BANCO SANTANDER CHILE - BSAC
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | History | No change | 3,463,152 | 114,041 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCA Investments LLC | History | No change | 1,942,969 | 63,981 | 18.11% | 18.11% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| USS Investment Management Ltd | History | No change | 1,561,544 | 51,429 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,450,893 | 47,777 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,377,185 | 45,350 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 1,211,134 | 40,403 | 0.05% | 0.05% | 6 | +6,904 | 0.57% | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,087,443 | 35,439 | 0.06% | 0.05% | 7 | -9,451 | -0.86% | Q3 2026 | Nov 04, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 691,757 | 22,688 | 0.43% | 0.43% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 660,254 | 22,029 | 0.0% | 0.0% | 9 | -11,876 | -1.77% | Q3 2026 | Nov 04, 2026 |
| TT International Asset Management LTD | History | Added to | 645,909 | 21,547 | 2.4% | 2.57% | 10 | +28,778 | 4.66% | Q3 2026 | Oct 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 576,745 | 18,992 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 480,623 | 15,586 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 460,147 | 15,152 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fundamenta Capital S.A. | History | Added to | 431,778 | 14,404 | 10.06% | 7.62% | 14 | +33,000 | 8.28% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 431,419 | 14,206 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 408,974 | 13,467 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 350,464 | 11,540 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 336,710 | 11,087 | 1.23% | 1.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 327,496 | 10,784 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 301,031 | 9,912 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aubrey Capital Management Ltd | History | New | 278,601 | 9,294 | 8.07% | — | 21 | +278,601 | New | Q3 2026 | Oct 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 273,404 | 9,003 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 269,717 | 8,881 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 264,795 | 8,719 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 239,991 | 7,902 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 161,038 | 5,302 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 143,134 | 4,713 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 137,483 | 4,527 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 136,278 | 4,487 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 121,499 | 4,000 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 119,061 | 3,920 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 115,152 | 3,791 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cardinal Capital Management | History | Added to | 109,163 | 3,641 | 0.42% | 0.42% | 33 | +4,522 | 4.32% | Q3 2026 | Oct 21, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 96,070 | 3,205 | 0.02% | — | 34 | +96,070 | New | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | Reduced | 88,831 | 2,963 | 0.01% | 0.01% | 35 | -2,808 | -3.06% | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 86,996 | 2,864 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 82,838 | 2,703 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 70,350 | 2,346 | 0.23% | — | 38 | +70,350 | New | Q3 2026 | Oct 19, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 63,153 | 2,079 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIL Ltd | History | No change | 59,764 | 1,968 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 57,936 | 1,933 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ethic Inc. | History | Added to | 57,623 | 1,922 | 0.02% | 0.02% | 42 | +9,689 | 20.21% | Q3 2026 | Nov 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 53,090 | 1,748 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henry James International Management Inc. | History | Added to | 51,021 | 1,702 | 0.52% | 0.5% | 44 | +21 | 0.04% | Q3 2026 | Oct 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 50,093 | 1,671 | 0.05% | 0.04% | 45 | +3,494 | 7.5% | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 49,902 | 1,643 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WD RUTHERFORD LLC | History | Added to | 116,986 | 1,617 | 0.61% | 0.58% | 47 | +1,278 | 1.1% | Q3 2026 | Oct 26, 2026 |
| Nykredit A/S | History | No change | 42,950 | 1,414 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 42,288 | 1,392 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 39,729 | 1,325 | 0.0% | 0.0% | 50 | +3,218 | 8.81% | Q3 2026 | Nov 02, 2026 |
| ABS Investment Management LLC | History | No change | 40,000 | 1,317 | 0.83% | 0.83% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 39,169 | 1,306 | 0.0% | 0.0% | 52 | -5,600 | -12.51% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 38,932 | 1,282 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 33,639 | 1,107 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,463 | 1,101 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 32,669 | 1,089 | 0.11% | 0.11% | 56 | +896 | 2.82% | Q3 2026 | Oct 19, 2026 |
| Vident Advisory, LLC | History | No change | 31,984 | 1,053 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 31,431 | 1,024 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 30,600 | 1,007 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 28,731 | 946 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 28,000 | 922 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,672 | 878 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 26,686 | 878 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qtron Investments LLC | History | No change | 24,373 | 802 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 23,411 | 780 | 0.0% | 0.0% | 65 | -4,091 | -14.88% | Q3 2026 | Nov 04, 2026 |
| Jump Financial, LLC | History | No change | 23,152 | 762 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 22,436 | 738 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 20,580 | 677 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sava Infond d.o.o. | History | No change | 20,000 | 667 | 0.04% | 0.05% | 69 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18,741 | 617 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 18,822 | 605 | 0.02% | 0.02% | 71 | +110 | 0.59% | Q3 2026 | Oct 20, 2026 |
| Carrera Capital Advisors | History | Added to | 18,126 | 604 | 0.09% | 0.08% | 72 | +1,123 | 6.6% | Q3 2026 | Nov 03, 2026 |
| Ballentine Partners, LLC | History | No change | 17,548 | 577 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 17,174 | 565 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 15,975 | 533 | 0.0% | 0.0% | 75 | +253 | 1.61% | Q3 2026 | Oct 22, 2026 |
| Blue Trust, Inc. | History | Added to | 15,985 | 533 | 0.01% | 0.01% | 76 | +171 | 1.08% | Q3 2026 | Oct 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,321 | 477 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,256 | 469 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 13,791 | 454 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 13,942 | 452 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 13,594 | 447 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 13,032 | 429 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,391 | 408 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 11,384 | 379 | 0.09% | 0.09% | 84 | +267 | 2.4% | Q3 2026 | Oct 19, 2026 |
| HRT FINANCIAL LP | History | No change | 11,357 | 373 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 11,220 | 369 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | New | 11,076 | 360 | 0.01% | — | 87 | +11,076 | New | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,720 | 353 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 10,214 | 343 | 0.0% | — | 89 | +10,214 | New | Q3 2026 | Oct 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,305 | 339 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 10,294 | 338 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 9,717 | 324 | 0.0% | — | 92 | +9,717 | New | Q3 2026 | Oct 30, 2026 |
| Quantbot Technologies LP | History | No change | 9,132 | 300 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCM Encore, LLC | History | No change | 8,738 | 287 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 10,005 | 268 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 8,090 | 266 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,292 | 243 | 0.0% | 0.0% | 97 | +1,078 | 17.35% | Q3 2026 | Oct 28, 2026 |
| Tuttle Capital Management, LLC | History | New | 7,559 | 241 | 0.1% | — | 98 | +7,559 | New | Q3 2026 | Oct 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,230 | 238 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 7,245 | 238 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SG Americas Securities, LLC | History | No change | 7,186 | 237 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 7,184 | 236 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,048 | 232 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 6,908 | 227 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,805 | 224 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 6,588 | 219 | 0.0% | — | 107 | +6,588 | New | Q3 2026 | Oct 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 6,676 | 219 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,353 | 209 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 6,242 | 208 | 0.02% | — | 109 | +6,242 | New | Q3 2026 | Nov 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,289 | 207 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 6,158 | 202 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 6,164 | 202 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,897 | 161 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 4,700 | 155 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,524 | 117 | 0.0% | 0.0% | 115 | +233 | 7.08% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,456 | 113 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,373 | 111 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 3,361 | 110 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,748 | 90 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,682 | 88 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,333 | 77 | 0.0% | 0.0% | 121 | -971 | -29.39% | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,977 | 65 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,449 | 48 | 0.0% | 0.0% | 123 | -52 | -3.46% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,383 | 45 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,397 | 45 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,300 | 42 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,078 | 35 | 0.0% | 0.0% | 127 | +21 | 1.99% | Q3 2026 | Oct 08, 2026 |
| Gen-Wealth Partners Inc | History | New | 1,026 | 34 | 0.01% | — | 129 | +1,026 | New | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,061 | 34 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 915 | 30 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 828 | 27 | 0.0% | 0.0% | 131 | +10 | 1.22% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 676 | 22 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 611 | 20 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 559 | 18 | 0.0% | 0.0% | 134 | -62 | -9.98% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Added to | 357 | 11 | 0.0% | 0.0% | 135 | +40 | 12.62% | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 314 | 10 | 0.0% | 0.0% | 136 | -71 | -18.44% | Q3 2026 | Oct 29, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 280 | 9 | 0.0% | 0.0% | 138 | +39 | 16.18% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 284 | 9 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 248 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 222 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 210 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 194 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 396 | 5 | 0.0% | — | 145 | +396 | New | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 150 | 5 | 0.0% | 0.0% | 144 | -38 | -20.21% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 170 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 130 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 90 | 3 | 0.0% | — | 149 | +90 | New | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 151 | -141 | -68.45% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 87 | 2 | 0.0% | 0.0% | 152 | +12 | 16.0% | Q3 2026 | Oct 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 73 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 72 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 41 | 1 | 0.0% | 0.0% | 156 | -118 | -74.21% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | New | 50 | 1 | 0.0% | — | 158 | +50 | New | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kilter Group LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.11% | — | -192,269 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 19 | 0 | — | — | — | +5 | 35.71% | Q3 2026 | Oct 23, 2026 |
| Rossby Financial, LCC | History | Added to | 22 | 0 | — | — | — | +5 | 29.41% | Q3 2026 | Nov 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 15, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LRI Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |