Consensus Cloud Solutions, Inc. - CCSI

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Jupiter Topco LLC History No change 2,489,846 94,987 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 14, 2026
Heron Bay Capital Management History No change 1,836,854 70,075 6.35% 6.35% 2 0 0.0% Q2 2026 Aug 11, 2026
Gates Capital Management, Inc. History No change 1,644,274 62,729 1.51% 1.51% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,380,763 52,676 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
LSV ASSET MANAGEMENT History No change 833,600 31,802 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 782,780 29,863 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 661,154 25,223 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 629,106 24,000 1.05% 1.05% 8 0 0.0% Q2 2026 Aug 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 477,161 18,208 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 456,328 17,408 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 22, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 372,586 14,214 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 350,907 13,387 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 319,109 12,174 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 306,553 11,694 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 262,505 10,014 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 262,823 10,000 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 260,904 9,953 0.41% 0.41% 17 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 254,095 9,693 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
DENALI ADVISORS LLC History No change 230,924 8,809 0.89% 0.89% 19 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 227,187 8,667 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 06, 2026
Hillsdale Investment Management Inc. History No change 213,602 8,148 0.19% 0.19% 21 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 211,246 8,059 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 208,992 7,996 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 12, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 205,889 7,854 0.38% 0.38% 24 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 201,563 7,689 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 171,379 6,538 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Ballast Asset Management, LP History No change 164,457 6,274 2.5% 2.5% 27 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 162,998 6,218 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Chicago Capital, LLC History No change 135,297 5,161 0.12% 0.12% 29 0 0.0% Q2 2026 Jul 27, 2026
VANGUARD FIDUCIARY TRUST CO History No change 127,274 4,855 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 123,513 4,712 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 96,631 3,686 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 95,865 3,657 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 89,836 3,427 0.0% 0.0% 34 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 85,263 3,252 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 81,638 3,114 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
Bridge City Capital, LLC History No change 75,479 2,879 0.66% 0.66% 37 0 0.0% Q2 2026 Aug 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 72,180 2,753 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 68,147 2,599 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 66,588 2,540 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 61,078 2,330 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 60,522 2,308 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 59,723 2,278 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 56,001 2,136 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 55,964 2,135 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 55,810 2,129 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 49,527 1,889 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 48,588 1,853 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
Kennondale Capital Management LLC History No change 48,390 1,846 1.23% 1.23% 49 0 0.0% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History No change 48,003 1,831 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 46,579 1,777 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 44,994 1,716 0.0% 0.0% 52 0 0.0% Q2 2026 Sep 02, 2026
Nuveen, LLC History No change 44,299 1,690 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 43,607 1,663 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 41,034 1,565 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 04, 2026
Integrated Quantitative Investments LLC History No change 40,125 1,530 0.25% 0.25% 56 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 39,207 1,495 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 36,710 1,400 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 10, 2026
Invesco Ltd. History No change 33,907 1,293 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History No change 33,345 1,272 0.68% 0.68% 60 0 0.0% Q2 2026 Jul 21, 2026
Legato Capital Management LLC History No change 33,111 1,263 0.1% 0.1% 61 0 0.0% Q2 2026 Aug 06, 2026
Campbell & CO Investment Adviser LLC History No change 33,073 1,261 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 03, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 30,539 1,168 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History No change 30,133 1,149 0.06% 0.06% 64 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 26,494 1,010 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 23,459 894 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 22,802 869 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 22,564 860 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 22,000 839 0.05% 0.05% 69 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 21,418 817 0.01% 0.01% 70 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 21,099 805 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 05, 2026
DEUTSCHE BANK AG\ History No change 20,588 785 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
Integrated Investment Consultants, LLC History No change 19,863 757 0.15% 0.15% 73 0 0.0% Q2 2026 Aug 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 19,726 753 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 18,725 714 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 18,619 710 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Jackson Creek Investment Advisors LLC History No change 18,387 669 0.22% 0.22% 77 0 0.0% Q2 2026 Aug 10, 2026
ALPS ADVISORS INC History No change 16,681 636 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN CENTURY COMPANIES INC History No change 16,620 634 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 16,589 632 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 15,999 610 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,962 608 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 10, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 15,837 604 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Watershed Asset Management, L.L.C. History No change 15,592 594 0.53% 0.53% 84 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 14,959 570 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History No change 14,678 559 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 13,731 523 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 04, 2026
Caption Management, LLC History No change 13,546 516 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 13,448 504 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 21,018 498 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 10,887 415 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,812 412 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 19, 2026
FMR LLC History No change 9,961 380 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 9,702 370 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Kendall Capital Management History No change 9,630 367 0.06% 0.06% 95 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 9,361 357 0.01% 0.01% 96 0 0.0% Q2 2026 Jul 28, 2026
NISA INVESTMENT ADVISORS, LLC History No change 9,288 354 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 9,242 352 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 8,617 328 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 8,428 321 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 8,408 320 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,320 317 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
BAILARD, INC. History No change 8,200 312 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,007 305 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 7,752 295 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 11, 2026
S&T BANK/PA History No change 6,733 256 0.08% 0.08% 106 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 6,685 255 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 6,596 251 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 6,537 249 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History No change 5,932 226 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,160 196 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History No change 5,042 192 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 05, 2026
J. Goldman & Co LP History No change 4,000 152 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 3,617 137 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Harvest Fund Management Co., Ltd History No change 2,521 96 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 19, 2026
BARCLAYS PLC History No change 2,482 94 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,465 94 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 2,273 86 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,146 82 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 2,142 81 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History No change 2,075 79 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 17, 2026
ROYAL BANK OF CANADA History No change 1,843 70 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 1,774 67 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,701 64 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 1,622 61 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 1,563 59 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 1,362 51 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History No change 972 37 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 07, 2026
Parallel Advisors, LLC History No change 657 25 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 627 23 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 599 22 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 17, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 470 18 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 443 16 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 391 14 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History No change 366 13 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 347 13 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 23, 2026
Covestor Ltd History No change 331 13 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 316 12 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 275 10 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 249 9 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 24, 2026
Versant Capital Management, Inc History Added to 233 8 0.0% 0.0% 141 +27 13.11% Q3 2026 Oct 01, 2026
Millstone Evans Group, LLC History No change 211 8 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 199 7 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 200 7 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 06, 2026
Owl Creek Wealth Partners LLC History No change 160 6 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 143 5 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 108 4 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History No change 89 3 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 20, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 96 3 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 100 3 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 102 3 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History No change 86 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
Essential Partners LLC History No change 87 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 34 1 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 42 1 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 46 1 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 35 1 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 29 1 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 50 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Steward Partners Investment Advisory, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Elevated Capital Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
SBI Securities Co., Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026