CAVA GROUP, INC. - CAVA

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
BlackRock, Inc. History No change 9,645,932 757,012 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 6,642,936 537,413 0.18% 0.18% 2 0 0.0% Q2 2026 Aug 14, 2026
Artal Group S.A. History No change 6,507,990 510,747 54.85% 54.85% 3 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 5,528,752 433,896 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,486,095 352,068 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,213,225 330,653 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 3,448,532 270,640 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,262,759 256,061 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 3,098,230 243,229 0.01% 0.01% 9 0 0.0% Q2 2026 Sep 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,034,360 238,138 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 2,525,500 198,201 0.1% 0.1% 11 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 2,127,156 166,939 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
Capital International Investors History No change 2,058,240 161,530 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,003,627 157,283 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 1,901,650 149,241 0.02% 0.02% 15 0 0.0% Q2 2026 Sep 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,605,508 126,000 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,515,184 118,911 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,473,206 115,636 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 1,444,258 113,366 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 12, 2026
Clearbridge Investments, LLC History No change 1,406,266 110,363 0.09% 0.09% 20 0 0.0% Q2 2026 Aug 13, 2026
Hood River Capital Management LLC History No change 1,406,249 110,362 0.8% 0.8% 21 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,328,728 104,278 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 1,244,918 97,701 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 1,192,923 93,620 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 1,184,450 92,955 0.05% 0.05% 25 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,183,642 92,892 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 1,166,018 91,509 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 06, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 1,145,019 89,861 0.27% 0.27% 28 0 0.0% Q2 2026 Aug 11, 2026
Prime Capital Management Co Ltd History No change 1,031,630 80,962 6.47% 6.47% 29 0 0.0% Q2 2026 Aug 10, 2026
Capital World Investors History No change 1,021,804 80,191 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 12, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 996,496 78,205 0.45% 0.45% 31 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 946,829 74,307 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
Liontrust Investment Partners LLP History No change 911,654 71,546 1.05% 1.05% 33 0 0.0% Q2 2026 Aug 18, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 898,048 70,478 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 885,112 69,463 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History No change 880,853 69,143 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 866,060 67,968 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 820,026 64,355 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 767,601 60,241 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 655,620 58,795 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 744,629 58,438 0.07% 0.07% 41 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 722,476 56,699 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 719,356 56,455 0.16% 0.16% 43 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 701,117 55,023 1.41% 1.41% 44 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 682,636 54,460 0.08% 0.08% 45 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 671,900 52,730 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 655,326 51,429 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 646,209 50,714 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 618,545 48,543 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 603,334 47,349 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 544,927 42,765 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 534,943 41,982 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 11, 2026
Mediolanum International Funds Ltd History No change 483,958 39,621 0.34% 0.34% 53 0 0.0% Q2 2026 Jul 23, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 497,713 39,061 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 489,993 38,454 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 474,366 37,227 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 03, 2026
MARSHALL WACE, LLP History No change 461,401 36,210 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 436,296 34,240 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 425,391 33,384 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 418,802 32,867 0.1% 0.1% 60 0 0.0% Q2 2026 Aug 14, 2026
Alphadyne Asset Management LP History No change 385,331 30,240 0.29% 0.29% 61 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 383,523 30,098 0.17% 0.17% 62 0 0.0% Q2 2026 Aug 11, 2026
Armstrong, Fleming & Moore, Inc History No change 363,865 28,556 9.46% 9.46% 63 0 0.0% Q2 2026 Jul 28, 2026
Aperture Investors, LLC History No change 361,344 28,358 2.57% 2.57% 64 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 321,684 25,245 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 289,766 24,091 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 303,141 23,790 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 284,435 22,322 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 281,711 22,108 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 275,103 21,590 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 272,536 21,388 0.01% 0.01% 71 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 267,700 21,009 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 265,411 20,829 0.74% 0.74% 73 0 0.0% Q2 2026 Aug 14, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 378,086 20,454 0.13% 0.24% 74 -120,258 -24.13% Q3 2026 Oct 06, 2026
PEAK6 LLC History No change 258,653 20,299 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 242,935 19,065 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 239,407 18,788 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 235,193 18,457 0.06% 0.06% 78 0 0.0% Q2 2026 Jul 28, 2026
FEDERATED HERMES, INC. History No change 233,687 18,339 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 219,999 17,265 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 204,231 16,026 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 13, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History No change 200,000 15,696 0.28% 0.28% 82 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 187,984 14,752 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 186,335 14,623 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History No change 176,800 13,875 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 176,388 13,842 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 175,200 13,749 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 11, 2026
Jump Financial, LLC History No change 171,930 13,493 0.11% 0.11% 88 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 164,535 12,912 0.02% 0.02% 89 0 0.0% Q2 2026 Jul 30, 2026
Verition Fund Management LLC History No change 152,500 11,968 0.06% 0.06% 90 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 146,265 11,478 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 139,645 10,959 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 130,082 10,208 0.04% 0.04% 93 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 129,300 10,147 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
Ghisallo Capital Management LLC History No change 125,000 9,810 0.19% 0.19% 95 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 124,147 9,743 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 121,600 9,543 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 14, 2026
AustralianSuper Pty Ltd History No change 120,337 9,444 0.04% 0.04% 98 0 0.0% Q2 2026 Aug 12, 2026
Nicholas Investment Partners, LP History No change 119,882 9,408 0.53% 0.53% 99 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 118,800 9,323 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 115,935 9,098 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 111,106 8,719 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 109,563 8,599 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 108,554 8,519 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History No change 108,079 8,482 0.14% 0.14% 105 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 107,501 8,436 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 24, 2026
Caption Management, LLC History No change 99,000 7,769 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 93,661 7,350 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 91,602 7,188 0.03% 0.03% 109 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 89,843 7,050 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 89,500 7,023 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 17, 2026
OSAIC HOLDINGS, INC. History No change 88,579 6,951 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 87,071 6,833 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 12, 2026
CASTLEARK MANAGEMENT LLC History No change 86,440 6,783 0.18% 0.18% 114 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 85,133 6,681 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 80,830 6,343 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 79,572 6,244 0.26% 0.26% 117 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 77,144 6,054 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 71,343 5,794 0.16% 0.16% 119 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 72,866 5,718 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 09, 2026
Norman Fields, Gottscho Capital Management, LLC History Added to 102,000 5,518 1.68% 0.81% 121 +67,763 197.92% Q3 2026 Oct 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 65,223 5,439 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 68,906 5,407 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 68,445 5,371 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 29, 2026
MAI Capital Management History No change 67,355 5,286 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 63,408 4,976 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 23, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 63,400 4,975 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 57,293 4,496 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 56,560 4,438 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Graham Capital Management, L.P. History No change 56,420 4,427 0.08% 0.08% 130 0 0.0% Q2 2026 Aug 14, 2026
Bullseye Asset Management LLC History No change 55,150 4,329 2.2% 2.2% 131 0 0.0% Q2 2026 Aug 12, 2026
NWK Group, Inc. History No change 54,620 4,286 1.32% 1.32% 132 0 0.0% Q2 2026 Aug 10, 2026
ALGERT GLOBAL LLC History No change 53,030 4,161 0.05% 0.05% 133 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 52,148 4,092 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 13, 2026
Watchman Group, Inc. History No change 51,413 4,034 0.9% 0.9% 135 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 51,369 4,031 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 51,068 4,008 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 13, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 51,018 4,003 0.21% 0.21% 138 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 50,206 3,940 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History No change 50,186 3,938 0.05% 0.05% 140 0 0.0% Q2 2026 Aug 05, 2026
JW Asset Management, LLC History No change 50,000 3,924 1.23% 1.23% 141 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 49,707 3,901 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 29, 2026
Xcel Wealth Management, LLC History No change 47,835 3,754 0.9% 0.9% 143 0 0.0% Q2 2026 Jul 24, 2026
XTX Topco Ltd History No change 47,471 3,725 0.05% 0.05% 144 0 0.0% Q2 2026 Aug 14, 2026
E. Ohman J:or Asset Management AB History No change 47,370 3,717 0.09% 0.09% 145 0 0.0% Q2 2026 Jul 10, 2026
AMALGAMATED BANK History No change 47,232 3,707 0.03% 0.03% 146 0 0.0% Q2 2026 Jul 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 46,528 3,651 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 46,362 3,638 0.07% 0.07% 148 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 45,984 3,608 0.03% 0.03% 149 0 0.0% Q2 2026 Jul 23, 2026
Jain Global LLC History No change 45,190 3,546 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 44,213 3,469 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 28, 2026
Treasurer of the State of North Carolina History No change 42,758 3,356 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 42,680 3,349 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 11, 2026
Royal Fund Management, LLC History No change 42,600 3,343 0.28% 0.28% 154 0 0.0% Q2 2026 Jul 20, 2026
Qsemble Capital Management, LP History No change 42,082 3,302 0.42% 0.42% 155 0 0.0% Q2 2026 Aug 03, 2026
Calamos Advisors LLC History No change 42,037 3,299 0.01% 0.01% 156 0 0.0% Q2 2026 Jul 31, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 42,000 3,296 0.81% 0.81% 157 0 0.0% Q2 2026 Aug 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 41,779 3,278 0.1% 0.1% 158 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 41,445 3,252 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 40,200 3,157 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 40,000 3,139 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 39,930 3,133 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 05, 2026
CANTOR FITZGERALD, L. P. History No change 39,214 3,077 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 14, 2026
WESBANCO BANK INC History No change 39,200 3,076 0.08% 0.08% 164 0 0.0% Q2 2026 Jul 28, 2026
HRT FINANCIAL LP History No change 38,700 3,037 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 38,563 3,026 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 38,065 2,987 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 38,041 2,985 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 10, 2026
State of Tennessee, Department of Treasury History No change 37,840 2,969 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 45,016 2,926 0.22% 0.22% 170 0 0.0% Q2 2026 Jul 29, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 37,202 2,919 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 11, 2026
D L CARLSON INVESTMENT GROUP INC History No change 34,467 2,704 0.43% 0.43% 172 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,962 2,665 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 33,892 2,659 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 33,602 2,637 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 33,302 2,613 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 05, 2026
Oak Thistle LLC History No change 32,829 2,576 0.25% 0.25% 177 0 0.0% Q2 2026 Jul 20, 2026
Handelsbanken Fonder AB History No change 32,600 2,558 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 10, 2026
Ameritas Advisory Services, LLC History No change 31,759 2,492 0.05% 0.05% 179 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 31,300 2,457 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 30,421 2,387 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 04, 2026
Louisiana State Employees Retirement System History No change 29,300 2,299 0.03% 0.03% 182 0 0.0% Q2 2026 Jul 21, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 28,742 2,255 0.02% 0.02% 183 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 27,829 2,184 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 16, 2026
ExodusPoint Capital Management, LP History No change 27,056 2,123 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 26,649 2,091 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 24,613 1,932 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 05, 2026
Arizona State Retirement System History No change 24,084 1,890 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 23,968 1,881 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 17, 2026
Pitcairn Wealth Advisors LLC History No change 23,972 1,881 0.21% 0.21% 190 0 0.0% Q2 2026 Aug 10, 2026
Diversified Trust Co History No change 23,831 1,870 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 23,400 1,836 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 30, 2026
Havemeyer Place LP History No change 22,759 1,786 0.18% 0.18% 193 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 22,520 1,767 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 22,232 1,745 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 21,800 1,710 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 25, 2026
KLP KAPITALFORVALTNING AS History No change 21,800 1,710 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 21,752 1,707 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 21,737 1,706 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 21,451 1,683 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 10, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 31,048 1,679 0.14% 0.14% 201 +9,750 45.78% Q3 2026 Oct 06, 2026
Mainstream Capital Management LLC History No change 21,381 1,677 1.01% 1.01% 202 0 0.0% Q2 2026 Jul 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 20,258 1,658 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 20,738 1,627 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 07, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 20,654 1,620 0.02% 0.02% 205 0 0.0% Q2 2026 Jul 28, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 20,600 1,617 0.04% 0.04% 206 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 20,185 1,584 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 19,760 1,550 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 03, 2026
Private Advisor Group, LLC History No change 19,609 1,538 0.01% 0.01% 209 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 19,143 1,502 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 18,405 1,444 0.01% 0.01% 211 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Investment Partners, Inc. History No change 18,376 1,442 0.04% 0.04% 212 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 18,321 1,437 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
SANDLER CAPITAL MANAGEMENT History No change 17,874 1,402 0.7% 0.7% 214 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 17,672 1,388 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 13, 2026
Prospect Financial Services LLC History No change 17,170 1,347 0.68% 0.68% 216 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Investment Partners, LLC History No change 16,732 1,313 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 16,684 1,309 0.06% 0.06% 218 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 16,162 1,268 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 16,115 1,265 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 15,887 1,246 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 15, 2026
UHLMANN PRICE SECURITIES, LLC History No change 15,631 1,226 0.05% 0.05% 222 0 0.0% Q2 2026 Jul 24, 2026
Walleye Capital LLC History No change 15,487 1,215 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 22,333 1,212 0.0% 0.0% 224 +959 4.49% Q3 2026 Oct 13, 2026
Voleon Capital Management LP History No change 15,043 1,180 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 14,577 1,144 0.09% 0.09% 226 0 0.0% Q2 2026 Aug 06, 2026
Polymer Capital Management (US) LLC History No change 14,346 1,125 0.15% 0.15% 227 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 13,984 1,097 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 13,954 1,095 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 13,826 1,085 0.11% 0.11% 230 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 13,629 1,069 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 13,460 1,056 0.0% 0.0% 232 0 0.0% Q2 2026 Jul 30, 2026
Miller Financial Services LLC History No change 13,452 1,055 0.85% 0.85% 233 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 13,050 1,024 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 12,929 1,014 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 12,864 1,009 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 12,339 969 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
Blue Chip Partners, LLC History No change 11,997 941 0.06% 0.06% 238 0 0.0% Q2 2026 Aug 14, 2026
MANGROVE PARTNERS IM, LLC History No change 11,884 932 0.06% 0.06% 239 0 0.0% Q2 2026 Aug 14, 2026
BW Gestao de Investimentos Ltda. History No change 11,713 919 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 11,563 907 0.01% 0.01% 241 0 0.0% Q2 2026 Jul 24, 2026
Pacer Advisors, Inc. History No change 11,218 880 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 11,130 862 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
CARLSON FINANCIAL, INC. History No change 10,954 859 0.44% 0.44% 244 0 0.0% Q2 2026 Aug 24, 2026
M&T BANK CORP History No change 10,938 858 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 10,900 855 0.03% 0.03% 246 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 10,902 855 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Fortis Capital Advisors, LLC History No change 10,900 855 0.1% 0.1% 248 0 0.0% Q2 2026 Jul 31, 2026
Quantbot Technologies LP History No change 10,811 848 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 12, 2026
Quadcap Wealth Management, LLC History No change 10,375 814 0.08% 0.08% 250 0 0.0% Q2 2026 Jul 31, 2026
CIBC WORLD MARKET INC. History No change 10,229 802 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 10,130 795 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 10,124 794 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 07, 2026
State of Alaska, Department of Revenue History No change 9,810 769 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 20, 2026
EMERALD ADVISERS, LLC History No change 9,774 767 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 05, 2026
Fortis Group Advisors, LLC History No change 9,501 745 0.12% 0.12% 256 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 9,292 729 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 03, 2026
COMMERCE BANK History No change 9,205 722 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 12, 2026
Juno Financial Group LLC History No change 9,143 717 0.25% 0.25% 259 0 0.0% Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History No change 9,050 710 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,912 699 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 8,850 695 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 10, 2026
Riverview Capital Advisers, LLC History No change 8,793 690 0.2% 0.2% 263 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 8,756 687 0.0% 0.0% 264 0 0.0% Q2 2026 Sep 08, 2026
Brevan Howard Capital Management LP History No change 8,667 680 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 8,537 669 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 8,483 665 0.06% 0.06% 267 0 0.0% Q2 2026 Aug 14, 2026
Crystal Rock Capital Management History No change 8,365 656 0.33% 0.33% 268 0 0.0% Q2 2026 Aug 03, 2026
D.B. Root & Company, LLC History No change 8,291 650 0.14% 0.14% 269 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 7,986 627 0.02% 0.02% 270 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,965 625 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 11, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 7,699 614 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 7,685 603 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT PARTNERS, LTD. History No change 7,592 595 0.19% 0.19% 274 0 0.0% Q2 2026 Aug 04, 2026
Inspire Advisors, LLC History No change 7,469 586 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,459 585 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 7,380 579 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 28, 2026
Vienna Asset Management LLC History No change 7,183 563 0.39% 0.39% 278 0 0.0% Q2 2026 Aug 14, 2026
ARMISTICE CAPITAL, LLC History No change 6,988 548 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History No change 6,994 548 0.05% 0.05% 280 0 0.0% Q2 2026 Jul 20, 2026
111 Capital History No change 6,934 544 0.09% 0.09% 281 0 0.0% Q2 2026 Aug 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,779 531 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 19, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 6,759 530 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 6,693 525 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 11, 2026
NORDEN GROUP LLC History No change 6,586 516 0.04% 0.04% 285 0 0.0% Q2 2026 Jul 29, 2026
Inspire Investing, LLC History No change 6,574 515 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 12, 2026
Fieldview Capital Management, LLC History No change 6,540 513 0.15% 0.15% 287 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,352 506 0.02% 0.02% 288 0 0.0% Q2 2026 Jul 23, 2026
Summit Financial, LLC History No change 6,432 504 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 12, 2026
OXFORD ASSET MANAGEMENT LLP History No change 6,422 503 0.25% 0.25% 290 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 6,391 501 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 10, 2026
WJ Financial Advisors LLC History No change 6,366 499 0.37% 0.37% 292 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 6,226 488 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 6,129 481 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 6,124 480 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 6,085 477 0.05% 0.05% 296 0 0.0% Q2 2026 Jul 07, 2026
Swiss Life Asset Management Ltd History No change 6,077 476 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,038 473 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 23, 2026
Crossmark Global Holdings, Inc. History No change 5,951 467 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 16, 2026
Ensign Peak Advisors, Inc History No change 5,950 466 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 5,924 464 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 13, 2026
Sowell Financial Services LLC History No change 5,795 454 0.01% 0.01% 302 0 0.0% Q2 2026 Jul 17, 2026
Thoma Capital Management LLC History No change 5,698 447 0.24% 0.24% 303 0 0.0% Q2 2026 Jul 16, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 5,635 442 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Godshalk Welsh Capital Management, Inc. History No change 5,625 441 0.24% 0.24% 305 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 5,542 434 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 5,497 431 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History No change 5,436 427 0.0% 0.0% 308 0 0.0% Q2 2026 Jul 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 5,372 421 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 31, 2026
Bridgefront Capital, LLC History No change 5,306 416 0.11% 0.11% 310 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 5,274 413 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 5,241 411 0.01% 0.01% 312 0 0.0% Q2 2026 Jul 31, 2026
Prosperity Consulting Group, LLC History No change 5,199 408 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 5,066 397 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 5,027 394 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Palogic Value Management, L.P. History No change 5,000 392 0.13% 0.13% 316 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 4,970 390 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 4,964 389 0.01% 0.01% 318 0 0.0% Q2 2026 Jul 13, 2026
SMITH, MOORE & CO. History No change 4,845 380 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 4,850 380 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 30, 2026
DnB Asset Management AS History No change 4,836 379 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 11, 2026
LECAP ASSET MANAGEMENT LTD History No change 4,680 367 0.16% 0.16% 322 0 0.0% Q2 2026 Jul 30, 2026
Envestnet Portfolio Solutions, Inc. History No change 4,656 365 0.0% 0.0% 323 0 0.0% Q2 2026 Sep 23, 2026
Summit Trail Advisors, LLC History No change 4,648 364 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 4,600 361 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
First National Advisers, LLC History No change 4,548 356 0.05% 0.05% 326 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 4,463 350 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
DMC Group, LLC History No change 4,390 344 0.24% 0.24% 328 0 0.0% Q2 2026 Jul 28, 2026
Birch Hill Investment Advisors LLC History No change 4,382 343 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History No change 4,356 341 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 27, 2026
AdvisorNet Financial, Inc History No change 4,302 337 0.02% 0.02% 331 0 0.0% Q2 2026 Jul 23, 2026
State of Wyoming History No change 4,186 328 0.03% 0.03% 332 0 0.0% Q2 2026 Aug 06, 2026
Machina Capital S.A.S. History No change 4,166 326 0.05% 0.05% 333 0 0.0% Q2 2026 Aug 10, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 4,136 324 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 3,980 312 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 12, 2026
REGIONS FINANCIAL CORP History No change 3,939 309 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History No change 3,949 309 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 3,950 309 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 3,887 305 0.01% 0.01% 339 0 0.0% Q2 2026 Jul 15, 2026
Atria Investments, Inc History No change 3,840 301 0.0% 0.0% 340 0 0.0% Q2 2026 Jul 28, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 3,830 300 0.2% 0.2% 341 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 3,658 287 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 5,285 285 0.0% 0.0% 343 +1,358 34.58% Q3 2026 Oct 08, 2026
Modern Wealth Management, LLC History No change 3,644 285 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
Portside Wealth Group, LLC History No change 3,617 283 0.03% 0.03% 345 0 0.0% Q2 2026 Jul 14, 2026
Sender Co & Partners, Inc. History No change 3,602 282 0.08% 0.08% 346 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 3,551 278 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 3,549 278 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 3,550 278 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 27, 2026
CIBC Asset Management Inc History No change 3,537 277 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 03, 2026
Leonteq Securities AG History No change 3,483 273 0.01% 0.01% 351 0 0.0% Q2 2026 Jul 27, 2026
Nykredit A/S History No change 3,467 272 0.0% 0.0% 352 0 0.0% Q2 2026 Sep 08, 2026
GWN SECURITIES INC. History No change 3,405 267 0.04% 0.04% 353 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,411 267 0.01% 0.01% 354 0 0.0% Q2 2026 Jul 27, 2026
GSA CAPITAL PARTNERS LLP History No change 3,384 266 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 06, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History No change 3,393 266 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 3,340 262 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 3,314 260 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 20, 2026
Granite Investment Partners, LLC History No change 3,282 257 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 3,170 256 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 3,256 255 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 06, 2026
PFG Investments, LLC History No change 3,253 255 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 23, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,226 253 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 04, 2026
FIRST FINANCIAL BANKSHARES INC History No change 3,207 251 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History No change 3,089 242 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 3,065 240 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Added to 4,419 239 0.05% 0.08% 367 +21 0.48% Q3 2026 Oct 08, 2026
SANDERS MORRIS HARRIS LLC History No change 3,000 235 0.14% 0.14% 368 0 0.0% Q2 2026 Jul 07, 2026
NOMURA HOLDINGS INC History No change 2,998 235 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 3,000 235 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 2,988 234 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 12, 2026
North Dakota State Investment Board History No change 2,968 232 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 04, 2026
Rehmann Capital Advisory Group History No change 2,942 230 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 20, 2026
GREENWOOD GEARHART LLC History No change 2,918 229 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 24, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,885 226 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 2,874 225 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 07, 2026
Legacy Capital Wealth Partners, LLC History No change 2,867 225 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 12, 2026
Seelaus Asset Management LLC History No change 2,860 224 0.16% 0.16% 378 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 2,809 220 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 2,730 214 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 05, 2026
Weiss Asset Management LP History No change 2,698 211 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 2,700 211 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 2,698 211 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 07, 2026
MGO ONE SEVEN LLC History No change 2,696 211 0.0% 0.0% 384 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 2,632 206 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History No change 2,581 202 0.01% 0.01% 386 0 0.0% Q2 2026 Jul 17, 2026
NWAM LLC History No change 2,565 201 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 23, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,553 200 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 2,550 200 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 05, 2026
S.A. Mason LLC History Reduced 3,267 176 0.05% 0.08% 390 -175 -5.08% Q3 2026 Oct 13, 2026
STRS OHIO History No change 2,117 166 0.0% 0.0% 391 0 0.0% Q2 2026 Jul 30, 2026
Operose Advisors LLC History No change 2,084 163 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 1,705 133 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 1,604 125 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 1,506 118 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON-ALTUS USA INC. History No change 1,400 113 0.08% 0.08% 396 0 0.0% Q2 2026 Sep 17, 2026
Rakuten Securities, Inc. History No change 1,367 107 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 1,317 103 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,281 100 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 1,286 100 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 1,253 98 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Reduced 1,729 93 0.0% 0.01% 403 -1,225 -41.47% Q3 2026 Oct 08, 2026
Arax Advisory Partners History No change 1,195 93 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 1,177 92 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
Harvest Fund Management Co., Ltd History No change 1,021 80 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 19, 2026
Eurizon Capital SGR S.p.A. History No change 981 80 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,436 77 0.01% 0.01% 407 0 0.0% Q3 2026 Oct 13, 2026
TSFG, LLC History No change 897 70 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 780 61 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 776 60 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 760 59 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 723 56 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 24, 2026
Western Pacific Wealth Management, LP History No change 720 56 0.05% 0.05% 413 0 0.0% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History No change 690 54 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 689 54 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History No change 663 52 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 28, 2026
RiverPark Advisors, LLC History No change 653 51 0.02% 0.02% 417 0 0.0% Q2 2026 Jul 24, 2026
Strategic Investment Solutions, Inc. /IL History No change 600 47 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 581 45 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 04, 2026
Covestor Ltd History No change 524 41 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 07, 2026
REXFORD CAPITAL INC History No change 516 40 0.02% 0.02% 421 0 0.0% Q2 2026 Jul 29, 2026
MONTAG A & ASSOCIATES INC History No change 500 39 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 05, 2026
Vision Retirement, LLC History No change 500 39 0.01% 0.01% 423 0 0.0% Q2 2026 Jul 21, 2026
BESSEMER GROUP INC History No change 468 37 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 467 36 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Reduced 654 35 0.0% 0.01% 426 -196 -23.06% Q3 2026 Oct 01, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 412 32 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 10, 2026
Philadelphia Investment Partners, LLC History No change 415 32 0.02% 0.02% 428 0 0.0% Q2 2026 Aug 14, 2026
FNY Investment Advisers, LLC History No change 398 31 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 08, 2026
Cornerstone Planning Group LLC History No change 477 29 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 370 29 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 22, 2026
Atlantic Union Bankshares Corp History No change 356 27 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 11, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 500 27 0.01% 0.01% 433 0 0.0% Q3 2026 Oct 01, 2026
CX Institutional History New 486 26 0.0% — 435 +486 New Q3 2026 Oct 02, 2026
Ancora Advisors LLC History No change 341 26 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 324 25 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
VISION FINANCIAL MARKETS LLC History No change 300 23 0.02% 0.02% 437 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 279 21 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 273 21 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 05, 2026
Salomon & Ludwin, LLC History No change 272 21 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 250 19 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Wealth Advisory Group, LLC History No change 230 18 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 06, 2026
Aventura Private Wealth, LLC History No change 223 17 0.01% 0.01% 443 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Wealth Planning Services, Inc. History No change 214 16 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 07, 2026
Steigerwald, Gordon & Koch Inc. History No change 200 15 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History No change 197 15 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 188 14 0.0% 0.0% 447 0 0.0% Q2 2026 Sep 04, 2026
HUNTINGTON NATIONAL BANK History No change 166 13 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 175 13 0.0% 0.0% 449 0 0.0% Q2 2026 Sep 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 224 12 0.0% 0.0% 451 -64 -22.22% Q3 2026 Oct 05, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 160 12 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 17, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 186 12 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 165 12 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 153 12 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 14, 2026
Graney & King, LLC History No change 154 12 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
BFSG, LLC History No change 150 11 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 20, 2026
Providence Capital Advisors, LLC History No change 145 11 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 143 11 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 133 10 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History No change 129 10 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 06, 2026
GK Wealth Management LLC History New 169 9 0.01% — 462 +169 New Q3 2026 Oct 09, 2026
Transamerica Financial Advisors, LLC History No change 127 9 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 104 8 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 06, 2026
SouthState Bank Corp History No change 110 8 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 112 8 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 102 8 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 12, 2026
Concord Wealth Partners History No change 105 8 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 27, 2026
NFSG Corp History No change 110 8 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 14, 2026
Estabrook Capital Management History No change 100 7 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 100 7 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 20, 2026
SWAN Capital LLC History No change 100 7 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 13, 2026
BOKF, NA History No change 87 6 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 80 6 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 20, 2026
MV CAPITAL MANAGEMENT, INC. History No change 82 6 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 30, 2026
Elequin Capital, LP History No change 85 6 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 84 6 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 84 6 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 04, 2026
Benson Wealth Management INC History No change 79 6 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 80 6 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
Harborfront Financial Group LLC History No change 71 5 0.02% 0.02% 480 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 85 4 0.0% 0.0% 487 +10 13.33% Q3 2026 Oct 09, 2026
FIRST HORIZON CORP History No change 61 4 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 20, 2026
KELLEHER FINANCIAL ADVISORS History No change 60 4 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 06, 2026
NVWM, LLC History No change 62 4 0.0% 0.0% 483 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Trust, LLC History No change 58 4 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 06, 2026
Crewe Advisors LLC History No change 60 4 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 56 4 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 22, 2026
Essential Partners LLC History No change 57 4 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 10, 2026
Cheviot Value Management, LLC History No change 40 3 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 06, 2026
Financial Management Professionals, Inc. History No change 40 3 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 09, 2026
Heritage Wealth Advisors History No change 40 3 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
Silicon Valley Capital Partners History No change 49 3 0.0% 0.0% 492 0 0.0% Q2 2026 Sep 21, 2026
SOA Wealth Advisors, LLC. History No change 40 3 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 44 3 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 21, 2026
Bell Investment Advisors, Inc History No change 43 3 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 06, 2026
Morton Brown Family Wealth, LLC History No change 50 3 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 48 3 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 50 3 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 27, 2026
Principia Wealth Advisory, LLC History No change 47 3 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 26, 2026
CULLEN/FROST BANKERS, INC. History No change 28 2 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 27, 2026
MANNING & NAPIER ADVISORS LLC History No change 35 2 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 13, 2026
MEEDER ASSET MANAGEMENT INC History No change 34 2 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 07, 2026
TOTH FINANCIAL ADVISORY CORP History No change 50 2 0.0% 0.0% 503 0 0.0% Q3 2026 Oct 08, 2026
NBT BANK, N.A. History No change 30 2 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 29, 2026
Capital Advisors, Ltd. LLC History No change 21 2 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 16, 2026
Cromwell Holdings LLC History No change 34 2 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 13, 2026
Caitong International Asset Management Co., Ltd History No change 30 2 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 28 2 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Management Group, LLC History No change 35 2 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 27, 2026
Owl Creek Wealth Partners LLC History No change 30 2 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 15 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 28, 2026
North Star Investment Management Corp. History No change 16 1 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 28, 2026
Quaker Wealth Management, LLC History No change 23 1 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 17 1 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 14 1 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 23 1 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 18 1 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 16 1 0.0% 0.0% 518 0 0.0% Q2 2026 Jul 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 24 1 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 13 1 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 28, 2026
Glen Eagle Advisors, LLC History No change 22 1 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 17 1 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 13 1 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 16 1 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 13, 2026
Hamrick Investment Counsel, llc History No change 24 1 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 29 1 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 09, 2026
GATEWAY INVESTMENT ADVISERS LLC History Closed out 0 0 — 0.01% — -10,747 -100.0% Q3 2026 Oct 13, 2026
Wedmont Private Capital History Closed out 0 0 — 0.01% — -7,085 -100.0% Q3 2026 Oct 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Closed out 0 0 — 0.0% — -4,150 -100.0% Q3 2026 Oct 05, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 — 0.01% — -3,370 -100.0% Q3 2026 Oct 13, 2026
Regent Peak Wealth Advisors LLC History Closed out 0 0 — 0.05% — -3,188 -100.0% Q3 2026 Oct 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 07, 2026
CoreCap Advisors, LLC History Reduced 5 0 — 0.0% — -19 -79.17% Q3 2026 Oct 08, 2026
Marquette Asset Management, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Oct 09, 2026
Meriwether Wealth & Planning, LLC History New 6 0 — — — +6 New Q3 2026 Oct 13, 2026
Cape Investment Advisory, Inc. History Reduced 13 0 — 0.0% — -4 -23.53% Q3 2026 Oct 13, 2026
Planning Strategies Inc. History Reduced 15 0 — 0.0% — -2 -11.76% Q3 2026 Oct 02, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 07, 2026
CENTRAL TRUST Co History No change 10 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Manchester Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Security National Bank History No change 3 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Cassaday & Co Wealth Management LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 5 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Buck Wealth Strategies, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Frazier Financial Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Accordant Advisory Group Inc History No change 11 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Barnes Dennig Private Wealth Management LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Signature Equity Partners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 30, 2026