 | +9,584 | New | Q3 2025 | Nov 17, 2025 |
| Schonfeld Strategic Advisors LLC | History | New | 9,451 | 263 | 0.0% | — | 408 | +9,451 | New | Q3 2025 | Nov 14, 2025 |
| Jain Global LLC | History | Reduced | 9,344 | 260 | 0.0% | 0.01% | 409 | -41,290 | -81.55% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Added to | 9,225 | 257 | 0.0% | 0.0% | 410 | +454 | 5.18% | Q3 2025 | Nov 14, 2025 |
| Csenge Advisory Group | History | Added to | 9,169 | 255 | 0.01% | 0.01% | 411 | +93 | 1.02% | Q3 2025 | Oct 28, 2025 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,105 | 254 | 0.0% | 0.0% | 412 | +5,664 | 164.6% | Q3 2025 | Nov 12, 2025 |
| Janney Montgomery Scott LLC | History | Reduced | 9,053 | 253 | 0.0% | 0.0% | 413 | -2,125 | -19.01% | Q3 2025 | Oct 27, 2025 |
| Beacon Bank & Trust | History | Reduced | 9,053 | 252 | 0.05% | 0.06% | 414 | -1,579 | -14.85% | Q3 2025 | Oct 24, 2025 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 8,968 | 250 | 0.04% | 0.05% | 415 | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| Lido Advisors, LLC | History | New | 8,912 | 248 | 0.0% | — | 416 | +8,912 | New | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Added to | 8,819 | 246 | 0.0% | 0.0% | 417 | +3 | 0.03% | Q3 2025 | Oct 30, 2025 |
| NOMURA HOLDINGS INC | History | New | 8,800 | 245 | 0.0% | — | 418 | +8,800 | New | Q3 2025 | Nov 14, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 8,550 | 238 | 0.02% | 0.02% | 419 | -37 | -0.43% | Q3 2025 | Oct 06, 2025 |
| Metis Global Partners, LLC | History | Reduced | 8,447 | 235 | 0.01% | 0.01% | 421 | -617 | -6.81% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,438 | 235 | 0.0% | 0.0% | 420 | +239 | 2.91% | Q3 2025 | Nov 12, 2025 |
| MGO ONE SEVEN LLC | History | New | 8,389 | 234 | 0.01% | — | 423 | +8,389 | New | Q3 2025 | Oct 24, 2025 |
| HM PAYSON & CO | History | No change | 8,415 | 234 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| CIBC Private Wealth Group LLC | History | Added to | 8,324 | 232 | 0.0% | 0.0% | 424 | +2,795 | 50.55% | Q3 2025 | Nov 24, 2025 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 8,334 | 232 | 0.1% | 0.09% | 425 | +8 | 0.1% | Q3 2025 | Nov 07, 2025 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,151 | 227 | 0.0% | 0.0% | 426 | -560 | -6.43% | Q3 2025 | Nov 19, 2025 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 8,127 | 226 | 0.01% | — | 427 | +8,127 | New | Q3 2025 | Oct 21, 2025 |
| Paragon Capital Management Ltd | History | Reduced | 8,032 | 224 | 0.04% | 0.04% | 428 | -398 | -4.72% | Q3 2025 | Oct 15, 2025 |
| Requisite Capital Management, LLC | History | New | 7,812 | 218 | 0.04% | — | 429 | +7,812 | New | Q3 2025 | Nov 12, 2025 |
| Orion Porfolio Solutions, LLC | History | New | 7,675 | 214 | 0.0% | — | 430 | +7,675 | New | Q3 2025 | Nov 12, 2025 |
| Forum Financial Management, LP | History | New | 7,612 | 212 | 0.0% | — | 431 | +7,612 | New | Q3 2025 | Oct 24, 2025 |
| NYL Investors LLC | History | No change | 7,584 | 211 | 0.07% | 0.05% | 432 | 0 | 0.0% | Q3 2025 | Nov 04, 2025 |
| Applied Finance Capital Management, LLC | History | Reduced | 7,481 | 208 | 0.01% | 0.02% | 433 | -2,495 | -25.01% | Q3 2025 | Nov 06, 2025 |
| AUXIER ASSET MANAGEMENT LLC | History | New | 7,430 | 207 | 0.03% | — | 434 | +7,430 | New | Q3 2025 | Nov 19, 2025 |
| MARINO, STRAM & ASSOCIATES LLC | History | New | 7,298 | 203 | 0.04% | — | 435 | +7,298 | New | Q3 2025 | Nov 03, 2025 |
| SYON CAPITAL LLC | History | New | 7,208 | 201 | 0.01% | — | 437 | +7,208 | New | Q3 2025 | Nov 07, 2025 |
| IEQ CAPITAL, LLC | History | New | 7,206 | 201 | 0.0% | — | 436 | +7,206 | New | Q3 2025 | Nov 14, 2025 |
| Prestige Wealth Management Group LLC | History | Reduced | 7,153 | 199 | 0.04% | 0.05% | 438 | -3,028 | -29.74% | Q3 2025 | Feb 20, 2026 |
| Advisory Services Network, LLC | History | New | 7,088 | 197 | 0.0% | — | 439 | +7,088 | New | Q3 2025 | Nov 18, 2025 |
| MONTAG A & ASSOCIATES INC | History | No change | 7,000 | 195 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Johnson Financial Group, Inc. | History | Reduced | 6,767 | 188 | 0.01% | 0.01% | 441 | -1,168 | -14.72% | Q3 2025 | Nov 13, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,613 | 184 | 0.01% | 0.0% | 442 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| Nova Wealth Management, Inc. | History | Reduced | 6,563 | 183 | 0.13% | 0.13% | 443 | -575 | -8.06% | Q3 2025 | Oct 07, 2025 |
| Covestor Ltd | History | Reduced | 6,338 | 177 | 0.1% | 0.13% | 444 | -2,501 | -28.3% | Q3 2025 | Oct 30, 2025 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,309 | 176 | 0.01% | 0.01% | 445 | -33 | -0.52% | Q3 2025 | Nov 12, 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 6,291 | 175 | 0.0% | 0.0% | 446 | -107,029 | -94.45% | Q3 2025 | Nov 14, 2025 |
| Y.D. More Investments Ltd | History | Added to | 6,271 | 175 | 0.01% | 0.01% | 447 | +584 | 10.27% | Q3 2025 | Nov 10, 2025 |
| WHITTIER TRUST CO | History | Reduced | 6,083 | 161 | 0.0% | 0.0% | 448 | -105 | -1.7% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Reduced | 5,762 | 160 | 0.0% | 0.0% | 449 | -133 | -2.26% | Q3 2025 | Nov 14, 2025 |
| CENTRAL TRUST Co | History | Reduced | 5,244 | 146 | 0.0% | 0.0% | 450 | -546 | -9.43% | Q3 2025 | Nov 06, 2025 |
| Parallel Advisors, LLC | History | Added to | 5,115 | 142 | 0.0% | 0.0% | 451 | +561 | 12.32% | Q3 2025 | Nov 13, 2025 |
| CI INVESTMENTS INC. | History | Reduced | 4,983 | 139 | 0.0% | 0.0% | 452 | -2,525 | -33.63% | Q3 2025 | Nov 12, 2025 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,917 | 137 | 0.08% | 0.07% | 453 | +912 | 22.77% | Q3 2025 | Oct 28, 2025 |
| Canada Post Corp Registered Pension Plan | History | No change | 5,028 | 136 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Central Pacific Bank - Trust Division | History | No change | 4,500 | 125 | 0.02% | 0.01% | 455 | 0 | 0.0% | Q3 2025 | Oct 02, 2025 |
| Addison Advisors LLC | History | Reduced | 4,428 | 123 | 0.03% | 0.03% | 456 | -125 | -2.75% | Q3 2025 | Nov 07, 2025 |
| IFP Advisors, Inc | History | Reduced | 4,303 | 120 | 0.0% | 0.0% | 457 | -776 | -15.28% | Q3 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 4,062 | 113 | 0.04% | 0.0% | 459 | +3,880 | 2131.87% | Q3 2025 | Nov 12, 2025 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 4,176 | 113 | 0.0% | 0.0% | 458 | -237 | -5.37% | Q3 2025 | Oct 31, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 4,009 | 111 | 0.02% | 0.02% | 460 | -445 | -9.99% | Q3 2025 | Oct 17, 2025 |
| Blue Trust, Inc. | History | Reduced | 3,843 | 107 | 0.0% | 0.0% | 461 | -1,057 | -21.57% | Q3 2025 | Oct 16, 2025 |
| Ancora Advisors LLC | History | No change | 3,750 | 104 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| CITY HOLDING CO | History | Reduced | 3,578 | 99 | 0.01% | 0.02% | 463 | -2,148 | -37.51% | Q3 2025 | Oct 22, 2025 |
| Ameritas Investment Partners, Inc. | History | Reduced | 3,522 | 98 | 0.0% | 0.0% | 464 | -275 | -7.24% | Q3 2025 | Nov 10, 2025 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | History | New | 3,480 | 97 | 0.03% | — | 465 | +3,480 | New | Q3 2025 | Oct 08, 2025 |
| Global Retirement Partners, LLC | History | Added to | 3,508 | 97 | 0.0% | 0.0% | 466 | +1,444 | 69.96% | Q3 2025 | Oct 21, 2025 |
| Colonial Trust Co / SC | History | No change | 3,421 | 95 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| Parvin Asset Management, LLC | History | Reduced | 3,350 | 93 | 0.08% | 0.11% | 468 | -1,300 | -27.96% | Q3 2025 | Nov 17, 2025 |
| ASSETMARK, INC | History | Added to | 3,106 | 86 | 0.0% | 0.0% | 469 | +35 | 1.14% | Q3 2025 | Nov 06, 2025 |
| Employees Retirement System of Texas | History | No change | 3,053 | 85 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| C M BIDWELL & ASSOCIATES LTD | History | New | 2,980 | 83 | 0.04% | — | 471 | +2,980 | New | Q3 2025 | Nov 13, 2025 |
| Rockefeller Capital Management L.P. | History | New | 2,828 | 78 | 0.0% | — | 473 | +2,828 | New | Q3 2025 | Nov 14, 2025 |
| DANSKE BANK A/S | History | Reduced | 2,800 | 78 | 0.0% | 0.0% | 472 | -10 | -0.36% | Q3 2025 | Nov 19, 2025 |
| Security National Bank | History | No change | 2,756 | 76 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| SIGNATUREFD, LLC | History | Reduced | 2,617 | 73 | 0.0% | 0.0% | 475 | -380 | -12.68% | Q3 2025 | Oct 21, 2025 |
| Raiffeisen Bank International AG | History | Added to | 2,566 | 69 | 0.0% | 0.0% | 477 | +1,051 | 69.37% | Q3 2025 | Nov 10, 2025 |
| PRIVATE TRUST CO NA | History | Reduced | 2,505 | 69 | 0.01% | 0.01% | 476 | -101 | -3.88% | Q3 2025 | Oct 15, 2025 |
| Oakworth Capital, Inc. | History | Added to | 2,405 | 67 | 0.0% | 0.0% | 478 | +2,200 | 1073.17% | Q3 2025 | Nov 04, 2025 |
| Grove Bank & Trust | History | No change | 2,204 | 61 | 0.01% | 0.01% | 479 | 0 | 0.0% | Q3 2025 | Oct 06, 2025 |
| Silvant Capital Management LLC | History | No change | 2,118 | 59 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2025 | Nov 18, 2025 |
| Rakuten Investment Management, Inc. | History | New | 29,600 | 57 | 0.0% | — | 482 | +29,600 | New | Q3 2025 | Oct 30, 2025 |
| Smartleaf Asset Management LLC | History | Added to | 2,138 | 57 | 0.0% | 0.0% | 481 | +216 | 11.24% | Q3 2025 | Nov 05, 2025 |
| NewEdge Advisors, LLC | History | Added to | 2,025 | 56 | 0.0% | 0.0% | 483 | +97 | 5.03% | Q3 2025 | Nov 17, 2025 |
| Quent Capital, LLC | History | New | 1,980 | 55 | 0.0% | — | 485 | +1,980 | New | Q3 2025 | Oct 27, 2025 |
| Parkside Financial Bank & Trust | History | Added to | 1,974 | 55 | 0.0% | 0.0% | 484 | +577 | 41.3% | Q3 2025 | Oct 30, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,900 | 53 | 0.0% | — | 486 | +1,870 | 6233.33% | Q3 2025 | Nov 07, 2025 |
| FEDERATED HERMES, INC. | History | Reduced | 1,586 | 44 | 0.0% | 0.0% | 487 | -30,791 | -95.1% | Q3 2025 | Nov 03, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 1,570 | 43 | 0.0% | 0.0% | 488 | -341 | -17.84% | Q3 2025 | Nov 10, 2025 |
| Manchester Capital Management LLC | History | Reduced | 1,435 | 40 | 0.01% | 0.02% | 489 | -3,335 | -69.92% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | No change | 1,400 | 39 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| Cromwell Holdings LLC | History | Added to | 1,291 | 36 | 0.02% | 0.01% | 491 | +710 | 122.2% | Q3 2025 | Oct 24, 2025 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,283 | 35 | 0.0% | 0.0% | 492 | +480 | 59.78% | Q3 2025 | Nov 10, 2025 |
| FIRST HORIZON CORP | History | New | 1,171 | 32 | 0.0% | — | 493 | +1,171 | New | Q3 2025 | Oct 27, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,126 | 31 | 0.0% | 0.0% | 494 | -63 | -5.3% | Q3 2025 | Oct 27, 2025 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 1,091 | 30 | 0.05% | 0.05% | 495 | -156 | -12.51% | Q3 2025 | Oct 27, 2025 |
| ESL Trust Services, LLC | History | New | 1,040 | 29 | 0.01% | — | 496 | +1,040 | New | Q3 2025 | Nov 04, 2025 |
| CYBER HORNET ETFs LLC | History | Added to | 1,050 | 29 | 0.02% | 0.02% | 497 | +38 | 3.75% | Q3 2025 | Nov 17, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 1,008 | 28 | 0.0% | — | 498 | +1,008 | New | Q3 2025 | Nov 13, 2025 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Reduced | 1,018 | 28 | 0.02% | 0.02% | 499 | -121 | -10.62% | Q3 2025 | Nov 05, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 935 | 26 | 0.0% | 0.0% | 500 | -97 | -9.4% | Q3 2025 | Nov 12, 2025 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 807 | 23 | 0.0% | 0.0% | 501 | +767 | 1917.5% | Q3 2025 | Nov 05, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 797 | 22 | 0.0% | 0.0% | 502 | -213 | -21.09% | Q3 2025 | Oct 22, 2025 |
| Smithfield Trust Co | History | Reduced | 760 | 21 | 0.0% | 0.0% | 503 | -97 | -11.32% | Q3 2025 | Nov 07, 2025 |
| North Star Investment Management Corp. | History | No change | 725 | 20 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| First Pacific Financial | History | Added to | 699 | 19 | 0.0% | 0.0% | 505 | +120 | 20.73% | Q3 2025 | Oct 21, 2025 |
| Private Wealth Asset Management, LLC | History | Reduced | 660 | 18 | 0.0% | 0.01% | 508 | -3,400 | -83.74% | Q3 2025 | Nov 03, 2025 |
| Deseret Mutual Benefit Administrators | History | New | 678 | 18 | 0.01% | — | 507 | +678 | New | Q3 2025 | Oct 31, 2025 |
| Capital Analysts, LLC | History | Reduced | 643 | 18 | 0.0% | 0.0% | 506 | -73 | -10.2% | Q3 2025 | Nov 14, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 632 | 17 | 0.0% | 0.0% | 509 | +383 | 153.82% | Q3 2025 | Nov 13, 2025 |
| Root Financial Partners, LLC | History | New | 493 | 13 | 0.0% | — | 511 | +493 | New | Q3 2025 | Oct 29, 2025 |
| Rossby Financial, LCC | History | Added to | 524 | 13 | 0.0% | 0.0% | 512 | +357 | 213.77% | Q3 2025 | Nov 10, 2025 |
| Hartford Financial Management Inc. | History | No change | 473 | 13 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| Salomon & Ludwin, LLC | History | New | 489 | 12 | 0.0% | — | 515 | +489 | New | Q3 2025 | Oct 21, 2025 |
| Bayforest Capital Ltd | History | New | 458 | 12 | 0.01% | — | 517 | +458 | New | Q3 2025 | Oct 24, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 488 | 12 | 0.0% | 0.0% | 513 | +201 | 70.03% | Q3 2025 | Oct 31, 2025 |
| Colonial Trust Advisors | History | No change | 442 | 12 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2025 | Nov 10, 2025 |
| SITTNER & NELSON, LLC | History | No change | 452 | 12 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| North Capital, Inc. | History | No change | 432 | 12 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| GW&K Investment Management, LLC | History | Added to | 383 | 11 | 0.0% | 0.0% | 520 | +112 | 41.33% | Q3 2025 | Nov 12, 2025 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 418 | 11 | 0.0% | 0.0% | 519 | +39 | 10.29% | Q3 2025 | Nov 04, 2025 |
| Rise Advisors, LLC | History | No change | 416 | 11 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q3 2025 | Oct 08, 2025 |
| MATHER GROUP, LLC. | History | New | 345 | 9 | 0.0% | — | 522 | +345 | New | Q3 2025 | Oct 21, 2025 |
| Sachetta, LLC | History | Added to | 350 | 9 | 0.0% | 0.0% | 527 | +225 | 180.0% | Q3 2025 | Oct 24, 2025 |
| Clearstead Trust, LLC | History | Added to | 337 | 9 | 0.0% | 0.0% | 525 | +111 | 49.12% | Q3 2025 | Nov 10, 2025 |
| DT Investment Partners, LLC | History | No change | 343 | 9 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| Capital Advisors, Ltd. LLC | History | No change | 305 | 9 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2025 | Oct 16, 2025 |
| CoreFirst Bank & Trust | History | No change | 342 | 9 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2025 | Nov 13, 2025 |
| Millstone Evans Group, LLC | History | No change | 330 | 9 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 314 | 8 | 0.0% | 0.0% | 529 | -11 | -3.38% | Q3 2025 | Nov 05, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 288 | 8 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| COUNTRY TRUST BANK | History | New | 262 | 7 | 0.0% | — | 531 | +262 | New | Q3 2025 | Oct 28, 2025 |
| Global X Japan Co., Ltd. | History | Reduced | 280 | 7 | 0.0% | 0.0% | 534 | -75 | -21.13% | Q3 2025 | Oct 15, 2025 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 283 | 7 | 0.0% | 0.0% | 535 | +3 | 1.07% | Q3 2025 | Oct 15, 2025 |
| City State Bank | History | No change | 257 | 7 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2025 | Oct 16, 2025 |
| Decker Retirement Planning Inc. | History | No change | 269 | 7 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 223 | 6 | 0.0% | 0.0% | 536 | -35 | -13.57% | Q3 2025 | Nov 10, 2025 |
| SBI Securities Co., Ltd. | History | Added to | 234 | 6 | 0.0% | 0.0% | 537 | +3 | 1.3% | Q3 2025 | Nov 05, 2025 |
| CoreCap Advisors, LLC | History | Added to | 236 | 6 | 0.0% | 0.0% | 538 | +1 | 0.43% | Q3 2025 | Oct 22, 2025 |
| Pingora Partners LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Reduced | 186 | 5 | 0.0% | 0.0% | 541 | -36 | -16.22% | Q3 2025 | Nov 06, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 203 | 5 | 0.0% | 0.0% | 542 | -2 | -0.98% | Q3 2025 | Oct 20, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2025 | Oct 23, 2025 |
| Transamerica Financial Advisors, LLC | History | Added to | 172 | 4 | 0.0% | — | 544 | +170 | 8500.0% | Q3 2025 | Nov 14, 2025 |
| Tripletail Wealth Management, LLC | History | New | 155 | 4 | 0.0% | — | 547 | +155 | New | Q3 2025 | Oct 20, 2025 |
| EASTERN BANK | History | No change | 164 | 4 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| WFA of San Diego, LLC | History | No change | 174 | 4 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q3 2025 | Feb 17, 2026 |
| Hara Capital LLC | History | No change | 170 | 4 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q3 2025 | Oct 30, 2025 |
| Rosenberg Matthew Hamilton | History | Reduced | 119 | 3 | 0.0% | 0.0% | 551 | -413 | -77.63% | Q3 2025 | Nov 10, 2025 |
| NBC SECURITIES, INC. | History | Reduced | 132 | 3 | 0.0% | 0.0% | 549 | -172 | -56.58% | Q3 2025 | Nov 14, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 120 | 3 | 0.0% | — | 552 | +120 | New | Q3 2025 | Oct 09, 2025 |
| BOKF, NA | History | Added to | 112 | 3 | 0.0% | 0.0% | 548 | +52 | 86.67% | Q3 2025 | Nov 13, 2025 |
| JNBA Financial Advisors | History | No change | 118 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2025 | Oct 28, 2025 |
| Asset Dedication, LLC | History | Reduced | 95 | 2 | 0.0% | 0.0% | 557 | -119 | -55.61% | Q3 2025 | Nov 20, 2025 |
| JPL Wealth Management, LLC | History | New | 102 | 2 | 0.0% | — | 566 | +102 | New | Q3 2025 | Nov 14, 2025 |
| Cornerstone Planning Group LLC | History | Added to | 113 | 2 | 0.0% | 0.0% | 563 | +64 | 130.61% | Q3 2025 | Nov 04, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 78 | 2 | 0.0% | 0.0% | 558 | +36 | 85.71% | Q3 2025 | Feb 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 99 | 2 | 0.0% | 0.0% | 556 | -22 | -18.18% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | Added to | 84 | 2 | 0.0% | 0.0% | 554 | +20 | 31.25% | Q3 2025 | Nov 05, 2025 |
| Bogart Wealth, LLC | History | Added to | 72 | 2 | 0.0% | 0.0% | 559 | +19 | 35.85% | Q3 2025 | Oct 27, 2025 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 102 | 2 | 0.0% | 0.0% | 553 | +16 | 18.6% | Q3 2025 | Nov 07, 2025 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Reduced | 79 | 2 | 0.0% | 0.0% | 555 | -1 | -1.25% | Q3 2025 | Nov 14, 2025 |
| Glass Jacobson Investment Advisors llc | History | Added to | 86 | 2 | 0.0% | 0.0% | 565 | +1 | 1.18% | Q3 2025 | Oct 29, 2025 |
| Core Alternative Capital | History | No change | 99 | 2 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Key FInancial Inc | History | No change | 109 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Archer Investment Corp | History | No change | 89 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Fortitude Family Office, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q3 2025 | Oct 17, 2025 |
| LRI Investments, LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 37 | 1 | 0.0% | 0.01% | 569 | -25,037 | -99.85% | Q3 2025 | Nov 12, 2025 |
| ORG Partners LLC | History | Added to | 52 | 1 | 0.0% | — | 577 | +41 | 372.73% | Q3 2025 | Oct 24, 2025 |
| Physician Wealth Advisors, Inc. | History | New | 40 | 1 | 0.0% | — | 572 | +40 | New | Q3 2025 | Nov 04, 2025 |
| Spire Wealth Management | History | Reduced | 47 | 1 | 0.0% | 0.0% | 573 | -27 | -36.49% | Q3 2025 | Oct 23, 2025 |
| Bruce G. Allen Investments, LLC | History | Added to | 71 | 1 | 0.0% | 0.0% | 579 | +8 | 12.7% | Q3 2025 | Oct 30, 2025 |
| Activest Wealth Management | History | Added to | 49 | 1 | 0.0% | 0.0% | 574 | +5 | 11.36% | Q3 2025 | Nov 03, 2025 |
| ALBION FINANCIAL GROUP /UT | History | No change | 70 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2025 | Oct 20, 2025 |
| Golden State Wealth Management, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Avion Wealth | History | No change | 41 | 1 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q3 2025 | Oct 24, 2025 |
| SJS Investment Consulting Inc. | History | No change | 39 | 1 | 0.0% | — | 575 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| True Wealth Design, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q3 2025 | Oct 21, 2025 |
| DiNuzzo Private Wealth, Inc. | History | No change | 71 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q3 2025 | Oct 14, 2025 |
| Legacy Wealth Managment, LLC/ID | History | No change | 56 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q3 2025 | Nov 12, 2025 |
| Roxbury Financial LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q3 2025 | Oct 01, 2025 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.02% | — | -4,374,085 | -100.0% | Q2 2025 | Nov 21, 2025 |
| Pentwater Capital Management LP | History | Closed out | 0 | 0 | — | 0.41% | — | -2,557,000 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Soundwatch Capital LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,518,080 | -100.0% | Q2 2025 | Aug 12, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,100,000 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -1,051,523 | -100.0% | Q2 2025 | Dec 02, 2025 |
| Brandywine Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -874,428 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -605,000 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -583,141 | -100.0% | Q2 2025 | Aug 08, 2025 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.54% | — | -497,484 | -100.0% | Q2 2025 | Jul 16, 2025 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -362,100 | -100.0% | Q2 2025 | Aug 14, 2025 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -259,675 | -100.0% | Q2 2025 | Aug 13, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -215,673 | -100.0% | Q2 2025 | Aug 14, 2025 |
| NORGES BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -197,747 | -100.0% | Q2 2025 | Aug 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -183,038 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Sienna Gestion | History | Closed out | 0 | 0 | — | 0.27% | — | -174,009 | -100.0% | Q2 2025 | Aug 06, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.07% | — | -154,605 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Carmignac Gestion | History | Closed out | 0 | 0 | — | 0.05% | — | -141,766 | -100.0% | Q2 2025 | Aug 13, 2025 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -126,551 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -112,561 | -100.0% | Q2 2025 | Aug 12, 2025 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -106,637 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -70,300 | -100.0% | Q2 2025 | Aug 14, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -66,909 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -58,578 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Fisher Funds Management LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -50,701 | -100.0% | Q2 2025 | Aug 04, 2025 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.44% | — | -49,330 | -100.0% | Q2 2025 | Aug 13, 2025 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,441 | -100.0% | Q2 2025 | Aug 13, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,182 | -100.0% | Q2 2025 | Jul 23, 2025 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.0% | — | -38,392 | -100.0% | Q2 2025 | Jul 10, 2025 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -33,964 | -100.0% | Q2 2025 | Jul 09, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -28,534 | -100.0% | Q2 2025 | Jul 28, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -26,974 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,153 | -100.0% | Q2 2025 | Aug 06, 2025 |
| Erste Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.01% | — | -25,080 | -100.0% | Q2 2025 | Aug 14, 2025 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,231 | -100.0% | Q2 2025 | Jul 21, 2025 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -20,869 | -100.0% | Q2 2025 | Aug 08, 2025 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,429 | -100.0% | Q2 2025 | Aug 13, 2025 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,898 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Korea Investment CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,633 | -100.0% | Q2 2025 | Aug 13, 2025 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,184 | -100.0% | Q2 2025 | Jul 15, 2025 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,116 | -100.0% | Q2 2025 | Aug 07, 2025 |
| AXA S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,873 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Baader Bank Aktiengesellschaft | History | Closed out | 0 | 0 | — | 0.03% | — | -15,848 | -100.0% | Q2 2025 | Jul 10, 2025 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,124 | -100.0% | Q2 2025 | Aug 07, 2025 |
| ISTHMUS PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,465 | -100.0% | Q2 2025 | Aug 13, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,256 | -100.0% | Q2 2025 | Aug 05, 2025 |
| Proactive Wealth Strategies LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,664 | -100.0% | Q2 2025 | Aug 13, 2025 |
| ATLAS CAPITAL ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,437 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Sendero Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,297 | -100.0% | Q2 2025 | Jul 31, 2025 |
| Wahed Invest LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,027 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Machina Capital S.A.S. | History | Closed out | 0 | 0 | — | 0.05% | — | -9,774 | -100.0% | Q2 2025 | Aug 05, 2025 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -9,736 | -100.0% | Q2 2025 | Jul 10, 2025 |
| MBB PUBLIC MARKETS I LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,727 | -100.0% | Q2 2025 | Aug 14, 2025 |
| AlphaStar Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,278 | -100.0% | Q2 2025 | Aug 04, 2025 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,671 | -100.0% | Q2 2025 | Aug 11, 2025 |
| ProVise Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,613 | -100.0% | Q2 2025 | Aug 08, 2025 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,560 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,081 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -4,085 | -100.0% | Q2 2025 | Jul 28, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,745 | -100.0% | Q2 2025 | Jul 10, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,327 | -100.0% | Q2 2025 | Aug 18, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -1,960 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,533 | -100.0% | Q2 2025 | Aug 07, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,418 | -100.0% | Q2 2025 | Jul 30, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -900 | -100.0% | Q2 2025 | Jul 25, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -463 | -100.0% | Q2 2025 | Aug 14, 2025 |
| Stephens Consulting, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q2 2025 | Jul 25, 2025 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -323 | -100.0% | Q2 2025 | Aug 12, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q2 2025 | Aug 11, 2025 |
| Traub Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q2 2025 | Aug 11, 2025 |
| NewSquare Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q2 2025 | Aug 05, 2025 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | 0.0% | — | -111 | -95.69% | Q3 2025 | Nov 19, 2025 |
| Rakuten Securities, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -105 | -91.3% | Q3 2025 | Oct 28, 2025 |
| Olistico Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q2 2025 | Jul 22, 2025 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2025 | Jul 23, 2025 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2025 | Aug 13, 2025 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2025 | Jul 31, 2025 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q2 2025 | Aug 07, 2025 |
| SIERRA OCEAN, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2025 | Aug 07, 2025 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q2 2025 | Aug 13, 2025 |
| WEBSTER BANK, N. A. | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2025 | Jul 08, 2025 |
| Bell Investment Advisors, Inc | History | Reduced | 17 | 0 | — | 0.0% | — | -28 | -62.22% | Q3 2025 | Nov 21, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q2 2025 | Aug 15, 2025 |
| Bare Financial Services, Inc | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2025 | Nov 12, 2025 |
| Beacon Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2025 | Jul 17, 2025 |
| Rialto Wealth Management, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2025 | Nov 07, 2025 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2025 | Feb 04, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2025 | Jul 29, 2025 |
| Heartwood Wealth Advisors LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2025 | Oct 06, 2025 |
| Palisade Asset Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2025 | Nov 17, 2025 |
| Strengthening Families & Communities, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2025 | Nov 04, 2025 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2025 | Jul 03, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2025 | Jul 08, 2025 |
| Seneschal Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2025 | Nov 14, 2025 |
| Dunhill Financial, LLC | History | Reduced | 9 | 0 | — | — | — | -5 | -35.71% | Q3 2025 | Nov 12, 2025 |
| Hilltop National Bank | History | Reduced | 35 | 0 | — | — | — | -5 | -12.5% | Q3 2025 | Oct 08, 2025 |
| Principia Wealth Advisory, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2025 | Feb 10, 2026 |
| Tortoise Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2025 | Nov 13, 2025 |
| Anchor Investment Management, LLC | History | Added to | 25 | 0 | — | — | — | +1 | 4.17% | Q3 2025 | Nov 14, 2025 |
| Distillate Capital Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2025 | Nov 14, 2025 |
| Financial Gravity Asset Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2025 | Nov 14, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2025 | Oct 14, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| WestEnd Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 22, 2025 |
| AdvisorNet Financial, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 09, 2025 |
| Plante Moran Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 03, 2025 |
| Quaker Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 05, 2025 |
| Versant Capital Management, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 27, 2025 |
| Luminist Capital LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| SWAN Capital LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Nov 14, 2025 |
| WPG Advisers, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2025 | Oct 29, 2025 |