Ameresco, Inc. - AMRC

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
WELLINGTON MANAGEMENT GROUP LLP History No change 3,374,767 93,143 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,651,574 73,183 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 2,030,950 56,054 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,601,338 44,194 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 11, 2026
STATE STREET CORP History No change 1,601,127 44,191 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,487,282 41,048 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,430,762 39,489 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,258,266 34,728 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 1,025,498 28,303 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 11, 2026
ROYCE & ASSOCIATES LP History No change 998,183 27,549 0.22% 0.22% 10 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 914,162 25,230 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 862,848 23,818 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 857,979 23,680 0.07% 0.07% 13 0 0.0% Q2 2026 Jul 10, 2026
GAGNON SECURITIES LLC History No change 826,562 22,813 4.4% 4.4% 14 0 0.0% Q2 2026 Aug 04, 2026
AMERICAN CENTURY COMPANIES INC History No change 798,121 22,028 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 796,268 21,976 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 818,839 21,756 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 13, 2026
First Eagle Investment Management, LLC History No change 749,081 20,674 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 726,028 20,038 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Swedbank AB History No change 718,000 19,816 0.02% 0.02% 20 0 0.0% Q2 2026 Jul 15, 2026
MORGAN STANLEY History No change 648,022 17,885 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Redwood Grove Capital, LLC History No change 543,525 15,001 3.8% 3.8% 22 0 0.0% Q2 2026 Aug 14, 2026
Gagnon Advisors, LLC History No change 472,798 13,049 8.3% 8.3% 23 0 0.0% Q2 2026 Aug 04, 2026
Bandera Partners LLC History No change 476,309 12,145 4.28% 4.28% 24 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 418,879 11,561 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 371,053 10,241 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
JCP Investment Management, LLC History No change 339,000 9,356 5.0% 5.0% 27 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 320,568 8,847 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 318,835 8,799 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 300,100 8,282 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 299,300 8,260 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 295,419 8,153 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 293,011 8,087 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 267,385 7,379 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 262,319 7,240 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 231,348 6,385 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
Rock Point Advisors, LLC History No change 211,765 5,844 1.43% 1.43% 37 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 205,721 5,677 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Guinness Asset Management LTD History No change 193,399 5,337 0.09% 0.09% 39 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 175,755 4,850 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 06, 2026
DekaBank Deutsche Girozentrale History No change 184,935 4,699 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 05, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 161,241 4,450 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 142,606 3,935 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 135,058 3,727 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 124,562 3,437 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 122,915 3,392 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 119,878 3,308 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
KBC Group NV History No change 111,914 3,089 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 05, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 105,000 2,898 0.67% 0.67% 49 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 101,358 2,797 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
Raiffeisen Bank International AG History No change 100,000 2,657 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 95,034 2,622 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 94,043 2,595 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
CONNORS INVESTOR SERVICES INC History No change 90,342 2,493 0.22% 0.22% 54 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 91,224 2,423 0.02% 0.02% 55 0 0.0% Q2 2026 Jul 28, 2026
Kultura Capital Management LP History No change 81,500 2,249 0.41% 0.41% 56 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 76,600 2,114 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Clean Yield Group History No change 69,317 1,913 0.47% 0.47% 58 0 0.0% Q2 2026 Aug 05, 2026
Amundi History No change 65,165 1,798 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 64,700 1,785 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 63,769 1,760 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 62,709 1,730 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 60,911 1,681 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 54,021 1,490 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 53,616 1,479 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 52,266 1,442 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 52,274 1,442 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History No change 50,501 1,393 0.01% 0.01% 68 0 0.0% Q2 2026 Jul 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 48,092 1,328 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 47,464 1,309 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 42,531 1,173 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 42,010 1,159 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 41,568 1,147 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 41,372 1,141 0.39% 0.39% 74 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 41,183 1,136 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 40,714 1,123 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 40,568 1,119 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
PANAGORA ASSET MANAGEMENT INC History No change 38,680 1,067 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 36,965 1,020 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History No change 34,856 962 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 34,720 958 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 37,340 952 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 31,823 878 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 30,703 815 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Fideuram Asset Management (Ireland) dac History No change 30,000 797 0.02% 0.02% 85 0 0.0% Q2 2026 Jul 23, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 28,341 782 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 27,582 761 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
CoreCommodity Management, LLC History No change 25,818 712 0.14% 0.14% 88 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 25,507 703 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 25,180 694 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Hartree Partners, LP History No change 25,000 690 0.15% 0.15% 91 0 0.0% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History No change 24,853 685 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 12, 2026
Crawford Fund Management, LLC History No change 24,000 662 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 23,622 651 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 23,359 645 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
Kuhn & Co Investment Counsel History No change 22,650 625 0.36% 0.36% 96 0 0.0% Q2 2026 Jul 31, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 22,433 619 0.49% 0.49% 97 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 22,194 613 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 27, 2026
Aquatic Capital Management LLC History No change 21,758 600 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History No change 20,322 560 0.06% 0.06% 100 0 0.0% Q2 2026 Jul 20, 2026
Allspring Global Investments Holdings, LLC History No change 20,036 552 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 19,271 531 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 17,823 491 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 17,036 467 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 15,553 429 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 15,214 419 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 15,048 415 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 14,292 394 0.0% 0.0% 108 0 0.0% Q2 2026 Sep 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,875 382 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 13,752 379 0.09% 0.09% 110 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,271 366 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
Gallagher Fiduciary Advisors, LLC History No change 12,912 356 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,341 340 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 12,277 338 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
NorthCrest Asset Manangement, LLC History No change 12,757 327 0.01% 0.01% 115 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 11,737 323 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Guinness Atkinson Asset Management Inc History No change 11,084 305 0.14% 0.14% 117 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 10,686 294 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,077 278 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 23, 2026
Cetera Trust Company, N.A History No change 9,840 271 0.14% 0.14% 120 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 9,682 267 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 9,544 263 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 9,439 260 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,185 253 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
Penn Capital Management Company, LLC History No change 9,146 252 0.02% 0.02% 125 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 9,011 248 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 8,903 245 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 07, 2026
BAILARD, INC. History No change 8,800 242 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 30, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,804 242 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 8,215 226 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 19, 2026
XTX Topco Ltd History No change 8,081 223 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Northside Capital Management, LLC History No change 7,500 207 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 10, 2026
Vanguard Investments Australia, Ltd. History No change 7,392 204 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 7,000 193 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 6,623 182 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 5,240 144 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,854 134 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 3,177 87 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 2,977 82 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 2,902 80 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 2,679 73 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 2,180 60 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History No change 2,104 55 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 15,196 51 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 1,687 46 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Quantbot Technologies LP History No change 1,618 44 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Centerpoint Advisors, LLC History No change 1,400 39 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 1,438 39 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 07, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,348 36 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,175 32 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 992 27 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History No change 998 27 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 06, 2026
Federation des caisses Desjardins du Quebec History No change 900 24 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 695 19 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 661 18 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 606 16 0.0% 0.0% 156 0 0.0% Q2 2026 Sep 08, 2026
BNP Paribas Asset Management Holding S.A. History No change 530 14 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 504 13 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 17, 2026
Strategic Wealth Partners, Ltd. History No change 499 13 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 393 10 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History No change 365 10 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History No change 531 10 0.0% 0.0% 162 0 0.0% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 349 9 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 324 8 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 270 7 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 281 7 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 200 6 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 226 6 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 17, 2026
Parallel Advisors, LLC History No change 193 5 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 194 5 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 24, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 200 5 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 176 4 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 181 4 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 177 4 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 114 3 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 95 2 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 73 2 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 20, 2026
Quarry LP History No change 93 2 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 48 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 37 1 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 50 1 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Stone House Investment Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Covestor Ltd History No change 13 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 35 0 — — — 0 0.0% Q2 2026 Aug 13, 2026