BRAZILIAN ELECTRIC POWER CO - AXIA

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
STATE STREET CORP History No change 4,649,509 49,094 0.0% 0.0% 1 0 0.0% Q2 2026 Sep 22, 2026
BlackRock, Inc. History No change 4,462,063 47,116 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 4,116,270 43,467 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,179,849 33,568 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,947,221 20,558 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 1,789,741 18,896 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,657,938 17,506 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,617,605 17,078 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,322,310 13,961 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
Kapitalo Investimentos Ltda History No change 1,271,245 13,424 0.85% 0.85% 10 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,249,629 13,194 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
Ramirez Asset Management, Inc. History No change 1,215,157 12,832 1.34% 1.34% 12 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,188,298 12,544 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History No change 1,116,540 11,789 0.12% 0.12% 14 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,036,489 10,945 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
BARINGS LLC History No change 972,282 10,265 0.18% 0.18% 16 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 880,680 9,299 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 838,858 8,851 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 753,866 7,959 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 736,552 7,777 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 657,956 6,946 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 628,153 6,632 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 598,792 6,323 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 03, 2026
DIMENSIONAL FUND ADVISORS LP History No change 581,914 6,149 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 541,880 5,722 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 527,689 5,572 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 521,686 5,509 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 487,090 5,142 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 460,000 4,857 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 02, 2026
VAN ECK ASSOCIATES CORP History No change 421,680 4,452 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 413,509 4,329 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 13, 2026
WEXFORD CAPITAL LP History No change 406,130 4,288 0.55% 0.55% 32 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 341,489 3,606 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 337,293 3,561 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
Fundamenta Capital S.A. History No change 333,367 3,520 2.04% 2.04% 35 0 0.0% Q2 2026 Jul 28, 2026
VANGUARD FIDUCIARY TRUST CO History No change 317,072 3,347 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. History No change 289,639 3,058 2.07% 2.07% 37 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 284,418 3,003 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
TT International Asset Management LTD History No change 275,447 2,908 0.37% 0.37% 39 0 0.0% Q2 2026 Jul 07, 2026
Itau Unibanco Holding S.A. History No change 260,220 2,747 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 244,929 2,586 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 178,788 1,887 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 177,767 1,876 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
North of South Capital LLP History No change 177,337 1,872 0.14% 0.14% 44 0 0.0% Q2 2026 Jul 30, 2026
HighTower Advisors, LLC History No change 165,366 1,745 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 160,954 1,699 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 160,335 1,693 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 155,618 1,643 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 143,881 1,519 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 12, 2026
InTrack Investment Management Inc History No change 137,632 1,453 0.72% 0.72% 50 0 0.0% Q2 2026 Jul 17, 2026
Tidal Investments LLC History No change 136,881 1,445 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 134,378 1,430 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 134,863 1,423 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 131,459 1,388 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 03, 2026
VPR Management LLC History No change 126,414 1,334 0.54% 0.54% 55 0 0.0% Q2 2026 Aug 14, 2026
DELTEC ASSET MANAGEMENT LLC History No change 125,500 1,325 0.2% 0.2% 56 0 0.0% Q2 2026 Jul 21, 2026
FMR LLC History No change 122,483 1,293 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 120,551 1,272 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 115,652 1,221 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 17, 2026
DEUTSCHE BANK AG\ History No change 105,211 1,111 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 105,252 1,111 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 104,006 1,098 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 100,472 1,060 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 07, 2026
SPX Gestao de Recursos Ltda History No change 100,304 1,059 0.12% 0.12% 64 0 0.0% Q2 2026 Aug 19, 2026
RAYMOND JAMES FINANCIAL INC History No change 97,266 1,027 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 96,642 1,020 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 92,836 980 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 90,574 956 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 85,397 901 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 80,338 848 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History No change 80,034 845 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 79,106 835 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 04, 2026
Metis Global Partners, LLC History No change 77,653 820 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 10, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 76,103 803 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 30, 2026
Lester Murray Antman dba SimplyRich History No change 70,179 741 0.17% 0.17% 75 0 0.0% Q2 2026 Jul 31, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 66,343 700 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 23, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 63,156 678 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 63,944 675 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 22, 2026
Cambridge Investment Research Advisors, Inc. History No change 63,004 665 0.0% 0.0% 79 0 0.0% Q2 2026 Jul 27, 2026
PROFUND ADVISORS LLC History No change 62,488 659 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 62,059 655 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 59,224 625 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Ground Swell Capital, LLC History No change 54,818 578 0.62% 0.62% 83 0 0.0% Q2 2026 Aug 05, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 53,000 559 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 52,785 557 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 48,552 512 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 45,476 480 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 45,333 478 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 43,700 461 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 42,768 451 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 42,429 448 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 42,409 447 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 42,167 445 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 41,701 440 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 40,435 426 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 39,162 413 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 38,241 403 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 21, 2026
D.A. DAVIDSON & CO. History No change 36,442 384 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 24, 2026
Saranac Partners Ltd History No change 34,794 367 0.11% 0.11% 99 0 0.0% Q2 2026 Aug 13, 2026
FOCUSED ALPHA, LLC History No change 33,783 356 0.09% 0.09% 100 0 0.0% Q2 2026 Aug 07, 2026
Eurizon Capital SGR S.p.A. History No change 32,305 346 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 29, 2026
GQG Partners LLC History No change 30,403 321 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 30,323 320 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 07, 2026
Marex Group Ltd History No change 30,000 316 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 28,988 306 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 27,402 289 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 26,646 281 0.07% 0.07% 107 0 0.0% Q2 2026 Aug 10, 2026
BLI - Banque de Luxembourg Investments History No change 26,000 279 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 25,412 268 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 24,542 259 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 24,334 256 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 22,453 236 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 21,887 231 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 17, 2026
Avestar Capital, LLC History No change 21,089 222 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 29, 2026
LGT Group Foundation History No change 20,894 220 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 19,809 209 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
BlueCrest Capital Management Ltd History No change 19,385 204 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 19,158 202 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 18,938 199 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 18,527 195 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 18,156 191 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 18,114 191 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 10, 2026
Clearbridge Investments, LLC History No change 17,530 185 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
BAILLIE GIFFORD & CO History No change 16,280 171 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 06, 2026
M&T BANK CORP History No change 15,116 159 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 04, 2026
Caitong International Asset Management Co., Ltd History No change 14,179 149 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 13,588 146 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History No change 13,389 141 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 24, 2026
Caprock Group, LLC History No change 12,396 130 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 27, 2026
OneDigital Investment Advisors LLC History No change 11,432 120 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,305 119 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 11,392 118 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Traveka Wealth, LLC History No change 10,459 110 0.04% 0.04% 133 0 0.0% Q2 2026 Jul 21, 2026
SIGNATUREFD, LLC History No change 10,189 107 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 23, 2026
BTG Pactual Asset Management US LLC History No change 16,263 92 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 7,691 81 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 7,581 80 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 7,562 79 0.0% 0.0% 138 -127 -1.65% Q3 2026 Oct 08, 2026
GAMMA Investing LLC History Reduced 7,206 76 0.0% 0.0% 139 -589 -7.56% Q3 2026 Oct 08, 2026
Global Retirement Partners, LLC History No change 6,897 72 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,894 62 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 4,512 47 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 3,928 41 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 3,056 32 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,796 29 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,394 25 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,143 23 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,116 22 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,574 16 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,553 16 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 1,328 14 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 1,275 13 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 1,199 12 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Triumph Capital Management History No change 1,104 11 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 20, 2026
Allied Private Wealth LLC History No change 1,072 11 0.01% 0.01% 155 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 986 10 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 30, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 984 10 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 15, 2026
ROYAL BANK OF CANADA History No change 601 7 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 743 7 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 601 6 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 478 5 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 422 4 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 337 3 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 15, 2026
Silver Grove Financial Group, Inc. History No change 287 3 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 224 2 0.0% 0.0% 165 0 0.0% Q2 2026 Sep 04, 2026
JFS WEALTH ADVISORS, LLC History No change 281 2 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 10, 2026
FINANCIAL CONSULATE, INC History No change 231 2 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 225 2 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 263 2 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 15, 2026
BOK Financial Private Wealth, Inc. History No change 122 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 184 1 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 20, 2026
Versant Capital Management, Inc History Closed out 0 0 — 0.0% — -542 -100.0% Q3 2026 Oct 01, 2026
FIFTH THIRD BANCORP History No change 90 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 44 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 85 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Stone House Investment Management, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Game Plan Financial Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 81 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 27 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
True Wealth Design, LLC History No change 72 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bare Financial Services, Inc History No change 40 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 44 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 14, 2026