BANK OF CHILE - BCH
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | History | Added to | 1,348,328 | 53,214 | 1.01% | 0.32% | 1 | +972,267 | 258.54% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 893,832 | 35,538 | 0.05% | 0.07% | 2 | -314,100 | -26.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 868,858 | 34,528 | 0.01% | 0.01% | 3 | +11,315 | 1.32% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Reduced | 735,041 | 29,225 | 0.0% | 0.0% | 4 | -125,176 | -14.55% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 589,199 | 23,426 | 0.01% | 0.01% | 5 | +71,505 | 13.81% | Q2 2026 | Aug 12, 2026 |
| TT International Asset Management LTD | History | Reduced | 499,453 | 19,398 | 2.48% | 2.82% | 6 | -197,447 | -28.33% | Q2 2026 | Jul 07, 2026 |
| FMR LLC | History | Reduced | 459,708 | 18,278 | 0.0% | 0.0% | 7 | -29,310 | -5.99% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 455,155 | 18,096 | 0.0% | 0.0% | 8 | -114,085 | -20.04% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 445,772 | 17,723 | 0.0% | 0.0% | 9 | -55,791 | -11.12% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 403,581 | 16,045 | 0.02% | 0.02% | 10 | +6,923 | 1.75% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 331,641 | 13,186 | 0.01% | 0.02% | 11 | -89,050 | -21.17% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 328,621 | 13,065 | 0.0% | 0.0% | 12 | -98,864 | -23.13% | Q2 2026 | Sep 02, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 274,045 | 10,896 | 0.01% | 0.01% | 13 | +45 | 0.02% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 264,638 | 10,522 | 0.0% | 0.0% | 14 | -87,451 | -24.84% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 262,709 | 10,445 | 0.0% | 0.0% | 15 | +4,958 | 1.92% | Q2 2026 | Aug 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 220,568 | 8,769 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fundamenta Capital S.A. | History | New | 195,726 | 7,782 | 4.51% | — | 17 | +195,726 | New | Q2 2026 | Jul 28, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 174,380 | 6,933 | 0.01% | — | 18 | +174,380 | New | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 171,894 | 6,834 | 0.01% | 0.01% | 19 | +8,580 | 5.25% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 104,695 | 4,162 | 0.0% | 0.0% | 20 | +32,341 | 44.7% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 91,168 | 3,624 | 0.0% | 0.0% | 21 | +2,600 | 2.94% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 83,000 | 3,280 | 0.02% | — | 22 | +83,000 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 72,759 | 2,841 | 0.0% | 0.0% | 23 | -50,367 | -40.91% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 69,482 | 2,762 | 0.08% | 0.07% | 24 | +10,157 | 17.12% | Q2 2026 | Jul 08, 2026 |
| Vident Advisory, LLC | History | Reduced | 64,491 | 2,564 | 0.02% | 0.02% | 25 | -5,987 | -8.49% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Reduced | 54,756 | 2,177 | 0.03% | 0.03% | 26 | -404 | -0.73% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 52,614 | 2,091 | 0.0% | 0.0% | 27 | -732 | -1.37% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 50,583 | 2,011 | 0.0% | 0.0% | 28 | -50 | -0.1% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 46,750 | 1,858 | 0.01% | 0.01% | 29 | -553 | -1.17% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,635 | 1,616 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 40,563 | 1,612 | 0.02% | 0.02% | 31 | +5,385 | 15.31% | Q2 2026 | Aug 14, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 38,915 | 1,547 | 0.21% | 0.6% | 32 | -69,050 | -63.96% | Q2 2026 | Jul 20, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 38,146 | 1,516 | 0.06% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | Reduced | 37,672 | 1,497 | 0.0% | 0.0% | 34 | -477 | -1.25% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | New | 34,438 | 1,369 | 0.0% | — | 35 | +34,438 | New | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 34,360 | 1,366 | 0.0% | 0.0% | 36 | -970 | -2.75% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 32,936 | 1,309 | 0.0% | — | 37 | +32,936 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 32,544 | 1,293 | 0.0% | 0.0% | 38 | +4,114 | 14.47% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,798 | 1,184 | 0.0% | 0.0% | 39 | +17,493 | 142.16% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | New | 27,024 | 1,074 | 0.11% | — | 40 | +27,024 | New | Q2 2026 | Jul 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 26,839 | 1,067 | 0.0% | 0.0% | 41 | +990 | 3.83% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,798 | 1,065 | 0.0% | 0.0% | 42 | +21,802 | 436.39% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 26,329 | 1,046 | 0.01% | 0.01% | 43 | +1,945 | 7.98% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 24,803 | 986 | 0.0% | 0.0% | 44 | +18,525 | 295.08% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 23,861 | 948 | 0.03% | 0.03% | 45 | +150 | 0.63% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 23,526 | 935 | 0.0% | — | 46 | +23,526 | New | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 22,562 | 897 | 0.0% | 0.0% | 47 | +10,521 | 87.38% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 20,813 | 826 | 0.0% | 0.0% | 48 | +16,847 | 424.79% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | New | 20,368 | 809 | 0.12% | — | 49 | +20,368 | New | Q2 2026 | Jul 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 19,886 | 790 | 0.0% | 0.0% | 50 | -310 | -1.53% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,906 | 751 | 0.0% | 0.0% | 51 | +213 | 1.14% | Q2 2026 | Aug 13, 2026 |
| ABS Investment Management LLC | History | New | 18,832 | 748 | 0.47% | — | 52 | +18,832 | New | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 18,126 | 720 | 0.01% | 0.01% | 53 | +2,479 | 15.84% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 18,041 | 717 | 0.0% | — | 54 | +18,041 | New | Q2 2026 | Aug 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 17,925 | 712 | 0.06% | 0.08% | 55 | -1,500 | -7.72% | Q2 2026 | Jul 30, 2026 |
| Brooklyn Investment Group | History | No change | 18,280 | 677 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KBC Group NV | History | Added to | 16,824 | 669 | 0.0% | 0.0% | 57 | +615 | 3.79% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,132 | 561 | 0.0% | 0.0% | 58 | +416 | 3.03% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,563 | 539 | 0.0% | 0.0% | 59 | +8,731 | 180.69% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,418 | 533 | 0.0% | 0.0% | 60 | -8 | -0.06% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 13,016 | 517 | 0.01% | 0.02% | 61 | -2,500 | -16.11% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,586 | 500 | 0.01% | 0.01% | 62 | -77 | -0.61% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 12,534 | 498 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 12,385 | 492 | 0.01% | 0.01% | 64 | +1,763 | 16.6% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 12,295 | 489 | 0.01% | 0.01% | 65 | -664 | -5.12% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,952 | 475 | 0.01% | 0.01% | 66 | -1,853 | -13.42% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,785 | 468 | 0.0% | 0.0% | 67 | -92,946 | -88.75% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | New | 11,703 | 465 | 0.0% | — | 68 | +11,703 | New | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 11,365 | 451 | 0.01% | 0.01% | 69 | +2,704 | 31.22% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Reduced | 11,188 | 445 | 0.01% | 0.04% | 70 | -13,523 | -54.72% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,104 | 441 | 0.03% | — | 71 | +11,104 | New | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 11,003 | 437 | 0.0% | 0.0% | 72 | -1,978 | -15.24% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,900 | 433 | 0.0% | 0.0% | 73 | -9,568 | -46.75% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 10,810 | 429 | 0.0% | — | 74 | +10,810 | New | Q2 2026 | Sep 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 10,665 | 424 | 0.0% | 0.01% | 76 | -278,452 | -96.31% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 10,687 | 424 | 0.0% | 0.0% | 75 | -17,428 | -61.99% | Q2 2026 | Aug 14, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 9,296 | 369 | 0.09% | 0.1% | 77 | +932 | 11.14% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | New | 9,161 | 367 | 0.0% | — | 78 | +9,161 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,853 | 351 | 0.0% | 0.0% | 79 | +881 | 11.05% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,625 | 342 | 0.0% | 0.0% | 80 | +994 | 13.03% | Q2 2026 | Jul 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,455 | 336 | 0.0% | 0.0% | 81 | -2,106 | -19.94% | Q2 2026 | Jul 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 8,088 | 321 | 0.0% | 0.0% | 82 | +977 | 13.74% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 7,860 | 312 | 0.0% | — | 83 | +7,860 | New | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,780 | 309 | 0.0% | 0.0% | 84 | -3,627 | -31.8% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 7,540 | 299 | 0.0% | — | 85 | +7,540 | New | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 7,518 | 298 | 0.0% | 0.0% | 86 | -105 | -1.38% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | New | 7,329 | 291 | 0.01% | — | 87 | +7,329 | New | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | Added to | 7,248 | 288 | 0.01% | 0.01% | 88 | +157 | 2.21% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Added to | 7,001 | 278 | 0.0% | 0.0% | 89 | +37 | 0.53% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,647 | 264 | 0.0% | 0.0% | 90 | -448 | -6.31% | Q2 2026 | Jul 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,488 | 257 | 0.0% | 0.0% | 91 | -3,837 | -37.16% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 6,255 | 248 | 0.01% | — | 92 | +6,255 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 6,226 | 247 | 0.0% | — | 93 | +6,226 | New | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 6,183 | 245 | 0.01% | 0.01% | 94 | -35 | -0.56% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 6,000 | 238 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,797 | 230 | 0.0% | 0.0% | 96 | -209 | -3.48% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | Reduced | 5,686 | 226 | 0.0% | 0.0% | 97 | -418 | -6.85% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,485 | 218 | 0.0% | 0.0% | 98 | +29 | 0.53% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | New | 5,188 | 206 | 0.02% | — | 99 | +5,188 | New | Q2 2026 | Jul 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,050 | 200 | 0.0% | 0.0% | 100 | -2,933 | -36.74% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 4,995 | 198 | 0.0% | — | 101 | +4,995 | New | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | Reduced | 4,612 | 183 | 0.0% | 0.0% | 102 | -7,469 | -61.82% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,142 | 164 | 0.0% | — | 103 | +4,140 | 207000.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 3,841 | 152 | 0.0% | 0.0% | 104 | -11,720 | -75.32% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,500 | 139 | 0.02% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,473 | 138 | 0.0% | 0.0% | 106 | +1,690 | 94.78% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,213 | 127 | 0.0% | 0.0% | 107 | +392 | 13.9% | Q2 2026 | Aug 13, 2026 |
| SPX Gestao de Recursos Ltda | History | Added to | 3,131 | 124 | 0.01% | 0.0% | 108 | +1,688 | 116.98% | Q2 2026 | Aug 19, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,025 | 120 | 0.0% | 0.0% | 109 | -47 | -1.53% | Q2 2026 | Jul 23, 2026 |
| Inspire Investing, LLC | History | Added to | 2,536 | 100 | 0.0% | 0.01% | 110 | +318 | 14.34% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 2,445 | 97 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,610 | 64 | 0.0% | 0.0% | 112 | -1,334 | -45.31% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,625 | 64 | 0.0% | 0.0% | 113 | -136 | -7.72% | Q2 2026 | Jul 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,595 | 63 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,590 | 62 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 1,558 | 61 | 0.0% | 0.0% | 116 | -2,467 | -61.29% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 1,637 | 60 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1,100 | 43 | 0.0% | — | 119 | +1,100 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,095 | 43 | 0.0% | 0.0% | 118 | -13 | -1.17% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 922 | 36 | 0.0% | 0.0% | 120 | -1,544 | -62.61% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 768 | 30 | 0.0% | 0.0% | 121 | +538 | 233.91% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 456 | 18 | 0.0% | 0.0% | 122 | -5 | -1.08% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 363 | 14 | 0.0% | 0.0% | 124 | +116 | 46.96% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 375 | 14 | 0.0% | 0.0% | 123 | +3 | 0.81% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 244 | 9 | 0.0% | — | 125 | +244 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 210 | 8 | 0.0% | 0.0% | 126 | +37 | 21.39% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 188 | 7 | 0.0% | 0.0% | 128 | -45 | -19.31% | Q2 2026 | Aug 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 194 | 7 | 0.0% | 0.0% | 127 | +27 | 16.17% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 145 | 5 | 0.0% | — | 134 | +145 | New | Q2 2026 | Jul 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 147 | 5 | 0.0% | 0.0% | 130 | +93 | 172.22% | Q2 2026 | Jul 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 150 | 5 | 0.0% | 0.0% | 132 | -76 | -33.63% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 139 | 5 | 0.0% | 0.0% | 131 | -19 | -12.03% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 137 | 5 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| True Wealth Design, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 108 | 4 | 0.0% | — | 135 | +108 | New | Q2 2026 | Aug 06, 2026 |
| Gleason Group, Inc. | History | New | 99 | 3 | 0.0% | — | 136 | +99 | New | Q2 2026 | Jul 13, 2026 |
| Downshift Financial, LLC | History | New | 66 | 2 | 0.0% | — | 141 | +66 | New | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 140 | +35 | 87.5% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62 | 2 | 0.0% | 0.0% | 137 | +4 | 6.9% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 142 | -1,636 | -97.21% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | New | 38 | 1 | 0.0% | — | 145 | +38 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | New | 30 | 1 | 0.0% | — | 146 | +30 | New | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 30 | 1 | 0.0% | — | 147 | +30 | New | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 35 | 1 | 0.0% | 0.0% | 144 | -8 | -18.6% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 30 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,255 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -48,578 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -34,962 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -32,995 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aubrey Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.63% | — | -31,500 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -27,706 | -100.0% | Q2 2026 | Aug 11, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -22,083 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,525 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,627 | -100.0% | Q2 2026 | Jul 27, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,537 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,339 | -100.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,145 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,041 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,278 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,760 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,015 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -612 | -100.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -23 | -50.0% | Q2 2026 | Jul 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 02, 2026 |
| LRI Investments, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GROUP ONE TRADING LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Reduced | 8 | 0 | — | — | — | -2 | -20.0% | Q2 2026 | Jul 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |