Business First Bancshares, Inc. - BFST

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 2,732,988 83,984 0.0% 0.0% 1 +286,027 11.69% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 1,399,712 43,013 0.0% 0.0% 2 -31,450 -2.2% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,311,018 40,287 0.01% 0.01% 3 +145,298 12.46% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History New 1,089,827 33,490 0.01% 4 +1,089,827 New Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 1,045,212 32,119 0.0% 0.0% 5 +384,122 58.1% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,025,919 31,526 0.01% 0.01% 6 +135,528 15.22% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History Added to 931,811 28,634 0.23% 0.22% 7 +95,713 11.45% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 989,686 26,761 0.01% 0.01% 8 0 0.0% Q1 2026 May 18, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 863,416 26,539 0.0% 0.0% 9 +53,412 6.59% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 450,790 13,852 0.0% 0.0% 10 +8,937 2.02% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 432,026 13,276 0.01% 0.01% 11 -2,905 -0.67% Q2 2026 Sep 09, 2026
JPMORGAN CHASE & CO History Added to 405,623 12,440 0.0% 0.0% 12 +170,739 72.69% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History New 364,389 11,198 0.01% 13 +364,389 New Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 312,000 9,587 0.0% 0.0% 14 +15,909 5.37% Q2 2026 Aug 13, 2026
MENDON CAPITAL ADVISORS CORP History Added to 293,893 9,031 3.19% 2.62% 15 +43,893 17.56% Q2 2026 Aug 11, 2026
Curi Capital, LLC History Added to 293,902 9,031 0.14% 0.12% 16 +43,893 17.56% Q2 2026 Aug 14, 2026
Ranger Investment Management, L.P. History Reduced 284,500 8,742 0.55% 0.63% 17 -36,790 -11.45% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 278,146 8,547 0.0% 0.0% 18 +32,839 13.39% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 271,895 8,355 0.0% 0.0% 19 +5,478 2.06% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Added to 246,486 7,574 0.01% 0.01% 20 +5,085 2.11% Q2 2026 Aug 06, 2026
BANC FUNDS CO LLC History No change 234,257 7,198 1.19% 1.18% 21 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 216,466 6,652 0.0% 0.0% 22 +7,232 3.46% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 207,204 6,367 0.11% 0.11% 23 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 195,614 6,011 0.0% 0.0% 24 +33,841 20.92% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 187,352 5,757 0.0% 0.0% 25 +106,980 133.11% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 176,442 5,422 0.0% 0.0% 26 -721 -0.41% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Added to 159,615 4,904 0.0% 0.0% 27 +116,078 266.62% Q2 2026 Sep 02, 2026
Empowered Funds, LLC History No change 121,404 3,730 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 120,086 3,690 0.0% 0.0% 29 +4,435 3.83% Q2 2026 Aug 11, 2026
Arax Advisory Partners History Added to 110,128 3,384 0.02% 0.04% 30 +55,563 101.83% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 105,211 3,233 0.0% 0.0% 31 +4,354 4.32% Q2 2026 Aug 14, 2026
Polaris Capital Management, LLC History Added to 98,200 3,017 0.28% 0.18% 32 +15,800 19.17% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History Added to 109,598 2,963 0.0% 0.0% 33 +4,960 4.74% Q2 2026 Aug 14, 2026
Man Group plc History Added to 92,056 2,828 0.0% 0.0% 34 +42,463 85.62% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Added to 88,239 2,711 0.0% 0.0% 35 +42,996 95.03% Q2 2026 Aug 14, 2026
Creative Planning History Added to 86,946 2,671 0.0% 0.0% 36 +5,999 7.41% Q2 2026 Aug 13, 2026
Nuveen, LLC History Added to 78,000 2,396 0.0% 0.0% 37 +18,360 30.78% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 70,503 2,166 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Reduced 68,686 2,110 0.0% 0.0% 39 -109,861 -61.53% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Added to 66,963 2,057 0.0% 0.0% 40 +32,529 94.47% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 62,308 1,914 0.0% 0.0% 41 +4,700 8.16% Q2 2026 Aug 11, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 61,136 1,878 0.7% 0.72% 42 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial Wealth Advisors, LLC History Added to 59,472 1,827 0.23% 0.23% 43 +23 0.04% Q2 2026 Jul 15, 2026
