BANK MONTREAL MEDIUM - BMO

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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History No change 54,449,688 9,620,215 1.43% 1.43% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 28,228,121 4,984,209 1.64% 1.64% 2 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 20,475,602 3,618,980 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 15,233,725 2,691,550 2.33% 2.33% 4 0 0.0% Q2 2026 Aug 04, 2026
CIBC WORLD MARKET INC. History No change 12,429,615 2,194,950 3.52% 3.52% 5 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 12,329,093 2,179,117 1.56% 1.56% 6 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 8,547,687 2,142,648 2.14% 2.14% 7 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 10,411,718 1,936,330 1.38% 1.38% 8 0 0.0% Q2 2026 Aug 10, 2026
1832 Asset Management L.P. History No change 9,606,809 1,697,523 0.85% 0.85% 9 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 9,527,449 1,683,930 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 8,796,707 1,553,272 0.15% 0.15% 11 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 7,973,622 1,456,914 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History No change 7,266,310 1,282,979 1.48% 1.48% 13 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,256,202 1,281,219 0.71% 0.71% 14 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 6,747,985 1,197,389 2.63% 2.63% 15 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History No change 6,350,903 1,128,679 2.97% 2.97% 16 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD FIDUCIARY TRUST CO History No change 6,264,886 1,107,293 0.24% 0.24% 17 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 5,426,252 959,068 0.45% 0.45% 18 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 5,419,567 957,549 1.36% 1.36% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 5,205,604 920,001 1.39% 1.39% 20 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 4,212,134 744,213 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 4,174,425 737,112 1.04% 1.04% 22 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 3,839,476 677,073 1.28% 1.28% 23 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 3,659,355 646,602 0.12% 0.12% 24 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 3,374,200 593,743 1.81% 1.81% 25 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 3,334,549 587,788 2.2% 2.2% 26 0 0.0% Q2 2026 Aug 11, 2026
Fiera Capital Corp History No change 3,214,287 567,092 2.06% 2.06% 27 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 3,145,510 553,861 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 3,233,530 521,426 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 13, 2026
Beutel, Goodman & Co Ltd. History No change 2,695,594 476,266 3.5% 3.5% 30 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 2,555,739 450,576 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 2,437,600 430,396 0.2% 0.2% 32 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,361,978 416,644 0.33% 0.33% 33 0 0.0% Q2 2026 Sep 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,080,308 367,556 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 14, 2026
SIG North Trading, ULC History No change 1,975,661 349,099 6.44% 6.44% 35 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,300,991 324,844 0.1% 0.1% 36 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 1,600,956 282,962 0.19% 0.19% 37 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 1,469,398 259,315 0.36% 0.36% 38 0 0.0% Q2 2026 Aug 12, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 1,426,775 252,087 3.73% 3.73% 39 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 1,334,415 235,791 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 07, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 1,271,498 224,507 1.41% 1.41% 41 0 0.0% Q2 2026 Aug 13, 2026
Newport Trust Company, LLC History No change 1,259,908 222,625 0.54% 0.54% 42 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 1,215,809 217,821 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 11, 2026
OMERS ADMINISTRATION Corp History No change 1,230,715 217,447 1.3% 1.3% 44 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,203,872 212,724 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,197,679 211,591 0.25% 0.25% 46 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 1,177,353 207,883 0.54% 0.54% 47 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 1,153,825 202,461 0.17% 0.17% 48 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 1,104,037 192,123 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management, Inc. History No change 999,266 176,267 4.26% 4.26% 50 0 0.0% Q2 2026 Jul 10, 2026
MUFG SECURITIES (CANADA), LTD. History No change 991,466 174,957 4.72% 4.72% 51 0 0.0% Q2 2026 Aug 12, 2026
Aviso Financial Inc. History No change 973,584 171,998 5.98% 5.98% 52 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 957,150 168,762 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 945,606 166,714 1.23% 1.23% 54 0 0.0% Q2 2026 Aug 13, 2026
Addenda Capital Inc. History No change 625,064 156,684 4.26% 4.26% 55 0 0.0% Q2 2026 Jul 14, 2026
Alberta Investment Management Corp History No change 810,135 143,044 0.8% 0.8% 56 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 739,895 130,739 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 06, 2026
BCV Asset Management Inc. History No change 642,300 113,239 3.42% 3.42% 58 0 0.0% Q2 2026 Aug 10, 2026
AVIVA PLC History No change 630,423 111,239 0.16% 0.16% 59 0 0.0% Q2 2026 Aug 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 626,785 110,773 3.15% 3.15% 60 0 0.0% Q2 2026 Jul 20, 2026
BlackRock, Inc. History No change 622,130 109,930 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
GUARDIAN CAPITAL LP History No change 614,927 108,647 2.64% 2.64% 62 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 588,633 104,011 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 560,484 99,037 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 540,738 93,361 0.07% 0.07% 65 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 526,771 93,071 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 11, 2026
Murchinson Ltd. History No change 469,400 82,942 11.44% 11.44% 67 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 469,429 82,898 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History No change 460,739 81,347 1.85% 1.85% 69 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 452,310 79,943 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 12, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History No change 447,594 78,930 5.67% 5.67% 71 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 446,227 78,848 6.54% 6.54% 72 0 0.0% Q2 2026 Aug 11, 2026
APG Asset Management N.V. History No change 508,694 78,613 0.19% 0.19% 73 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 430,916 76,135 0.15% 0.15% 74 0 0.0% Q2 2026 Aug 11, 2026
Korea Investment CORP History No change 409,037 72,270 0.14% 0.14% 75 0 0.0% Q2 2026 Aug 11, 2026
AGF MANAGEMENT LTD History No change 408,424 72,187 0.28% 0.28% 76 0 0.0% Q2 2026 Aug 10, 2026
State of Tennessee, Department of Treasury History No change 403,848 71,353 0.21% 0.21% 77 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 509,397 68,268 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History No change 367,582 64,886 0.45% 0.45% 79 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 363,071 64,148 0.06% 0.06% 80 0 0.0% Q2 2026 Jul 30, 2026
Delaney Capital Management Ltd. History No change 360,775 63,642 10.07% 10.07% 81 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 355,662 62,565 0.1% 0.1% 82 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 351,288 62,088 0.15% 0.15% 83 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 349,582 61,726 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Waratah Capital Advisors Ltd. History No change 320,000 56,544 1.92% 1.92% 85 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 392,210 55,380 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 465,900 54,382 0.01% 0.01% 87 0 0.0% Q2 2026 Sep 02, 2026
Guardian Partners Inc. History No change 303,771 53,671 4.84% 4.84% 88 0 0.0% Q2 2026 Jul 29, 2026
Purpose Unlimited Inc. History No change 299,232 52,937 2.02% 2.02% 89 0 0.0% Q2 2026 Aug 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 294,015 51,947 2.5% 2.5% 90 0 0.0% Q2 2026 Jul 17, 2026
Russell Investments Group, Ltd. History No change 289,001 51,055 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 287,700 50,836 0.96% 0.96% 92 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 225,542 45,770 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Planning, LLC History No change 257,802 45,553 0.23% 0.23% 94 0 0.0% Q2 2026 Aug 14, 2026
Flat Footed LLC History No change 252,000 44,528 3.41% 3.41% 95 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 241,553 42,678 0.09% 0.09% 96 0 0.0% Q2 2026 Aug 14, 2026
Value Partners Investments Inc. History No change 239,642 42,273 2.95% 2.95% 97 0 0.0% Q2 2026 Jul 15, 2026
Neuberger Berman Group LLC History No change 209,653 37,042 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 13, 2026
Candriam S.C.A. History No change 209,138 36,915 0.17% 0.17% 99 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 205,963 36,393 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 204,697 36,166 0.33% 0.33% 101 0 0.0% Q2 2026 Aug 10, 2026
Mn Services Vermogensbeheer B.V. History No change 200,613 35,445 0.27% 0.27% 102 0 0.0% Q2 2026 Jul 31, 2026
Investment Management Corp of Ontario History No change 200,024 35,344 0.45% 0.45% 103 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 328,705 35,085 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 183,475 32,360 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History No change 187,820 31,800 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 06, 2026
Cardinal Point Capital Management ULC History No change 175,545 30,966 1.75% 1.75% 107 0 0.0% Q2 2026 Jul 14, 2026
Rempart Asset Management Inc. History No change 174,264 30,739 6.3% 6.3% 108 0 0.0% Q2 2026 Jul 16, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History No change 171,898 30,371 0.47% 0.47% 109 0 0.0% Q2 2026 Jul 21, 2026
Northwest & Ethical Investments L.P. History No change 163,965 28,943 0.67% 0.67% 110 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 159,553 28,190 0.13% 0.13% 111 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 267,841 27,298 0.05% 0.05% 112 0 0.0% Q2 2026 Jul 15, 2026
Triasima Portfolio Management inc. History No change 153,984 27,206 3.67% 3.67% 113 0 0.0% Q2 2026 Jul 20, 2026
Generali Asset Management SPA SGR History No change 107,097 26,846 0.49% 0.49% 114 0 0.0% Q2 2026 Jul 30, 2026
Twin Tree Management, LP History No change 151,600 26,787 0.5% 0.5% 115 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 150,735 26,632 0.1% 0.1% 116 0 0.0% Q2 2026 Sep 08, 2026
Genus Capital Management Inc. History No change 146,609 25,903 2.55% 2.55% 117 0 0.0% Q2 2026 Jul 29, 2026
Swiss Life Asset Management Ltd History No change 144,235 25,426 0.11% 0.11% 118 0 0.0% Q2 2026 Jul 29, 2026
Varma Mutual Pension Insurance Co History No change 142,629 25,200 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 136,000 24,028 0.21% 0.21% 120 0 0.0% Q2 2026 Aug 06, 2026
LAZARD ASSET MANAGEMENT LLC History No change 128,515 22,691 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 127,638 22,553 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History No change 124,839 22,056 0.08% 0.08% 123 0 0.0% Q2 2026 Aug 04, 2026
CANERECTOR INC History No change 125,000 22,050 10.06% 10.06% 124 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 128,342 21,256 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 120,054 21,211 0.05% 0.05% 126 0 0.0% Q2 2026 Aug 13, 2026
Polar Asset Management Partners Inc. History No change 449,680 20,446 0.34% 0.34% 127 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 114,582 20,244 0.17% 0.17% 128 0 0.0% Q2 2026 Jul 08, 2026
DekaBank Deutsche Girozentrale History No change 144,747 19,501 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 05, 2026
Maryland State Retirement & Pension System History No change 108,177 19,097 0.33% 0.33% 130 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Financial Partners, Inc. History No change 106,906 18,890 0.13% 0.13% 131 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 105,819 18,684 0.06% 0.06% 132 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 104,112 18,394 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Lorne Steinberg Wealth Management Inc. History No change 101,991 18,018 3.7% 3.7% 134 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 206,223 17,233 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
USS Investment Management Ltd History No change 96,884 17,087 0.06% 0.06% 136 0 0.0% Q2 2026 Aug 11, 2026
American Assets Investment Management, LLC History No change 96,000 16,963 1.03% 1.03% 137 0 0.0% Q2 2026 Aug 05, 2026
Police & Firemen's Retirement System of New Jersey History No change 93,210 16,468 0.12% 0.12% 138 0 0.0% Q2 2026 Jul 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 90,897 16,061 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Kepler Cheuvreux (Suisse) SA History No change 63,670 15,958 0.91% 0.91% 140 0 0.0% Q2 2026 Jul 15, 2026
Claret Asset Management Corp History No change 88,680 15,674 1.69% 1.69% 141 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 86,196 15,230 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 96,345 14,949 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 108,302 14,839 0.0% 0.0% 144 0 0.0% Q2 2026 Sep 23, 2026
BROWN ADVISORY INC History No change 81,418 14,386 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 14, 2026
OpenArc Corporate Advisory, LLC History No change 80,186 14,168 0.17% 0.17% 146 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 78,109 13,801 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 74,034 13,081 0.03% 0.03% 148 0 0.0% Q2 2026 Aug 14, 2026
Andra AP-fonden History No change 52,000 13,034 0.15% 0.15% 149 0 0.0% Q2 2026 Sep 22, 2026
Walleye Trading LLC History No change 73,100 12,916 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 03, 2026
Avanza Fonder AB History No change 51,462 12,899 0.28% 0.28% 151 0 0.0% Q2 2026 Jul 17, 2026
SIMPLEX TRADING, LLC History No change 71,900 12,704 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
Utah Retirement Systems History No change 70,520 12,459 0.12% 0.12% 153 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 67,472 11,922 0.05% 0.05% 154 0 0.0% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 64,496 11,388 0.36% 0.36% 155 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 62,678 11,075 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 81,746 11,063 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 61,227 10,805 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 60,900 10,761 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 42,500 10,579 2.94% 2.94% 160 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 59,739 10,554 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 17, 2026
HRT FINANCIAL LP History No change 160,605 10,483 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 58,015 10,250 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 58,032 10,239 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
AustralianSuper Pty Ltd History No change 56,745 10,019 0.04% 0.04% 165 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 60,883 9,950 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
Harvest Portfolios Group Inc. History No change 55,038 9,727 0.14% 0.14% 167 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 143,760 9,552 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
Gulf International Bank (UK) Ltd History No change 53,746 9,490 0.19% 0.19% 169 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 52,280 9,237 0.04% 0.04% 170 0 0.0% Q2 2026 Aug 18, 2026
STIFEL FINANCIAL CORP History No change 49,980 8,831 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
ROMANO BROTHERS AND COMPANY History No change 49,163 8,687 0.87% 0.87% 172 0 0.0% Q2 2026 Jul 21, 2026
FEDERATED HERMES, INC. History No change 48,739 8,612 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 456,917 8,322 0.22% 0.22% 174 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 41,854 8,321 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 47,028 8,309 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
JCIC Asset Management Inc. History No change 61,364 8,294 2.54% 2.54% 177 0 0.0% Q2 2026 Jul 17, 2026
PCJ Investment Counsel Ltd. History No change 46,780 8,249 2.37% 2.37% 178 0 0.0% Q2 2026 Aug 12, 2026
K.J. Harrison & Partners Inc History No change 46,708 8,239 1.17% 1.17% 179 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 46,083 8,142 0.54% 0.54% 180 0 0.0% Q2 2026 Jul 29, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 45,113 7,971 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 44,801 7,916 0.03% 0.03% 182 0 0.0% Q2 2026 Aug 03, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 83,730 7,832 0.15% 0.15% 183 0 0.0% Q2 2026 Jul 15, 2026
Cetera Investment Advisers History No change 58,277 7,723 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 43,080 7,612 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
J. Safra Sarasin Holding AG History No change 42,938 7,512 0.11% 0.11% 186 0 0.0% Q2 2026 Jul 31, 2026
VAN ECK ASSOCIATES CORP History No change 42,505 7,505 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 42,271 7,469 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 41,636 7,356 0.03% 0.03% 189 0 0.0% Q2 2026 Jul 23, 2026
Dana Investment Advisors, Inc. History No change 39,034 6,897 0.18% 0.18% 190 0 0.0% Q2 2026 Aug 13, 2026
Northwest Bancshares, Inc. History No change 39,021 6,895 1.24% 1.24% 191 0 0.0% Q2 2026 Aug 14, 2026
Cumberland Partners Ltd History No change 38,479 6,790 0.44% 0.44% 192 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 36,982 6,534 0.07% 0.07% 193 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 113,066 6,361 0.26% 0.26% 194 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 35,123 6,206 0.01% 0.01% 195 0 0.0% Q2 2026 Jul 29, 2026
MANNING & NAPIER ADVISORS LLC History No change 34,938 6,173 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 13, 2026
Fideuram Asset Management (Ireland) dac History No change 25,229 6,073 0.12% 0.12% 197 0 0.0% Q2 2026 Jul 23, 2026
Allianz Asset Management GmbH History No change 32,577 5,755 0.0% 0.0% 198 0 0.0% Q2 2026 Sep 02, 2026
PINNACLE ASSOCIATES LTD History No change 32,000 5,654 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 03, 2026
Capital Investment Advisory Services, LLC History No change 75,213 5,458 0.34% 0.34% 200 0 0.0% Q2 2026 Jul 23, 2026
ST GERMAIN D J CO INC History No change 29,917 5,286 0.19% 0.19% 201 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 29,105 5,090 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Vertex Planning Partners, LLC History No change 27,959 4,940 0.73% 0.73% 203 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 27,800 4,912 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 27,281 4,820 0.06% 0.06% 205 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 47,704 4,774 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 28, 2026
Ensign Peak Advisors, Inc History No change 26,929 4,757 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 26,886 4,750 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 26,537 4,689 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 26,524 4,686 2.45% 2.45% 210 0 0.0% Q2 2026 Aug 14, 2026
Plato Investment Management Ltd History No change 26,449 4,645 0.27% 0.27% 211 0 0.0% Q2 2026 Aug 06, 2026
UniSuper Management Pty Ltd History No change 18,534 4,645 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History No change 26,072 4,608 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 25,214 4,455 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 25,191 4,451 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 25,000 4,417 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 48,701 4,379 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 07, 2026
Quantbot Technologies LP History No change 24,489 4,327 0.17% 0.17% 218 0 0.0% Q2 2026 Aug 12, 2026
GTS SECURITIES LLC History No change 57,601 4,311 0.09% 0.09% 219 0 0.0% Q2 2026 Aug 14, 2026
Carnegie Investment Counsel History No change 24,280 4,290 0.09% 0.09% 220 0 0.0% Q2 2026 Jul 30, 2026
Gold Investment Management Ltd. History No change 23,260 4,109 1.11% 1.11% 221 0 0.0% Q2 2026 Aug 05, 2026
Osmosis Investment Management UK Ltd History No change 22,907 4,047 0.19% 0.19% 222 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 22,781 4,025 0.11% 0.11% 223 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History No change 22,522 3,979 0.04% 0.04% 224 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 22,179 3,918 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 22,055 3,897 0.05% 0.05% 226 0 0.0% Q2 2026 Jul 15, 2026
Assenagon Asset Management S.A. History No change 21,816 3,854 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 08, 2026
Burkett Asset Management Ltd History No change 21,430 3,780 3.53% 3.53% 228 0 0.0% Q2 2026 Jul 28, 2026
Laird Norton Wetherby Trust Company, LLC History No change 21,292 3,762 0.07% 0.07% 229 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 20,532 3,628 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 20,093 3,550 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 19,427 3,432 0.05% 0.05% 232 0 0.0% Q2 2026 Aug 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 19,189 3,386 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 18,941 3,342 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 23,982 3,292 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 18,316 3,236 0.05% 0.05% 236 0 0.0% Q2 2026 Aug 11, 2026
Silver Lake Advisory, LLC History No change 17,444 3,082 1.1% 1.1% 237 0 0.0% Q2 2026 Jul 24, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 17,310 3,058 0.19% 0.19% 238 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 17,209 3,041 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 39,188 3,001 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History No change 15,576 2,752 0.11% 0.11% 241 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 15,464 2,732 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History No change 15,101 2,644 0.03% 0.03% 243 0 0.0% Q2 2026 Jul 16, 2026
Mediolanum International Funds Ltd History No change 14,595 2,568 0.02% 0.02% 244 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Wealth History No change 14,446 2,552 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
First Bank & Trust History No change 14,338 2,533 0.37% 0.37% 246 0 0.0% Q2 2026 Jul 09, 2026
TRUIST FINANCIAL CORP History No change 14,067 2,485 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 13,824 2,442 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 13,329 2,355 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 12, 2026
TRUE Private Wealth Advisors History No change 91,322 2,347 0.2% 0.2% 250 0 0.0% Q2 2026 Jul 23, 2026
Point72 Asset Management, L.P. History No change 13,100 2,314 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 13,230 2,310 0.03% 0.03% 252 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 13,066 2,308 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 13, 2026
Curbstone Financial Management Corp History No change 12,984 2,294 0.39% 0.39% 254 0 0.0% Q2 2026 Jul 14, 2026
HB Wealth Management, LLC History No change 12,873 2,274 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 12,830 2,267 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 28, 2026
CIGNA INVESTMENTS INC /NEW History No change 12,663 2,237 0.29% 0.29% 257 0 0.0% Q2 2026 Jul 21, 2026
NATIXIS History No change 12,497 2,208 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 13, 2026
Texas Yale Capital Corp. History No change 12,213 2,158 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History No change 11,824 2,089 0.03% 0.03% 260 0 0.0% Q2 2026 Jul 16, 2026
STATE STREET CORP History No change 11,465 2,025 0.0% 0.0% 261 0 0.0% Q2 2026 Sep 22, 2026
Turn8 Private Wealth Inc. History No change 11,300 1,993 1.33% 1.33% 262 0 0.0% Q2 2026 Aug 03, 2026
Probity Advisors, Inc. History No change 11,095 1,960 0.28% 0.28% 263 0 0.0% Q2 2026 Jul 31, 2026
Redhawk Wealth Advisors, Inc. History No change 10,791 1,906 0.19% 0.19% 264 0 0.0% Q2 2026 Jul 09, 2026
Cambridge Investment Research Advisors, Inc. History No change 10,732 1,896 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 27, 2026
Centric Wealth Management History No change 73,218 1,880 0.29% 0.29% 266 0 0.0% Q2 2026 Aug 06, 2026
HBW ADVISORY SERVICES LLC History No change 25,609 1,858 0.17% 0.17% 267 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 10,317 1,822 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 04, 2026
VestGen Advisors, LLC History No change 18,241 1,819 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 9,864 1,742 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 9,766 1,727 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 05, 2026
Berger Financial Group, Inc History No change 9,393 1,659 0.08% 0.08% 272 0 0.0% Q2 2026 Aug 04, 2026
First American Bank History No change 9,297 1,642 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 15, 2026
Independent Advisor Alliance History No change 9,265 1,637 0.04% 0.04% 274 0 0.0% Q2 2026 Aug 12, 2026
Ethos Capital Management, Inc. History No change 22,406 1,626 1.16% 1.16% 275 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 8,842 1,562 0.06% 0.06% 276 0 0.0% Q2 2026 Aug 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 8,770 1,549 0.2% 0.2% 277 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 8,715 1,539 0.04% 0.04% 278 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 8,644 1,527 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 8,624 1,523 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 11, 2026
Abacus Wealth Partners, LLC History No change 8,621 1,523 0.16% 0.16% 281 0 0.0% Q2 2026 Jul 22, 2026
Tacita Capital Inc History No change 8,605 1,517 0.82% 0.82% 282 0 0.0% Q2 2026 Aug 10, 2026
Metis Global Partners, LLC History No change 8,568 1,513 0.03% 0.03% 283 0 0.0% Q2 2026 Aug 10, 2026
LOUISBOURG INVESTMENTS INC. History No change 8,422 1,485 0.27% 0.27% 284 0 0.0% Q2 2026 Jul 22, 2026
Morningstar Investment Management LLC History No change 10,675 1,445 0.09% 0.09% 285 0 0.0% Q2 2026 Jul 21, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 8,099 1,431 0.06% 0.06% 286 0 0.0% Q2 2026 Aug 18, 2026
SYON CAPITAL LLC History No change 8,098 1,430 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 7,810 1,379 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History No change 7,660 1,353 0.14% 0.14% 289 0 0.0% Q2 2026 Aug 06, 2026
Schonfeld Strategic Advisors LLC History No change 7,549 1,333 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 7,492 1,323 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 17, 2026
Snowden Capital Advisors LLC History No change 18,209 1,321 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 7,448 1,316 0.01% 0.01% 293 0 0.0% Q2 2026 Jul 24, 2026
BLAIR WILLIAM & CO/IL History No change 7,414 1,310 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 7,333 1,298 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 23,143 1,298 0.04% 0.04% 296 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,238 1,278 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 19, 2026
GLENMEDE TRUST CO NA History No change 7,061 1,247 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 10, 2026
MAIRS & POWER INC History No change 6,746 1,192 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 14, 2026
Frank, Rimerman Advisors LLC History No change 6,702 1,184 0.07% 0.07% 300 0 0.0% Q2 2026 Jul 27, 2026
TI-TRUST, INC History No change 6,692 1,182 0.64% 0.64% 301 0 0.0% Q2 2026 Jul 23, 2026
Merit Financial Group, LLC History No change 6,648 1,174 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 20, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 6,625 1,170 0.61% 0.61% 303 0 0.0% Q2 2026 Jul 23, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 6,534 1,149 0.4% 0.4% 304 0 0.0% Q2 2026 Jul 15, 2026
Sequoia Financial Advisors, LLC History No change 6,436 1,137 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 17, 2026
Steward Partners Investment Advisory, LLC History No change 6,301 1,113 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 6,088 1,075 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 27, 2026
TWO SIGMA SECURITIES, LLC History No change 17,920 1,069 0.09% 0.09% 308 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 6,000 1,060 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 25, 2026
CAPTRUST FINANCIAL ADVISORS History No change 5,962 1,053 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 13, 2026
Dorsey & Whitney Trust CO LLC History No change 5,907 1,043 0.05% 0.05% 311 0 0.0% Q2 2026 Aug 14, 2026
Harbour Trust & Investment Management Co History No change 5,855 1,034 0.1% 0.1% 312 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 5,904 1,023 0.01% 0.01% 313 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 5,715 1,009 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,671 1,002 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 10, 2026
Busey Bank History No change 5,600 989 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 13, 2026
Parrish Capital LLC History Reduced 5,863 980 0.95% 1.04% 317 -258 -4.21% Q3 2026 Oct 01, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 5,469 966 0.02% 0.02% 318 0 0.0% Q2 2026 Aug 10, 2026
Sand Hill Global Advisors, LLC History No change 5,411 956 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 11, 2026
NICOLET BANKSHARES INC History No change 5,366 944 0.03% 0.03% 320 0 0.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History No change 5,265 930 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
Quilter Plc History No change 3,710 929 0.01% 0.01% 322 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 5,188 915 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History No change 5,163 912 0.68% 0.68% 324 0 0.0% Q2 2026 Aug 03, 2026
Genesis Financial Group, LLC History No change 10,503 895 0.58% 0.58% 325 0 0.0% Q2 2026 Aug 14, 2026
Qtron Investments LLC History No change 5,062 894 0.12% 0.12% 326 0 0.0% Q2 2026 Aug 13, 2026
Tradition Wealth Management, LLC History No change 5,031 888 0.05% 0.05% 327 0 0.0% Q2 2026 Aug 11, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 5,000 883 0.06% 0.06% 328 0 0.0% Q2 2026 Jul 24, 2026
VAUGHAN & Co SECURITIES, INC. History No change 4,990 881 0.41% 0.41% 329 0 0.0% Q2 2026 Aug 03, 2026
WESTWOOD HOLDINGS GROUP INC History No change 4,987 881 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 14, 2026
Baskin Financial Services Inc. History No change 4,967 877 0.07% 0.07% 331 0 0.0% Q2 2026 Jul 13, 2026
Legacy Wealth Asset Management, LLC History No change 4,958 876 0.19% 0.19% 332 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 4,868 860 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 24, 2026
Curi Capital, LLC History No change 4,841 855 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 4,838 854 0.12% 0.12% 335 0 0.0% Q2 2026 Jul 23, 2026
Ipswich Investment Management Co., Inc. History No change 4,810 849 0.18% 0.18% 336 0 0.0% Q2 2026 Jul 16, 2026
&PARTNERS History No change 4,790 846 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 4,770 842 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 12, 2026
Sivia Capital Partners, LLC History No change 4,672 825 0.1% 0.1% 339 0 0.0% Q2 2026 Jul 23, 2026
LANDAAS & CO /WI /ADV History No change 4,639 819 0.15% 0.15% 340 0 0.0% Q2 2026 Jul 21, 2026
StoneX Group Inc. History No change 57,265 817 0.03% 0.03% 341 0 0.0% Q2 2026 Aug 12, 2026
Midwest Trust Co History No change 4,607 814 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 04, 2026
Belvedere Trading LLC History No change 11,153 809 0.0% 0.0% 343 0 0.0% Q2 2026 Jul 31, 2026
Ellenbecker Investment Group History No change 4,548 803 0.09% 0.09% 344 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,512 797 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 28, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History No change 4,453 786 0.45% 0.45% 346 0 0.0% Q2 2026 Aug 10, 2026
Fullerton Fund Management Co Ltd. History No change 4,400 777 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 14, 2026
Biltmore Family Office, LLC History No change 4,360 770 0.1% 0.1% 348 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History No change 4,284 756 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 05, 2026
IFG Advisory, LLC History No change 4,217 745 0.03% 0.03% 350 0 0.0% Q2 2026 Aug 13, 2026
Pacifica Partners Inc. History No change 4,275 743 0.22% 0.22% 351 0 0.0% Q2 2026 Jul 13, 2026
Versant Capital Management, Inc History Added to 4,425 740 0.06% 0.07% 354 +184 4.34% Q3 2026 Oct 01, 2026
Boltwood Capital Management History Added to 4,425 740 0.17% 0.18% 353 +25 0.57% Q3 2026 Oct 02, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 4,190 740 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 4,167 736 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 11, 2026
Avant Financial Advisors LLC History No change 4,160 735 0.46% 0.46% 356 0 0.0% Q2 2026 Jul 09, 2026
PCM Encore, LLC History No change 4,136 730 0.13% 0.13% 357 0 0.0% Q2 2026 Aug 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 4,238 708 0.01% 0.01% 358 0 0.0% Q3 2026 Oct 05, 2026
WATERSHED PRIVATE WEALTH LLC History No change 4,000 706 0.2% 0.2% 359 0 0.0% Q2 2026 Jul 17, 2026
Headlands Technologies LLC History No change 8,206 699 0.07% 0.07% 360 0 0.0% Q2 2026 Aug 12, 2026
CERTUITY, LLC History No change 3,936 695 0.03% 0.03% 361 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 3,890 687 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 03, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 3,875 684 0.13% 0.13% 363 0 0.0% Q2 2026 Aug 06, 2026
Crescent Grove Advisors, LLC History No change 3,839 678 0.06% 0.06% 364 0 0.0% Q2 2026 Aug 10, 2026
Annex Advisory Services, LLC History No change 3,836 677 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 10, 2026
Parallel Advisors, LLC History No change 3,814 673 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 05, 2026
KLCM Advisors, Inc. History No change 3,779 667 0.05% 0.05% 367 0 0.0% Q2 2026 Aug 06, 2026
Legacy Financial Advisors, Inc. History No change 3,772 666 0.08% 0.08% 368 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 3,741 661 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 12, 2026
Drake & Associates, LLC History No change 3,716 656 0.11% 0.11% 370 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 3,698 653 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,700 653 0.01% 0.01% 372 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 3,670 648 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 3,590 634 0.06% 0.06% 374 0 0.0% Q2 2026 Jul 16, 2026
PUZO MICHAEL J History No change 3,500 618 0.16% 0.16% 375 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 3,447 609 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 3,448 609 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 30, 2026
AVALON CAPITAL MANAGEMENT History No change 3,425 605 0.14% 0.14% 378 0 0.0% Q2 2026 Jul 16, 2026
Integrated Wealth Concepts LLC History No change 3,408 602 0.0% 0.0% 379 0 0.0% Q2 2026 Sep 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,380 597 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 4,408 597 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 3,325 587 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 3,310 584 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 30, 2026
Kathmere Capital Management, LLC History No change 3,201 565 0.03% 0.03% 384 0 0.0% Q2 2026 Jul 29, 2026
Altura Wealth Advisors Inc. History No change 21,942 564 0.19% 0.19% 385 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 3,172 560 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 22, 2026
Prospera Financial Services Inc History No change 3,168 559 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 15, 2026
Checchi Capital Advisers, LLC History No change 3,097 547 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 04, 2026
ROCKLAND TRUST CO History No change 3,243 542 0.02% 0.02% 389 0 0.0% Q3 2026 Oct 05, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,070 542 0.06% 0.06% 390 0 0.0% Q2 2026 Jul 09, 2026
Chicago Partners Investment Group LLC History No change 3,043 537 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 29, 2026
WEDBUSH SECURITIES INC History No change 3,033 536 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 28, 2026
Summit Global Investments History No change 3,035 536 0.03% 0.03% 393 0 0.0% Q2 2026 Aug 03, 2026
Bogart Wealth, LLC History No change 4,673 536 0.02% 0.02% 394 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 3,035 536 0.04% 0.04% 395 0 0.0% Q2 2026 Jul 09, 2026
Valeo Financial Advisors, LLC History No change 3,023 534 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 08, 2026
Code Waechter LLC History No change 3,025 534 0.28% 0.28% 397 0 0.0% Q2 2026 Jul 31, 2026
Focus Partners Advisor Solutions, LLC History No change 2,972 525 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 06, 2026
FULTON BANK, N.A. History No change 2,952 521 0.02% 0.02% 399 0 0.0% Q2 2026 Jul 09, 2026
DRW Securities, LLC History No change 2,082 521 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 14, 2026
Five Oceans Advisors History No change 2,938 519 0.17% 0.17% 401 0 0.0% Q2 2026 Jul 15, 2026
Modern Wealth Management, LLC History No change 2,911 514 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History No change 2,890 510 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 03, 2026
Pure Financial Advisors, LLC History No change 2,870 507 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
RHODES INVESTMENT ADVISORS INC /ADV History No change 6,926 502 0.37% 0.37% 405 0 0.0% Q2 2026 Jul 28, 2026
Ameritas Advisory Services, LLC History No change 2,842 502 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 2,678 493 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 14, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 2,785 492 0.04% 0.04% 408 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 2,784 491 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 17, 2026
Murphy & Mullick Capital Management Corp History No change 2,732 482 0.3% 0.3% 410 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History No change 2,716 479 0.02% 0.02% 411 0 0.0% Q2 2026 Jul 15, 2026
LANARK FINANCIAL, INC. History No change 2,708 478 0.03% 0.03% 412 0 0.0% Q2 2026 Jul 21, 2026
49 WEALTH MANAGEMENT, LLC History No change 2,675 472 0.09% 0.09% 413 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 2,675 472 0.09% 0.09% 414 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History No change 2,671 471 0.05% 0.05% 415 0 0.0% Q2 2026 Jul 20, 2026
Fielder Capital Group LLC History No change 2,640 466 0.1% 0.1% 416 0 0.0% Q2 2026 Aug 06, 2026
SMITH, MOORE & CO. History No change 2,636 465 0.03% 0.03% 417 0 0.0% Q2 2026 Aug 12, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History No change 2,635 465 0.26% 0.26% 418 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 3,056 460 0.33% 0.33% 419 0 0.0% Q2 2026 Sep 17, 2026
GAM Holding AG History No change 2,600 459 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 2,584 456 0.0% 0.0% 421 0 0.0% Q2 2026 Sep 23, 2026
Arkos Global Advisors History No change 2,557 452 0.05% 0.05% 422 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 2,564 452 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 2,682 451 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 2,512 443 0.04% 0.04% 425 0 0.0% Q2 2026 Aug 07, 2026
COZAD ASSET MANAGEMENT INC History No change 2,488 439 0.03% 0.03% 426 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 2,459 434 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 27, 2026
Larry Mathis Financial Planning, LLC History No change 2,449 432 0.33% 0.33% 428 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 2,425 428 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 28, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,412 426 0.11% 0.11% 430 0 0.0% Q2 2026 Aug 20, 2026
Mesirow Financial Investment Management, Inc. History No change 2,411 425 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 22, 2026
Dixon Mitchell Investment Counsel Inc. History No change 2,409 425 0.01% 0.01% 432 0 0.0% Q2 2026 Aug 13, 2026
OSSIAM History No change 2,401 424 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 2,400 424 0.01% 0.01% 434 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 2,402 424 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 03, 2026
Bridgewater Advisors Inc. History No change 2,359 423 0.02% 0.02% 436 0 0.0% Q2 2026 Aug 05, 2026
West Family Investments, Inc. History No change 2,388 421 0.12% 0.12% 437 0 0.0% Q2 2026 Aug 10, 2026
Mayflower Financial Advisors, LLC History No change 16,385 421 0.04% 0.04% 438 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 2,365 417 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 06, 2026
Aprio Wealth Management, LLC History No change 2,352 415 0.02% 0.02% 440 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 2,391 412 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 2,328 411 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 05, 2026
Townsend & Associates, Inc History No change 2,225 396 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 22, 2026
PINEBRIDGE INVESTMENTS LLC History No change 1,560 391 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,203 389 0.04% 0.04% 445 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History No change 2,325 388 0.01% 0.01% 446 0 0.0% Q3 2026 Oct 05, 2026
Nilsine Partners, LLC History No change 2,198 388 0.03% 0.03% 447 0 0.0% Q2 2026 Jul 24, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 2,201 388 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 03, 2026
WoodTrust Financial Corp History No change 2,189 387 0.05% 0.05% 449 0 0.0% Q2 2026 Jul 27, 2026
Fund Advisors of America Inc/FL History No change 2,185 386 0.35% 0.35% 450 0 0.0% Q2 2026 Aug 11, 2026
STUDIO INVESTMENT MANAGEMENT LLC History No change 2,175 384 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 31, 2026
SWISS RE LTD History No change 2,149 379 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 11, 2026
Income Insurance Ltd History No change 2,132 376 0.22% 0.22% 453 0 0.0% Q2 2026 Jul 24, 2026
SEEDS INVESTOR LLC History No change 2,102 371 0.04% 0.04% 454 0 0.0% Q2 2026 Aug 12, 2026
Hilltop Holdings Inc. History No change 2,088 368 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 13, 2026
Bluespring Wealth Management, LLC History No change 2,087 368 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History No change 2,080 367 0.01% 0.01% 457 0 0.0% Q2 2026 Jul 21, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,075 366 0.07% 0.07% 458 0 0.0% Q2 2026 Jul 27, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,058 363 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 05, 2026
Plancorp, LLC History No change 2,009 358 0.01% 0.01% 460 0 0.0% Q2 2026 Jul 14, 2026
Frisch Financial Group, Inc. History No change 2,028 358 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Family Office, LLC History No change 2,029 358 0.18% 0.18% 462 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 2,026 357 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 05, 2026
ALGERT GLOBAL LLC History No change 2,022 356 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 2,017 356 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 2,000 353 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 07, 2026
PEAK6 LLC History No change 2,000 353 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 1,977 349 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 11, 2026
Saxony Capital Management, LLC History No change 1,975 348 0.16% 0.16% 469 0 0.0% Q2 2026 Jul 15, 2026
ERn Financial, LLC History No change 1,971 348 0.06% 0.06% 470 0 0.0% Q2 2026 Jul 23, 2026
HUB Investment Partners, LLC History No change 13,500 347 0.01% 0.01% 471 0 0.0% Q2 2026 Jul 31, 2026
GREENWOOD GEARHART LLC History No change 1,912 337 0.02% 0.02% 472 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 1,887 333 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 20, 2026
MSH Capital Advisors LLC History No change 1,877 331 0.06% 0.06% 474 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,828 323 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 1,819 321 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 17, 2026
Hexagon Capital Partners LLC History No change 1,815 320 0.04% 0.04% 477 0 0.0% Q2 2026 Aug 06, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,775 317 0.04% 0.04% 478 0 0.0% Q2 2026 Jul 24, 2026
Empirical Asset Management, LLC History No change 1,793 316 0.07% 0.07% 479 0 0.0% Q2 2026 Aug 10, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 1,784 315 0.11% 0.11% 480 0 0.0% Q2 2026 Aug 06, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,773 313 0.05% 0.05% 481 0 0.0% Q2 2026 Jul 29, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,767 312 0.04% 0.04% 482 0 0.0% Q2 2026 Jul 10, 2026
INTRUST BANK NA History No change 1,765 311 0.02% 0.02% 483 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 1,763 311 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 1,739 307 0.14% 0.14% 485 0 0.0% Q2 2026 Jul 13, 2026
Krane Financial Solutions LLC History No change 1,738 307 0.19% 0.19% 486 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 1,714 302 0.01% 0.01% 487 0 0.0% Q2 2026 Jul 20, 2026
Affinity Capital Advisors, LLC History No change 1,710 301 0.04% 0.04% 488 0 0.0% Q2 2026 Jul 08, 2026
PFG Investments, LLC History No change 1,707 301 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 23, 2026
Madison Asset Management, LLC History No change 1,702 300 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 10, 2026
Aldebaran Capital, LLC History No change 1,700 300 0.23% 0.23% 491 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,700 300 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 29, 2026
SkyOak Wealth, LLC History No change 1,700 300 0.05% 0.05% 493 0 0.0% Q2 2026 Jul 30, 2026
OSLO PENSJONSFORSIKRING AS History No change 1,700 300 0.03% 0.03% 494 0 0.0% Q2 2026 Jul 31, 2026
PINNEY & SCOFIELD, INC. History No change 1,700 300 0.15% 0.15% 495 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 1,691 298 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 1,672 295 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 15, 2026
NATURAL INVESTMENTS, LLC History No change 1,627 287 0.06% 0.06% 498 0 0.0% Q2 2026 Jul 31, 2026
ALTFEST L J & CO INC History No change 1,620 286 0.03% 0.03% 499 0 0.0% Q2 2026 Jul 30, 2026
CWA Asset Management Group, LLC History No change 1,623 286 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 14, 2026
XTX Topco Ltd History No change 11,136 286 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,623 286 0.04% 0.04% 502 0 0.0% Q2 2026 Aug 10, 2026
Ironwood Investment Counsel, LLC History No change 1,605 283 0.04% 0.04% 503 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 1,606 283 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 13, 2026
PDT Partners, LLC History No change 1,600 282 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 14, 2026
Trust Investment Advisors History No change 1,598 282 0.13% 0.13% 506 0 0.0% Q2 2026 Jul 24, 2026
Campbell & CO Investment Adviser LLC History No change 1,575 278 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 03, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 1,575 278 0.04% 0.04% 508 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 1,564 276 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 12, 2026
Measured Wealth Private Client Group, LLC History No change 1,556 274 0.07% 0.07% 510 0 0.0% Q2 2026 Aug 10, 2026
KOM Wealth Management Group, LLC History No change 1,528 270 0.16% 0.16% 511 0 0.0% Q2 2026 Jul 23, 2026
BETO FINANCIAL GROUP, LLC History No change 1,518 270 0.14% 0.14% 512 0 0.0% Q2 2026 Aug 07, 2026
55 North Private Wealth, LLC History No change 1,531 270 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 07, 2026
ExodusPoint Capital Management, LP History No change 1,520 268 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 14, 2026
Greykasell Wealth Strategies, Inc. History No change 1,521 268 0.1% 0.1% 515 0 0.0% Q2 2026 Aug 11, 2026
Caldwell Trust Co History No change 1,500 265 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 03, 2026
KPP Advisory Services LLC History No change 1,476 260 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 24, 2026
GREENLEAF TRUST History No change 1,471 259 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 21, 2026
Tradewinds, LLC. History No change 166 257 0.06% 0.06% 519 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 1,448 255 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 4,971 252 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,426 251 0.0% 0.0% 522 0 0.0% Q2 2026 Jul 14, 2026
CONTINUUM WEALTH ADVISORS, LLC History No change 1,424 251 0.08% 0.08% 523 0 0.0% Q2 2026 Jul 21, 2026
Argent Trust Co History No change 1,417 250 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 1,400 247 0.02% 0.02% 525 0 0.0% Q2 2026 Jul 20, 2026
Winning Points Advisors, LLC History No change 1,400 247 0.33% 0.33% 526 0 0.0% Q2 2026 Aug 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,400 246 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,388 245 0.08% 0.08% 528 0 0.0% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History No change 1,385 244 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 2,975 244 0.0% 0.0% 530 0 0.0% Q2 2026 Jul 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,375 242 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 1,373 242 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 10, 2026
LVW Advisors, LLC History No change 1,367 241 0.02% 0.02% 533 0 0.0% Q2 2026 Jul 15, 2026
RIVERSEDGE ADVISORS, LLC History No change 1,361 240 0.03% 0.03% 534 0 0.0% Q2 2026 Jul 16, 2026
FORM Wealth Advisors, LLC History No change 1,362 240 0.03% 0.03% 535 0 0.0% Q2 2026 Jul 10, 2026
Goldstein Advisors, LLC History No change 1,348 238 0.02% 0.02% 536 0 0.0% Q2 2026 Jul 20, 2026
CHOREO, LLC History No change 1,342 237 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 04, 2026
Canoe Financial LP History No change 1,336 235 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 16, 2026
RHUMBLINE ADVISERS History No change 1,320 233 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 11, 2026
LOM Asset Management Ltd History No change 930 233 0.06% 0.06% 540 0 0.0% Q2 2026 Aug 04, 2026
One Degree Advisors Inc History No change 1,307 232 0.05% 0.05% 541 0 0.0% Q2 2026 Jul 31, 2026
Braun-Bostich & Associates Inc. History No change 1,308 231 0.13% 0.13% 542 0 0.0% Q2 2026 Jul 24, 2026
Manchester Capital Management LLC History No change 1,305 230 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,300 229 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 1,299 229 0.0% 0.0% 545 0 0.0% Q2 2026 Jul 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,290 228 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 13, 2026
Keudell/Morrison Wealth Management History No change 1,283 226 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Advisors, LLC History No change 1,273 224 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 1,243 219 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 14, 2026
Compass Wealth Management LLC History No change 1,240 219 0.04% 0.04% 550 0 0.0% Q2 2026 Aug 07, 2026
Gateway Wealth Partners, LLC History No change 1,243 219 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 1,243 219 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,237 218 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
Bawa N Mallick Trust History No change 3,000 217 0.07% 0.07% 554 0 0.0% Q2 2026 Aug 14, 2026
Applied Capital LLC/FL History No change 1,215 214 0.09% 0.09% 555 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 1,206 213 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,200 212 0.0% 0.0% 557 0 0.0% Q2 2026 Jul 14, 2026
Mawer Investment Management Ltd. History No change 1,195 211 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History No change 1,191 210 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 13, 2026
OARSMAN CAPITAL, INC. History No change 1,178 208 0.02% 0.02% 560 0 0.0% Q2 2026 Aug 07, 2026
SlateStone Wealth, LLC History No change 1,177 208 0.02% 0.02% 561 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 1,173 207 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 06, 2026
Brucke Financial, Inc. History No change 1,169 206 0.09% 0.09% 563 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 1,165 205 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 20, 2026
Apella Capital, LLC History No change 1,153 205 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 08, 2026
STEPHENS INC /AR/ History No change 1,158 204 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 29, 2026
Manske Wealth Management History No change 1,160 204 0.05% 0.05% 567 0 0.0% Q2 2026 Aug 03, 2026
CogentBlue Wealth Advisors, LLC History No change 1,152 203 0.12% 0.12% 568 0 0.0% Q2 2026 Jul 16, 2026
Johnson Financial Group, Inc. History No change 1,138 201 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 10, 2026
Carter Financial Group, INC. History No change 1,135 200 0.1% 0.1% 570 0 0.0% Q2 2026 Jul 30, 2026
Hanson & Doremus Investment Management History No change 1,000 177 0.02% 0.02% 571 0 0.0% Q2 2026 Jul 29, 2026
Hills Bank & Trust Co History No change 1,000 176 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 970 171 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 31, 2026
Financial Gravity Companies, Inc. History No change 2,000 170 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 05, 2026
TOMPKINS FINANCIAL CORP History No change 1,000 167 0.01% 0.01% 575 0 0.0% Q3 2026 Oct 05, 2026
DANSKE BANK A/S History No change 913 160 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 858 151 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 06, 2026
JTC Employer Solutions Trustee Ltd History No change 1,707 148 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 31, 2026
HUNTINGTON NATIONAL BANK History No change 837 147 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 836 147 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 798 141 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 787 138 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 762 134 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 17, 2026
GAMMA Investing LLC History No change 742 131 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 07, 2026
DHJJ Financial Advisors, Ltd. History No change 736 130 0.04% 0.04% 585 0 0.0% Q2 2026 Jul 24, 2026
Grove Bank & Trust History No change 710 125 0.01% 0.01% 586 0 0.0% Q2 2026 Jul 07, 2026
SG Americas Securities, LLC History No change 2,450 124 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 07, 2026
Olistico Wealth, LLC History No change 700 117 0.05% 0.05% 588 0 0.0% Q3 2026 Oct 05, 2026
TRUST CO OF VERMONT History No change 651 115 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 652 115 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 04, 2026
180 WEALTH ADVISORS, LLC History No change 14,060 111 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 552 97 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 571 95 0.0% 0.0% 593 -25 -4.19% Q3 2026 Oct 05, 2026
VIRTUS ADVISERS, LLC History No change 378 94 0.04% 0.04% 594 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History No change 554 93 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 516 91 0.0% 0.0% 596 0 0.0% Q2 2026 Aug 06, 2026
TOTH FINANCIAL ADVISORY CORP History No change 500 88 0.01% 0.01% 597 0 0.0% Q2 2026 Jul 14, 2026
Retirement Wealth Solutions LLC History No change 487 86 0.05% 0.05% 598 0 0.0% Q2 2026 Jul 07, 2026
Bayforest Capital Ltd History No change 490 86 0.08% 0.08% 599 0 0.0% Q2 2026 Aug 05, 2026
Corient IA LP History No change 490 86 0.08% 0.08% 600 0 0.0% Q2 2026 Aug 12, 2026
BAYBAN History No change 489 86 0.07% 0.07% 601 0 0.0% Q2 2026 Jul 30, 2026
EASTERN BANK History No change 496 82 0.0% 0.0% 602 0 0.0% Q3 2026 Oct 05, 2026
Birchwood Financial Partners, Inc. History No change 467 82 0.07% 0.07% 603 0 0.0% Q2 2026 Aug 06, 2026
JNBA Financial Advisors History No change 457 80 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 442 78 0.03% 0.03% 605 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 554 77 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 28, 2026
Basecamp Wealth Advisors LLC History No change 417 73 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,929 72 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 13, 2026
VISION FINANCIAL MARKETS LLC History No change 400 70 0.06% 0.06% 609 0 0.0% Q2 2026 Jul 24, 2026
Crewe Advisors LLC History No change 400 70 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 392 69 0.01% 0.01% 611 0 0.0% Q2 2026 Jul 17, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 354 62 0.01% 0.01% 612 0 0.0% Q2 2026 Jul 13, 2026
Harbor Asset Planning, Inc. History No change 352 62 0.05% 0.05% 613 0 0.0% Q2 2026 Jul 22, 2026
Highland Investment Advisors LLC History No change 355 62 0.03% 0.03% 614 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 350 61 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 347 61 0.03% 0.03% 616 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 333 59 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 05, 2026
IAG Wealth Partners, LLC History No change 335 59 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 307 54 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 14, 2026
Truvestments Capital LLC History No change 300 53 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 301 53 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 13, 2026
CDKV HOLDINGS LLC History No change 300 53 0.04% 0.04% 622 0 0.0% Q2 2026 Jul 30, 2026
True Wealth Design, LLC History No change 297 52 0.01% 0.01% 623 0 0.0% Q2 2026 Jul 16, 2026
Meramec Financial Planners, LLC History No change 293 52 0.02% 0.02% 624 0 0.0% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 278 49 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 31, 2026
Bank & Trust Co History No change 263 46 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 10, 2026
Financial Management Professionals, Inc. History No change 260 45 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 09, 2026
1620 INVESTMENT ADVISORS, INC. History No change 254 44 0.03% 0.03% 628 0 0.0% Q2 2026 Jul 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 233 41 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 207 36 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 20, 2026
Trust Co History No change 193 34 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 10, 2026
Bruce G. Allen Investments, LLC History No change 178 31 0.02% 0.02% 632 0 0.0% Q2 2026 Jul 31, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 160 28 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 163 28 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 143 25 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Retirement Investments LLC History No change 139 24 0.01% 0.01% 636 0 0.0% Q2 2026 Aug 03, 2026
JFS WEALTH ADVISORS, LLC History No change 132 23 0.0% 0.0% 637 0 0.0% Q2 2026 Jul 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 134 23 0.01% 0.01% 638 0 0.0% Q2 2026 Jul 31, 2026
Cornerstone Planning Group LLC History No change 134 23 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 133 23 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 21, 2026
Kilter Group LLC History No change 132 23 0.01% 0.01% 641 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 130 22 0.01% 0.01% 642 0 0.0% Q2 2026 Jul 22, 2026
Tradewinds Capital Management, LLC History No change 125 22 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 23, 2026
Polaris Financial Partners History New 114 19 0.01% — 647 +114 New Q3 2026 Oct 02, 2026
MCF Advisors LLC History No change 110 19 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 12, 2026
SFAM, LLC History No change 110 19 0.02% 0.02% 645 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 109 19 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 107 18 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 07, 2026
Western Pacific Wealth Management, LP History No change 102 18 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 100 17 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 16, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 101 17 0.01% 0.01% 651 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 88 15 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 04, 2026
Rossby Financial, LCC History No change 85 15 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 04, 2026
FINANCIAL CONSULATE, INC History No change 80 14 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 23, 2026
Glen Eagle Advisors, LLC History No change 200 14 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 75 13 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 79 13 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 17, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 79 13 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 07, 2026
Westside Investment Management, Inc. History No change 70 12 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 27, 2026
Triumph Capital Management History No change 106 12 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 20, 2026
Signature Resources Capital Management, LLC History No change 71 12 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 66 11 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 66 11 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 20, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 65 11 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 15, 2026
Cornerstone Financial Management LLC History No change 65 11 0.01% 0.01% 665 0 0.0% Q2 2026 Aug 28, 2026
COUNTRY TRUST BANK History No change 62 10 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 15, 2026
Main Street Group, LTD History No change 10,000 10 0.0% 0.0% 667 0 0.0% Q2 2026 Jul 13, 2026
Penserra Capital Management LLC History No change 51 9 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 49 8 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 27, 2026
Financial Avengers, Inc. History No change 50 8 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 18, 2026
Financial Perspectives, Inc History No change 49 8 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 24, 2026
Atlantic Edge Private Wealth Management, LLC History No change 50 8 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 271 7 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 28, 2026
Colonial Trust Advisors History No change 40 7 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 11, 2026
SJS Investment Consulting Inc. History No change 43 7 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 22, 2026
Spire Wealth Management History No change 80 6 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 15, 2026
MATHER GROUP, LLC. History No change 31 5 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 32 5 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 30, 2026
VALLEY NATIONAL ADVISERS INC History No change 26 4 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 29, 2026
STEPH & CO History No change 25 4 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 16, 2026
Parkside Financial Bank & Trust History No change 23 4 0.0% 0.0% 681 0 0.0% Q2 2026 Sep 04, 2026
Addison Advisors LLC History No change 28 4 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 23 4 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 23 4 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 18 3 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 12 2 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 13 2 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History No change 12 2 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 27, 2026
Stone House Investment Management, LLC History No change 14 2 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 05, 2026
Private Wealth Asset Management, LLC History No change 12 2 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History No change 12 2 0.0% 0.0% 691 0 0.0% Q2 2026 Jul 06, 2026
Noble Wealth Management PBC History No change 12 2 0.0% 0.0% 692 0 0.0% Q3 2026 Oct 01, 2026
Cypress Capital Management LLC (WY) History No change 21 1 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd History No change 40 1 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 6 1 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 21, 2026
Financial Network Wealth Advisors LLC History No change 11 1 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 8 1 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 14, 2026
Dogwood Wealth Management LLC History No change 9 1 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 06, 2026
Game Plan Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
High Note Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RMG Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Caitlin John, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Nvest Wealth Strategies, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 10, 2026