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CNA — CNA FINL CORP · All Fund Holders
Funds holding (latest): 324 · Reported value held: $13.66B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| LOEWS CORP history | Q2 2026 | 248.41M | $12.08B | 96.59% | New |
| Cardinal Capital Management, Inc. history | Q2 2026 | 726.63K | $149.67M | 3.66% | New |
| AQR Capital Management history | Q2 2026 | 2.83M | $137.40M | 0.05% | Reduce |
| AQR CAPITAL MANAGEMENT LLC history | Q2 2026 | 2.83M | $137.40M | 0.05% | New |
| BlackRock Inc history | Q2 2026 | 1.65M | $80.19M | 0.00% | Reduce |
| FIRST TRUST ADVISORS LP history | Q2 2026 | 1.04M | $50.78M | 0.03% | New |
| Morgan Stanley history | Q2 2026 | 975.79K | $47.43M | 0.00% | Add |
| Quantinno Capital Management LP history | Q2 2026 | 867.25K | $42.16M | 0.06% | New |
| Charles Schwab Investment Management history | Q2 2026 | 820.49K | $39.88M | 0.01% | Add |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC history | Q2 2026 | 820.49K | $39.88M | 0.01% | New |
| Sixth Street Partners Management Company, L.P. history | Q2 2026 | 820.49K | $39.88M | 0.01% | New |
| Two Sigma Investments history | Q2 2026 | 811.62K | $39.45M | 0.06% | Reduce |
| River Road Asset Management, LLC history | Q2 2026 | 802.36K | $39.00M | 0.43% | New |
| CORDA Investment Management, LLC. history | Q2 2026 | 753.71K | $36.64M | 2.25% | New |
| Arrowstreet Capital history | Q2 2026 | 575.83K | $27.99M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 578.00K | $27.59M | 0.00% | Add |
| TORRAY INVESTMENT PARTNERS LLC history | Q2 2026 | 522.24K | $25.39M | 3.42% | New |
| Millennium Management history | Q2 2026 | 500.61K | $24.33M | 0.01% | Add |
| MILLENNIUM MANAGEMENT LLC history | Q2 2026 | 500.61K | $24.33M | 0.03% | New |
| Balyasny Asset Management history | Q3 2025 | 523.36K | $24.32M | 0.03% | Add |
| Gotham Asset Management, LLC history | Q2 2026 | 479.54K | $23.31M | 0.05% | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC history | Q2 2026 | 428.97K | $20.85M | 0.07% | New |
| UBS Group AG history | Q2 2026 | 390.08K | $18.96M | 0.01% | Add |
| VICTORY CAPITAL MANAGEMENT INC history | Q2 2026 | 382.89K | $18.61M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 376.96K | $18.32M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 345.15K | $16.78M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 339.32K | $16.50M | 0.00% | Reduce |
| GEODE CAPITAL MANAGEMENT, LLC history | Q2 2026 | 339.32K | $16.50M | 0.00% | New |
| Squarepoint Ops LLC history | Q2 2026 | 280.34K | $13.63M | 0.06% | New |
| JPMorgan Chase & Co history | Q2 2026 | 262.16K | $12.83M | 0.00% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history | Q2 2026 | 254.87K | $12.74M | 0.03% | New |
| VANGUARD CAPITAL MANAGEMENT LLC history | Q2 2026 | 261.60K | $12.72M | 0.00% | New |
| HRT FINANCIAL LP history | Q2 2026 | 236.80K | $11.51M | 0.03% | New |
| ExodusPoint Capital Management, LP history | Q2 2026 | 221.39K | $10.76M | 0.12% | New |
| Jump Financial, LLC history | Q2 2026 | 190.82K | $9.28M | 0.09% | New |
| Connor, Clark & Lunn Investment Management Ltd. history | Q2 2026 | 190.63K | $9.27M | 0.02% | New |
| Mn Services Vermogensbeheer B.V. history | Q3 2026 | 51.37K | $8.89M | 0.07% | Hold |
| Marshall Wace history | Q2 2026 | 179.15K | $8.71M | 0.02% | Add |
| Northern Trust Corp history | Q2 2026 | 164.89K | $8.02M | 0.00% | Add |
| Patrick Mauro Investment Advisor, INC. history | Q2 2026 | 163.24K | $7.94M | 3.99% | New |
| Private Advisory Group LLC history | Q2 2026 | 161.64K | $7.86M | 0.50% | New |
| D. E. Shaw & Co history | Q2 2026 | 159.60K | $7.76M | 0.00% | Add |
| D. E. Shaw & Co., Inc. history | Q2 2026 | 159.60K | $7.76M | 0.01% | New |
| HSBC HOLDINGS PLC history | Q2 2026 | 155.23K | $7.62M | 0.01% | New |
| BNP PARIBAS FINANCIAL MARKETS history | Q2 2026 | 143.32K | $6.97M | 0.01% | New |
| Point72 Asset Management history | Q2 2026 | 141.02K | $6.85M | 0.03% | Add |
| Bank of America Corp history | Q2 2026 | 140.93K | $6.85M | 0.00% | Add |
| Bridgewater Associates history | Q1 2026 | 145.74K | $6.69M | 0.03% | Reduce |
| Baird Financial Group, Inc. history | Q2 2026 | 132.27K | $6.43M | 0.01% | New |
| Schonfeld Strategic Advisors LLC history | Q2 2026 | 128.65K | $6.25M | 0.04% | New |
| VANGUARD FIDUCIARY TRUST CO history | Q2 2026 | 119.07K | $5.79M | 0.00% | New |
| Edgestream Partners, L.P. history | Q2 2026 | 112.23K | $5.46M | 0.16% | New |
| Invesco Ltd history | Q2 2026 | 107.63K | $5.23M | 0.00% | Add |
| VANGUARD PORTFOLIO MANAGEMENT LLC history | Q2 2026 | 106.59K | $5.18M | 0.00% | New |
| VOYA INVESTMENT MANAGEMENT LLC history | Q2 2026 | 105.71K | $5.14M | 0.01% | New |
| Deutsche Bank AG history | Q2 2026 | 102.52K | $4.98M | 0.00% | Add |
| Russell Investments Group, Ltd. history | Q2 2026 | 99.36K | $4.83M | 0.00% | New |
| Creative Planning history | Q2 2026 | 95.38K | $4.64M | 0.00% | New |
| SummitTX Capital, L.P. history | Q2 2026 | 93.45K | $4.54M | 0.15% | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. history | Q2 2026 | 88.00K | $4.28M | 0.01% | New |
| Ilex Capital Partners (UK) LLP history | Q2 2026 | 77.22K | $3.75M | 0.08% | New |
| Citigroup Inc history | Q2 2026 | 76.17K | $3.70M | 0.00% | Add |
| OCCUDO QUANTITATIVE STRATEGIES LP history | Q2 2026 | 75.52K | $3.67M | 0.20% | New |
| JANE STREET GROUP, LLC history | Q2 2026 | 75.40K | $3.67M | 0.00% | New |
| Trexquant Investment LP history | Q2 2026 | 73.30K | $3.56M | 0.03% | New |
| RAYMOND JAMES FINANCIAL INC history | Q2 2026 | 69.37K | $3.37M | 0.00% | New |
| AGF MANAGEMENT LTD history | Q2 2026 | 67.96K | $3.30M | 0.01% | New |
| COMMONWEALTH EQUITY SERVICES, LLC history | Q2 2026 | 66.96K | $3.26M | 0.00% | New |
| Nuveen, LLC history | Q2 2026 | 64.09K | $3.12M | 0.00% | New |
| Franklin Resources history | Q2 2026 | 55.81K | $2.71M | 0.00% | Add |
| Renaissance Technologies history | Q1 2026 | 54.30K | $2.49M | 0.00% | Add |
| AE Wealth Management LLC history | Q2 2026 | 49.46K | $2.40M | 0.01% | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC history | Q2 2026 | 49.40K | $2.40M | 0.04% | New |
| CPP Investments history | Q3 2024 | 49.00K | $2.40M | 0.00% | New |
| Graham Capital Management, L.P. history | Q2 2026 | 48.27K | $2.35M | 0.08% | New |
| Pathstone Holdings, LLC history | Q2 2026 | 48.13K | $2.34M | 0.01% | New |
| Focus Partners Wealth history | Q2 2026 | 47.81K | $2.32M | 0.00% | New |
| Rodgers Brothers Inc. history | Q2 2026 | 47.40K | $2.30M | 0.22% | New |
| XTX Topco Ltd history | Q2 2026 | 47.28K | $2.30M | 0.03% | New |
| Atom Investors LP history | Q2 2026 | 46.08K | $2.24M | 0.20% | New |
| Aquatic Capital Management LLC history | Q2 2026 | 40.28K | $1.96M | 0.07% | New |
| Hudson Portfolio Management LLC history | Q2 2026 | 39.93K | $1.94M | 1.47% | New |
| HB Wealth Management, LLC history | Q2 2026 | 39.51K | $1.92M | 0.01% | New |
| Quantbot Technologies LP history | Q2 2026 | 38.55K | $1.87M | 0.07% | New |
| Brevan Howard Capital Management LP history | Q2 2026 | 38.36K | $1.86M | 0.03% | New |
| BNY Mellon history | Q2 2026 | 36.45K | $1.77M | 0.00% | Reduce |
| AMERIPRISE FINANCIAL INC history | Q2 2026 | 35.74K | $1.74M | 0.00% | New |
| RHUMBLINE ADVISERS history | Q2 2026 | 35.12K | $1.71M | 0.00% | New |
| Wellington Management Group history | Q2 2025 | 35.43K | $1.65M | 0.00% | Reduce |
| Summit Trail Advisors, LLC history | Q2 2026 | 33.23K | $1.62M | 0.02% | New |
| CAXTON ASSOCIATES LLP history | Q2 2026 | 32.62K | $1.59M | 0.03% | New |
| SlateStone Wealth, LLC history | Q2 2026 | 32.53K | $1.58M | 0.16% | New |
| Citadel Advisors history | Q2 2026 | 31.40K | $1.53M | 0.00% | Reduce |
| Uncommon Cents Investing LLC history | Q2 2026 | 29.82K | $1.45M | 0.31% | New |
| TUDOR INVESTMENT CORP ET AL history | Q2 2026 | 29.41K | $1.43M | 0.01% | New |
| Perigon Wealth Management, LLC history | Q2 2026 | 29.18K | $1.42M | 0.02% | New |
| GSA CAPITAL PARTNERS LLP history | Q2 2026 | 29.17K | $1.42M | 0.09% | New |
| Manulife Financial history | Q2 2026 | 28.97K | $1.41M | 0.00% | Add |
| Employees Retirement System of Texas history | Q2 2026 | 28.37K | $1.38M | 0.01% | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC history | Q2 2026 | 28.30K | $1.38M | 0.02% | New |
| KORNITZER CAPITAL MANAGEMENT INC /KS history | Q2 2026 | 27.71K | $1.35M | 0.03% | New |
| Convergence Financial, LLC history | Q2 2026 | 27.26K | $1.33M | 0.10% | New |
| ROYAL BANK OF CANADA history | Q2 2026 | 26.56K | $1.29M | 0.00% | New |
| INCEPTIONR LLC history | Q2 2026 | 26.51K | $1.29M | 0.32% | New |
| GUGGENHEIM CAPITAL LLC history | Q2 2026 | 26.34K | $1.28M | 0.01% | New |
| Regal Investment Advisors LLC history | Q2 2026 | 26.25K | $1.28M | 0.07% | New |
| BURNEY CO/ history | Q2 2026 | 25.80K | $1.25M | 0.03% | New |
| DIMENSIONAL FUND ADVISORS LP history | Q2 2026 | 24.31K | $1.18M | 0.00% | New |
| Pacifica Capital Investments, LLC history | Q2 2026 | 24.12K | $1.17M | 0.40% | New |
| Cerity Partners LLC history | Q2 2026 | 23.71K | $1.15M | 0.00% | New |
| Mork Capital Management, LLC history | Q2 2026 | 23.51K | $1.14M | 0.73% | New |
| MERCER GLOBAL ADVISORS INC /ADV history | Q2 2026 | 22.41K | $1.09M | 0.00% | New |
| PDT Partners, LLC history | Q2 2026 | 21.82K | $1.06M | 0.06% | New |
| AXQ CAPITAL, LP history | Q2 2026 | 21.78K | $1.06M | 0.12% | New |
| Odyssean, LLC history | Q2 2026 | 20.72K | $1.01M | 0.16% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC history | Q2 2026 | 20.49K | $995.99K | 0.01% | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM history | Q2 2026 | 20.29K | $986.25K | 0.00% | New |
| ALLIANCEBERNSTEIN L.P. history | Q2 2026 | 21.12K | $969.69K | 0.00% | New |
| Mariner, LLC history | Q2 2026 | 19.38K | $942.29K | 0.00% | New |
| NISA INVESTMENT ADVISORS, LLC history | Q2 2026 | 19.38K | $942.26K | 0.00% | New |
| Private Advisor Group, LLC history | Q2 2026 | 19.23K | $934.53K | 0.00% | New |
| Lazard Asset Management history | Q2 2026 | 18.91K | $919.22K | 0.00% | New |
| LAZARD ASSET MANAGEMENT LLC history | Q2 2026 | 18.91K | $919.22K | 0.00% | New |
| EVERGREEN CAPITAL MANAGEMENT LLC history | Q2 2026 | 18.86K | $916.93K | 0.02% | New |
| Mirae Asset Global Investments Co., Ltd. history | Q2 2026 | 18.09K | $879.11K | 0.00% | New |
| BRANDES INVESTMENT PARTNERS, LP history | Q2 2026 | 18.01K | $875.42K | 0.01% | New |
| PRICE T ROWE ASSOCIATES INC /MD/ history | Q2 2026 | 17.98K | $874.00K | 0.00% | New |
| Ballentine Partners, LLC history | Q2 2026 | 17.69K | $859.76K | 0.01% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history | Q2 2026 | 16.79K | $816.36K | 0.00% | New |
| IEQ CAPITAL, LLC history | Q2 2026 | 16.72K | $812.82K | 0.00% | New |
| AMERICAN CENTURY COMPANIES INC history | Q2 2026 | 16.32K | $793.11K | 0.00% | New |
| Farther Finance Advisors, LLC history | Q3 2026 | 17.66K | $792.42K | 0.01% | Add |
| Vise Technologies, Inc. history | Q2 2026 | 15.82K | $769.06K | 0.01% | New |
| Kiker Wealth Management, LLC history | Q2 2026 | 15.06K | $732.07K | 0.29% | New |
| Wells Fargo & Co history | Q2 2026 | 14.98K | $728.41K | 0.00% | Reduce |
| FIFTH THIRD BANCORP history | Q2 2026 | 14.85K | $722.05K | 0.00% | New |
| Vident Advisory, LLC history | Q2 2026 | 13.57K | $659.54K | 0.01% | New |
| Kingdom Financial Group LLC. history | Q2 2026 | 13.14K | $638.98K | 0.16% | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history | Q2 2026 | 12.00K | $583.32K | 0.01% | New |
| STIFEL FINANCIAL CORP history | Q2 2026 | 11.97K | $581.91K | 0.00% | New |
| Vanguard Personalized Indexing Management, LLC history | Q2 2026 | 11.88K | $577.24K | 0.01% | New |
| HUB Investment Partners, LLC history | Q2 2026 | 11.57K | $562.56K | 0.02% | New |
| Legal & General Investment Management America history | Q2 2026 | 11.54K | $561.19K | 0.00% | Add |
| Aster Capital Management (DIFC) Ltd history | Q2 2026 | 12.03K | $559.66K | 0.13% | New |
| MBM WEALTH CONSULTANTS, LLC history | Q2 2026 | 11.47K | $557.80K | 0.11% | New |
| WINTON GROUP Ltd history | Q2 2026 | 11.03K | $536.07K | 0.02% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 10.92K | $530.87K | 0.00% | Add |
| Chicago Partners Investment Group LLC history | Q2 2026 | 9.86K | $514.99K | 0.01% | New |
| Frec Markets, Inc. history | Q2 2026 | 10.53K | $511.67K | 0.05% | New |
| NEW YORK STATE COMMON RETIREMENT FUND history | Q2 2026 | 10.42K | $506.56K | 0.00% | New |
| State of Alaska, Department of Revenue history | Q2 2026 | 10.41K | $506.00K | 0.01% | New |
| LPL Financial LLC history | Q2 2026 | 10.19K | $495.43K | 0.00% | New |
| Fieldview Capital Management, LLC history | Q2 2026 | 9.99K | $485.66K | 0.14% | New |
| Kera Capital Partners, Inc. history | Q2 2026 | 9.92K | $482.02K | 0.05% | New |
| Ethic Inc. history | Q2 2026 | 9.47K | $460.56K | 0.01% | New |
| Arkadios Wealth Advisors history | Q2 2026 | 9.43K | $458.15K | 0.01% | New |
| Blackstone Inc. history | Q2 2026 | 9.39K | $456.64K | 0.00% | New |
| Janney Montgomery Scott LLC history | Q2 2026 | 9.27K | $450.00K | 0.00% | New |
| BANK OF NOVA SCOTIA history | Q2 2026 | 8.63K | $419.55K | 0.00% | New |
| CSS LLC/IL history | Q2 2026 | 8.63K | $419.50K | 0.03% | New |
| Vanguard Global Advisers, LLC history | Q2 2026 | 8.55K | $415.52K | 0.00% | New |
| Orion Porfolio Solutions, LLC history | Q2 2026 | 8.54K | $414.96K | 0.00% | New |
| Treasurer of the State of North Carolina history | Q2 2026 | 8.51K | $414.00K | 0.00% | New |
| Cetera Investment Advisers history | Q2 2026 | 8.45K | $410.65K | 0.00% | New |
| Impact Partnership Wealth, LLC history | Q2 2026 | 8.41K | $408.72K | 0.04% | New |
| CIBC Asset Management Inc history | Q2 2026 | 8.35K | $405.75K | 0.00% | New |
| EP Wealth Advisors, LLC history | Q2 2026 | 8.05K | $391.26K | 0.00% | New |
| Baker Avenue Asset Management, LP history | Q2 2026 | 7.93K | $385.28K | 0.01% | New |
| Capula Management Ltd history | Q2 2026 | 7.79K | $378.62K | 0.00% | New |
| Vestcor Inc history | Q2 2026 | 7.54K | $367.00K | 0.01% | New |
| Concurrent Investment Advisors, LLC history | Q2 2026 | 7.27K | $353.39K | 0.00% | New |
| CERTUITY, LLC history | Q2 2026 | 7.27K | $353.35K | 0.02% | New |
| Moors & Cabot, Inc. history | Q2 2026 | 7.20K | $349.99K | 0.01% | New |
| Amundi US history | Q4 2025 | 7.22K | $344.63K | 0.00% | Reduce |
| SYON CAPITAL LLC history | Q2 2026 | 7.06K | $343.04K | 0.01% | New |
| SEI INVESTMENTS CO history | Q2 2026 | 6.97K | $339.08K | 0.00% | New |
| NorthCrest Asset Manangement, LLC history | Q2 2026 | 6.62K | $337.24K | 0.01% | New |
| Mraz, Amerine & Associates, Inc. history | Q2 2026 | 6.93K | $336.92K | 0.05% | New |
| COMMERCE BANK history | Q2 2026 | 6.79K | $330.06K | 0.00% | New |
| Proficio Capital Partners LLC history | Q2 2026 | 6.50K | $315.92K | 0.01% | New |
| FSA Advisors, Inc. history | Q2 2026 | 6.30K | $306.26K | 0.14% | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO history | Q2 2026 | 6.24K | $303.13K | 0.00% | New |
| WORLDQUANT MILLENNIUM ADVISORS LLC history | Q2 2026 | 6.02K | $292.54K | 0.00% | New |
| SIGNATUREFD, LLC history | Q2 2026 | 5.95K | $289.07K | 0.00% | New |
| Parallel Advisors, LLC history | Q2 2026 | 5.87K | $285.50K | 0.00% | New |
| Sagewood Asset Management LP history | Q2 2026 | 5.83K | $283.30K | 0.06% | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM history | Q2 2026 | 13.71K | $282.00K | 0.00% | New |
| Inscription Capital, LLC history | Q2 2026 | 5.80K | $281.84K | 0.03% | New |
| QUADRANT CAPITAL GROUP LLC history | Q2 2026 | 5.76K | $279.94K | 0.01% | New |
| Pacer Advisors, Inc. history | Q2 2026 | 1.34K | $277.00K | 0.00% | New |
| CAPSTONE INVESTMENT ADVISORS, LLC history | Q2 2026 | 5.65K | $274.45K | 0.00% | New |
| Caprock Group, LLC history | Q2 2026 | 5.48K | $266.58K | 0.01% | New |
| Tower Research Capital LLC (TRC) history | Q2 2026 | 5.45K | $264.68K | 0.01% | New |
| Motley Fool Asset Management LLC history | Q2 2026 | 5.39K | $261.96K | 0.01% | New |
| Callan Family Office, LLC history | Q2 2026 | 5.30K | $257.54K | 0.01% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC history | Q2 2026 | 5.24K | $254.72K | 0.00% | New |
| Prudential Financial history | Q3 2025 | 5.45K | $253.21K | 0.00% | New |
| DENALI ADVISORS LLC history | Q2 2026 | 5.10K | $247.91K | 0.03% | New |
| Claro Advisors Inc. history | Q2 2026 | 4.85K | $235.61K | 0.03% | New |
| OSAIC HOLDINGS, INC. history | Q2 2026 | 4.81K | $233.98K | 0.00% | New |
| M&T BANK CORP history | Q2 2026 | 4.81K | $233.56K | 0.00% | New |
| EVOLVE PRIVATE WEALTH, LLC history | Q2 2026 | 4.79K | $233.09K | 0.01% | New |
| BANK OF MONTREAL /CAN/ history | Q2 2026 | 4.67K | $227.20K | 0.00% | New |
| Sivia Capital Partners, LLC history | Q2 2026 | 4.60K | $223.80K | 0.03% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP history | Q2 2026 | 4.50K | $218.75K | 0.00% | New |
| Sequoia Financial Advisors, LLC history | Q2 2026 | 4.50K | $218.54K | 0.00% | New |
| Crestwood Advisors Group, LLC history | Q2 2026 | 4.41K | $214.47K | 0.00% | New |
| Catalyst Funds Management Pty Ltd history | Q2 2026 | 4.40K | $213.88K | 0.01% | New |
| Paragon Capital Management Ltd history | Q2 2026 | 4.35K | $211.29K | 0.04% | New |
| CAPTRUST FINANCIAL ADVISORS history | Q2 2026 | 4.17K | $202.66K | 0.00% | New |
| Kestra Advisory Services, LLC history | Q2 2026 | 4.15K | $201.69K | 0.00% | New |
| Daiwa Securities Group Inc. history | Q2 2026 | 3.97K | $193.08K | 0.00% | New |
| Police & Firemen's Retirement System of New Jersey history | Q2 2026 | 3.73K | $181.46K | 0.00% | New |
| Integrated Wealth Concepts LLC history | Q2 2026 | 2.86K | $138.92K | 0.00% | New |
| SG Americas Securities, LLC history | Q2 2026 | 2.83K | $137.00K | 0.00% | New |
| US BANCORP \DE\ history | Q2 2026 | 2.71K | $131.93K | 0.00% | New |
| VANGUARD ASSET MANAGEMENT, Ltd history | Q2 2026 | 2.61K | $126.82K | 0.00% | New |
| Quent Capital, LLC history | Q2 2026 | 2.27K | $110.54K | 0.01% | New |
| Federation des caisses Desjardins du Quebec history | Q2 2026 | 2.14K | $104.22K | 0.00% | New |
| WHITTIER TRUST CO history | Q2 2026 | 2.00K | $103.36K | 0.00% | New |
| Covestor Ltd history | Q2 2026 | 2.05K | $100.00K | 0.06% | New |
| Larson Financial Group LLC history | Q2 2026 | 2.01K | $97.51K | 0.00% | New |
| HARBOUR INVESTMENTS, INC. history | Q2 2026 | 1.84K | $89.54K | 0.00% | New |
| Clearstead Advisors, LLC history | Q2 2026 | 1.58K | $76.76K | 0.00% | New |
| STRS OHIO history | Q2 2026 | 1.55K | $75.39K | 0.00% | New |
| Wealth Enhancement Trust Services, Inc. history | Q3 2026 | 1.61K | $72.30K | 0.01% | New |
| Allworth Financial LP history | Q2 2026 | 1.43K | $69.32K | 0.00% | New |
| GAMMA Investing LLC history | Q3 2026 | 1.37K | $61.66K | 0.00% | Add |
| Versant Capital Management, Inc history | Q3 2026 | 1.36K | $60.95K | 0.01% | Add |
| Eurizon Capital SGR S.p.A. history | Q2 2026 | 1.19K | $57.94K | 0.00% | New |
| Fairscale Capital, LLC history | Q2 2026 | 1.15K | $55.90K | 0.03% | New |
| Lloyd Advisory Services, LLC. history | Q2 2026 | 1.14K | $55.51K | 0.02% | New |
| SJS Investment Consulting Inc. history | Q2 2026 | 1.13K | $54.83K | 0.01% | New |
| THOMPSON INVESTMENT MANAGEMENT, INC. history | Q2 2026 | 1.12K | $54.25K | 0.01% | New |
| PNC Financial Services history | Q2 2026 | 1.02K | $49.78K | 0.00% | Add |
| CULLEN/FROST BANKERS, INC. history | Q2 2026 | 800 | $38.89K | 0.00% | New |
| ELEVATION WEALTH PARTNERS, LLC history | Q3 2026 | 829 | $37.21K | 0.01% | Add |
| Rockefeller Capital Management L.P. history | Q2 2026 | 745 | $36.21K | 0.00% | New |
| COMPASS FINANCIAL MANAGEMENT LLC history | Q2 2026 | 695 | $35.85K | 0.01% | New |
| Blue Trust, Inc. history | Q2 2026 | 711 | $34.56K | 0.00% | New |
| True Wealth Design, LLC history | Q2 2026 | 679 | $33.01K | 0.01% | New |
| Smartleaf Asset Management LLC history | Q2 2026 | 621 | $30.40K | 0.00% | New |
| ROTHSCHILD INVESTMENT LLC history | Q2 2026 | 591 | $28.73K | 0.00% | New |
| Sterling Capital Management LLC history | Q2 2026 | 585 | $28.44K | 0.00% | New |
| TOMPKINS FINANCIAL CORP history | Q3 2026 | 600 | $26.93K | 0.00% | Hold |
| JONES FINANCIAL COMPANIES LLLP history | Q2 2026 | 545 | $26.36K | 0.00% | New |
| Alpine Bank Wealth Management history | Q2 2026 | 540 | $26.25K | 0.00% | New |
| Global Retirement Partners, LLC history | Q2 2026 | 450 | $21.88K | 0.00% | New |
| Basecamp Wealth Advisors LLC history | Q2 2026 | 439 | $21.34K | 0.00% | New |
| IFP Advisors, Inc history | Q2 2026 | 417 | $20.27K | 0.00% | New |
| AMERIFLEX GROUP, INC. history | Q2 2026 | 410 | $19.93K | 0.01% | New |
| CENTRAL TRUST Co history | Q2 2026 | 400 | $19.44K | 0.00% | New |
| Ancora Advisors LLC history | Q2 2026 | 400 | $19.44K | 0.00% | New |
| Westside Investment Management, Inc. history | Q2 2026 | 338 | $16.43K | 0.00% | New |
| Mitsubishi UFJ Asset Management Co., Ltd. history | Q2 2026 | 334 | $16.24K | 0.00% | New |
| North Star Investment Management Corp. history | Q2 2026 | 326 | $15.85K | 0.00% | New |
| MetLife Investment Management, LLC history | Q2 2026 | 326 | $15.85K | 0.00% | New |
| TD Waterhouse Canada Inc. history | Q2 2026 | 300 | $14.89K | 0.00% | New |
| Measured Wealth Private Client Group, LLC history | Q2 2026 | 306 | $14.87K | 0.00% | New |
| CoreCap Advisors, LLC history | Q3 2026 | 313 | $14.05K | 0.00% | Hold |
| CANADA LIFE ASSURANCE Co history | Q2 2026 | 268 | $13.00K | 0.00% | New |
| Silver Grove Financial Group, Inc. history | Q2 2026 | 254 | $12.36K | 0.01% | New |
| Quest 10 Wealth Builders, Inc. history | Q2 2026 | 248 | $12.05K | 0.01% | New |
| ASSETMARK, INC history | Q2 2026 | 246 | $11.96K | 0.00% | New |
| Montgomery Financial Services LLC history | Q2 2026 | 233 | $11.33K | 0.01% | New |
| Caitlin John, LLC history | Q2 2026 | 221 | $10.75K | 0.01% | New |
| Owl Creek Wealth Partners LLC history | Q2 2026 | 210 | $10.21K | 0.00% | New |
| Clearstead Trust, LLC history | Q2 2026 | 201 | $9.77K | 0.00% | New |
| SBI Securities Co., Ltd. history | Q2 2026 | 169 | $8.21K | 0.00% | New |
| Bogart Wealth, LLC history | Q2 2026 | 164 | $7.97K | 0.00% | New |
| Parkside Financial Bank & Trust history | Q2 2026 | 163 | $7.92K | 0.00% | New |
| SALEM INVESTMENT COUNSELORS INC history | Q2 2026 | 161 | $7.83K | 0.00% | New |
| Caitong International Asset Management Co., Ltd history | Q2 2026 | 143 | $6.95K | 0.00% | New |
| IFG Advisory, LLC history | Q2 2026 | 143 | $6.94K | 0.00% | New |
| GoalVest Advisory LLC history | Q3 2026 | 145 | $6.51K | 0.00% | New |
| Addison Advisors LLC history | Q2 2026 | 123 | $5.98K | 0.00% | New |
| Private Wealth Management Group, LLC history | Q2 2026 | 122 | $5.93K | 0.00% | New |
| Deseret Mutual Benefit Administrators history | Q2 2026 | 122 | $5.93K | 0.00% | New |
| Networth Advisors, LLC history | Q2 2026 | 122 | $5.93K | 0.00% | New |
| HUNTINGTON NATIONAL BANK history | Q2 2026 | 107 | $5.12K | 0.00% | New |
| Key Capital Management, INC history | Q2 2026 | 88 | $4.28K | 0.00% | New |
| WealthCollab, LLC history | Q2 2026 | 80 | $3.89K | 0.00% | New |
| BFSG, LLC history | Q2 2026 | 72 | $3.50K | 0.00% | New |
| Steward Partners Investment Advisory, LLC history | Q2 2026 | 65 | $3.16K | 0.00% | New |
| Pinnacle Wealth Planning Services, Inc. history | Q2 2026 | 65 | $3.16K | 0.00% | New |
| TD PRIVATE CLIENT WEALTH LLC history | Q2 2026 | 64 | $3.11K | 0.00% | New |
| Essential Partners LLC history | Q2 2026 | 58 | $2.82K | 0.00% | New |
| Transamerica Financial Advisors, LLC history | Q2 2026 | 57 | $2.77K | 0.00% | New |
| Asset Dedication, LLC history | Q2 2026 | 49 | $2.38K | 0.00% | New |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ history | Q2 2026 | 48 | $2.33K | 0.00% | New |
| ELEVATION POINT WEALTH PARTNERS, LLC history | Q2 2026 | 48 | $2.33K | 0.00% | New |
| MV CAPITAL MANAGEMENT, INC. history | Q2 2026 | 50 | $2.30K | 0.00% | New |
| MassMutual Private Wealth & Trust, FSB history | Q3 2026 | 48 | $2.15K | 0.00% | Reduce |
| Capital Advisors, Ltd. LLC history | Q2 2026 | 34 | $2.00K | 0.00% | New |
| JPL Wealth Management, LLC history | Q2 2026 | 41 | $1.99K | 0.00% | New |
| Physician Wealth Advisors, Inc. history | Q2 2026 | 37 | $1.80K | 0.00% | New |
| BELLEVUE ASSET MANAGEMENT, LLC history | Q2 2026 | 37 | $1.80K | 0.00% | New |
| LRI Investments, LLC history | Q2 2026 | 28 | $1.36K | 0.00% | New |
| Horizon Investments, LLC history | Q2 2026 | 24 | $1.17K | 0.00% | New |
| SHP Wealth Management history | Q2 2026 | 24 | $1.17K | 0.00% | New |
| Torren Management, LLC history | Q2 2026 | 24 | $1.15K | 0.00% | New |
| Millstone Evans Group, LLC history | Q2 2026 | 23 | $1.12K | 0.00% | New |
| Principia Wealth Advisory, LLC history | Q2 2026 | 23 | $1.12K | 0.00% | New |
| Archer Investment Corp history | Q2 2026 | 21 | $1.02K | 0.00% | New |
| Bruce G. Allen Investments, LLC history | Q2 2026 | 21 | $1.02K | 0.00% | New |
| Ares Financial Consulting, LLC history | Q2 2026 | 18 | $875 | 0.00% | New |
| T. Rowe Price Associates history | Q2 2026 | 17.98K | $874 | 0.00% | Add |
| SouthState Bank Corp history | Q2 2026 | 11 | $535 | 0.00% | New |
| American Capital Advisory, LLC history | Q2 2026 | 11 | $535 | 0.00% | New |
| AdvisorNet Financial, Inc history | Q2 2026 | 7 | $340 | 0.00% | New |
| Planning Strategies Inc. history | Q3 2026 | 6 | $269 | 0.00% | Hold |
| Optiver Holding B.V. history | Q2 2026 | 5 | $243 | 0.00% | New |
| Trust Co history | Q2 2026 | 5 | $243 | 0.00% | New |
| DiNuzzo Private Wealth, Inc. history | Q2 2026 | 4 | $195 | 0.00% | New |
| Activest Wealth Management history | Q2 2026 | 4 | $194 | 0.00% | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC history | Q2 2026 | 3 | $146 | 0.00% | New |
| JFS WEALTH ADVISORS, LLC history | Q2 2026 | 3 | $146 | 0.00% | New |
| Hilton Head Capital Partners, LLC history | Q2 2026 | 3 | $146 | 0.00% | New |
| Sachetta, LLC history | Q2 2026 | 3 | $146 | 0.00% | New |
| GHP Investment Advisors, Inc. history | Q2 2026 | 2 | $98 | 0.00% | New |
| Cassaday & Co Wealth Management LLC history | Q2 2026 | 2 | $98 | 0.00% | New |
| Hughes Financial Services, LLC history | Q2 2026 | 2 | $97 | 0.00% | New |
| FIDUCIARY FINANCIAL ADVISORS history | Q2 2026 | 1 | $49 | 0.00% | New |
| TFC Financial Management, Inc. history | Q2 2026 | 1 | $49 | 0.00% | New |