ACCO BRANDS Corp - ACCO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 8,874,673 36,918 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 7,015,927 30,519 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL MANAGEMENT CORP /VA History Reduced 6,939,179 29,144 4.37% 4.42% 3 -147,050 -2.08% Q3 2026 Oct 29, 2026
DIMENSIONAL FUND ADVISORS LP History No change 4,371,317 18,185 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,918,074 16,299 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,962,381 12,323 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 2,897,500 12,054 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 2,739,214 11,395 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,438,259 10,145 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 2,254,432 9,378 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,224,188 9,252 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,988,676 8,272 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,774,088 7,380 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,498,383 6,233 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,473,704 6,130 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,138,353 4,735 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,031,476 4,290 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 980,476 4,078 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 957,935 3,985 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
READYSTATE ASSET MANAGEMENT LP History No change 946,251 3,936 0.13% 0.13% 20 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 942,532 3,920 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 862,434 3,587 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 816,073 3,394 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 711,362 2,959 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History No change 666,656 2,771 0.06% 0.06% 25 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Added to 655,937 2,754 0.0% 0.0% 26 +191,881 41.35% Q3 2026 Oct 15, 2026
Creative Planning History Added to 626,665 2,631 0.0% 0.0% 27 +172,557 38.0% Q3 2026 Nov 02, 2026
VANGUARD FIDUCIARY TRUST CO History No change 608,002 2,529 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 550,371 2,289 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 526,491 2,190 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 465,800 1,937 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 443,994 1,847 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 437,524 1,820 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 400,800 1,667 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
SEGALL BRYANT & HAMILL, LLC History No change 382,226 1,590 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 366,806 1,566 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 365,283 1,519 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 356,566 1,483 0.0% 0.0% 38 0 0.0% Q2 2026 Sep 23, 2026
UBS Group AG History No change 337,565 1,404 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History Reduced 301,000 1,264 0.07% 0.07% 40 -7,825 -2.53% Q3 2026 Oct 27, 2026
Squarepoint Ops LLC History No change 282,892 1,176 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 268,693 1,117 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
Pacific Ridge Capital Partners, LLC History No change 248,314 1,032 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 223,690 928 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 202,709 843 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History Added to 182,648 767 0.04% 0.04% 46 +11,667 6.82% Q3 2026 Oct 26, 2026
Robeco Institutional Asset Management B.V. History Reduced 162,917 684 0.0% 0.0% 47 -255,828 -61.09% Q3 2026 Oct 20, 2026
Advyzon Investment Management, LLC History No change 163,995 682 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 156,643 651 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 146,000 607 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 136,664 568 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 125,158 521 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 124,646 518 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 119,126 495 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
ARISTEIA CAPITAL, L.L.C. History No change 118,725 493 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 116,126 483 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 116,130 483 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 111,401 463 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 104,165 433 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History Added to 99,903 419 0.05% 0.03% 60 +22,022 28.28% Q3 2026 Nov 03, 2026
GAMCO INVESTORS, INC. ET AL History No change 100,047 416 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
Mork Capital Management, LLC History No change 100,000 416 0.27% 0.27% 62 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Investment Partners LLC History New 99,008 415 0.03% — 63 +99,008 New Q3 2026 Oct 28, 2026
Blueprint Financial Advisors LLC History New 99,008 415 0.04% — 64 +99,008 New Q3 2026 Oct 28, 2026
MACKENZIE FINANCIAL CORP History Added to 97,367 408 0.0% 0.0% 65 +3,044 3.23% Q3 2026 Nov 02, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 96,368 400 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 91,500 380 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 89,984 374 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 84,193 350 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History New 80,000 336 0.01% — 70 +80,000 New Q3 2026 Oct 23, 2026
WINTON GROUP Ltd History No change 79,676 331 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History New 78,461 329 0.01% — 72 +78,461 New Q3 2026 Oct 13, 2026
HighTower Advisors, LLC History No change 75,882 315 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 73,787 306 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 70,400 292 0.01% 0.01% 75 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 69,309 288 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 62,994 280 0.0% 0.0% 78 +17,984 39.96% Q3 2026 Oct 13, 2026
Cambria Investment Management, L.P. History No change 67,313 280 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 65,539 273 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Technology Lab Private Ltd History No change 65,308 272 0.06% 0.06% 80 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 62,461 259 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 62,211 258 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 56,573 235 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 71,586 214 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 49,878 207 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 49,734 206 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 49,251 204 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 44,649 185 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 43,812 182 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 02, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 42,438 176 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 38,524 160 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 37,606 156 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 36,663 152 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 31,800 132 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 31,401 130 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 30,888 128 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 30,205 125 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 29,874 124 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 28,152 117 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 28,064 116 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 04, 2026
XPONANCE LLC History Added to 27,303 114 0.0% 0.0% 101 +843 3.19% Q3 2026 Nov 03, 2026
Cerity Partners LLC History No change 26,705 111 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Investors Research Corp History No change 25,615 107 0.02% 0.02% 103 0 0.0% Q3 2026 Oct 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 24,803 103 0.0% 0.0% 104 0 0.0% Q2 2026 Sep 09, 2026
SIGNATUREFD, LLC History Added to 24,092 101 0.0% 0.0% 105 +13,478 126.98% Q3 2026 Oct 23, 2026
Vanguard Personalized Indexing Management, LLC History No change 23,886 99 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
Wealth Architects, LLC History Reduced 22,128 92 0.01% 0.01% 107 -7,460 -25.21% Q3 2026 Nov 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 21,923 91 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 06, 2026
ROYCE & ASSOCIATES LP History No change 21,518 89 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 21,499 89 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Reduced 21,176 88 0.0% 0.0% 112 -4,298 -16.87% Q3 2026 Nov 03, 2026
Sequoia Financial Advisors, LLC History No change 21,311 88 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 17, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 20,891 86 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 20,000 83 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 19,379 80 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 19,008 79 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 19,051 79 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 18,743 78 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 10, 2026
Virtu Financial LLC History No change 17,987 75 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 16,643 70 0.0% 0.0% 120 0 0.0% Q3 2026 Nov 02, 2026
O'Neil Global Advisors, Inc. History No change 16,026 66 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 14,948 62 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,724 61 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 14,390 59 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 20, 2026
AXQ CAPITAL, LP History No change 14,242 59 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 06, 2026
OXFORD ASSET MANAGEMENT LLP History No change 14,114 58 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
Fruth Investment Management History No change 13,500 56 0.01% 0.01% 127 0 0.0% Q3 2026 Oct 13, 2026
BRIGHTON JONES LLC History Added to 13,183 55 0.0% 0.0% 129 +2,145 19.43% Q3 2026 Nov 03, 2026
FMR LLC History No change 13,292 55 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Burns Matteson Capital Management, LLC History New 12,349 51 0.02% — 131 +12,349 New Q3 2026 Oct 16, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 12,290 51 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 11,832 49 0.0% 0.0% 132 -114 -0.95% Q3 2026 Oct 23, 2026
HB Wealth Management, LLC History New 11,460 48 0.0% — 134 +11,460 New Q3 2026 Oct 23, 2026
ProShare Advisors LLC History Reduced 11,571 48 0.0% 0.0% 133 -494 -4.09% Q3 2026 Oct 28, 2026
State of Alaska, Department of Revenue History No change 10,605 44 0.0% 0.0% 135 0 0.0% Q3 2026 Oct 15, 2026
Ullmann Wealth Partners Group, LLC History No change 10,041 42 0.0% 0.0% 136 0 0.0% Q3 2026 Nov 02, 2026
Pacifica Capital Investments, LLC History No change 10,000 41 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 12, 2026
Hexagon Capital Partners LLC History No change 10,010 41 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 06, 2026
CANADA LIFE ASSURANCE Co History No change 9,308 39 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 8,920 37 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 7,222 30 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 6,184 26 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,497 18 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 4,042 16 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History No change 3,787 15 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History Added to 3,064 12 0.0% — 146 +2,995 4340.58% Q3 2026 Oct 14, 2026
Triumph Capital Management History No change 2,660 11 0.0% 0.0% 147 0 0.0% Q3 2026 Oct 14, 2026
McMillan Office, Inc. History No change 2,820 11 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 2,517 10 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 2,500 10 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 2,372 9 0.0% 0.0% 152 +2,023 579.66% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,285 9 0.0% 0.0% 151 0 0.0% Q3 2026 Oct 20, 2026
Sterling Capital Management LLC History Reduced 1,819 7 0.0% 0.0% 153 -38 -2.05% Q3 2026 Oct 22, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,456 6 0.0% 0.0% 154 -105 -6.73% Q3 2026 Oct 22, 2026
Private Wealth Asset Management, LLC History No change 1,598 6 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 1,473 6 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History Added to 1,379 5 0.0% — 160 +1,158 523.98% Q3 2026 Oct 26, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,352 5 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,224 5 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 24, 2026
EverSource Wealth Advisors, LLC History No change 1,421 5 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 24, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 1,000 4 0.0% — 164 +1,000 New Q3 2026 Oct 27, 2026
IFP Advisors, Inc History Added to 1,172 4 0.0% 0.0% 162 +449 62.1% Q3 2026 Oct 16, 2026
SBI Securities Co., Ltd. History Reduced 1,089 4 0.0% 0.0% 163 -304 -21.82% Q3 2026 Oct 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,055 4 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 775 3 0.0% — 166 +705 1007.14% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 806 3 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History Added to 666 2 0.0% 0.0% 168 +38 6.05% Q3 2026 Oct 14, 2026
Steward Partners Investment Advisory, LLC History No change 595 2 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History New 377 1 0.0% — 177 +377 New Q3 2026 Oct 21, 2026
US BANCORP \DE\ History No change 400 1 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
Minot DeBlois Advisors LLC History No change 420 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 368 1 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Oakworth Capital, Inc. History No change 403 1 0.0% 0.0% 172 0 0.0% Q3 2026 Oct 26, 2026
Global Retirement Partners, LLC History No change 298 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
Coston, McIsaac & Partners History No change 435 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 353 1 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 264 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 28, 2026
STRS OHIO History Closed out 0 0 — 0.0% — -88,500 -100.0% Q3 2026 Oct 30, 2026
Caitong International Asset Management Co., Ltd History Reduced 3 0 — 0.0% — -5,503 -99.95% Q3 2026 Oct 29, 2026
Covestor Ltd History Closed out 0 0 — 0.0% — -460 -100.0% Q3 2026 Oct 30, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.0% — -274 -100.0% Q3 2026 Oct 28, 2026
Provenance Wealth Advisors, LLC History New 181 0 — — — +181 New Q3 2026 Oct 30, 2026
Livelsberger Financial Advisory History New 133 0 — — — +133 New Q3 2026 Oct 27, 2026
Avion Wealth History Closed out 0 0 — — — -128 -100.0% Q3 2026 Nov 03, 2026
Cape Investment Advisory, Inc. History New 100 0 — — — +100 New Q3 2026 Oct 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 — — — -84 -100.0% Q3 2026 Oct 16, 2026
Ascentis Wealth Management, LLC History New 83 0 — — — +83 New Q3 2026 Nov 03, 2026
Center for Financial Planning, Inc. History New 58 0 — — — +58 New Q3 2026 Oct 26, 2026
Private Wealth Management Group, LLC History New 15 0 — — — +15 New Q3 2026 Oct 19, 2026
True Wealth Design, LLC History Added to 222 0 — — — +7 3.26% Q3 2026 Oct 13, 2026
FIFTH THIRD BANCORP History No change 76 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 30 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 148 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 64 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
EASTERN BANK History No change 65 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Strategic Wealth Partners, Ltd. History No change 211 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 82 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Rockefeller Capital Management L.P. History No change 31 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 25 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Physician Wealth Advisors, Inc. History No change 113 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
IAG Wealth Partners, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 208 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Leo H. Evart, Inc. History No change 23 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Cassaday & Co Wealth Management LLC History No change 35 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
New England Capital Financial Advisors LLC History No change 100 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
LGT Financial Advisors LLC History No change 125 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 188 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 43 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
BFC Planning, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Oct 29, 2026