ADVANCED ENERGY INDUSTRIES INC - AEIS

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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 4,626,399 1,725,045 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,143,658 799,305 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,714,026 639,108 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,559,661 581,423 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,416,875 528,310 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,272,597 474,356 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
Invesco Ltd. History No change 1,188,258 443,065 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,160,480 432,708 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,025,403 382,341 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
EARNEST PARTNERS LLC History No change 954,262 355,815 1.28% 1.28% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 938,239 351,021 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 686,434 255,950 0.06% 0.06% 12 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 655,584 244,381 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 585,573 218,342 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 577,834 215,459 1.68% 1.68% 15 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 525,150 195,812 0.02% 0.02% 16 0 0.0% Q2 2026 Sep 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 509,090 189,824 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 486,582 181,431 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 478,794 177,859 0.06% 0.06% 19 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 445,629 166,161 0.13% 0.13% 20 0 0.0% Q2 2026 Sep 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 436,932 162,918 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 414,656 154,612 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 392,740 146,440 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 390,534 145,619 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 375,982 140,192 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 03, 2026
GOLDMAN SACHS GROUP INC History No change 363,080 135,381 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 344,997 128,639 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 340,102 126,813 0.12% 0.12% 28 0 0.0% Q2 2026 Aug 14, 2026
Analog Century Management LP History No change 332,945 124,145 4.54% 4.54% 29 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 329,331 122,797 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 325,723 121,452 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 318,553 118,778 0.15% 0.15% 32 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 304,471 113,528 0.03% 0.03% 33 0 0.0% Q2 2026 Aug 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 65,528 107,490 0.04% 0.04% 34 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 278,288 103,765 0.1% 0.1% 35 0 0.0% Q2 2026 Aug 12, 2026
SNYDER CAPITAL MANAGEMENT L P History No change 256,814 95,758 1.65% 1.65% 36 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 256,709 95,718 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 283,983 91,644 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 245,190 91,423 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 244,468 91,154 0.17% 0.17% 40 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 240,845 89,803 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 240,345 89,617 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 251,219 88,074 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 235,394 87,771 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 219,468 81,834 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 207,316 77,303 0.51% 0.51% 46 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 204,788 76,359 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 190,097 70,881 0.26% 0.26% 48 0 0.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 184,957 68,964 0.4% 0.4% 49 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 174,328 64,975 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 164,584 61,368 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 164,207 61,226 0.01% 0.01% 52 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 160,161 59,719 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 158,574 59,127 0.07% 0.07% 54 0 0.0% Q2 2026 Jul 29, 2026
TD ASSET MANAGEMENT INC History No change 155,455 57,964 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 04, 2026
Nuveen, LLC History No change 155,136 57,845 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 11, 2026
SORA INVESTORS LLC History No change 139,963 52,188 4.0% 4.0% 57 0 0.0% Q2 2026 Aug 14, 2026
BAMCO INC /NY/ History No change 139,367 51,965 0.08% 0.08% 58 0 0.0% Q2 2026 Aug 14, 2026
Munro Partners History No change 135,051 50,356 1.11% 1.11% 59 0 0.0% Q2 2026 Aug 10, 2026
Tidal Investments LLC History No change 132,991 49,588 0.09% 0.09% 60 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 127,682 47,608 0.07% 0.07% 61 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 122,013 45,494 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 119,938 44,721 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 03, 2026
FEDERATED HERMES, INC. History No change 115,235 42,967 0.06% 0.06% 64 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 115,229 42,965 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 113,729 42,406 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 147,598 41,595 0.27% 0.35% 67 -2,912 -1.93% Q3 2026 Oct 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 109,174 40,708 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 14, 2026
Hardman Johnston Global Advisors LLC History No change 108,893 40,602 1.42% 1.42% 69 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 108,580 40,486 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 11, 2026
Ceredex Value Advisors LLC History No change 98,850 36,858 1.04% 1.04% 71 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 98,562 36,750 0.05% 0.05% 72 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 97,958 36,525 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 12, 2026
Jump Financial, LLC History No change 96,690 36,052 0.29% 0.29% 74 0 0.0% Q2 2026 Aug 13, 2026
TEMA ETFS LLC History No change 96,621 36,027 1.16% 1.16% 75 0 0.0% Q2 2026 Jul 10, 2026
First Eagle Investment Management, LLC History No change 91,535 34,130 0.06% 0.06% 76 0 0.0% Q2 2026 Aug 05, 2026
Freestone Grove Partners LP History No change 87,213 32,519 0.21% 0.21% 77 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 86,122 32,112 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 13, 2026
Amanah Holdings Trust History No change 85,000 31,693 1.86% 1.86% 79 0 0.0% Q2 2026 Jul 17, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 83,344 31,076 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 82,512 28,726 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 76,320 28,457 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 75,137 28,016 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
DENDUR CAPITAL LP History No change 75,000 27,965 1.47% 1.47% 84 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 74,131 27,641 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 73,912 27,559 0.3% 0.3% 86 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 73,471 27,395 0.12% 0.12% 87 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 73,170 27,282 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 72,835 27,157 0.48% 0.48% 89 0 0.0% Q2 2026 Aug 14, 2026
THAMES CAPITAL MANAGEMENT LLC History No change 70,220 26,182 2.15% 2.15% 90 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 70,060 26,123 0.13% 0.13% 91 0 0.0% Q2 2026 Jul 17, 2026
Artemis Investment Management LLP History Reduced 92,271 26,003 0.23% 0.39% 92 -26,618 -22.39% Q3 2026 Oct 08, 2026
LORD, ABBETT & CO. LLC History No change 67,920 25,325 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 67,900 25,317 0.08% 0.08% 94 0 0.0% Q2 2026 Jul 28, 2026
Aperture Investors, LLC History No change 65,602 24,461 2.21% 2.21% 95 0 0.0% Q2 2026 Aug 14, 2026
Troluce Capital Advisors LLC History No change 65,000 24,236 2.5% 2.5% 96 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 64,077 23,892 0.28% 0.28% 97 0 0.0% Q2 2026 Aug 12, 2026
PDT Partners, LLC History No change 62,188 23,188 1.22% 1.22% 98 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 62,056 23,138 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 13, 2026
Tributary Capital Management, LLC History No change 58,540 21,827 1.79% 1.79% 100 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History No change 57,907 21,591 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 57,840 21,566 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 56,379 21,022 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 07, 2026
STEELHEAD PARTNERS LLC History No change 55,174 20,572 1.47% 1.47% 104 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 55,106 20,547 0.09% 0.09% 105 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 55,000 20,507 0.36% 0.36% 106 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 54,371 20,273 0.66% 0.66% 107 0 0.0% Q2 2026 Jul 17, 2026
G2 Investment Partners Management LLC History No change 53,000 19,762 3.6% 3.6% 108 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 52,986 19,726 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 51,656 19,026 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Aristotle Capital Boston, LLC History No change 50,851 18,960 1.27% 1.27% 111 0 0.0% Q2 2026 Aug 14, 2026
Alberta Investment Management Corp History No change 50,700 18,904 0.11% 0.11% 112 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 50,222 18,726 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 50,134 18,693 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 12, 2026
E20 Capital Ltd History No change 50,051 18,662 1.5% 1.5% 115 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 49,941 18,622 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 10, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 49,423 18,428 0.38% 0.38% 117 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 47,706 17,788 0.46% 0.46% 118 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 46,990 17,521 0.17% 0.17% 119 0 0.0% Q2 2026 Aug 11, 2026
Weiss Asset Management LP History No change 46,911 17,491 0.18% 0.18% 120 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 45,831 17,089 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Nicholas Investment Partners, LP History No change 45,677 17,031 0.96% 0.96% 122 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 44,132 16,455 0.05% 0.05% 123 0 0.0% Q2 2026 Jul 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 44,098 16,442 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 24, 2026
AXIOM INVESTORS LLC /DE History No change 41,546 15,491 0.13% 0.13% 125 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 41,148 15,342 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 06, 2026
M&G Plc History No change 40,534 15,119 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS ADVISORS, LLC History No change 40,513 15,106 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 40,455 15,084 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 38,703 14,431 0.15% 0.15% 130 0 0.0% Q2 2026 Aug 03, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC History No change 38,683 14,423 1.94% 1.94% 131 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 38,577 14,187 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 06, 2026
Trexquant Investment LP History No change 38,000 14,169 0.08% 0.08% 133 0 0.0% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History No change 37,959 14,153 0.17% 0.17% 134 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 39,420 14,051 0.04% 0.04% 135 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 36,868 13,746 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Compass Wealth Management LLC History No change 35,738 13,325 2.52% 2.52% 137 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 34,552 12,882 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 34,437 12,840 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 33,988 12,673 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 23, 2026
CenterBook Partners LP History No change 33,252 12,398 0.61% 0.61% 141 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 32,931 12,278 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 32,621 12,163 0.1% 0.1% 143 0 0.0% Q2 2026 Aug 06, 2026
Mizuho Markets Cayman LP History No change 31,635 11,795 0.44% 0.44% 144 0 0.0% Q2 2026 Jul 24, 2026
ALGERT GLOBAL LLC History No change 31,460 11,730 0.14% 0.14% 145 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 31,383 11,701 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 10, 2026
OMERS ADMINISTRATION Corp History No change 31,000 11,558 0.07% 0.07% 147 0 0.0% Q2 2026 Aug 13, 2026
Fiera Capital Corp History No change 30,099 11,223 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 07, 2026
ExodusPoint Capital Management, LP History No change 29,819 11,118 0.07% 0.07% 149 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 29,618 11,043 0.14% 0.14% 150 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 28,708 10,704 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 28,576 10,655 0.09% 0.09% 152 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 29,411 10,238 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 26,000 9,694 0.54% 0.54% 154 0 0.0% Q2 2026 Aug 10, 2026
SCALAR GAUGE MANAGEMENT, LLC History No change 26,000 9,694 5.34% 5.34% 155 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 25,636 9,559 0.07% 0.07% 156 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 25,390 9,467 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 07, 2026
Fourier Capital Management Ltd History No change 25,377 9,462 14.79% 14.79% 158 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 26,304 9,373 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 25,121 9,366 0.15% 0.15% 160 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE GROUP LLC History No change 24,485 9,129 0.37% 0.37% 161 0 0.0% Q2 2026 Aug 13, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 24,220 9,030 0.15% 0.15% 162 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 24,212 9,027 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 23,048 8,594 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 22,892 8,535 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 22,403 8,351 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 21,647 8,071 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 03, 2026
XTX Topco Ltd History No change 20,861 7,778 0.1% 0.1% 168 0 0.0% Q2 2026 Aug 14, 2026
HOMESTEAD ADVISERS CORP History No change 20,762 7,741 0.19% 0.19% 169 0 0.0% Q2 2026 Aug 13, 2026
South Dakota Investment Council History No change 20,418 7,613 0.13% 0.13% 170 0 0.0% Q2 2026 Aug 11, 2026
NAVELLIER & ASSOCIATES INC History No change 20,269 7,557 0.6% 0.6% 171 0 0.0% Q2 2026 Aug 04, 2026
4D Advisors, LLC History No change 20,000 7,457 2.86% 2.86% 172 0 0.0% Q2 2026 Aug 14, 2026
KIDS CAPITAL MANAGEMENT, L.P. History No change 19,500 7,270 5.71% 5.71% 173 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 18,996 7,083 0.03% 0.03% 174 0 0.0% Q2 2026 Jul 30, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 18,948 7,065 0.09% 0.09% 175 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 18,699 6,972 0.31% 0.31% 176 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 18,672 6,962 0.28% 0.28% 177 0 0.0% Q2 2026 Aug 13, 2026
Potrero Capital Research LLC History No change 18,592 6,932 3.85% 3.85% 178 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 18,128 6,759 0.05% 0.05% 179 0 0.0% Q2 2026 Aug 13, 2026
Pier Capital, LLC History No change 18,128 6,759 0.9% 0.9% 180 0 0.0% Q2 2026 Aug 05, 2026
AMALGAMATED BANK History No change 17,802 6,638 0.05% 0.05% 181 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 17,406 6,490 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 17,389 6,484 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 17,307 6,453 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 17,209 6,416 0.08% 0.08% 185 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 17,122 6,385 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 17,054 6,358 0.05% 0.05% 187 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 16,969 6,325 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 13, 2026
REINHART PARTNERS, LLC. History Added to 22,278 6,278 0.15% 0.08% 189 +13,071 141.97% Q3 2026 Oct 09, 2026
MACKENZIE FINANCIAL CORP History No change 16,817 6,270 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 13, 2026
Daventry Group, LP History No change 16,500 6,152 4.64% 4.64% 191 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 16,416 6,121 0.08% 0.08% 192 0 0.0% Q2 2026 Aug 13, 2026
CASTLEARK MANAGEMENT LLC History No change 16,193 6,037 0.16% 0.16% 193 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 16,070 5,992 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 16,049 5,984 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 15,766 5,878 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 15,462 5,765 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 25, 2026
Granahan Investment Management, LLC History No change 15,412 5,746 0.2% 0.2% 198 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 15,399 5,741 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 14,361 5,354 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 05, 2026
Polymer Capital Management (HK) LTD History No change 14,119 5,264 0.27% 0.27% 201 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 13,903 5,226 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 13,990 5,216 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,829 5,156 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 13,761 5,131 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 13,723 5,116 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 13,701 5,109 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 13,124 4,894 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 12,939 4,824 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 12,906 4,812 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 27, 2026
Erste Asset Management GmbH History No change 13,582 4,728 0.04% 0.04% 211 0 0.0% Q2 2026 Jul 28, 2026
State of New Jersey Common Pension Fund D History No change 12,638 4,712 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 04, 2026
B. Metzler seel. Sohn & Co. AG History No change 12,451 4,642 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 11, 2026
CHILTON INVESTMENT CO INC. History No change 12,238 4,563 0.11% 0.11% 214 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 11,929 4,447 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 17, 2026
O'Connor Alternative Investments LLC History No change 11,850 4,418 0.32% 0.32% 216 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 11,652 4,344 0.09% 0.09% 217 0 0.0% Q2 2026 Jul 13, 2026
Visionary Wealth Advisors History No change 11,507 4,290 0.17% 0.17% 218 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 11,404 4,252 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History No change 11,100 4,138 0.06% 0.06% 220 0 0.0% Q2 2026 Jul 21, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 11,000 4,101 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 10,935 4,077 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 08, 2026
Calamos Advisors LLC History No change 10,699 3,989 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD BANCORP History No change 10,686 3,984 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 05, 2026
Main Management ETF Advisors, LLC History No change 10,582 3,946 0.12% 0.12% 225 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 10,493 3,912 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 10,483 3,908 0.04% 0.04% 227 0 0.0% Q2 2026 Jul 16, 2026
Hel Ved Capital Management Ltd History No change 10,240 3,818 0.28% 0.28% 228 0 0.0% Q2 2026 Aug 14, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History No change 10,073 3,755 0.28% 0.28% 229 0 0.0% Q2 2026 Jul 21, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 10,037 3,742 0.63% 0.63% 230 0 0.0% Q2 2026 Aug 10, 2026
LBP AM SA History No change 9,988 3,724 0.04% 0.04% 231 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Personalized Indexing Management, LLC History No change 9,829 3,664 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 9,687 3,611 0.07% 0.07% 233 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 9,550 3,560 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Investments Australia, Ltd. History No change 9,547 3,559 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
CVFG LLC History No change 9,140 3,408 0.36% 0.36% 236 0 0.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History No change 9,126 3,402 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 9,105 3,394 0.02% 0.02% 238 0 0.0% Q2 2026 Jul 17, 2026
Rockefeller Capital Management L.P. History No change 8,962 3,341 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 8,900 3,318 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 8,803 3,282 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 8,686 3,238 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 04, 2026
KLP KAPITALFORVALTNING AS History No change 8,620 3,214 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 12, 2026
Campbell & CO Investment Adviser LLC History No change 8,607 3,209 0.17% 0.17% 244 0 0.0% Q2 2026 Aug 03, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 8,554 3,189 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 8,506 3,171 0.05% 0.05% 246 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 8,445 3,149 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 8,127 3,024 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 8,100 3,020 0.08% 0.08% 249 0 0.0% Q2 2026 Jul 29, 2026
OAK ASSOCIATES LTD /OH/ History No change 8,091 3,016 0.17% 0.17% 250 0 0.0% Q2 2026 Aug 14, 2026
Green Alpha Advisors, LLC History Added to 10,468 2,950 2.0% 2.52% 251 +398 3.95% Q3 2026 Oct 08, 2026
TRUIST FINANCIAL CORP History No change 7,907 2,948 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 28, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,880 2,938 0.03% 0.03% 253 0 0.0% Q2 2026 Jul 28, 2026
XPONANCE LLC History No change 7,879 2,937 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 7,710 2,874 0.07% 0.07% 255 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,554 2,816 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
Diametric Capital, LP History No change 7,543 2,812 0.3% 0.3% 257 0 0.0% Q2 2026 Aug 14, 2026
Concentric Capital Strategies, LP History No change 7,513 2,801 0.16% 0.16% 258 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,415 2,764 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 7,368 2,747 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 03, 2026
Legato Capital Management LLC History No change 7,248 2,702 0.22% 0.22% 261 0 0.0% Q2 2026 Aug 06, 2026
Allianz Asset Management GmbH History No change 7,220 2,692 0.0% 0.0% 262 0 0.0% Q2 2026 Sep 02, 2026
Hudson Bay Capital Management LP History No change 7,160 2,669 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Life Insurance Co History No change 7,032 2,622 0.09% 0.09% 264 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 7,013 2,614 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 7,000 2,610 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History No change 7,000 2,610 0.24% 0.24% 267 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 6,999 2,609 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,986 2,604 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 19, 2026
Peterson Wealth Services History No change 6,934 2,585 0.56% 0.56% 270 0 0.0% Q2 2026 Jul 27, 2026
NorthCrest Asset Manangement, LLC History No change 8,358 2,584 0.07% 0.07% 271 0 0.0% Q2 2026 Jul 15, 2026
NIA IMPACT ADVISORS, LLC History No change 6,768 2,523 1.05% 1.05% 272 0 0.0% Q2 2026 Aug 03, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 6,710 2,501 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 6,663 2,484 0.1% 0.1% 274 0 0.0% Q2 2026 Aug 12, 2026
COOKSON PEIRCE & CO INC History No change 6,459 2,408 0.08% 0.08% 275 0 0.0% Q2 2026 Jul 23, 2026
Gotham Asset Management, LLC History No change 6,378 2,378 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
Havemeyer Place LP History No change 6,363 2,372 0.23% 0.23% 277 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 6,268 2,337 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 07, 2026
Pictet Asset Management Holding SA History No change 6,268 2,337 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 15,959 2,331 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 15, 2026
Aster Capital Management (DIFC) Ltd History No change 6,244 2,328 0.5% 0.5% 281 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,172 2,300 0.02% 0.02% 282 0 0.0% Q2 2026 Sep 23, 2026
Atria Investments, Inc History No change 6,112 2,279 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,094 2,272 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 6,072 2,264 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 5,978 2,229 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 5,870 2,188 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History No change 5,851 2,180 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 20, 2026
Numerai GP LLC History No change 5,843 2,178 0.18% 0.18% 289 0 0.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History No change 5,747 2,142 0.64% 0.64% 290 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,719 2,132 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 5,679 2,118 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 5,544 2,067 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 5,448 2,019 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History No change 5,405 2,015 0.07% 0.07% 295 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 5,267 1,964 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 20, 2026
ALLSTATE CORP History No change 5,203 1,940 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 5,203 1,940 0.19% 0.19% 298 0 0.0% Q2 2026 Jul 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 5,130 1,912 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 23, 2026
IAM Advisory, LLC History No change 5,106 1,904 0.37% 0.37% 300 0 0.0% Q2 2026 Jul 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 5,018 1,871 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 10, 2026
LMR Partners LLP History No change 4,918 1,833 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,744 1,764 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 4,659 1,737 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 4,558 1,699 0.01% 0.01% 305 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 4,554 1,698 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 30, 2026
Vident Advisory, LLC History No change 4,404 1,642 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,376 1,631 0.02% 0.02% 308 0 0.0% Q2 2026 Jul 28, 2026
JENNISON ASSOCIATES LLC History No change 4,301 1,603 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 03, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 4,246 1,583 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 4,145 1,546 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 27, 2026
DAVENPORT & Co LLC History No change 4,091 1,525 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 13, 2026
Blueshift Asset Management, LLC History No change 4,049 1,509 0.35% 0.35% 313 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 4,012 1,495 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 29, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 4,000 1,491 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 31, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 3,843 1,432 0.13% 0.13% 316 0 0.0% Q2 2026 Jul 29, 2026
Pinnacle Financial Partners, Inc. History No change 3,788 1,412 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 3,678 1,371 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 3,677 1,371 0.01% 0.01% 319 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 3,671 1,368 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 04, 2026
ALLIANZ SE History No change 3,592 1,339 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History No change 3,509 1,308 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 29, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,485 1,299 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Technology Lab Private Ltd History No change 3,436 1,281 0.29% 0.29% 324 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 3,433 1,280 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 3,166 1,178 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 3,139 1,170 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 3,123 1,164 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 11, 2026
EntryPoint Capital, LLC History No change 3,091 1,152 0.28% 0.28% 329 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,999 1,118 0.02% 0.02% 330 0 0.0% Q2 2026 Jul 23, 2026
BOKF, NA History No change 2,935 1,094 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 10, 2026
BURNEY CO/ History No change 2,918 1,088 0.03% 0.03% 332 0 0.0% Q2 2026 Jul 14, 2026
Kestra Advisory Services, LLC History No change 2,913 1,086 0.0% 0.0% 333 0 0.0% Q2 2026 Jul 28, 2026
Vontobel Holding Ltd. History No change 2,910 1,085 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 03, 2026
Baron Wealth Management LLC History No change 2,883 1,074 0.28% 0.28% 335 0 0.0% Q2 2026 Jul 07, 2026
Integrated Quantitative Investments LLC History No change 2,859 1,066 0.17% 0.17% 336 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 2,835 1,057 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 28, 2026
Legacy Wealth Asset Management, LLC History Added to 3,727 1,050 0.23% 0.17% 338 +1,645 79.01% Q3 2026 Oct 08, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 2,807 1,047 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 2,752 1,026 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
ROBOTTI ROBERT History No change 2,725 1,016 0.16% 0.16% 341 0 0.0% Q2 2026 Aug 07, 2026
Counterpoint Mutual Funds LLC History No change 2,696 1,005 0.1% 0.1% 342 0 0.0% Q2 2026 Jul 20, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 2,696 1,005 0.06% 0.06% 343 0 0.0% Q2 2026 Aug 05, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 2,648 987 0.06% 0.06% 344 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 2,595 967 0.09% 0.09% 345 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,569 957 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 13, 2026
CIM INVESTMENT MANAGEMENT INC History No change 2,569 957 0.23% 0.23% 347 0 0.0% Q2 2026 Sep 29, 2026
Magnetar Financial LLC History No change 2,561 954 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,544 948 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 2,516 938 0.1% 0.1% 350 0 0.0% Q2 2026 Aug 12, 2026
CONNABLE OFFICE INC History No change 2,505 934 0.08% 0.08% 351 0 0.0% Q2 2026 Aug 03, 2026
HARBER ASSET MANAGEMENT LLC History No change 2,500 932 0.56% 0.56% 352 0 0.0% Q2 2026 Aug 11, 2026
Vinva Investment Management Ltd History No change 1,821 921 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 2,445 911 0.02% 0.02% 354 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 2,443 910 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
Scientech Research LLC History No change 2,402 895 0.73% 0.73% 356 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,355 878 0.05% 0.05% 357 0 0.0% Q2 2026 Aug 04, 2026
CIBC Bancorp USA Inc. History No change 2,320 859 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,276 848 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 2,267 845 0.01% 0.01% 360 0 0.0% Q2 2026 Aug 12, 2026
Ares Systematic Credit Ltd History No change 2,263 843 0.51% 0.51% 361 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 2,257 841 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 2,978 839 0.03% 0.04% 363 +209 7.55% Q3 2026 Oct 08, 2026
HighVista Strategies LLC History No change 2,240 835 0.19% 0.19% 364 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 2,240 835 0.2% 0.2% 365 0 0.0% Q2 2026 Aug 10, 2026
Abel Hall, LLC History No change 2,239 834 0.14% 0.14% 366 0 0.0% Q2 2026 Jul 24, 2026
Crossmark Global Holdings, Inc. History No change 2,176 811 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 16, 2026
Sequoia Financial Advisors, LLC History No change 2,168 808 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,149 801 0.0% 0.0% 369 0 0.0% Q2 2026 Jul 28, 2026
Neo Ivy Capital Management History No change 2,150 801 0.18% 0.18% 370 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,782 790 0.03% 0.03% 371 0 0.0% Q2 2026 Jul 23, 2026
GSA CAPITAL PARTNERS LLP History No change 2,119 790 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 06, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 2,107 785 0.21% 0.21% 373 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 2,074 773 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,039 760 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 11, 2026
Freestone Capital Holdings, LLC History No change 2,021 753 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 31, 2026
Maryland State Retirement & Pension System History No change 2,002 746 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 30, 2026
Utah Retirement Systems History No change 1,969 734 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 1,957 729 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 07, 2026
Compton Wealth Advisory Group, LLC History No change 2,040 726 0.15% 0.15% 380 0 0.0% Q2 2026 Jul 21, 2026
Frank, Rimerman Advisors LLC History No change 1,942 724 0.04% 0.04% 381 0 0.0% Q2 2026 Jul 27, 2026
TWINBEECH CAPITAL LP History No change 1,900 708 0.13% 0.13% 382 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 1,894 706 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 12, 2026
Integrated Investment Consultants, LLC History No change 1,885 702 0.14% 0.14% 384 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 1,875 699 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 1,873 698 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 12, 2026
GUIDANCE CAPITAL, INC History No change 2,445 698 0.15% 0.15% 387 0 0.0% Q2 2026 Jul 20, 2026
Ifrah Financial Services, Inc. History No change 1,868 696 0.17% 0.17% 388 0 0.0% Q2 2026 Jul 21, 2026
Baird Financial Group, Inc. History No change 1,852 690 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 1,819 678 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 1,779 663 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 11, 2026
Savvy Advisors, Inc. History No change 1,760 656 0.01% 0.01% 392 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 1,756 654 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 1,755 654 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 1,747 651 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 20, 2026
D.A. DAVIDSON & CO. History No change 1,732 645 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 24, 2026
Perpetual Ltd History No change 1,732 645 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 15, 2026
NORDEN GROUP LLC History No change 1,644 613 0.05% 0.05% 398 0 0.0% Q2 2026 Jul 29, 2026
USS Investment Management Ltd History No change 1,600 596 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 11, 2026
MAVERICK CAPITAL LTD History No change 1,598 595 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History No change 1,595 594 0.07% 0.07% 401 0 0.0% Q2 2026 Jul 14, 2026
Maxi Investments CY Ltd History No change 1,566 584 0.12% 0.12% 402 0 0.0% Q2 2026 Aug 13, 2026
Itau Unibanco Holding S.A. History No change 1,566 583 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 1,558 580 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 1,529 570 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 11, 2026
MRA Advisory Group History Added to 2,014 567 0.21% 0.24% 406 +206 11.39% Q3 2026 Oct 07, 2026
David J Yvars Group History No change 2,005 565 0.26% 0.35% 407 0 0.0% Q3 2026 Oct 09, 2026
TORONTO DOMINION BANK History No change 1,506 561 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 1,503 560 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 04, 2026
ProShare Advisors LLC History No change 1,500 559 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 1,493 556 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,481 552 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 07, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 1,479 551 0.09% 0.09% 413 0 0.0% Q2 2026 Aug 04, 2026
INTRUST BANK NA History No change 1,471 548 0.04% 0.04% 414 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 1,468 547 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 11, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,460 544 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 1,429 532 0.05% 0.05% 417 0 0.0% Q2 2026 Jul 31, 2026
Round Rock Advisors LLC History No change 1,426 531 0.07% 0.07% 418 0 0.0% Q2 2026 Aug 12, 2026
Polymer Capital Management (US) LLC History No change 1,418 528 0.07% 0.07% 419 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 1,392 519 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 1,386 516 0.02% 0.02% 421 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 1,375 512 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 10, 2026
MUFG Securities EMEA plc History No change 1,360 507 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 1,362 507 0.0% 0.0% 424 0 0.0% Q2 2026 Sep 23, 2026
MAI Capital Management History No change 1,350 503 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 1,345 501 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,338 498 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 1,312 489 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,404 488 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 1,300 484 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 1,300 484 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 1,298 483 0.04% 0.04% 432 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 1,280 477 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 1,276 475 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History No change 1,505 474 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 29, 2026
Harvest Fund Management Co., Ltd History No change 1,270 474 0.02% 0.02% 436 0 0.0% Q2 2026 Aug 19, 2026
KBC Group NV History No change 1,244 464 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 05, 2026
Portman Square Capital LLP History No change 1,240 462 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 15, 2026
Bridgewater Associates, LP History No change 1,239 461 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 1,236 460 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 17, 2026
Laurion Capital Management LP History No change 1,228 457 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 1,218 454 0.0% 0.0% 442 0 0.0% Q2 2026 Sep 08, 2026
Ellevest, Inc. History No change 1,207 450 0.05% 0.05% 443 0 0.0% Q2 2026 Aug 10, 2026
PIAR LLC History No change 1,200 447 0.26% 0.26% 444 0 0.0% Q2 2026 Aug 10, 2026
111 Capital History No change 1,192 444 0.08% 0.08% 445 0 0.0% Q2 2026 Aug 04, 2026
GLOBEFLEX CAPITAL L P History No change 1,185 441 0.06% 0.06% 446 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 1,180 440 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 06, 2026
CIBC Asset Management Inc History No change 1,167 435 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 03, 2026
OPTIMIZE FINANCIAL INC. History No change 1,168 435 0.16% 0.16% 449 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 1,168 435 0.1% 0.1% 450 0 0.0% Q2 2026 Aug 13, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 1,148 428 0.08% 0.08% 451 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 1,147 427 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 11, 2026
Hillsdale Investment Management Inc. History No change 1,130 421 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 12, 2026
North Dakota State Investment Board History No change 1,111 414 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 04, 2026
SIMPLEX TRADING, LLC History No change 1,106 412 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 12, 2026
Teza Capital Management LLC History No change 1,107 412 0.8% 0.8% 456 0 0.0% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History No change 1,092 407 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 29, 2026
GLENMEDE TRUST CO NA History No change 1,078 401 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 10, 2026
Revolve Wealth Partners, LLC History No change 1,076 401 0.04% 0.04% 459 0 0.0% Q2 2026 Jul 09, 2026
Symphony Financial Services, Inc. History No change 1,075 400 0.18% 0.18% 460 0 0.0% Q2 2026 Jul 22, 2026
Red Spruce Capital, LLC History Added to 1,410 397 0.14% 0.13% 462 +429 43.73% Q3 2026 Oct 07, 2026
GREENLEAF TRUST History No change 1,067 397 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 21, 2026
Kingsview Wealth Management, LLC History No change 1,029 383 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 18, 2026
Navalign, LLC History No change 1,021 380 0.09% 0.09% 464 0 0.0% Q2 2026 Jul 27, 2026
ANB BANK History No change 1,339 377 0.13% 0.19% 465 0 0.0% Q3 2026 Oct 09, 2026
Lido Advisors, LLC History No change 1,010 376 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 1,008 373 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 20, 2026
SkyView Investment Advisors, LLC History No change 1,000 373 0.29% 0.29% 468 0 0.0% Q2 2026 Sep 14, 2026
SeaCrest Wealth Management, LLC History No change 1,000 372 0.04% 0.04% 469 0 0.0% Q2 2026 Jul 09, 2026
HARTLINE INVESTMENT CORP/ History No change 983 366 0.03% 0.03% 470 0 0.0% Q2 2026 Jul 28, 2026
Heritage Family Offices, LLP History No change 970 361 0.14% 0.14% 471 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 970 361 0.14% 0.14% 472 0 0.0% Q2 2026 Jul 06, 2026
KINTRA WEALTH, LLC History No change 1,092 359 0.02% 0.02% 473 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 948 353 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 10, 2026
Twelve Points Wealth Management LLC History No change 919 342 0.07% 0.07% 475 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 908 338 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 27, 2026
PIER 88 INVESTMENT PARTNERS LLC History No change 900 335 0.08% 0.08% 477 0 0.0% Q2 2026 Aug 04, 2026
Fieldview Capital Management, LLC History No change 901 335 0.1% 0.1% 478 0 0.0% Q2 2026 Aug 14, 2026
PDS Planning, Inc History No change 897 334 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History No change 897 334 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 17, 2026
Storgate, LLC History No change 891 332 0.07% 0.07% 481 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 890 330 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 10, 2026
R Squared Ltd History No change 883 329 0.17% 0.17% 483 0 0.0% Q2 2026 Aug 05, 2026
Qsemble Capital Management, LP History No change 869 324 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 868 323 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 11, 2026
PROFUND ADVISORS LLC History No change 863 321 0.01% 0.01% 486 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 861 321 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 830 309 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 827 308 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 31, 2026
Waverly Advisors, LLC History No change 824 307 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 823 306 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 819 305 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 06, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 816 304 0.04% 0.04% 493 0 0.0% Q2 2026 Jul 29, 2026
PCM Encore, LLC History No change 817 304 0.05% 0.05% 494 0 0.0% Q2 2026 Aug 11, 2026
AlphaGrep UK Ltd History No change 812 302 0.09% 0.09% 495 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 784 292 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 10, 2026
SYON CAPITAL LLC History No change 778 290 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 777 289 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 24, 2026
Papamarkou Wellner Asset Management inc. History No change 760 288 0.18% 0.18% 499 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 772 287 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History Added to 1,011 285 0.02% 0.03% 501 +9 0.9% Q3 2026 Oct 07, 2026
Arkadios Wealth Advisors History No change 763 284 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 10, 2026
FLC Capital Advisors History No change 761 283 0.05% 0.05% 503 0 0.0% Q2 2026 Jul 20, 2026
Compound Planning, Inc. History No change 752 280 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 04, 2026
Brucke Financial, Inc. History No change 736 274 0.12% 0.12% 505 0 0.0% Q2 2026 Jul 21, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 732 273 0.04% 0.04% 506 0 0.0% Q2 2026 Aug 07, 2026
Hilltop National Bank History No change 732 272 0.06% 0.06% 507 0 0.0% Q2 2026 Jul 01, 2026
MGO ONE SEVEN LLC History No change 727 271 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 717 267 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 04, 2026
Union Bancaire Privee, UBP SA History No change 760 264 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 16, 2026
Pallas Capital Advisors LLC History No change 704 262 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 07, 2026
Impact Capital Partners LLC History No change 703 262 0.07% 0.07% 512 0 0.0% Q2 2026 Jul 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 700 261 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 685 255 0.01% 0.01% 514 0 0.0% Q2 2026 Jul 27, 2026
MIZUHO MARKETS AMERICAS LLC History No change 686 255 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 684 255 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 13, 2026
BTG Pactual Asset Management US LLC History No change 676 252 0.02% 0.02% 517 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 668 249 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 13, 2026
Gryphon Financial Partners LLC History No change 663 247 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 840 245 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 840 245 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 29, 2026
Versant Capital Management, Inc History Reduced 866 244 0.02% 0.03% 522 -72 -7.68% Q3 2026 Oct 01, 2026
Smartleaf Asset Management LLC History No change 698 243 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 12, 2026
Central Pacific Bank - Trust Division History Added to 860 242 0.03% 0.02% 526 +400 86.96% Q3 2026 Oct 05, 2026
Bayesian Capital Management, LP History No change 650 242 0.15% 0.15% 524 0 0.0% Q2 2026 Aug 14, 2026
Claret Asset Management Corp History No change 648 242 0.03% 0.03% 525 0 0.0% Q2 2026 Jul 27, 2026
Dorsey & Whitney Trust CO LLC History No change 641 239 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 628 234 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 29, 2026
Quantessence Capital LLC History No change 625 233 0.69% 0.69% 529 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 618 230 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 11, 2026
Vision Capital Management, Inc. History No change 619 230 0.03% 0.03% 531 0 0.0% Q2 2026 Aug 10, 2026
SEEDS INVESTOR LLC History No change 615 229 0.02% 0.02% 532 0 0.0% Q2 2026 Aug 12, 2026
HOWE & RUSLING INC History No change 614 228 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 605 225 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 05, 2026
Triangle Securities Wealth Management History No change 602 224 0.04% 0.04% 535 0 0.0% Q2 2026 Jul 14, 2026
Rafferty Asset Management, LLC History No change 599 223 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 600 223 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 07, 2026
CAXTON ASSOCIATES LLP History No change 595 221 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 590 219 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 589 219 0.01% 0.01% 540 0 0.0% Q2 2026 Aug 06, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 588 219 0.04% 0.04% 541 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 587 218 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 574 214 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 14, 2026
Farringdon Capital, Ltd. History No change 573 213 0.11% 0.11% 544 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 558 208 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 554 207 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 14, 2026
Markin Volterra Fund LP History No change 557 207 0.14% 0.14% 547 0 0.0% Q2 2026 Jul 23, 2026
Patriot Financial Group Insurance Agency, LLC History No change 546 203 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 16, 2026
Pitcairn Wealth Advisors LLC History No change 545 203 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 539 200 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 500 186 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 490 182 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History Added to 633 178 0.0% 0.0% 553 +133 26.6% Q3 2026 Oct 08, 2026
Godfrey Financial Associates, Inc. History No change 450 167 0.13% 0.13% 554 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History No change 430 160 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 04, 2026
SITTNER & NELSON, LLC History No change 416 155 0.05% 0.05% 556 0 0.0% Q2 2026 Aug 07, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 371 138 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 07, 2026
State of Wyoming History No change 344 128 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 06, 2026
Quantum Portfolio Management LLC History No change 308 114 0.04% 0.04% 559 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 296 110 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 28, 2026
Gen-Wealth Partners Inc History No change 286 106 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 274 102 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 266 99 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 264 98 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 24, 2026
OP Asset Management Ltd History No change 261 97 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 28, 2026
Archer Investment Corp History No change 250 93 0.02% 0.02% 566 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON-ALTUS USA INC. History No change 255 82 0.06% 0.06% 567 0 0.0% Q2 2026 Sep 17, 2026
Basecamp Wealth Advisors LLC History No change 222 82 0.02% 0.02% 568 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 216 80 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 27, 2026
Leonteq Securities AG History No change 217 80 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 203 75 0.0% 0.0% 571 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 188 70 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 06, 2026
Park Place Capital Corp History No change 189 70 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 13, 2026
Elequin Capital, LP History No change 182 67 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 161 60 0.0% 0.0% 575 0 0.0% Q2 2026 Sep 04, 2026
True Wealth Design, LLC History No change 148 55 0.01% 0.01% 576 0 0.0% Q2 2026 Jul 16, 2026
Essential Partners LLC History No change 150 55 0.03% 0.03% 577 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 140 52 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 137 51 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 21, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 178 50 0.0% 0.0% 580 -12 -6.32% Q3 2026 Oct 05, 2026
Silvant Capital Management LLC History No change 135 50 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 130 48 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 28, 2026
MACQUARIE GROUP LTD History No change 127 47 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History No change 125 46 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 125 46 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 122 45 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 30, 2026
LANARK FINANCIAL, INC. History No change 114 42 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 21, 2026
MEEDER ASSET MANAGEMENT INC History No change 113 42 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 105 39 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 07, 2026
Main Street Group, LTD History No change 100 37 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 13, 2026
Measured Wealth Private Client Group, LLC History No change 97 36 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 96 35 0.01% 0.01% 592 0 0.0% Q2 2026 Jul 27, 2026
Millstone Evans Group, LLC History No change 85 31 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 93 29 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 73 27 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 75 27 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 72 26 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 70 26 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 27, 2026
Eurizon Capital SGR S.p.A. History No change 74 25 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 29, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 65 24 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 08, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 86 24 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 67 24 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 67 24 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 24, 2026
Acumen Wealth Advisors, LLC History No change 64 23 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 66 23 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History New 80 22 0.01% — 606 +80 New Q3 2026 Oct 07, 2026
Carolina Wealth Advisors, LLC History No change 57 21 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 09, 2026
Bell Investment Advisors, Inc History No change 57 21 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 06, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 56 20 0.0% 0.0% 609 0 0.0% Q2 2026 Jul 09, 2026
Truvestments Capital LLC History No change 55 20 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 53 19 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 02, 2026
CVA Family Office, LLC History No change 53 19 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 07, 2026
WealthCollab, LLC History No change 52 19 0.01% 0.01% 613 0 0.0% Q2 2026 Aug 10, 2026
Markowski Investments History No change 51 19 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 50 18 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 11, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 45 17 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 47 17 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 42 15 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 05, 2026
GK Wealth Management LLC History New 51 14 0.01% — 620 +51 New Q3 2026 Oct 09, 2026
WPG Advisers, LLC History No change 39 14 0.01% 0.01% 619 0 0.0% Q2 2026 Aug 05, 2026
WestEnd Advisors, LLC History No change 36 13 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 33 12 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 20, 2026
High Note Wealth, LLC History No change 33 12 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 31 11 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 22, 2026
BURKETT FINANCIAL SERVICES, LLC History New 36 10 0.0% — 628 +36 New Q3 2026 Oct 01, 2026
Fortitude Family Office, LLC History No change 29 10 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 20, 2026
Financial Network Wealth Advisors LLC History No change 28 10 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 29, 2026
McMillan Office, Inc. History No change 27 10 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 26 9 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 31, 2026
JFS WEALTH ADVISORS, LLC History No change 25 9 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 10, 2026
Covestor Ltd History No change 24 9 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 07, 2026
MidFirst Bank History No change 25 9 0.0% 0.0% 632 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Edge Private Wealth Management, LLC History No change 23 8 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 23, 2026
Retirement Wealth Solutions LLC History Reduced 25 7 0.0% 0.01% 637 -6 -19.35% Q3 2026 Oct 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 22 7 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 21 7 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 21 7 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 20 7 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 17 6 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 06, 2026
Signature Equity Partners, LLC History No change 17 6 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 30, 2026
HARBOUR INVESTMENTS, INC. History No change 15 5 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 16 5 0.0% 0.0% 642 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 15 5 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History No change 14 5 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 15 5 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 23, 2026
Quest 10 Wealth Builders, Inc. History No change 16 5 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 24, 2026
Hughes Financial Services, LLC History No change 15 5 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History New 16 4 0.0% — 651 +16 New Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 12 4 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 12 4 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 11 4 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 20, 2026
Cromwell Holdings LLC History No change 10 3 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 9 3 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 10 3 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 04, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 11 3 0.0% 0.0% 655 0 0.0% Q3 2026 Oct 07, 2026
Owl Creek Wealth Partners LLC History No change 10 3 0.0% 0.0% 656 0 0.0% Q2 2026 Jul 20, 2026
PITTENGER & ANDERSON INC History No change 6 2 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 6 2 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 7 2 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 6 2 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 15, 2026
Creative Capital Management Investments LLC History No change 8 2 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 24, 2026
DiNuzzo Private Wealth, Inc. History No change 6 2 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 10, 2026
Rakuten Securities, Inc. History No change 7 2 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 7 2 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 7 2 0.0% 0.0% 665 0 0.0% Q2 2026 Jul 27, 2026
Kilter Group LLC History No change 7 2 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 7 2 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 04, 2026
TOTH FINANCIAL ADVISORY CORP History New 5 1 0.0% — 679 +5 New Q3 2026 Oct 08, 2026
Marquette Asset Management, LLC History Reduced 6 1 0.0% 0.0% 670 -4 -40.0% Q3 2026 Oct 09, 2026
FIRST HORIZON CORP History No change 5 1 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 20, 2026
MONTAG A & ASSOCIATES INC History No change 4 1 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History No change 5 1 0.0% 0.0% 671 0 0.0% Q3 2026 Oct 09, 2026
Strategic Wealth Partners, Ltd. History No change 3 1 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 4 1 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 31, 2026
Strengthening Families & Communities, LLC History No change 5 1 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 5 1 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 23, 2026
LRI Investments, LLC History No change 3 1 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 6 1 0.0% 0.0% 677 0 0.0% Q3 2026 Oct 07, 2026
Cornerstone Financial Management LLC History No change 4 1 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 28, 2026
SouthState Bank Corp History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
NVWM, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Abound Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
IMG Wealth Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Navigoe, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026