B&G Foods, Inc. - BGS

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 6,206,181 24,700 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 3,797,413 15,113 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,456,171 13,755 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,993,289 11,914 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,565,830 10,212 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,109,327 8,397 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,787,165 7,280 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
MORGAN STANLEY History No change 1,784,312 7,101 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,687,409 6,715 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
Dana Investment Advisors, Inc. History No change 1,646,569 6,553 0.17% 0.17% 10 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,431,000 5,695 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 1,088,307 4,332 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 876,786 3,489 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 861,100 3,427 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 761,918 3,032 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 738,207 2,938 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 720,819 2,868 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 715,300 2,846 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 682,850 2,717 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
ARMISTICE CAPITAL, LLC History No change 672,000 2,674 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 643,016 2,559 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 572,800 2,279 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 540,463 2,151 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
CastleKnight Management LP History No change 540,318 2,150 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
Parallax Volatility Advisers, L.P. History No change 510,000 2,029 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 479,620 1,908 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 27, 2026
Bank of New York Mellon Corp History No change 407,582 1,622 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 402,350 1,601 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History No change 380,292 1,513 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 361,964 1,440 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 331,322 1,361 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 324,422 1,291 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 314,188 1,250 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 292,216 1,163 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 280,100 1,114 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 279,993 1,114 0.04% 0.04% 36 0 0.0% Q2 2026 Jul 23, 2026
CITADEL ADVISORS LLC History No change 270,362 1,076 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 02, 2026
Savoir Faire Capital Management, L.P. History No change 262,179 1,043 0.65% 0.65% 38 0 0.0% Q2 2026 Jul 24, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 261,076 1,039 0.02% 0.02% 39 0 0.0% Q2 2026 Jul 31, 2026
Allianz Asset Management GmbH History No change 251,164 999 0.0% 0.0% 40 0 0.0% Q2 2026 Sep 02, 2026
IMC-Chicago, LLC History No change 226,206 900 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 06, 2026
AMERICAN CENTURY COMPANIES INC History No change 222,795 886 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 221,562 881 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 211,307 841 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 201,973 803 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 176,335 703 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 159,395 635 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 151,773 604 0.0% 0.0% 48 0 0.0% Q2 2026 Jul 29, 2026
CITIGROUP INC History No change 125,467 499 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 03, 2026
SIMPLEX TRADING, LLC History No change 120,700 480 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 98,665 474 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 114,580 456 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
COOPER/HAIMS ADVISORS, LLC History No change 110,891 441 0.19% 0.19% 53 0 0.0% Q2 2026 Aug 14, 2026
ARISTEIA CAPITAL, L.L.C. History No change 106,334 423 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 100,999 401 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 03, 2026
RHUMBLINE ADVISERS History No change 100,194 398 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 96,089 382 0.13% 0.13% 57 0 0.0% Q2 2026 Jul 22, 2026
Ares Systematic Credit Ltd History No change 85,085 338 0.21% 0.21% 58 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 84,580 336 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 81,598 331 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History No change 80,797 321 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 77,400 308 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 77,199 307 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 72,990 290 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 72,858 289 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Independent Wealth Network Inc. History No change 64,736 257 0.07% 0.07% 66 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 64,508 256 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 64,325 256 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 61,953 246 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 55,638 221 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 54,775 218 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 51,600 205 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 51,046 203 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 49,276 196 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 17, 2026
Sterling Capital Management LLC History No change 49,216 195 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 28, 2026
MetLife Investment Management, LLC History No change 44,641 177 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 44,485 177 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 43,560 173 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 42,271 168 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 41,949 166 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History No change 41,000 163 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 39,795 158 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 37,517 149 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 36,687 146 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 36,239 144 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,626 141 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 19, 2026
Vanguard Global Advisers, LLC History No change 35,560 141 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 34,957 139 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 33,793 132 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 15, 2026
Brevan Howard Capital Management LP History No change 31,015 123 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 24,624 98 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
SAXON INTERESTS, INC. History No change 23,130 92 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 22,682 90 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 23, 2026
SBI Securities Co., Ltd. History No change 21,388 85 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 20,659 82 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 20,305 80 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 18,947 75 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 18,467 73 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
Inscription Capital, LLC History No change 18,345 73 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 18,036 71 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 17,780 70 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
Investors Research Corp History No change 17,750 70 0.01% 0.01% 102 0 0.0% Q2 2026 Jul 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,956 67 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 16,862 67 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 15,814 62 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 14,977 59 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 14,391 57 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 27, 2026
State of Wyoming History No change 13,622 54 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 13,545 53 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Wellington Shields & Co., LLC History No change 13,505 53 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 13,020 51 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,444 49 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 12,044 47 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 17, 2026
Prism Advisors, Inc. History No change 11,900 47 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 24, 2026
DECISION INVESTMENTS, INC History No change 12,030 47 0.04% 0.04% 115 0 0.0% Q2 2026 Jul 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 11,547 45 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Gilman Hill Asset Management, LLC History No change 11,375 45 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Wealth History No change 11,118 44 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 11,128 44 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 06, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 11,298 44 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 11,008 44 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 10,877 43 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 10,755 42 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History No change 10,304 41 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,174 40 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
Caprock Group, LLC History No change 10,001 40 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 27, 2026
Marathon Trading Investment Management LLC History No change 10,000 39 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 8,151 32 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Triumph Capital Management History No change 8,118 32 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 7,068 28 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 6,571 26 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 6,352 25 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 6,292 25 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,960 24 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,720 23 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 5,909 23 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 4,582 18 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 17, 2026
GAMMA Investing LLC History No change 4,451 17 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 07, 2026
Optiver Holding B.V. History No change 4,031 16 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,820 15 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History Reduced 4,000 11 0.0% 0.0% 141 -6,578 -62.19% Q3 2026 Oct 01, 2026
IFP Advisors, Inc History No change 2,689 10 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,447 9 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 1,696 6 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 1,599 6 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,500 5 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 1,401 5 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 1,355 5 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,084 4 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 24, 2026
Parallel Advisors, LLC History No change 1,021 4 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 05, 2026
West Branch Capital LLC History No change 1,256 4 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 10, 2026
HARBOUR INVESTMENTS, INC. History No change 780 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 1,000 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 764 3 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 884 3 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 766 3 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 16, 2026
Allworth Financial LP History No change 652 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
Winch Advisory Services, LLC History No change 749 2 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 688 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 700 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 17, 2026
Wilmington Savings Fund Society, FSB History No change 400 1 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 344 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History No change 457 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 350 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 55 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 250 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Parkside Financial Bank & Trust History No change 125 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
SUMMIT SECURITIES GROUP LLC History No change 100 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 81 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Measured Wealth Private Client Group, LLC History No change 150 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Front Row Advisors LLC History No change 286 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 129 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Covestor Ltd History No change 124 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Smallwood Wealth Investment Management, LLC History No change 160 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
SWAN Capital LLC History No change 200 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 100 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Quarry LP History No change 114 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 101 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Management Group, LLC History No change 55 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Quest 10 Wealth Builders, Inc. History No change 100 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 153 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 179 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Essential Investment Partners LLC History No change 100 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Montgomery Financial Services LLC History No change 200 0 — — — 0 0.0% Q2 2026 Aug 12, 2026