ARROWHEAD PHARMACEUTICALS, INC. - ARWR

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
BlackRock, Inc. History No change 14,830,553 1,208,838 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
Avoro Capital Advisors LLC History No change 11,355,555 925,591 8.31% 8.31% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 8,039,804 655,324 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,351,355 517,698 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,110,953 498,103 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 5,694,640 464,170 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
NORGES BANK History No change 3,896,536 317,606 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 3,883,976 316,582 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,530,612 298,813 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 12, 2026
FRED ALGER MANAGEMENT, LLC History No change 3,301,919 269,139 0.9% 0.9% 10 0 0.0% Q2 2026 Aug 14, 2026
BAKER BROS. ADVISORS LP History No change 1,992,783 162,431 0.81% 0.81% 11 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,888,673 153,945 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Siren, L.L.C. History No change 1,715,476 139,828 2.83% 2.83% 13 0 0.0% Q2 2026 Aug 13, 2026
Vestal Point Capital, LP History No change 1,575,000 128,378 3.0% 3.0% 14 0 0.0% Q2 2026 Aug 14, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 1,389,055 113,221 1.18% 1.18% 15 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 1,352,918 110,276 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 11, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 1,350,556 110,083 0.64% 0.64% 17 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 1,221,596 99,622 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,192,868 97,230 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,181,608 96,310 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 1,150,007 93,737 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,139,810 92,905 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
Hood River Capital Management LLC History No change 1,120,747 91,352 0.66% 0.66% 23 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 1,106,177 90,164 0.2% 0.2% 24 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,084,835 88,425 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 964,479 78,614 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 957,691 78,061 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 923,927 75,309 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 896,738 73,093 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 861,520 70,222 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 859,538 70,060 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 853,360 69,558 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 830,247 67,673 1.19% 1.19% 33 0 0.0% Q2 2026 Aug 14, 2026
Western Financial Corp/CA History No change 820,239 53,684 17.87% 19.58% 34 0 0.0% Q3 2026 Oct 14, 2026
JPMORGAN CHASE & CO History No change 637,399 51,770 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 625,569 50,990 0.1% 0.1% 36 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 580,609 47,325 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 573,419 46,708 0.04% 0.04% 38 0 0.0% Q2 2026 Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 558,643 45,534 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 13, 2026
LORD, ABBETT & CO. LLC History No change 540,466 44,053 0.13% 0.13% 40 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 538,500 43,893 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 529,055 43,122 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 514,658 41,949 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 483,495 39,409 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 470,754 38,371 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 468,921 38,221 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 462,133 37,668 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 433,005 35,294 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 431,560 35,176 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 415,883 33,898 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 407,537 33,218 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 374,897 30,557 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 11, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 370,000 30,158 0.4% 0.4% 53 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 364,211 29,687 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 330,078 26,904 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 326,000 26,572 0.0% 0.0% 56 0 0.0% Q2 2026 Sep 02, 2026
Caption Management, LLC History No change 321,800 26,229 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 310,761 25,330 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 07, 2026
Artisan Partners Limited Partnership History No change 310,706 25,325 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 305,031 24,863 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 300,619 24,504 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 284,175 23,560 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 284,096 23,156 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 256,314 20,892 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 255,907 20,858 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 254,228 20,722 0.0% 0.0% 66 0 0.0% Q2 2026 Sep 23, 2026
Aberdeen Group plc History No change 251,968 20,537 0.03% 0.03% 67 0 0.0% Q2 2026 Jul 31, 2026
Swiss National Bank History No change 238,900 19,472 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 237,216 19,335 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Privium Fund Management B.V. History No change 234,222 19,091 3.51% 3.51% 70 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 218,133 17,780 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
Life Cycle Investment Partners Ltd History No change 209,068 17,041 0.08% 0.08% 72 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 203,800 16,764 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 201,927 16,459 0.02% 0.02% 74 0 0.0% Q2 2026 Jul 08, 2026
Woodline Partners LP History No change 200,184 16,316 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 14, 2026
Integral Health Asset Management, LLC History No change 200,000 16,302 0.64% 0.64% 76 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 198,842 15,823 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 191,432 15,603 0.15% 0.15% 78 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 170,131 13,867 0.15% 0.15% 79 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 169,913 13,849 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 171,232 13,784 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 13, 2026
SEB Asset Management AB History No change 158,205 12,895 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 04, 2026
Clearbridge Investments, LLC History No change 157,110 12,806 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 155,908 12,708 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Affinity Asset Advisors, LLC History No change 150,000 12,226 0.55% 0.55% 85 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 149,240 12,164 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
WEALTH EFFECTS LLC History No change 147,300 12,006 3.24% 3.24% 87 0 0.0% Q2 2026 Aug 06, 2026
Retirement Systems of Alabama History No change 145,687 11,874 0.04% 0.04% 88 0 0.0% Q2 2026 Jul 28, 2026
TORONTO DOMINION BANK History No change 144,928 11,813 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 140,394 11,443 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 139,826 11,397 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 24, 2026
Ikarian Capital, LLC History No change 138,278 11,271 1.21% 1.21% 92 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 134,014 10,923 0.11% 0.11% 93 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 133,805 10,906 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 173,265 10,863 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
PFM Health Sciences, LP History No change 131,667 10,732 0.92% 0.92% 96 0 0.0% Q2 2026 Aug 14, 2026
Tetragon Partners GP Ltd History No change 130,484 10,635 1.67% 1.67% 97 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 128,789 10,497 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Rhenman & Partners Asset Management AB History No change 128,000 10,433 0.98% 0.98% 99 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 119,102 9,708 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Catalyst Funds Management Pty Ltd History No change 117,600 9,585 0.54% 0.54% 101 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 116,948 9,532 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 23, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 116,393 9,487 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 111,955 9,125 0.01% 0.01% 104 0 0.0% Q2 2026 Sep 09, 2026
VAN ECK ASSOCIATES CORP History No change 111,500 9,088 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
ACT CAPITAL MANAGEMENT, LLC History No change 110,100 8,974 5.86% 5.86% 106 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 108,041 8,806 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 104,322 8,503 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 103,616 8,445 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 100,717 8,209 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 100,290 8,174 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 98,467 8,026 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
Dorsey Wright & Associates History No change 97,466 7,944 1.35% 1.35% 113 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 95,515 7,785 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 29, 2026
KEYSTONE INVESTORS PTE LTD History No change 94,661 7,715 0.41% 0.41% 115 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 89,365 7,284 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 86,776 7,073 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 85,710 6,986 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History No change 84,100 6,854 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 06, 2026
CANADA LIFE ASSURANCE Co History No change 82,488 6,723 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 79,140 6,451 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 77,403 6,309 0.53% 0.53% 122 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 75,353 6,142 0.0% 0.0% 123 0 0.0% Q2 2026 Sep 02, 2026
Pinion Investment Advisors, LLC History No change 75,000 6,113 1.16% 1.16% 124 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 74,400 6,064 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 73,294 5,974 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 72,502 5,909 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Erste Asset Management GmbH History No change 73,000 5,876 0.05% 0.05% 128 0 0.0% Q2 2026 Jul 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 71,181 5,801 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 71,062 5,792 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 70,842 5,774 0.08% 0.08% 131 0 0.0% Q2 2026 Aug 14, 2026
ADAR1 Capital Management, LLC History No change 69,800 5,689 0.26% 0.26% 132 0 0.0% Q2 2026 Aug 14, 2026
Orion Investment Co History No change 65,831 5,365 1.57% 1.57% 133 0 0.0% Q2 2026 Aug 11, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 64,752 5,277 1.3% 1.3% 134 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 64,447 5,253 0.04% 0.04% 135 0 0.0% Q2 2026 Jul 23, 2026
Jain Global LLC History No change 61,895 5,045 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 61,098 4,980 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 61,104 4,980 0.04% 0.04% 138 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 60,957 4,969 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 60,466 4,924 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
Ghisallo Capital Management LLC History No change 60,000 4,890 0.1% 0.1% 141 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 58,923 4,802 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 58,722 4,786 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 57,530 4,689 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 55,170 4,496 0.01% 0.01% 145 0 0.0% Q2 2026 Jul 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 53,725 4,379 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 52,344 4,267 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 50,315 4,101 0.19% 0.19% 148 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 50,081 4,082 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Cormorant Asset Management, LP History No change 50,000 4,075 0.21% 0.21% 150 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 46,565 3,795 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 44,756 3,648 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 44,360 3,615 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 11, 2026
Shay Capital LLC History No change 44,000 3,586 0.23% 0.23% 154 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 43,350 3,533 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 25, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 43,261 3,526 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 42,800 3,489 0.01% 0.01% 157 0 0.0% Q2 2026 Jul 10, 2026
Allspring Global Investments Holdings, LLC History No change 43,243 3,478 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 41,246 3,361 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 41,200 3,358 0.05% 0.05% 160 0 0.0% Q2 2026 Jul 21, 2026
Y-Intercept (Hong Kong) Ltd History No change 40,231 3,279 0.06% 0.06% 161 0 0.0% Q2 2026 Jul 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 40,203 3,276 0.04% 0.04% 162 0 0.0% Q2 2026 Jul 16, 2026
Point72 Asset Management, L.P. History No change 39,900 3,252 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 39,489 3,218 0.1% 0.1% 164 0 0.0% Q2 2026 Aug 11, 2026
STEMPOINT CAPITAL LP History No change 39,198 3,195 0.55% 0.55% 165 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 38,507 3,138 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 17, 2026
State of New Jersey Common Pension Fund D History No change 38,486 3,136 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 04, 2026
ALGERT GLOBAL LLC History No change 38,340 3,125 0.04% 0.04% 168 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 38,226 3,115 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 38,135 3,108 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 11, 2026
M28 Capital Management LP History No change 36,851 3,003 6.37% 6.37% 171 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (HK) LTD History No change 36,800 2,999 0.15% 0.15% 172 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 36,495 2,974 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 35,780 2,916 0.06% 0.06% 174 0 0.0% Q2 2026 Jul 31, 2026
PANAGORA ASSET MANAGEMENT INC History No change 35,103 2,861 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 34,537 2,815 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 33,721 2,748 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 17, 2026
Alpine Global Management, LLC History No change 33,339 2,717 0.44% 0.44% 178 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 32,900 2,681 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 30, 2026
Arizona State Retirement System History No change 32,843 2,677 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 07, 2026
Exome Asset Management LLC History No change 32,214 2,625 1.62% 1.62% 181 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 32,200 2,624 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
OAK RIDGE INVESTMENTS LLC History No change 31,910 2,600 0.15% 0.15% 183 0 0.0% Q2 2026 Jul 21, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 31,685 2,582 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 31,279 2,550 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 30,828 2,512 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 30,534 2,488 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 30,510 2,486 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 30,352 2,473 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 27, 2026
BANK OF HAWAII History No change 29,276 2,386 0.12% 0.12% 190 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 29,241 2,383 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 29,155 2,376 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 29,000 2,364 0.06% 0.06% 193 0 0.0% Q2 2026 Jul 29, 2026
Ensign Peak Advisors, Inc History No change 28,714 2,340 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 28,590 2,330 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
Mediolanum International Funds Ltd History No change 28,940 2,329 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS ADVISORS, LLC History No change 27,872 2,271 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 26,920 2,194 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 04, 2026
DekaBank Deutsche Girozentrale History No change 37,844 2,173 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 05, 2026
B. Metzler seel. Sohn & Co. AG History No change 26,338 2,146 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 11, 2026
Washington Trust Advisors, Inc. History No change 26,185 2,134 0.16% 0.16% 201 0 0.0% Q2 2026 Jul 29, 2026
SBI Okasan Asset Management Co.Ltd. History No change 26,300 2,117 0.07% 0.07% 202 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Investment Partners, Inc. History No change 25,923 2,112 0.06% 0.06% 203 0 0.0% Q2 2026 Aug 13, 2026
Hudson Bay Capital Management LP History No change 25,620 2,088 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 25,623 2,088 0.14% 0.14% 205 0 0.0% Q2 2026 Aug 11, 2026
EDGEWOOD MANAGEMENT LLC History No change 25,000 2,037 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History No change 24,473 1,994 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 23,464 1,912 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 13, 2026
Pine Valley Investments Ltd Liability Co History No change 23,248 1,894 0.07% 0.07% 209 0 0.0% Q2 2026 Jul 24, 2026
Pacer Advisors, Inc. History No change 22,957 1,871 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History No change 22,417 1,827 0.11% 0.11% 211 0 0.0% Q2 2026 Jul 24, 2026
BANK OF MONTREAL /CAN/ History No change 22,186 1,808 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
PROFUND ADVISORS LLC History No change 22,190 1,808 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 11, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 21,000 1,711 0.39% 0.39% 214 0 0.0% Q2 2026 Aug 03, 2026
Sanctuary Advisors, LLC History No change 20,830 1,697 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History No change 20,612 1,680 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 31, 2026
LMR Partners LLP History No change 20,123 1,640 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History No change 19,728 1,608 0.08% 0.08% 218 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 19,109 1,558 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
Voleon Capital Management LP History No change 18,618 1,517 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 18,578 1,514 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 18,449 1,503 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 18,363 1,496 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 17,859 1,455 0.04% 0.04% 224 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 17,801 1,450 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 17,371 1,415 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 16,991 1,384 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 16,688 1,360 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 21,692 1,317 0.0% 0.0% 229 +3 0.01% Q3 2026 Oct 13, 2026
Corient Private Wealth LP History No change 15,769 1,285 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 27, 2026
Virtus Investment Advisers, LLC History No change 15,605 1,271 0.3% 0.3% 231 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Investment Advisors, LLC History No change 15,336 1,250 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 05, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 15,089 1,229 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 15,000 1,222 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 14,755 1,202 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 28, 2026
Evolutionary Tree Capital Management, LLC History No change 14,368 1,171 2.21% 2.21% 236 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 14,336 1,168 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,208 1,158 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 10, 2026
MYECFO, LLC History No change 17,497 1,145 0.43% 0.54% 239 0 0.0% Q3 2026 Oct 14, 2026
Trexquant Investment LP History No change 13,952 1,137 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 13,897 1,132 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 13,802 1,125 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 20, 2026
Amundi History No change 13,650 1,112 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 13,211 1,076 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 13,199 1,075 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 13,126 1,069 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 11, 2026
JUPITER ASSET MANAGEMENT LTD History No change 12,989 1,058 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 10, 2026
Harvest Investment Services, LLC History No change 12,946 1,055 0.16% 0.16% 248 0 0.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History No change 12,667 1,032 0.22% 0.22% 249 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 12,458 1,015 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Wealth Architects, LLC History No change 12,249 998 0.08% 0.08% 251 0 0.0% Q2 2026 Jul 23, 2026
CAPTRUST FINANCIAL ADVISORS History No change 11,960 974 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 11,374 927 0.06% 0.06% 253 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 11,370 926 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 11,256 917 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 11,018 898 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 10,831 882 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 10,813 881 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
DDFG, Inc History No change 10,728 874 0.17% 0.17% 259 0 0.0% Q2 2026 Jul 28, 2026
W1M Asset Management Ltd History No change 10,700 872 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 10,434 850 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 11, 2026
Beaumont Financial Advisors, LLC History No change 10,242 834 0.05% 0.05% 262 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History No change 9,937 809 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Added to 12,147 795 0.01% 0.01% 264 +59 0.49% Q3 2026 Oct 08, 2026
WINTON GROUP Ltd History No change 9,630 784 0.03% 0.03% 265 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 9,573 780 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 20, 2026
VestGen Investment Management History No change 9,530 776 0.41% 0.41% 267 0 0.0% Q2 2026 Jul 31, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,423 774 0.03% 0.03% 268 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,450 770 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
VIRTUS ADVISERS, LLC History No change 9,249 753 0.29% 0.29% 270 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 11,455 749 0.01% 0.02% 271 -2,955 -20.51% Q3 2026 Oct 13, 2026
Schonfeld Strategic Advisors LLC History No change 9,187 748 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 9,141 745 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History No change 9,120 743 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 8,868 722 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 16, 2026
BENJAMIN EDWARDS INC History No change 8,841 720 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Capital Wealth Advisors History No change 8,785 716 0.49% 0.49% 277 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,933 704 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 8,620 702 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Diametric Capital, LP History No change 8,519 694 0.07% 0.07% 280 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 8,458 689 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 03, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 8,332 679 0.04% 0.04% 282 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 8,325 678 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History No change 8,329 678 0.12% 0.12% 284 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 8,297 676 0.0% 0.0% 285 0 0.0% Q2 2026 Sep 08, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 8,252 672 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History No change 8,139 663 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 8,050 656 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 03, 2026
Keystone Financial Group History No change 8,000 652 0.04% 0.04% 289 0 0.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,952 648 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 07, 2026
Swiss Life Asset Management Ltd History No change 7,815 637 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 29, 2026
SAX WEALTH ADVISORS, LLC History New 9,539 624 0.02% — 292 +9,539 New Q3 2026 Oct 13, 2026
Lighthouse Investment Partners, LLC History No change 7,500 611 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 7,403 603 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 30, 2026
SUMMITRY LLC History No change 7,183 585 0.02% 0.02% 295 0 0.0% Q2 2026 Jul 21, 2026
Utah Retirement Systems History No change 7,047 574 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 7,016 571 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 06, 2026
IvyRock Asset Management (HK) Ltd History No change 7,000 570 0.32% 0.32% 298 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 6,696 545 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 6,612 538 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 04, 2026
Mirae Asset Global Investments Co., Ltd. History No change 6,300 513 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 6,289 512 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 04, 2026
Brown Miller Wealth Management, LLC History No change 6,269 510 0.13% 0.13% 303 0 0.0% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 6,269 510 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 28, 2026
Parkway Wealth Management Group, LLC History No change 6,235 508 0.06% 0.06% 305 0 0.0% Q2 2026 Jul 27, 2026
iA Global Asset Management Inc. History No change 6,130 500 0.01% 0.01% 306 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,047 492 0.01% 0.01% 307 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 5,984 487 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 19, 2026
E Fund Management Co., Ltd. History No change 5,841 476 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 10, 2026
MML INVESTORS SERVICES, LLC History No change 5,747 468 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 5,679 462 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 10, 2026
Qsemble Capital Management, LP History No change 5,639 459 0.06% 0.06% 312 0 0.0% Q2 2026 Aug 03, 2026
DnB Asset Management AS History No change 5,560 453 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 5,498 448 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 5,500 448 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 03, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 5,427 442 0.1% 0.1% 316 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 5,298 431 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
TEMA ETFS LLC History No change 5,263 428 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 10, 2026
Blackstone Inc. History No change 5,159 420 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 5,138 418 0.1% 0.1% 320 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 5,111 416 0.02% 0.02% 321 0 0.0% Q2 2026 Jul 22, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 5,016 408 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 30, 2026
Jefferies Financial Group Inc. History No change 4,994 407 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 17, 2026
DLD Asset Management, LP History No change 5,000 407 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 12, 2026
OP Asset Management Ltd History No change 4,914 400 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 28, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,890 398 0.07% 0.07% 326 0 0.0% Q2 2026 Aug 04, 2026
Blueshift Asset Management, LLC History No change 4,819 392 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,810 392 0.0% 0.0% 328 0 0.0% Q2 2026 Sep 23, 2026
Ausdal Financial Partners, Inc. History No change 4,725 385 0.02% 0.02% 329 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4,692 382 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 4,669 380 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 4,654 379 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 10, 2026
AlphaGrep UK Ltd History No change 4,599 374 0.11% 0.11% 333 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 4,581 373 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 14, 2026
111 Capital History No change 4,587 373 0.06% 0.06% 335 0 0.0% Q2 2026 Aug 04, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 4,526 368 0.07% 0.07% 336 0 0.0% Q2 2026 Aug 06, 2026
Nykredit A/S History No change 4,500 366 0.0% 0.0% 337 0 0.0% Q2 2026 Sep 08, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 4,483 365 0.02% 0.02% 338 0 0.0% Q2 2026 Aug 04, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,460 363 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 4,331 353 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 03, 2026
Linden Thomas Advisory Services, LLC History No change 4,292 349 0.03% 0.03% 341 0 0.0% Q2 2026 Jul 16, 2026
State of Wyoming History No change 4,175 340 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 06, 2026
Fifth Third Wealth Advisors LLC History No change 4,181 340 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 17, 2026
Wealth Quarterback LLC History No change 4,148 338 0.1% 0.1% 344 0 0.0% Q2 2026 Jul 27, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,000 326 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,011 326 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 17, 2026
Elgethun Capital Management History No change 4,007 326 0.05% 0.05% 347 0 0.0% Q2 2026 Jul 29, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,978 324 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
North Dakota State Investment Board History No change 3,980 324 0.01% 0.01% 349 0 0.0% Q2 2026 Aug 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,972 323 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 13, 2026
Laurion Capital Management LP History No change 3,929 320 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 3,920 319 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 3,794 309 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 3,773 308 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 05, 2026
Financial Enhancement Group LLC History Reduced 4,900 301 0.03% 0.05% 355 -600 -10.91% Q3 2026 Oct 08, 2026
Walleye Trading LLC History No change 3,675 299 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 03, 2026
GAMMA Investing LLC History Added to 4,542 297 0.01% 0.01% 357 +663 17.09% Q3 2026 Oct 08, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 4,519 295 0.0% 0.0% 358 +751 19.93% Q3 2026 Oct 13, 2026
Sequoia Financial Advisors, LLC History No change 3,629 295 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 17, 2026
Marex Group Ltd History No change 3,618 294 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 3,585 292 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 12, 2026
Goldstein Advisors, LLC History No change 3,566 290 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 20, 2026
Garden State Investment Advisory Services LLC History No change 3,478 283 0.05% 0.05% 363 0 0.0% Q2 2026 Aug 11, 2026
CREDIT AGRICOLE S A History No change 3,465 282 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 3,419 278 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 3,408 277 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History No change 3,311 269 0.25% 0.25% 367 0 0.0% Q2 2026 Aug 05, 2026
Bayesian Capital Management, LP History No change 3,300 268 0.17% 0.17% 368 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 3,270 266 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 07, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 3,231 263 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 4,010 261 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 3,128 254 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 05, 2026
Global Assets Advisory, LLC History No change 3,148 254 0.06% 0.06% 373 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 3,081 251 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 3,022 246 0.07% 0.07% 375 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 2,985 243 0.0% 0.0% 376 0 0.0% Q2 2026 Jul 27, 2026
GF FUND MANAGEMENT CO. LTD. History No change 2,965 241 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 2,946 240 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 2,942 239 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 10, 2026
STRS OHIO History No change 2,848 232 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 30, 2026
STRATEGY ASSET MANAGERS LLC History Added to 3,283 214 0.03% 0.04% 381 +108 3.4% Q3 2026 Oct 14, 2026
Headlands Technologies LLC History No change 2,595 211 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Private Wealth, LLC History No change 2,600 211 0.13% 0.13% 383 0 0.0% Q2 2026 Aug 11, 2026
PSP Research LLC History No change 2,600 211 0.11% 0.11% 384 0 0.0% Q2 2026 Jul 09, 2026
&PARTNERS History No change 2,531 206 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 2,520 205 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 28, 2026
PEAK6 LLC History No change 2,500 203 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 2,494 203 0.06% 0.06% 388 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 2,496 203 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 27, 2026
PFG Investments, LLC History No change 2,470 201 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 23, 2026
Penserra Capital Management LLC History No change 2,431 198 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 2,250 183 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 30, 2026
Vestcor Inc History No change 2,234 182 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,000 179 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 2,186 178 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 14, 2026
Parallel Advisors, LLC History No change 2,107 171 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 05, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,085 169 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 2,068 168 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History No change 1,925 156 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 22, 2026
Inspire Investing, LLC History No change 1,903 155 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 12, 2026
Eurizon Capital SGR S.p.A. History No change 1,890 152 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 29, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,842 150 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 1,774 145 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 17, 2026
Horizon Investments, LLC History No change 1,595 130 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 1,499 122 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 1,486 119 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 1,453 118 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 10, 2026
Benson Wealth Management INC History No change 1,455 118 0.12% 0.12% 408 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 1,300 105 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 12, 2026
PALLADIEM, LLC History No change 1,210 98 0.1% 0.1% 410 0 0.0% Q2 2026 Aug 13, 2026
Bellevue Group AG History No change 1,191 97 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History No change 1,088 88 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 20, 2026
SUMMIT SECURITIES GROUP LLC History No change 971 79 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 03, 2026
WPG Advisers, LLC History No change 980 79 0.05% 0.05% 414 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 801 65 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 980 64 0.0% 0.01% 416 -305 -23.74% Q3 2026 Oct 13, 2026
LANARK FINANCIAL, INC. History No change 776 63 0.0% 0.0% 417 0 0.0% Q2 2026 Jul 21, 2026
EverSource Wealth Advisors, LLC History No change 690 56 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 24, 2026
Owl Creek Wealth Partners LLC History No change 615 50 0.01% 0.01% 419 0 0.0% Q2 2026 Jul 20, 2026
Allworth Financial LP History No change 604 49 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 578 47 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 548 44 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 07, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History New 6,000 42 0.01% — 425 +6,000 New Q3 2026 Oct 13, 2026
HARBOUR INVESTMENTS, INC. History No change 522 42 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 500 42 0.03% 0.03% 424 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 500 40 0.01% 0.01% 426 0 0.0% Q2 2026 Aug 03, 2026
Raiffeisen Bank International AG History No change 500 40 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 03, 2026
Persistent Asset Partners Ltd History No change 482 39 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 06, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 435 35 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 418 34 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 413 33 0.0% 0.0% 431 0 0.0% Q2 2026 Sep 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 404 32 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 06, 2026
Costello Asset Management, INC History No change 400 32 0.01% 0.01% 433 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 387 31 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 380 31 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 23, 2026
Carolina Wealth Advisors, LLC History No change 345 28 0.01% 0.01% 436 0 0.0% Q2 2026 Jul 09, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 338 27 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 22, 2026
Rossby Financial, LCC History No change 342 27 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 326 26 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 359 23 0.0% 0.0% 440 +24 7.16% Q3 2026 Oct 01, 2026
Institute for Wealth Management, LLC. History No change 280 22 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 28, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 320 20 0.0% 0.0% 442 -226 -41.39% Q3 2026 Oct 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 244 19 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 12, 2026
Bare Financial Services, Inc History No change 218 17 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 27, 2026
VALLEY NATIONAL ADVISERS INC History No change 200 16 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 29, 2026
Private Wealth Management Group, LLC History No change 206 16 0.0% 0.0% 446 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History Added to 241 15 0.0% 0.0% 447 +13 5.7% Q3 2026 Oct 14, 2026
Signature Resources Capital Management, LLC History No change 180 14 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 13, 2026
TD Waterhouse Canada Inc. History No change 162 13 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History No change 157 12 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 06, 2026
Avion Wealth History No change 153 12 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, Inc. History No change 143 11 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 10, 2026
Grove Bank & Trust History No change 172 11 0.0% 0.0% 453 0 0.0% Q3 2026 Oct 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 125 10 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 20, 2026
Fulcrum Asset Management LLP History No change 128 10 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 18, 2026
Prestige Wealth Management Group LLC History No change 124 10 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 14, 2026
Bernard Wealth Management Corp. History No change 125 10 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 21, 2026
GW&K Investment Management, LLC History No change 105 9 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 110 9 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 27, 2026
Covestor Ltd History No change 110 9 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 07, 2026
DANSKE BANK A/S History No change 100 8 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 10, 2026
Accent Capital Management, LLC History No change 100 8 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 12, 2026
MV CAPITAL MANAGEMENT, INC. History No change 90 7 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 30, 2026
AMERIFLEX GROUP, INC. History No change 89 7 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 74 6 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 06, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History New 87 5 0.0% — 467 +87 New Q3 2026 Oct 13, 2026
TFC Financial Management, Inc. History No change 65 5 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 23, 2026
Leonteq Securities AG History No change 53 4 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 61 4 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 52 4 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 06, 2026
Dogwood Wealth Management LLC History No change 59 4 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 06, 2026
MEEDER ASSET MANAGEMENT INC History No change 46 3 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 38 3 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 21, 2026
Rakuten Securities, Inc. History No change 43 3 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 28 2 0.0% 0.0% 475 0 0.0% Q2 2026 Sep 15, 2026
IFG Advisory, LLC History No change 31 2 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 13, 2026
CVA Family Office, LLC History No change 35 2 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 07, 2026
RMG Wealth Management LLC History No change 32 2 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 13, 2026
Cromwell Holdings LLC History No change 34 2 0.0% 0.0% 479 0 0.0% Q2 2026 Jul 13, 2026
Synergy Investment Management, LLC History No change 32 2 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 14, 2026
Retirement Wealth Solutions LLC History Reduced 24 1 0.0% 0.0% 488 -5 -17.24% Q3 2026 Oct 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 17 1 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 31, 2026
Marquette Asset Management, LLC History No change 25 1 0.0% 0.0% 482 0 0.0% Q3 2026 Oct 09, 2026
JFS WEALTH ADVISORS, LLC History No change 19 1 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL CONSULATE, INC History No change 15 1 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 23 1 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 24, 2026
Physician Wealth Advisors, Inc. History No change 18 1 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 20, 2026
Cedar Mountain Advisors, LLC History No change 24 1 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 02, 2026
Keating Financial Advisory Services, Inc. History No change 23 1 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16 1 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.01% — -3,000 -100.0% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Manchester Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Bay Harbor Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
SHP Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
DiNuzzo Private Wealth, Inc. History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Hughes Financial Services, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Essential Partners LLC History No change 13 0 — 0.0% — 0 0.0% Q3 2026 Oct 14, 2026