Business First Bancshares, Inc. - BFST

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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 No change 2,732,988 83,984 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,437,533 43,256 0.01% 0.01% 2 +126,515 9.65% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,399,712 43,013 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 1,089,827 33,490 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,045,212 32,119 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,025,919 31,526 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 931,811 28,634 0.23% 0.23% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 863,416 26,539 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 432,026 13,276 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 09, 2026
Bank of New York Mellon Corp History Reduced 437,745 13,171 0.0% 0.0% 10 -13,045 -2.89% Q3 2026 Nov 05, 2026
JPMORGAN CHASE & CO History No change 405,623 12,440 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 364,389 11,198 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 312,000 9,587 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
MENDON CAPITAL ADVISORS CORP History No change 293,893 9,031 3.19% 3.19% 14 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 293,902 9,031 0.14% 0.14% 15 0 0.0% Q2 2026 Aug 14, 2026
Ranger Investment Management, L.P. History No change 284,500 8,742 0.55% 0.55% 16 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 278,146 8,547 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 271,895 8,355 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 246,486 7,574 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 06, 2026
BANC FUNDS CO LLC History No change 234,257 7,198 1.19% 1.19% 20 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 216,466 6,652 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 207,204 6,367 0.11% 0.11% 22 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 195,614 6,011 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 187,352 5,757 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 176,442 5,422 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 159,615 4,904 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 02, 2026
Empowered Funds, LLC History No change 121,404 3,730 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 120,086 3,690 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 110,128 3,384 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 10, 2026
AQR CAPITAL MANAGEMENT LLC History No change 105,211 3,233 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 100,086 3,011 0.0% 0.0% 31 +13,140 15.11% Q3 2026 Nov 02, 2026
ALLIANCEBERNSTEIN L.P. History No change 109,598 2,963 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Polaris Capital Management, LLC History No change 98,200 2,954 0.31% 0.28% 33 0 0.0% Q3 2026 Oct 21, 2026
Man Group plc History No change 92,056 2,828 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 88,239 2,711 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 78,000 2,396 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 78,156 2,351 0.0% 0.0% 37 +46,765 148.98% Q3 2026 Nov 02, 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 No change 68,686 2,110 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 66,963 2,057 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 62,308 1,914 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial Wealth Advisors, LLC History Added to 59,487 1,789 0.22% 0.23% 42 +15 0.03% Q3 2026 Oct 15, 2026
UBS Group AG History No change 54,976 1,689 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
SMITH SHELLNUT WILSON LLC /ADV History Reduced 53,611 1,613 0.61% 0.7% 44 -7,525 -12.31% Q3 2026 Oct 21, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 49,454 1,519 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 49,289 1,514 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Argent Advisors, Inc. History No change 48,638 1,494 0.37% 0.37% 47 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History Added to 47,880 1,440 0.0% 0.0% 48 +228 0.48% Q3 2026 Nov 02, 2026
Pacific Ridge Capital Partners, LLC History No change 46,854 1,439 0.26% 0.26% 49 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 46,750 1,436 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 41,893 1,287 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 41,303 1,270 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 40,555 1,246 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 12, 2026
Montz Harcus Wealth Management LLC History Added to 40,939 1,231 0.43% 0.45% 54 +196 0.48% Q3 2026 Oct 09, 2026
Womack Financial LLC History Reduced 40,006 1,203 0.79% 0.89% 55 -3,852 -8.78% Q3 2026 Oct 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 38,306 1,177 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 38,158 1,172 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 37,123 1,140 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 24, 2026
State of New Jersey Common Pension Fund D History New 37,569 1,130 0.0% — 59 +37,569 New Q3 2026 Nov 05, 2026
Invesco Ltd. History No change 36,504 1,121 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Meriwether Wealth & Planning, LLC History No change 37,186 1,118 0.5% 0.57% 61 0 0.0% Q3 2026 Oct 13, 2026
Geneos Wealth Management Inc. History No change 36,237 1,113 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 06, 2026
Jump Financial, LLC History No change 35,720 1,097 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 34,317 1,054 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 35,000 1,053 0.0% 0.0% 65 +8,000 29.63% Q3 2026 Oct 30, 2026
LPL Financial LLC History No change 32,783 1,007 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 32,100 986 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 31,600 971 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
FreeGulliver LLC History No change 30,014 922 0.33% 0.33% 69 0 0.0% Q2 2026 Aug 11, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 29,774 914 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History New 30,312 912 0.51% — 71 +30,312 New Q3 2026 Oct 19, 2026
Quantinno Capital Management LP History No change 28,991 890 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 27,631 884 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 26,824 824 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 26,606 817 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 26,451 813 0.0% 0.0% 76 0 0.0% 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
Pathstone Holdings, LLC History No change 25,395 780 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 25,486 766 0.02% 0.02% 79 0 0.0% Q3 2026 Oct 16, 2026
Penn Capital Management Company, LLC History Added to 24,996 752 0.05% 0.04% 80 +2,622 11.72% Q3 2026 Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 24,069 739 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 23,626 726 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 23,321 716 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 23,286 700 0.0% 0.0% 84 -8,320 -26.32% Q3 2026 Nov 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 21,760 668 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 21,639 665 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
Vines Capital Management, LLC History No change 21,000 645 0.53% 0.53% 87 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 19,890 611 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 12, 2026
Kings Path Partners LLC History No change 19,770 594 0.16% 0.16% 89 0 0.0% Q3 2026 Oct 21, 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 No change 18,334 563 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Hartmann Taylor Wealth Management, LLC History No change 18,506 556 0.31% 0.33% 92 0 0.0% Q3 2026 Oct 14, 2026
FIRST FOUNDATION ADVISORS History No change 17,966 552 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 17,972 552 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 17,950 551 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 17,475 537 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 17,459 536 0.2% 0.2% 97 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 16,500 507 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History No change 16,350 502 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
1492 Capital Management LLC History No change 16,216 498 0.15% 0.15% 100 0 0.0% Q2 2026 Aug 11, 2026
E&G Advisors, LLC History No change 16,100 484 0.09% 0.1% 101 0 0.0% Q3 2026 Oct 13, 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 No change 15,692 482 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 15,163 465 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 15,005 461 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 14,640 449 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 13,022 400 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,602 387 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 11,672 359 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 11,001 338 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,490 322 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 19, 2026
Sequoia Financial Advisors, LLC History No change 10,422 320 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 17, 2026
Aquatic Capital Management LLC History No change 10,186 313 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History New 10,400 312 0.01% — 114 +10,400 New Q3 2026 Oct 13, 2026
Sterling Capital Management LLC History Added to 10,060 302 0.01% 0.0% 115 +678 7.23% Q3 2026 Oct 22, 2026
ASSET PLANNING SERVICES INC /LA/ /ADV History No change 10,000 301 0.12% 0.13% 116 0 0.0% Q3 2026 Oct 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 9,800 301 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,376 288 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 23, 2026
KG Capital Management History No change 8,831 265 0.16% 0.16% 119 0 0.0% Q3 2026 Oct 14, 2026
Arizona State Retirement System History Added to 8,742 263 0.0% 0.0% 120 +172 2.01% Q3 2026 Nov 03, 2026
Campbell & CO Investment Adviser LLC History No change 8,503 261 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 03, 2026
Daytona Street Capital LLC History No change 8,000 246 0.18% 0.18% 122 0 0.0% Q3 2026 Oct 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,978 245 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 7,706 236 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History No change 7,667 235 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
JMN Financial LLC History No change 7,641 234 0.18% 0.18% 126 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 7,301 224 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 7,293 219 0.02% — 128 +7,293 New Q3 2026 Oct 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 7,219 217 0.0% — 129 +7,219 New Q3 2026 Nov 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 6,902 212 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 7,052 212 0.0% 0.0% 131 0 0.0% Q3 2026 Oct 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,850 210 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,723 206 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 6,678 205 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 6,543 201 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 6,300 193 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 4,694 141 0.0% 0.0% 137 -2,430 -34.11% Q3 2026 Oct 08, 2026
FMR LLC History No change 4,562 140 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 4,424 136 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 3,169 97 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 17, 2026
Ameritas Investment Partners, Inc. History No change 2,885 88 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 2,799 86 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 1,666 51 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Delos Wealth Advisors, LLC History No change 1,258 38 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 1,189 35 0.0% 0.0% 145 0 0.0% Q3 2026 Oct 15, 2026
Smartleaf Asset Management LLC History No change 1,099 33 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History No change 1,066 32 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 725 21 0.0% 0.0% 148 0 0.0% Q3 2026 Oct 20, 2026
IFG Advisory, LLC History No change 525 16 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 499 15 0.01% 0.01% 150 0 0.0% Q3 2026 Oct 27, 2026
GAMMA Investing LLC History No change 330 9 0.0% 0.0% 151 0 0.0% Q3 2026 Oct 08, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 283 8 0.0% — 153 +283 New Q3 2026 Oct 16, 2026
Optiver Holding B.V. History No change 274 8 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 239 7 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 247 7 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 226 7 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 27, 2026
Rockefeller Capital Management L.P. History No change 205 6 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 166 5 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 193 5 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 141 4 0.0% 0.0% 160 0 0.0% Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 109 3 0.0% — 162 +109 New Q3 2026 Oct 21, 2026
Essential Partners LLC History No change 110 3 0.0% 0.0% 161 0 0.0% Q3 2026 Oct 14, 2026
Fortitude Family Office, LLC History Added to 97 2 0.0% — 167 +78 410.53% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Reduced 82 2 0.0% 0.0% 165 -44 -34.92% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 78 2 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 79 2 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 74 2 0.0% 0.0% 166 0 0.0% Q3 2026 Oct 01, 2026
Parkside Financial Bank & Trust History New 65 1 0.0% — 173 +65 New Q3 2026 Oct 27, 2026
Clark Wealth Partners History New 37 1 0.0% — 174 +37 New Q3 2026 Oct 16, 2026
Larson Financial Group LLC History Added to 55 1 0.0% 0.0% 170 +20 57.14% Q3 2026 Nov 05, 2026
SIGNATUREFD, LLC History Added to 65 1 0.0% 0.0% 169 +6 10.17% Q3 2026 Oct 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 34 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 50 1 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 59 1 0.0% 0.0% 172 0 0.0% Q3 2026 Oct 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -19,479 -100.0% Q3 2026 Oct 16, 2026
Torren Management, LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q3 2026 Oct 29, 2026
Covestor Ltd History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History New 7 0 — — — +7 New Q3 2026 Oct 26, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 29, 2026
Clearstead Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 17 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Keating Financial Advisory Services, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 11, 2026