Bullish - BLSH

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
FMR LLC History No change 10,456,240 244,989 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History No change 6,746,186 158,063 1.03% 1.03% 2 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 3,697,482 129,005 0.07% 0.05% 3 -355,531 -8.77% Q3 2026 Oct 29, 2026
Amova Asset Management Americas, Inc. History No change 4,040,921 94,719 1.22% 1.22% 4 0 0.0% Q2 2026 Aug 13, 2026
Stephens Investment Management Group LLC History No change 1,355,974 31,770 0.34% 0.34% 5 0 0.0% Q2 2026 Jul 29, 2026
VAN ECK ASSOCIATES CORP History No change 1,249,058 29,265 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,200,149 28,119 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 07, 2026
T. Rowe Price Investment Management, Inc. History No change 1,164,497 27,285 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 1,041,350 24,398 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 758,049 17,761 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 02, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 230,049 16,634 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 699,576 16,391 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 664,211 15,562 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 626,128 14,670 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Galaxy Digital Inc. History No change 625,000 14,643 0.86% 0.86% 15 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 588,631 13,791 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 394,439 13,761 0.05% 0.02% 17 +236,258 149.36% Q3 2026 Oct 28, 2026
JANE STREET GROUP, LLC History No change 546,000 12,792 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 459,868 10,774 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 408,869 9,579 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 03, 2026
Southpoint Capital Advisors LP History No change 400,000 9,372 0.21% 0.21% 21 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 347,412 8,139 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History New 217,831 7,600 0.03% — 23 +217,831 New Q3 2026 Nov 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 307,500 7,204 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 264,833 6,205 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 251,019 5,881 0.02% 0.02% 26 0 0.0% Q2 2026 Jul 23, 2026
FEDERATED HERMES, INC. History No change 250,000 5,857 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 242,389 5,679 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 22, 2026
Bank of New York Mellon Corp History Added to 156,532 5,461 0.0% 0.0% 29 +73,123 87.67% Q3 2026 Nov 05, 2026
IMC-Chicago, LLC History Reduced 149,878 5,229 0.0% 0.0% 30 -44,860 -23.04% Q3 2026 Nov 05, 2026
Blackstone Inc. History No change 214,139 5,017 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Added to 140,000 4,884 0.01% 0.0% 32 +20,000 16.67% Q3 2026 Oct 20, 2026
GOLDMAN SACHS GROUP INC History No change 207,806 4,868 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Rovida Investment Management Ltd History No change 200,000 4,688 0.32% 0.32% 34 0 0.0% Q2 2026 Aug 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 197,443 4,626 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 196,797 4,610 0.29% 0.29% 36 0 0.0% Q2 2026 Jul 31, 2026
Bitwise Funds Trust History No change 185,971 4,357 0.96% 0.96% 37 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 174,899 4,097 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 150,000 3,514 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 147,448 3,454 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 142,288 3,333 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 141,204 3,308 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 130,368 3,054 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 126,797 2,970 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 119,409 2,797 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 118,968 2,787 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 116,193 2,722 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 110,860 2,597 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
Vennlight Capital Management, LP History No change 100,029 2,343 1.57% 1.57% 49 0 0.0% Q2 2026 Aug 14, 2026
Guild Investment Management, Inc. History Added to 61,733 2,153 1.37% 0.56% 50 +26,713 76.28% Q3 2026 Nov 03, 2026
Farther Finance Advisors, LLC History Added to 59,152 2,063 0.01% 0.01% 51 +26,568 81.54% Q3 2026 Oct 08, 2026
Point72 Asset Management, L.P. History No change 86,312 2,022 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 53,900 1,880 0.0% 0.0% 53 0 0.0% Q3 2026 Nov 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 77,829 1,823 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 77,607 1,818 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 72,789 1,705 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
TD ASSET MANAGEMENT INC History No change 63,678 1,491 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 04, 2026
Harvest Portfolios Group Inc. History No change 59,212 1,387 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 56,929 1,333 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History Reduced 36,103 1,259 0.03% 0.02% 60 -380 -1.04% Q3 2026 Oct 23, 2026
Ghisallo Capital Management LLC History No change 50,000 1,171 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 49,863 1,168 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
Holocene Advisors, LP History No change 49,440 1,158 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 46,400 1,087 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
Vontobel Holding Ltd. History New 30,623 1,068 0.0% — 65 +30,623 New Q3 2026 Oct 16, 2026
Quantbot Technologies LP History No change 43,390 1,016 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 42,551 996 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 41,900 981 0.0% 0.0% 68 0 0.0% Q2 2026 Sep 23, 2026
SIMPLEX TRADING, LLC History Added to 27,400 955 0.0% 0.0% 70 +10,268 59.93% Q3 2026 Nov 04, 2026
SEI INVESTMENTS CO History No change 40,764 955 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 38,915 911 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 38,151 893 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 36,437 853 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 24, 2026
Summit Trail Advisors, LLC History No change 32,159 753 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 31,840 746 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 21,269 742 0.01% 0.01% 76 +8,211 62.88% Q3 2026 Oct 13, 2026
AXQ CAPITAL, LP History No change 31,550 739 0.08% 0.08% 77 0 0.0% Q2 2026 Aug 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 21,462 674 0.0% — 79 +21,462 New Q3 2026 Oct 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 19,333 674 0.0% — 78 +19,333 New Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,621 670 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 28,268 662 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 27,748 650 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 27,512 644 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 26,009 609 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 25,453 596 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,341 593 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 24,064 563 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 23,800 557 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 15,298 546 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 20,849 488 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 20,115 471 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 19,101 447 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 18,136 424 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 18,009 421 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 11, 2026
Aaron Wealth Advisors LLC History New 11,782 411 0.02% — 95 +11,782 New Q3 2026 Oct 13, 2026
NORDEN GROUP LLC History New 11,504 401 0.03% — 97 +11,504 New Q3 2026 Oct 20, 2026
SG Americas Securities, LLC History No change 17,113 401 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
CANTOR FITZGERALD, L. P. History No change 15,250 357 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History Reduced 9,697 338 0.01% 0.01% 99 -4,440 -31.41% Q3 2026 Oct 16, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History No change 14,295 334 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 9,477 330 0.01% — 102 +9,477 New Q3 2026 Oct 21, 2026
Handelsbanken Fonder AB History No change 14,100 330 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 10, 2026
DIMENSIONAL FUND ADVISORS LP History New 9,445 329 0.0% — 103 +9,445 New Q3 2026 Nov 04, 2026
Cambridge Investment Research Advisors, Inc. History New 8,951 312 0.0% — 104 +8,951 New Q3 2026 Nov 02, 2026
NOMURA HOLDINGS INC History No change 12,875 301 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 12,770 299 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,802 299 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 23, 2026
VestGen Advisors, LLC History New 8,259 288 0.01% — 108 +8,259 New Q3 2026 Oct 27, 2026
TWO SIGMA INVESTMENTS, LP History No change 12,000 281 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 11,736 274 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Renaissance Capital LLC History Reduced 7,825 273 0.19% 0.14% 111 -2,768 -26.13% Q3 2026 Oct 23, 2026
SBI Securities Co., Ltd. History Reduced 7,338 256 0.01% 0.0% 112 -816 -10.01% Q3 2026 Oct 21, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 7,331 255 0.0% — 113 +7,331 New Q3 2026 Oct 22, 2026
Corient Private Wealth LP History No change 10,846 254 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 27, 2026
STIFEL FINANCIAL CORP History No change 10,594 248 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,228 240 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History New 6,604 230 0.0% — 117 +6,604 New Q3 2026 Nov 02, 2026
CIDEL ASSET MANAGEMENT INC History New 6,574 229 0.01% — 118 +6,574 New Q3 2026 Oct 28, 2026
Inscription Capital, LLC History New 6,560 228 0.03% — 119 +6,560 New Q3 2026 Nov 02, 2026
Larson Financial Group LLC History Added to 6,208 216 0.01% 0.0% 120 +5,889 1846.08% Q3 2026 Nov 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,000 210 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Treasurer of the State of North Carolina History No change 8,824 207 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History New 5,890 205 0.0% — 124 +5,890 New Q3 2026 Nov 03, 2026
Clear Street Group Inc. History No change 8,768 205 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Wedmont Private Capital History New 6,513 204 0.0% — 125 +6,513 New Q3 2026 Oct 09, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 5,909 138 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 17, 2026
Versant Capital Management, Inc History Added to 3,914 136 0.01% 0.0% 127 +3,550 975.27% Q3 2026 Oct 01, 2026
Russell Investments Group, Ltd. History No change 4,382 102 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History Added to 2,467 86 0.01% 0.01% 129 +445 22.01% Q3 2026 Oct 29, 2026
CITIGROUP INC History Reduced 2,458 85 0.0% 0.0% 130 -1,377 -35.91% Q3 2026 Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 3,364 78 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History New 1,920 66 0.0% — 132 +1,920 New Q3 2026 Oct 08, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,591 60 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 2,205 51 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History New 1,339 46 0.0% — 135 +1,339 New Q3 2026 Nov 03, 2026
Essential Partners LLC History Added to 1,185 41 0.02% 0.01% 136 +652 122.33% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 916 31 0.0% 0.0% 137 +857 1452.54% Q3 2026 Nov 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,308 30 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History Reduced 700 24 0.01% 0.01% 139 -1,000 -58.82% Q3 2026 Oct 23, 2026
Global X Japan Co., Ltd. History Added to 689 24 0.0% 0.0% 140 +92 15.41% Q3 2026 Oct 21, 2026
Quarry LP History No change 935 21 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
NBH Bank History No change 900 21 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History Reduced 600 20 0.0% 0.0% 144 -1,040 -63.41% Q3 2026 Oct 15, 2026
Arax Advisory Partners History No change 882 20 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History New 551 19 0.0% — 146 +551 New Q3 2026 Oct 14, 2026
Sterling Capital Management LLC History Reduced 558 19 0.0% 0.0% 145 -36 -6.06% Q3 2026 Oct 22, 2026
OSAIC HOLDINGS, INC. History No change 799 18 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Reduced 486 16 0.0% 0.0% 148 -200 -29.15% Q3 2026 Oct 08, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 693 16 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 06, 2026
Provenance Wealth Advisors, LLC History New 442 15 0.0% — 150 +442 New Q3 2026 Oct 30, 2026
JPMORGAN CHASE & CO History No change 609 14 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Added to 384 13 0.0% 0.0% 152 +331 624.53% Q3 2026 Nov 03, 2026
Steward Partners Investment Advisory, LLC History No change 516 12 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 322 11 0.0% 0.0% 154 -71 -18.07% Q3 2026 Oct 28, 2026
Penserra Capital Management LLC History No change 480 11 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
10Elms LLP History No change 500 11 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History Reduced 276 9 0.0% 0.0% 159 -755 -73.23% Q3 2026 Oct 16, 2026
STRS OHIO History Reduced 285 9 0.0% 0.0% 157 -152 -34.78% Q3 2026 Oct 30, 2026
MetLife Investment Management, LLC History No change 388 9 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History New 248 8 0.0% — 161 +248 New Q3 2026 Oct 13, 2026
City State Bank History No change 250 8 0.0% 0.0% 160 0 0.0% Q3 2026 Oct 20, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 293 6 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 24, 2026
Silver Grove Financial Group, Inc. History Added to 145 5 0.0% — 164 +134 1218.18% Q3 2026 Nov 05, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 215 5 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 22, 2026
Tradewinds Capital Management, LLC History New 120 4 0.0% — 167 +120 New Q3 2026 Oct 23, 2026
Root Financial Partners, LLC History New 116 4 0.0% — 168 +116 New Q3 2026 Oct 21, 2026
Quent Capital, LLC History No change 187 4 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 175 4 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Added to 87 3 0.0% — 170 +55 171.88% Q3 2026 Oct 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 162 3 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 166 3 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History Reduced 84 2 0.0% 0.0% 180 -136 -61.82% Q3 2026 Nov 02, 2026
ELEVATION WEALTH PARTNERS, LLC History New 75 2 0.0% — 183 +75 New Q3 2026 Oct 07, 2026
ASSETMARK, INC History New 60 2 0.0% — 182 +60 New Q3 2026 Oct 21, 2026
Clark Wealth Partners History New 60 2 0.0% — 184 +60 New Q3 2026 Oct 16, 2026
MassMutual Private Wealth & Trust, FSB History Added to 59 2 0.0% — 176 +23 63.89% Q3 2026 Oct 05, 2026
HUNTINGTON NATIONAL BANK History No change 119 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 100 2 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 126 2 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 31, 2026
UMB Bank, n.a. History No change 88 2 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 81 2 0.0% 0.0% 177 0 0.0% Q3 2026 Oct 29, 2026
Clearstead Trust, LLC History No change 112 2 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 98 2 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 100 2 0.0% 0.0% 181 0 0.0% Q2 2026 Oct 29, 2026
Bare Financial Services, Inc History New 49 1 0.0% — 191 +49 New Q3 2026 Nov 04, 2026
Rossby Financial, LCC History New 42 1 0.0% — 192 +42 New Q3 2026 Nov 05, 2026
Activest Wealth Management History Added to 40 1 0.0% — 188 +39 3900.0% Q3 2026 Oct 15, 2026
VALLEY NATIONAL ADVISERS INC History No change 37 1 0.0% — 185 0 0.0% Q3 2026 Oct 23, 2026
Clearstead Advisors, LLC History No change 51 1 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 77 1 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
Ankerstar Wealth, LLC History No change 50 1 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 47 1 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
Oak Thistle LLC History Closed out 0 0 — 0.05% — -22,064 -100.0% Q3 2026 Oct 21, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.18% — -17,802 -100.0% Q3 2026 Oct 27, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.0% — -375 -100.0% Q3 2026 Oct 13, 2026
Covestor Ltd History Closed out 0 0 — 0.0% — -182 -100.0% Q3 2026 Oct 30, 2026
WPG Advisers, LLC History New 19 0 — — — +19 New Q3 2026 Oct 27, 2026
SJS Investment Consulting Inc. History New 13 0 — — — +13 New Q3 2026 Oct 26, 2026
Ascentis Wealth Management, LLC History New 5 0 — — — +5 New Q3 2026 Nov 03, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 10 0 — — — -3 -23.08% Q3 2026 Oct 20, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 29, 2026
Kingdom Financial Group LLC. History New 1 0 — — — +1 New Q3 2026 Nov 04, 2026
Hughes Financial Services, LLC History New 1 0 — — — +1 New Q3 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 16 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 38 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
CBIZ Investment Advisory Services, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Burk Holdings LLC History No change 3 0 — — — 0 0.0% Q3 2026 Nov 04, 2026