AGNC Investment Corp. - AGNC

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 64,594,088 704,075 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 51,588,727 562,317 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 46,120,221 502,710 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 27,313,853 297,720 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 24,487,679 266,976 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 20,640,491 227,453 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
NORGES BANK History No change 15,473,900 168,665 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 12, 2026
EQUITY INVESTMENT CORP History No change 9,736,044 106,122 2.02% 2.02% 8 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 8,777,731 95,677 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 8,171,444 89,068 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 8,146,540 88,797 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 7,506,435 81,820 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 7,253,754 79,065 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 7,176,369 78,222 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 7,110,171 77,500 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 6,048,882 65,932 0.58% 0.58% 16 0 0.0% Q2 2026 Jul 16, 2026
LPL Financial LLC History No change 5,999,787 65,397 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 5,850,734 63,773 0.01% 0.01% 18 0 0.0% Q2 2026 Sep 02, 2026
GOLDMAN SACHS GROUP INC History No change 5,729,786 62,454 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 5,190,499 56,576 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 5,165,893 56,308 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 4,499,695 49,045 0.09% 0.09% 22 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 3,768,710 41,078 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 3,686,395 40,181 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 06, 2026
Brevan Howard Capital Management LP History No change 3,678,499 40,095 0.3% 0.3% 25 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,456,780 37,678 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
DAVIDSON INVESTMENT ADVISORS History No change 3,371,067 36,744 1.5% 1.5% 27 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,348,893 36,502 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 3,343,851 36,450 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 12, 2026
Advisors Capital Management, LLC History No change 3,249,628 35,420 0.37% 0.37% 30 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 3,136,039 34,182 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 2,936,162 32,004 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 2,906,022 31,675 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,860,986 31,184 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 2,778,570 30,286 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 2,718,118 29,627 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 2,689,141 29,311 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 2,595,158 29,132 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 2,578,900 28,110 0.25% 0.25% 39 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,554,861 27,847 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,381,661 25,960 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 2,253,800 24,566 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 2,015,618 21,970 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,927,757 21,012 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,826,797 19,912 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 1,774,877 19,346 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Dupree Financial Group, LLC History Added to 1,901,855 17,249 6.22% 5.81% 47 +479,600 33.72% Q3 2026 Oct 09, 2026
OSAIC HOLDINGS, INC. History No change 1,569,187 17,105 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,465,104 15,969 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 1,452,500 15,832 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 1,361,861 14,844 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,314,930 14,332 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 24, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 1,256,581 13,696 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,237,584 13,489 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,528,814 12,960 0.02% 0.02% 55 +261,555 20.64% Q3 2026 Oct 13, 2026
PEAK6 LLC History No change 1,183,100 12,895 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 1,154,341 12,582 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 1,115,176 12,155 1.1% 1.1% 58 0 0.0% Q2 2026 Aug 06, 2026
Clearbridge Investments, LLC History No change 1,113,404 12,136 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,086,876 11,846 2.17% 2.17% 60 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 1,057,218 11,523 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,044,709 11,388 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 1,017,539 11,091 0.17% 0.17% 63 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,017,021 11,085 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 29, 2026
Legal & General Group Plc History No change 998,501 10,883 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 890,100 9,702 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 868,096 9,462 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 11, 2026
TCW GROUP INC History No change 861,041 9,385 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 828,786 9,033 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 827,400 9,018 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 03, 2026
Twin Tree Management, LP History No change 814,800 8,881 0.17% 0.17% 71 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 812,068 8,851 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 801,000 8,730 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 797,203 8,689 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 03, 2026
ExodusPoint Capital Management, LP History No change 761,416 8,299 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 14, 2026
ICON ADVISERS INC/CO History No change 741,926 8,086 1.52% 1.52% 76 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 713,525 7,777 0.06% 0.06% 77 0 0.0% Q2 2026 Sep 23, 2026
NATIXIS ADVISORS, LLC History No change 643,234 7,011 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 635,361 6,925 0.13% 0.13% 79 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 622,479 6,788 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 617,520 6,730 1.24% 1.24% 81 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 584,361 6,439 0.11% 0.11% 82 0 0.0% Q2 2026 Jul 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 586,310 6,326 0.38% 0.38% 83 0 0.0% Q2 2026 Jul 22, 2026
KBC Group NV History No change 574,465 6,262 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 574,000 6,257 0.11% 0.11% 85 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 572,289 6,237 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 29, 2026
Jain Global LLC History No change 564,947 6,157 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 558,348 6,085 0.18% 0.18% 88 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 549,291 5,987 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 548,545 5,979 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History No change 544,265 5,932 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 540,242 5,888 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 520,000 5,668 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 516,819 5,633 0.01% 0.01% 94 0 0.0% Q2 2026 Jul 27, 2026
Police & Firemen's Retirement System of New Jersey History No change 515,099 5,614 0.04% 0.04% 95 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 555,168 5,568 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 507,773 5,534 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 495,420 5,400 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 493,845 5,383 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 493,370 5,377 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 07, 2026
Treasurer of the State of North Carolina History No change 487,966 5,319 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 486,442 5,299 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 478,136 5,211 0.09% 0.09% 103 0 0.0% Q2 2026 Jul 21, 2026
Illinois Municipal Retirement Fund History No change 467,809 5,099 0.06% 0.06% 104 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 450,024 4,905 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 445,787 4,859 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 443,389 4,832 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 441,048 4,807 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 435,978 4,752 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 428,560 4,671 0.08% 0.08% 110 0 0.0% Q2 2026 Jul 24, 2026
CIBC Bancorp USA Inc. History No change 427,758 4,662 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 422,234 4,602 0.18% 0.18% 112 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 421,091 4,589 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 419,737 4,575 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 406,777 4,433 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 405,144 4,416 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA INVESTMENTS, LP History No change 402,799 4,390 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 381,039 4,153 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 372,656 4,061 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 25, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 364,310 3,970 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Penn Mutual Asset Management History No change 360,000 3,924 20.14% 20.14% 121 0 0.0% Q2 2026 Jul 24, 2026
LFG Wealth Partners, LLC History No change 354,210 3,860 1.81% 1.81% 122 0 0.0% Q2 2026 Aug 04, 2026
Handelsbanken Fonder AB History No change 353,300 3,851 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 347,508 3,787 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 352,260 3,783 0.46% 0.46% 125 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 408,165 3,702 0.07% 0.08% 126 -4,525 -1.1% Q3 2026 Oct 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 333,084 3,630 0.54% 0.54% 127 0 0.0% Q2 2026 Jul 20, 2026
State of New Jersey Common Pension Fund D History No change 331,388 3,612 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 326,589 3,559 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 317,699 3,462 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 309,935 3,378 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 07, 2026
Waterloo Capital, L.P. History No change 307,936 3,356 0.19% 0.19% 132 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 293,745 3,201 0.01% 0.01% 133 0 0.0% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History No change 292,414 3,187 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 291,302 3,175 0.21% 0.21% 135 0 0.0% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History No change 290,842 3,138 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Ethic Inc. History No change 287,317 3,131 0.04% 0.04% 137 0 0.0% Q2 2026 Jul 29, 2026
HUB Investment Partners, LLC History No change 282,906 3,083 0.06% 0.06% 138 0 0.0% Q2 2026 Jul 31, 2026
Vanguard Investments Australia, Ltd. History No change 272,338 2,968 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 267,458 2,915 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History No change 266,943 2,909 0.1% 0.1% 141 0 0.0% Q2 2026 Jul 17, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 264,718 2,885 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
GraniteShares Advisors LLC History No change 257,910 2,811 1.81% 1.81% 143 0 0.0% Q2 2026 Aug 04, 2026
KLP KAPITALFORVALTNING AS History No change 254,400 2,798 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 252,428 2,751 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 241,366 2,653 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 244,923 2,643 0.13% 0.13% 147 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 236,553 2,578 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 231,212 2,520 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 230,000 2,507 0.1% 0.1% 150 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 229,205 2,498 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 17, 2026
SummitTX Capital, L.P. History No change 228,879 2,494 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 224,290 2,471 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 226,255 2,466 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 06, 2026
Pekin Hardy Strauss, Inc. History No change 224,938 2,451 0.22% 0.22% 155 0 0.0% Q2 2026 Jul 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 220,800 2,406 0.16% 0.16% 156 0 0.0% Q2 2026 Aug 13, 2026
Simplicity Wealth,LLC History No change 213,483 2,326 0.08% 0.08% 157 0 0.0% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 209,283 2,281 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 203,193 2,214 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 201,448 2,195 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 27, 2026
Freestone Grove Partners LP History No change 201,433 2,195 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History No change 198,802 2,166 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
Bramshill Investments, LLC History No change 196,596 2,142 0.16% 0.16% 163 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 193,704 2,111 0.23% 0.23% 164 0 0.0% Q2 2026 Jul 09, 2026
COZAD ASSET MANAGEMENT INC History No change 191,895 2,091 0.14% 0.14% 165 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 187,163 2,062 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 188,377 2,053 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 06, 2026
American Assets Investment Management, LLC History No change 80,000 2,035 0.12% 0.12% 168 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 185,677 2,023 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 181,186 1,975 0.06% 0.06% 170 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 180,036 1,962 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 18, 2026
Continuum Advisory, LLC History No change 179,446 1,955 0.16% 0.16% 172 0 0.0% Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History No change 177,858 1,938 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 30, 2026
Amundi History No change 175,214 1,909 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
Utah Retirement Systems History No change 173,932 1,895 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 172,543 1,880 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 172,057 1,875 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 168,138 1,852 0.04% 0.04% 178 0 0.0% Q2 2026 Jul 27, 2026
Innova Wealth Partners History No change 161,244 1,757 0.72% 0.72% 179 0 0.0% Q2 2026 Jul 15, 2026
Havemeyer Place LP History No change 158,942 1,732 0.17% 0.17% 180 0 0.0% Q2 2026 Aug 13, 2026
Astoria Portfolio Advisors LLC. History No change 158,075 1,723 0.29% 0.29% 181 0 0.0% Q2 2026 Jul 28, 2026
Fortitude Financial, LLC History No change 156,548 1,706 1.53% 1.53% 182 0 0.0% Q2 2026 Jul 09, 2026
DEUTSCHE BANK AG\ History No change 150,886 1,644 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
Founders Financial Alliance, LLC History No change 149,595 1,630 0.22% 0.22% 184 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 145,660 1,587 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 145,586 1,586 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 144,788 1,578 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 143,405 1,563 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 10, 2026
CANADA LIFE ASSURANCE Co History No change 140,594 1,528 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Cannell & Spears LLC History No change 139,056 1,515 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 11, 2026
NORDEN GROUP LLC History No change 135,967 1,482 0.12% 0.12% 191 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 138,590 1,478 0.03% 0.03% 192 0 0.0% Q2 2026 Aug 06, 2026
Verition Fund Management LLC History No change 133,100 1,450 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 130,845 1,426 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 05, 2026
INCEPTIONR LLC History No change 129,341 1,409 0.35% 0.35% 195 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 121,450 1,323 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 05, 2026
Odyssean, LLC History No change 120,735 1,316 0.21% 0.21% 197 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 117,682 1,282 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
Collar Capital Management, LLC History No change 117,260 1,278 0.75% 0.75% 199 0 0.0% Q2 2026 Jul 27, 2026
Simplify Asset Management Inc. History No change 115,485 1,258 0.02% 0.02% 200 0 0.0% Q2 2026 Jul 16, 2026
Sigma Planning Corp History No change 114,189 1,244 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 111,152 1,211 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 110,853 1,208 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 107,929 1,176 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 04, 2026
GUIDANCE CAPITAL, INC History No change 102,335 1,169 0.25% 0.25% 205 0 0.0% Q2 2026 Jul 20, 2026
Headlands Technologies LLC History No change 106,330 1,158 0.12% 0.12% 206 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 104,574 1,139 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 103,427 1,127 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 20, 2026
Prospera Financial Services Inc History No change 102,821 1,120 0.02% 0.02% 209 0 0.0% Q2 2026 Jul 15, 2026
Gotham Asset Management, LLC History No change 101,517 1,106 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
Sullivan Wood Capital Management LLC History Added to 120,018 1,102 1.69% 1.81% 212 +118 0.1% Q3 2026 Oct 13, 2026
Cornerstone Select Advisors, LLC History No change 101,142 1,102 0.46% 0.46% 211 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 100,510 1,096 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 99,232 1,081 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 11, 2026
Waterfront Wealth Inc. History No change 95,947 1,067 0.17% 0.17% 215 0 0.0% Q2 2026 Jul 30, 2026
Integrated Investment Consultants, LLC History No change 97,555 1,063 0.21% 0.21% 216 0 0.0% Q2 2026 Aug 17, 2026
Dynamic Technology Lab Private Ltd History No change 97,199 1,059 0.24% 0.24% 217 0 0.0% Q2 2026 Aug 13, 2026
FORA Capital, LLC History No change 95,046 1,035 0.07% 0.07% 218 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 95,002 1,035 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 27, 2026
Sage Mountain Advisors LLC History No change 94,702 1,032 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 05, 2026
Steadtrust LLC History No change 94,592 1,031 0.52% 0.52% 221 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 93,933 1,023 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 91,910 1,001 0.68% 0.68% 223 0 0.0% Q2 2026 Aug 07, 2026
Global Wealth Management Investment Advisory, Inc. History No change 91,432 996 0.14% 0.14% 224 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 91,107 993 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 90,513 986 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 90,191 983 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 14, 2026
GoalVest Advisory LLC History Added to 108,379 982 0.17% 0.2% 228 +11,430 11.79% Q3 2026 Oct 02, 2026
Greenland Capital Management LP History No change 90,000 981 0.12% 0.12% 229 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History No change 88,473 964 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 88,035 959 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 87,418 952 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 86,499 942 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 10, 2026
Quantitative Investment Management, LLC History No change 86,261 940 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 87,741 933 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 87,741 933 0.02% 0.02% 236 0 0.0% Q2 2026 Jul 29, 2026
Stonebridge Financial Group, LLC/CA History No change 83,557 920 0.13% 0.13% 237 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History No change 80,543 877 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 80,123 873 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 79,983 871 0.05% 0.05% 240 0 0.0% Q2 2026 Jul 27, 2026
MARSHALL WACE, LLP History No change 79,354 864 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
VISION FINANCIAL MARKETS LLC History No change 79,100 862 0.75% 0.75% 242 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 78,955 860 0.0% 0.0% 243 0 0.0% Q2 2026 Sep 23, 2026
Main Street Financial Solutions, LLC History No change 78,822 859 0.06% 0.06% 244 0 0.0% Q2 2026 Aug 07, 2026
Kingsview Wealth Management, LLC History No change 78,526 855 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 18, 2026
GUGGENHEIM CAPITAL LLC History No change 78,106 851 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 12, 2026
GSA CAPITAL PARTNERS LLP History No change 77,694 847 0.05% 0.05% 247 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 76,950 838 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 76,372 832 0.08% 0.08% 249 0 0.0% Q2 2026 Jul 07, 2026
Swiss Life Asset Management Ltd History No change 76,206 830 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 29, 2026
Catalyst Funds Management Pty Ltd History No change 75,875 827 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 75,826 826 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 12, 2026
Lighthouse Investment Partners, LLC History No change 75,630 824 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 75,427 822 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 15, 2026
MAI Capital Management History No change 74,390 810 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 74,314 810 0.09% 0.09% 256 0 0.0% Q2 2026 Jul 15, 2026
Ensign Peak Advisors, Inc History No change 74,198 808 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 73,861 805 0.06% 0.06% 258 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History No change 72,886 803 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 07, 2026
Cooper Financial Group History Reduced 88,381 801 0.06% 0.12% 260 -44,016 -33.25% Q3 2026 Oct 07, 2026
SCS Capital Management LLC History No change 72,855 794 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 72,812 793 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 17, 2026
Triumph Capital Management History No change 72,006 784 0.14% 0.14% 263 0 0.0% Q2 2026 Jul 20, 2026
Balefire, LLC History Reduced 86,079 780 0.12% 0.39% 265 -134,233 -60.93% Q3 2026 Oct 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 71,590 780 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 71,378 778 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 27, 2026
Elo Mutual Pension Insurance Co History No change 71,275 776 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Advisory Group L.L.C. History No change 71,081 774 0.3% 0.3% 268 0 0.0% Q2 2026 Jul 22, 2026
Intrua Financial, LLC History No change 70,685 770 0.07% 0.07% 269 0 0.0% Q2 2026 Jul 24, 2026
WEDBUSH SECURITIES INC History No change 70,476 768 0.02% 0.02% 270 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 66,579 725 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 05, 2026
Maryland State Retirement & Pension System History No change 65,944 718 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 30, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 28,240 717 0.15% 0.15% 273 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 65,762 716 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 11, 2026
FIRETHORN WEALTH PARTNERS, LLC History No change 65,665 715 0.23% 0.23% 275 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Wealth, LLC History No change 65,584 714 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 65,768 712 0.16% 0.16% 277 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 64,534 703 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 64,101 698 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 04, 2026
EntryPoint Capital, LLC History No change 63,577 692 0.17% 0.17% 280 0 0.0% Q2 2026 Aug 13, 2026
Spinnaker Investment Group, LLC History Reduced 75,581 685 0.11% 0.13% 282 -14 -0.02% Q3 2026 Oct 13, 2026
BARCLAYS PLC History No change 62,860 685 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History No change 62,000 675 0.07% 0.07% 283 0 0.0% Q2 2026 Jul 09, 2026
Wedmont Private Capital History Added to 76,570 664 0.02% 0.02% 284 +2,765 3.75% Q3 2026 Oct 09, 2026
Fisher Asset Management, LLC History No change 60,754 662 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 04, 2026
WINTON GROUP Ltd History No change 60,600 660 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 07, 2026
VPR Management LLC History No change 60,000 654 0.26% 0.26% 287 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 59,532 648 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP History No change 58,777 640 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
LECAP ASSET MANAGEMENT LTD History No change 58,765 640 0.27% 0.27% 290 0 0.0% Q2 2026 Jul 30, 2026
Mount Lucas Management LP History No change 58,559 638 0.23% 0.23% 291 0 0.0% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History No change 57,938 631 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 12, 2026
Madison Wealth Partners, Inc History No change 57,782 629 0.08% 0.08% 293 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 57,505 626 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 20, 2026
Sterling Capital Management LLC History No change 56,970 620 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 28, 2026
IFG Advisory, LLC History No change 55,882 609 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 55,711 607 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 54,881 598 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 28, 2026
Pinion Investment Advisors, LLC History No change 54,761 596 0.11% 0.11% 299 0 0.0% Q2 2026 Aug 06, 2026
Triton Wealth Management, PLLC History No change 53,593 586 0.18% 0.18% 300 0 0.0% Q2 2026 Aug 05, 2026
AMALGAMATED BANK History No change 51,780 564 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 23, 2026
Westend Capital Management, LLC History No change 51,776 564 0.13% 0.13% 302 0 0.0% Q2 2026 Aug 07, 2026
Bleakley Financial Group, LLC History No change 51,441 560 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 50,700 552 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
Parisi Gray Wealth Management History No change 50,429 549 0.11% 0.11% 305 0 0.0% Q2 2026 Jul 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 50,335 548 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 10, 2026
Carmignac Gestion History No change 49,928 544 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 13, 2026
Warren Street Wealth Advisors, LLC History No change 49,630 540 0.12% 0.12% 308 0 0.0% Q2 2026 Jul 22, 2026
Cane Capital Partners, LLC History No change 49,384 538 0.21% 0.21% 309 0 0.0% Q2 2026 Aug 05, 2026
StoneX Group Inc. History No change 48,713 536 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 12, 2026
DoubleLine ETF Adviser LP History No change 49,123 535 0.22% 0.22% 311 0 0.0% Q2 2026 Aug 14, 2026
WJ Financial Advisors LLC History No change 49,103 535 0.39% 0.39% 312 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 48,033 524 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 17, 2026
Significant Wealth Partners LLC History No change 47,774 520 0.56% 0.56% 314 0 0.0% Q2 2026 Jul 14, 2026
DnB Asset Management AS History No change 47,596 518 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 46,219 503 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 24, 2026
FIRST FOUNDATION ADVISORS History No change 45,946 500 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 45,580 496 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 44,937 489 0.04% 0.04% 319 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 44,842 488 0.15% 0.15% 320 0 0.0% Q2 2026 Jul 27, 2026
Orion Porfolio Solutions, LLC History No change 44,232 482 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 44,026 479 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 43,813 477 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 28, 2026
Samalin Investment Counsel, LLC History No change 43,155 470 0.15% 0.15% 324 0 0.0% Q2 2026 Jul 27, 2026
M&T BANK CORP History No change 43,092 469 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 04, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 42,881 467 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 42,861 467 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 11, 2026
Abel Hall, LLC History No change 42,574 464 0.08% 0.08% 328 0 0.0% Q2 2026 Jul 24, 2026
Key Client Fiduciary Advisors, LLC History No change 41,853 456 0.13% 0.13% 329 0 0.0% Q2 2026 Jul 09, 2026
WASHINGTON TRUST BANK History No change 41,700 454 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 41,637 453 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 10, 2026
Integrated Wealth Concepts LLC History No change 41,234 449 0.0% 0.0% 332 0 0.0% Q2 2026 Sep 08, 2026
Avestar Capital, LLC History No change 41,000 446 0.02% 0.02% 333 0 0.0% Q2 2026 Jul 29, 2026
Kingstone Capital Partners Texas, LLC History No change 40,810 444 0.24% 0.24% 334 0 0.0% Q2 2026 Aug 10, 2026
Bridgefront Capital, LLC History No change 40,627 442 0.12% 0.12% 335 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 40,638 442 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 22, 2026
Maridea Wealth Management LLC History No change 40,387 440 0.05% 0.05% 337 0 0.0% Q2 2026 Aug 06, 2026
Aster Capital Management (DIFC) Ltd History No change 40,052 436 0.09% 0.09% 338 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 39,897 434 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 39,649 432 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 29, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 39,508 431 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 38,991 425 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 38,648 421 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 45,324 411 0.0% 0.01% 344 +4,285 10.44% Q3 2026 Oct 05, 2026
OPPENHEIMER & CO INC History No change 37,671 410 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 03, 2026
Genesis Wealth Advisors, LLC History No change 37,279 406 0.24% 0.24% 346 0 0.0% Q2 2026 Aug 07, 2026
VestGen Investment Management History No change 36,573 398 0.21% 0.21% 347 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 36,245 395 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Wealth Partners, LLC History No change 35,875 391 0.07% 0.07% 349 0 0.0% Q2 2026 Aug 12, 2026
Signal Advisors Wealth, LLC History Added to 43,091 390 0.02% 0.02% 350 +3,677 9.33% Q3 2026 Oct 13, 2026
ADVISORTRUST PARTNERS, LLC History No change 35,408 385 0.13% 0.13% 351 0 0.0% Q2 2026 Aug 10, 2026
CIBC Asset Management Inc History No change 35,235 384 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 35,031 381 0.0% 0.0% 353 0 0.0% Q2 2026 Jul 24, 2026
Fermata Advisors, LLC History Added to 41,734 378 0.07% 0.09% 354 +130 0.31% Q3 2026 Oct 09, 2026
LaSalle St. Investment Advisors, LLC History No change 34,748 378 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 11, 2026
Lifestyle Asset Management, Inc. History No change 34,522 376 0.1% 0.1% 356 0 0.0% Q2 2026 Jul 20, 2026
Baker Avenue Asset Management, LP History No change 34,236 373 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 28, 2026
Prime Capital Investment Advisors, LLC History No change 34,258 373 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 33,950 370 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 04, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 33,556 369 0.1% 0.1% 360 0 0.0% Q2 2026 Jul 23, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 40,578 368 0.01% 0.01% 361 +1,053 2.66% Q3 2026 Oct 13, 2026
HSBC HOLDINGS PLC History No change 33,204 362 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 32,768 361 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 33,263 361 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History No change 32,994 359 0.04% 0.04% 365 0 0.0% Q2 2026 Aug 03, 2026
HORAN Wealth, LLC History No change 33,021 359 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 26, 2026
North Dakota State Investment Board History No change 32,888 358 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 32,750 356 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 12, 2026
Magnus Financial Group LLC History No change 32,712 356 0.03% 0.03% 369 0 0.0% Q2 2026 Jul 09, 2026
J.M. Arbour, LLC History No change 32,412 353 0.3% 0.3% 370 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 32,093 349 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
Everest Financial Group LLC History No change 31,200 340 0.05% 0.05% 372 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History No change 31,085 338 0.0% 0.0% 373 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 31,032 338 0.0% 0.0% 374 0 0.0% Q2 2026 Sep 08, 2026
NWAM LLC History No change 30,658 334 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 23, 2026
Angel Oak Capital Advisors, LLC History No change 30,500 332 0.42% 0.42% 376 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 30,317 330 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 14, 2026
GENTRY PRIVATE WEALTH, LLC History No change 29,943 326 0.17% 0.17% 378 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 29,792 324 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 07, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 29,705 323 0.1% 0.1% 380 0 0.0% Q2 2026 Jul 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 29,234 318 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 28,884 314 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 14, 2026
iA Global Asset Management Inc. History No change 28,739 313 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 29, 2026
Aspen Wealth Strategies, LLC History No change 28,720 313 0.15% 0.15% 384 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 28,457 310 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History Added to 35,641 309 0.01% 0.01% 386 +15,281 75.05% Q3 2026 Oct 09, 2026
Composition Wealth, LLC History No change 27,446 299 0.0% 0.0% 387 0 0.0% Q2 2026 Jul 22, 2026
Joel Isaacson & Co., LLC History No change 27,367 298 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 04, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 27,022 297 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 12, 2026
DV Trading LLC History No change 27,100 295 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 14, 2026
Financial Planning Hawaii, Inc. History New 32,000 290 0.16% — 391 +32,000 New Q3 2026 Oct 13, 2026
CIBC WORLD MARKET INC. History No change 26,522 289 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 26,450 288 0.02% 0.02% 393 0 0.0% Q2 2026 Jul 29, 2026
DRW Securities, LLC History No change 26,207 285 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
DDD Partners, LLC History No change 26,183 285 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 05, 2026
Avior Wealth Management, LLC History Added to 31,388 284 0.01% 0.0% 396 +17,257 122.12% Q3 2026 Oct 13, 2026
TRB Wealth Management, LLC History No change 26,110 284 0.04% 0.04% 397 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 25,610 279 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 23, 2026
Compass Financial Group, INC/SD History No change 30,814 279 0.03% 0.04% 399 0 0.0% Q3 2026 Oct 13, 2026
Savant Capital, LLC History No change 25,402 275 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Advisory Partners LLC History No change 25,024 272 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 09, 2026
Front Row Advisors LLC History No change 25,000 272 0.08% 0.08% 402 0 0.0% Q2 2026 Aug 13, 2026
Meeder Advisory Services, Inc. History No change 24,804 270 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 07, 2026
Allianz Asset Management GmbH History No change 24,095 262 0.0% 0.0% 404 0 0.0% Q2 2026 Sep 02, 2026
Geneos Wealth Management Inc. History No change 24,004 261 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 06, 2026
Avantax Planning Partners, Inc. History No change 23,908 260 0.01% 0.01% 406 0 0.0% Q2 2026 Jul 28, 2026
New Age Alpha Advisors, LLC History No change 23,906 260 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 13, 2026
WoodTrust Financial Corp History Added to 28,000 254 0.03% 0.02% 408 +10,000 55.56% Q3 2026 Oct 09, 2026
KELLEHER FINANCIAL ADVISORS History No change 10,085 252 0.04% 0.04% 409 0 0.0% Q2 2026 Aug 06, 2026
AA Financial Advisors, LLC History No change 23,091 251 0.03% 0.03% 410 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 22,872 249 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 31, 2026
Ellevest, Inc. History No change 22,765 248 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 10, 2026
Portside Wealth Group, LLC History No change 22,550 245 0.03% 0.03% 413 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 22,386 244 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 28, 2026
OneDigital Investment Advisors LLC History No change 22,347 243 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 06, 2026
180 WEALTH ADVISORS, LLC History No change 22,101 240 0.02% 0.02% 416 0 0.0% Q2 2026 Jul 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 26,432 239 0.01% 0.02% 417 -2,058 -7.22% Q3 2026 Oct 09, 2026
EIGHT 31 FINANCIAL, LLC History No change 21,906 238 0.14% 0.14% 418 0 0.0% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History No change 21,819 238 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 29, 2026
Redwood Investment Management, LLC History No change 21,578 235 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 14, 2026
Attessa Capital LLC History No change 26,005 235 0.1% 0.13% 421 0 0.0% Q3 2026 Oct 08, 2026
Vise Technologies, Inc. History No change 21,487 234 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 10, 2026
Permanent Capital Management, LP History No change 21,060 232 0.03% 0.03% 423 0 0.0% Q2 2026 Aug 12, 2026
Sagewood Asset Management LP History No change 21,150 230 0.05% 0.05% 424 0 0.0% Q2 2026 Jul 29, 2026
Southland Equity Partners LLC History No change 21,186 230 0.04% 0.04% 425 0 0.0% Q2 2026 Jul 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 20,675 225 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 12, 2026
Fiduciary Alliance LLC History Added to 24,773 224 0.02% 0.02% 427 +1,162 4.92% Q3 2026 Oct 13, 2026
Register Financial Advisors LLC History No change 20,500 223 0.07% 0.07% 428 0 0.0% Q2 2026 Jul 15, 2026
Winch Advisory Services, LLC History No change 20,289 221 0.05% 0.05% 429 0 0.0% Q2 2026 Aug 06, 2026
IHT Wealth Management, LLC History No change 19,946 217 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
Frisch Financial Group, Inc. History No change 19,555 215 0.04% 0.04% 431 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 19,549 213 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 13, 2026
Insight Advisors, LLC/ PA History No change 19,575 213 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,452 212 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History No change 19,373 211 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 11, 2026
Navigation Group, LLC History No change 19,299 210 0.04% 0.04% 436 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 19,216 209 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 19,136 208 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 11, 2026
Acorn Wealth Advisors, LLC History No change 19,101 208 0.05% 0.05% 439 0 0.0% Q2 2026 Jul 30, 2026
Coppell Advisory Solutions LLC History No change 1,092 208 0.02% 0.02% 440 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 18,996 207 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 19,012 207 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 19,039 207 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 19,048 207 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 29, 2026
Gilman Hill Asset Management, LLC History Reduced 22,500 204 0.03% 0.04% 446 -3,500 -13.46% Q3 2026 Oct 13, 2026
Financial Gravity Companies, Inc. History No change 18,760 204 0.03% 0.03% 445 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 18,698 203 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 18,365 200 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 18,326 199 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History No change 18,172 198 0.02% 0.02% 450 0 0.0% Q2 2026 Jul 28, 2026
WealthTrust Axiom LLC History No change 18,200 198 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 18,238 198 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 17, 2026
Collaborative Wealth Managment Inc. History No change 18,090 197 0.08% 0.08% 453 0 0.0% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History No change 18,070 196 0.07% 0.07% 454 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 17,816 194 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 11, 2026
LANARK FINANCIAL, INC. History No change 17,687 192 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 21, 2026
DAVIDSON TRUST CO History No change 21,241 192 0.08% 0.09% 457 0 0.0% Q3 2026 Oct 09, 2026
TCP Asset Management, LLC History No change 17,585 191 0.02% 0.02% 458 0 0.0% Q2 2026 Jul 15, 2026
one8zero8, LLC History No change 17,600 191 0.04% 0.04% 459 0 0.0% Q2 2026 Aug 10, 2026
PLANNING DIRECTIONS INC History No change 17,516 190 0.09% 0.09% 460 0 0.0% Q2 2026 Aug 10, 2026
Traynor Capital Management, Inc. History No change 17,277 188 0.01% 0.01% 461 0 0.0% Q2 2026 Jul 22, 2026
Engineers Gate Manager LP History No change 17,242 187 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 14, 2026
Navis Wealth Advisors, LLC History No change 17,000 185 0.07% 0.07% 463 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 16,958 184 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 16,780 182 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History No change 16,600 180 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 10, 2026
ATLAS CAPITAL ADVISORS INC. History No change 16,402 178 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 16,175 176 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 30, 2026
Covestor Ltd History No change 16,156 176 0.1% 0.1% 469 0 0.0% Q2 2026 Aug 07, 2026
Greenwich Wealth Management LLC History No change 16,021 175 0.01% 0.01% 470 0 0.0% Q2 2026 Aug 12, 2026
One Charles Private Wealth Services, LLC History No change 16,089 175 0.04% 0.04% 471 0 0.0% Q2 2026 Jul 15, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 16,082 175 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 14, 2026
Paragon Capital Management Ltd History Added to 19,140 173 0.03% 0.04% 473 +603 3.25% Q3 2026 Oct 09, 2026
Perigon Wealth Management, LLC History No change 15,933 173 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 07, 2026
Valley Brook Capital Group, Inc. History No change 15,800 172 0.1% 0.1% 475 0 0.0% Q2 2026 Jul 27, 2026
BLB&B Advisors, LLC History No change 15,750 171 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Reduced 18,438 167 0.0% 0.0% 477 -18,509 -50.1% Q3 2026 Oct 08, 2026
Value Investment Professionals, LLC History Added to 18,263 165 0.14% 0.16% 480 +596 3.37% Q3 2026 Oct 09, 2026
Rothschild Wealth LLC History No change 15,222 165 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 11, 2026
Indivisible Partners History No change 15,186 165 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 04, 2026
Weaver Consulting Group History Added to 18,016 163 0.03% 0.04% 481 +168 0.94% Q3 2026 Oct 07, 2026
ROGCO, LP History No change 15,000 163 0.05% 0.05% 482 0 0.0% Q2 2026 Jul 30, 2026
PVG ASSET MANAGEMENT CORP History No change 14,905 162 0.09% 0.09% 483 0 0.0% Q2 2026 Jul 01, 2026
Better Way Financial, LLC History No change 14,772 161 0.14% 0.14% 484 0 0.0% Q2 2026 Jul 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 14,777 161 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 13, 2026
Shulman DeMeo Asset Management LLC History Reduced 18,564 160 0.03% 0.04% 486 -835 -4.3% Q3 2026 Oct 09, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 14,613 159 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
Sage Capital Management, LLC History No change 14,500 158 0.06% 0.06% 488 0 0.0% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History No change 14,435 157 0.01% 0.01% 489 0 0.0% Q2 2026 Sep 04, 2026
Post Resch Tallon Group Inc. History Added to 17,000 154 0.11% 0.13% 491 +311 1.86% Q3 2026 Oct 08, 2026
JBR Co Financial Management Inc History No change 14,295 154 0.06% 0.06% 490 0 0.0% Q3 2026 Oct 13, 2026
Vanguard Capital Wealth Advisors History No change 14,000 152 0.1% 0.1% 492 0 0.0% Q2 2026 Jul 23, 2026
Aegis Wealth Management, Inc. History No change 13,860 151 0.1% 0.1% 493 0 0.0% Q2 2026 Jul 16, 2026
Diligent Investors, LLC History No change 13,744 149 0.03% 0.03% 494 0 0.0% Q2 2026 Jul 24, 2026
Garden State Investment Advisory Services LLC History No change 13,426 146 0.03% 0.03% 495 0 0.0% Q2 2026 Aug 11, 2026
NWF Advisory Services Inc. History No change 13,475 146 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 13,233 144 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 03, 2026
Baron Wealth Management LLC History No change 13,302 144 0.04% 0.04% 498 0 0.0% Q2 2026 Jul 07, 2026
BCO Wealth Management LLC History No change 13,214 144 0.08% 0.08% 499 0 0.0% Q2 2026 Jul 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 13,101 143 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 11, 2026
GREENWOOD GEARHART LLC History No change 12,993 141 0.01% 0.01% 501 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 12,944 141 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 24, 2026
WMG Financial Advisors, LLC History No change 13,022 141 0.05% 0.05% 503 0 0.0% Q2 2026 Jul 23, 2026
WealthPLAN Partners, LLC History No change 12,847 140 0.03% 0.03% 504 0 0.0% Q2 2026 Jul 28, 2026
Annex Advisory Services, LLC History No change 12,838 139 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 10, 2026
Focus Financial Network, Inc. History No change 12,757 139 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 09, 2026
GAMMA Investing LLC History Added to 15,285 138 0.0% 0.0% 508 +3,729 32.27% Q3 2026 Oct 08, 2026
Dana Investment Advisors, Inc. History No change 12,690 138 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 12,626 137 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 20, 2026
LANE BROTHERS & CO INC History No change 12,531 136 0.09% 0.09% 510 0 0.0% Q2 2026 Aug 05, 2026
Transamerica Financial Advisors, LLC History No change 12,389 136 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 12,600 135 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 22, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 12,365 134 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 04, 2026
JUPITER ASSET MANAGEMENT LTD History No change 12,379 134 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 12,233 133 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 27, 2026
Oder Investment Management, LLC History No change 12,161 132 0.09% 0.09% 516 0 0.0% Q2 2026 Aug 11, 2026
Liberty Atlantic Advisors LLC History No change 12,000 132 0.09% 0.09% 517 0 0.0% Q2 2026 Jul 21, 2026
Avory & Company, LLC History No change 12,094 131 0.16% 0.16% 518 0 0.0% Q2 2026 Jul 23, 2026
BTC Capital Management, Inc. History No change 12,000 130 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 16, 2026
Pavaki Capital Management LLC History No change 12,000 130 0.05% 0.05% 520 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 12,523 129 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History No change 11,752 128 0.01% 0.01% 522 0 0.0% Q2 2026 Jul 16, 2026
Bright Futures Wealth Management, LLC. History No change 11,695 127 0.08% 0.08% 523 0 0.0% Q2 2026 Jul 24, 2026
PW Nova Financial Services LLC History No change 11,565 126 0.03% 0.03% 524 0 0.0% Q2 2026 Jul 29, 2026
Talon Private Wealth, LLC History No change 11,511 125 0.01% 0.01% 525 0 0.0% Q2 2026 Sep 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 11,454 124 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
Ranch Capital Advisors Inc. History No change 11,432 124 0.04% 0.04% 527 0 0.0% Q2 2026 Aug 03, 2026
VSM Wealth Advisory, LLC History No change 11,452 124 0.03% 0.03% 528 0 0.0% Q2 2026 Jul 22, 2026
Liberty Capital Management, Inc. History No change 11,300 123 0.02% 0.02% 529 0 0.0% Q2 2026 Jul 17, 2026
Capital Square, LLC History No change 11,059 123 0.05% 0.05% 530 0 0.0% Q2 2026 Aug 12, 2026
Optas, LLC History No change 11,354 123 0.02% 0.02% 531 0 0.0% Q2 2026 Jul 21, 2026
WealthPlan Investment Management, LLC History No change 11,310 123 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 28, 2026
Frec Markets, Inc. History No change 11,286 123 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 11,270 122 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 11, 2026
J. Safra Sarasin Holding AG History No change 11,281 122 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 11,170 121 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
AlphaGrep UK Ltd History No change 11,055 120 0.04% 0.04% 537 0 0.0% Q2 2026 Aug 14, 2026
PROFFITT & GOODSON INC History No change 10,976 119 0.02% 0.02% 538 0 0.0% Q2 2026 Jul 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 10,988 119 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 04, 2026
Farmers & Merchants Trust Co of Long Beach History No change 11,000 119 0.03% 0.03% 540 0 0.0% Q2 2026 Aug 05, 2026
Beacon Financial Advisory LLC History No change 10,741 117 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 05, 2026
MN Wealth Advisors, LLC History No change 10,798 117 0.05% 0.05% 542 0 0.0% Q2 2026 Jul 23, 2026
CORA CAPITAL ADVISORS LLC History No change 10,575 115 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 24, 2026
Welch Group, LLC History No change 10,412 113 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 23, 2026
WESPAC Advisors, LLC History No change 10,398 113 0.06% 0.06% 545 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 10,433 113 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 17, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 10,368 113 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 31, 2026
ENTERPRISE FINANCIAL SERVICES CORP History No change 10,222 111 0.05% 0.05% 548 0 0.0% Q2 2026 Aug 04, 2026
Van Diest Capital, LLC History No change 10,222 111 0.1% 0.1% 549 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 10,007 109 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 14, 2026
Wealth Alliance Advisory Group, LLC History No change 10,083 109 0.02% 0.02% 551 0 0.0% Q2 2026 Jul 23, 2026
QUARRY HILL ADVISORS, LLC History No change 10,000 109 0.04% 0.04% 552 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 10,089 109 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 13, 2026
AlphaCentric Advisors LLC History No change 9,621 104 0.09% 0.09% 554 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 9,586 104 0.04% 0.04% 555 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,310 101 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT SECURITIES GROUP LLC History No change 9,000 98 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 8,965 97 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 8,672 94 0.06% 0.06% 559 0 0.0% Q2 2026 Jul 31, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,000 87 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 30, 2026
Solstein Capital, LLC History No change 7,819 85 0.03% 0.03% 561 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 7,500 81 0.02% 0.02% 562 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 6,800 74 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 28, 2026
Meriwether Wealth & Planning, LLC History New 8,000 72 0.03% — 564 +8,000 New Q3 2026 Oct 13, 2026
MeadowBrook Investment Advisors LLC History No change 2,815 70 0.06% 0.06% 565 0 0.0% Q2 2026 Jul 20, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 6,376 69 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 6,288 68 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 03, 2026
FIRST COMMUNITY TRUST NA History No change 7,300 66 0.02% 0.04% 568 0 0.0% Q3 2026 Oct 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 6,000 65 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 6,000 65 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 7,087 64 0.0% 0.0% 571 +5,690 407.3% Q3 2026 Oct 02, 2026
Wealth Enhancement Trust Services, Inc. History Added to 6,650 60 0.01% 0.0% 572 +6,033 977.8% Q3 2026 Oct 07, 2026
Tower Research Capital LLC (TRC) History No change 5,434 59 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
Corsicana & Co. History No change 5,500 59 0.03% 0.03% 574 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 5,239 57 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 13, 2026
Fourth Dimension Wealth, LLC History No change 5,000 54 0.02% 0.02% 576 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 4,952 53 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 4,846 52 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 4,753 51 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 13, 2026
Nova Wealth Management, Inc. History No change 4,671 50 0.03% 0.03% 580 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 4,472 49 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 5,372 48 0.01% 0.0% 582 +4,524 533.49% Q3 2026 Oct 07, 2026
Rossby Financial, LCC History No change 4,112 44 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 3,922 42 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 15, 2026
Financial Life Planners History No change 3,826 41 0.03% 0.03% 585 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 3,695 40 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History No change 4,318 39 0.01% 0.01% 587 0 0.0% Q3 2026 Oct 13, 2026
Crewe Advisors LLC History No change 3,417 37 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 23, 2026
Altshuler Shaham Ltd History No change 3,164 34 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 12, 2026
Bullseye Investment Management, LLC History No change 3,150 34 0.02% 0.02% 590 0 0.0% Q2 2026 Sep 11, 2026
Ascentis Wealth Management, LLC History No change 3,127 34 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 30, 2026
Forum Finance Group S.A. History No change 3,840 34 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 3,630 32 0.0% 0.0% 594 +1,351 59.28% Q3 2026 Oct 08, 2026
IMA Advisory Services, Inc. History No change 3,000 32 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 3,000 32 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 15, 2026
Graney & King, LLC History No change 2,936 32 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 07, 2026
Avion Wealth History No change 2,820 30 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 31, 2026
Security National Bank History No change 2,750 29 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 15, 2026
Osbon Capital Management LLC History No change 2,537 27 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 13, 2026
N.E.W. Advisory Services LLC History No change 2,557 27 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 06, 2026
SWAN Capital LLC History No change 2,500 27 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 2,400 26 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 10, 2026
MCF Advisors LLC History No change 2,408 26 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 2,300 25 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 2,368 25 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 30, 2026
Quent Capital, LLC History No change 2,351 25 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 2,342 25 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 2,355 25 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 10, 2026
Silver Grove Financial Group, Inc. History No change 2,320 25 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 2,037 22 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 13, 2026
MONTAG A & ASSOCIATES INC History No change 2,077 22 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 2,030 22 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 2,100 22 0.01% 0.01% 613 0 0.0% Q2 2026 Jul 27, 2026
Transce3nd, LLC History No change 1,836 20 0.18% 0.18% 614 0 0.0% Q2 2026 Jul 24, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,730 18 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 1,546 16 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 14, 2026
Aventura Private Wealth, LLC History No change 1,500 16 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 15, 2026
Institute for Wealth Management, LLC. History No change 1,433 15 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 28, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,648 14 0.0% 0.0% 620 +252 18.05% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,370 14 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 31, 2026
TRUST CO OF VERMONT History No change 1,329 14 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 07, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,318 14 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 17, 2026
KERR FINANCIAL PLANNING Corp History No change 1,317 14 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 02, 2026
Versant Capital Management, Inc History Reduced 1,487 13 0.0% 0.01% 625 -4,083 -73.3% Q3 2026 Oct 01, 2026
Darwin Wealth Management, LLC History No change 1,277 13 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,200 13 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 1,170 12 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 1,155 12 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 1,101 12 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 11, 2026
Caitlin John, LLC History No change 1,109 12 0.01% 0.01% 630 0 0.0% Q2 2026 Aug 17, 2026
Financial Network Wealth Advisors LLC History No change 1,106 12 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 29, 2026
Vision Retirement, LLC History No change 1,183 12 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 21, 2026
Markowski Investments History No change 1,173 12 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 13, 2026
PETERSON WEALTH MANAGEMENT History No change 1,033 11 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 30, 2026
Activest Wealth Management History No change 1,040 11 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 16, 2026
Basepoint Wealth LLC History No change 1,043 11 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 912 9 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 06, 2026
Roble, Belko & Company, Inc History No change 813 9 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 24, 2026
Principia Wealth Advisory, LLC History No change 737 8 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 26, 2026
PlanVest Financial, Inc History No change 742 8 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History No change 683 7 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 688 7 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 600 6 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Management Group, LLC History No change 570 6 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Reduced 615 5 0.0% 0.0% 651 -52 -7.8% Q3 2026 Oct 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 469 5 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 500 5 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 11, 2026
GODSEY & GIBB, INC History No change 540 5 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 450 5 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 18, 2026
JNBA Financial Advisors History No change 539 5 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 500 5 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 24, 2026
High Point Wealth Management, LLC History No change 500 5 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 506 5 0.0% 0.0% 653 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Financial Management LLC History No change 472 5 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 509 5 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 285 3 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 05, 2026
TSFG, LLC History No change 236 3 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 282 3 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 22, 2026
Cromwell Holdings LLC History No change 293 3 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 325 3 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 08, 2026
Aspect Partners, LLC History No change 347 3 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History No change 325 3 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History No change 200 2 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 20, 2026
VALLEY NATIONAL ADVISERS INC History No change 272 2 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 29, 2026
BESSEMER GROUP INC History No change 210 2 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 241 2 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 301 2 0.0% 0.0% 667 0 0.0% Q3 2026 Oct 13, 2026
FINANCIAL CONSULATE, INC History No change 199 2 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History No change 238 2 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Planning Group LLC History No change 216 2 0.0% 0.0% 670 0 0.0% Q2 2026 Jul 29, 2026
Fortitude Family Office, LLC History No change 229 2 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 20, 2026
Decker Retirement Planning Inc. History No change 204 2 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 16, 2026
Sachetta, LLC History No change 253 2 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 15, 2026
Glen Eagle Advisors, LLC History No change 200 2 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 228 2 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 236 2 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 194 1 0.0% — 686 +194 New Q3 2026 Oct 09, 2026
Planning Strategies Inc. History Reduced 121 1 0.0% 0.0% 685 -1 -0.82% Q3 2026 Oct 02, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 122 1 0.0% 0.0% 677 0 0.0% Q2 2026 Sep 02, 2026
CENTRAL TRUST Co History No change 114 1 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 98 1 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Trust, LLC History No change 145 1 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 06, 2026
American Capital Advisory, LLC History No change 156 1 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 28, 2026
Quest 10 Wealth Builders, Inc. History No change 119 1 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 24, 2026
Mountain Hill Investment Partners Corp. History No change 133 1 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 16, 2026
Key Capital Management, INC History No change 109 1 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 27, 2026
WESPAC Advisors SoCal, LLC History Closed out 0 0 — 0.35% — -177,869 -100.0% Q3 2026 Oct 13, 2026
Krilogy Financial LLC History Closed out 0 0 — 0.02% — -71,828 -100.0% Q3 2026 Oct 13, 2026
Dynamic Advisor Solutions LLC History Closed out 0 0 — 0.01% — -41,821 -100.0% Q3 2026 Oct 13, 2026
Castleview Partners, LLC History Closed out 0 0 — 0.15% — -31,612 -100.0% Q3 2026 Oct 09, 2026
GATEWAY INVESTMENT ADVISERS LLC History Closed out 0 0 — 0.0% — -24,970 -100.0% Q3 2026 Oct 13, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.0% — -12,929 -100.0% Q3 2026 Oct 08, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -10,259 -100.0% Q3 2026 Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -3,000 -100.0% Q3 2026 Oct 13, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -1,550 -100.0% Q3 2026 Oct 13, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -750 -100.0% Q3 2026 Oct 06, 2026
NBT BANK, N.A. History No change 29 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Plante Moran Financial Advisors, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 27 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 29 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 47 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 71 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Stone House Investment Management, LLC History No change 77 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Quaker Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Center for Financial Planning, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Fortis Group Advisors, LLC History No change 85 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
DecisionPoint Financial, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 57 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Synergy Investment Management, LLC History No change 36 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 52 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
AMERIFLEX GROUP, INC. History No change 60 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Harbor Asset Planning, Inc. History No change 28 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Torren Management, LLC History No change 45 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Medallion Wealth Advisors, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 25 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 69 0 — — — 0 0.0% Q2 2026 Aug 13, 2026