AXIS CAPITAL HOLDINGS LTD - AXS

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
AQR CAPITAL MANAGEMENT LLC History No change 4,229,033 454,367 0.16% 0.16% 1 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,789,822 407,178 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 3,439,517 369,541 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,918,767 369,153 0.07% 0.07% 4 +90,502 2.36% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,195,588 343,333 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,194,801 343,250 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,150,320 231,030 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 1,813,893 194,887 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 14, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 1,725,025 185,336 6.8% 6.8% 9 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,621,627 174,943 0.01% 0.01% 10 0 0.0% Q2 2026 Sep 22, 2026
Swedbank AB History Added to 1,828,630 172,256 0.15% 0.14% 11 +271,019 17.4% Q3 2026 Oct 27, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,487,323 159,797 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,382,185 148,537 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 1,367,832 146,959 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,276,540 137,151 0.21% 0.21% 15 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 1,190,009 127,854 0.1% 0.1% 16 0 0.0% Q2 2026 Sep 02, 2026
Freestone Grove Partners LP History No change 1,155,460 124,142 0.8% 0.8% 17 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,131,090 121,524 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,121,839 120,530 0.88% 0.88% 19 0 0.0% Q2 2026 Jul 23, 2026
JENNISON ASSOCIATES LLC History No change 1,057,270 113,593 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 03, 2026
LSV ASSET MANAGEMENT History No change 981,300 105,431 0.19% 0.19% 21 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 959,034 103,038 0.01% 0.01% 22 0 0.0% Q2 2026 Sep 02, 2026
NORGES BANK History No change 949,485 102,012 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 12, 2026
River Road Asset Management, LLC History No change 929,726 99,889 1.11% 1.11% 24 0 0.0% Q2 2026 Jul 17, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 859,727 92,369 1.0% 1.0% 25 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 829,801 89,153 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 687,787 73,895 0.07% 0.07% 27 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 683,520 73,437 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 660,509 70,965 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 587,071 63,074 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 542,894 58,328 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 541,752 58,205 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 541,000 58,125 0.08% 0.08% 33 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 530,728 57,021 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 501,395 53,869 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 486,570 52,277 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 474,618 51,448 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 463,031 49,748 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 460,030 49,425 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 06, 2026
Alberta Investment Management Corp History No change 450,000 48,348 0.27% 0.27% 40 0 0.0% Q2 2026 Aug 06, 2026
Boston Partners History No change 435,169 47,089 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 04, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 432,668 46,485 0.13% 0.13% 42 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 412,171 44,283 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 404,475 43,456 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 385,663 41,435 0.05% 0.05% 45 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 380,554 40,886 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 07, 2026
Woodline Partners LP History No change 377,233 40,529 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 359,850 39,525 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 387,196 39,265 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 344,125 36,972 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 373,373 35,171 0.04% 0.06% 51 -79,235 -17.51% Q3 2026 Oct 20, 2026
T. Rowe Price Investment Management, Inc. History No change 319,723 34,352 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 294,230 31,612 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 291,477 31,316 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 279,594 30,039 2.75% 2.75% 55 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 277,556 29,820 0.13% 0.13% 56 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 269,433 28,947 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 258,799 27,805 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 228,667 24,567 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 225,554 24,233 0.29% 0.29% 60 0 0.0% Q2 2026 Aug 13, 2026
Arbejdsmarkedets Tillaegspension History Reduced 249,900 23,540 0.6% 0.67% 61 -38,500 -13.35% Q3 2026 Oct 30, 2026
Invesco Ltd. History No change 213,900 22,981 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 207,277 22,268 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 187,958 20,194 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 178,117 19,136 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 163,514 17,567 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 163,500 17,566 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 162,106 17,416 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 159,157 17,099 0.07% 0.07% 69 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 151,949 16,325 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 05, 2026
Empowered Funds, LLC History No change 149,596 16,072 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 149,477 16,059 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 149,430 16,054 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 148,996 16,008 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 148,700 15,976 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 147,660 15,864 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
FIRST MANHATTAN CO. LLC. History No change 145,573 15,704 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 162,724 15,328 1.08% 1.19% 78 -2,232 -1.35% Q3 2026 Nov 02, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 122,795 13,193 0.85% 0.85% 79 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 120,099 12,903 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 117,153 12,586 0.32% 0.32% 81 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 116,425 12,508 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 113,578 12,202 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
Paradice Investment Management LLC History No change 128,154 12,072 2.03% 2.2% 84 0 0.0% Q3 2026 Oct 19, 2026
Hudson Bay Capital Management LP History No change 109,365 11,750 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 14, 2026
Prana Capital Management, LP History No change 108,700 11,678 0.35% 0.35% 86 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 108,501 11,657 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Ceredex Value Advisors LLC History No change 108,025 11,606 0.33% 0.33% 88 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 107,086 11,505 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 105,834 11,370 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 105,784 11,365 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Philadelphia Financial Management of San Francisco, LLC History No change 99,564 10,697 2.16% 2.16% 92 0 0.0% Q2 2026 Aug 14, 2026
Knights of Columbus Asset Advisors LLC History No change 98,196 10,550 0.53% 0.53% 93 0 0.0% Q2 2026 Jul 31, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 97,228 10,446 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 96,439 10,362 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 94,621 10,166 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 105,576 9,945 0.1% 0.11% 97 0 0.0% Q3 2026 Oct 15, 2026
Trexquant Investment LP History No change 86,980 9,345 0.06% 0.06% 98 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 86,533 9,297 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 24, 2026
Lighthouse Investment Partners, LLC History No change 86,476 9,290 0.25% 0.25% 100 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 84,341 9,061 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 17, 2026
Schonfeld Strategic Advisors LLC History No change 82,591 8,873 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 81,569 8,763 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 89,395 8,421 0.0% 0.0% 104 +47,486 113.31% Q3 2026 Nov 04, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 76,208 8,187 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 84,859 7,993 0.14% 0.14% 106 +5,825 7.37% Q3 2026 Oct 13, 2026
D. E. Shaw & Co., Inc. History No change 70,693 7,595 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 69,561 7,473 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 67,031 7,201 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 80,580 7,149 0.01% 0.01% 110 +7,834 10.77% Q3 2026 Oct 13, 2026
Corient Private Wealth LP History No change 65,879 7,081 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 27, 2026
Y-Intercept (Hong Kong) Ltd History Added to 75,155 7,079 0.16% 0.06% 112 +48,249 179.32% Q3 2026 Oct 16, 2026
RHUMBLINE ADVISERS History No change 64,460 6,925 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 64,149 6,892 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 06, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 64,000 6,876 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
ArrowMark Colorado Holdings LLC History No change 62,000 6,661 0.28% 0.28% 116 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 58,780 6,315 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 57,893 6,220 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History No change 57,285 6,154 0.38% 0.38% 119 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History No change 55,703 5,984 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 54,245 5,828 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 54,125 5,815 0.11% 0.11% 122 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 54,090 5,810 0.0% 0.0% 123 0 0.0% Q2 2026 Sep 23, 2026
Numerai GP LLC History No change 53,982 5,799 0.47% 0.47% 124 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 53,807 5,781 0.07% 0.07% 125 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE GROUP LLC History No change 51,696 5,554 0.23% 0.23% 126 0 0.0% Q2 2026 Aug 13, 2026
VELA Investment Management, LLC History No change 51,510 5,534 1.21% 1.21% 127 0 0.0% Q2 2026 Aug 27, 2026
Vanguard Global Advisers, LLC History No change 51,373 5,519 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 50,892 5,467 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 50,645 5,443 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 50,643 5,441 0.21% 0.21% 131 0 0.0% Q2 2026 Aug 12, 2026
Hillsdale Investment Management Inc. History No change 48,790 5,241 0.12% 0.12% 132 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 48,776 5,240 0.21% 0.21% 133 0 0.0% Q2 2026 Aug 13, 2026
BECK MACK & OLIVER LLC History No change 47,681 5,122 0.1% 0.1% 134 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 46,061 4,968 0.3% 0.3% 135 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 46,190 4,962 0.03% 0.03% 136 0 0.0% Q2 2026 Sep 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 45,985 4,940 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 19, 2026
CREDIT AGRICOLE S A History No change 45,530 4,891 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 42,213 4,535 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 42,025 4,515 0.01% 0.01% 140 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 39,970 4,294 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
Elevate Capital Advisors, LLC History Reduced 44,433 4,185 2.4% 2.98% 142 -5,985 -11.87% Q3 2026 Nov 02, 2026
Jain Global LLC History No change 38,126 4,096 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 43,330 4,081 0.0% 0.0% 144 +7,908 22.33% Q3 2026 Nov 02, 2026
PANAGORA ASSET MANAGEMENT INC History No change 37,481 4,026 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 37,008 3,976 0.09% 0.09% 146 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 36,291 3,901 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 36,114 3,880 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 35,511 3,848 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 35,391 3,802 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 34,399 3,696 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 34,237 3,678 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,023 3,655 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History No change 33,895 3,641 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Madison Asset Management, LLC History No change 32,829 3,527 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 31,837 3,420 0.04% 0.04% 156 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 31,204 3,353 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 30,646 3,292 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 17, 2026
Graham Capital Management, L.P. History No change 30,343 3,260 0.06% 0.06% 159 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 29,100 3,139 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 12, 2026
GREAT LAKES ADVISORS, LLC History No change 28,847 3,099 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 28,300 3,040 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Added to 31,610 2,978 0.01% 0.01% 163 +388 1.24% Q3 2026 Oct 22, 2026
LPL Financial LLC History No change 27,708 2,976 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 07, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 27,664 2,971 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
South Dakota Investment Council History No change 27,649 2,971 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 11, 2026
Synergy Asset Management, LLC History No change 27,321 2,935 0.28% 0.28% 167 0 0.0% Q2 2026 Jul 22, 2026
Handelsbanken Fonder AB History No change 26,700 2,869 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 10, 2026
AGF MANAGEMENT LTD History Reduced 28,538 2,688 0.01% 0.01% 169 -950 -3.22% Q3 2026 Nov 03, 2026
Oak Thistle LLC History New 28,128 2,649 0.24% — 170 +28,128 New Q3 2026 Oct 21, 2026
Dana Investment Advisors, Inc. History No change 24,350 2,616 0.07% 0.07% 171 0 0.0% Q2 2026 Aug 13, 2026
Villanova Investment Management Co History Reduced 27,087 2,551 2.55% 3.01% 172 -2,410 -8.17% Q3 2026 Nov 02, 2026
BBR PARTNERS, LLC History No change 23,389 2,512 0.12% 0.12% 173 0 0.0% Q2 2026 Aug 11, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 26,529 2,499 0.5% 0.55% 174 -4 -0.02% Q3 2026 Oct 07, 2026
Blueshift Asset Management, LLC History No change 22,741 2,443 0.57% 0.57% 175 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 21,965 2,359 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 11, 2026
Quadrature Capital Ltd History No change 21,943 2,357 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 21,932 2,356 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 10, 2026
State of New Jersey Common Pension Fund D History No change 21,922 2,355 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 04, 2026
GABELLI FUNDS LLC History No change 21,750 2,336 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 20,653 2,218 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Cannell & Spears LLC History No change 20,477 2,200 0.04% 0.04% 182 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 19,255 2,068 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 19,202 2,063 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 20, 2026
DekaBank Deutsche Girozentrale History Reduced 21,278 2,015 0.0% 0.01% 185 -16,609 -43.84% Q3 2026 Oct 27, 2026
Arizona State Retirement System History Added to 20,762 1,955 0.01% 0.01% 186 +315 1.54% Q3 2026 Nov 03, 2026
SummitTX Capital, L.P. History No change 17,995 1,933 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 17,427 1,872 0.0% 0.0% 188 0 0.0% Q2 2026 Sep 09, 2026
Achmea Investment Management B.V. History New 18,067 1,703 0.01% — 189 +18,067 New Q3 2026 Oct 30, 2026
WELLS FARGO & COMPANY/MN History No change 15,737 1,690 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 15,717 1,688 0.05% 0.05% 191 0 0.0% Q2 2026 Aug 07, 2026
Hunter Perkins Capital Management, LLC History No change 14,363 1,549 0.35% 0.35% 192 0 0.0% Q2 2026 Jul 16, 2026
Connecticut Wealth Management, LLC History No change 16,140 1,520 0.06% 0.06% 193 0 0.0% Q3 2026 Oct 13, 2026
Summit Trail Advisors, LLC History No change 13,986 1,502 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History Added to 14,422 1,480 0.03% 0.03% 195 +3,355 30.32% Q3 2026 Oct 26, 2026
Vanguard Personalized Indexing Management, LLC History No change 13,744 1,476 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 13,545 1,455 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 11, 2026
Linden Thomas Advisory Services, LLC History Added to 15,135 1,425 0.11% 0.13% 198 +431 2.93% Q3 2026 Oct 19, 2026
Vise Technologies, Inc. History Reduced 15,044 1,417 0.01% 0.02% 199 -243 -1.59% Q3 2026 Oct 28, 2026
Tuttle Capital Management, LLC History Added to 14,734 1,387 0.6% 0.46% 200 +8,340 130.43% Q3 2026 Oct 21, 2026
Amundi History No change 12,676 1,361 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
DELPHI MANAGEMENT INC /MA/ History No change 12,497 1,343 1.31% 1.31% 202 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 11,689 1,255 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
CROBAN History No change 11,225 1,205 0.53% 0.53% 204 0 0.0% Q2 2026 Aug 03, 2026
GLOBEFLEX CAPITAL L P History No change 11,158 1,198 0.15% 0.15% 205 0 0.0% Q2 2026 Aug 12, 2026
Fieldview Capital Management, LLC History No change 11,065 1,188 0.34% 0.34% 206 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History New 12,044 1,134 0.05% — 207 +12,044 New Q3 2026 Nov 02, 2026
Permanent Capital Management, LP History No change 10,053 1,083 0.15% 0.15% 208 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 10,063 1,081 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History No change 10,027 1,077 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Added to 14,020 1,076 0.01% 0.0% 211 +8,647 160.93% Q3 2026 Oct 23, 2026
Pictet Asset Management Holding SA History Reduced 11,375 1,071 0.0% 0.0% 212 -339 -2.89% Q3 2026 Nov 03, 2026
ATLAS CAPITAL ADVISORS INC. History No change 9,784 1,051 0.11% 0.11% 213 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History New 11,045 1,040 0.0% — 214 +11,045 New Q3 2026 Nov 02, 2026
Daiwa Securities Group Inc. History Added to 11,028 1,038 0.0% 0.0% 215 +1,428 14.88% Q3 2026 Oct 29, 2026
Bull Harbor Capital LLC History No change 9,362 1,005 0.2% 0.2% 216 0 0.0% Q2 2026 Aug 10, 2026
CSS LLC/IL History No change 9,297 998 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 14, 2026
Summit Global Investments History No change 10,388 979 0.05% 0.06% 218 0 0.0% Q3 2026 Oct 28, 2026
Krilogy Financial LLC History Reduced 10,007 973 0.03% 0.03% 219 -16 -0.16% Q3 2026 Oct 13, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 9,044 971 0.16% 0.16% 220 0 0.0% Q2 2026 Aug 04, 2026
R Squared Ltd History No change 8,946 961 0.5% 0.5% 221 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 8,776 942 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 8,666 931 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 8,640 928 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 18, 2026
Quantum Portfolio Management LLC History No change 8,636 927 0.33% 0.33% 225 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 8,568 924 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 27, 2026
Centiva Capital, LP History No change 8,467 909 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,238 885 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 9,330 878 0.01% 0.03% 229 -12,695 -57.64% Q3 2026 Oct 27, 2026
Pathstone Holdings, LLC History No change 8,053 865 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 7,975 856 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 7,964 855 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 7,928 851 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 06, 2026
Frec Markets, Inc. History No change 7,930 851 0.08% 0.08% 234 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 7,749 832 0.0% 0.0% 235 0 0.0% Q2 2026 Oct 27, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 7,668 823 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Reduced 8,722 821 0.01% 0.02% 237 -496 -5.38% Q3 2026 Nov 03, 2026
Machina Capital S.A.S. History No change 7,542 810 0.13% 0.13% 238 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,264 778 0.0% 0.0% 239 -807 -8.9% Q3 2026 Nov 04, 2026
Janney Montgomery Scott LLC History No change 6,999 752 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 05, 2026
IAT REINSURANCE CO LTD. History No change 70,000 750 0.45% 0.45% 241 0 0.0% Q2 2026 Aug 13, 2026
LECAP ASSET MANAGEMENT LTD History New 7,807 735 0.35% — 242 +7,807 New Q3 2026 Oct 27, 2026
NorthCrest Asset Manangement, LLC History Added to 7,255 707 0.02% 0.02% 243 +687 10.46% Q3 2026 Oct 09, 2026
MML INVESTORS SERVICES, LLC History No change 6,399 687 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 07, 2026
INTRUST BANK NA History No change 6,148 660 0.05% 0.05% 245 0 0.0% Q2 2026 Aug 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 6,947 654 0.03% — 246 +6,947 New Q3 2026 Oct 26, 2026
OPPENHEIMER & CO INC History No change 6,828 643 0.01% 0.01% 247 0 0.0% Q3 2026 Oct 26, 2026
MAI Capital Management History No change 5,845 629 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,849 628 0.01% 0.01% 249 0 0.0% Q2 2026 Sep 23, 2026
Sivia Capital Partners, LLC History No change 5,710 613 0.07% 0.07% 250 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 5,591 600 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 5,574 598 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 5,542 594 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 10, 2026
Aaron Wealth Advisors LLC History Added to 6,301 593 0.03% 0.03% 254 +1,131 21.88% Q3 2026 Oct 13, 2026
Ariadne Wealth Management, LP History No change 5,428 583 0.26% 0.26% 255 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,997 567 0.0% 0.0% 256 +1,879 45.63% Q3 2026 Oct 20, 2026
AlphaCore Capital LLC History Added to 5,983 566 0.01% 0.01% 257 +2,790 87.38% Q3 2026 Nov 04, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 5,253 564 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 17, 2026
Federation des caisses Desjardins du Quebec History No change 5,227 561 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
Storgate, LLC History No change 5,172 555 0.12% 0.12% 260 0 0.0% Q2 2026 Aug 12, 2026
Voleon Capital Management LP History No change 5,135 551 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 5,800 546 0.0% 0.0% 262 +839 16.91% Q3 2026 Nov 02, 2026
Index Technologies Group LLC History No change 4,995 536 0.43% 0.43% 263 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 5,573 524 0.0% 0.0% 264 -110 -1.94% Q3 2026 Nov 03, 2026
Ensign Peak Advisors, Inc History No change 4,764 511 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,340 503 0.01% 0.01% 266 +863 19.28% Q3 2026 Nov 02, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 5,270 496 0.0% 0.0% 267 +1,570 42.43% Q3 2026 Oct 29, 2026
Allspring Global Investments Holdings, LLC History Reduced 5,189 495 0.0% 0.01% 268 -42,351 -89.08% Q3 2026 Nov 04, 2026
Kera Capital Partners, Inc. History No change 4,609 495 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History Added to 5,166 486 0.03% 0.03% 270 +866 20.14% Q3 2026 Oct 28, 2026
BANK OF MONTREAL /CAN/ History No change 4,474 480 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 4,460 479 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,434 476 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 4,389 471 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 4,322 464 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 4,900 461 0.0% 0.03% 276 -34,930 -87.7% Q3 2026 Oct 28, 2026
Swiss Life Asset Management Ltd History No change 4,854 457 0.0% 0.0% 277 0 0.0% Q3 2026 Nov 03, 2026
Catalyst Funds Management Pty Ltd History No change 4,260 457 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 10, 2026
Emerald Investment Advisers, LLC History No change 4,070 437 0.03% 0.03% 279 0 0.0% Q2 2026 Aug 12, 2026
SYON CAPITAL LLC History No change 4,035 433 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,999 429 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
LEUTHOLD GROUP, LLC History Added to 4,509 424 0.04% 0.05% 282 +27 0.6% Q3 2026 Nov 04, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,924 421 0.0% 0.0% 283 0 0.0% Q2 2026 Sep 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,917 420 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 07, 2026
TRUIST FINANCIAL CORP History Reduced 4,363 411 0.0% 0.0% 285 -481 -9.93% Q3 2026 Oct 30, 2026
Utah Retirement Systems History No change 3,822 410 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 14, 2026
COOKSON PEIRCE & CO INC History Reduced 4,344 409 0.01% 0.29% 287 -77,650 -94.7% Q3 2026 Oct 30, 2026
Jump Financial, LLC History No change 3,784 406 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 3,733 401 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 4,514 399 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 14, 2026
POINCIANA ADVISORS GROUP, LLC History No change 3,658 393 0.29% 0.29% 291 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 4,153 391 0.0% 0.0% 292 -35 -0.84% Q3 2026 Nov 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,607 387 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History No change 3,600 386 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 3,510 377 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
West Family Investments, Inc. History No change 3,518 377 0.11% 0.11% 296 0 0.0% Q2 2026 Aug 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 3,987 375 0.0% 0.0% 297 +1,675 72.45% Q3 2026 Oct 23, 2026
Phillips Wealth Planners LLC History No change 3,281 375 0.28% 0.28% 298 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 3,451 370 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Reduced 3,664 357 0.01% 0.01% 300 -48 -1.29% Q3 2026 Oct 09, 2026
Curated Wealth Partners LLC History New 3,662 344 0.03% — 302 +3,662 New Q3 2026 Oct 15, 2026
FEDERATED HERMES, INC. History No change 3,207 344 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 3,196 343 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History No change 3,170 340 0.17% 0.17% 304 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Added to 3,527 332 0.01% 0.01% 306 +595 20.29% Q3 2026 Nov 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,056 332 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
RBF Capital, LLC History No change 3,000 322 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 14, 2026
Sagewood Asset Management LP History No change 2,957 317 0.07% 0.07% 308 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 2,950 316 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 2,948 316 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 2,900 311 0.03% 0.03% 311 0 0.0% Q2 2026 Jul 31, 2026
AMALGAMATED BANK History Reduced 3,291 310 0.0% 0.0% 312 -19 -0.57% Q3 2026 Oct 23, 2026
PARK AVENUE SECURITIES LLC History Reduced 3,204 302 0.0% 0.0% 313 -145 -4.33% Q3 2026 Oct 26, 2026
Allworth Financial LP History No change 2,819 302 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 2,796 300 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 07, 2026
Curi Capital, LLC History No change 2,781 300 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History Reduced 3,118 293 0.03% 0.03% 317 -101 -3.14% Q3 2026 Nov 02, 2026
BESSEMER GROUP INC History No change 2,688 289 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
CERTUITY, LLC History Added to 3,042 286 0.01% 0.01% 320 +527 20.95% Q3 2026 Nov 02, 2026
SIGNATUREFD, LLC History No change 3,042 286 0.0% 0.0% 319 0 0.0% Q3 2026 Oct 23, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,988 281 0.01% 0.01% 321 0 0.0% Q3 2026 Oct 13, 2026
US BANCORP \DE\ History No change 2,611 280 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 2,564 275 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 14, 2026
Milestones Private Investment Advisors LLC History No change 2,850 268 0.22% 0.24% 324 0 0.0% Q3 2026 Oct 19, 2026
Geneos Wealth Management Inc. History No change 2,497 268 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 06, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 2,841 267 0.04% — 326 +2,841 New Q3 2026 Oct 27, 2026
Atria Investments, Inc History New 2,815 265 0.0% — 327 +2,815 New Q3 2026 Oct 15, 2026
SYM FINANCIAL Corp History Added to 2,800 263 0.02% 0.02% 328 +70 2.56% Q3 2026 Oct 26, 2026
Magnetar Financial LLC History No change 2,413 259 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,343 251 0.02% 0.02% 330 0 0.0% Q2 2026 Aug 04, 2026
Rothschild Wealth LLC History No change 2,325 249 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 2,287 245 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 03, 2026
Ground Swell Capital, LLC History No change 2,275 244 0.26% 0.26% 333 0 0.0% Q2 2026 Aug 05, 2026
WADDELL & ASSOCIATES, LLC History No change 2,221 238 0.01% 0.01% 334 0 0.0% Q2 2026 Jul 15, 2026
Main Street Group, LTD History Added to 13,601 233 0.05% 0.05% 335 +1,750 14.77% Q3 2026 Oct 28, 2026
GAMMA Investing LLC History Reduced 2,450 230 0.01% 0.01% 336 -28 -1.13% Q3 2026 Oct 08, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 2,147 229 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History Added to 2,419 227 0.0% 0.0% 338 +115 4.99% Q3 2026 Oct 27, 2026
DnB Asset Management AS History No change 2,089 224 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
WESTPAC BANKING CORP History No change 2,071 222 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 12, 2026
MBL Wealth, LLC History New 2,356 221 0.01% — 341 +2,356 New Q3 2026 Oct 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,039 219 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 12, 2026
Qsemble Capital Management, LP History No change 1,989 213 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 03, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 948 213 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History New 2,253 212 0.0% — 346 +2,253 New Q3 2026 Nov 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,979 212 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 13, 2026
North Dakota State Investment Board History Added to 2,235 210 0.01% 0.01% 349 +26 1.18% Q3 2026 Oct 27, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 1,958 210 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 1,957 210 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 2,183 205 0.02% 0.03% 351 -558 -20.36% Q3 2026 Oct 01, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,186 205 0.0% 0.0% 350 0 0.0% Q3 2026 Oct 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,894 203 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 1,880 201 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History Reduced 2,092 197 0.0% 0.01% 354 -3,472 -62.4% Q3 2026 Oct 22, 2026
Hamilton Capital Partners Inc. History No change 1,796 192 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Reduced 1,671 157 0.07% 0.09% 356 -73 -4.19% Q3 2026 Oct 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,609 151 0.01% 0.0% 357 +1,244 340.82% Q3 2026 Oct 27, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,589 149 0.0% 0.0% 358 0 0.0% Q3 2026 Oct 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,357 146 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 24, 2026
Tower Research Capital LLC (TRC) History No change 1,324 142 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 1,414 133 0.0% 0.0% 361 +272 23.82% Q3 2026 Oct 08, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,207 129 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 1,195 128 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History Added to 1,310 123 0.18% 0.05% 364 +797 155.36% Q3 2026 Nov 03, 2026
Parkside Financial Bank & Trust History Reduced 1,099 103 0.01% 0.01% 365 -139 -11.23% Q3 2026 Oct 27, 2026
Quent Capital, LLC History No change 882 94 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History Reduced 996 93 0.0% 0.01% 367 -27,574 -96.51% Q3 2026 Oct 30, 2026
True Wealth Design, LLC History Reduced 933 87 0.02% 0.03% 368 -116 -11.06% Q3 2026 Oct 13, 2026
Covestor Ltd History Added to 832 78 0.05% 0.04% 369 +164 24.55% Q3 2026 Oct 30, 2026
PRIVATE TRUST CO NA History Reduced 807 76 0.01% 0.01% 370 -65 -7.45% Q3 2026 Oct 20, 2026
Bruce G. Allen Investments, LLC History No change 716 76 0.05% 0.05% 371 0 0.0% Q2 2026 Jul 31, 2026
Measured Wealth Private Client Group, LLC History No change 644 69 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 10, 2026
Caitong International Asset Management Co., Ltd History New 719 67 0.01% — 373 +719 New Q3 2026 Oct 29, 2026
Employees Retirement System of Texas History No change 598 64 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History Added to 661 62 0.01% 0.0% 375 +407 160.24% Q3 2026 Oct 26, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 511 55 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History Reduced 581 54 0.0% 0.0% 377 -14 -2.35% Q3 2026 Nov 03, 2026
Global Retirement Partners, LLC History No change 503 54 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History Reduced 539 50 0.0% 0.0% 379 -116 -17.71% Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 521 49 0.0% — 380 +521 New Q3 2026 Oct 21, 2026
North Star Investment Management Corp. History Reduced 519 48 0.0% 0.0% 381 -5 -0.95% Q3 2026 Oct 27, 2026
Ancora Advisors LLC History No change 450 48 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Reduced 506 47 0.0% 0.0% 383 -23 -4.35% Q3 2026 Oct 15, 2026
Larson Financial Group LLC History No change 398 42 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History Reduced 438 41 0.0% 0.0% 385 -51 -10.43% Q3 2026 Oct 14, 2026
Regatta Research & Money Management History No change 324 34 0.03% 0.03% 386 0 0.0% Q2 2026 Aug 11, 2026
Harvest Fund Management Co., Ltd History No change 297 32 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 19, 2026
ASSETMARK, INC History Reduced 331 31 0.0% 0.0% 389 -61 -15.56% Q3 2026 Oct 21, 2026
Smithfield Trust Co History No change 289 31 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 308 29 0.0% — 390 +308 New Q3 2026 Oct 28, 2026
CVA Family Office, LLC History No change 254 27 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History Reduced 268 25 0.0% 0.0% 392 -51 -15.99% Q3 2026 Oct 26, 2026
Fortitude Family Office, LLC History Added to 275 25 0.0% 0.01% 393 +7 2.61% Q3 2026 Oct 14, 2026
Clearstead Trust, LLC History No change 221 23 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 06, 2026
Alpine Bank Wealth Management History No change 242 22 0.0% 0.0% 395 0 0.0% Q3 2026 Oct 16, 2026
KFG LLC History New 226 21 0.01% — 398 +226 New Q3 2026 Nov 02, 2026
HARBOUR INVESTMENTS, INC. History No change 198 21 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 201 21 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 213 20 0.01% 0.0% 401 +158 287.27% Q3 2026 Oct 07, 2026
HUNTINGTON NATIONAL BANK History No change 193 20 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 189 20 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History No change 195 20 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History Added to 209 19 0.01% 0.01% 404 +23 12.37% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 182 19 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 170 18 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 168 18 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 14, 2026
Provenance Wealth Advisors, LLC History New 191 17 0.0% — 409 +191 New Q3 2026 Oct 30, 2026
Heritage Family Offices, LLP History New 187 17 0.01% — 408 +187 New Q3 2026 Nov 02, 2026
SBI Securities Co., Ltd. History Reduced 187 17 0.0% 0.0% 407 -13 -6.5% Q3 2026 Oct 21, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 179 16 0.0% — 411 +179 New Q3 2026 Oct 16, 2026
Activest Wealth Management History Reduced 177 16 0.0% 0.0% 410 -8 -4.32% Q3 2026 Oct 15, 2026
ENTRUST FINANCIAL LLC History No change 150 14 0.01% 0.01% 412 0 0.0% Q3 2026 Nov 03, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 141 13 0.0% 0.0% 413 +9 6.82% Q3 2026 Oct 28, 2026
Elyxium Wealth, LLC History New 132 12 0.0% — 417 +132 New Q3 2026 Oct 27, 2026
TD Waterhouse Canada Inc. History New 130 12 0.0% — 416 +130 New Q3 2026 Oct 16, 2026
Transamerica Financial Advisors, LLC History No change 114 12 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 122 12 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 13, 2026
Park Place Capital Corp History No change 107 11 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 113 10 0.0% 0.0% 419 0 0.0% Q3 2026 Nov 03, 2026
Manchester Capital Management LLC History Added to 100 9 0.0% 0.0% 420 +2 2.04% Q3 2026 Oct 22, 2026
BFC Planning, Inc. History No change 88 9 0.0% 0.0% 421 0 0.0% Q2 2026 Oct 29, 2026
Balance Wealth Partners LLC History New 93 8 0.0% — 423 +93 New Q3 2026 Oct 27, 2026
Bell Investment Advisors, Inc History Reduced 90 8 0.0% 0.0% 422 -73 -44.79% Q3 2026 Oct 28, 2026
Ascentis Independent Advisors History New 83 7 0.0% — 425 +83 New Q3 2026 Nov 03, 2026
Keating Financial Advisory Services, Inc. History No change 71 7 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
GoalVest Advisory LLC History New 68 6 0.0% — 429 +68 New Q3 2026 Oct 02, 2026
James T. Borello RIA History Reduced 67 6 0.0% 0.0% 428 -51 -43.22% Q3 2026 Oct 16, 2026
IMA Advisory Services, Inc. History No change 58 6 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 56 6 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 14, 2026
PhiloSmith Capital Corp History Added to 60 5 0.0% 0.0% 431 +10 20.0% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 50 5 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 55 5 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
Rialto Wealth Management, LLC History No change 54 5 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 60 5 0.0% 0.0% 434 0 0.0% Q3 2026 Oct 20, 2026
Creative Capital Management Investments LLC History Added to 45 4 0.0% 0.0% 436 +17 60.71% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History Reduced 43 4 0.0% 0.0% 435 -8 -15.69% Q3 2026 Oct 20, 2026
Kilter Group LLC History No change 45 4 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 39 4 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History New 37 3 0.0% — 445 +37 New Q3 2026 Oct 08, 2026
HIGHLINE WEALTH PARTNERS LLC History New 35 3 0.0% — 446 +35 New Q3 2026 Oct 19, 2026
GK Wealth Management LLC History New 35 3 0.0% — 447 +35 New Q3 2026 Oct 09, 2026
CULLEN/FROST BANKERS, INC. History New 34 3 0.0% — 444 +34 New Q3 2026 Oct 28, 2026
MassMutual Private Wealth & Trust, FSB History Added to 37 3 0.0% 0.0% 440 +6 19.35% Q3 2026 Oct 05, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 28 3 0.0% 0.0% 439 0 0.0% Q2 2026 Oct 30, 2026
Valued Wealth Advisors LLC History No change 34 3 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 20, 2026
JPL Wealth Management, LLC History No change 35 3 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
Millstone Evans Group, LLC History No change 33 3 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History Reduced 21 2 0.0% 0.0% 448 -32 -60.38% Q3 2026 Oct 27, 2026
Meriwether Wealth & Planning, LLC History New 26 2 0.0% — 453 +26 New Q3 2026 Oct 13, 2026
Avion Wealth History Reduced 25 2 0.0% 0.0% 449 -5 -16.67% Q3 2026 Nov 03, 2026
Cromwell Holdings LLC History No change 24 2 0.0% 0.0% 450 0 0.0% Q3 2026 Oct 28, 2026
Rossby Financial, LCC History No change 20 2 0.0% 0.0% 451 0 0.0% Q2 2026 Aug 04, 2026
Ares Financial Consulting, LLC History No change 26 2 0.0% 0.0% 452 0 0.0% Q3 2026 Oct 19, 2026
Marquette Asset Management, LLC History Reduced 13 1 0.0% 0.0% 455 -13 -50.0% Q3 2026 Oct 09, 2026
FINANCIAL CONSULATE, INC History New 12 1 0.0% — 465 +12 New Q3 2026 Oct 23, 2026
Rakuten Securities, Inc. History Added to 11 1 0.0% — 460 +10 1000.0% Q3 2026 Nov 02, 2026
Bay Harbor Wealth Management, LLC History Added to 20 1 0.0% 0.0% 457 +2 11.11% Q3 2026 Nov 03, 2026
Retirement Wealth Solutions LLC History Reduced 16 1 0.0% 0.0% 461 -2 -11.11% Q3 2026 Oct 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 17 1 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 12 1 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 12 1 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 21 1 0.0% 0.0% 459 0 0.0% Q3 2026 Oct 15, 2026
HFM Investment Advisors, LLC History No change 13 1 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 04, 2026
MidFirst Bank History No change 14 1 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Financial Management LLC History No change 16 1 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 28, 2026
BURNEY CO/ History Closed out 0 0 — 0.04% — -14,352 -100.0% Q3 2026 Oct 15, 2026
Generali Asset Management SPA SGR History Closed out 0 0 — 0.01% — -5,378 -100.0% Q3 2026 Oct 26, 2026
Leonteq Securities AG History Reduced 7 0 — 0.02% — -5,154 -99.86% Q3 2026 Oct 29, 2026
WASATCH ADVISORS LP History Closed out 0 0 — 0.0% — -3,905 -100.0% Q3 2026 Oct 13, 2026
Ethic Inc. History Closed out 0 0 — 0.0% — -3,040 -100.0% Q3 2026 Nov 03, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -2,925 -100.0% Q3 2026 Oct 15, 2026
111 Capital History Closed out 0 0 — 0.05% — -2,657 -100.0% Q3 2026 Nov 03, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 — 0.01% — -2,630 -100.0% Q3 2026 Nov 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -2,568 -100.0% Q3 2026 Oct 21, 2026
GW HENSSLER & ASSOCIATES LTD History Closed out 0 0 — 0.01% — -2,536 -100.0% Q3 2026 Oct 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -2,527 -100.0% Q3 2026 Oct 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.02% — -2,420 -100.0% Q3 2026 Oct 23, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -2,365 -100.0% Q3 2026 Oct 20, 2026
Perpetual Ltd History Closed out 0 0 — 0.0% — -2,071 -100.0% Q3 2026 Oct 13, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -2,040 -100.0% Q3 2026 Oct 28, 2026
Teza Capital Management LLC History Closed out 0 0 — 0.41% — -2,008 -100.0% Q3 2026 Oct 23, 2026
Paragon Capital Management Ltd History Closed out 0 0 — 0.04% — -1,989 -100.0% Q3 2026 Oct 09, 2026
SmartHarvest Portfolios, LLC History Closed out 0 0 — 0.07% — -1,969 -100.0% Q3 2026 Oct 26, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -409 -100.0% Q3 2026 Oct 28, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -336 -100.0% Q3 2026 Oct 15, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2026 Oct 07, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q3 2026 Oct 08, 2026
Security National Bank History New 10 0 — — — +10 New Q3 2026 Oct 26, 2026
ALBION FINANCIAL GROUP /UT History New 7 0 — — — +7 New Q3 2026 Oct 21, 2026
Navigoe, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 03, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 23, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 04, 2026
Breakwater Investment Management History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 20, 2026
Signature Equity Partners, LLC History Reduced 9 0 — 0.0% — -4 -30.77% Q3 2026 Oct 29, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 16, 2026
Hughes Financial Services, LLC History Reduced 1 0 — — — -3 -75.0% Q3 2026 Oct 30, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 27, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
American Capital Advisory, LLC History Reduced 7 0 — — — -1 -12.5% Q3 2026 Oct 28, 2026
GODSEY & GIBB, INC History New 1 0 — — — +1 New Q3 2026 Oct 14, 2026
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
CENTRAL TRUST Co History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Investors Portfolio Services LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Torren Management, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Planning Strategies Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 02, 2026