ALKAMI TECHNOLOGY, INC. - ALKT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
GENERAL ATLANTIC, L.P. History No change 19,379,038 351,148 12.08% 12.08% 1 0 0.0% Q2 2026 Aug 14, 2026
North Reef Capital Management LP History No change 9,225,000 167,157 6.41% 6.41% 2 0 0.0% Q2 2026 Aug 14, 2026
JANA Partners Management, LP History No change 6,747,707 122,268 6.43% 6.43% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 6,460,969 117,072 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 6,128,251 111,043 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,344,848 78,728 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
ALGEBRIS (UK) LTD History No change 3,430,009 61,956 4.08% 4.08% 7 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,909,945 52,728 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Irenic Capital Management LP History No change 2,675,151 48,473 2.33% 2.33% 9 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,589,800 46,927 0.04% 0.04% 10 0 0.0% Q2 2026 Sep 09, 2026
Long Path Partners LP History No change 2,239,524 40,580 17.29% 17.29% 11 0 0.0% Q2 2026 Jul 31, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,944,209 35,236 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,931,864 34,939 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 1,631,860 29,569 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 02, 2026
GOLDMAN SACHS GROUP INC History No change 1,553,600 28,151 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
CADIAN CAPITAL MANAGEMENT, LP History No change 1,476,832 26,760 2.03% 2.03% 16 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,459,967 26,454 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Select Equity Group, L.P. History No change 1,450,006 26,274 0.13% 0.13% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,209,526 21,916 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 1,173,716 21,268 0.17% 0.17% 20 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 1,018,260 18,450 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History No change 936,985 16,978 3.08% 3.08% 22 0 0.0% Q2 2026 Aug 13, 2026
Champlain Investment Partners, LLC History No change 889,660 16,120 0.41% 0.41% 23 0 0.0% Q2 2026 Aug 12, 2026
NOMURA HOLDINGS INC History No change 773,621 14,018 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 719,149 13,031 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Praesidium Investment Management Company, LLC History No change 704,497 12,765 5.95% 5.95% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 685,628 12,423 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
ArrowMark Colorado Holdings LLC History No change 682,690 12,370 0.52% 0.52% 28 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 642,511 11,642 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 627,781 11,375 0.41% 0.41% 30 0 0.0% Q2 2026 Aug 14, 2026
Tetragon Partners GP Ltd History No change 600,284 10,877 1.71% 1.71% 31 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 544,139 9,859 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
Clearline Capital LP History No change 451,503 8,181 0.49% 0.49% 33 0 0.0% Q2 2026 Aug 14, 2026
MONIMUS CAPITAL MANAGEMENT, LP History No change 437,735 7,931 1.84% 1.84% 34 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 425,728 7,714 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 05, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 400,000 7,244 0.98% 0.98% 36 0 0.0% Q2 2026 Jul 23, 2026
Bank of New York Mellon Corp History No change 397,443 7,201 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 511,425 7,001 0.05% 0.05% 38 +95,449 22.95% Q3 2026 Oct 06, 2026
NICHOLAS COMPANY, INC. History No change 346,582 6,280 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 05, 2026
Hodges Capital Management Inc. History No change 338,221 6,128 0.41% 0.41% 40 0 0.0% Q2 2026 Aug 03, 2026
DIMENSIONAL FUND ADVISORS LP History No change 337,471 6,113 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
Sovereign's Capital Management, LLC History No change 321,766 5,833 3.89% 3.89% 42 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 294,903 5,343 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 07, 2026
MARSHALL WACE, LLP History No change 290,595 5,265 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 277,123 5,021 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 276,757 5,014 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 10, 2026
ROYCE & ASSOCIATES LP History No change 268,559 4,866 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 265,890 4,817 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 242,763 4,398 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 237,358 4,300 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
Bullseye Asset Management LLC History No change 207,250 3,755 1.91% 1.91% 51 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 200,980 3,641 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 186,803 3,384 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 174,980 3,170 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 168,931 3,061 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 168,023 3,044 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
ADVISORY RESEARCH INC History No change 155,711 2,821 0.28% 0.28% 57 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 153,882 2,788 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 27, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 149,907 2,716 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 14, 2026
Taylor Frigon Capital Management LLC History No change 149,276 2,704 1.27% 1.27% 60 0 0.0% Q2 2026 Jul 23, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC History No change 147,743 2,677 0.67% 0.67% 61 0 0.0% Q2 2026 Aug 14, 2026
Penbrook Management LLC History No change 140,585 2,547 1.62% 1.62% 62 0 0.0% Q2 2026 Jul 23, 2026
Swiss National Bank History No change 134,200 2,431 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 132,250 2,396 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 123,003 2,228 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 14, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 121,675 2,204 0.11% 0.11% 66 0 0.0% Q2 2026 Aug 07, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 105,707 1,915 0.18% 0.18% 67 0 0.0% Q2 2026 Aug 12, 2026
VARCOV Co. History No change 101,983 1,847 0.7% 0.7% 68 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 100,943 1,829 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Galaxy Digital Capital Management GP LLC History No change 96,600 1,750 0.85% 0.85% 70 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 94,857 1,718 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 24, 2026
RAYMOND JAMES FINANCIAL INC History No change 93,611 1,696 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 91,879 1,665 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 88,931 1,611 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 78,476 1,421 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 77,140 1,397 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 69,551 1,260 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 11, 2026
Chicago Capital, LLC History No change 69,245 1,254 0.03% 0.03% 78 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 77,507 1,214 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 66,306 1,201 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 67,766 1,194 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 65,655 1,189 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 53,356 966 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 50,000 906 0.08% 0.08% 84 0 0.0% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History No change 49,642 900 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
LAVELLE CAPITAL LP History No change 48,658 881 0.38% 0.38% 86 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History No change 46,310 839 0.09% 0.09% 87 0 0.0% Q2 2026 Jul 22, 2026
GSA CAPITAL PARTNERS LLP History No change 43,444 787 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 06, 2026
TECTONIC ADVISORS LLC History No change 40,614 735 0.04% 0.04% 89 0 0.0% Q2 2026 Jul 15, 2026
Lee Financial Co History No change 40,480 733 0.09% 0.09% 90 0 0.0% Q2 2026 Jul 22, 2026
Hudson Bay Capital Management LP History No change 40,156 727 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 39,883 722 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 38,921 705 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 37,156 673 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 06, 2026
Headlands Technologies LLC History No change 34,932 632 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 12, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 33,771 611 0.06% 0.06% 96 0 0.0% Q2 2026 Jul 31, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 33,581 608 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 31,701 574 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 31,313 567 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 31,241 566 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 30,506 552 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 29,790 539 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 29,575 535 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History No change 26,768 485 0.13% 0.13% 104 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 26,328 477 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 26,366 477 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 17, 2026
Amundi History No change 25,235 457 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 24,506 444 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 26,981 443 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 23,842 432 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 29, 2026
Quadrature Capital Ltd History No change 23,622 428 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 06, 2026
Handelsbanken Fonder AB History No change 23,100 419 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 10, 2026
Sompo Asset Management Co., Ltd. History No change 22,030 399 0.07% 0.07% 113 0 0.0% Q2 2026 Jul 14, 2026
&PARTNERS History No change 21,569 390 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 20,928 379 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 31, 2026
DRW Securities, LLC History No change 20,200 366 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 19,482 353 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 19, 2026
SummitTX Capital, L.P. History No change 19,179 347 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,886 342 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 23, 2026
Squarepoint Ops LLC History No change 18,715 339 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 18,735 339 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History No change 18,556 336 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 18,456 334 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 18,306 331 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 18,195 329 0.0% 0.0% 125 0 0.0% Q2 2026 Sep 23, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 17,313 314 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 17,132 310 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Equity Management History No change 16,850 305 0.22% 0.22% 128 0 0.0% Q2 2026 Jul 09, 2026
Caitong International Asset Management Co., Ltd History No change 16,779 304 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Investments Australia, Ltd. History No change 16,477 298 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 15,980 289 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,944 288 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 15,600 282 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 15,444 279 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 15,175 274 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,844 268 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 10, 2026
Atom Investors LP History No change 13,723 248 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 13,567 245 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 12,600 228 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,633 228 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Entropy Technologies, LP History No change 12,453 225 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 11,996 217 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 11,428 207 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,340 205 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 11,315 205 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
INGALLS & SNYDER LLC History No change 10,950 198 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 10,523 190 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Cannon Global Investment Management, LLC History No change 10,000 181 0.51% 0.51% 148 0 0.0% Q2 2026 Jul 30, 2026
West Tower Group, LLC History No change 10,000 181 0.51% 0.51% 149 0 0.0% Q2 2026 Jul 31, 2026
Axxion S.A. History No change 9,585 173 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 9,534 172 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 6,148 111 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 5,701 103 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 5,007 90 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 4,878 88 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 4,750 86 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
PALLADIEM, LLC History No change 4,645 84 0.08% 0.08% 157 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 4,037 73 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,954 53 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 11, 2026
KBC Group NV History No change 2,766 50 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 05, 2026
Fulcrum Asset Management LLP History No change 2,734 46 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 18, 2026
Farther Finance Advisors, LLC History No change 2,260 40 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 17, 2026
SUMMIT SECURITIES GROUP LLC History No change 2,000 36 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 1,850 33 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 30, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 1,800 32 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 10, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,567 28 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 1,598 28 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 1,410 25 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 20, 2026
Nykredit A/S History No change 1,335 24 0.0% 0.0% 169 0 0.0% Q2 2026 Sep 08, 2026
Rockefeller Capital Management L.P. History No change 1,249 22 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,085 19 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Reduced 1,304 17 0.0% 0.01% 173 -1,934 -59.73% Q3 2026 Oct 01, 2026
FIRST HORIZON CORP History No change 946 17 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 20, 2026
BNP Paribas Asset Management Holding S.A. History No change 915 16 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 835 15 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 868 15 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 863 15 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 768 13 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 11, 2026
Covestor Ltd History No change 743 13 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 710 12 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 731 12 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 622 11 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 06, 2026
Allied Private Wealth LLC History No change 550 9 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History No change 493 8 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 16, 2026
Hilltop National Bank History No change 373 6 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 01, 2026
Bullock Wealth Management Group History No change 356 6 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 19, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 304 5 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 329 5 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 239 4 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 234 4 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 200 3 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 118 2 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 23, 2026
Blue Trust, Inc. History No change 129 2 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 60 1 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 79 1 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 05, 2026
Fortitude Family Office, LLC History No change 60 1 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 54 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
OSAIC HOLDINGS, INC. History No change 28 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Elequin Capital, LP History No change 39 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 55 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
JPL Wealth Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Torren Management, LLC History No change 34 0 — — — 0 0.0% Q2 2026 Jul 10, 2026