ARROW FINANCIAL CORP - AROW
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARROW FINANCIAL CORP | History | Reduced | 1,833,064 | 67,548 | 6.16% | 6.83% | 1 | -26,899 | -1.45% | Q3 2026 | Oct 26, 2026 |
| BlackRock, Inc. | History | No change | 1,399,785 | 57,377 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 731,020 | 26,938 | 0.0% | 0.01% | 3 | +5,528 | 0.76% | Q3 2026 | Nov 04, 2026 |
| Rhino Investment Partners, Inc | History | No change | 847,563 | 26,079 | 7.89% | 7.89% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 623,719 | 25,566 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 490,098 | 20,089 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 432,990 | 17,748 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 409,589 | 16,792 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 345,161 | 14,140 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 224,482 | 9,201 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 189,939 | 7,785 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 186,721 | 7,653 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 149,239 | 6,117 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 144,861 | 5,937 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 141,937 | 5,817 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 136,862 | 5,609 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 125,799 | 5,156 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 121,870 | 4,995 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120,712 | 4,948 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 116,804 | 4,787 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,248 | 4,068 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 96,076 | 3,938 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 89,370 | 3,663 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 82,267 | 3,372 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 75,510 | 3,095 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 65,192 | 2,672 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 64,794 | 2,655 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 62,192 | 2,549 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,188 | 2,426 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 55,668 | 2,282 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 52,908 | 2,168 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 50,718 | 2,078 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 54,365 | 2,003 | 0.07% | 0.08% | 33 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quantinno Capital Management LP | History | No change | 41,833 | 1,714 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 35,260 | 1,445 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,929 | 1,308 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 31,124 | 1,275 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 30,157 | 1,236 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 28,217 | 1,156 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forty-three Eighteen Advisors, LLC | History | No change | 26,826 | 1,099 | 0.74% | 0.74% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 25,106 | 1,029 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 24,396 | 999 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 25,016 | 921 | 0.01% | 0.01% | 43 | +17 | 0.07% | Q3 2026 | Oct 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 24,951 | 919 | 0.01% | 0.01% | 44 | +480 | 1.96% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 24,635 | 907 | 0.0% | 0.0% | 45 | +2,532 | 11.46% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,853 | 854 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 22,525 | 830 | 0.46% | 0.61% | 47 | -5,049 | -18.31% | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | No change | 20,067 | 822 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legato Capital Management LLC | History | No change | 19,976 | 818 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 18,838 | 772 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,660 | 761 | 0.0% | 0.0% | 51 | -264 | -1.26% | Q3 2026 | Nov 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 22,083 | 741 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 16,986 | 696 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 16,566 | 679 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 16,031 | 657 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,799 | 647 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 16,854 | 621 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,045 | 575 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,825 | 567 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 13,149 | 538 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMP, INC. | History | No change | 14,237 | 524 | 0.4% | 0.47% | 61 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 12,328 | 505 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,209 | 500 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,764 | 441 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 10,766 | 441 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 10,600 | 434 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,604 | 434 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,861 | 404 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,798 | 401 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 9,596 | 393 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,141 | 374 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,991 | 368 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 9,708 | 357 | 0.0% | 0.0% | 73 | -4,912 | -33.6% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,702 | 356 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | No change | 8,555 | 351 | 0.34% | 0.34% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 9,510 | 350 | 0.03% | 0.03% | 76 | -800 | -7.76% | Q3 2026 | Oct 22, 2026 |
| Odyssean, LLC | History | No change | 8,542 | 350 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 7,937 | 325 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,769 | 319 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,571 | 310 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 7,489 | 306 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 7,253 | 297 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,651 | 272 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,588 | 270 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SG Americas Securities, LLC | History | No change | 5,889 | 241 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 5,826 | 238 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| King Wealth Management Group | History | No change | 5,718 | 234 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 5,664 | 232 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,610 | 229 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,452 | 223 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 6,000 | 221 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LPL Financial LLC | History | No change | 5,302 | 217 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,226 | 214 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,136 | 210 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,025 | 205 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,957 | 203 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,920 | 201 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,600 | 188 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,905 | 180 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,978 | 122 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,595 | 106 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 2,818 | 103 | 0.03% | 0.03% | 102 | +362 | 14.74% | Q3 2026 | Oct 14, 2026 |
| Legal & General Group Plc | History | No change | 1,604 | 65 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,745 | 64 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,507 | 62 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,323 | 54 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | No change | 1,458 | 53 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,288 | 52 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,343 | 49 | 0.01% | 0.01% | 109 | +11 | 0.83% | Q3 2026 | Oct 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,159 | 42 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 821 | 33 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 708 | 29 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 675 | 24 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 585 | 23 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 529 | 19 | 0.0% | 0.0% | 115 | +3 | 0.57% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 415 | 15 | 0.0% | 0.0% | 116 | -56 | -11.89% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 358 | 14 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 320 | 13 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 298 | 12 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 319 | 11 | 0.0% | 0.0% | 120 | -12 | -3.63% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 298 | 10 | 0.0% | 0.0% | 121 | -39 | -11.57% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 226 | 9 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 226 | 8 | 0.0% | 0.0% | 123 | +147 | 186.08% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 166 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 163 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 156 | 5 | 0.0% | — | 126 | +132 | 550.0% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 118 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 86 | 3 | 0.0% | — | 129 | +86 | New | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 54 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 64 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 55 | 2 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 49 | 1 | 0.0% | — | 137 | +48 | 4800.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 36 | 1 | 0.0% | — | 140 | +36 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | New | 32 | 1 | 0.0% | — | 139 | +32 | New | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | No change | 40 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 38 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,446 | -100.0% | Q3 2026 | Nov 02, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,739 | -100.0% | Q3 2026 | Nov 03, 2026 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,161 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |