APPIAN CORP - APPN

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
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,185,786 95,854 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 3,580,307 81,989 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Fivespan Partners, LP History No change 3,510,907 80,399 18.95% 18.95% 3 0 0.0% Q2 2026 Aug 13, 2026
Lead Edge Capital Management, LLC History No change 2,878,544 65,918 11.98% 11.98% 4 0 0.0% Q2 2026 Aug 14, 2026
RPD Fund Management LLC History No change 1,856,981 42,524 19.54% 19.54% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,674,881 38,354 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,411,062 32,313 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,401,079 32,084 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,384,665 31,708 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,085,269 24,852 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,059,811 24,274 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 955,434 21,856 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 13, 2026
Mudita Advisors LLP History No change 839,400 19,222 4.0% 4.0% 13 0 0.0% Q2 2026 Aug 13, 2026
BAILLIE GIFFORD & CO History No change 735,158 16,835 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 06, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 689,825 15,796 0.06% 0.06% 15 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 674,925 15,455 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 538,626 12,334 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 418,899 9,592 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 417,242 9,554 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 396,681 9,083 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 391,611 8,967 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 366,391 8,390 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 365,918 8,379 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 348,101 7,971 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 335,630 7,685 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 332,093 7,604 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 316,735 7,253 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 308,398 7,062 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
ARMISTICE CAPITAL, LLC History No change 300,000 6,870 0.08% 0.08% 29 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 299,532 6,859 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 281,338 6,442 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 274,414 6,230 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 228,200 5,225 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 214,582 4,913 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 216,269 4,861 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
Holocene Advisors, LP History No change 206,041 4,718 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 177,782 4,071 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 175,628 4,021 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
HARBER ASSET MANAGEMENT LLC History No change 168,296 3,853 2.32% 2.32% 39 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 166,326 3,808 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 158,500 3,629 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 154,757 3,543 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 128,514 2,942 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 126,513 2,897 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 116,811 2,674 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 109,564 2,509 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 93,488 2,140 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 88,085 2,017 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 83,574 1,913 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 83,280 1,907 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 76,899 1,760 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History No change 75,279 1,723 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 75,221 1,722 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 67,928 1,555 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 03, 2026
Swiss National Bank History No change 66,700 1,527 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 66,579 1,524 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 63,600 1,456 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 61,458 1,407 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 25, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 61,276 1,404 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 55,988 1,282 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 54,135 1,239 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 54,136 1,239 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
GSA CAPITAL PARTNERS LLP History No change 49,661 1,137 0.07% 0.07% 63 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 48,493 1,110 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 48,369 1,107 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 47,684 1,091 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 47,561 1,089 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 47,308 1,083 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 46,856 1,073 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 44,374 1,069 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 45,689 1,046 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 42,804 980 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 42,731 978 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 42,426 971 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 41,692 954 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 37,990 869 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 33,690 854 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 37,246 852 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 36,597 838 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 24, 2026
Polymer Capital Management (US) LLC History No change 36,214 829 0.11% 0.11% 80 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 36,077 826 0.02% 0.02% 81 0 0.0% Q2 2026 Jul 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,925 822 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 19, 2026
Quantinno Capital Management LP History No change 35,233 806 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 33,555 768 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 32,915 753 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 32,799 751 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 32,515 733 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 30,488 698 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 30,317 694 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 30,245 692 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 26,873 615 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 03, 2026
MILLENNIUM MANAGEMENT LLC History No change 26,847 614 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 24,959 571 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 10, 2026
Magnetar Financial LLC History No change 24,494 560 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 23,907 547 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 14,668 517 0.02% — 97 +14,668 New Q3 2026 Oct 05, 2026
Atom Investors LP History No change 22,591 517 0.05% 0.05% 96 0 0.0% Q2 2026 Aug 14, 2026
Fonville Wealth Management LLC History No change 22,273 510 0.08% 0.08% 98 0 0.0% Q2 2026 Jul 28, 2026
Tejara Capital Ltd History No change 22,200 508 0.21% 0.21% 99 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 19,828 454 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 18,827 431 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 17,848 408 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 09, 2026
GWN SECURITIES INC. History No change 17,557 402 0.07% 0.07% 103 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 16,685 382 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 16,355 374 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 15,872 363 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 15,715 359 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 06, 2026
INCEPTIONR LLC History No change 15,504 355 0.09% 0.09% 108 0 0.0% Q2 2026 Aug 10, 2026
Jupiter Topco LLC History No change 15,165 347 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,355 328 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 13,970 319 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 13,500 309 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,446 307 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 29, 2026
Evanson Financial, LLC History No change 12,943 296 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 07, 2026
EntryPoint Capital, LLC History No change 12,836 293 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 12,114 277 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 12,002 274 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 11,811 270 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 11,640 266 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,911 249 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 10,791 247 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Ground Swell Capital, LLC History No change 10,603 242 0.26% 0.26% 122 0 0.0% Q2 2026 Aug 05, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 10,559 241 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Advisory, LLC History No change 10,551 241 0.02% 0.02% 124 0 0.0% Q2 2026 Jul 29, 2026
Mirae Asset Global Investments Co., Ltd. History No change 10,522 240 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 22, 2026
CIM INVESTMENT MANAGEMENT INC History No change 10,357 237 0.06% 0.06% 126 0 0.0% Q2 2026 Sep 29, 2026
ALLSTATE CORP History No change 10,087 230 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 9,987 228 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
Entropy Technologies, LP History No change 9,510 217 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History No change 9,168 209 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 8,886 203 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 8,779 201 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 8,298 190 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History No change 8,300 190 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 7,133 163 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
OSSIAM History No change 6,629 151 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 5,069 116 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,285 98 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 3,383 77 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 3,087 71 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 3,022 69 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 3,014 69 0.01% 0.01% 142 0 0.0% Q2 2026 Jul 27, 2026
GLOBEFLEX CAPITAL L P History No change 2,999 68 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 2,836 64 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 11, 2026
Kemnay Advisory Services Inc. History No change 2,808 64 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,678 61 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 2,005 45 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,405 30 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 1,284 29 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
Essential Partners LLC History No change 1,243 28 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 1,108 25 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 20, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,063 24 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 894 20 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 885 20 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 17, 2026
US BANCORP \DE\ History No change 864 19 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 750 17 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 24, 2026
Nykredit A/S History No change 675 15 0.0% 0.0% 157 0 0.0% Q2 2026 Sep 08, 2026
Versant Capital Management, Inc History Reduced 295 10 0.0% 0.0% 158 -36 -10.88% Q3 2026 Oct 01, 2026
GAMMA Investing LLC History No change 444 10 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 07, 2026
ROTHSCHILD INVESTMENT LLC History No change 412 9 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 429 9 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
Kingdom Financial Group LLC. History No change 354 8 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
CULLEN/FROST BANKERS, INC. History No change 319 7 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 322 7 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 04, 2026
EASTERN BANK History No change 200 7 0.0% 0.0% 165 0 0.0% Q3 2026 Oct 05, 2026
True Wealth Design, LLC History No change 314 7 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 16, 2026
ADIRONDACK TRUST CO History No change 280 6 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 16, 2026
Quantbot Technologies LP History No change 224 5 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
NBH Bank History No change 254 5 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 180 4 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 06, 2026
Abound Wealth Management History No change 200 4 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 10, 2026
Sterling Capital Management LLC History No change 140 3 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 131 3 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 138 3 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History No change 160 3 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 150 3 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 21, 2026
Main Street Group, LTD History No change 131 3 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 77 2 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 05, 2026
VISION FINANCIAL MARKETS LLC History No change 100 2 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 24, 2026
NewEdge Advisors, LLC History No change 95 2 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
LifeSteps Financial, Inc. History No change 127 2 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 17, 2026
Quarry LP History No change 129 2 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 128 2 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 117 2 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 50 1 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF VERMONT History No change 60 1 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 07, 2026
Altshuler Shaham Ltd History No change 70 1 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 54 1 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 28, 2026
Field & Main Bank History No change 50 1 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 19, 2026
Steward Partners Investment Advisory, LLC History No change 83 1 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 76 1 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 22, 2026
Covestor Ltd History No change 31 1 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 63 1 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 57 1 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 04, 2026
Federation des caisses Desjardins du Quebec History No change 50 1 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 26 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
DUNCKER STREETT & CO INC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Fulcrum Asset Management LLP History No change 30 0 — — — 0 0.0% Q2 2026 Aug 18, 2026
GHP Investment Advisors, Inc. History No change 25 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History No change 33 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 16 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Truvestments Capital LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 38 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 40 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Activest Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 35 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 14, 2026