UBS Group AG History Added to 54,976 1,689 0.0% 0.0% 44 +23,967 77.29% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 49,454 1,519 0.0% 0.0% 45 +13,274 36.69% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 49,289 1,514 0.0% 0.0% 46 -2,068 -4.03% Q2 2026 Aug 14, 2026
Argent Advisors, Inc. History Added to 48,638 1,494 0.37% 0.18% 47 +23,742 95.36% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History Added to 47,652 1,464 0.0% 0.0% 48 +253 0.53% Q2 2026 Jul 28, 2026
Pacific Ridge Capital Partners, LLC History Reduced 46,854 1,439 0.26% 0.28% 49 -529 -1.12% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 46,750 1,436 0.0% 0.0% 50 +3,300 7.59% Q2 2026 Aug 07, 2026
Womack Financial LLC History Reduced 43,858 1,347 0.89% 1.01% 51 -6,803 -13.43% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Added to 41,893 1,287 0.0% 0.0% 52 +3,101 7.99% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History Reduced 41,303 1,270 0.0% 0.0% 53 -19,093 -31.61% Q2 2026 Aug 14, 2026
Montz Harcus Wealth Management LLC History Added to 40,743 1,252 0.45% 0.44% 54 +213 0.53% Q2 2026 Jul 24, 2026
PRUDENTIAL FINANCIAL INC History Added to 40,555 1,246 0.0% 0.0% 55 +250 0.62% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 38,306 1,177 0.02% 56 +38,306 New Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History New 38,158 1,172 0.0% 57 +38,158 New Q2 2026 Aug 14, 2026
Meriwether Wealth & Planning, LLC History Reduced 37,186 1,142 0.57% 0.56% 58 -397 -1.06% Q2 2026 Jul 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 37,123 1,140 0.0% 0.0% 59 +9,547 34.62% Q2 2026 Aug 24, 2026
Invesco Ltd. History Added to 36,504 1,121 0.0% 0.0% 60 +1,121 3.17% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History Reduced 36,237 1,113 0.02% 0.02% 61 -2,000 -5.23% Q2 2026 Aug 06, 2026
Jump Financial, LLC History New 35,720 1,097 0.01% 62 +35,720 New Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 34,317 1,054 0.0% 0.0% 63 +7,182 26.47% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 32,783 1,007 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History Added to 32,100 986 0.0% 0.0% 65 +5,643 21.33% Q2 2026 Aug 07, 2026
CITIGROUP INC History Added to 31,606 971 0.0% 0.0% 66 +26,319 497.81% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 31,600 971 0.0% 0.0% 67 +766 2.48% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 31,391 964 0.0% 0.0% 68 +1,770 5.98% Q2 2026 Aug 04, 2026
FreeGulliver LLC History No change 30,014 922 0.33% 0.34% 69 0 0.0% Q2 2026 Aug 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 29,774 914 0.0% 0.0% 70 -5,379 -15.3% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 28,991 890 0.0% 0.0% 71 +10,958 60.77% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 27,631 884 0.06% 0.05% 72 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History Added to 27,000 829 0.0% 0.0% 73 +3,600 15.38% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History Added to 26,824 824 0.0% 0.0% 74 +14,720 121.61% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 26,606 817 0.0% 0.0% 75 -24,846 -48.29% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 26,451 813 0.0% 0.0% 76 +3,934 17.47% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 25,913 796 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 25,486 783 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 29, 2026
Pathstone Holdings, LLC History No change 25,395 780 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 24,069 739 0.0% 0.0% 80 +6,629 38.01% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 23,626 726 0.0% 0.0% 81 +313 1.34% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 23,321 716 0.0% 82 +23,321 New Q2 2026 Aug 13, 2026
Penn Capital Management Company, LLC History Reduced 22,374 687 0.04% 0.05% 83 -2,505 -10.07% Q2 2026 Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 21,760 668 0.0% 0.0% 84 +12,223 128.16% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Added to 21,639 665 0.0% 0.0% 85 +11,316 109.62% Q2 2026 Aug 07, 2026
Vines Capital Management, LLC History Reduced 21,000 645 0.53% 1.31% 86 -28,062 -57.2% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 19,890 611 0.01% 0.02% 87 0 0.0% Q2 2026 Aug 12, 2026
Kings Path Partners LLC History No change 19,770 607 0.16% 0.18% 88 0 0.0% Q2 2026 Jul 14, 2026
Y-Intercept (Hong Kong) Ltd History New 19,479 598 0.01% 89 +19,479 New Q2 2026 Jul 13, 2026
LSV ASSET MANAGEMENT History No change 19,270 592 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 06, 2026
MetLife Investment Management, LLC History Added to 18,334 563 0.0% 0.0% 91 +1,203 7.02% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History Added to 17,972 552 0.02% 0.0% 93 +15,823 736.3% Q2 2026 Aug 12, 2026
FIRST FOUNDATION ADVISORS History No change 17,966 552 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History Reduced 17,950 551 0.01% 0.01% 94 -600 -3.23% Q2 2026 Aug 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Reduced 17,475 537 0.01% 0.02% 95 -6,553 -27.27% Q2 2026 Aug 14, 2026
VARCOV Co. History New 17,459 536 0.2% 96 +17,459 New Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 16,500 507 0.05% 0.05% 97 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 16,350 502 0.0% 0.0% 98 -172 -1.04% Q2 2026 Aug 14, 2026
Hartmann Taylor Wealth Management, LLC History No change 18,506 500 0.33% 0.33% 99 0 0.0% Q2 2026 Jul 28, 2026
1492 Capital Management LLC History No change 16,216 498 0.15% 0.17% 100 0 0.0% Q2 2026 Aug 11, 2026
E&G Advisors, LLC History No change 16,100 494 0.1% 0.1% 101 0 0.0% Q2 2026 Jul 23, 2026
EntryPoint Capital, LLC History No change 15,774 484 0.12% 0.12% 102 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History Reduced 15,692 482 0.0% 0.0% 103 -11,327 -41.92% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 15,163 465 0.0% 0.0% 104 +4,547 42.83% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History New 15,005 461 0.0% 105 +15,005 New Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 14,640 449 0.0% 0.0% 106 -117 -0.79% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 13,022 400 0.0% 0.0% 107 +832 6.83% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 12,602 387 0.0% 0.0% 108 +3,400 36.95% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History Added to 11,672 359 0.0% 0.0% 109 +1,943 19.97% Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 11,001 338 0.0% 110 +11,001 New Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 10,490 322 0.0% 0.0% 111 +366 3.62% Q2 2026 Aug 19, 2026
Sequoia Financial Advisors, LLC History New 10,422 320 0.0% 112 +10,422 New Q2 2026 Jul 17, 2026
Aquatic Capital Management LLC History Added to 10,186 313 0.01% 0.0% 113 +9,764 2313.74% Q2 2026 Aug 14, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 10,000 307 0.13% 0.12% 114 0 0.0% Q2 2026 Jul 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 9,800 301 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 9,376 288 0.0% 0.0% 117 +1,532 19.53% Q2 2026 Jul 23, 2026
Sterling Capital Management LLC History Reduced 9,382 288 0.0% 0.01% 116 -403 -4.12% Q2 2026 Jul 28, 2026
KG Capital Management History No change 8,831 271 0.16% 0.17% 118 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History Added to 8,570 263 0.0% 0.0% 119 +439 5.4% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History New 8,503 261 0.01% 120 +8,503 New Q2 2026 Aug 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,978 245 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
Daytona Street Capital LLC History No change 8,000 241 0.18% 0.17% 122 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History New 7,706 236 0.0% 123 +7,706 New Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History Added to 7,667 235 0.0% 0.0% 124 +6,284 454.37% Q2 2026 Aug 12, 2026
JMN Financial LLC History Reduced 7,641 234 0.18% 0.21% 125 -345 -4.32% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History Reduced 7,301 224 0.0% 0.0% 126 -457 -5.89% Q2 2026 Aug 11, 2026
DGS Capital Management, LLC History No change 8,165 220 0.04% 0.04% 127 0 0.0% Q1 2026 Apr 28, 2026
Farther Finance Advisors, LLC History Added to 7,124 218 0.0% 0.0% 128 +168 2.42% Q2 2026 Jul 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 7,052 216 0.0% 0.0% 129 -1,700 -19.42% Q2 2026 Aug 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 6,902 212 0.0% 130 +6,902 New Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 6,850 210 0.0% 131 +6,850 New Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 6,723 206 0.0% 0.0% 132 -39,545 -85.47% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 6,678 205 0.0% 0.0% 133 -733 -9.89% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 6,543 201 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 6,300 193 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History Added to 4,562 140 0.0% 0.0% 136 +465 11.35% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 4,424 136 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
CWM, LLC History No change 4,453 120 0.0% 0.0% 138 0 0.0% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 3,169 97 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History Added to 2,885 88 0.0% 0.0% 140 +506 21.27% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 2,799 86 0.0% 0.0% 141 +537 23.74% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 1,666 51 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Delos Wealth Advisors, LLC History No change 1,258 38 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 1,189 36 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 20, 2026
Smartleaf Asset Management LLC History No change 1,099 33 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History New 1,066 32 0.0% 146 +1,066 New Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 725 22 0.0% 0.0% 147 +682 1586.05% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History New 525 16 0.0% 148 +525 New Q2 2026 Aug 13, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 499 15 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History No change 330 10 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 07, 2026
Optiver Holding B.V. History Added to 274 8 0.0% 0.0% 151 +168 158.49% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History New 239 7 0.0% 154 +239 New Q2 2026 Aug 12, 2026
Allworth Financial LP History Added to 247 7 0.0% 0.0% 152 +11 4.66% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 226 7 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History Reduced 205 6 0.0% 0.0% 155 -227 -52.55% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Added to 166 5 0.0% 0.0% 156 +23 16.08% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 193 5 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 141 4 0.0% 0.0% 158 -8 -5.37% Q2 2026 Jul 20, 2026
Essential Partners LLC History Reduced 110 3 0.0% 0.0% 160 -25 -18.52% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Reduced 126 3 0.0% 0.0% 159 -9 -6.67% Q2 2026 Jul 24, 2026
OSAIC HOLDINGS, INC. History Added to 79 2 0.0% 0.0% 162 +3 3.95% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 78 2 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 74 2 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 34 1 0.0% 0.0% 164 -12,581 -99.73% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History Reduced 59 1 0.0% 0.0% 165 -93 -61.18% Q2 2026 Jul 23, 2026
Quarry LP History Added to 50 1 0.0% 168 +19 61.29% Q2 2026 Aug 14, 2026
Covestor Ltd History Reduced 17 1 0.0% 0.0% 167 -10 -37.04% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History Reduced 59 1 0.0% 0.0% 169 -7 -10.61% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 35 1 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
Torren Management, LLC History No change 63 1 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 10, 2026
Fourthstone LLC History Closed out 0 0 1.06% -231,075 -100.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -116,841 -100.0% Q2 2026 Aug 14, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Closed out 0 0 0.14% -47,736 -100.0% Q2 2026 Jul 28, 2026
Gator Capital Management, LLC History Closed out 0 0 0.18% -33,168 -100.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -28,787 -100.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 30 0 0.0% -24,338 -99.88% Q2 2026 Aug 13, 2026
MQS Management LLC History Closed out 0 0 0.39% -21,397 -100.0% Q2 2026 Aug 07, 2026
CenterBook Partners LP History Closed out 0 0 0.02% -15,532 -100.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -10,916 -100.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -107 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 0.0% -49 -100.0% Q2 2026 Jul 29, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -30 -100.0% Q2 2026 Jul 20, 2026
MAI Capital Management History Closed out 0 0 -19 -100.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History New 15 0 +15 New Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History Added to 19 0 +14 280.0% Q2 2026 Jul 20, 2026
Caitong International Asset Management Co., Ltd History New 4 0 +4 New Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History Added to 11 0 +1 10.0% Q2 2026 Aug 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 -1 -100.0% Q2 2026 Aug 13, 2026
Trust Co History No change 17 0 0 0.0% Q2 2026 Jul 10, 2026
Sunbelt Securities, Inc. History No change 13 0 0 0.0% Q1 2026 May 15, 2026