Bank First Corp - BFC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 821,389 | 121,853 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 465,415 | 69,044 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 437,337 | 65,100 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 296,453 | 43,986 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 205,855 | 30,634 | 0.01% | 0.01% | 5 | +18,177 | 9.69% | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | No change | 174,046 | 25,819 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 146,537 | 21,738 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 104,085 | 15,441 | 0.0% | 0.0% | 8 | 0 | 0.0% | 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 | No change | 85,178 | 12,636 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 74,440 | 11,077 | 1.28% | 1.29% | 11 | +37,300 | 100.43% | Q3 2026 | Oct 19, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 70,605 | 10,474 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 68,220 | 10,120 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 60,211 | 8,959 | 0.01% | 0.01% | 14 | +1,153 | 1.95% | Q3 2026 | Nov 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 52,415 | 7,799 | 0.13% | 0.13% | 15 | +108 | 0.21% | Q3 2026 | Nov 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 51,534 | 7,765 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,870 | 7,123 | 0.0% | 0.0% | 17 | +2,780 | 6.17% | Q3 2026 | Nov 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 47,893 | 7,104 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 42,467 | 6,299 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 42,259 | 6,269 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 40,420 | 6,014 | 0.33% | 0.03% | 21 | +36,900 | 1048.3% | Q3 2026 | Oct 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 33,883 | 5,026 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 28,065 | 4,163 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 25,682 | 3,809 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 23,764 | 3,525 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 21,703 | 3,219 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 20,100 | 2,981 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,837 | 2,942 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 19,717 | 2,925 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19,240 | 2,854 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,179 | 2,696 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,049 | 2,529 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 16,653 | 2,470 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 16,497 | 2,447 | 0.16% | 0.16% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 15,429 | 2,288 | 0.15% | 0.15% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,049 | 2,232 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 14,429 | 2,147 | 0.17% | 0.17% | 37 | -21 | -0.15% | Q3 2026 | Oct 19, 2026 |
| RHUMBLINE ADVISERS | History | No change | 13,887 | 2,060 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,112 | 1,945 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 12,918 | 1,916 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 12,905 | 1,914 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 12,466 | 1,849 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 12,456 | 1,847 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,977 | 1,776 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 11,534 | 1,711 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 11,507 | 1,707 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 12,460 | 1,682 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,896 | 1,616 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 10,400 | 1,547 | 1.42% | 1.35% | 49 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,404 | 1,543 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,858 | 1,462 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,521 | 1,408 | 0.0% | 0.0% | 52 | +245 | 2.64% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,034 | 1,340 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,752 | 1,298 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,624 | 1,280 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 8,520 | 1,263 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 8,116 | 1,204 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 7,860 | 1,166 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 7,472 | 1,111 | 0.0% | 0.0% | 60 | -4,162 | -35.77% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 7,494 | 1,111 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 7,356 | 1,094 | 0.18% | 0.18% | 62 | +48 | 0.66% | Q3 2026 | Oct 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,376 | 1,094 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 7,165 | 1,066 | 0.02% | 0.02% | 63 | -327 | -4.36% | Q3 2026 | Oct 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 7,189 | 1,066 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| F/m Investments LLC | History | No change | 7,150 | 1,060 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 6,896 | 1,023 | 0.0% | 0.0% | 66 | 0 | 0.0% | 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 | 927 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,042 | 896 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,000 | 890 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,500 | 815 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,186 | 766 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 5,138 | 763 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 5,060 | 750 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,950 | 734 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,938 | 732 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 4,929 | 731 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 4,875 | 725 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,773 | 708 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 4,600 | 684 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,512 | 669 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quantbot Technologies LP | History | No change | 4,310 | 639 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 4,303 | 638 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mueller Wealth, LLC | History | Added to | 4,247 | 631 | 0.4% | 0.43% | 84 | +8 | 0.19% | Q3 2026 | Nov 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,963 | 587 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,922 | 581 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,644 | 540 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 3,518 | 523 | 0.1% | 0.14% | 88 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 3,382 | 503 | 0.03% | 0.03% | 89 | +187 | 5.85% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,200 | 474 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,144 | 466 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 2,926 | 434 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 2,861 | 424 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,808 | 416 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arizona State Retirement System | History | Added to | 2,764 | 411 | 0.0% | 0.0% | 95 | +59 | 2.18% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,470 | 366 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,307 | 343 | 0.0% | 0.0% | 97 | +3 | 0.13% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,245 | 334 | 0.0% | 0.0% | 98 | +41 | 1.86% | Q3 2026 | Oct 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,237 | 331 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Investment Management | History | No change | 2,200 | 326 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,179 | 323 | 0.2% | 0.2% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Macco Financial Group, Inc. | History | No change | 2,172 | 323 | 0.2% | 0.21% | 102 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,173 | 322 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 2,152 | 319 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,101 | 312 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,093 | 311 | 0.0% | 0.0% | 106 | -4,032 | -65.83% | Q3 2026 | Nov 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,100 | 311 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 2,020 | 299 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,000 | 297 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,002 | 296 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 1,966 | 291 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,949 | 290 | 0.0% | — | 112 | +1,949 | New | Q3 2026 | Nov 02, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 1,953 | 289 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jain Global LLC | History | No change | 1,947 | 288 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Reduced | 1,929 | 287 | 0.05% | 0.06% | 115 | -100 | -4.93% | Q3 2026 | Oct 08, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 1,872 | 278 | 0.09% | 0.1% | 116 | -110 | -5.55% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,765 | 261 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,620 | 240 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,588 | 235 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 1,538 | 228 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,522 | 226 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Virtu Financial LLC | History | No change | 1,475 | 219 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 1,421 | 210 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,350 | 201 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,191 | 176 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,085 | 160 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | New | 1,024 | 150 | 0.02% | — | 127 | +1,024 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 941 | 139 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 938 | 139 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 665 | 99 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 637 | 94 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 503 | 75 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 314 | 47 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 224 | 33 | 0.0% | 0.0% | 134 | +44 | 24.44% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 200 | 29 | 0.0% | 0.0% | 135 | +70 | 53.85% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 184 | 27 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copeland Capital Management, LLC | History | No change | 178 | 26 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ancora Advisors LLC | History | No change | 174 | 25 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 153 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 121 | 18 | 0.0% | 0.0% | 140 | +11 | 10.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 118 | 17 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 70 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | Added to | 63 | 9 | 0.0% | 0.0% | 143 | +11 | 21.15% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 56 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 42 | 6 | 0.0% | 0.0% | 145 | +14 | 50.0% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 39 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 27 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24 | 3 | 0.0% | — | 150 | +21 | 700.0% | Q3 2026 | Oct 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 8 | 1 | 0.0% | — | 161 | +8 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 1 | 0.0% | — | 160 | +7 | New | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Reduced | 5 | 1 | 0.0% | 0.0% | 153 | -2 | -28.57% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 11 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,671 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,430 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -2,689 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,247 | -100.0% | Q3 2026 | Oct 27, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,354 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |