Avery Dennison Corp - AVY

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 6,482,687 1,052,464 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 5,788,479 939,759 0.16% 0.16% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,004,194 812,430 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,865,518 789,916 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 4,044,695 656,656 0.02% 0.02% 5 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 3,546,264 575,736 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 2,294,307 372,518 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,172,120 351,314 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 1,560,021 253,269 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,510,834 245,285 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 1,389,142 225,528 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,269,333 216,634 0.04% 0.03% 12 +216,254 20.54% Q3 2026 Nov 04, 2026
NORTHERN TRUST CORP History No change 1,056,207 171,475 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,045,156 169,681 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 999,656 162,340 0.11% 0.11% 15 0 0.0% Q2 2026 Oct 27, 2026
NORGES BANK History No change 981,301 159,314 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 956,886 155,350 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 935,794 151,926 2.16% 2.16% 18 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 875,697 142,169 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 735,850 119,465 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 731,310 118,728 0.09% 0.09% 21 0 0.0% Q2 2026 Sep 09, 2026
Navera Investment Management Ltd. History No change 671,979 109,050 2.93% 2.93% 22 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History Reduced 587,075 100,196 0.02% 0.02% 23 -40,554 -6.46% Q3 2026 Nov 05, 2026
DEUTSCHE BANK AG\ History No change 571,550 92,791 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 568,509 92,297 0.02% 0.02% 25 0 0.0% Q2 2026 Sep 23, 2026
COOKE & BIELER LP History Reduced 503,132 85,869 1.35% 1.35% 26 -216,363 -30.07% Q3 2026 Oct 21, 2026
FMR LLC History No change 497,315 80,738 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 491,954 79,868 0.52% 0.52% 28 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 482,154 78,269 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 432,248 70,175 0.3% 0.3% 30 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 431,819 70,105 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 429,481 69,726 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 411,236 66,764 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 386,734 62,786 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 375,951 61,980 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
Assenagon Asset Management S.A. History Added to 342,666 58,482 0.06% 0.02% 36 +248,105 262.38% Q3 2026 Oct 15, 2026
UBS Group AG History No change 352,068 57,158 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 351,092 56,999 0.42% 0.42% 38 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 348,002 56,497 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 339,529 55,122 0.13% 0.13% 40 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 305,155 52,082 0.03% 0.03% 41 -39,382 -11.43% Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 319,917 51,932 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History Reduced 300,128 51,222 0.41% 0.39% 43 -14,400 -4.58% Q3 2026 Oct 30, 2026
DEPRINCE RACE & ZOLLO INC History Added to 296,695 50,636 0.89% 0.77% 44 +15,059 5.35% Q3 2026 Oct 13, 2026
HOMESTEAD ADVISERS CORP History No change 307,370 49,901 1.24% 1.24% 45 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 302,933 49,181 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 292,666 47,514 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 257,867 44,010 1.37% 1.23% 48 -12,147 -4.5% Q3 2026 Nov 05, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 261,801 42,503 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 255,667 41,507 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 254,838 41,372 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 12, 2026
Retirement Systems of Alabama History Reduced 228,429 38,985 0.11% 0.11% 52 -177 -0.08% Q3 2026 Nov 04, 2026
SG Americas Securities, LLC History No change 223,793 36,333 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 07, 2026
Point72 Asset Management, L.P. History No change 218,197 35,424 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 216,900 35,213 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 212,817 34,550 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 209,432 34,001 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Added to 196,567 33,548 0.12% 0.0% 58 +195,002 12460.19% Q3 2026 Oct 16, 2026
CITADEL ADVISORS LLC History No change 200,323 32,522 0.0% 0.0% 59 0 0.0% Q2 2026 Sep 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 195,495 31,738 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 24, 2026
Eurizon Capital SGR S.p.A. History No change 193,687 31,449 0.08% 0.08% 61 0 0.0% Q2 2026 Jul 29, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 193,200 31,366 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 14, 2026
BCV Asset Management Inc. History No change 190,375 31,155 0.94% 0.94% 63 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 179,389 29,123 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 173,690 28,198 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 173,449 28,159 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 166,768 27,074 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 164,147 26,649 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 161,612 26,237 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 160,051 25,984 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 14, 2026
Arbejdsmarkedets Tillaegspension History Reduced 146,500 25,003 0.64% 0.62% 71 -28,800 -16.43% Q3 2026 Oct 30, 2026
HSBC HOLDINGS PLC History No change 148,984 24,186 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 148,618 23,803 0.18% 0.14% 73 +30,604 25.93% Q3 2026 Oct 22, 2026
DekaBank Deutsche Girozentrale History Reduced 139,167 23,766 0.03% 0.11% 74 -252,616 -64.48% Q3 2026 Oct 27, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 145,977 23,699 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 136,814 23,350 0.51% 0.46% 76 +66 0.05% Q3 2026 Oct 08, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 138,885 22,547 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
Aristotle Atlantic Partners, LLC History No change 136,777 22,205 0.92% 0.92% 78 0 0.0% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History Reduced 127,850 21,820 0.1% 0.1% 79 -592 -0.46% Q3 2026 Nov 05, 2026
J. Goldman & Co LP History No change 132,276 21,475 0.55% 0.55% 80 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Reduced 122,259 20,866 0.04% 0.08% 81 -117,839 -49.08% Q3 2026 Oct 22, 2026
CITIGROUP INC History Added to 119,798 20,445 0.01% 0.01% 82 +10,905 10.01% Q3 2026 Nov 04, 2026
Corient Private Wealth LP History No change 124,011 20,133 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 27, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 122,730 19,925 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 121,104 19,661 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 04, 2026
SHUFRO ROSE & CO LLC History No change 120,878 19,624 1.13% 1.13% 86 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 111,819 18,153 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 109,164 17,722 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 11, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 103,236 17,619 0.11% 0.1% 89 +5,074 5.17% Q3 2026 Oct 06, 2026
Baird Financial Group, Inc. History No change 107,293 17,419 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 106,851 17,366 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 101,690 17,355 0.01% 0.02% 92 -85,710 -45.74% Q3 2026 Nov 04, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 106,135 17,174 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 104,789 17,012 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 103,457 16,796 1.45% 1.45% 95 0 0.0% Q2 2026 Aug 10, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 100,323 16,287 0.29% 0.29% 96 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 97,169 15,775 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 93,825 15,232 0.02% 0.02% 98 0 0.0% Q2 2026 Jul 29, 2026
GREAT LAKES ADVISORS, LLC History No change 93,023 15,102 0.11% 0.11% 99 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 91,167 14,800 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 90,183 14,641 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 84,580 14,605 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 88,978 14,445 0.17% 0.17% 103 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Added to 84,110 14,355 0.02% 0.01% 104 +44,329 111.43% Q3 2026 Oct 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 87,363 14,183 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 81,100 13,166 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 80,742 13,108 0.05% 0.05% 107 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 79,010 12,827 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 77,334 12,555 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 72,881 12,438 0.13% 0.2% 110 -42,475 -36.82% Q3 2026 Nov 04, 2026
Russell Investments Group, Ltd. History No change 76,238 12,377 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 75,584 12,271 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 73,783 11,978 0.36% 0.36% 113 0 0.0% Q2 2026 Aug 11, 2026
Distillate Capital Partners LLC History No change 73,680 11,961 0.62% 0.62% 114 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 72,700 11,802 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 70,644 11,469 0.31% 0.31% 116 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 69,517 11,286 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 68,647 11,144 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 05, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 64,045 10,930 0.1% 0.09% 119 +5,304 9.03% Q3 2026 Oct 13, 2026
BLAIR WILLIAM & CO/IL History No change 67,137 10,899 0.03% 0.03% 120 0 0.0% Q2 2026 Aug 11, 2026
Holocene Advisors, LP History No change 65,588 10,648 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 65,507 10,635 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History Added to 61,914 10,566 0.12% 0.11% 123 +1,111 1.83% Q3 2026 Oct 22, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 63,086 10,242 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 14, 2026
LBP AM SA History No change 62,040 10,072 0.1% 0.1% 125 0 0.0% Q2 2026 Jul 24, 2026
Aberdeen Group plc History No change 59,970 9,736 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 31, 2026
Korea Investment CORP History No change 57,902 9,400 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 50,542 9,158 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 55,205 8,962 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 53,700 8,718 0.17% 0.17% 130 0 0.0% Q2 2026 Aug 12, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 53,217 8,639 0.44% 0.44% 131 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 53,002 8,604 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 12, 2026
PANAGORA ASSET MANAGEMENT INC History No change 52,715 8,558 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 06, 2026
AVIVA PLC History No change 51,002 8,280 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 51,004 8,280 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 47,840 8,165 0.02% 0.01% 136 -177 -0.37% Q3 2026 Oct 22, 2026
Illinois Municipal Retirement Fund History Added to 47,693 8,139 0.09% 0.08% 137 +3,236 7.28% Q3 2026 Nov 05, 2026
Calamos Advisors LLC History Added to 46,675 7,966 0.02% 0.02% 138 +944 2.06% Q3 2026 Nov 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 49,019 7,958 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 47,500 7,712 0.24% 0.24% 140 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 45,975 7,464 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 45,540 7,393 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
Monte Financial Group, LLC History Reduced 43,263 7,383 2.48% 2.47% 143 -2,173 -4.78% Q3 2026 Nov 02, 2026
Entropy Technologies, LP History No change 44,877 7,285 0.29% 0.29% 144 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 44,455 7,206 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 43,581 7,075 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History Added to 39,600 6,758 0.0% 0.0% 147 +14,353 56.85% Q3 2026 Nov 02, 2026
Man Group plc History No change 40,204 6,527 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
Willis Investment Counsel History Added to 37,688 6,432 0.33% 0.27% 149 +3,130 9.06% Q3 2026 Oct 20, 2026
AMERICAN CENTURY COMPANIES INC History No change 39,209 6,365 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 39,121 6,351 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 39,019 6,334 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 38,700 6,282 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Capital Advisors LLC History No change 38,402 6,234 0.4% 0.4% 154 0 0.0% Q2 2026 Aug 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 37,865 6,147 0.81% 0.81% 155 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 37,546 6,095 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 37,484 6,085 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
NIXON PEABODY TRUST CO History Added to 35,620 6,079 0.4% 0.4% 158 +481 1.37% Q3 2026 Oct 23, 2026
MACKENZIE FINANCIAL CORP History Added to 35,359 6,034 0.01% 0.01% 159 +4,348 14.02% Q3 2026 Nov 02, 2026
Chevy Chase Trust Holdings, LLC History No change 36,933 5,996 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 14, 2026
MIROVA History No change 36,533 5,931 0.22% 0.22% 161 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 36,274 5,889 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,436 5,590 0.04% 0.04% 163 0 0.0% Q2 2026 Jul 23, 2026
BOWEN HANES & CO INC History No change 32,312 5,579 0.14% 0.14% 164 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Reduced 32,398 5,529 0.01% 0.01% 165 -552 -1.68% Q3 2026 Nov 05, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 33,817 5,490 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Added to 31,185 5,322 0.04% 0.04% 167 +140 0.45% Q3 2026 Oct 19, 2026
Treasurer of the State of North Carolina History No change 32,626 5,297 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 32,605 5,293 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 32,065 5,206 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 31,129 5,053 0.08% 0.08% 171 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History New 29,516 5,037 0.11% — 172 +29,516 New Q3 2026 Oct 16, 2026
Squarepoint Ops LLC History No change 30,870 5,011 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 30,234 4,908 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
Moran Wealth Management, LLC History Added to 28,614 4,883 0.13% 0.12% 175 +1,398 5.14% Q3 2026 Oct 22, 2026
GUGGENHEIM CAPITAL LLC History No change 29,731 4,826 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 29,519 4,792 0.07% 0.07% 177 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 29,159 4,733 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 28,832 4,680 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 07, 2026
Thrive Capital Management, LLC History Reduced 26,798 4,573 0.82% 0.86% 180 -1,456 -5.15% Q3 2026 Oct 28, 2026
SEGALL BRYANT & HAMILL, LLC History No change 26,462 4,296 0.05% 0.05% 181 0 0.0% Q2 2026 Aug 12, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 26,411 4,287 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History Added to 25,088 4,281 0.02% 0.02% 183 +7,187 40.15% Q3 2026 Nov 03, 2026
BANK OF NOVA SCOTIA History No change 25,452 4,132 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 25,400 4,123 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 24,150 4,121 0.0% 0.0% 186 -1,288 -5.06% Q3 2026 Oct 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 24,345 3,952 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 10, 2026
DANSKE BANK A/S History No change 24,284 3,942 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History Added to 22,974 3,921 0.01% 0.0% 189 +5,274 29.8% Q3 2026 Nov 05, 2026
Handelsbanken Fonder AB History No change 24,100 3,913 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 10, 2026
State of New Jersey Common Pension Fund D History Added to 22,865 3,902 0.01% 0.01% 191 +876 3.98% Q3 2026 Nov 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 22,801 3,891 0.05% 0.05% 192 -1,825 -7.41% Q3 2026 Oct 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 23,719 3,850 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 17, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 23,014 3,736 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 13, 2026
Czech National Bank History Added to 21,776 3,716 0.02% 0.02% 195 +4 0.02% Q3 2026 Oct 13, 2026
Bill Few Associates, Inc. History Added to 21,680 3,700 0.76% 0.74% 196 +236 1.1% Q3 2026 Oct 09, 2026
Arizona State Retirement System History Reduced 21,550 3,677 0.02% 0.02% 197 -503 -2.28% Q3 2026 Nov 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 21,419 3,655 0.03% 0.02% 198 +789 3.82% Q3 2026 Nov 04, 2026
Resona Asset Management Co.,Ltd. History No change 22,402 3,641 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 29, 2026
Swiss Life Asset Management Ltd History Reduced 21,201 3,618 0.02% 0.02% 200 -9,265 -30.41% Q3 2026 Nov 03, 2026
Merit Financial Group, LLC History No change 21,732 3,528 0.02% 0.02% 201 0 0.0% Q2 2026 Jul 20, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 20,355 3,473 0.01% 0.0% 202 -43 -0.21% Q3 2026 Oct 28, 2026
Campbell & CO Investment Adviser LLC History No change 20,447 3,319 0.17% 0.17% 203 0 0.0% Q2 2026 Aug 03, 2026
OMERS ADMINISTRATION Corp History No change 20,281 3,292 0.02% 0.02% 204 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 19,087 3,257 0.01% 0.01% 205 -500 -2.55% Q3 2026 Oct 27, 2026
Peak Retirement Planning, Inc. History No change 20,033 3,252 0.51% 0.51% 206 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 19,874 3,226 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 18, 2026
State of Tennessee, Department of Treasury History No change 19,567 3,176 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 18,573 3,015 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 18,075 2,996 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,544 2,994 0.01% 0.01% 211 +62 0.35% Q3 2026 Oct 20, 2026
DIVERSIFIED MANAGEMENT INC History New 17,116 2,921 0.51% — 212 +17,116 New Q3 2026 Oct 08, 2026
ProShare Advisors LLC History Added to 16,972 2,896 0.0% 0.0% 213 +1,321 8.44% Q3 2026 Oct 28, 2026
CIBC Asset Management Inc History Reduced 16,913 2,886 0.01% 0.02% 214 -36,542 -68.36% Q3 2026 Nov 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 16,744 2,857 0.01% 0.01% 215 -151 -0.89% Q3 2026 Nov 03, 2026
Mediolanum International Funds Ltd History No change 17,422 2,845 0.02% 0.02% 216 0 0.0% Q2 2026 Jul 23, 2026
MetLife Investment Management, LLC History No change 17,498 2,840 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Reduced 16,593 2,831 0.0% 0.01% 218 -31,681 -65.63% Q3 2026 Nov 03, 2026
Fideuram Asset Management (Ireland) dac History Added to 16,936 2,830 0.06% 0.01% 219 +14,116 500.57% Q3 2026 Oct 29, 2026
M&T BANK CORP History No change 17,156 2,784 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 17,526 2,727 0.0% 0.0% 221 +4,954 39.41% Q3 2026 Oct 13, 2026
Atom Investors LP History No change 16,736 2,717 0.24% 0.24% 222 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 16,731 2,716 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 10, 2026
Woodline Partners LP History No change 16,719 2,714 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
Dean Capital Management History No change 16,506 2,679 0.97% 0.97% 225 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 16,371 2,657 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 15,553 2,654 0.01% 0.01% 227 +3,940 33.93% Q3 2026 Oct 28, 2026
Pathstone Holdings, LLC History No change 16,199 2,629 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 16,172 2,625 0.01% 0.01% 229 0 0.0% Q2 2026 Sep 08, 2026
Generali Asset Management SPA SGR History Added to 15,105 2,577 0.04% 0.04% 230 +316 2.14% Q3 2026 Oct 26, 2026
DnB Asset Management AS History No change 15,589 2,530 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 15,536 2,522 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Barbara Oil Co. History No change 15,500 2,516 0.85% 0.85% 233 0 0.0% Q2 2026 Aug 13, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 14,645 2,499 0.02% 0.02% 234 -2,692 -15.53% Q3 2026 Oct 21, 2026
Metis Global Partners, LLC History No change 15,126 2,455 0.06% 0.06% 235 0 0.0% Q2 2026 Aug 10, 2026
Tidal Investments LLC History No change 14,802 2,403 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Sky Investment Group LLC History Reduced 14,026 2,393 0.26% 0.36% 237 -287 -2.01% Q3 2026 Oct 30, 2026
SummitTX Capital, L.P. History No change 14,555 2,363 0.06% 0.06% 238 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 14,459 2,348 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History Reduced 13,684 2,335 0.02% 0.02% 240 -292 -2.09% Q3 2026 Oct 28, 2026
Arax Advisory Partners History No change 13,927 2,261 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 10, 2026
AMALGAMATED BANK History Reduced 13,052 2,228 0.02% 0.02% 242 -342 -2.55% Q3 2026 Oct 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,558 2,201 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 19, 2026
NEOS Investment Management LLC History Added to 12,824 2,188 0.01% 0.01% 244 +839 7.0% Q3 2026 Nov 04, 2026
Summit Trail Advisors, LLC History No change 13,436 2,181 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,523 2,137 0.0% 0.01% 246 -13,034 -51.0% Q3 2026 Nov 02, 2026
Ilmarinen Mutual Pension Insurance Co History No change 13,000 2,111 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 13, 2026
Altman Advisors, Inc. History New 12,232 2,087 0.73% — 248 +12,232 New Q3 2026 Nov 05, 2026
Siemens Fonds Invest GmbH History No change 12,841 2,084 0.1% 0.1% 249 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Added to 12,036 2,054 0.02% 0.02% 250 +293 2.5% Q3 2026 Oct 15, 2026
Expect Equity LLC History No change 12,650 2,053 1.32% 1.32% 251 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 12,634 2,051 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 12,462 2,023 0.04% 0.04% 253 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 12,399 2,012 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History New 11,758 2,006 0.07% — 256 +11,758 New Q3 2026 Nov 03, 2026
COMMERCE BANK History No change 12,360 2,006 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 12,318 1,999 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 12,085 1,961 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 12, 2026
ARDSLEY ADVISORY PARTNERS LP History No change 12,000 1,948 0.2% 0.2% 259 0 0.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 11,324 1,933 0.0% 0.0% 260 +7,422 190.21% Q3 2026 Nov 05, 2026
Vestmark Advisory Solutions, Inc. History No change 11,767 1,910 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 11,629 1,887 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 11,393 1,849 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 13, 2026
Reflection Asset Management History Added to 10,771 1,838 0.76% 0.76% 264 +714 7.1% Q3 2026 Oct 28, 2026
Oak Thistle LLC History New 10,524 1,796 0.17% — 265 +10,524 New Q3 2026 Oct 21, 2026
ALLSTATE CORP History No change 11,040 1,792 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 10,996 1,785 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 12, 2026
HBK Sorce Advisory LLC History No change 10,109 1,774 0.03% 0.03% 268 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 10,839 1,759 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 10,809 1,754 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 10,645 1,728 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 10,307 1,671 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 10,208 1,657 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 11, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 10,202 1,656 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
Taylor Frigon Capital Management LLC History Added to 9,546 1,629 0.83% 0.72% 275 +39 0.41% Q3 2026 Oct 23, 2026
111 Capital History Added to 9,418 1,607 0.24% 0.1% 276 +5,873 165.67% Q3 2026 Nov 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 9,309 1,588 0.02% 0.02% 277 -48 -0.51% Q3 2026 Oct 29, 2026
Penserra Capital Management LLC History No change 9,692 1,572 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 13, 2026
SANDLER CAPITAL MANAGEMENT History No change 9,682 1,571 0.78% 0.78% 279 0 0.0% Q2 2026 Aug 14, 2026
Sompo Asset Management Co., Ltd. History No change 9,626 1,562 0.26% 0.26% 280 0 0.0% Q2 2026 Jul 14, 2026
ING GROEP NV History No change 9,405 1,526 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 9,311 1,511 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 9,160 1,487 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 07, 2026
Capital Asset Advisory Services LLC History Reduced 8,108 1,472 0.05% 0.05% 284 -1,067 -11.63% Q3 2026 Oct 30, 2026
Diversify Advisory Services, LLC History Added to 8,369 1,471 0.02% 0.02% 285 +167 2.04% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 8,369 1,471 0.02% 0.02% 286 +167 2.04% Q3 2026 Oct 20, 2026
Albar Capital Partners LLP History No change 8,937 1,450 0.19% 0.19% 287 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 8,907 1,446 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 8,457 1,443 0.02% 0.02% 289 -298 -3.4% Q3 2026 Oct 22, 2026
iA Global Asset Management Inc. History Reduced 8,404 1,434 0.02% 0.02% 290 -238 -2.75% Q3 2026 Oct 29, 2026
Vise Technologies, Inc. History New 8,272 1,411 0.01% — 291 +8,272 New Q3 2026 Oct 28, 2026
PINNACLE ASSOCIATES LTD History Added to 8,234 1,405 0.02% 0.01% 292 +6 0.07% Q3 2026 Oct 20, 2026
Jupiter Topco LLC History No change 8,655 1,404 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History Reduced 8,057 1,375 0.1% 0.09% 294 -264 -3.17% Q3 2026 Oct 26, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 8,442 1,370 0.06% 0.06% 295 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 8,439 1,370 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Regents Gate Capital LLP History Reduced 7,946 1,356 1.69% 1.73% 297 -51 -0.64% Q3 2026 Nov 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 7,760 1,324 0.01% 0.01% 298 -123 -1.56% Q3 2026 Oct 23, 2026
D.A. DAVIDSON & CO. History Added to 7,743 1,321 0.01% 0.01% 299 +341 4.61% Q3 2026 Oct 27, 2026
Brindle & Bay Financial Advisors, LLC History Added to 7,714 1,316 0.49% 0.5% 300 +1,555 25.25% Q3 2026 Oct 15, 2026
Hillsdale Investment Management Inc. History No change 8,100 1,315 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 12, 2026
CHICAGO TRUST Co NA History Added to 7,490 1,278 0.17% 0.16% 302 +500 7.15% Q3 2026 Oct 28, 2026
UniSuper Management Pty Ltd History Added to 7,413 1,265 0.01% 0.01% 303 +305 4.29% Q3 2026 Oct 26, 2026
Allianz Asset Management GmbH History No change 7,659 1,243 0.0% 0.0% 304 0 0.0% Q2 2026 Sep 02, 2026
Investment Management Corp of Ontario History No change 7,632 1,239 0.02% 0.02% 305 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 7,613 1,235 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 7,555 1,226 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 7,182 1,225 0.01% 0.02% 308 -7,221 -50.14% Q3 2026 Oct 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 7,390 1,206 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History Reduced 7,053 1,203 0.0% 0.0% 310 -7,761 -52.39% Q3 2026 Oct 29, 2026
Machina Capital S.A.S. History New 7,038 1,201 0.17% — 312 +7,038 New Q3 2026 Nov 05, 2026
CreativeOne Wealth, LLC History No change 7,400 1,201 0.03% 0.03% 311 0 0.0% Q2 2026 Aug 13, 2026
Kepler Cheuvreux (Suisse) SA History Added to 6,948 1,185 0.07% 0.06% 313 +241 3.59% Q3 2026 Oct 20, 2026
Cambridge Investment Research Advisors, Inc. History Added to 6,897 1,177 0.0% 0.0% 314 +513 8.04% Q3 2026 Nov 02, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 7,242 1,175 0.99% 0.99% 315 0 0.0% Q2 2026 Aug 07, 2026
Zurich Insurance Group Ltd/FI History No change 7,200 1,168 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History Reduced 6,735 1,149 0.05% 0.06% 317 -96 -1.41% Q3 2026 Oct 22, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 7,035 1,142 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
MEYER HANDELMAN CO History Reduced 6,685 1,140 0.03% 0.03% 319 -325 -4.64% Q3 2026 Oct 28, 2026
Federation des caisses Desjardins du Quebec History No change 7,027 1,140 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 13, 2026
Keeler Thomas Management LLC History Reduced 6,672 1,138 0.44% 0.39% 321 -153 -2.24% Q3 2026 Oct 29, 2026
Jackson Creek Investment Advisors LLC History New 6,653 1,135 0.39% — 322 +6,653 New Q3 2026 Nov 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 6,961 1,130 0.02% 0.02% 323 0 0.0% Q2 2026 Jul 17, 2026
Rafferty Asset Management, LLC History No change 6,833 1,109 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 6,465 1,103 0.56% 0.53% 325 -189 -2.84% Q3 2026 Oct 29, 2026
MML INVESTORS SERVICES, LLC History No change 6,712 1,089 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History Added to 6,309 1,076 0.08% 0.08% 327 +6 0.1% Q3 2026 Oct 20, 2026
Concurrent Investment Advisors, LLC History Added to 6,268 1,069 0.01% 0.01% 328 +374 6.35% Q3 2026 Oct 16, 2026
MOKAN Wealth Management Inc. History No change 6,576 1,067 0.41% 0.41% 329 0 0.0% Q2 2026 Jul 27, 2026
HANCOCK WHITNEY CORP History No change 6,560 1,065 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History Added to 6,218 1,061 0.01% 0.01% 331 +784 14.43% Q3 2026 Nov 03, 2026
AXQ CAPITAL, LP History No change 6,488 1,053 0.11% 0.11% 332 0 0.0% Q2 2026 Aug 06, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 6,168 1,052 0.11% 0.11% 333 -372 -5.69% Q3 2026 Oct 22, 2026
NewEdge Advisors, LLC History No change 6,435 1,044 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 6,100 1,041 0.0% 0.0% 335 0 0.0% Q3 2026 Nov 05, 2026
SEB Asset Management AB History Reduced 5,998 1,023 0.0% 0.01% 336 -18,262 -75.28% Q3 2026 Nov 04, 2026
GLENMEDE TRUST CO NA History No change 6,290 1,021 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,290 1,021 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History Added to 5,969 1,018 0.0% 0.0% 339 +555 10.25% Q3 2026 Nov 02, 2026
Sequoia Financial Advisors, LLC History No change 6,251 1,014 0.01% 0.01% 340 0 0.0% Q2 2026 Jul 17, 2026
Raiffeisen Bank International AG History Reduced 5,768 985 0.01% 0.02% 342 -6,843 -54.26% Q3 2026 Oct 28, 2026
HB Wealth Management, LLC History Added to 5,801 985 0.01% 0.0% 341 +428 7.97% Q3 2026 Oct 23, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,916 960 0.0% 0.0% 343 0 0.0% Q2 2026 Sep 23, 2026
South Dakota Investment Council History No change 5,900 958 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 5,805 942 0.2% 0.2% 345 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 5,772 937 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
WBI INVESTMENTS, LLC History Added to 5,446 929 0.24% 0.08% 347 +3,343 158.96% Q3 2026 Nov 05, 2026
Rockefeller Capital Management L.P. History No change 5,723 929 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 13, 2026
ADAMS NATURAL RESOURCES FUND, INC. History No change 5,400 921 0.11% 0.11% 349 0 0.0% Q3 2026 Oct 21, 2026
Candriam S.C.A. History Reduced 5,362 918 0.0% 0.0% 350 -6 -0.11% Q3 2026 Nov 03, 2026
Riverwater Partners LLC History Added to 5,292 903 0.25% 0.23% 353 +466 9.66% Q3 2026 Nov 03, 2026
Equitable Holdings, Inc. History No change 5,566 903 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 17, 2026
Empowered Funds, LLC History No change 5,563 903 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
TECTONIC ADVISORS LLC History Added to 5,281 901 0.04% 0.04% 354 +703 15.36% Q3 2026 Oct 22, 2026
World Investment Advisors History No change 5,192 896 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,478 889 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 13, 2026
MIDDLETON & CO INC/MA History Added to 5,152 879 0.09% 0.09% 357 +150 3.0% Q3 2026 Oct 23, 2026
Saudi Central Bank History No change 5,384 874 0.01% 0.01% 358 0 0.0% Q2 2026 Jul 30, 2026
AMICA MUTUAL INSURANCE CO History No change 5,323 864 0.07% 0.07% 359 0 0.0% Q2 2026 Aug 05, 2026
L2 Asset Management, LLC History No change 5,288 858 0.09% 0.09% 360 0 0.0% Q2 2026 Aug 13, 2026
DT Investment Partners, LLC History No change 5,000 853 0.06% 0.06% 361 0 0.0% Q3 2026 Oct 27, 2026
Chicago Partners Investment Group LLC History Added to 4,672 849 0.02% 0.01% 362 +1,323 39.5% Q3 2026 Oct 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 4,892 834 0.01% 0.01% 363 +2,011 69.8% Q3 2026 Oct 23, 2026
Gibbs Wealth Management History Added to 4,858 829 0.09% 0.09% 364 +467 10.64% Q3 2026 Oct 22, 2026
HUB Investment Partners, LLC History Added to 4,834 825 0.01% 0.01% 365 +2,517 108.63% Q3 2026 Nov 03, 2026
Norinchukin Bank, The History No change 5,071 823 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 5,034 817 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 12, 2026
Twelve Points Wealth Management LLC History Reduced 4,449 810 0.15% 0.15% 368 -260 -5.52% Q3 2026 Nov 03, 2026
Brevan Howard Capital Management LP History No change 4,988 809 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 14, 2026
First City Capital Management, Inc. History No change 4,730 807 0.4% 0.37% 370 0 0.0% Q3 2026 Oct 27, 2026
MIZUHO SECURITIES USA LLC History No change 4,673 806 0.02% 0.02% 371 0 0.0% Q2 2026 Jul 24, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 4,782 776 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,417 753 0.01% 0.01% 373 +680 18.2% Q3 2026 Oct 27, 2026
AMG National Trust Bank History No change 4,400 750 0.02% 0.01% 374 0 0.0% Q3 2026 Nov 05, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 4,378 747 0.0% 0.02% 375 -172,380 -97.52% Q3 2026 Oct 29, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 4,592 745 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 4,319 741 0.0% 0.0% 377 +495 12.94% Q3 2026 Nov 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 4,501 735 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 13, 2026
National Pension Service History No change 4,497 730 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
WINNACLE WEALTH LLC History Reduced 4,256 726 0.48% 0.54% 380 -624 -12.79% Q3 2026 Oct 14, 2026
DAVENPORT & Co LLC History Reduced 4,225 721 0.0% 0.22% 381 -271,128 -98.47% Q3 2026 Oct 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,400 714 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 14, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 4,126 704 0.02% 0.02% 383 -130 -3.05% Q3 2026 Nov 04, 2026
Pure Financial Advisors, LLC History No change 4,322 701 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 14, 2026
Strategic Global Advisors, LLC History No change 4,320 701 0.1% 0.1% 385 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History Reduced 4,091 698 0.0% 0.01% 386 -28,055 -87.27% Q3 2026 Oct 27, 2026
Prudent Man Advisors, LLC History Reduced 4,069 694 0.16% 0.16% 387 -131 -3.12% Q3 2026 Nov 03, 2026
Jump Financial, LLC History No change 4,220 685 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 4,003 683 0.01% 0.01% 389 0 0.0% Q3 2026 Oct 28, 2026
Maryland State Retirement & Pension System History No change 4,130 670 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 30, 2026
OpenArc Corporate Advisory, LLC History Added to 3,920 669 0.01% 0.0% 391 +2,303 142.42% Q3 2026 Oct 21, 2026
&PARTNERS History No change 4,115 668 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 3,880 662 0.1% 0.09% 393 0 0.0% Q3 2026 Nov 03, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 3,875 661 0.02% 0.02% 394 0 0.0% Q3 2026 Nov 05, 2026
MQS Management LLC History No change 4,031 654 0.8% 0.8% 395 0 0.0% Q2 2026 Aug 07, 2026
SBI Okasan Asset Management Co.Ltd. History No change 4,000 653 0.02% 0.02% 396 0 0.0% Q2 2026 Jul 21, 2026
Frec Markets, Inc. History No change 4,007 650 0.06% 0.06% 397 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 3,989 647 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Added to 3,774 644 0.01% 0.01% 399 +499 15.24% Q3 2026 Oct 21, 2026
Avior Wealth Management, LLC History Reduced 3,764 642 0.02% 0.02% 400 -793 -17.4% Q3 2026 Oct 13, 2026
Manchester Capital Management LLC History Reduced 3,738 637 0.09% 0.08% 401 -208 -5.27% Q3 2026 Oct 22, 2026
Fifth Third Wealth Advisors LLC History New 3,727 636 0.02% — 402 +3,727 New Q3 2026 Oct 22, 2026
Louisiana State Employees Retirement System History Reduced 3,700 631 0.01% 0.01% 403 -200 -5.13% Q3 2026 Oct 20, 2026
Rossmore Private Capital History No change 3,664 625 0.05% 0.05% 404 0 0.0% Q3 2026 Oct 27, 2026
TWIN CAPITAL MANAGEMENT INC History No change 3,723 604 0.07% 0.07% 405 0 0.0% Q2 2026 Aug 06, 2026
NOMURA HOLDINGS INC History No change 3,711 602 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 14, 2026
HOLDERNESS INVESTMENTS CO History No change 3,706 601 0.1% 0.1% 407 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History Added to 3,419 583 0.01% 0.01% 408 +1,489 77.15% Q3 2026 Nov 04, 2026
Aaron Wealth Advisors LLC History Reduced 3,391 578 0.03% 0.04% 409 -1,225 -26.54% Q3 2026 Oct 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 3,544 575 0.07% 0.07% 410 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 3,495 567 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 3,466 562 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 3,259 556 0.05% 0.05% 413 0 0.0% Q3 2026 Nov 03, 2026
PROFUND ADVISORS LLC History Reduced 3,210 547 0.02% 0.02% 414 -1,249 -28.01% Q3 2026 Oct 28, 2026
Quantbot Technologies LP History No change 3,375 547 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 3,366 546 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 3,360 545 0.4% 0.4% 417 0 0.0% Q2 2026 Jul 24, 2026
Kera Capital Partners, Inc. History No change 3,324 539 0.05% 0.05% 418 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 3,110 530 0.0% 0.0% 419 +1,351 76.81% Q3 2026 Oct 08, 2026
GAMMA Investing LLC History Added to 3,088 527 0.02% 0.01% 420 +1,876 154.79% Q3 2026 Oct 08, 2026
Orion Porfolio Solutions, LLC History No change 3,230 524 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 3,200 522 0.01% 0.01% 422 0 0.0% Q2 2026 Aug 13, 2026
Sterling Group Wealth Management, LLC History No change 2,969 506 0.2% 0.2% 423 0 0.0% Q3 2026 Nov 03, 2026
Aquatic Capital Management LLC History No change 3,099 503 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 14, 2026
Morningstar Investment Management LLC History No change 2,911 502 0.03% 0.03% 425 0 0.0% Q2 2026 Jul 21, 2026
Hummer Financial Advisory Services Inc History No change 2,910 496 0.32% 0.31% 426 0 0.0% Q3 2026 Oct 08, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 2,900 494 0.0% 0.01% 427 -12,100 -80.67% Q3 2026 Oct 15, 2026
MUFG Securities EMEA plc History No change 3,027 491 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History Added to 2,826 482 0.01% 0.0% 429 +1,081 61.95% Q3 2026 Oct 23, 2026
State of Wyoming History New 2,819 481 0.04% — 430 +2,819 New Q3 2026 Oct 28, 2026
Wealthfront Advisers LLC History No change 2,962 480 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 07, 2026
Empirical Finance, LLC History No change 2,935 476 0.02% 0.02% 432 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 2,917 473 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 03, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 2,876 466 0.06% 0.06% 434 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History Added to 2,721 464 0.04% 0.04% 435 +37 1.38% Q3 2026 Oct 21, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 2,700 460 0.0% — 437 +2,700 New Q3 2026 Oct 28, 2026
Employees Retirement System of Texas History No change 2,832 460 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 2,783 451 0.05% 0.05% 438 0 0.0% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History New 2,630 448 0.01% — 439 +2,630 New Q3 2026 Nov 05, 2026
Azimuth Capital Investment Management LLC History No change 2,710 439 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 12, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 2,696 437 0.05% 0.05% 441 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 2,696 437 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 18, 2026
Baker Avenue Asset Management, LP History No change 2,690 436 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 28, 2026
OSSIAM History No change 2,691 436 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 2,648 429 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 2,606 423 0.09% 0.09% 446 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 2,463 420 0.01% 0.01% 447 -76 -2.99% Q3 2026 Nov 02, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,576 418 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History New 2,447 417 0.0% — 450 +2,447 New Q3 2026 Oct 28, 2026
Meeder Advisory Services, Inc. History No change 2,573 417 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,536 411 0.0% 0.0% 451 0 0.0% Q2 2026 Sep 23, 2026
Verition Fund Management LLC History No change 2,530 410 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History Reduced 2,398 409 0.02% 0.02% 453 -44 -1.8% Q3 2026 Nov 02, 2026
TWO SIGMA SECURITIES, LLC History No change 2,507 407 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 14, 2026
GROUPAMA ASSET MANAGMENT History No change 2,457 401 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
North Dakota State Investment Board History Added to 2,346 400 0.02% 0.02% 456 +59 2.58% Q3 2026 Oct 27, 2026
Horizon Investments, LLC History No change 2,463 399 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 2,452 398 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 12, 2026
SYON CAPITAL LLC History No change 2,456 398 0.02% 0.02% 459 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 2,327 397 0.11% 0.06% 460 -260 -10.05% Q3 2026 Oct 30, 2026
COURIER CAPITAL LLC History Added to 2,324 396 0.02% 0.01% 461 +700 43.1% Q3 2026 Oct 19, 2026
Cresset Asset Management, LLC History No change 2,436 395 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 2,309 394 0.01% 0.05% 463 -15,696 -87.18% Q3 2026 Oct 22, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 2,300 392 0.0% 0.01% 464 -6,877 -74.94% Q3 2026 Oct 20, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 2,254 384 0.02% 0.02% 465 -6,288 -73.61% Q3 2026 Oct 21, 2026
Wilmington Savings Fund Society, FSB History Reduced 2,243 382 0.01% 0.01% 466 -1,800 -44.52% Q3 2026 Oct 23, 2026
Legacy Wealth Management, LLC / MS History No change 2,240 382 0.11% 0.09% 467 0 0.0% Q3 2026 Oct 29, 2026
STRS OHIO History Added to 2,209 377 0.0% 0.0% 468 +594 36.78% Q3 2026 Oct 30, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 2,195 374 0.01% 0.01% 470 -17 -0.77% Q3 2026 Oct 22, 2026
MUFG SECURITIES AMERICAS INC. History No change 2,304 374 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,275 369 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,153 367 0.02% 0.02% 472 0 0.0% Q3 2026 Nov 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,261 367 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,233 362 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 13, 2026
Miller Investment Management, LP History No change 2,230 362 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 2,224 360 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
iSAM Funds (UK) Ltd History No change 2,200 357 0.25% 0.25% 477 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,189 355 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 2,191 355 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 13, 2026
OSTRUM ASSET MANAGEMENT History No change 2,187 355 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 2,168 351 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 13, 2026
SUMMITRY LLC History No change 2,152 349 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 21, 2026
Cadent Capital Advisors, LLC History Added to 2,033 346 0.07% 0.07% 483 +2 0.1% Q3 2026 Oct 09, 2026
Williams Jones Wealth Management, LLC. History Reduced 2,016 344 0.0% 0.0% 486 -15 -0.74% Q3 2026 Nov 05, 2026
FIDUCIARY TRUST CO History No change 2,124 344 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
Birch Hill Investment Advisors LLC History No change 2,020 344 0.01% 0.01% 485 0 0.0% Q3 2026 Oct 16, 2026
Symmetry Partners, LLC History New 1,997 340 0.02% — 487 +1,997 New Q3 2026 Oct 27, 2026
Lido Advisors, LLC History New 1,989 339 0.0% — 489 +1,989 New Q3 2026 Nov 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,988 339 0.0% 0.0% 488 +58 3.01% Q3 2026 Nov 04, 2026
Global Retirement Partners, LLC History No change 2,086 338 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 06, 2026
FIL Ltd History No change 2,077 337 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 2,078 337 0.02% 0.02% 492 0 0.0% Q2 2026 Aug 14, 2026
Oakmont Advisory Group, LLC History No change 2,080 337 0.28% 0.28% 493 0 0.0% Q2 2026 Aug 03, 2026
Blue Trust, Inc. History Reduced 1,960 334 0.0% 0.0% 494 -131 -6.26% Q3 2026 Oct 15, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 2,047 332 0.08% 0.08% 495 0 0.0% Q2 2026 Aug 11, 2026
Essex Bank History No change 1,942 331 0.07% 0.07% 496 0 0.0% Q3 2026 Oct 16, 2026
Dana Investment Advisors, Inc. History No change 2,031 329 0.01% 0.01% 497 0 0.0% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 2,025 328 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 14, 2026
W1M Asset Management Ltd History No change 2,020 327 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,030 325 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 2,006 325 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 11, 2026
Lakeridge Wealth Management LLC History No change 2,006 325 0.12% 0.12% 502 0 0.0% Q2 2026 Jul 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 2,001 324 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 1,991 323 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,962 318 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 1,936 314 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History Added to 1,820 310 0.01% 0.01% 507 +175 10.64% Q3 2026 Oct 29, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 1,908 309 0.02% 0.02% 508 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History New 1,808 308 0.01% — 509 +1,808 New Q3 2026 Oct 13, 2026
MATHER GROUP, LLC. History Reduced 1,789 305 0.0% 0.0% 510 -2 -0.11% Q3 2026 Oct 14, 2026
AAFMAA Wealth Management & Trust LLC History No change 1,789 305 0.1% 0.1% 511 0 0.0% Q3 2026 Oct 14, 2026
Capital Investment Advisors, LLC History Added to 1,771 302 0.0% 0.0% 512 +258 17.05% Q3 2026 Oct 22, 2026
Portside Wealth Group, LLC History Added to 1,768 301 0.03% 0.03% 513 +98 5.87% Q3 2026 Oct 20, 2026
Heritage Trust Co History No change 1,852 300 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 06, 2026
VIAWEALTH, LLC History No change 1,854 300 0.15% 0.15% 515 0 0.0% Q2 2026 Aug 11, 2026
Canada Post Corp Registered Pension Plan History No change 1,815 294 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 1,802 292 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 1,768 287 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 1,757 285 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 1,735 281 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 1,731 281 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History Added to 1,638 279 0.01% — 523 +1,632 27200.0% Q3 2026 Nov 04, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,719 279 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 12, 2026
Kintegral Advisory, LLC History Added to 1,632 278 0.02% 0.02% 524 +9 0.55% Q3 2026 Oct 16, 2026
Crestwood Advisors Group, LLC History Reduced 1,616 275 0.0% 0.0% 527 -60 -3.58% Q3 2026 Oct 27, 2026
Nilsine Partners, LLC History Reduced 1,612 275 0.02% 0.02% 528 -37 -2.24% Q3 2026 Nov 02, 2026
HUNTINGTON NATIONAL BANK History No change 1,694 275 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 1,694 275 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 03, 2026
PARK AVENUE SECURITIES LLC History Added to 1,597 273 0.0% 0.0% 529 +28 1.78% Q3 2026 Oct 26, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Reduced 1,576 268 0.04% 0.04% 530 -50 -3.08% Q3 2026 Oct 19, 2026
ANCHYRA PARTNERS LLC History New 1,547 264 0.06% — 531 +1,547 New Q3 2026 Oct 13, 2026
TEMA ETFS LLC History Added to 1,542 263 0.01% 0.01% 534 +378 32.47% Q3 2026 Oct 16, 2026
Powell Investment Advisors, LLC History No change 1,544 263 0.08% 0.08% 532 0 0.0% Q3 2026 Oct 21, 2026
Delta Global Management LP History No change 1,622 263 0.03% 0.03% 533 0 0.0% Q2 2026 Aug 13, 2026
Moss Adams Wealth Advisors LLC History New 1,527 260 0.02% — 536 +1,527 New Q3 2026 Oct 28, 2026
NORDEN GROUP LLC History Reduced 1,528 260 0.02% 0.02% 535 -107 -6.54% Q3 2026 Oct 20, 2026
McElhenny Sheffield Capital Management, LLC History No change 1,597 259 0.06% 0.06% 537 0 0.0% Q2 2026 Jul 22, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Added to 1,504 256 0.24% 0.18% 539 +96 6.82% Q3 2026 Oct 22, 2026
Waldron Private Wealth LLC History No change 1,500 256 0.01% 0.01% 538 0 0.0% Q3 2026 Nov 02, 2026
West Family Investments, Inc. History No change 1,573 255 0.07% 0.07% 540 0 0.0% Q2 2026 Aug 10, 2026
GREENLEAF TRUST History Reduced 1,492 254 0.0% 0.0% 541 -499 -25.06% Q3 2026 Oct 29, 2026
SAX WEALTH ADVISORS, LLC History New 1,481 252 0.01% — 542 +1,481 New Q3 2026 Oct 13, 2026
Cyndeo Wealth Partners, LLC History New 1,481 252 0.01% — 543 +1,481 New Q3 2026 Oct 16, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,552 251 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 12, 2026
Blueshift Asset Management, LLC History No change 1,550 251 0.06% 0.06% 545 0 0.0% Q2 2026 Aug 14, 2026
ROMAN BUTLER FULLERTON & CO History New 1,411 247 0.06% — 546 +1,411 New Q3 2026 Oct 26, 2026
Brookstone Capital Management History Added to 1,440 245 0.0% 0.0% 547 +65 4.73% Q3 2026 Oct 22, 2026
MAI Capital Management History No change 1,507 244 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 14, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History No change 1,500 243 0.12% 0.12% 549 0 0.0% Q2 2026 Aug 14, 2026
Compass Ion Advisors, LLC History No change 1,427 243 0.02% 0.02% 550 0 0.0% Q3 2026 Oct 23, 2026
Larson Financial Group LLC History Added to 1,424 242 0.01% 0.0% 551 +825 137.73% Q3 2026 Nov 05, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 1,409 240 0.04% 0.05% 552 -212 -13.08% Q3 2026 Oct 28, 2026
Vestcor Inc History No change 1,465 238 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History Added to 1,381 235 0.0% 0.0% 554 +592 75.03% Q3 2026 Nov 03, 2026
Astoria Portfolio Advisors LLC. History No change 1,448 235 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 28, 2026
Torrey-Payne Wealth Management, LLC History No change 1,448 235 0.19% 0.19% 556 0 0.0% Q2 2026 Jul 23, 2026
Independent Advisor Alliance History No change 1,430 232 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 1,427 231 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 10, 2026
INTRUST BANK NA History No change 1,417 230 0.02% 0.02% 559 0 0.0% Q2 2026 Aug 05, 2026
LOWE BROCKENBROUGH & CO INC History No change 1,397 226 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 03, 2026
BENJAMIN EDWARDS INC History No change 1,392 225 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 1,380 224 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 27, 2026
Claret Asset Management Corp History No change 1,382 224 0.02% 0.02% 563 0 0.0% Q2 2026 Jul 27, 2026
Linden Thomas Advisory Services, LLC History Added to 1,304 222 0.02% 0.02% 565 +10 0.77% Q3 2026 Oct 19, 2026
River Wealth Advisors LLC History No change 1,370 222 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 04, 2026
FEDERATED HERMES, INC. History No change 1,353 219 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,351 219 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 10, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,328 215 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,326 215 0.0% 0.0% 569 0 0.0% Q2 2026 Sep 08, 2026
Caldwell Trust Co History No change 1,263 215 0.02% 0.02% 570 0 0.0% Q3 2026 Oct 30, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 1,257 214 0.0% 0.0% 571 -100 -7.37% Q3 2026 Oct 13, 2026
Asset Dedication, LLC History No change 1,252 213 0.01% 0.01% 572 0 0.0% Q3 2026 Nov 02, 2026
Northern Financial Advisors Inc History No change 1,252 213 0.14% 0.13% 573 0 0.0% Q3 2026 Oct 28, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 1,237 211 0.02% 0.02% 574 -104 -7.76% Q3 2026 Oct 06, 2026
NorthCrest Asset Manangement, LLC History New 1,253 210 0.0% — 576 +1,253 New Q3 2026 Oct 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 1,231 210 0.0% — 575 +1,231 New Q3 2026 Oct 30, 2026
Meridian Financial Advisors, LLC History New 1,231 210 0.1% — 577 +1,231 New Q3 2026 Oct 14, 2026
MGO ONE SEVEN LLC History Reduced 1,230 209 0.0% 0.0% 578 -134 -9.82% Q3 2026 Oct 28, 2026
Talon Private Wealth, LLC History No change 1,287 208 0.02% 0.02% 579 0 0.0% Q2 2026 Sep 11, 2026
SEEDS INVESTOR LLC History No change 1,278 207 0.02% 0.02% 580 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History New 1,207 206 0.01% — 581 +1,207 New Q3 2026 Oct 30, 2026
Versant Capital Management, Inc History Added to 1,207 205 0.02% 0.01% 582 +242 25.08% Q3 2026 Oct 01, 2026
VestGen Advisors, LLC History New 1,195 203 0.01% — 583 +1,195 New Q3 2026 Oct 27, 2026
Platform Technology Partners History Reduced 1,178 201 0.03% 0.04% 584 -456 -27.91% Q3 2026 Nov 02, 2026
Allworth Financial LP History No change 1,183 192 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 1,045 178 0.0% 0.0% 586 0 0.0% Q3 2026 Oct 05, 2026
FIRST HORIZON CORP History Reduced 989 168 0.01% 0.01% 587 -10 -1.0% Q3 2026 Oct 26, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 960 163 0.04% 0.03% 588 0 0.0% Q3 2026 Oct 16, 2026
Smartleaf Asset Management LLC History No change 941 153 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 911 147 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 14, 2026
COHEN & STEERS, INC. History No change 900 146 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 14, 2026
Westfuller Advisors, LLC History No change 889 144 0.05% 0.05% 592 0 0.0% Q2 2026 Jul 29, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 816 139 0.0% 0.0% 593 0 0.0% Q3 2026 Oct 23, 2026
UMB Bank, n.a. History No change 859 139 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History New 794 135 0.0% — 595 +794 New Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History Added to 789 134 0.01% 0.01% 596 +169 27.26% Q3 2026 Oct 27, 2026
CX Institutional History Added to 768 131 0.0% 0.0% 597 +216 39.13% Q3 2026 Oct 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 737 119 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 700 113 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 623 106 0.0% 0.0% 601 +318 104.26% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 656 106 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 630 102 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 562 91 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 565 91 0.02% 0.02% 604 0 0.0% Q2 2026 Jul 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 529 90 0.0% 0.0% 605 +14 2.72% Q3 2026 Oct 28, 2026
WHITTIER TRUST CO History No change 523 86 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 27, 2026
Clean Yield Group History No change 504 86 0.02% 0.02% 607 0 0.0% Q3 2026 Oct 28, 2026
ROTHSCHILD INVESTMENT LLC History No change 516 83 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History Added to 472 80 0.01% 0.0% 609 +428 972.73% Q3 2026 Oct 14, 2026
Bayforest Capital Ltd History Added to 472 80 0.12% 0.02% 610 +350 286.89% Q3 2026 Nov 03, 2026
Covestor Ltd History Added to 454 78 0.05% 0.03% 611 +146 47.4% Q3 2026 Oct 30, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 419 71 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 09, 2026
EverSource Wealth Advisors, LLC History Added to 408 69 0.0% 0.0% 613 +130 46.76% Q3 2026 Nov 04, 2026
HARBOUR INVESTMENTS, INC. History No change 413 67 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
TIAA Wealth Investment Management LLC History No change 415 67 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History Added to 375 64 0.01% 0.01% 617 +20 5.63% Q3 2026 Oct 26, 2026
Crewe Advisors LLC History No change 400 64 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 23, 2026
Markowski Investments History No change 380 64 0.01% 0.01% 618 0 0.0% Q3 2026 Oct 30, 2026
CoreCap Advisors, LLC History Added to 365 62 0.0% 0.0% 619 +2 0.55% Q3 2026 Oct 08, 2026
Silvant Capital Management LLC History No change 368 59 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 11, 2026
GK Wealth Management LLC History New 344 58 0.03% — 622 +344 New Q3 2026 Oct 09, 2026
Grove Bank & Trust History Added to 341 58 0.01% 0.01% 621 +25 7.91% Q3 2026 Oct 08, 2026
Strengthening Families & Communities, LLC History Reduced 327 55 0.01% 0.01% 623 -16 -4.66% Q3 2026 Oct 21, 2026
ADIRONDACK TRUST CO History No change 300 51 0.02% 0.01% 624 0 0.0% Q3 2026 Oct 14, 2026
LOOMIS SAYLES & CO L P History No change 308 50 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History Reduced 277 47 0.0% 0.0% 626 -1 -0.36% Q3 2026 Oct 26, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 260 44 0.0% 0.01% 627 -82 -23.98% Q3 2026 Oct 23, 2026
FINANCIAL CONSULATE, INC History No change 253 43 0.0% 0.0% 628 0 0.0% Q3 2026 Oct 23, 2026
Roxbury Financial LLC History Added to 249 42 0.03% 0.03% 629 +1 0.4% Q3 2026 Oct 01, 2026
Root Financial Partners, LLC History New 236 40 0.0% — 630 +236 New Q3 2026 Oct 21, 2026
Barnes Dennig Private Wealth Management LLC History No change 232 39 0.03% 0.03% 631 0 0.0% Q3 2026 Oct 30, 2026
CITY HOLDING CO History Reduced 225 38 0.0% 0.0% 632 -20 -8.16% Q3 2026 Oct 19, 2026
Costello Asset Management, INC History No change 223 38 0.01% 0.01% 633 0 0.0% Q3 2026 Oct 30, 2026
Elyxium Wealth, LLC History New 220 37 0.0% — 634 +220 New Q3 2026 Oct 27, 2026
Measured Wealth Private Client Group, LLC History No change 224 36 0.01% 0.01% 635 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 228 36 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 07, 2026
Alpine Bank Wealth Management History Added to 206 35 0.0% 0.0% 637 +20 10.75% Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History No change 200 34 0.01% 0.01% 638 0 0.0% Q3 2026 Oct 28, 2026
CYBER HORNET ETFs LLC History No change 207 33 0.02% 0.02% 639 0 0.0% Q2 2026 Aug 24, 2026
Financial Network Wealth Advisors LLC History Added to 190 32 0.03% 0.03% 641 +24 14.46% Q3 2026 Oct 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 198 32 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 05, 2026
Godfrey Financial Associates, Inc. History No change 201 32 0.02% 0.02% 642 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Reduced 186 31 0.0% 0.0% 643 -4 -2.11% Q3 2026 Oct 16, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 180 30 0.01% 0.01% 646 -16 -8.16% Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History Added to 176 30 0.0% 0.0% 644 +10 6.02% Q3 2026 Oct 21, 2026
IFG Advisory, LLC History No change 185 30 0.0% 0.0% 645 0 0.0% Q2 2026 Aug 13, 2026
Vanguard National Trust Co History No change 189 30 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 180 29 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 180 29 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 166 28 0.0% 0.0% 651 +1 0.61% Q3 2026 Oct 27, 2026
Atlantic Union Bankshares Corp History No change 176 28 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 11, 2026
Steigerwald, Gordon & Koch Inc. History No change 176 28 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 165 28 0.0% 0.0% 653 0 0.0% Q3 2026 Oct 16, 2026
LRI Investments, LLC History No change 163 26 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 14, 2026
ASSETMARK, INC History Reduced 150 25 0.0% 0.0% 655 -113 -42.97% Q3 2026 Oct 21, 2026
Basecamp Wealth Advisors LLC History No change 156 25 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 14, 2026
MCDONALD PARTNERS LLC History No change 146 24 0.01% 0.01% 657 0 0.0% Q3 2026 Nov 03, 2026
Latitude Advisors, LLC History New 140 23 0.01% — 661 +140 New Q3 2026 Oct 27, 2026
LOUISBOURG INVESTMENTS INC. History New 140 23 0.0% — 662 +140 New Q3 2026 Oct 20, 2026
Smithfield Trust Co History No change 140 23 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 05, 2026
Quest 10 Wealth Builders, Inc. History No change 140 23 0.02% 0.02% 659 0 0.0% Q3 2026 Nov 02, 2026
Kennebec Savings Bank History No change 139 23 0.02% 0.02% 660 0 0.0% Q3 2026 Oct 22, 2026
Trust Co History No change 134 22 0.0% 0.0% 663 0 0.0% Q3 2026 Oct 09, 2026
MassMutual Private Wealth & Trust, FSB History Added to 126 21 0.0% 0.0% 664 +37 41.57% Q3 2026 Oct 05, 2026
Essential Partners LLC History Added to 119 20 0.01% — 666 +116 3866.67% Q3 2026 Oct 14, 2026
Keating Financial Advisory Services, Inc. History No change 129 20 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History Reduced 112 19 0.0% 0.0% 667 -4 -3.45% Q3 2026 Nov 03, 2026
FIRST UNITED BANK & TRUST History No change 106 18 0.01% 0.0% 668 0 0.0% Q3 2026 Oct 22, 2026
Canton Hathaway, LLC History New 102 17 0.0% — 671 +102 New Q3 2026 Oct 23, 2026
HM PAYSON & CO History No change 109 17 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 17, 2026
BFC Planning, Inc. History No change 106 17 0.0% 0.0% 670 0 0.0% Q2 2026 Oct 29, 2026
Osbon Capital Management LLC History No change 100 16 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 99 16 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 12, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 100 16 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History Reduced 89 15 0.0% 0.0% 675 -8 -8.25% Q3 2026 Oct 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 92 14 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 31, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 89 14 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 27, 2026
BIRCH FINANCIAL GROUP, LLC History New 77 13 0.01% — 682 +77 New Q3 2026 Oct 27, 2026
MEEDER ASSET MANAGEMENT INC History No change 86 13 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 85 13 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 80 13 0.0% 0.0% 680 0 0.0% Q3 2026 Oct 30, 2026
1620 INVESTMENT ADVISORS, INC. History No change 80 13 0.01% 0.01% 681 0 0.0% Q3 2026 Nov 04, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 75 12 0.0% 0.0% 685 +30 66.67% Q3 2026 Oct 19, 2026
BOKF, NA History Reduced 73 12 0.0% 0.0% 683 -7 -8.75% Q3 2026 Oct 27, 2026
Institute for Wealth Management, LLC. History No change 77 12 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 28, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 66 11 0.0% — 691 +66 New Q3 2026 Oct 16, 2026
Cromwell Holdings LLC History Added to 66 11 0.0% 0.0% 689 +17 34.69% Q3 2026 Oct 28, 2026
CENTRAL TRUST Co History No change 66 11 0.0% 0.0% 686 0 0.0% Q3 2026 Nov 05, 2026
Investors Research Corp History No change 69 11 0.0% 0.0% 687 0 0.0% Q3 2026 Oct 07, 2026
Princeton Global Asset Management LLC History No change 68 11 0.0% 0.0% 688 0 0.0% Q3 2026 Oct 21, 2026
YANKCOM Partnership History No change 70 11 0.0% 0.0% 690 0 0.0% Q3 2026 Oct 15, 2026
GoalVest Advisory LLC History New 64 10 0.0% — 693 +64 New Q3 2026 Oct 02, 2026
Pflug Koory, LLC History No change 64 10 0.0% 0.0% 692 0 0.0% Q3 2026 Oct 26, 2026
Clark Wealth Partners History New 54 9 0.0% — 697 +54 New Q3 2026 Oct 16, 2026
Rossby Financial, LCC History Reduced 58 9 0.0% 0.0% 696 -25 -30.12% Q3 2026 Nov 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 60 9 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 53 9 0.0% 0.0% 695 0 0.0% Q3 2026 Oct 22, 2026
GW&K Investment Management, LLC History No change 49 8 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 12, 2026
Marquette Asset Management, LLC History No change 52 8 0.0% 0.0% 699 0 0.0% Q3 2026 Oct 09, 2026
Prestige Wealth Management Group LLC History No change 52 8 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 14, 2026
CVA Family Office, LLC History No change 51 8 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 07, 2026
WOLFF WIESE MAGANA LLC History No change 50 8 0.0% 0.0% 702 0 0.0% Q3 2026 Oct 15, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 50 8 0.01% 0.01% 703 0 0.0% Q3 2026 Oct 13, 2026
Essential Investment Partners LLC History New 43 7 0.0% — 705 +43 New Q3 2026 Oct 27, 2026
BOK Financial Private Wealth, Inc. History No change 45 7 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 07, 2026
PITTENGER & ANDERSON INC History New 38 6 0.0% — 709 +38 New Q3 2026 Nov 02, 2026
Cedar Mountain Advisors, LLC History No change 40 6 0.0% 0.0% 706 0 0.0% Q3 2026 Oct 15, 2026
HighMark Wealth Management LLC History No change 39 6 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 12, 2026
Valued Wealth Advisors LLC History No change 38 6 0.0% 0.0% 708 0 0.0% Q3 2026 Nov 05, 2026
JNBA Financial Advisors History New 34 5 0.0% — 717 +34 New Q3 2026 Nov 03, 2026
C M BIDWELL & ASSOCIATES LTD History No change 32 5 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 34 5 0.0% 0.0% 711 0 0.0% Q2 2026 Sep 18, 2026
Financial Management Professionals, Inc. History No change 32 5 0.0% 0.0% 712 0 0.0% Q3 2026 Oct 23, 2026
Anchor Investment Management, LLC History No change 32 5 0.0% 0.0% 713 0 0.0% Q2 2026 Sep 15, 2026
LGT Financial Advisors LLC History No change 37 5 0.03% 0.03% 714 0 0.0% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History No change 31 5 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 38 5 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 13, 2026
Lynch Investment Planning, LLC History New 25 4 0.0% — 727 +25 New Q3 2026 Oct 27, 2026
ST GERMAIN D J CO INC History No change 30 4 0.0% 0.0% 718 0 0.0% Q2 2026 Jul 21, 2026
Transamerica Financial Advisors, LLC History No change 29 4 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 14, 2026
CNB Bank History No change 28 4 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 06, 2026
MTM Investment Management, LLC History No change 26 4 0.0% 0.0% 721 0 0.0% Q3 2026 Oct 30, 2026
Optiver Holding B.V. History No change 26 4 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 30 4 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 27 4 0.0% 0.01% 724 0 0.0% Q3 2026 Oct 27, 2026
Synergy Investment Management, LLC History No change 30 4 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 28 4 0.0% 0.0% 726 0 0.0% Q3 2026 Oct 20, 2026
UMB Private Wealth Management, LLC History New 22 3 0.0% — 739 +22 New Q3 2026 Oct 19, 2026
Provenance Wealth Advisors, LLC History New 20 3 0.0% — 738 +20 New Q3 2026 Oct 30, 2026
Capital Advisors, Ltd. LLC History Added to 20 3 0.0% 0.0% 730 +15 300.0% Q3 2026 Oct 27, 2026
James T. Borello RIA History Reduced 23 3 0.0% 0.0% 737 -6 -20.69% Q3 2026 Oct 16, 2026
ALBION FINANCIAL GROUP /UT History Added to 19 3 0.0% 0.0% 728 +5 35.71% Q3 2026 Oct 21, 2026
Creative Capital Management Investments LLC History Added to 23 3 0.0% 0.0% 732 +2 9.52% Q3 2026 Oct 27, 2026
Westside Investment Management, Inc. History No change 19 3 0.0% 0.0% 729 0 0.0% Q3 2026 Nov 02, 2026
Elevated Capital Advisors, LLC History No change 23 3 0.0% 0.0% 731 0 0.0% Q3 2026 Nov 04, 2026
JDM Financial Group LLC History No change 19 3 0.0% 0.0% 733 0 0.0% Q2 2026 Aug 17, 2026
Kingdom Financial Group LLC. History No change 19 3 0.0% 0.0% 734 0 0.0% Q3 2026 Nov 04, 2026
Bare Financial Services, Inc History No change 21 3 0.0% 0.0% 735 0 0.0% Q3 2026 Nov 04, 2026
Sachetta, LLC History No change 22 3 0.0% 0.0% 736 0 0.0% Q2 2026 Jul 15, 2026
Community Financial Services Group, LLC History Reduced 15 2 0.0% 0.0% 741 -50 -76.92% Q3 2026 Oct 15, 2026
ENTRUST FINANCIAL LLC History New 15 2 0.0% — 751 +15 New Q3 2026 Nov 03, 2026
Ascentis Independent Advisors History New 14 2 0.0% — 749 +14 New Q3 2026 Nov 03, 2026
Meriwether Wealth & Planning, LLC History New 13 2 0.0% — 750 +13 New Q3 2026 Oct 13, 2026
Bay Harbor Wealth Management, LLC History Added to 16 2 0.0% 0.0% 743 +1 6.67% Q3 2026 Nov 03, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History No change 14 2 0.0% 0.0% 740 0 0.0% Q3 2026 Oct 28, 2026
Bogart Wealth, LLC History No change 13 2 0.0% 0.0% 742 0 0.0% Q2 2026 Jul 24, 2026
DiNuzzo Private Wealth, Inc. History No change 14 2 0.0% 0.0% 744 0 0.0% Q3 2026 Oct 15, 2026
Principia Wealth Advisory, LLC History No change 13 2 0.0% 0.0% 745 0 0.0% Q2 2026 Aug 26, 2026
AMERIFLEX GROUP, INC. History No change 13 2 0.0% 0.0% 746 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 15 2 0.0% 0.0% 747 0 0.0% Q2 2026 Aug 17, 2026
WPG Advisers, LLC History No change 12 2 0.0% 0.0% 748 0 0.0% Q3 2026 Oct 27, 2026
Avion Wealth History Reduced 11 1 0.0% 0.0% 756 -9 -45.0% Q3 2026 Nov 03, 2026
Security National Bank History New 9 1 0.0% — 761 +9 New Q3 2026 Oct 26, 2026
Smallwood Wealth Investment Management, LLC History New 7 1 0.0% — 762 +7 New Q3 2026 Oct 30, 2026
William Mack & Associates, Inc. History New 7 1 0.0% — 763 +7 New Q3 2026 Oct 27, 2026
First Command Advisory Services, Inc. History Reduced 6 1 0.0% 0.0% 754 -3 -33.33% Q3 2026 Nov 05, 2026
Indiana Trust & Investment Management Co History No change 10 1 0.0% 0.0% 752 0 0.0% Q3 2026 Oct 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 8 1 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 27, 2026
Geneos Wealth Management Inc. History No change 10 1 0.0% 0.0% 755 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 9 1 0.0% 0.0% 757 0 0.0% Q3 2026 Oct 20, 2026
Arlington Trust Co LLC History No change 10 1 0.0% 0.0% 758 0 0.0% Q3 2026 Oct 20, 2026
Kilter Group LLC History No change 9 1 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 10 1 0.0% 0.0% 760 0 0.0% Q2 2026 Aug 04, 2026
Mn Services Vermogensbeheer B.V. History Closed out 0 0 — 0.03% — -22,500 -100.0% Q3 2026 Oct 08, 2026
IFM Investors Pty Ltd History Closed out 0 0 — 0.02% — -22,157 -100.0% Q3 2026 Oct 13, 2026
Henshaw Capital LLC History Closed out 0 0 — 0.12% — -21,784 -100.0% Q3 2026 Nov 03, 2026
WOODMONT INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.11% — -12,402 -100.0% Q3 2026 Oct 29, 2026
OP Asset Management Ltd History Closed out 0 0 — 0.02% — -10,427 -100.0% Q3 2026 Nov 05, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -10,300 -100.0% Q3 2026 Nov 05, 2026
OmniStar Financial Group, Inc. History Closed out 0 0 — 0.6% — -8,013 -100.0% Q3 2026 Oct 26, 2026
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 — 0.01% — -7,162 -100.0% Q3 2026 Oct 30, 2026
ASR Vermogensbeheer N.V. History Closed out 0 0 — 0.01% — -7,034 -100.0% Q3 2026 Oct 16, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Closed out 0 0 — 0.03% — -6,656 -100.0% Q3 2026 Oct 22, 2026
Gulf International Bank (UK) Ltd History Closed out 0 0 — 0.02% — -5,922 -100.0% Q3 2026 Oct 20, 2026
Plato Investment Management Ltd History Closed out 0 0 — 0.05% — -5,858 -100.0% Q3 2026 Nov 04, 2026
Revolve Wealth Partners, LLC History Closed out 0 0 — 0.06% — -3,638 -100.0% Q3 2026 Oct 23, 2026
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -3,440 -100.0% Q3 2026 Nov 05, 2026
ALPS ADVISORS INC History Closed out 0 0 — 0.0% — -2,941 -100.0% Q3 2026 Nov 02, 2026
FRANKLIN STREET ADVISORS INC /NC History Closed out 0 0 — 0.02% — -2,757 -100.0% Q3 2026 Oct 13, 2026
E. Ohman J:or Asset Management AB History Closed out 0 0 — 0.01% — -2,650 -100.0% Q3 2026 Oct 22, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.01% — -2,372 -100.0% Q3 2026 Oct 26, 2026
Inscription Capital, LLC History Closed out 0 0 — 0.02% — -1,734 -100.0% Q3 2026 Nov 02, 2026
Parcion Private Wealth LLC History Closed out 0 0 — 0.01% — -1,351 -100.0% Q3 2026 Oct 28, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Closed out 0 0 — 0.01% — -1,350 -100.0% Q3 2026 Oct 21, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.03% — -1,242 -100.0% Q3 2026 Oct 27, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -1,123 -100.0% Q3 2026 Nov 04, 2026
OSLO PENSJONSFORSIKRING AS History Closed out 0 0 — 0.02% — -955 -100.0% Q3 2026 Oct 15, 2026
Harel Insurance Investments & Financial Services Ltd. History Closed out 0 0 — 0.0% — -350 -100.0% Q3 2026 Nov 02, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -275 -100.0% Q3 2026 Oct 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.01% — -247 -100.0% Q3 2026 Oct 14, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -234 -100.0% Q3 2026 Oct 15, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -134 -100.0% Q3 2026 Oct 28, 2026
United Financial Planning Group LLC History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2026 Nov 04, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2026 Oct 16, 2026
Solstein Capital, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2026 Nov 02, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2026 Nov 05, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2026 Oct 07, 2026
Sunrise Financial Services, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2026 Oct 21, 2026
Axiom Investment Management LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Nov 03, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Closed out 0 0 — 0.0% — -13 -100.0% Q3 2026 Nov 04, 2026
RHL GROUP, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Nov 03, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 20, 2026
Torren Management, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 29, 2026
Bell Investment Advisors, Inc History Reduced 3 0 — 0.0% — -6 -66.67% Q3 2026 Oct 28, 2026
Ascentis Wealth Management, LLC History New 5 0 — — — +5 New Q3 2026 Nov 03, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 28, 2026
North Star Investment Management Corp. History Reduced 3 0 — — — -3 -50.0% Q3 2026 Oct 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 3 0 — — — +3 New Q3 2026 Oct 15, 2026
Mascoma Wealth Management LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Oct 23, 2026
Navigoe, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 03, 2026
NBT BANK, N.A. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 21, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 29, 2026
Activest Wealth Management History New 1 0 — — — +1 New Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 30, 2026
Silver Grove Financial Group, Inc. History Added to 4 0 — — — +1 33.33% Q3 2026 Nov 05, 2026
SBI Securities Co., Ltd. History New 1 0 — — — +1 New Q3 2026 Oct 21, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
Balance Wealth Partners LLC History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Quaker Wealth Management, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 22, 2026
Spectrum Wealth Advisory Group, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
MOTCO History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
WestEnd Advisors, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Tradewinds Capital Management, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Key FInancial Inc History No change 3 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Piscataqua Savings Bank History No change 5 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Colonial Trust Co / SC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Buck Wealth Strategies, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
IMG Wealth Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Financial Life Planners History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Investors Portfolio Services LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 5 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Cornerstone Financial Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
Medallion Wealth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026