Bank First Corp - BFC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 821,389 121,853 0.0% 0.0% 1 +59,190 7.77% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 465,415 69,044 0.0% 0.0% 2 -5,563 -1.18% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 437,337 65,100 0.0% 0.0% 3 +88,850 25.5% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 296,453 43,986 0.0% 0.0% 4 +14,346 5.09% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 187,678 27,841 0.01% 0.0% 5 +28,000 17.54% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History Reduced 174,046 25,819 0.16% 0.18% 6 -2,681 -1.52% Q2 2026 Jul 20, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 146,537 21,738 0.0% 0.0% 7 +10,607 7.8% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Added to 104,085 15,441 0.0% 0.0% 8 +5,680 5.77% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 103,836 15,404 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 85,178 12,636 0.0% 0.0% 10 +1,211 1.44% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Reduced 70,605 10,474 0.01% 0.01% 11 -2,431 -3.33% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 68,220 10,120 0.0% 0.0% 12 +413 0.61% Q2 2026 Aug 13, 2026
Creative Planning History Added to 59,058 8,761 0.01% 0.01% 13 +378 0.64% Q2 2026 Aug 13, 2026
NICOLET BANKSHARES INC History Added to 51,534 7,765 0.25% 0.26% 14 +15 0.03% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History New 52,307 7,759 0.13% 15 +52,307 New Q2 2026 Jul 21, 2026
MARSHALL WACE, LLP History Added to 47,893 7,104 0.01% 0.0% 16 +42,956 870.08% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 45,090 6,689 0.0% 0.0% 17 +3,273 7.83% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 42,467 6,299 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Added to 42,259 6,269 0.0% 0.0% 19 +4,155 10.9% Q2 2026 Aug 13, 2026
PRAIRIE ADVISORY, LLC History New 37,140 5,509 1.29% 20 +37,140 New Q2 2026 Jul 20, 2026
GOLDMAN SACHS GROUP INC History Reduced 33,883 5,026 0.0% 0.0% 21 -3,806 -10.1% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 28,065 4,163 0.0% 0.0% 22 +939 3.46% Q2 2026 Aug 12, 2026
Nuveen, LLC History Added to 25,682 3,809 0.0% 0.0% 23 +4,142 19.23% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 23,764 3,525 0.0% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History Added to 21,703 3,219 0.0% 0.0% 25 +6,252 40.46% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 20,100 2,981 0.0% 0.01% 26 -13,700 -40.53% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 19,837 2,942 0.0% 0.0% 27 +5,533 38.68% Q2 2026 Aug 13, 2026
Swiss National Bank History Added to 19,717 2,925 0.0% 0.0% 28 +1,300 7.06% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 19,240 2,854 0.0% 0.0% 29 +193 1.01% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,179 2,696 0.0% 0.0% 30 +5,681 45.46% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History New 17,049 2,529 0.03% 31 +17,049 New Q2 2026 Aug 12, 2026
Invesco Ltd. History Added to 16,653 2,470 0.0% 0.0% 32 +1,852 12.51% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History Added to 16,497 2,447 0.16% 0.06% 33 +10,396 170.4% Q2 2026 Aug 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 15,429 2,288 0.15% 0.15% 34 +3,292 27.12% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 15,049 2,232 0.0% 0.0% 35 +792 5.56% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 14,671 2,176 0.0% 0.0% 36 +1,015 7.43% Q2 2026 Aug 04, 2026
Linden Thomas Advisory Services, LLC History Reduced 14,450 2,143 0.17% 0.23% 37 -3,053 -17.44% Q2 2026 Jul 16, 2026
RHUMBLINE ADVISERS History Added to 13,887 2,060 0.0% 0.0% 38 +1,689 13.85% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 13,112 1,945 0.0% 0.0% 39 -3,990 -23.33% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History Reduced 12,918 1,916 0.0% 0.0% 40 -20 -0.15% Q2 2026 Aug 05, 2026
UBS Group AG History Reduced 12,905 1,914 0.0% 0.0% 41 -9,826 -43.23% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History New 12,466 1,849 0.01% 42 +12,466 New Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History Added to 12,456 1,847 0.0% 0.0% 43 +3,136 33.65% Q2 2026 Aug 04, 2026
IHT Wealth Management, LLC History Reduced 11,977 1,776 0.04% 0.04% 44 -300 -2.44% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 11,634 1,725 0.0% 0.0% 45 +4,749 68.98% Q2 2026 Aug 03, 2026
XTX Topco Ltd History New 11,534 1,711 0.02% 46 +11,534 New Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 11,507 1,707 0.0% 0.0% 47 +2,757 31.51% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History Added to 12,460 1,682 0.0% 0.0% 48 +2,540 25.6% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 10,896 1,616 0.0% 0.0% 49 +1 0.01% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 10,404 1,543 0.0% 0.0% 50 +2,765 36.2% Q2 2026 Aug 07, 2026
Rosenthal | Henry Capital Advisors, Inc. History No change 10,400 1,542 1.35% 1.37% 51 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 9,858 1,462 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 9,276 1,366 0.0% 0.0% 53 +5,787 165.86% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History Added to 9,034 1,340 0.0% 0.0% 54 +4,936 120.45% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 8,752 1,298 0.0% 0.0% 55 -10,403 -54.31% Q2 2026 Sep 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 8,624 1,280 0.0% 0.0% 56 +1,286 17.53% Q2 2026 Aug 14, 2026
Focus Partners Wealth History New 8,520 1,263 0.0% 57 +8,520 New Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History Added to 8,116 1,204 0.0% 0.0% 58 +783 10.68% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Added to 7,860 1,166 0.0% 0.0% 59 +102 1.31% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History New 7,492 1,111 0.02% 61 +7,492 New Q2 2026 Jul 10, 2026
BARCLAYS PLC History Added to 7,494 1,111 0.0% 0.0% 60 +774 11.52% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 7,376 1,094 0.0% 0.0% 62 -11,754 -61.44% Q2 2026 Aug 14, 2026
Ellsworth Advisors, LLC History Added to 7,308 1,077 0.18% 0.18% 63 +134 1.87% Q2 2026 Jul 16, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 7,189 1,066 0.0% 0.0% 64 +1,271 21.48% Q2 2026 Aug 13, 2026
F/m Investments LLC History Reduced 7,150 1,060 0.05% 0.07% 65 -1,175 -14.11% Q2 2026 Aug 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 6,896 1,023 0.0% 0.0% 66 -28,831 -80.7% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,500 964 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 6,236 925 0.11% 0.11% 68 0 0.0% Q2 2026 Jul 13, 2026
US BANCORP \DE\ History No change 6,125 908 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History Added to 6,042 896 0.0% 0.0% 70 +536 9.73% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 6,000 890 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History New 5,500 815 0.0% 72 +5,500 New Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History Reduced 5,186 766 0.0% 0.0% 73 -3,242 -38.47% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History New 5,138 763 0.0% 74 +5,138 New Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 5,060 750 0.01% 0.03% 75 -525 -9.4% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 4,950 734 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 4,938 732 0.0% 0.0% 77 +4,153 529.04% Q2 2026 Aug 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 4,929 731 0.0% 0.0% 78 +1,198 32.11% Q2 2026 Aug 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 4,875 723 0.08% 0.09% 79 0 0.0% Q2 2026 Jul 21, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 4,773 708 0.0% 0.0% 80 -49 -1.02% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 5,138 692 0.0% 0.0% 81 0 0.0% Q1 2026 May 18, 2026
FORM Wealth Advisors, LLC History New 4,600 682 0.08% 82 +4,600 New Q2 2026 Jul 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 4,512 669 0.0% 0.0% 83 -203 -4.31% Q2 2026 Sep 09, 2026
Y-Intercept (Hong Kong) Ltd History New 4,430 657 0.01% 84 +4,430 New Q2 2026 Jul 13, 2026
Quantbot Technologies LP History New 4,310 639 0.03% 85 +4,310 New Q2 2026 Aug 12, 2026
ALLSTATE CORP History New 4,303 638 0.01% 86 +4,303 New Q2 2026 Aug 13, 2026
Mueller Wealth, LLC History Added to 4,239 628 0.43% 0.46% 87 +8 0.19% Q2 2026 Aug 03, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 3,963 587 0.0% 0.0% 88 +700 21.45% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History Reduced 3,922 581 0.0% 0.0% 89 -1,290 -24.75% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 3,644 540 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Legacy Private Trust Co. History Reduced 3,520 522 0.03% 0.03% 91 -225 -6.01% Q2 2026 Jul 21, 2026
Shakespeare Wealth Management, LLC History New 3,518 521 0.14% 92 +3,518 New Q2 2026 Jul 20, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 3,195 474 0.03% 0.03% 94 +455 16.61% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,200 474 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History Added to 3,144 466 0.0% 0.0% 95 +598 23.49% Q2 2026 Jul 23, 2026
SG Americas Securities, LLC History Added to 2,926 434 0.0% 0.0% 96 +860 41.63% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History New 2,861 424 0.0% 97 +2,861 New Q2 2026 Aug 14, 2026
Corient Private Wealth LP History New 2,808 416 0.0% 98 +2,808 New Q2 2026 Aug 27, 2026
Arizona State Retirement System History Added to 2,705 401 0.0% 0.0% 99 +133 5.17% Q2 2026 Aug 07, 2026
Csenge Advisory Group History No change 2,689 398 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,470 366 0.0% 0.0% 101 -18,590 -88.27% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,304 341 0.0% 0.0% 102 +4 0.17% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History Reduced 2,247 333 0.01% 0.01% 103 -23 -1.01% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 2,237 331 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History No change 2,204 326 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 20, 2026
VestGen Investment Management History No change 2,200 326 0.17% 0.16% 106 0 0.0% Q2 2026 Jul 31, 2026
Comprehensive Money Management Services LLC History No change 2,179 323 0.2% 0.19% 107 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 2,173 322 0.0% 0.0% 108 -121 -5.27% Q2 2026 Aug 10, 2026
Macco Financial Group, Inc. History No change 2,172 322 0.21% 0.22% 109 0 0.0% Q2 2026 Aug 07, 2026
DRW Securities, LLC History Added to 2,152 319 0.01% 0.0% 110 +487 29.25% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,101 312 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 2,100 311 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 17, 2026
DIVERSIFIED MANAGEMENT INC History No change 2,029 301 0.06% 0.05% 113 0 0.0% Q2 2026 Jul 09, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,020 299 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 18, 2026
KLP KAPITALFORVALTNING AS History No change 2,000 297 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 2,002 296 0.0% 0.0% 116 +332 19.88% Q2 2026 Aug 12, 2026
TCFG Investment Advisors, LLC History No change 1,982 294 0.1% 0.1% 117 0 0.0% Q2 2026 Jul 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 1,966 291 0.0% 0.0% 118 -2,053 -51.08% Q2 2026 Aug 06, 2026
Cornerstone Investment Partners, LLC History Reduced 1,953 289 0.01% 0.01% 119 -94 -4.59% Q2 2026 Aug 07, 2026
Jain Global LLC History New 1,947 288 0.0% 120 +1,947 New Q2 2026 Aug 14, 2026
Brooklyn Investment Group History No change 2,094 282 0.01% 0.01% 121 0 0.0% Q1 2026 Apr 29, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 1,982 267 0.1% 0.1% 122 0 0.0% Q1 2026 Apr 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 1,765 261 0.0% 123 +1,765 New Q2 2026 Aug 19, 2026
PRUDENTIAL FINANCIAL INC History Added to 1,620 240 0.0% 0.0% 124 +95 6.23% Q2 2026 Aug 12, 2026
LPL Financial LLC History Reduced 1,588 235 0.0% 0.0% 125 -38 -2.34% Q2 2026 Aug 07, 2026
Engineers Gate Manager LP History New 1,538 228 0.0% 126 +1,538 New Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 1,522 225 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 30, 2026
Virtu Financial LLC History New 1,475 219 0.01% 128 +1,475 New Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 1,421 210 0.0% 0.01% 129 -1,836 -56.37% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History New 1,350 201 0.01% 130 +1,350 New Q2 2026 Jul 24, 2026
ProShare Advisors LLC History Reduced 1,354 200 0.0% 0.0% 131 -141 -9.43% Q2 2026 Aug 11, 2026
CANADA LIFE ASSURANCE Co History No change 1,191 176 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History Added to 1,085 160 0.0% 0.0% 133 +82 8.18% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History Added to 938 139 0.0% 0.0% 135 +458 95.42% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Added to 941 139 0.0% 0.0% 134 +97 11.49% Q2 2026 Aug 13, 2026
CWM, LLC History No change 851 114 0.0% 0.0% 136 0 0.0% Q1 2026 May 14, 2026
Johnson Financial Group, Inc. History No change 665 99 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History Reduced 637 94 0.0% 0.0% 138 -125 -16.4% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 503 74 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History Added to 314 47 0.0% 0.0% 140 +32 11.35% Q2 2026 Aug 14, 2026
Arax Advisory Partners History New 184 27 0.0% 141 +184 New Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History Reduced 180 26 0.0% 0.0% 142 -117 -39.39% Q2 2026 Jul 28, 2026
Copeland Capital Management, LLC History No change 178 26 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 04, 2026
Ancora Advisors LLC History No change 174 25 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 153 22 0.0% 0.0% 145 +72 88.89% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History New 130 19 0.0% 146 +130 New Q2 2026 Jul 02, 2026
Federation des caisses Desjardins du Quebec History Added to 118 17 0.0% 0.0% 147 +38 47.5% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History New 110 16 0.0% 148 +110 New Q2 2026 Jul 24, 2026
GAMMA Investing LLC History Reduced 70 10 0.0% 0.0% 149 -9 -11.39% Q2 2026 Jul 07, 2026
Caitong International Asset Management Co., Ltd History Reduced 63 9 0.0% 0.01% 150 -362 -85.18% Q2 2026 Aug 04, 2026
Optiver Holding B.V. History Added to 56 8 0.0% 0.0% 151 +6 12.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 52 7 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History Added to 39 5 0.0% 0.0% 154 +14 56.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 40 5 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Added to 27 4 0.0% 0.0% 155 +12 80.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 28 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 22 3 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 20 2 0.0% 0.0% 158 -184 -90.2% Q2 2026 Aug 12, 2026
Quarry LP History New 11 1 0.0% 164 +11 New Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History New 9 1 0.0% 165 +9 New Q2 2026 Jul 20, 2026
Essential Partners LLC History New 9 1 0.0% 166 +9 New Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History New 8 1 0.0% 162 +8 New Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History New 8 1 0.0% 163 +8 New Q2 2026 Jul 20, 2026
Covestor Ltd History Added to 7 1 0.0% 0.0% 159 +2 40.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History Reduced 10 1 0.0% 0.0% 160 -2 -16.67% Q2 2026 Jul 16, 2026
Keating Financial Advisory Services, Inc. History Added to 12 1 0.0% 0.0% 161 +2 20.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History Closed out 0 0 0.1% -37,359 -100.0% Q2 2026 Jul 09, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -17,111 -100.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -5,568 -100.0% Q2 2026 Jul 28, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -2,724 -100.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -2,136 -100.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -1,880 -100.0% Q2 2026 Jul 27, 2026
Tidal Investments LLC History Closed out 0 0 0.0% -1,847 -100.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History Closed out 0 0 0.01% -1,580 -100.0% Q2 2026 Aug 04, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -1,513 -100.0% Q2 2026 Jul 29, 2026
BALLAST ADVISORS LLC History Closed out 0 0 0.04% -1,138 -100.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -25 -100.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History New 5 0 +5 New Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History New 4 0 +4 New Q2 2026 Aug 06, 2026
Trust Co History New 4 0 +4 New Q2 2026 Jul 10, 2026
Farther Finance Advisors, LLC History New 3 0 +3 New Q2 2026 Jul 17, 2026
Physician Wealth Advisors, Inc. History No change 4 0 0 0.0% Q2 2026 Jul 20, 2026
Smartleaf Asset Management LLC History No change 4 0 0 0.0% Q2 2026 Aug 12, 2026