ARES CAPITAL CORP - ARCC

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
MORGAN STANLEY History No change 17,022,990 315,436 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 13,790,055 255,529 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 13,306,095 246,561 0.15% 0.15% 3 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 10,657,085 197,475 0.74% 0.74% 4 0 0.0% Q2 2026 Jul 30, 2026
BANK OF AMERICA CORP /DE/ History No change 8,935,191 165,569 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 7,850,659 145,315 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
Generali Asset Management SPA SGR History No change 7,547,995 139,864 2.53% 2.53% 7 0 0.0% Q2 2026 Jul 30, 2026
Legal & General Group Plc History No change 6,510,302 120,538 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 5,886,022 109,067 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 4,437,109 82,219 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 4,122,134 76,387 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,050,137 75,049 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 4,029,149 74,660 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 3,870,130 71,713 0.07% 0.07% 14 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,548,186 65,747 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 3,407,463 63,140 0.67% 0.67% 16 0 0.0% Q2 2026 Aug 11, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 3,275,333 62,558 1.05% 0.97% 17 -92,247 -2.74% Q3 2026 Oct 01, 2026
Evercore Wealth Management, LLC History No change 3,007,303 55,725 0.79% 0.79% 18 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 2,907,012 53,866 0.32% 0.32% 19 0 0.0% Q2 2026 Aug 13, 2026
ARES MANAGEMENT LLC History No change 2,783,165 51,572 2.25% 2.25% 20 0 0.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History No change 2,766,368 51,260 2.3% 2.3% 21 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 2,692,567 49,893 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,677,282 49,610 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 2,640,857 48,935 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,446,785 45,338 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 07, 2026
Allen Investment Management, LLC History No change 2,441,585 45,242 0.54% 0.54% 26 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 2,289,056 42,416 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Muzinich & Co., Inc. History No change 2,250,333 41,698 14.24% 14.24% 28 0 0.0% Q2 2026 Jul 27, 2026
Progeny 3, Inc. History No change 2,224,728 41,224 2.13% 2.13% 29 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,138,606 39,630 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 2,128,070 39,433 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 2,040,894 37,817 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 14, 2026
Border to Coast Pensions Partnership Ltd History No change 2,000,000 37,030 0.55% 0.55% 33 0 0.0% Q2 2026 Jul 27, 2026
CITADEL ADVISORS LLC History No change 1,826,000 33,835 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 02, 2026
Parallax Volatility Advisers, L.P. History No change 1,815,100 33,633 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 1,716,046 31,798 0.02% 0.02% 36 0 0.0% Q2 2026 Jul 30, 2026
Altshuler Shaham Ltd History No change 1,650,000 30,574 0.38% 0.38% 37 0 0.0% Q2 2026 Aug 12, 2026
CANADA LIFE ASSURANCE Co History No change 1,617,724 29,875 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL ADVISORS INC/OK History No change 1,575,211 29,188 0.43% 0.43% 39 0 0.0% Q2 2026 Jul 22, 2026
Cetera Investment Advisers History No change 1,404,371 26,023 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,388,870 25,735 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
Michael & Susan Dell Foundation History No change 1,358,256 25,168 0.66% 0.66% 42 0 0.0% Q2 2026 Aug 14, 2026
SPINNAKER TRUST History No change 1,322,033 24,497 1.19% 1.19% 43 0 0.0% Q2 2026 Aug 03, 2026
BRUNI J V & CO /CO History No change 1,266,283 23,464 2.14% 2.14% 44 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 1,201,925 22,271 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,190,158 22,053 0.01% 0.01% 46 0 0.0% Q2 2026 Sep 23, 2026
STEPHENS INC /AR/ History No change 1,186,676 21,989 0.25% 0.25% 47 0 0.0% Q2 2026 Jul 29, 2026
JUPITER ASSET MANAGEMENT LTD History No change 1,204,285 21,935 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 1,177,508 21,819 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 1,116,916 20,696 0.25% 0.25% 50 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 1,094,339 20,278 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 1,081,390 20,038 0.05% 0.05% 52 0 0.0% Q2 2026 Jul 27, 2026
GOLDMAN SACHS GROUP INC History No change 1,057,668 19,598 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 1,021,522 18,928 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 862,770 15,987 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History No change 844,971 15,657 0.75% 0.75% 56 0 0.0% Q2 2026 Jul 15, 2026
D. E. Shaw & Co., Inc. History No change 835,189 15,476 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 828,699 15,355 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 27, 2026
Focus Partners Wealth History No change 813,829 15,080 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 783,779 14,523 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 781,116 14,474 0.71% 0.71% 61 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 776,654 14,388 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 725,864 13,450 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
Estate Planners Group, LLC History No change 725,110 13,436 6.08% 6.08% 64 0 0.0% Q2 2026 Aug 13, 2026
Edgemoor Investment Advisors, Inc. History No change 720,251 13,346 0.91% 0.91% 65 0 0.0% Q2 2026 Aug 07, 2026
Naviter Wealth, LLC History No change 712,665 13,205 1.2% 1.2% 66 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 697,924 12,932 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
LGT Group Foundation History No change 668,973 12,396 0.14% 0.14% 68 0 0.0% Q2 2026 Aug 10, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 664,980 12,322 0.46% 0.46% 69 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 650,794 12,059 0.02% 0.02% 70 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 635,482 11,775 0.07% 0.07% 71 0 0.0% Q2 2026 Jul 24, 2026
Walleye Trading LLC History No change 600,900 11,134 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 580,351 10,753 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 18, 2026
HBK INVESTMENTS L P History No change 579,700 10,741 0.1% 0.1% 74 0 0.0% Q2 2026 Sep 16, 2026
Chicago Partners Investment Group LLC History No change 571,386 10,633 0.21% 0.21% 75 0 0.0% Q2 2026 Jul 29, 2026
STATE STREET CORP History No change 555,592 10,295 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 22, 2026
CITIGROUP INC History No change 545,586 10,109 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 03, 2026
Columbus Macro, LLC History No change 543,378 10,068 0.98% 0.98% 78 0 0.0% Q2 2026 Jul 22, 2026
LSV ASSET MANAGEMENT History No change 536,600 9,943 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 520,151 9,638 0.03% 0.03% 80 0 0.0% Q2 2026 Jul 28, 2026
PEAK6 LLC History No change 516,200 9,565 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 12, 2026
Bell Bank History No change 515,804 9,557 0.36% 0.36% 82 0 0.0% Q2 2026 Jul 15, 2026
Jefferies Financial Group Inc. History No change 495,452 9,180 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 17, 2026
OPPENHEIMER & CO INC History No change 472,826 8,761 0.09% 0.09% 84 0 0.0% Q2 2026 Aug 03, 2026
Melia Wealth LLC History No change 460,440 8,531 4.91% 4.91% 85 0 0.0% Q2 2026 Aug 17, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 460,273 8,528 0.16% 0.16% 86 0 0.0% Q2 2026 Jul 15, 2026
&PARTNERS History No change 453,599 8,425 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 453,206 8,397 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 13, 2026
GRITSTONE ASSET MANAGEMENT LLC History No change 447,088 8,284 7.97% 7.97% 89 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 440,202 8,156 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 439,021 8,135 0.53% 0.53% 91 0 0.0% Q2 2026 Jul 14, 2026
Invesco Ltd. History No change 435,125 8,062 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 427,000 7,912 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 425,878 7,891 0.39% 0.39% 94 0 0.0% Q2 2026 Aug 14, 2026
LGT Fund Management Co Ltd. History No change 416,290 7,713 0.32% 0.32% 95 0 0.0% Q2 2026 Aug 10, 2026
Advisors Asset Management, Inc. History No change 412,592 7,645 0.12% 0.12% 96 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 406,876 7,539 0.05% 0.05% 97 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 406,494 7,532 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 402,294 7,454 0.07% 0.07% 99 0 0.0% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History No change 398,194 7,378 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
one8zero8, LLC History No change 397,430 7,364 1.46% 1.46% 101 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 396,855 7,353 0.11% 0.11% 102 0 0.0% Q2 2026 Aug 03, 2026
Gilbert & Cook, Inc. History No change 394,800 7,315 0.84% 0.84% 103 0 0.0% Q2 2026 Jul 28, 2026
Prairiewood Capital, LLC History No change 384,360 7,122 1.85% 1.85% 104 0 0.0% Q2 2026 Jul 28, 2026
Trinity Financial Advisors LLC History No change 374,036 6,930 1.78% 1.78% 105 0 0.0% Q2 2026 Jul 06, 2026
Enstar Group LTD History No change 373,146 6,914 3.2% 3.2% 106 0 0.0% Q2 2026 Aug 14, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 363,137 6,728 0.29% 0.29% 107 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 358,827 6,649 0.67% 0.67% 108 0 0.0% Q2 2026 Jul 21, 2026
Mutual Advisors, LLC History No change 354,730 6,573 0.12% 0.12% 109 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 354,445 6,567 0.66% 0.66% 110 0 0.0% Q2 2026 Aug 10, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 349,945 6,484 0.28% 0.28% 111 0 0.0% Q2 2026 Aug 10, 2026
Smith Asset Management Co., LLC History No change 349,766 6,481 5.1% 5.1% 112 0 0.0% Q2 2026 Jul 14, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 345,778 6,407 3.12% 3.12% 113 0 0.0% Q2 2026 Jul 08, 2026
SCS Capital Management LLC History No change 345,103 6,394 0.06% 0.06% 114 0 0.0% Q2 2026 Aug 06, 2026
Private Advisor Group, LLC History No change 343,851 6,371 0.03% 0.03% 115 0 0.0% Q2 2026 Jul 27, 2026
SFMG, LLC History No change 342,928 6,354 0.38% 0.38% 116 0 0.0% Q2 2026 Aug 13, 2026
Caption Management, LLC History No change 339,000 6,281 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 334,801 6,203 0.12% 0.12% 118 0 0.0% Q2 2026 Jul 30, 2026
Blume Capital Management, Inc. History No change 330,490 6,123 0.9% 0.9% 119 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 326,616 6,052 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 324,360 6,010 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 305,610 5,662 0.06% 0.06% 122 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 301,155 5,580 0.67% 0.67% 123 0 0.0% Q2 2026 Aug 11, 2026
Obermeyer Wealth Partners History No change 296,701 5,497 0.22% 0.22% 124 0 0.0% Q2 2026 Jul 29, 2026
Creative Planning History No change 284,299 5,268 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 282,421 5,262 0.31% 0.31% 126 0 0.0% Q2 2026 Jul 22, 2026
PAYDEN & RYGEL History No change 275,660 5,108 0.39% 0.39% 127 0 0.0% Q2 2026 Jul 31, 2026
SONA ASSET MANAGEMENT (US) LLC History No change 275,000 5,095 0.11% 0.11% 128 0 0.0% Q2 2026 Aug 14, 2026
Baugh & Associates, LLC History No change 268,304 4,971 2.2% 2.2% 129 0 0.0% Q2 2026 Jul 10, 2026
Liberty Mutual Group Asset Management Inc. History No change 267,446 4,955 0.43% 0.43% 130 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 265,633 4,922 1.1% 1.1% 131 0 0.0% Q2 2026 Sep 02, 2026
Wealthcare Advisory Partners LLC History No change 264,044 4,892 0.09% 0.09% 132 0 0.0% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 258,693 4,793 0.08% 0.08% 133 0 0.0% Q2 2026 Jul 23, 2026
Mirador Capital Partners LP History No change 257,143 4,764 0.58% 0.58% 134 0 0.0% Q2 2026 Jul 07, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 247,203 4,738 0.68% 0.68% 135 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History No change 253,713 4,701 0.14% 0.14% 136 0 0.0% Q2 2026 Aug 05, 2026
Texas Capital Bank Wealth Management Services Inc History No change 250,049 4,633 0.25% 0.25% 137 0 0.0% Q2 2026 Aug 07, 2026
TICINO WEALTH History No change 243,855 4,518 1.42% 1.42% 138 0 0.0% Q2 2026 Jul 20, 2026
Bank of New York Mellon Corp History No change 237,789 4,406 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 06, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 224,251 4,155 0.78% 0.78% 140 0 0.0% Q2 2026 Jul 21, 2026
Perennial Advisors, LLC History No change 224,244 4,155 0.64% 0.64% 141 0 0.0% Q2 2026 Jul 13, 2026
Farther Finance Advisors, LLC History No change 223,214 4,136 0.03% 0.03% 142 0 0.0% Q2 2026 Jul 17, 2026
Family Manage LLC History No change 220,010 4,076 0.42% 0.42% 143 0 0.0% Q2 2026 Aug 14, 2026
CONDOR CAPITAL MANAGEMENT History No change 217,126 4,023 0.3% 0.3% 144 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 214,953 3,983 0.59% 0.59% 145 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 199,404 3,694 0.24% 0.24% 146 0 0.0% Q2 2026 Jul 27, 2026
Challenger Wealth Management History No change 196,435 3,639 2.68% 2.68% 147 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 196,071 3,633 0.09% 0.09% 148 0 0.0% Q2 2026 Jul 14, 2026
Arax Advisory Partners History No change 195,960 3,631 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 10, 2026
LFG Wealth Partners, LLC History No change 195,003 3,613 1.69% 1.69% 150 0 0.0% Q2 2026 Aug 04, 2026
Intellectus Partners, LLC History No change 194,385 3,601 0.62% 0.62% 151 0 0.0% Q2 2026 Aug 12, 2026
STABLEFORD CAPITAL II LLC History No change 192,802 3,572 1.24% 1.24% 152 0 0.0% Q2 2026 Jul 06, 2026
Waverly Advisors, LLC History No change 192,694 3,570 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 191,952 3,556 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 188,289 3,488 0.09% 0.09% 155 0 0.0% Q2 2026 Jul 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 187,290 3,470 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 06, 2026
Baker Avenue Asset Management, LP History No change 186,217 3,450 0.07% 0.07% 157 0 0.0% Q2 2026 Jul 28, 2026
IHT Wealth Management, LLC History No change 182,377 3,379 0.07% 0.07% 158 0 0.0% Q2 2026 Aug 14, 2026
Parkwood LLC History No change 178,402 3,306 0.24% 0.24% 159 0 0.0% Q2 2026 Aug 14, 2026
BBR PARTNERS, LLC History No change 178,163 3,301 0.15% 0.15% 160 0 0.0% Q2 2026 Aug 11, 2026
Whipplewood Advisors, LLC History No change 177,662 3,292 2.22% 2.22% 161 0 0.0% Q2 2026 Jul 27, 2026
CIBC WORLD MARKET INC. History No change 175,676 3,255 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 174,299 3,229 0.12% 0.12% 163 0 0.0% Q2 2026 Aug 06, 2026
Providence Capital Advisors, LLC History No change 173,517 3,215 0.49% 0.49% 164 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Select Advisors, LLC History No change 171,613 3,179 1.34% 1.34% 165 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 171,155 3,171 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 165,280 3,103 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 165,718 3,070 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 10, 2026
Independent Advisor Alliance History No change 164,459 3,047 0.07% 0.07% 169 0 0.0% Q2 2026 Aug 12, 2026
AA Financial Advisors, LLC History No change 164,209 3,042 0.37% 0.37% 170 0 0.0% Q2 2026 Jul 17, 2026
Curated Wealth Partners LLC History No change 161,868 2,999 0.35% 0.35% 171 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 161,597 2,994 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 155,429 2,880 0.02% 0.02% 173 0 0.0% Q2 2026 Jul 27, 2026
Waterloo Capital, L.P. History No change 155,301 2,877 0.16% 0.16% 174 0 0.0% Q2 2026 Jul 29, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 154,261 2,858 0.14% 0.14% 175 0 0.0% Q2 2026 Jul 13, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 153,949 2,852 0.15% 0.15% 176 0 0.0% Q2 2026 Jul 08, 2026
Prospera Financial Services Inc History No change 152,696 2,829 0.04% 0.04% 177 0 0.0% Q2 2026 Jul 15, 2026
Argent Trust Co History No change 151,031 2,798 0.08% 0.08% 178 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Advisory, LLC History No change 150,224 2,783 0.23% 0.23% 179 0 0.0% Q2 2026 Jul 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 150,000 2,779 0.2% 0.2% 180 0 0.0% Q2 2026 Aug 14, 2026
Plan Group Financial, LLC History No change 147,018 2,724 0.56% 0.56% 181 0 0.0% Q2 2026 Aug 03, 2026
Cottage Street Advisors LLC History No change 145,471 2,697 1.04% 1.04% 182 0 0.0% Q2 2026 Jul 20, 2026
FourThought Financial Partners, LLC History No change 142,819 2,646 0.2% 0.2% 183 0 0.0% Q2 2026 Aug 12, 2026
Uniplan Investment Counsel, Inc. History No change 141,885 2,629 0.25% 0.25% 184 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 140,341 2,600 0.07% 0.07% 185 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 139,984 2,593 0.16% 0.16% 186 0 0.0% Q2 2026 Aug 04, 2026
Taylor Frigon Capital Management LLC History No change 136,284 2,525 1.18% 1.18% 187 0 0.0% Q2 2026 Jul 23, 2026
Joel Isaacson & Co., LLC History No change 134,631 2,494 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 134,094 2,484 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 12, 2026
Brendel Financial Advisors LLC History No change 133,968 2,482 1.15% 1.15% 190 0 0.0% Q2 2026 Jul 31, 2026
SlateStone Wealth, LLC History No change 130,395 2,416 0.19% 0.19% 191 0 0.0% Q2 2026 Jul 20, 2026
Elemental Capital Partners LLC History No change 128,732 2,385 0.5% 0.5% 192 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 120,376 2,230 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 19, 2026
Hennion & Walsh Asset Management, Inc. History No change 119,790 2,219 0.06% 0.06% 194 0 0.0% Q2 2026 Jul 08, 2026
M&G Plc History No change 115,000 2,185 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History No change 116,448 2,157 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 116,224 2,153 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 07, 2026
Integras Partners LLC History No change 114,757 2,126 1.17% 1.17% 198 0 0.0% Q2 2026 Jul 24, 2026
P.A.W. CAPITAL CORP History No change 114,400 2,119 1.65% 1.65% 199 0 0.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History No change 114,350 2,118 0.13% 0.13% 200 0 0.0% Q2 2026 Aug 11, 2026
United Advisor Group, LLC History No change 113,090 2,095 0.22% 0.22% 201 0 0.0% Q2 2026 Jul 29, 2026
RIVERBRIDGE PARTNERS LLC History No change 111,289 2,062 0.06% 0.06% 202 0 0.0% Q2 2026 Jul 13, 2026
Welch Financial Planning, LLC History No change 110,981 2,056 1.2% 1.2% 203 0 0.0% Q2 2026 Jul 14, 2026
Palogic Value Management, L.P. History No change 110,948 2,055 0.68% 0.68% 204 0 0.0% Q2 2026 Aug 14, 2026
Orographic Financial Advisors, LLC History No change 103,345 2,053 1.36% 1.36% 205 0 0.0% Q2 2026 Aug 13, 2026
GLOBAL STRATEGIC MANAGEMENT INC History No change 108,192 2,009 1.55% 1.55% 206 0 0.0% Q2 2026 Aug 14, 2026
WCG Wealth Advisors LLC History No change 106,532 1,974 0.05% 0.05% 207 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 105,321 1,951 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 05, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 104,633 1,938 0.14% 0.14% 209 0 0.0% Q2 2026 Aug 12, 2026
Brown Miller Wealth Management, LLC History No change 102,473 1,898 0.48% 0.48% 210 0 0.0% Q2 2026 Jul 16, 2026
HB Wealth Management, LLC History No change 101,316 1,877 0.01% 0.01% 211 0 0.0% Q2 2026 Jul 29, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 100,816 1,868 1.02% 1.02% 212 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 100,374 1,859 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 17, 2026
Sanctuary Advisors, LLC History No change 99,665 1,846 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 98,856 1,831 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 98,491 1,825 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 97,235 1,801 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
Black Swift Group, LLC History No change 96,440 1,787 0.26% 0.26% 218 0 0.0% Q2 2026 Aug 13, 2026
EAGLE GLOBAL ADVISORS LLC History No change 96,360 1,785 0.06% 0.06% 219 0 0.0% Q2 2026 Jul 30, 2026
IEQ CAPITAL, LLC History No change 96,304 1,784 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 11, 2026
BankPlus Trust Department History No change 96,072 1,780 0.42% 0.42% 221 0 0.0% Q2 2026 Jul 28, 2026
J.W. COLE ADVISORS, INC. History No change 95,903 1,777 0.03% 0.03% 222 0 0.0% Q2 2026 Jul 21, 2026
Essex Financial Services, Inc. History No change 95,662 1,772 0.09% 0.09% 223 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History No change 95,503 1,769 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 94,125 1,744 0.03% 0.03% 225 0 0.0% Q2 2026 Jul 31, 2026
WEDBUSH SECURITIES INC History No change 91,411 1,694 0.04% 0.04% 226 0 0.0% Q2 2026 Jul 28, 2026
Legacy Capital Wealth Partners, LLC History No change 89,789 1,663 0.32% 0.32% 227 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 88,153 1,633 0.2% 0.2% 228 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 87,325 1,618 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 85,637 1,586 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 18, 2026
Bank of New Hampshire History Reduced 82,099 1,568 0.34% 0.33% 231 -2,029 -2.41% Q3 2026 Oct 06, 2026
Ashton Thomas Private Wealth, LLC History No change 84,572 1,567 0.03% 0.03% 232 0 0.0% Q2 2026 Jul 29, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 84,392 1,563 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 84,207 1,560 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 83,330 1,546 0.02% 0.02% 235 0 0.0% Q2 2026 Jul 27, 2026
Vestmark Advisory Solutions, Inc. History No change 83,389 1,545 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 83,309 1,543 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 82,693 1,532 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 14, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 81,837 1,516 0.45% 0.45% 239 0 0.0% Q2 2026 Jul 31, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 81,266 1,505 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 14, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 80,850 1,498 0.46% 0.46% 241 0 0.0% Q2 2026 Jul 22, 2026
Register Financial Advisors LLC History No change 80,038 1,483 0.45% 0.45% 242 0 0.0% Q2 2026 Jul 15, 2026
Stiles Financial Services Inc History No change 79,696 1,476 0.37% 0.37% 243 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 79,181 1,467 0.04% 0.04% 244 0 0.0% Q2 2026 Jul 15, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 79,012 1,464 0.01% 0.01% 245 0 0.0% Q2 2026 Jul 23, 2026
Ayrshire Capital Management LLC History No change 78,749 1,459 0.68% 0.68% 246 0 0.0% Q2 2026 Jul 14, 2026
Eos Management, L.P. History No change 78,500 1,454 0.58% 0.58% 247 0 0.0% Q2 2026 Jul 30, 2026
Bramshill Investments, LLC History No change 77,871 1,442 0.11% 0.11% 248 0 0.0% Q2 2026 Aug 14, 2026
DELPHI FINANCIAL GROUP, INC. History No change 77,000 1,426 0.7% 0.7% 249 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 76,673 1,420 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 13, 2026
RDA Financial Network History No change 76,633 1,420 0.31% 0.31% 251 0 0.0% Q2 2026 Jul 06, 2026
Marble Wealth, LLC History No change 76,661 1,420 0.22% 0.22% 252 0 0.0% Q2 2026 Aug 07, 2026
Midwest Professional Planners, LTD. History No change 76,617 1,419 0.28% 0.28% 253 0 0.0% Q2 2026 Aug 05, 2026
Essential Investment Partners LLC History No change 76,496 1,417 1.14% 1.14% 254 0 0.0% Q2 2026 Jul 15, 2026
1832 Asset Management L.P. History No change 76,300 1,413 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 13, 2026
Mayflower Financial Advisors, LLC History No change 76,250 1,412 0.12% 0.12% 256 0 0.0% Q2 2026 Jul 09, 2026
Global Retirement Partners, LLC History No change 75,075 1,391 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 06, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 73,602 1,363 0.08% 0.08% 258 0 0.0% Q2 2026 Jul 23, 2026
Western Wealth Management, LLC History No change 73,575 1,363 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 14, 2026
Global Wealth Management Investment Advisory, Inc. History No change 71,285 1,320 0.19% 0.19% 260 0 0.0% Q2 2026 Jul 29, 2026
Linden Thomas Advisory Services, LLC History No change 71,192 1,319 0.11% 0.11% 261 0 0.0% Q2 2026 Jul 16, 2026
Banque Cantonale Vaudoise History No change 70,000 1,297 0.18% 0.18% 262 0 0.0% Q2 2026 Jul 31, 2026
Independent Wealth Network Inc. History No change 69,058 1,279 0.33% 0.33% 263 0 0.0% Q2 2026 Jul 20, 2026
HRT FINANCIAL LP History No change 68,813 1,275 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 68,479 1,268 0.4% 0.4% 265 0 0.0% Q2 2026 Jul 27, 2026
Key Client Fiduciary Advisors, LLC History No change 67,752 1,255 0.36% 0.36% 266 0 0.0% Q2 2026 Jul 09, 2026
Mesirow Financial Investment Management, Inc. History No change 67,704 1,254 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 22, 2026
Tidal Investments LLC History No change 66,297 1,228 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 66,100 1,224 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Atlantic Union Bankshares Corp History No change 66,099 1,224 0.02% 0.02% 270 0 0.0% Q2 2026 Aug 11, 2026
Pettinga Financial Advisors LLC History No change 65,900 1,221 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 09, 2026
Wealthfront Advisers LLC History No change 63,286 1,172 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 07, 2026
VPR Management LLC History No change 63,254 1,172 0.47% 0.47% 273 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 62,740 1,162 0.16% 0.16% 274 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 62,529 1,158 0.03% 0.03% 275 0 0.0% Q2 2026 Jul 28, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 62,500 1,158 0.6% 0.6% 276 0 0.0% Q2 2026 Jul 23, 2026
GoalVest Advisory LLC History Added to 60,475 1,155 0.2% 0.2% 277 +2,238 3.84% Q3 2026 Oct 02, 2026
Engineers Gate Manager LP History No change 61,970 1,148 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 61,786 1,144 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 61,652 1,142 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 61,533 1,140 0.01% 0.01% 281 0 0.0% Q2 2026 Sep 08, 2026
Avidian Wealth Enterprises, LLC History No change 60,567 1,122 0.03% 0.03% 282 0 0.0% Q2 2026 Jul 24, 2026
ProShare Advisors LLC History No change 60,034 1,112 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 59,967 1,111 0.02% 0.02% 284 0 0.0% Q2 2026 Aug 13, 2026
Baldwin Investment Management, LLC History No change 59,409 1,100 0.11% 0.11% 285 0 0.0% Q2 2026 Jul 28, 2026
River Street Advisors LLC History No change 59,267 1,098 0.32% 0.32% 286 0 0.0% Q2 2026 Jul 21, 2026
Cordoba Advisory Partners LLC History No change 58,179 1,088 0.23% 0.23% 287 0 0.0% Q2 2026 Jul 21, 2026
Modern Wealth Management, LLC History No change 58,354 1,081 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 13, 2026
CASCADE INVESTMENT GROUP, INC. History No change 58,195 1,078 0.6% 0.6% 289 0 0.0% Q2 2026 Jul 23, 2026
Granite FO LLC History No change 57,715 1,069 0.57% 0.57% 290 0 0.0% Q2 2026 Jul 15, 2026
Verdence Capital Advisors LLC History No change 57,549 1,066 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 29, 2026
NATIONAL BANK OF CANADA /FI/ History No change 57,579 1,065 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 57,007 1,056 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 07, 2026
Accel Wealth Management History No change 56,895 1,054 0.24% 0.24% 294 0 0.0% Q2 2026 Jul 10, 2026
Onyx Bridge Wealth Group LLC History No change 56,523 1,047 0.09% 0.09% 295 0 0.0% Q2 2026 Jul 23, 2026
Lantz Financial LLC History No change 56,382 1,044 0.19% 0.19% 296 0 0.0% Q2 2026 Jul 09, 2026
BKM Wealth Management, LLC History No change 56,152 1,040 0.37% 0.37% 297 0 0.0% Q2 2026 Jul 29, 2026
C2C Wealth Management, LLC History No change 55,850 1,034 0.81% 0.81% 298 0 0.0% Q2 2026 Jul 09, 2026
Inspire Advisors, LLC History No change 55,342 1,025 0.07% 0.07% 299 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 55,265 1,024 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 11, 2026
FLC Capital Advisors History No change 55,188 1,022 0.16% 0.16% 301 0 0.0% Q2 2026 Jul 20, 2026
Investment Partners Asset Management, Inc. History No change 53,734 995 0.55% 0.55% 302 0 0.0% Q2 2026 Jul 24, 2026
DELPHI MANAGEMENT INC /MA/ History No change 53,060 983 0.96% 0.96% 303 0 0.0% Q2 2026 Jul 31, 2026
DAVENPORT & Co LLC History No change 52,696 976 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 13, 2026
Kovack Advisors, Inc. History No change 51,803 960 0.05% 0.05% 305 0 0.0% Q2 2026 Jul 28, 2026
Canal Capital Management, LLC History No change 51,319 950 0.12% 0.12% 306 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Partners, LTD. History No change 50,597 937 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 11, 2026
Lewis Asset Management, LLC History No change 50,248 931 0.33% 0.33% 308 0 0.0% Q2 2026 Jul 21, 2026
Callodine Capital Management, LP History No change 50,000 926 0.06% 0.06% 309 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 49,963 925 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 05, 2026
MAI Capital Management History No change 49,696 920 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 49,193 911 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History No change 46,708 895 0.3% 0.3% 313 0 0.0% Q2 2026 Jul 21, 2026
Westbourne Investment Advisors, Inc. History No change 47,050 871 0.24% 0.24% 314 0 0.0% Q2 2026 Jul 27, 2026
Stonebridge Financial Planning Group, LLC History No change 46,997 870 0.28% 0.28% 315 0 0.0% Q2 2026 Jul 31, 2026
Haven Private, LLC History No change 46,961 870 0.33% 0.33% 316 0 0.0% Q2 2026 Jul 28, 2026
Trexquant Investment LP History No change 45,937 851 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 14, 2026
Financial Gravity Companies, Inc. History No change 45,662 846 0.14% 0.14% 318 0 0.0% Q2 2026 Aug 05, 2026
Carnegie Lake Advisors LLC History No change 45,505 843 0.31% 0.31% 319 0 0.0% Q2 2026 Jul 24, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 45,481 842 0.23% 0.23% 320 0 0.0% Q2 2026 Aug 07, 2026
Beverly Hills Private Wealth, LLC History No change 45,111 835 0.16% 0.16% 321 0 0.0% Q2 2026 Aug 06, 2026
MCDONALD PARTNERS LLC History No change 45,000 833 0.2% 0.2% 322 0 0.0% Q2 2026 Jul 28, 2026
LexAurum Advisors, LLC History No change 44,864 831 0.1% 0.1% 323 0 0.0% Q2 2026 Jul 15, 2026
Commerce Advisors, LLC History No change 43,986 815 0.44% 0.44% 324 0 0.0% Q2 2026 Aug 04, 2026
Brookstone Capital Management History No change 43,648 808 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 15, 2026
Geneos Wealth Management Inc. History No change 43,642 808 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 43,444 805 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 43,271 801 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 43,071 798 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 20, 2026
Port Capital LLC History No change 43,000 796 0.03% 0.03% 330 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 42,949 795 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 12, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 42,872 794 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 42,823 793 0.06% 0.06% 333 0 0.0% Q2 2026 Aug 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 42,591 789 0.14% 0.14% 334 0 0.0% Q2 2026 Aug 14, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 42,186 781 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 41,955 777 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 41,729 773 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Added to 40,376 771 0.02% 0.01% 338 +11,990 42.24% Q3 2026 Oct 07, 2026
Diversify Advisory Services, LLC History No change 39,707 750 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 39,707 750 0.01% 0.01% 340 0 0.0% Q2 2026 Jul 29, 2026
GSA CAPITAL PARTNERS LLP History No change 40,340 748 0.05% 0.05% 341 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 40,291 746 0.04% 0.04% 342 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Advisor Solutions, LLC History No change 40,307 746 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS History No change 39,920 739 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 39,030 723 0.02% 0.02% 345 0 0.0% Q2 2026 Aug 07, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 38,940 721 0.15% 0.15% 346 0 0.0% Q2 2026 Jul 22, 2026
NewSquare Capital LLC History No change 38,902 720 0.05% 0.05% 347 0 0.0% Q2 2026 Jul 28, 2026
Werlinich Asset Management, LLC History No change 38,880 720 0.28% 0.28% 348 0 0.0% Q2 2026 Jul 09, 2026
Miller Global Investments, LLC History Added to 37,673 719 0.58% 0.17% 349 +26,705 243.48% Q3 2026 Oct 02, 2026
Tempus Wealth Planning, LLC History No change 38,642 716 0.14% 0.14% 350 0 0.0% Q2 2026 Jul 22, 2026
GUGGENHEIM CAPITAL LLC History No change 38,583 714 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 12, 2026
DUNCKER STREETT & CO INC History No change 38,418 711 0.12% 0.12% 352 0 0.0% Q2 2026 Jul 28, 2026
Empowered Funds, LLC History No change 38,192 707 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 38,084 705 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 17, 2026
PFG Investments, LLC History No change 37,572 696 0.03% 0.03% 355 0 0.0% Q2 2026 Jul 23, 2026
Everstar Asset Management, LLC History No change 37,389 692 0.33% 0.33% 356 0 0.0% Q2 2026 Aug 03, 2026
Mallini Complete Financial Planning LLC History Reduced 36,144 690 0.48% 0.53% 357 -3,883 -9.7% Q3 2026 Oct 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 37,166 688 0.43% 0.43% 358 0 0.0% Q2 2026 Jul 14, 2026
Intrua Financial, LLC History No change 36,932 684 0.06% 0.06% 359 0 0.0% Q2 2026 Jul 24, 2026
Wedmont Private Capital History No change 36,412 683 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 13, 2026
First National Bank of Mount Dora, Trust Investment Services History No change 35,964 666 0.13% 0.13% 361 0 0.0% Q2 2026 Jul 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 35,703 663 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
FAMILY WEALTH PARTNERS, LLC History No change 35,807 663 0.2% 0.2% 363 0 0.0% Q2 2026 Jul 10, 2026
Monument Capital Management History No change 35,592 659 0.13% 0.13% 364 0 0.0% Q2 2026 Jul 22, 2026
Snowden Capital Advisors LLC History No change 35,423 656 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 13, 2026
Balboa Wealth Partners History No change 34,896 646 0.09% 0.09% 366 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History No change 34,401 637 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 04, 2026
Nicholas Hoffman & Company, LLC. History No change 33,368 618 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 04, 2026
WESPAC Advisors, LLC History No change 33,090 613 0.3% 0.3% 369 0 0.0% Q2 2026 Aug 10, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 32,912 609 0.05% 0.05% 370 0 0.0% Q2 2026 Aug 06, 2026
Cypress Wealth Services, LLC History No change 32,675 605 0.07% 0.07% 371 0 0.0% Q2 2026 Jul 10, 2026
Jump Financial, LLC History No change 32,700 605 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 33,206 604 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 32,567 603 0.02% 0.02% 374 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 32,540 602 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 04, 2026
Millennium Capital Advisors, LLC History No change 32,454 601 0.33% 0.33% 376 0 0.0% Q2 2026 Jul 28, 2026
Triumph Capital Management History No change 32,350 599 0.11% 0.11% 377 0 0.0% Q2 2026 Jul 20, 2026
ST GERMAIN D J CO INC History No change 32,150 595 0.02% 0.02% 378 0 0.0% Q2 2026 Jul 21, 2026
QUADRANT CAPITAL GROUP LLC History No change 31,680 587 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 14, 2026
Quad-Cities Investment Group, LLC History No change 31,558 584 0.21% 0.21% 380 0 0.0% Q2 2026 Jul 07, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 31,536 584 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 08, 2026
ALBION FINANCIAL GROUP /UT History No change 31,295 579 0.03% 0.03% 382 0 0.0% Q2 2026 Jul 22, 2026
MARATHON CAPITAL MANAGEMENT History No change 30,981 574 0.12% 0.12% 383 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 30,970 573 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 11, 2026
Strategic Wealth Partners, Ltd. History No change 30,842 571 0.04% 0.04% 385 0 0.0% Q2 2026 Aug 12, 2026
Access Investment Management LLC History No change 30,675 568 0.15% 0.15% 386 0 0.0% Q2 2026 Aug 03, 2026
Pinion Investment Advisors, LLC History No change 30,605 567 0.11% 0.11% 387 0 0.0% Q2 2026 Aug 06, 2026
Western Financial Corp/CA History No change 30,404 563 0.16% 0.16% 388 0 0.0% Q2 2026 Jul 22, 2026
Wealthcare Capital Partners, LLC History No change 30,320 561 0.23% 0.23% 389 0 0.0% Q2 2026 Jul 09, 2026
Palacios Wealth Management, LLC History No change 30,224 560 0.33% 0.33% 390 0 0.0% Q2 2026 Jul 23, 2026
J. Safra Sarasin Holding AG History No change 30,000 555 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 31, 2026
MBM WEALTH CONSULTANTS, LLC History No change 29,900 554 0.11% 0.11% 392 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisors, LLC History No change 29,618 548 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 29,231 544 0.13% 0.13% 394 0 0.0% Q2 2026 Aug 06, 2026
Pasadena Private Wealth, LLC History No change 29,275 542 0.07% 0.07% 395 0 0.0% Q2 2026 Aug 10, 2026
Bank OZK History No change 29,166 540 0.16% 0.16% 396 0 0.0% Q2 2026 Aug 17, 2026
COFG Advisors, LLC History No change 29,141 539 0.09% 0.09% 397 0 0.0% Q2 2026 Aug 14, 2026
J.M. Arbour, LLC History No change 28,708 531 0.46% 0.46% 398 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History No change 28,600 529 0.03% 0.03% 399 0 0.0% Q2 2026 Jul 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 27,624 511 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 27,486 509 0.02% 0.02% 401 0 0.0% Q2 2026 Jul 31, 2026
Milestone Asset Management Group, LLC History No change 27,438 508 0.26% 0.26% 402 0 0.0% Q2 2026 Jul 30, 2026
S&T BANK/PA History No change 26,778 496 0.15% 0.15% 403 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 26,582 492 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 26,503 491 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 28, 2026
GROUP ONE TRADING LLC History No change 26,393 489 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 26,317 487 0.07% 0.07% 407 0 0.0% Q2 2026 Jul 28, 2026
M Holdings Securities, Inc. History No change 26,187 485 0.07% 0.07% 408 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 26,212 485 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 22, 2026
Baron Financial Group, LLC History No change 25,977 481 0.23% 0.23% 410 0 0.0% Q2 2026 Jul 09, 2026
CoreCap Advisors, LLC History No change 25,831 478 0.01% 0.01% 411 0 0.0% Q2 2026 Jul 06, 2026
Navis Wealth Advisors, LLC History No change 25,756 477 0.18% 0.18% 412 0 0.0% Q2 2026 Aug 14, 2026
WealthPlan Investment Management, LLC History No change 25,320 469 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 28, 2026
SMH CAPITAL ADVISORS INC History No change 25,003 463 1.81% 1.81% 414 0 0.0% Q2 2026 Aug 13, 2026
SYMMETRY PEAK MANAGEMENT LLC History No change 25,000 463 0.13% 0.13% 415 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 24,715 457 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 24,562 455 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 12, 2026
Tyche Wealth Partners LLC History No change 24,402 452 0.06% 0.06% 418 0 0.0% Q2 2026 Aug 06, 2026
FSA Advisors, Inc. History No change 24,369 451 0.21% 0.21% 419 0 0.0% Q2 2026 Aug 17, 2026
SCOTIA CAPITAL INC. History No change 24,113 446 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 23,665 438 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 12, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History No change 23,524 435 0.21% 0.21% 422 0 0.0% Q2 2026 Jul 15, 2026
Glen Eagle Advisors, LLC History No change 23,351 432 0.05% 0.05% 423 0 0.0% Q2 2026 Aug 14, 2026
BankPlus Wealth Management LLC History No change 23,335 432 0.19% 0.19% 424 0 0.0% Q2 2026 Jul 17, 2026
Magnus Financial Group LLC History No change 23,302 431 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 09, 2026
DCM Advisors, LLC History No change 25,341 431 0.17% 0.17% 426 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 23,292 431 0.01% 0.01% 427 0 0.0% Q2 2026 Jul 31, 2026
Headlands Technologies LLC History No change 23,040 426 0.05% 0.05% 428 0 0.0% Q2 2026 Aug 12, 2026
Parcion Private Wealth LLC History No change 22,982 425 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 27, 2026
EIGHT 31 FINANCIAL, LLC History No change 22,988 425 0.25% 0.25% 430 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 22,918 424 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 13, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 22,846 423 0.07% 0.07% 432 0 0.0% Q2 2026 Jul 21, 2026
Mission Hills Financial Advisory, LLC History No change 22,813 422 0.19% 0.19% 433 0 0.0% Q2 2026 Aug 14, 2026
JBR Co Financial Management Inc History No change 22,410 415 0.15% 0.15% 434 0 0.0% Q2 2026 Jul 09, 2026
Federation des caisses Desjardins du Quebec History No change 22,420 415 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 13, 2026
WHITENER CAPITAL MANAGEMENT, INC. History No change 22,286 412 0.09% 0.09% 436 0 0.0% Q2 2026 Jul 10, 2026
Perigon Wealth Management, LLC History No change 22,284 412 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 07, 2026
CARDIFF PARK ADVISORS, LLC History No change 22,251 412 0.03% 0.03% 438 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 22,068 408 0.05% 0.05% 439 0 0.0% Q2 2026 Jul 09, 2026
Havemeyer Place LP History No change 21,760 403 0.04% 0.04% 440 0 0.0% Q2 2026 Aug 13, 2026
Garden State Investment Advisory Services LLC History No change 21,535 399 0.07% 0.07% 441 0 0.0% Q2 2026 Aug 11, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 21,534 399 0.05% 0.05% 442 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 21,271 394 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 22, 2026
Douglass Winthrop Advisors, LLC History No change 21,193 392 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 19,808 391 0.13% 0.13% 445 0 0.0% Q2 2026 Aug 13, 2026
LeClair Wealth Partners LLC History No change 21,087 390 0.2% 0.2% 446 0 0.0% Q2 2026 Aug 04, 2026
Accredited Investors Inc. History No change 21,000 389 0.02% 0.02% 447 0 0.0% Q2 2026 Jul 21, 2026
Canton Hathaway, LLC History No change 21,000 389 0.07% 0.07% 448 0 0.0% Q2 2026 Aug 05, 2026
INTREPID CAPITAL MANAGEMENT INC History No change 20,959 388 0.14% 0.14% 449 0 0.0% Q2 2026 Aug 12, 2026
Xcel Wealth Management, LLC History No change 20,864 386 0.09% 0.09% 450 0 0.0% Q2 2026 Jul 24, 2026
AMERICAN NATIONAL BANK & TRUST History No change 20,000 382 0.03% 0.03% 451 0 0.0% Q3 2026 Oct 07, 2026
NORTHERN TRUST CORP History No change 20,517 380 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 20,455 379 0.01% 0.01% 453 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 20,445 378 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 07, 2026
Union Bancaire Privee, UBP SA History No change 20,925 376 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 16, 2026
AssuredPartners Investment Advisors, LLC History No change 20,338 376 0.04% 0.04% 456 0 0.0% Q2 2026 Aug 10, 2026
Heritage Trust Co History No change 20,185 374 0.03% 0.03% 457 0 0.0% Q2 2026 Aug 06, 2026
RHODES INVESTMENT ADVISORS INC /ADV History No change 19,500 372 0.26% 0.27% 458 0 0.0% Q3 2026 Oct 07, 2026
Perennial Investment Advisors, LLC History No change 20,063 371 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 14, 2026
Trueblood Wealth Management, LLC History No change 20,065 371 0.13% 0.13% 460 0 0.0% Q2 2026 Jul 27, 2026
PARK CIRCLE Co History No change 20,000 370 0.32% 0.32% 461 0 0.0% Q2 2026 Aug 13, 2026
Closed-End Fund Advisors, Inc. History No change 19,987 370 0.36% 0.36% 462 0 0.0% Q2 2026 Jul 27, 2026
Prostatis Group LLC History No change 19,898 368 0.09% 0.09% 463 0 0.0% Q2 2026 Aug 14, 2026
Severin Investments, LLC History No change 19,835 367 0.28% 0.28% 464 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 19,701 365 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 04, 2026
SIGNATUREFD, LLC History No change 19,712 365 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 23, 2026
Triad Investment Management History No change 19,474 360 0.4% 0.4% 467 0 0.0% Q2 2026 Jul 21, 2026
Ausdal Financial Partners, Inc. History No change 19,433 360 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Trust, LLC History No change 19,458 360 0.05% 0.05% 469 0 0.0% Q2 2026 Aug 06, 2026
Hyposwiss Advisors SA History No change 19,335 358 0.34% 0.34% 470 0 0.0% Q2 2026 Jul 21, 2026
BIP Wealth, LLC History No change 19,265 356 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 03, 2026
AlTi Global, Inc. History No change 19,198 355 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 05, 2026
TCTC Holdings, LLC History No change 19,000 352 0.01% 0.01% 473 0 0.0% Q2 2026 Aug 11, 2026
COMMONS CAPITAL, LLC History No change 19,000 352 0.25% 0.25% 474 0 0.0% Q2 2026 Jul 30, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 18,981 351 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 07, 2026
Aurora Private Wealth, Inc. History No change 18,869 350 0.22% 0.22% 476 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 18,846 349 0.01% 0.01% 477 0 0.0% Q2 2026 Jul 31, 2026
Ethos Financial Group, LLC History No change 18,642 348 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 07, 2026
Future Financial Wealth Managment LLC History No change 18,545 345 0.22% 0.22% 479 0 0.0% Q2 2026 Jul 24, 2026
Tradition Wealth Management, LLC History No change 18,525 343 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 11, 2026
Strategies Wealth Advisors, LLC History No change 18,526 343 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History Added to 17,904 342 0.01% 0.0% 483 +15,219 566.82% Q3 2026 Oct 02, 2026
Virtue Capital Management, LLC History No change 18,470 342 0.05% 0.05% 482 0 0.0% Q2 2026 Aug 05, 2026
Samjo Management, LLC History No change 18,500 342 0.12% 0.12% 484 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 18,399 340 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 10, 2026
LVW Advisors, LLC History No change 18,231 337 0.03% 0.03% 486 0 0.0% Q2 2026 Jul 15, 2026
Glenview Trust Co History No change 18,200 337 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 18, 2026
Global Assets Advisory, LLC History No change 18,021 337 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 27, 2026
Ascent Group, LLC History No change 18,144 336 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 03, 2026
BETO FINANCIAL GROUP, LLC History No change 17,751 336 0.18% 0.18% 490 0 0.0% Q2 2026 Aug 07, 2026
Advisory Advocates, LLC History No change 18,180 336 0.29% 0.29% 491 0 0.0% Q2 2026 Aug 10, 2026
Virtus Investment Advisers, LLC History No change 18,080 335 0.08% 0.08% 492 0 0.0% Q2 2026 Aug 11, 2026
Kentucky Trust Co History No change 18,106 335 0.16% 0.16% 493 0 0.0% Q2 2026 Jul 10, 2026
Focus Financial Network, Inc. History No change 18,000 333 0.01% 0.01% 494 0 0.0% Q2 2026 Jul 09, 2026
Wealth Alliance Advisory Group, LLC History No change 17,803 329 0.05% 0.05% 495 0 0.0% Q2 2026 Jul 23, 2026
Wealth Quarterback LLC History No change 17,774 329 0.1% 0.1% 496 0 0.0% Q2 2026 Jul 27, 2026
Secure Asset Management, LLC History No change 17,626 326 0.05% 0.05% 497 0 0.0% Q2 2026 Jul 15, 2026
CWS Financial Advisors, LLC History No change 17,638 326 0.07% 0.07% 498 0 0.0% Q2 2026 Jul 30, 2026
Twin Tree Management, LP History No change 17,541 325 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 12, 2026
MISSION WEALTH MANAGEMENT, LP History No change 17,578 325 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 20, 2026
World Investment Advisors History No change 17,937 325 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 17,559 325 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 13, 2026
Advocate Investing Services LLC History No change 17,410 322 0.25% 0.25% 503 0 0.0% Q2 2026 Jul 28, 2026
TT Capital Management LLC History No change 17,200 318 0.25% 0.25% 504 0 0.0% Q2 2026 Aug 04, 2026
CHOREO, LLC History No change 17,014 315 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 04, 2026
XML Financial, LLC History No change 17,019 315 0.02% 0.02% 506 0 0.0% Q2 2026 Jul 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 16,999 314 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 16,911 313 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,779 310 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 28, 2026
Genesis Financial Group, LLC History No change 16,739 310 0.2% 0.2% 510 0 0.0% Q2 2026 Aug 14, 2026
Operose Advisors LLC History No change 16,624 308 0.06% 0.06% 511 0 0.0% Q2 2026 Aug 13, 2026
GENTRY PRIVATE WEALTH, LLC History No change 16,664 308 0.16% 0.16% 512 0 0.0% Q2 2026 Aug 05, 2026
Brevan Howard Capital Management LP History No change 16,614 307 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 16,614 307 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 16,595 307 0.05% 0.05% 515 0 0.0% Q2 2026 Aug 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 16,021 306 0.03% 0.02% 516 -6 -0.04% Q3 2026 Oct 06, 2026
FAS Wealth Partners, Inc. History No change 16,474 305 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 16,465 305 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 28, 2026
Almanack Investment Partners, LLC. History No change 16,381 303 0.04% 0.04% 519 0 0.0% Q2 2026 Jul 30, 2026
Activest Wealth Management History No change 16,317 302 0.06% 0.06% 520 0 0.0% Q2 2026 Jul 16, 2026
REICON WEALTH ADVISORS, LLC History No change 16,264 301 0.19% 0.19% 521 0 0.0% Q2 2026 Jul 29, 2026
Cane Capital Partners, LLC History No change 16,280 301 0.12% 0.12% 522 0 0.0% Q2 2026 Aug 05, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 15,990 296 0.14% 0.14% 523 0 0.0% Q2 2026 Jul 29, 2026
Successful Portfolios LLC History No change 15,787 293 0.14% 0.14% 524 0 0.0% Q2 2026 Jul 14, 2026
TSA Wealth Managment LLC History No change 15,823 293 0.08% 0.08% 525 0 0.0% Q2 2026 Aug 03, 2026
Rayburn West Financial Services LLC History No change 15,775 292 0.16% 0.16% 526 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 15,683 290 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 11, 2026
Sterling Group Wealth Management, LLC History No change 15,463 286 0.12% 0.12% 528 0 0.0% Q2 2026 Aug 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 15,472 286 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 15,395 285 0.01% 0.01% 530 0 0.0% Q2 2026 Jul 17, 2026
Trek Financial, LLC History No change 15,398 285 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 13, 2026
Patriot Financial Group Insurance Agency, LLC History No change 15,223 282 0.03% 0.03% 532 0 0.0% Q2 2026 Jul 16, 2026
SageGuard Financial Group, LLC History No change 15,176 281 0.04% 0.04% 533 0 0.0% Q2 2026 Jul 27, 2026
Visionary Wealth Advisors History No change 15,115 280 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 13, 2026
Merkkuri Wealth Advisors LLC History No change 15,117 280 0.17% 0.17% 535 0 0.0% Q2 2026 Jul 27, 2026
Clearwave Capital, LLC History No change 15,120 280 0.15% 0.15% 536 0 0.0% Q2 2026 Jul 17, 2026
Advisory Solutions Group, LLC History No change 15,125 280 0.1% 0.1% 537 0 0.0% Q2 2026 Jul 29, 2026
Triton Financial Group Inc History No change 15,091 279 0.16% 0.16% 538 0 0.0% Q2 2026 Aug 17, 2026
Sequoia Financial Advisors, LLC History No change 14,996 277 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 17, 2026
Point72 Asset Management, L.P. History No change 14,900 276 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
Firestone Capital Management History No change 14,850 275 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 14,745 273 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 15, 2026
Savant Capital, LLC History No change 14,616 271 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 14,584 270 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 22, 2026
Trivium Point Advisory, LLC History No change 14,581 270 0.02% 0.02% 545 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 14,418 267 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 11, 2026
Values Added Financial LLC History No change 14,295 264 0.1% 0.1% 547 0 0.0% Q2 2026 Jul 27, 2026
ARMISTICE CAPITAL, LLC History No change 14,191 262 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 14,131 261 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 11, 2026
Highlander Partners, L.P. History No change 14,000 259 0.09% 0.09% 550 0 0.0% Q2 2026 Jul 28, 2026
Palliser Capital (UK) Ltd History No change 13,897 257 0.14% 0.14% 551 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 13,848 256 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 13,773 255 0.0% 0.0% 553 0 0.0% Q2 2026 Jul 14, 2026
Calydon Capital History No change 13,725 254 0.04% 0.04% 554 0 0.0% Q2 2026 Aug 14, 2026
Maridea Wealth Management LLC History No change 13,739 254 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 13,638 252 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 13,591 251 0.03% 0.03% 557 0 0.0% Q2 2026 Jul 31, 2026
SPROTT INC. History No change 13,389 248 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 28, 2026
Founders Financial Alliance, LLC History No change 13,392 248 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 04, 2026
FIRST MANHATTAN CO. LLC. History No change 13,351 247 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 13,320 246 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 14, 2026
Worth Asset Management, LLC History Added to 12,829 245 0.07% 0.08% 563 +124 0.98% Q3 2026 Oct 07, 2026
OneDigital Investment Advisors LLC History No change 13,267 245 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 13,522 243 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 13,041 241 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 12,994 240 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 12,998 240 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 13,000 240 0.09% 0.09% 568 0 0.0% Q2 2026 Jul 30, 2026
Reliant Investment Partners, LLC History No change 13,005 240 0.16% 0.16% 569 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 12,942 239 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 05, 2026
O'ROURKE & COMPANY, Inc History No change 12,888 238 0.08% 0.08% 571 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 12,820 237 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 12,825 237 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 14, 2026
Vise Technologies, Inc. History No change 12,843 237 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 10, 2026
Bison Wealth, LLC History No change 12,723 236 0.02% 0.02% 575 0 0.0% Q2 2026 Jul 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 12,700 235 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 14, 2026
Camelot Portfolios, LLC History No change 12,538 232 0.16% 0.16% 577 0 0.0% Q2 2026 Jul 17, 2026
Autumn Glory Partners, LLC History No change 12,535 232 0.07% 0.07% 578 0 0.0% Q2 2026 Aug 03, 2026
Sage Investment Counsel LLC History No change 12,420 230 0.23% 0.23% 579 0 0.0% Q2 2026 Jul 22, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 12,363 229 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 31, 2026
NorthCoast Asset Management LLC History No change 12,235 226 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 12, 2026
Neo Ivy Capital Management History No change 12,198 226 0.05% 0.05% 582 0 0.0% Q2 2026 Aug 14, 2026
CHAPIN DAVIS, INC. History No change 12,052 223 0.04% 0.04% 583 0 0.0% Q2 2026 Jul 07, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 12,082 223 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 03, 2026
Florida Trust Wealth Management Co History No change 12,000 222 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 27, 2026
Pacific Center for Financial Services History No change 11,968 221 0.05% 0.05% 586 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 11,908 220 0.02% 0.02% 587 0 0.0% Q2 2026 Aug 11, 2026
DEARBORN PARTNERS LLC History No change 12,000 216 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 13, 2026
Alpha Omega Wealth Management LLC History No change 11,658 216 0.03% 0.03% 589 0 0.0% Q2 2026 Jul 20, 2026
Wick Capital Partners, LLC History No change 11,700 216 0.03% 0.03% 590 0 0.0% Q2 2026 Aug 14, 2026
Brucke Financial, Inc. History No change 11,673 216 0.1% 0.1% 591 0 0.0% Q2 2026 Jul 21, 2026
PROMETHIUM ADVISORS,LLC History No change 11,586 214 0.1% 0.1% 592 0 0.0% Q2 2026 Aug 05, 2026
Bridgewealth Advisory Group, LLC History No change 11,530 213 0.04% 0.04% 593 0 0.0% Q2 2026 Jul 27, 2026
180 WEALTH ADVISORS, LLC History No change 11,470 212 0.02% 0.02% 594 0 0.0% Q2 2026 Jul 07, 2026
Beaumont Financial Advisors, LLC History No change 11,489 212 0.01% 0.01% 595 0 0.0% Q2 2026 Aug 04, 2026
Stablepoint Partners, LLC History No change 11,431 211 0.03% 0.03% 596 0 0.0% Q2 2026 Jul 09, 2026
HM PAYSON & CO History No change 11,361 210 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 17, 2026
Catalyst Capital Advisors LLC History No change 11,244 208 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 24, 2026
Western Pacific Wealth Management, LP History No change 11,261 208 0.19% 0.19% 599 0 0.0% Q2 2026 Aug 07, 2026
Valeo Financial Advisors, LLC History No change 11,207 207 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 08, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 11,185 207 0.05% 0.05% 601 0 0.0% Q2 2026 Aug 05, 2026
Banco Santander, S.A. History No change 11,070 205 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 29, 2026
Advyzon Investment Management, LLC History No change 11,105 205 0.01% 0.01% 603 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History No change 11,039 204 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 28, 2026
Madison Park Capital Advisors, LLC History No change 3,544 204 0.15% 0.15% 605 0 0.0% Q2 2026 Jul 07, 2026
FIRST CITIZENS BANK & TRUST CO History No change 10,750 199 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 13, 2026
VISTA INVESTMENT MANAGEMENT History No change 10,697 198 0.06% 0.06% 607 0 0.0% Q2 2026 Aug 12, 2026
Sound View Wealth Advisors Group, LLC History No change 10,688 198 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History No change 10,708 198 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 09, 2026
Riverwater Partners LLC History No change 10,712 198 0.06% 0.06% 610 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 10,672 197 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
PENN DAVIS MCFARLAND INC History No change 10,663 197 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,662 197 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 06, 2026
CWA Asset Management Group, LLC History No change 10,660 197 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 14, 2026
Core Wealth Partners LLC History No change 10,678 197 0.08% 0.08% 615 0 0.0% Q2 2026 Jul 17, 2026
True North Advisors, LLC History No change 10,614 196 0.02% 0.02% 616 0 0.0% Q2 2026 Jul 22, 2026
Astoria Portfolio Advisors LLC. History No change 10,591 196 0.03% 0.03% 617 0 0.0% Q2 2026 Jul 28, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 10,544 195 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 17, 2026
North Star Investment Management Corp. History No change 10,500 194 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 28, 2026
M&T BANK CORP History No change 10,444 193 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 04, 2026
B. Riley Wealth Advisors, Inc. History No change 10,479 193 0.01% 0.01% 621 0 0.0% Q2 2026 Jul 14, 2026
Dynamic Advisor Solutions LLC History No change 10,441 193 0.01% 0.01% 622 0 0.0% Q2 2026 Jul 07, 2026
Stonebridge Financial Group, LLC/CA History No change 10,421 193 0.03% 0.03% 623 0 0.0% Q2 2026 Aug 13, 2026
KLCM Advisors, Inc. History No change 10,370 192 0.02% 0.02% 624 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History No change 10,365 192 0.01% 0.01% 625 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 10,363 192 0.01% 0.01% 626 0 0.0% Q2 2026 Jul 24, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 10,400 192 0.1% 0.1% 627 0 0.0% Q2 2026 Jul 20, 2026
PARK AVENUE SECURITIES LLC History No change 10,050 186 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 20, 2026
CAZ INVESTMENTS LP History No change 10,000 185 0.19% 0.19% 629 0 0.0% Q2 2026 Aug 13, 2026
Southeast Asset Advisors, LLC History No change 10,000 185 0.02% 0.02% 630 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 10,000 185 0.04% 0.04% 631 0 0.0% Q2 2026 Jul 22, 2026
Glass Jacobson Investment Advisors llc History No change 9,950 184 0.06% 0.06% 632 0 0.0% Q2 2026 Jul 30, 2026
MCF Advisors LLC History No change 9,839 182 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 9,799 181 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History No change 9,653 178 0.01% 0.01% 635 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 9,467 175 0.03% 0.03% 636 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 8,665 160 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 30, 2026
Westend Capital Management, LLC History No change 8,165 151 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 07, 2026
Hurley Capital, LLC History No change 8,033 148 0.08% 0.08% 639 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 7,547 139 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 6,944 129 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 6,161 114 0.01% 0.01% 642 0 0.0% Q2 2026 Sep 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 6,106 113 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 08, 2026
SG Americas Securities, LLC History No change 5,671 105 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 5,691 105 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 5,625 104 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 16, 2026
Graticule Asia Macro Advisors LLC History No change 5,582 103 0.01% 0.01% 647 0 0.0% Q2 2026 Aug 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 5,500 101 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 04, 2026
Cassaday & Co Wealth Management LLC History No change 5,402 100 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 10, 2026
MARINER INVESTMENT GROUP LLC History No change 200,000 95 0.02% 0.02% 650 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 4,966 92 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 12, 2026
Centennial Bank/AR/ History No change 4,856 89 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 10, 2026
Luken Investment Analytics, LLC History No change 4,600 85 0.03% 0.03% 653 0 0.0% Q2 2026 Jul 28, 2026
Investors Research Corp History No change 4,296 82 0.01% 0.01% 654 0 0.0% Q3 2026 Oct 07, 2026
Westfuller Advisors, LLC History No change 4,380 81 0.03% 0.03% 655 0 0.0% Q2 2026 Jul 29, 2026
Aventura Private Wealth, LLC History No change 4,344 80 0.02% 0.02% 656 0 0.0% Q2 2026 Jul 15, 2026
VSM Wealth Advisory, LLC History No change 4,246 78 0.02% 0.02% 657 0 0.0% Q2 2026 Jul 22, 2026
Physician Wealth Advisors, Inc. History No change 4,190 77 0.01% 0.01% 658 0 0.0% Q2 2026 Jul 20, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 4,055 75 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History No change 4,055 75 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 28, 2026
Highland Investment Advisors LLC History No change 3,693 68 0.03% 0.03% 661 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 3,638 67 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 13, 2026
KERR FINANCIAL PLANNING Corp History No change 3,577 66 0.07% 0.07% 663 0 0.0% Q2 2026 Jul 02, 2026
HUNTINGTON NATIONAL BANK History No change 3,408 63 0.0% 0.0% 664 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 3,430 63 0.01% 0.01% 665 0 0.0% Q2 2026 Jul 22, 2026
Sankala Group LLC History No change 3,185 62 0.04% 0.04% 666 0 0.0% Q2 2026 Aug 18, 2026
Key Capital Management, INC History No change 3,220 59 0.03% 0.03% 667 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF VERMONT History No change 3,125 57 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 07, 2026
1015 Capital Partners, LLC History No change 3,100 57 0.05% 0.05% 669 0 0.0% Q2 2026 Jul 21, 2026
GFS Advisors, LLC History No change 121,000 56 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 04, 2026
Security National Bank History No change 3,041 56 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 3,000 55 0.03% 0.03% 672 0 0.0% Q2 2026 Aug 17, 2026
Frazier Financial Advisors, LLC History No change 2,699 50 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,600 48 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 2,530 46 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 07, 2026
MTM Investment Management, LLC History No change 2,520 46 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 03, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,300 43 0.01% 0.01% 677 0 0.0% Q2 2026 Jul 30, 2026
Estabrook Capital Management History No change 2,350 43 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 2,060 38 0.0% 0.0% 679 0 0.0% Q2 2026 Sep 04, 2026
Oakworth Capital, Inc. History No change 2,063 38 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,000 37 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 20, 2026
WOLFF WIESE MAGANA LLC History No change 2,004 37 0.02% 0.02% 682 0 0.0% Q2 2026 Jul 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,000 37 0.01% 0.01% 683 0 0.0% Q2 2026 Jul 27, 2026
Greykasell Wealth Strategies, Inc. History No change 1,925 35 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 11, 2026
WEBSTER BANK, N. A. History No change 1,822 33 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 20, 2026
Heritage Wealth Advisors History No change 1,800 33 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 14, 2026
Princeton Global Asset Management LLC History No change 1,695 31 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 16, 2026
Rosenberg Matthew Hamilton History No change 1,631 31 0.01% 0.01% 688 0 0.0% Q3 2026 Oct 05, 2026
Smartleaf Asset Management LLC History No change 1,695 31 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 1,628 30 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 1,646 30 0.02% 0.02% 691 0 0.0% Q2 2026 Aug 11, 2026
TOP Private Wealth LLC. History No change 1,671 30 0.03% 0.03% 692 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 1,601 29 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,467 27 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 28, 2026
Nemes Rush Group LLC History No change 1,491 27 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,500 27 0.01% 0.01% 696 0 0.0% Q2 2026 Jul 15, 2026
SWAN Capital LLC History No change 1,402 25 0.01% 0.01% 697 0 0.0% Q2 2026 Aug 13, 2026
Orion Capital Management LLC History No change 1,330 24 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 17, 2026
Burk Holdings LLC History No change 1,319 24 0.01% 0.01% 699 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,258 23 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 1,242 23 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History No change 1,217 22 0.02% 0.02% 702 0 0.0% Q2 2026 Jul 24, 2026
Bullock Wealth Management Group History No change 1,202 22 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 19, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,150 21 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 1,171 21 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 07, 2026
Financial Management Professionals, Inc. History No change 1,136 21 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 09, 2026
Allied Private Wealth LLC History No change 1,186 21 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 09, 2026
CITY HOLDING CO History No change 1,125 20 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 10, 2026
Smithfield Trust Co History No change 1,100 20 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 1,100 20 0.01% 0.01% 710 0 0.0% Q2 2026 Jul 28, 2026
Founders Capital Management History No change 1,110 20 0.01% 0.01% 711 0 0.0% Q2 2026 Jul 21, 2026
Salomon & Ludwin, LLC History No change 1,120 20 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 1,106 20 0.0% 0.0% 713 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 1,129 20 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 1,000 18 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 1,000 18 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 06, 2026
Community Bank, N.A. History No change 1,000 18 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital Management LLC (WY) History No change 1,000 18 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 06, 2026
Osbon Capital Management LLC History No change 1,014 18 0.01% 0.01% 719 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 988 18 0.0% 0.0% 720 0 0.0% Q2 2026 Jul 24, 2026
Ascentis Independent Advisors History No change 1,009 18 0.05% 0.05% 721 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 958 17 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 962 17 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
LifeSteps Financial, Inc. History No change 850 15 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 17, 2026
Colonial Trust Co / SC History No change 858 15 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
CGC Financial Services, LLC History No change 807 14 0.0% 0.0% 726 0 0.0% Q2 2026 Jul 13, 2026
Curat Global, LLC History No change 763 14 0.01% 0.01% 727 0 0.0% Q2 2026 Jul 22, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 700 13 0.0% 0.01% 730 -3,824 -84.53% Q3 2026 Oct 07, 2026
LANARK FINANCIAL, INC. History No change 728 13 0.0% 0.0% 728 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 719 13 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 07, 2026
DT Investment Partners, LLC History No change 689 12 0.0% 0.0% 731 0 0.0% Q2 2026 Jul 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 663 12 0.0% 0.0% 732 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 650 12 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 06, 2026
Bernard Wealth Management Corp. History No change 700 12 0.0% 0.0% 734 0 0.0% Q2 2026 Aug 21, 2026
Ares Financial Consulting, LLC History No change 682 12 0.01% 0.01% 735 0 0.0% Q2 2026 Jul 09, 2026
SUMMIT SECURITIES GROUP LLC History No change 600 11 0.0% 0.0% 736 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 613 11 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 10, 2026
Noble Wealth Management PBC History No change 600 11 0.0% 0.0% 738 0 0.0% Q3 2026 Oct 01, 2026
Vision Retirement, LLC History No change 638 11 0.0% 0.0% 739 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 571 10 0.0% 0.0% 740 0 0.0% Q2 2026 Jul 23, 2026
Fairway Wealth LLC History No change 580 10 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 24, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 502 9 0.0% 0.0% 742 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 529 9 0.0% 0.0% 743 0 0.0% Q2 2026 Jul 20, 2026
LRI Investments, LLC History No change 535 9 0.0% 0.0% 744 0 0.0% Q2 2026 Jul 14, 2026
FIL Ltd History No change 456 8 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History No change 459 8 0.0% 0.0% 746 0 0.0% Q3 2026 Oct 05, 2026
Vermillion Wealth Management, Inc. History No change 458 8 0.0% 0.0% 747 0 0.0% Q2 2026 Jul 15, 2026
Archer Investment Corp History No change 435 8 0.0% 0.0% 748 0 0.0% Q2 2026 Aug 03, 2026
Sunrise Financial Services, LLC History No change 482 8 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 391 7 0.0% 0.0% 750 0 0.0% Q2 2026 Aug 13, 2026
FINANCIAL CONSULATE, INC History No change 403 7 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 400 7 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 333 6 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 270 5 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 18, 2026
Field & Main Bank History No change 322 5 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 19, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 300 5 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
West Branch Capital LLC History No change 274 5 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 10, 2026
Evolution Advisers, Inc. History No change 318 5 0.0% 0.0% 758 0 0.0% Q2 2026 Jul 31, 2026
Napier Financial, LLC History No change 300 5 0.0% 0.0% 759 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 312 5 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 220 4 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 269 4 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 219 4 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 10, 2026
Cape Investment Advisory, Inc. History No change 250 4 0.0% 0.0% 764 0 0.0% Q2 2026 Jul 23, 2026
DiNuzzo Private Wealth, Inc. History No change 230 4 0.0% 0.0% 765 0 0.0% Q2 2026 Jul 10, 2026
Forum Finance Group S.A. History No change 250 4 0.0% 0.0% 766 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 210 3 0.0% 0.0% 767 0 0.0% Q2 2026 Jul 07, 2026
Darwin Wealth Management, LLC History No change 188 3 0.0% 0.0% 768 0 0.0% Q2 2026 Jul 21, 2026
Costello Asset Management, INC History No change 190 3 0.0% 0.0% 769 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 200 3 0.0% 0.0% 770 0 0.0% Q2 2026 Jul 31, 2026
Fortis Group Advisors, LLC History No change 192 3 0.0% 0.0% 771 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 173 3 0.0% 0.0% 772 0 0.0% Q2 2026 Jul 30, 2026
Bruce G. Allen Investments, LLC History No change 200 3 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 31, 2026
Hilltop National Bank History No change 200 3 0.0% 0.0% 774 0 0.0% Q2 2026 Jul 01, 2026
Ankerstar Wealth, LLC History No change 213 3 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 215 3 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 27, 2026
COUNTRY TRUST BANK History No change 149 2 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 15, 2026
JNBA Financial Advisors History No change 158 2 0.0% 0.0% 778 0 0.0% Q2 2026 Jul 23, 2026
Elevated Capital Advisors, LLC History No change 131 2 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 03, 2026
Covestor Ltd History No change 90 2 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 07, 2026
United Financial Planning Group LLC History No change 155 2 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 110 2 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 95 1 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Advisors History No change 105 1 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 11, 2026
RMG Wealth Management LLC History No change 57 1 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 13, 2026
Mountain Hill Investment Partners Corp. History No change 58 1 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 16, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.0% — -14,884 -100.0% Q3 2026 Oct 05, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 48 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 35 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Pflug Koory, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
IFS Advisors, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History No change 49 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Sachetta, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
REAP Financial Group, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Boreal Capital Management LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 51 0 — — — 0 0.0% Q2 2026 Aug 10, 2026