Blend Labs, Inc. - BLND

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
Haveli Investment Management LLC History No change 18,693,667 31,966 17.77% 17.77% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 15,579,341 26,640 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History No change 14,297,425 24,448 4.43% 4.43% 3 0 0.0% Q2 2026 Aug 13, 2026
Capricorn Fund Managers Ltd History No change 11,314,649 19,348 1.53% 1.53% 4 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,486,286 14,511 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
Whitebark Investors LP History No change 6,343,497 10,847 8.38% 8.38% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,216,044 10,629 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 6,174,857 10,559 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 5,096,768 8,715 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 5,080,868 8,690 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
8VC Opportunities GP II, LLC History No change 4,975,791 8,508 1.09% 1.09% 11 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 4,779,108 8,172 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
EMERGENCE GP PARTNERS, LLC History No change 4,244,379 7,257 6.46% 6.46% 13 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,489,742 5,967 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 2,518,765 4,307 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Irenic Capital Management LP History No change 2,284,101 3,905 0.19% 0.19% 16 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,136,709 3,653 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,826,574 3,123 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,735,616 2,967 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 1,560,021 2,667 0.13% 0.13% 20 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,548,935 2,648 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,467,582 2,509 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,426,216 2,438 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,381,617 2,362 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,254,746 2,145 0.28% 0.28% 25 0 0.0% Q2 2026 Aug 06, 2026
Ahara Advisors LLC History No change 2,694 2,011 1.36% 1.36% 26 0 0.0% Q2 2026 Jul 22, 2026
Prospect Capital Advisors, LLC History No change 1,100,300 1,881 0.85% 0.85% 27 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 886,345 1,515 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Panoramic Capital, LLC History No change 772,689 1,321 0.57% 0.57% 29 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 659,768 1,128 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 635,392 1,086 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 610,430 1,043 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
GSA CAPITAL PARTNERS LLP History No change 544,168 931 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 505,091 863 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 499,771 854 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 489,482 837 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Kazazian Asset Management, LLC History No change 488,683 835 0.75% 0.75% 37 0 0.0% Q2 2026 Aug 10, 2026
Nuveen, LLC History No change 471,111 805 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 422,824 723 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 417,547 714 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 395,288 675 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
Potrero Capital Research LLC History No change 379,274 648 0.36% 0.36% 42 0 0.0% Q2 2026 Aug 14, 2026
ALLEN OPERATIONS LLC History No change 344,761 589 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 343,347 587 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 301,190 515 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Militia Capital Management LLC History No change 300,000 513 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 272,490 463 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 257,170 439 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 236,695 404 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 228,659 391 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 227,630 389 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
Cypress Point Wealth Management, LLC History No change 225,843 386 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 17, 2026
MORGAN STANLEY History No change 219,191 374 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
PATHWAY CAPITAL MANAGEMENT, LP History No change 214,209 366 1.53% 1.53% 54 0 0.0% Q2 2026 Aug 03, 2026
SEI INVESTMENTS CO History No change 202,615 346 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Divisadero Street Capital Management, LP History No change 198,863 340 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 196,743 336 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 185,690 317 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 186,202 315 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 183,566 312 0.0% 0.0% 60 0 0.0% Q2 2026 Jul 15, 2026
WELLS FARGO & COMPANY/MN History No change 174,079 297 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 170,477 291 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 160,136 273 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 06, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 157,359 269 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 153,843 264 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 148,096 253 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 124,152 212 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 122,616 209 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 120,818 206 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Liberty Mutual Group Asset Management Inc. History No change 115,621 197 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 113,372 193 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 112,822 192 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 03, 2026
Mount Lucas Management LP History No change 100,000 171 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 93,181 159 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Atom Investors LP History No change 92,709 158 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History No change 81,633 139 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 04, 2026
IMC-Chicago, LLC History No change 80,174 137 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Investment Partners, LLC History No change 80,285 137 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 79,961 136 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 16, 2026
STRS OHIO History No change 78,700 134 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 30, 2026
JPMORGAN CHASE & CO History No change 77,876 131 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 73,214 125 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 71,160 121 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 68,008 116 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Jasper Ridge Partners, L.P. History No change 67,615 115 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 60,000 102 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 59,300 101 0.0% 0.0% 87 0 0.0% Q2 2026 Jul 23, 2026
Quadrant Private Wealth Management, LLC History No change 58,402 99 0.02% 0.02% 88 0 0.0% Q2 2026 Jul 30, 2026
Freestone Capital Holdings, LLC History No change 56,195 96 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 31, 2026
IEQ CAPITAL, LLC History No change 55,461 94 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 53,575 91 0.0% 0.0% 91 0 0.0% Q2 2026 Sep 09, 2026
SG Americas Securities, LLC History No change 52,563 90 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History No change 50,562 86 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 49,908 85 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 49,679 84 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 46,903 80 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 45,252 77 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 10, 2026
New Insight Wealth Advisors History No change 45,355 77 0.02% 0.02% 98 0 0.0% Q2 2026 Jul 27, 2026
Westmount Partners, LLC History No change 45,000 76 0.02% 0.02% 99 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Wealth History No change 44,352 75 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
Caprock Group, LLC History No change 44,096 75 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 40,491 69 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History No change 39,917 68 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 38,000 64 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 36,373 62 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 36,110 61 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 35,724 61 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 11, 2026
Bienville Capital Management, LLC History No change 33,579 57 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 32,801 56 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 33,315 56 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 32,173 55 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 32,231 55 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 31,415 53 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History No change 31,544 53 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 09, 2026
Hyperion Capital Advisors LP History No change 29,848 51 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 25,592 43 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 25,147 43 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 24,595 42 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History No change 24,127 41 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
Ballentine Partners, LLC History No change 24,220 41 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History No change 24,304 41 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 27, 2026
BANK OF MONTREAL /CAN/ History No change 23,543 40 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Capital Asset Advisory Services LLC History No change 23,000 39 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 20,030 34 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Bronte Capital Management Pty Ltd. History No change 19,247 32 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 04, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 18,163 31 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 17,601 30 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 17,536 29 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History No change 17,160 29 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 16,638 28 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 19, 2026
HighTower Advisors, LLC History No change 16,456 28 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 16,073 27 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 16,300 27 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 28, 2026
Caerus Investment Advisors, LLC History No change 15,515 26 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History No change 14,163 24 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 13,694 23 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 14,000 23 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Lexington Hill Partners, LLC History No change 13,694 23 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 13,000 22 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 28, 2026
Chicago Partners Investment Group LLC History No change 12,983 21 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 29, 2026
Revisor Wealth Management LLC History No change 12,422 21 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 21, 2026
Polymer Capital Management (US) LLC History No change 12,493 21 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
TRB Wealth Management, LLC History No change 12,529 21 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 11,737 20 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 04, 2026
State of Alaska, Department of Revenue History No change 12,189 20 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 20, 2026
Avalon Trust Co History No change 11,939 20 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 11,300 19 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 11,396 19 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 11,608 19 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 11, 2026
Centiva Capital, LP History No change 10,753 18 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 10,969 18 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Trellis Wealth Advisors LLC History No change 10,932 18 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History No change 10,174 17 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 10,000 17 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 8,752 15 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,761 9 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 4,671 7 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 4,491 7 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 6,211 6 0.0% — 159 +6,211 New Q3 2026 Oct 09, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,507 4 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 2,538 4 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1,613 2 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,550 2 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 1,590 2 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 1,500 2 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 31, 2026
Essential Partners LLC History No change 1,501 2 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 908 1 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History No change 1,100 1 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 1,160 1 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 662 1 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 22, 2026
OSAIC HOLDINGS, INC. History No change 1,021 1 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 856 1 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 664 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 1,074 1 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 1,739 1 0.0% 0.0% 175 0 0.0% Q3 2026 Oct 08, 2026
GAMMA Investing LLC History Added to 825 0 — — — +743 906.1% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 220 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
HUNTINGTON NATIONAL BANK History No change 538 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 421 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 415 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 214 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Covestor Ltd History No change 255 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 138 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 244 0 — — — 0 0.0% Q2 2026 Jul 16, 2026