CNB FINANCIAL CORP/PA - CCNE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,424,759 | 81,738 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,314,194 | 78,011 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,611,381 | 53,627 | 0.01% | 0.01% | 3 | +48,608 | 3.11% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,258,510 | 42,424 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Asset Management, L.P. | History | No change | 950,000 | 32,024 | 0.81% | 0.81% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 942,210 | 31,768 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 909,863 | 30,671 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 819,910 | 27,639 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 434,673 | 14,652 | 2.8% | 2.8% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 422,100 | 14,228 | 2.59% | 2.59% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 421,190 | 14,198 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 337,695 | 11,383 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 281,628 | 9,493 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 280,129 | 9,443 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 272,853 | 9,197 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 259,753 | 8,795 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 256,530 | 8,647 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 249,432 | 8,408 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 248,411 | 8,373 | 0.15% | 0.15% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 227,448 | 7,667 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BANC FUNDS CO LLC | History | No change | 222,375 | 7,496 | 1.24% | 1.24% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 208,008 | 7,012 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 198,676 | 6,697 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 193,380 | 6,518 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | No change | 189,241 | 6,379 | 4.58% | 4.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 181,638 | 6,123 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 178,940 | 6,031 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 166,253 | 5,604 | 3.54% | 3.54% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 160,083 | 5,396 | 0.69% | 0.69% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 153,161 | 5,097 | 0.0% | 0.0% | 30 | -3,647 | -2.33% | Q3 2026 | Nov 05, 2026 |
| Empowered Funds, LLC | History | No change | 145,906 | 4,918 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 139,945 | 4,717 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 131,750 | 4,441 | 1.73% | 1.73% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJF Capital LP | History | No change | 109,058 | 3,676 | 2.46% | 2.46% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 108,525 | 3,658 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 107,938 | 3,638 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 100,000 | 3,373 | 0.82% | 0.82% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 93,524 | 3,152 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 89,955 | 3,032 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 88,776 | 2,570 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 70,061 | 2,361 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 67,501 | 2,275 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 66,458 | 2,240 | 1.55% | 1.55% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 65,000 | 2,191 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 60,351 | 2,008 | 0.0% | 0.0% | 45 | +8,789 | 17.05% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 56,500 | 1,904 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 54,698 | 1,843 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 51,551 | 1,715 | 0.0% | — | 48 | +51,551 | New | Q3 2026 | Nov 02, 2026 |
| Pinnacle Holdings, LLC | History | No change | 50,124 | 1,689 | 0.52% | 0.52% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 44,381 | 1,496 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 40,919 | 1,379 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 38,252 | 1,289 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 38,738 | 1,289 | 0.09% | 0.08% | 53 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Invesco Ltd. | History | No change | 36,916 | 1,244 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 36,547 | 1,231 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,836 | 1,174 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 34,722 | 1,155 | 0.0% | — | 57 | +34,722 | New | Q3 2026 | Nov 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 34,233 | 1,153 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 33,719 | 1,136 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 33,307 | 1,122 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,117 | 1,048 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 30,961 | 1,043 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,263 | 1,040 | 0.0% | 0.0% | 63 | -10,118 | -24.45% | Q3 2026 | Nov 05, 2026 |
| Unison Advisors LLC | History | Added to | 30,210 | 1,005 | 0.07% | 0.07% | 64 | +169 | 0.56% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,383 | 954 | 0.0% | 0.0% | 65 | +1,224 | 4.51% | Q3 2026 | Oct 13, 2026 |
| WNY Asset Management, LLC | History | No change | 24,780 | 835 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 24,624 | 831 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 22,281 | 751 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 22,234 | 749 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 21,689 | 731 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 20,630 | 695 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,961 | 672 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 18,437 | 621 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 18,674 | 621 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,000 | 606 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CITIGROUP INC | History | Reduced | 18,068 | 601 | 0.0% | 0.0% | 76 | -11,141 | -38.14% | Q3 2026 | Nov 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 17,529 | 590 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,993 | 572 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FMR LLC | History | No change | 16,960 | 571 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,802 | 566 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 16,725 | 563 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALPS ADVISORS INC | History | New | 16,760 | 557 | 0.0% | — | 82 | +16,760 | New | Q3 2026 | Nov 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,491 | 548 | 0.0% | 0.0% | 83 | +648 | 4.09% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 15,411 | 519 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,629 | 459 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 13,468 | 448 | 0.03% | 0.03% | 86 | -2,010 | -12.99% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,476 | 448 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | Reduced | 13,289 | 442 | 0.0% | 0.0% | 88 | -219 | -1.62% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,953 | 431 | 0.0% | 0.0% | 89 | +1 | 0.01% | Q3 2026 | Nov 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,795 | 431 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 12,736 | 429 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 12,170 | 410 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 11,476 | 386 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 11,175 | 376 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,754 | 362 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,607 | 357 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 10,683 | 355 | 0.01% | 0.01% | 97 | -128 | -1.18% | Q3 2026 | Oct 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 10,459 | 348 | 0.05% | — | 98 | +10,459 | New | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 9,999 | 337 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 9,906 | 333 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chancellor Financial Group WB LP | History | No change | 9,904 | 333 | 0.21% | 0.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,688 | 326 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,762 | 324 | 0.01% | 0.01% | 103 | -20 | -0.2% | Q3 2026 | Oct 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,435 | 318 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 9,142 | 304 | 0.01% | 0.01% | 105 | -883 | -8.81% | Q3 2026 | Oct 13, 2026 |
| LPL Financial LLC | History | No change | 8,963 | 302 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,728 | 294 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,585 | 289 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 8,500 | 286 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 8,034 | 270 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 7,924 | 263 | 0.0% | 0.0% | 111 | +156 | 2.01% | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 7,686 | 259 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Park Capital Management, LLC / WI | History | No change | 7,360 | 244 | 0.12% | 0.15% | 113 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,959 | 234 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 6,850 | 227 | 0.07% | 0.07% | 115 | +5 | 0.07% | Q3 2026 | Oct 14, 2026 |
| FourThought Financial Partners, LLC | History | No change | 6,647 | 224 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 6,419 | 216 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 6,393 | 215 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,400 | 215 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,298 | 212 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,243 | 210 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,517 | 186 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 5,156 | 173 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,228 | 142 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,457 | 114 | 0.0% | 0.0% | 125 | +297 | 9.4% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,165 | 105 | 0.0% | 0.0% | 126 | -96 | -2.94% | Q3 2026 | Nov 03, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 2,779 | 93 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,660 | 89 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,305 | 77 | 0.0% | 0.0% | 129 | -1,520 | -39.74% | Q3 2026 | Oct 16, 2026 |
| USA FINANCIAL FORMULAS | History | New | 2,218 | 73 | 0.01% | — | 131 | +2,218 | New | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,221 | 73 | 0.0% | 0.0% | 130 | +215 | 10.72% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 1,954 | 65 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,884 | 63 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,668 | 56 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,470 | 49 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,324 | 44 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,300 | 43 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,213 | 40 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,202 | 40 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,051 | 34 | 0.0% | 0.0% | 140 | -136 | -11.46% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 957 | 31 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 907 | 30 | 0.01% | 0.02% | 142 | -231 | -20.3% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 544 | 18 | 0.0% | 0.0% | 144 | -53 | -8.88% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 566 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Fortitude Family Office, LLC | History | New | 428 | 14 | 0.0% | — | 145 | +428 | New | Q3 2026 | Oct 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 370 | 12 | 0.0% | 0.0% | 146 | -17 | -4.39% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 342 | 11 | 0.01% | 0.01% | 147 | -18 | -5.0% | Q3 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | Reduced | 321 | 10 | 0.0% | 0.0% | 149 | -1 | -0.31% | Q3 2026 | Oct 08, 2026 |
| Optiver Holding B.V. | History | No change | 298 | 10 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 270 | 9 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 256 | 8 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 173 | 6 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 135 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 100 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 81 | 2 | 0.0% | — | 156 | +56 | 224.0% | Q3 2026 | Oct 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 78 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 61 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 44 | 1 | 0.0% | — | 166 | +44 | New | Q3 2026 | Oct 21, 2026 |
| Clark Wealth Partners | History | New | 35 | 1 | 0.0% | — | 167 | +35 | New | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 41 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | No change | 58 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 45 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -800 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Larson Financial Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |