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 | No change | 1,348,328 | 53,214 | 1.01% | 1.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 893,832 | 35,538 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 865,472 | 34,634 | 0.01% | 0.01% | 3 | -3,386 | -0.39% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 735,041 | 29,225 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 589,199 | 23,426 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TT International Asset Management LTD | History | Added to | 512,948 | 20,523 | 2.28% | 2.48% | 6 | +13,495 | 2.7% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 459,708 | 18,278 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 455,155 | 18,096 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 445,772 | 17,723 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 403,581 | 16,045 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 331,641 | 13,186 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 328,621 | 13,065 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Fundamenta Capital S.A. | History | Added to | 284,726 | 11,391 | 7.96% | 4.51% | 13 | +89,000 | 45.47% | Q3 2026 | Nov 03, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 274,045 | 10,896 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 264,638 | 10,522 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 262,709 | 10,445 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 220,568 | 8,769 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 174,380 | 6,933 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 171,894 | 6,834 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Achmea Investment Management B.V. | History | New | 130,609 | 5,229 | 0.04% | — | 20 | +130,609 | New | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 104,695 | 4,162 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 95,377 | 3,816 | 0.11% | 0.08% | 22 | +25,895 | 37.27% | Q3 2026 | Oct 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 91,168 | 3,624 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 83,000 | 3,280 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 72,759 | 2,841 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 64,474 | 2,580 | 0.02% | — | 26 | +64,474 | New | Q3 2026 | Oct 22, 2026 |
| Vident Advisory, LLC | History | No change | 64,491 | 2,564 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 52,614 | 2,091 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 50,583 | 2,011 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 48,506 | 1,940 | 0.02% | 0.03% | 30 | -6,250 | -11.41% | Q3 2026 | Nov 03, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 46,750 | 1,858 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,635 | 1,616 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 40,563 | 1,612 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 38,146 | 1,526 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 37,935 | 1,517 | 0.2% | 0.21% | 35 | -980 | -2.52% | Q3 2026 | Oct 15, 2026 |
| Amundi | History | No change | 37,672 | 1,497 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 35,744 | 1,430 | 0.0% | 0.0% | 37 | +3,200 | 9.83% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 34,438 | 1,369 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 34,360 | 1,366 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 32,936 | 1,309 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 29,798 | 1,184 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 27,700 | 1,108 | 0.11% | 0.11% | 42 | +676 | 2.5% | Q3 2026 | Oct 19, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 26,839 | 1,067 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,798 | 1,065 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 26,329 | 1,046 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 24,803 | 986 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 24,062 | 940 | 0.03% | 0.03% | 47 | +201 | 0.84% | Q3 2026 | Oct 20, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 23,526 | 935 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,562 | 897 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 20,813 | 826 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,368 | 809 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,886 | 790 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 18,906 | 751 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABS Investment Management LLC | History | No change | 18,832 | 748 | 0.47% | 0.47% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 18,126 | 720 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 18,041 | 717 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Added to | 17,030 | 681 | 0.0% | 0.0% | 57 | +206 | 1.22% | Q3 2026 | Oct 22, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 14,175 | 567 | 0.05% | 0.06% | 58 | -3,750 | -20.92% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,132 | 561 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 13,563 | 539 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,470 | 538 | 0.01% | 0.01% | 61 | +884 | 7.02% | Q3 2026 | Oct 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,418 | 533 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,768 | 510 | 0.01% | 0.01% | 63 | -248 | -1.91% | Q3 2026 | Oct 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 12,534 | 498 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,385 | 492 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 12,295 | 489 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,785 | 468 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,703 | 465 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 11,365 | 451 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 11,188 | 445 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 11,104 | 441 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 11,003 | 437 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,900 | 433 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 10,810 | 429 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,687 | 424 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 10,665 | 424 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 9,702 | 388 | 0.01% | 0.01% | 77 | -2,250 | -18.83% | Q3 2026 | Oct 21, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 9,523 | 381 | 0.09% | 0.09% | 78 | +227 | 2.44% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,263 | 370 | 0.0% | 0.0% | 79 | +638 | 7.4% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 9,161 | 367 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,853 | 351 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 8,088 | 321 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 7,867 | 314 | 0.02% | 0.01% | 83 | +538 | 7.34% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,860 | 312 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,780 | 309 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | New | 7,631 | 305 | 0.0% | — | 86 | +7,631 | New | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,540 | 299 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,518 | 298 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 7,248 | 288 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 7,001 | 278 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 6,647 | 264 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tuttle Capital Management, LLC | History | New | 6,768 | 260 | 0.11% | — | 92 | +6,768 | New | Q3 2026 | Oct 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,488 | 257 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,255 | 248 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,226 | 247 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | No change | 6,183 | 245 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 6,000 | 238 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,833 | 233 | 0.0% | 0.0% | 98 | +36 | 0.62% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 5,686 | 226 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,485 | 218 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 5,188 | 206 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Squarepoint Ops LLC | History | No change | 5,050 | 200 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 4,612 | 184 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,142 | 164 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,841 | 152 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 3,713 | 148 | 0.0% | 0.0% | 106 | -1,282 | -25.67% | Q3 2026 | Oct 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 3,500 | 139 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,473 | 138 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,213 | 127 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,126 | 125 | 0.0% | 0.0% | 110 | +101 | 3.34% | Q3 2026 | Oct 23, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 3,131 | 124 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Inspire Investing, LLC | History | Added to | 2,647 | 105 | 0.0% | 0.0% | 112 | +111 | 4.38% | Q3 2026 | Oct 22, 2026 |
| Legal & General Group Plc | History | No change | 2,445 | 97 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,689 | 67 | 0.0% | 0.0% | 114 | +79 | 4.91% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,622 | 64 | 0.0% | 0.0% | 115 | -3 | -0.18% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,595 | 63 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,590 | 62 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,558 | 61 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,263 | 50 | 0.0% | 0.0% | 119 | -7,192 | -85.06% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,095 | 43 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,100 | 43 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 916 | 36 | 0.0% | 0.0% | 122 | -6 | -0.65% | Q3 2026 | Oct 21, 2026 |
| Gen-Wealth Partners Inc | History | New | 861 | 34 | 0.01% | — | 123 | +861 | New | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 768 | 30 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 456 | 18 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 422 | 16 | 0.0% | 0.0% | 126 | +47 | 12.53% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 363 | 14 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 276 | 11 | 0.0% | 0.0% | 128 | +82 | 42.27% | Q3 2026 | Oct 20, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 244 | 9 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 220 | 8 | 0.0% | 0.0% | 131 | +73 | 49.66% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 206 | 8 | 0.0% | 0.0% | 132 | +18 | 9.57% | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 210 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 163 | 6 | 0.0% | 0.0% | 134 | +31 | 23.48% | Q3 2026 | Oct 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 150 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 137 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 145 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 112 | 4 | 0.0% | — | 138 | +112 | New | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gleason Group, Inc. | History | No change | 99 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 52 | 2 | 0.0% | 0.0% | 144 | +17 | 48.57% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 70 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Downshift Financial, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 30 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 30 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 27, 2026 |
| Abound Wealth Management | History | Reduced | 6 | 0 | — | — | — | -2 | -25.0% | Q3 2026 | Oct 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LRI Investments, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |