Atmus Filtration Technologies Inc. - ATMU

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 12,387,072 631,616 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 5,316,383 271,082 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,604,869 234,802 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 4,457,550 227,290 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 4,388,256 223,758 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,609,746 184,060 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,256,278 166,037 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 2,903,771 148,063 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,868,271 146,271 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 2,420,647 123,428 0.08% 0.08% 10 0 0.0% Q2 2026 Oct 27, 2026
T. Rowe Price Investment Management, Inc. History No change 1,784,618 90,998 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 1,631,709 83,249 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,618,166 82,510 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 1,586,834 80,912 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,445,763 73,719 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,397,165 71,241 0.54% 0.54% 16 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,575,032 68,392 0.01% 0.01% 17 +114,098 7.81% Q3 2026 Nov 04, 2026
MANGROVE PARTNERS IM, LLC History No change 1,211,236 61,760 4.06% 4.06% 18 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 1,157,930 59,042 0.55% 0.55% 19 0 0.0% Q2 2026 Aug 14, 2026
Channing Capital Management, LLC History Reduced 1,282,339 55,679 1.46% 2.03% 20 -443,617 -25.7% Q3 2026 Nov 02, 2026
Port Capital LLC History No change 1,034,293 52,738 2.15% 2.15% 21 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 995,247 50,747 0.41% 0.41% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 957,068 48,800 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 930,518 47,447 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 915,569 46,684 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 852,441 43,465 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 806,251 41,110 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 767,841 39,152 0.03% 0.03% 28 0 0.0% Q2 2026 Sep 09, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 702,658 35,828 0.23% 0.23% 29 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 607,471 30,974 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 583,865 29,771 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History Reduced 669,203 29,056 0.23% 0.28% 32 -40,561 -5.71% Q3 2026 Oct 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 533,685 27,212 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 521,724 26,602 0.04% 0.04% 34 0 0.0% Q2 2026 Jul 31, 2026
Boston Partners History No change 494,688 25,283 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 573,169 24,886 0.01% 0.01% 36 +90,777 18.82% Q3 2026 Nov 02, 2026
BANK OF AMERICA CORP /DE/ History No change 484,705 24,715 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 482,029 24,578 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 478,265 24,386 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Reduced 550,836 23,917 0.0% 0.0% 40 -28,028 -4.84% Q3 2026 Nov 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 457,331 23,319 0.03% 0.03% 41 0 0.0% Q2 2026 Jul 29, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 405,168 20,659 0.06% 0.06% 42 0 0.0% Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 403,485 20,573 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 401,126 20,452 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 395,982 20,191 0.03% 0.03% 45 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 390,392 19,906 0.16% 0.16% 46 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 387,641 19,802 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 383,637 19,561 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 378,117 19,280 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 372,005 18,968 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 422,745 18,850 0.03% 0.03% 51 +52,664 14.23% Q3 2026 Nov 04, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 326,823 16,664 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 13, 2026
Medina Value Partners, LLC History No change 318,986 16,265 3.19% 3.19% 53 0 0.0% Q2 2026 Aug 14, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 296,885 15,138 0.56% 0.56% 54 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 288,585 14,714 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 262,643 13,392 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 198,836 10,138 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 197,796 10,085 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 196,800 10,034 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 186,323 9,500 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 176,263 8,987 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 163,849 8,354 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 155,476 7,927 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 138,859 7,080 0.14% 0.14% 64 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 130,054 6,631 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 116,783 6,629 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 123,691 6,307 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 119,435 6,089 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 118,348 6,034 0.0% 0.0% 69 0 0.0% Q2 2026 Sep 02, 2026
PRENTISS SMITH & CO INC History Reduced 116,931 5,077 2.87% 3.37% 70 -3,555 -2.95% Q3 2026 Oct 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 116,541 5,060 0.01% 0.01% 71 -2,098 -1.77% Q3 2026 Nov 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 94,700 4,828 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 24, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 94,020 4,794 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 108,431 4,708 0.01% 0.01% 74 +14,928 15.97% Q3 2026 Nov 05, 2026
PRUDENTIAL FINANCIAL INC History No change 92,175 4,700 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 91,098 4,645 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 90,521 4,615 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 89,324 4,554 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 85,218 4,345 0.08% 0.08% 79 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 80,334 4,096 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History No change 80,165 4,087 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History No change 79,063 4,031 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
Marathon Partners Equity Management, LLC History No change 77,000 3,926 3.66% 3.66% 83 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 74,959 3,822 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Verition Fund Management LLC History No change 74,880 3,818 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 72,274 3,688 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 66,915 3,411 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
MOODY ALDRICH PARTNERS LLC History Added to 75,415 3,274 0.63% 0.66% 88 +3,017 4.17% Q3 2026 Oct 27, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 63,099 3,217 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
Emerald Investment Advisers, LLC History No change 62,996 3,212 0.21% 0.21% 90 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 61,410 3,131 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 60,343 3,076 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 59,984 3,058 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 56,771 2,894 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 12, 2026
Vest Financial, LLC History Reduced 66,247 2,876 0.03% 0.06% 95 -37,106 -35.9% Q3 2026 Oct 21, 2026
NORGES BANK History No change 53,213 2,713 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 52,972 2,701 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 50,802 2,590 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 48,721 2,484 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 47,970 2,445 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 43,128 2,199 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History No change 42,623 2,173 0.36% 0.36% 102 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 39,636 2,021 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 39,046 1,990 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 38,500 1,963 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 38,457 1,960 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 37,515 1,912 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 14, 2026
Riverwater Partners LLC History No change 43,911 1,906 0.53% 0.66% 108 0 0.0% Q3 2026 Nov 03, 2026
Illinois Municipal Retirement Fund History Added to 42,578 1,848 0.02% 0.02% 109 +203 0.48% Q3 2026 Nov 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 36,082 1,839 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 11, 2026
Knights of Columbus Asset Advisors LLC History Added to 41,056 1,782 0.09% 0.1% 111 +193 0.47% Q3 2026 Nov 05, 2026
Vanguard Global Advisers, LLC History No change 33,742 1,720 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
TWINBEECH CAPITAL LP History No change 33,379 1,701 0.31% 0.31% 113 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Added to 38,503 1,665 0.0% 0.0% 114 +24,247 170.08% Q3 2026 Oct 27, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 32,645 1,664 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 32,500 1,657 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 10, 2026
Freestone Grove Partners LP History No change 32,464 1,655 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 35,919 1,559 0.03% — 119 +35,919 New Q3 2026 Oct 16, 2026
XTX Topco Ltd History No change 30,576 1,559 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 30,518 1,556 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 30,192 1,539 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 34,800 1,511 0.02% 0.03% 122 -1,000 -2.79% Q3 2026 Oct 20, 2026
Atom Investors LP History No change 28,401 1,448 0.13% 0.13% 123 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 27,013 1,377 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Charter Oak Advisors LP History No change 26,464 1,349 0.74% 0.74% 125 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Reduced 30,414 1,320 0.0% 0.01% 126 -2,121 -6.52% Q3 2026 Nov 05, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 30,000 1,302 0.12% 0.13% 127 0 0.0% Q3 2026 Oct 30, 2026
Police & Firemen's Retirement System of New Jersey History No change 24,630 1,255 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 23, 2026
Creative Planning History Added to 28,684 1,245 0.0% 0.0% 130 +8,799 44.25% Q3 2026 Nov 02, 2026
CAMBIAR INVESTORS LLC History No change 28,687 1,245 0.05% 0.06% 129 0 0.0% Q3 2026 Nov 04, 2026
Voleon Capital Management LP History No change 23,223 1,184 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 14, 2026
HITE Hedge Asset Management LLC History No change 22,963 1,170 0.06% 0.06% 132 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 22,800 1,162 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
Vestcor Inc History No change 22,476 1,146 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 21,875 1,115 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 25,200 1,094 0.01% 0.0% 136 +19,800 366.67% Q3 2026 Oct 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 20,446 1,042 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 20,342 1,037 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 20,055 1,022 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
Arizona State Retirement System History Added to 23,004 998 0.0% 0.01% 140 +468 2.08% Q3 2026 Nov 03, 2026
Summit Global Investments History Added to 22,937 996 0.05% 0.03% 141 +11,058 93.09% Q3 2026 Oct 28, 2026
Entropy Technologies, LP History No change 18,999 968 0.04% 0.04% 142 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 18,565 946 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 21,385 928 0.01% 0.01% 144 -669 -3.03% Q3 2026 Oct 22, 2026
AMALGAMATED BANK History Reduced 21,203 921 0.01% 0.01% 145 -785 -3.57% Q3 2026 Oct 23, 2026
CITIGROUP INC History Reduced 20,243 878 0.0% 0.0% 146 -32,853 -61.87% Q3 2026 Nov 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 19,225 834 0.0% 0.0% 147 -142 -0.73% Q3 2026 Nov 03, 2026
Quantinno Capital Management LP History No change 16,070 819 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 18,300 794 0.01% 0.01% 149 -300 -1.61% Q3 2026 Oct 29, 2026
Maryland State Retirement & Pension System History Added to 18,114 786 0.01% 0.01% 150 +6,160 51.53% Q3 2026 Nov 05, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 17,942 779 0.02% 0.03% 151 +26 0.15% Q3 2026 Nov 05, 2026
Vident Advisory, LLC History No change 15,204 775 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 16,945 735 0.01% 0.02% 154 -14,825 -46.66% Q3 2026 Oct 15, 2026
MACKENZIE FINANCIAL CORP History Added to 16,948 735 0.0% 0.0% 153 +7,644 82.16% Q3 2026 Nov 02, 2026
IFG Advisory, LLC History No change 14,329 730 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 14,227 725 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 14,121 720 0.38% 0.38% 157 0 0.0% Q2 2026 Jul 29, 2026
BARCLAYS PLC History No change 13,904 708 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 13,754 701 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 15,748 683 0.01% 0.01% 160 +7,709 95.9% Q3 2026 Oct 27, 2026
Quantbot Technologies LP History No change 13,272 676 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,800 652 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 12,401 632 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 11,938 608 0.05% 0.05% 164 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 11,819 602 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 11,581 590 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 11,297 576 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 12,548 544 0.0% 0.0% 168 0 0.0% Q3 2026 Nov 03, 2026
JANE STREET GROUP, LLC History No change 10,346 527 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 10,168 518 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 9,559 514 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 9,801 499 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History Reduced 11,427 496 0.0% 0.0% 173 -461 -3.88% Q3 2026 Oct 28, 2026
OP Asset Management Ltd History Reduced 10,971 476 0.0% 0.01% 174 -866 -7.32% Q3 2026 Nov 05, 2026
DRW Securities, LLC History No change 9,213 469 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 10,614 460 0.0% 0.0% 176 +2,969 38.84% Q3 2026 Oct 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 10,682 455 0.0% 0.0% 177 +2,158 25.32% Q3 2026 Oct 13, 2026
OKABENA INVESTMENT SERVICES INC History No change 8,719 444 0.08% 0.08% 178 0 0.0% Q2 2026 Aug 04, 2026
XPONANCE LLC History Reduced 10,216 443 0.0% 0.0% 179 -239 -2.29% Q3 2026 Nov 03, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 10,111 439 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,094 412 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 9,311 404 0.0% 0.0% 182 -43 -0.46% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 7,579 386 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 7,408 377 0.04% 0.04% 184 0 0.0% Q2 2026 Jul 29, 2026
Swiss Life Asset Management Ltd History No change 8,675 376 0.0% 0.0% 185 0 0.0% Q3 2026 Nov 03, 2026
IMC-Chicago, LLC History Reduced 8,218 356 0.0% 0.0% 186 -3,575 -30.31% Q3 2026 Nov 05, 2026
Round Rock Advisors LLC History No change 6,789 346 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 7,858 341 0.01% 0.01% 188 +64 0.82% Q3 2026 Nov 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,407 327 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 10, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 6,307 321 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 6,208 316 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,162 314 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 6,041 308 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
Olympiad Research LP History New 7,047 305 0.4% — 195 +7,047 New Q3 2026 Nov 04, 2026
Cornerstone Investment Partners, LLC History No change 5,999 305 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 07, 2026
Inspire Advisors, LLC History No change 5,914 301 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Reduced 6,469 280 0.02% 0.09% 198 -11,529 -64.06% Q3 2026 Oct 28, 2026
Engineers Gate Manager LP History No change 5,505 280 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History New 6,388 277 0.03% — 199 +6,388 New Q3 2026 Nov 05, 2026
OpenArc Corporate Advisory, LLC History New 6,294 273 0.0% — 201 +6,294 New Q3 2026 Oct 21, 2026
CIBC Bancorp USA Inc. History No change 5,354 273 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 6,259 271 0.0% 0.0% 202 -137 -2.14% Q3 2026 Oct 27, 2026
ARMISTICE CAPITAL, LLC History No change 5,141 262 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 4,926 251 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 4,837 246 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Added to 5,602 243 0.0% 0.0% 206 +155 2.85% Q3 2026 Nov 05, 2026
Blueshift Asset Management, LLC History No change 4,777 243 0.06% 0.06% 207 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 4,690 239 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 10, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 5,303 230 0.01% 0.01% 209 +2 0.04% Q3 2026 Oct 14, 2026
WINTON GROUP Ltd History No change 4,500 229 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History New 5,231 227 0.01% — 211 +5,231 New Q3 2026 Oct 22, 2026
Atria Investments, Inc History New 5,103 221 0.0% — 213 +5,103 New Q3 2026 Oct 15, 2026
Orion Porfolio Solutions, LLC History No change 4,341 221 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 4,321 220 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 05, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 4,221 215 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History No change 4,230 215 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 20, 2026
Prospera Financial Services Inc History No change 4,691 214 0.0% 0.0% 217 0 0.0% Q3 2026 Nov 04, 2026
Cornerstone Wealth Management, LLC History Reduced 4,748 206 0.01% 0.01% 218 -669 -12.35% Q3 2026 Nov 04, 2026
BURNEY CO/ History Reduced 4,729 205 0.01% 0.01% 219 -2,010 -29.83% Q3 2026 Oct 15, 2026
Brevan Howard Capital Management LP History No change 4,020 204 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,943 201 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 19, 2026
DnB Asset Management AS History No change 3,929 200 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 3,688 188 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 07, 2026
ST GERMAIN D J CO INC History No change 3,568 181 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 21, 2026
STRS OHIO History Reduced 4,000 173 0.0% 0.0% 225 -300 -6.98% Q3 2026 Oct 30, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 3,101 157 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,886 147 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 3,368 146 0.0% 0.0% 228 +302 9.85% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 2,714 138 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 3,169 137 0.0% 0.0% 230 +643 25.46% Q3 2026 Oct 08, 2026
CVA Family Office, LLC History No change 2,652 135 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 07, 2026
SIT INVESTMENT ASSOCIATES INC History No change 2,450 125 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Added to 2,677 116 0.0% 0.0% 233 +2,286 584.65% Q3 2026 Oct 22, 2026
KBC Group NV History No change 2,527 110 0.0% 0.0% 234 0 0.0% Q3 2026 Oct 22, 2026
New Age Alpha Advisors, LLC History No change 2,080 106 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 1,990 101 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,768 90 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 07, 2026
Employees Retirement System of Texas History No change 1,650 84 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History Added to 1,872 81 0.0% 0.0% 239 +1,313 234.88% Q3 2026 Nov 05, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,854 80 0.0% 0.0% 240 +12 0.65% Q3 2026 Oct 20, 2026
BESSEMER GROUP INC History No change 1,483 76 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 1,434 73 0.0% 0.0% 242 0 0.0% Q2 2026 Sep 08, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,614 70 0.01% 0.0% 243 +1,518 1581.25% Q3 2026 Oct 27, 2026
Parkside Financial Bank & Trust History Added to 1,564 67 0.0% 0.0% 244 +155 11.0% Q3 2026 Oct 27, 2026
Global Retirement Partners, LLC History No change 1,326 67 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 06, 2026
Geneos Wealth Management Inc. History No change 1,332 67 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,036 52 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 06, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Added to 1,112 48 0.01% 0.0% 248 +399 55.96% Q3 2026 Oct 19, 2026
Smartleaf Asset Management LLC History No change 959 48 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 881 44 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 10, 2026
Optiver Holding B.V. History No change 724 36 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 769 33 0.0% 0.0% 252 0 0.0% Q3 2026 Oct 15, 2026
SIMPLEX TRADING, LLC History Added to 700 30 0.0% 0.0% 253 +159 29.39% Q3 2026 Nov 04, 2026
Kemnay Advisory Services Inc. History No change 550 28 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
ADIRONDACK TRUST CO History No change 600 26 0.01% 0.01% 255 0 0.0% Q3 2026 Oct 14, 2026
Allworth Financial LP History No change 494 25 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History Added to 557 24 0.0% 0.0% 257 +384 221.97% Q3 2026 Nov 03, 2026
Federation des caisses Desjardins du Quebec History No change 477 24 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History New 544 23 0.03% — 259 +544 New Q3 2026 Nov 03, 2026
Greykasell Wealth Strategies, Inc. History No change 400 20 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Added to 451 19 0.0% 0.0% 261 +274 154.8% Q3 2026 Oct 01, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 330 16 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 312 15 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Ares Financial Consulting, LLC History No change 360 15 0.01% 0.01% 264 0 0.0% Q3 2026 Oct 19, 2026
Covestor Ltd History Reduced 324 14 0.01% 0.02% 266 -328 -50.31% Q3 2026 Oct 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 278 14 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
KFG LLC History New 277 12 0.01% — 268 +277 New Q3 2026 Nov 02, 2026
Cedar Mountain Advisors, LLC History No change 293 12 0.0% 0.0% 267 0 0.0% Q3 2026 Oct 15, 2026
Salomon & Ludwin, LLC History Reduced 246 10 0.0% 0.0% 271 -385 -61.01% Q3 2026 Oct 29, 2026
Bare Financial Services, Inc History Added to 246 10 0.0% 0.0% 272 +183 290.48% Q3 2026 Nov 04, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 208 10 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 203 10 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History New 215 9 0.0% — 274 +215 New Q3 2026 Oct 21, 2026
Mascoma Wealth Management LLC History New 210 9 0.0% — 273 +210 New Q3 2026 Oct 23, 2026
ASSETMARK, INC History Added to 207 8 0.0% 0.0% 275 +12 6.15% Q3 2026 Oct 21, 2026
EverSource Wealth Advisors, LLC History Reduced 178 7 0.0% 0.0% 277 -58 -24.58% Q3 2026 Nov 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 144 7 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 132 6 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 10, 2026
UMB Private Wealth Management, LLC History New 128 5 0.0% — 282 +128 New Q3 2026 Oct 19, 2026
SJS Investment Consulting Inc. History Added to 120 5 0.0% 0.0% 281 +89 287.1% Q3 2026 Oct 26, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 132 5 0.0% 0.0% 279 -31 -19.02% Q3 2026 Oct 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 103 5 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Wealth Management, LLC History New 113 4 0.0% — 292 +113 New Q3 2026 Nov 03, 2026
TRUST CO OF VERMONT History New 105 4 0.0% — 291 +105 New Q3 2026 Oct 21, 2026
UMB Bank, n.a. History No change 89 4 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
Altshuler Shaham Ltd History No change 24 4 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 96 4 0.0% 0.0% 285 0 0.0% Q3 2026 Nov 02, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 88 4 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History No change 115 4 0.0% 0.0% 287 0 0.0% Q3 2026 Oct 07, 2026
Kilter Group LLC History No change 84 4 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 84 4 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 80 4 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History New 88 3 0.0% — 300 +88 New Q3 2026 Oct 30, 2026
Clark Wealth Partners History New 77 3 0.0% — 301 +77 New Q3 2026 Oct 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 75 3 0.0% 0.0% 296 +35 87.5% Q3 2026 Oct 22, 2026
SIGNATUREFD, LLC History Reduced 91 3 0.0% 0.0% 297 -12 -11.65% Q3 2026 Oct 23, 2026
CENTRAL TRUST Co History No change 88 3 0.0% 0.0% 293 0 0.0% Q3 2026 Nov 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 72 3 0.0% 0.0% 294 0 0.0% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 60 3 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 90 3 0.0% 0.0% 298 0 0.0% Q3 2026 Oct 15, 2026
BAYBAN History No change 74 3 0.0% 0.0% 299 0 0.0% Q3 2026 Nov 05, 2026
CFG Wealth Management Services, Inc. History New 60 2 0.0% — 309 +60 New Q3 2026 Oct 21, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 45 2 0.0% 0.0% 302 0 0.0% Q2 2026 Oct 30, 2026
SouthState Bank Corp History No change 48 2 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 45 2 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 43 2 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
West Financial Advisors, LLC History No change 50 2 0.0% 0.0% 306 0 0.0% Q3 2026 Oct 22, 2026
Owl Creek Wealth Partners LLC History No change 60 2 0.0% 0.0% 307 0 0.0% Q3 2026 Oct 20, 2026
BFC Planning, Inc. History No change 45 2 0.0% 0.0% 308 0 0.0% Q2 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History Reduced 27 1 0.0% 0.0% 317 -133 -83.13% Q3 2026 Nov 05, 2026
WPG Advisers, LLC History Reduced 40 1 0.0% 0.0% 316 -84 -67.74% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History New 45 1 0.0% — 318 +45 New Q3 2026 Oct 20, 2026
City State Bank History New 38 1 0.0% — 319 +38 New Q3 2026 Oct 20, 2026
Creative Capital Management Investments LLC History Added to 40 1 0.0% — 315 +23 135.29% Q3 2026 Oct 27, 2026
JFS WEALTH ADVISORS, LLC History Reduced 29 1 0.0% 0.0% 310 -21 -42.0% Q3 2026 Nov 03, 2026
CoreCap Advisors, LLC History Added to 27 1 0.0% — 313 +14 107.69% Q3 2026 Oct 08, 2026
Fortitude Family Office, LLC History Added to 40 1 0.0% 0.0% 314 +6 17.65% Q3 2026 Oct 14, 2026
IFP Advisors, Inc History No change 24 1 0.0% 0.0% 311 0 0.0% Q3 2026 Oct 16, 2026
SHP Wealth Management History No change 24 1 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 11, 2026
TEMA ETFS LLC History Closed out 0 0 — 0.17% — -105,917 -100.0% Q3 2026 Oct 16, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Closed out 0 0 — 0.1% — -61,600 -100.0% Q3 2026 Oct 21, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.06% — -48,400 -100.0% Q3 2026 Nov 04, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -8,869 -100.0% Q3 2026 Nov 02, 2026
PROFUND ADVISORS LLC History Closed out 0 0 — 0.01% — -4,389 -100.0% Q3 2026 Oct 28, 2026
CIBC Asset Management Inc History Closed out 0 0 — 0.0% — -4,116 -100.0% Q3 2026 Nov 05, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 — 0.0% — -4,093 -100.0% Q3 2026 Oct 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -4,010 -100.0% Q3 2026 Nov 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2026 Oct 14, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2026 Oct 05, 2026
Spectrum Wealth Advisory Group, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2026 Oct 29, 2026
TD PRIVATE CLIENT WEALTH LLC History New 15 0 — — — +15 New Q3 2026 Oct 28, 2026
Triumph Capital Management History Closed out 0 0 — — — -12 -100.0% Q3 2026 Oct 14, 2026
Blue Trust, Inc. History New 11 0 — — — +11 New Q3 2026 Oct 15, 2026
Caitong International Asset Management Co., Ltd History Added to 17 0 — — — +6 54.55% Q3 2026 Oct 29, 2026
Essential Partners LLC History Added to 21 0 — — — +5 31.25% Q3 2026 Oct 14, 2026
PRIVATE TRUST CO NA History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 20, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 04, 2026
Navigoe, LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Nov 03, 2026
Davis Capital Management History Added to 8 0 — — — +3 60.0% Q3 2026 Oct 08, 2026
Bay Harbor Wealth Management, LLC History Added to 14 0 — — — +2 16.67% Q3 2026 Nov 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 5 0 — — — -2 -28.57% Q3 2026 Oct 09, 2026
Signature Resources Capital Management, LLC History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 16, 2026
SBI Securities Co., Ltd. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 21, 2026
HUNTINGTON NATIONAL BANK History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Capital Advisors, Ltd. LLC History No change 5 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
NVWM, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Steward Partners Investment Advisory, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 6 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
LRI Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 04, 2026