BJs RESTAURANTS INC - BJRI

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 3,293,088 200,005 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,827,770 111,009 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,031,478 62,646 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 981,333 56,224 0.01% 0.01% 4 -121,822 -11.04% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 892,546 54,208 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 797,912 48,461 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 758,639 46,075 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 651,220 39,551 0.03% 0.03% 8 0 0.0% Q2 2026 Oct 27, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 526,109 31,958 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
Woodline Partners LP History No change 519,512 31,552 0.1% 0.1% 10 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 513,574 31,191 0.73% 0.73% 11 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL WACE, LLP History No change 513,427 31,180 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 424,684 25,793 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 421,429 25,595 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 375,073 22,780 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 361,313 21,944 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 359,194 21,815 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 351,077 21,322 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 348,656 21,175 1.07% 1.07% 19 0 0.0% Q2 2026 Aug 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 322,573 19,591 0.69% 0.69% 20 0 0.0% Q2 2026 Aug 05, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 316,856 19,244 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 310,450 18,855 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 270,397 16,422 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 11, 2026
Divisadero Street Capital Management, LP History No change 262,421 15,938 0.36% 0.36% 24 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 260,874 15,845 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 236,982 14,393 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 231,464 14,057 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 193,781 11,769 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 156,024 9,476 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 150,897 9,164 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 147,007 8,928 0.16% 0.16% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 144,918 8,801 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
Meros Investment Management, LP History No change 143,493 8,715 2.77% 2.77% 33 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 146,657 8,401 0.0% 0.0% 34 +44,378 43.39% Q3 2026 Nov 02, 2026
BESSEMER GROUP INC History No change 126,196 7,665 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 119,713 7,270 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 121,690 6,971 0.0% 0.0% 37 -2,067 -1.67% Q3 2026 Nov 05, 2026
BURNEY CO/ History Reduced 119,917 6,870 0.19% 0.21% 38 -6,351 -5.03% Q3 2026 Oct 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 108,768 6,606 0.43% 0.43% 39 0 0.0% Q2 2026 Aug 11, 2026
Hudson Bay Capital Management LP History No change 105,274 6,393 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 97,007 5,891 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 96,001 5,830 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 91,514 5,434 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 93,174 5,337 0.0% 0.0% 44 +12,722 15.81% Q3 2026 Nov 02, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 72,247 4,387 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 65,957 4,005 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 57,756 3,507 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 55,755 3,386 0.0% 0.0% 48 0 0.0% Q2 2026 Sep 23, 2026
FRANKLIN RESOURCES INC History No change 54,159 3,289 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 90,084 3,161 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 49,868 3,028 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 44,414 2,697 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 41,774 2,537 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 02, 2026
PRUDENTIAL FINANCIAL INC History No change 39,877 2,421 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 38,118 2,315 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 04, 2026
JUPITER ASSET MANAGEMENT LTD History No change 36,527 2,218 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 34,968 2,123 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 34,261 2,080 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
Swiss National Bank History No change 33,400 2,028 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 31,997 1,943 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 31,799 1,932 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 28,960 1,758 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 28,200 1,712 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 27,814 1,689 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 29,073 1,666 0.0% 0.0% 65 -193 -0.66% Q3 2026 Oct 22, 2026
Polymer Capital Management (US) LLC History No change 25,184 1,529 0.2% 0.2% 66 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 24,780 1,505 0.35% 0.35% 67 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 24,381 1,480 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 24,104 1,463 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 24,003 1,457 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 23,500 1,427 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 23,061 1,400 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 21,189 1,286 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
VARCOV Co. History No change 20,706 1,257 0.48% 0.48% 74 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 20,650 1,254 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 20,119 1,221 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 19,132 1,161 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 24, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 19,004 1,154 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 19,324 1,107 0.01% 0.0% 79 +15,700 433.22% Q3 2026 Oct 28, 2026
Engineers Gate Manager LP History No change 17,240 1,047 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 17,176 1,042 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 17,151 1,041 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 16,503 1,002 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 14, 2026
ARMISTICE CAPITAL, LLC History No change 15,666 951 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History New 15,385 881 0.0% — 85 +15,385 New Q3 2026 Nov 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,531 775 0.0% 0.0% 86 -270 -1.96% Q3 2026 Nov 05, 2026
WINTON GROUP Ltd History No change 12,291 746 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 11,882 721 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 11,489 697 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 11,429 694 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 11,410 692 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 11,285 685 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 11,091 673 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 11,348 650 0.01% 0.01% 94 +428 3.92% Q3 2026 Nov 05, 2026
Verition Fund Management LLC History No change 10,294 625 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 9,719 590 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 9,099 552 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,896 540 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 8,800 534 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 8,673 526 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 8,600 522 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 9,100 521 0.01% 0.01% 102 -100 -1.09% Q3 2026 Oct 20, 2026
Vanguard Global Advisers, LLC History No change 8,393 509 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 8,311 504 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 7,830 476 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 8,020 459 0.01% 0.01% 106 +4 0.05% Q3 2026 Oct 27, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,190 436 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,901 419 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,499 394 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 6,233 378 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History New 6,326 362 0.01% — 111 +6,326 New Q3 2026 Oct 27, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,736 348 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 23, 2026
BNP Paribas Asset Management Holding S.A. History No change 5,712 346 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,618 342 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 5,363 325 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Somerset Trust Co History Reduced 5,646 323 0.09% 0.1% 116 -267 -4.52% Q3 2026 Oct 13, 2026
Sanctuary Advisors, LLC History No change 5,218 316 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Reduced 5,462 313 0.0% 0.0% 118 -137 -2.45% Q3 2026 Oct 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 5,033 305 0.0% 0.0% 119 0 0.0% Q2 2026 Sep 09, 2026
Arizona State Retirement System History Added to 5,180 296 0.0% 0.0% 120 +647 14.27% Q3 2026 Nov 03, 2026
Cambria Investment Management, L.P. History No change 4,862 295 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 4,952 293 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 4,751 288 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 5,012 287 0.0% 0.0% 124 +28 0.56% Q3 2026 Nov 03, 2026
Cinctive Capital Management LP History No change 4,566 277 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 4,795 274 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 4,377 265 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 4,295 260 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 4,531 258 0.0% 0.0% 129 -3,532 -43.81% Q3 2026 Oct 15, 2026
PDT Partners, LLC History No change 4,172 253 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 4,120 250 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 19, 2026
Vanguard Investments Australia, Ltd. History No change 4,091 248 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History New 4,307 246 0.0% — 133 +4,307 New Q3 2026 Nov 03, 2026
SIMPLEX TRADING, LLC History Added to 4,133 236 0.0% 0.0% 134 +4,099 12055.88% Q3 2026 Nov 04, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 3,748 227 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 3,700 224 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History New 3,754 215 0.0% — 137 +3,754 New Q3 2026 Nov 03, 2026
Dynamic Technology Lab Private Ltd History No change 3,491 212 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 3,365 204 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 3,221 195 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,858 174 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
Kemnay Advisory Services Inc. History No change 2,656 161 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 2,737 156 0.0% 0.0% 143 -8,629 -75.92% Q3 2026 Nov 04, 2026
Smartleaf Asset Management LLC History No change 2,442 145 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Bayforest Capital Ltd History New 2,401 137 0.2% — 145 +2,401 New Q3 2026 Nov 03, 2026
State of Wyoming History Reduced 2,243 128 0.01% 0.04% 146 -4,221 -65.3% Q3 2026 Oct 28, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,936 110 0.0% 0.0% 147 +1,421 275.92% Q3 2026 Oct 20, 2026
Ameritas Investment Partners, Inc. History No change 1,686 102 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History New 1,511 86 0.0% — 149 +1,511 New Q3 2026 Nov 05, 2026
US BANCORP \DE\ History Reduced 1,412 80 0.0% 0.0% 150 -1,230 -46.56% Q3 2026 Nov 05, 2026
GAMMA Investing LLC History Added to 1,215 69 0.0% 0.0% 151 +122 11.16% Q3 2026 Oct 08, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,152 65 0.04% 0.04% 152 0 0.0% Q3 2026 Nov 04, 2026
Tower Research Capital LLC (TRC) History No change 962 58 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 795 48 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 800 48 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 759 46 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 770 46 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Added to 774 44 0.0% 0.0% 158 +200 34.84% Q3 2026 Oct 23, 2026
Amova Asset Management Americas, Inc. History No change 605 36 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 571 32 0.0% 0.0% 160 -3,875 -87.16% Q3 2026 Oct 22, 2026
BARD ASSOCIATES INC History No change 500 30 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 460 27 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 455 26 0.0% 0.0% 163 -23 -4.81% Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Added to 450 25 0.0% 0.0% 165 +119 35.95% Q3 2026 Oct 08, 2026
Salomon & Ludwin, LLC History No change 441 25 0.0% 0.0% 164 0 0.0% Q3 2026 Oct 29, 2026
Global Retirement Partners, LLC History No change 379 23 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 06, 2026
STRS OHIO History New 400 22 0.0% — 167 +400 New Q3 2026 Oct 30, 2026
Versant Capital Management, Inc History No change 292 16 0.0% 0.0% 168 0 0.0% Q3 2026 Oct 01, 2026
Allworth Financial LP History No change 222 13 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 227 13 0.0% 0.0% 170 0 0.0% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 180 10 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History No change 190 10 0.01% 0.01% 172 0 0.0% Q3 2026 Oct 19, 2026
Covestor Ltd History Reduced 151 8 0.01% 0.01% 173 -60 -28.44% Q3 2026 Oct 30, 2026
Nykredit A/S History No change 123 7 0.0% 0.0% 174 0 0.0% Q2 2026 Sep 08, 2026
Optiver Holding B.V. History No change 116 7 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
UMB Bank, n.a. History No change 102 6 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 73 4 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 68 4 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History New 65 3 0.0% — 181 +65 New Q3 2026 Oct 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 58 3 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 53 3 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 05, 2026
Coppell Advisory Solutions LLC History No change 25,095 2 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Bank & Trust Co History No change 50 2 0.0% 0.0% 183 0 0.0% Q3 2026 Oct 07, 2026
Root Financial Partners, LLC History New 24 1 0.0% — 193 +24 New Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History Added to 33 1 0.0% 0.0% 185 +8 32.0% Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 21 1 0.0% — 184 +6 40.0% Q3 2026 Oct 22, 2026
Capital Advisors, Ltd. LLC History No change 24 1 0.0% 0.0% 186 0 0.0% Q3 2026 Oct 27, 2026
IFP Advisors, Inc History No change 33 1 0.0% 0.0% 187 0 0.0% Q3 2026 Oct 16, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 21 1 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 19 1 0.0% 0.0% 189 0 0.0% Q3 2026 Oct 13, 2026
Valued Wealth Advisors LLC History No change 30 1 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History No change 21 1 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 34 1 0.0% 0.0% 192 0 0.0% Q3 2026 Oct 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -3,656 -100.0% Q3 2026 Oct 22, 2026
Provenance Wealth Advisors, LLC History New 12 0 — — — +12 New Q3 2026 Oct 30, 2026
Larson Financial Group LLC History Added to 13 0 — — — +8 160.0% Q3 2026 Nov 05, 2026
ASSETMARK, INC History New 7 0 — — — +7 New Q3 2026 Oct 21, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History New 5 0 — — — +5 New Q3 2026 Oct 23, 2026
Ascentis Wealth Management, LLC History New 5 0 — — — +5 New Q3 2026 Nov 03, 2026
FINANCIAL CONSULATE, INC History New 3 0 — — — +3 New Q3 2026 Oct 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 3 0 — — — -1 -25.0% Q3 2026 Oct 09, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 23, 2026
Clearstead Advisors, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
JFS WEALTH ADVISORS, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Evolution Advisers, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Ankerstar Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 30, 2026