CAPITAL CITY BANK GROUP INC - CCBG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,688,562 | 83,448 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 876,194 | 42,347 | 0.01% | 0.01% | 2 | -2,645 | -0.3% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 609,425 | 30,117 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 530,513 | 26,217 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 500,000 | 24,710 | 1.1% | 1.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 471,329 | 23,293 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 469,328 | 23,194 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 457,081 | 22,588 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 366,589 | 18,120 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 224,886 | 11,114 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 198,294 | 9,799 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 148,444 | 7,335 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 148,688 | 7,186 | 2.93% | 2.93% | 13 | +2,743 | 1.88% | Q3 2026 | Oct 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 132,671 | 6,556 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 130,718 | 6,460 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 117,284 | 5,796 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 99,353 | 4,910 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 92,232 | 4,558 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 82,524 | 4,078 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 82,085 | 4,056 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 78,198 | 3,864 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 74,760 | 3,694 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,583 | 3,537 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Teton Advisors, LLC | History | No change | 67,500 | 3,335 | 1.93% | 1.93% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 58,890 | 2,910 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 52,000 | 2,569 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 50,933 | 2,517 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 44,913 | 2,219 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 41,127 | 2,032 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomasville National Bank | History | No change | 37,973 | 1,876 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 36,516 | 1,804 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 36,071 | 1,782 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,284 | 1,694 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,634 | 1,372 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 27,500 | 1,359 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 25,318 | 1,251 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 23,705 | 1,145 | 0.24% | 0.15% | 37 | +9,268 | 64.2% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 22,584 | 1,116 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,054 | 1,045 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,100 | 993 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,807 | 978 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 19,678 | 951 | 0.0% | 0.0% | 42 | +1,471 | 8.08% | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 18,975 | 937 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 18,431 | 890 | 0.5% | 0.48% | 44 | +478 | 2.66% | Q3 2026 | Oct 19, 2026 |
| Invesco Ltd. | History | No change | 17,752 | 877 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,763 | 877 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 16,213 | 801 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 16,085 | 794 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 15,083 | 745 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 14,888 | 719 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 14,456 | 714 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 14,404 | 711 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,116 | 697 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Numerai GP LLC | History | No change | 13,947 | 689 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,810 | 682 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,614 | 672 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,303 | 657 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,211 | 652 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,183 | 637 | 0.03% | 0.03% | 59 | -548 | -3.99% | Q3 2026 | Oct 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,048 | 630 | 0.0% | 0.0% | 60 | +1,472 | 12.72% | Q3 2026 | Oct 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 12,547 | 620 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,900 | 588 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 11,794 | 582 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 11,500 | 568 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 11,417 | 564 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,113 | 550 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Hills Financial, LLC | History | New | 11,335 | 547 | 0.33% | — | 67 | +11,335 | New | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Reduced | 11,247 | 543 | 0.0% | 0.0% | 68 | -2,858 | -20.26% | Q3 2026 | Nov 04, 2026 |
| Boston Partners | History | No change | 10,836 | 535 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,800 | 533 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 9,943 | 491 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 9,778 | 483 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,273 | 448 | 0.01% | 0.04% | 73 | -26,751 | -74.26% | Q3 2026 | Oct 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,578 | 423 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,173 | 403 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,149 | 402 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| XTX Topco Ltd | History | No change | 8,142 | 402 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,683 | 371 | 0.08% | 0.09% | 78 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rafferty Asset Management, LLC | History | No change | 7,507 | 370 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,494 | 370 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 7,465 | 368 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 7,401 | 365 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,566 | 324 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,475 | 319 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 6,466 | 319 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,971 | 295 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 5,913 | 292 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,530 | 273 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,444 | 269 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,462 | 269 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 5,222 | 258 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 5,200 | 256 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 5,123 | 247 | 0.02% | 0.02% | 93 | +154 | 3.1% | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 4,841 | 239 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 4,819 | 238 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,785 | 236 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 4,770 | 235 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,711 | 232 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLSTATE CORP | History | No change | 4,617 | 228 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,443 | 219 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 4,221 | 208 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,199 | 207 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,200 | 207 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,841 | 189 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,097 | 153 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 2,915 | 144 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,829 | 90 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,315 | 64 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,186 | 58 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 48 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 760 | 36 | 0.0% | 0.0% | 111 | +225 | 42.06% | Q3 2026 | Oct 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 702 | 35 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 689 | 33 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 660 | 32 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 483 | 23 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 480 | 23 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 466 | 22 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 385 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 321 | 15 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 273 | 13 | 0.0% | 0.0% | 121 | -10 | -3.53% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 278 | 13 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 142 | 6 | 0.0% | — | 124 | +142 | New | Q3 2026 | Oct 16, 2026 |
| Allworth Financial LP | History | No change | 122 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 104 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elyxium Wealth, LLC | History | New | 96 | 4 | 0.0% | — | 127 | +96 | New | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 68 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Horizon Investments, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 71 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 46 | 2 | 0.0% | — | 131 | +40 | 666.67% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57 | 2 | 0.0% | 0.0% | 132 | +10 | 21.28% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 37 | 1 | 0.0% | — | 140 | +37 | New | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 33 | 1 | 0.0% | 0.0% | 137 | +1 | 3.13% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 26 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,153 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,841 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q3 2026 | Oct 21, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |