CITIZENS FINANCIAL GROUP INC/RI - CFG

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 48,737,629 3,415,045 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 26,906,653 1,885,349 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 23,269,185 1,630,478 0.19% 0.19% 3 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 22,154,682 1,552,378 0.12% 0.12% 4 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 21,241,311 1,488,378 0.04% 0.04% 5 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 20,567,346 1,441,153 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 12,264,969 859,406 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 11,815,760 824,773 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,626,834 534,412 0.19% 0.19% 9 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 7,260,023 509,000 0.42% 0.42% 10 0 0.0% Q2 2026 Aug 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 6,553,067 459,174 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 5,926,803 415,291 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 5,748,864 402,823 0.73% 0.73% 13 0 0.0% Q2 2026 Aug 06, 2026
Ninety One UK Ltd History Reduced 6,123,720 390,448 0.86% 1.23% 14 -1,727,737 -22.01% Q3 2026 Oct 15, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 4,597,926 322,176 0.18% 0.18% 15 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 4,516,395 316,463 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 4,761,298 303,580 0.06% 0.06% 17 -17,511 -0.37% Q3 2026 Nov 04, 2026
UBS Group AG History No change 4,207,127 294,793 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 4,204,080 294,579 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 3,685,819 258,265 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 3,595,692 251,950 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,293,426 230,770 0.04% 0.04% 22 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,188,042 223,386 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Added to 3,403,216 216,989 0.18% 0.16% 24 +753,163 28.42% Q3 2026 Oct 27, 2026
CITADEL ADVISORS LLC History No change 2,967,601 207,939 0.02% 0.02% 25 0 0.0% Q2 2026 Sep 02, 2026
Legal & General Group Plc History No change 2,957,527 207,233 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 2,795,942 195,911 0.09% 0.09% 27 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 2,693,797 188,754 0.18% 0.18% 28 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,657,374 186,182 0.22% 0.22% 29 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 2,569,665 180,056 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 2,484,768 174,107 0.05% 0.05% 31 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,357,938 165,220 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 2,574,516 164,151 0.03% 0.03% 33 +63,480 2.53% Q3 2026 Nov 05, 2026
JPMORGAN CHASE & CO History No change 2,302,027 162,131 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 2,253,229 157,883 0.1% 0.1% 35 0 0.0% Q2 2026 Oct 27, 2026
Capital International Investors History No change 2,131,670 149,372 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 12, 2026
Artemis Investment Management LLP History Added to 2,236,293 142,586 1.24% 1.21% 37 +291,906 15.01% Q3 2026 Oct 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,989,874 139,430 0.11% 0.11% 38 0 0.0% Q2 2026 Sep 09, 2026
Artisan Partners Limited Partnership History No change 1,989,191 139,382 0.22% 0.22% 39 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 1,974,566 138,357 0.53% 0.53% 40 0 0.0% Q2 2026 Sep 08, 2026
ASSETMARK, INC History Added to 1,870,884 119,287 0.2% 0.22% 41 +62,504 3.46% Q3 2026 Oct 21, 2026
HSBC HOLDINGS PLC History No change 1,698,078 118,980 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,644,526 115,231 0.14% 0.14% 43 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,541,159 107,989 0.31% 0.31% 44 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History Added to 1,689,661 107,732 0.1% 0.06% 45 +1,009,036 148.25% Q3 2026 Oct 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 1,462,586 102,483 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,394,174 97,689 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,389,728 97,378 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 1,364,946 95,641 0.61% 0.61% 49 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,364,604 95,617 0.35% 0.35% 50 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 1,327,228 92,998 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,445,471 92,163 1.67% 1.34% 52 +370,608 34.48% Q3 2026 Oct 27, 2026
Junto Capital Management LP History No change 1,307,340 91,605 1.61% 1.61% 53 0 0.0% Q2 2026 Aug 14, 2026
Prana Capital Management, LP History No change 1,186,851 83,162 2.52% 2.52% 54 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 1,150,793 80,664 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 1,144,949 80,226 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 12, 2026
PFA Pension, Forsikringsaktieselskab History No change 1,125,142 78,838 0.2% 0.2% 57 0 0.0% Q2 2026 Aug 12, 2026
Impax Asset Management Group plc History No change 1,105,960 77,494 0.5% 0.5% 58 0 0.0% Q2 2026 Aug 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 1,077,093 75,471 0.82% 0.82% 59 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,048,619 73,476 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 1,142,270 72,831 0.77% 0.92% 61 -93,588 -7.57% Q3 2026 Nov 04, 2026
GW&K Investment Management, LLC History No change 1,033,943 72,448 0.57% 0.57% 62 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,105,362 70,477 0.04% 0.05% 63 -28,272 -2.49% Q3 2026 Oct 29, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,084,075 69,120 0.04% 0.04% 64 +43,438 4.17% Q3 2026 Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 970,164 67,979 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 1,048,162 66,767 0.1% 0.08% 66 +280,802 36.59% Q3 2026 Nov 04, 2026
Korea Investment CORP History No change 944,042 66,149 0.13% 0.13% 67 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 938,595 65,767 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 931,741 65,287 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 922,170 64,616 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS ADVISORS, LLC History No change 912,798 63,959 0.07% 0.07% 71 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 912,662 63,950 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
National Pension Service History No change 907,595 63,595 0.04% 0.04% 73 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 903,736 63,324 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 11, 2026
LORD, ABBETT & CO. LLC History No change 901,359 63,158 0.18% 0.18% 75 0 0.0% Q2 2026 Aug 14, 2026
BRUNI J V & CO /CO History Reduced 943,641 60,166 5.69% 6.13% 76 -14,091 -1.47% Q3 2026 Nov 05, 2026
Bridgewater Associates, LP History No change 847,858 59,409 0.24% 0.24% 77 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 830,983 58,226 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 827,885 58,009 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 817,449 57,278 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 798,677 56,226 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 794,977 55,704 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 790,384 55,382 0.08% 0.08% 83 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 856,073 54,583 0.02% 0.02% 84 -130,567 -13.23% Q3 2026 Nov 04, 2026
ZACKS INVESTMENT MANAGEMENT History No change 751,065 52,627 0.37% 0.37% 85 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 739,197 51,795 0.05% 0.05% 86 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 726,754 50,924 0.35% 0.35% 87 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 632,681 49,659 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History Reduced 735,866 46,919 0.1% 0.13% 89 -111,224 -13.13% Q3 2026 Oct 22, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 651,960 45,682 0.01% 0.01% 90 0 0.0% Q2 2026 Sep 23, 2026
Ensign Peak Advisors, Inc History No change 636,263 44,582 0.07% 0.07% 91 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 621,039 43,739 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 618,019 43,306 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 577,113 40,438 0.11% 0.11% 94 0 0.0% Q2 2026 Aug 14, 2026
Mediolanum International Funds Ltd History No change 564,057 39,726 0.34% 0.34% 95 0 0.0% Q2 2026 Jul 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 564,605 39,561 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 24, 2026
PRUDENTIAL FINANCIAL INC History No change 547,932 38,393 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 12, 2026
HoldCo Asset Management, LP History No change 522,526 36,613 2.35% 2.35% 98 0 0.0% Q2 2026 Aug 13, 2026
Tredje AP-fonden History No change 513,747 35,998 0.16% 0.16% 99 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 504,589 35,356 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 503,280 35,264 0.07% 0.07% 101 0 0.0% Q2 2026 Aug 11, 2026
PINEBRIDGE INVESTMENTS LLC History No change 475,657 33,329 0.27% 0.27% 102 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 467,877 32,784 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 513,271 32,726 0.02% 0.02% 104 -49,763 -8.84% Q3 2026 Nov 02, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 466,962 32,720 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 466,594 32,694 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 466,000 32,652 0.07% 0.07% 107 0 0.0% Q2 2026 Aug 12, 2026
Alyeska Investment Group, L.P. History No change 465,482 32,616 0.08% 0.08% 108 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 515,081 30,889 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 477,705 30,458 0.02% 0.02% 110 +43,401 9.99% Q3 2026 Nov 02, 2026
Erste Asset Management GmbH History No change 414,859 29,218 0.23% 0.23% 111 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 415,311 29,100 0.13% 0.13% 112 0 0.0% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 408,978 28,657 0.08% 0.08% 113 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 407,520 28,555 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 445,328 28,394 1.61% 1.82% 115 -3,779 -0.84% Q3 2026 Oct 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 400,765 28,081 0.05% 0.05% 116 0 0.0% Q2 2026 Aug 10, 2026
MACKENZIE FINANCIAL CORP History Added to 426,474 27,191 0.03% 0.03% 117 +5,770 1.37% Q3 2026 Nov 02, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 380,337 26,650 1.06% 1.06% 118 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 379,213 26,571 0.34% 0.34% 119 0 0.0% Q2 2026 Aug 14, 2026
Vinva Investment Management Ltd History No change 376,643 26,526 0.18% 0.18% 120 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 377,806 26,472 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 377,577 26,457 0.04% 0.04% 122 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 376,960 26,413 0.07% 0.07% 123 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 372,188 26,079 0.04% 0.04% 124 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 372,036 26,068 0.12% 0.12% 125 0 0.0% Q2 2026 Aug 03, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 369,220 25,871 0.24% 0.24% 126 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 364,904 25,568 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 06, 2026
Ceredex Value Advisors LLC History No change 357,200 25,029 0.7% 0.7% 128 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 389,734 24,849 0.05% 0.05% 129 -2,322 -0.59% Q3 2026 Oct 22, 2026
SEI INVESTMENTS CO History No change 350,195 24,532 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 14, 2026
Stieven Capital Advisors, L.P. History No change 349,780 24,509 4.68% 4.68% 131 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 347,609 24,356 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 345,124 24,182 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 342,100 23,879 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 06, 2026
CANADA LIFE ASSURANCE Co History No change 336,227 23,532 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History Added to 366,700 23,380 0.0% 0.0% 136 +75,900 26.1% Q3 2026 Nov 05, 2026
Aberdeen Group plc History No change 324,426 22,732 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 31, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 312,407 21,890 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 14, 2026
DANSKE BANK A/S History No change 309,483 21,685 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 10, 2026
STRS OHIO History Reduced 333,838 21,285 0.08% 0.09% 140 -1,113 -0.33% Q3 2026 Oct 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 326,830 20,838 0.24% 0.27% 141 +11,851 3.76% Q3 2026 Oct 23, 2026
OLD NATIONAL BANCORP /IN/ History Added to 319,205 20,352 0.4% 0.4% 142 +33,780 11.83% Q3 2026 Oct 20, 2026
Achmea Investment Management B.V. History New 316,591 20,201 0.16% — 143 +316,591 New Q3 2026 Oct 30, 2026
SOROS FUND MANAGEMENT LLC History No change 287,540 20,147 0.25% 0.25% 144 0 0.0% Q2 2026 Aug 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 315,405 20,110 0.42% 0.47% 145 -5,949 -1.85% Q3 2026 Nov 03, 2026
Capital International, Inc./CA/ History No change 282,605 19,802 0.14% 0.14% 146 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 281,720 19,740 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 281,950 19,692 0.09% 0.09% 148 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 280,906 19,683 0.09% 0.09% 149 0 0.0% Q2 2026 Aug 13, 2026
Sound Income Strategies, LLC History Added to 301,284 19,309 0.86% 0.94% 150 +3,180 1.07% Q3 2026 Oct 09, 2026
STIFEL FINANCIAL CORP History No change 271,534 19,026 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 12, 2026
Andra AP-fonden History No change 269,900 18,911 0.22% 0.22% 152 0 0.0% Q2 2026 Sep 22, 2026
Eurizon Capital SGR S.p.A. History No change 262,318 18,382 0.05% 0.05% 153 0 0.0% Q2 2026 Jul 29, 2026
Candriam S.C.A. History Added to 282,513 18,078 0.08% 0.02% 154 +209,060 284.62% Q3 2026 Nov 03, 2026
APG Asset Management N.V. History No change 292,482 17,925 0.04% 0.04% 155 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 251,401 17,615 0.01% 0.01% 156 0 0.0% Q2 2026 Sep 02, 2026
NOMURA HOLDINGS INC History No change 248,940 17,443 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 14, 2026
Ategra Capital Management, LLC History No change 248,665 17,423 7.84% 7.84% 158 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 247,929 17,372 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 247,804 17,363 0.02% 0.02% 160 0 0.0% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 243,245 17,044 0.08% 0.08% 161 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 240,566 16,856 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 27, 2026
Taikang Asset Management (Hong Kong) Co Ltd History No change 238,958 16,743 1.52% 1.52% 163 0 0.0% Q2 2026 Aug 12, 2026
Hosking Partners LLP History Reduced 258,224 16,464 0.59% 0.7% 164 -41,628 -13.88% Q3 2026 Oct 21, 2026
Baird Financial Group, Inc. History No change 226,227 15,851 0.02% 0.02% 165 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 226,129 15,844 0.05% 0.05% 166 0 0.0% Q2 2026 Aug 17, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History No change 222,871 15,616 0.28% 0.28% 167 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Investments Australia, Ltd. History No change 220,458 15,447 0.04% 0.04% 168 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Reduced 234,715 14,965 0.01% 0.02% 169 -675 -0.29% Q3 2026 Nov 03, 2026
Klingman & Associates, LLC History Reduced 228,285 14,555 0.61% 1.22% 170 -181,627 -44.31% Q3 2026 Oct 20, 2026
Chevy Chase Trust Holdings, LLC History No change 204,182 14,307 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History Added to 195,568 14,198 0.31% 0.05% 172 +156,659 402.63% Q3 2026 Oct 29, 2026
Polar Asset Management Partners Inc. History No change 202,099 14,161 0.23% 0.23% 173 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 235,016 13,945 0.02% 0.02% 174 +36,197 18.21% Q3 2026 Oct 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 197,635 13,848 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 196,039 13,736 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 13, 2026
JUPITER ASSET MANAGEMENT LTD History No change 189,891 13,305 0.07% 0.07% 177 0 0.0% Q2 2026 Aug 10, 2026
Wealthfront Advisers LLC History No change 189,873 13,304 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 180,598 12,654 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 19, 2026
Treasurer of the State of North Carolina History No change 179,960 12,610 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History Reduced 196,549 12,531 0.19% 0.21% 181 -16,141 -7.59% Q3 2026 Oct 27, 2026
Rafferty Asset Management, LLC History No change 175,511 12,298 0.03% 0.03% 182 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 174,476 12,225 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 03, 2026
Arax Advisory Partners History No change 170,540 11,949 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 10, 2026
NFJ INVESTMENT GROUP, LLC History No change 169,975 11,910 0.4% 0.4% 185 0 0.0% Q2 2026 Aug 11, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 169,048 11,845 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 167,460 11,733 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 167,330 11,665 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 07, 2026
TD ASSET MANAGEMENT INC History No change 166,050 11,635 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 04, 2026
Illinois Municipal Retirement Fund History Added to 180,449 11,505 0.13% 0.13% 190 +16,621 10.15% Q3 2026 Nov 05, 2026
Asset Management One Co., Ltd. History Added to 180,247 11,492 0.03% 0.03% 191 +2,965 1.67% Q3 2026 Oct 27, 2026
Cetera Investment Advisers History No change 163,364 11,446 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History No change 163,041 11,425 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 161,298 11,302 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 160,994 11,280 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History Reduced 168,767 10,825 0.01% 0.03% 196 -106,239 -38.63% Q3 2026 Oct 27, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 154,427 10,820 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 153,537 10,758 0.07% 0.07% 198 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 152,132 10,659 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 150,201 10,524 0.05% 0.05% 200 0 0.0% Q2 2026 Aug 13, 2026
Cambria Investment Management, L.P. History No change 149,397 10,468 0.52% 0.52% 201 0 0.0% Q2 2026 Aug 14, 2026
Ninety One SA (PTY) Ltd History Reduced 163,472 10,439 0.52% 0.92% 202 -80,180 -32.91% Q3 2026 Oct 15, 2026
TUDOR INVESTMENT CORP ET AL History No change 148,764 10,423 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Reduced 162,332 10,350 0.1% 0.19% 204 -103,641 -38.97% Q3 2026 Oct 16, 2026
Tidal Investments LLC History No change 145,378 10,186 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 143,004 10,020 0.03% 0.03% 206 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 142,833 10,008 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 142,354 9,992 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 154,109 9,825 0.05% 0.05% 209 +10,525 7.33% Q3 2026 Oct 15, 2026
Moran Wealth Management, LLC History New 153,782 9,805 0.27% — 210 +153,782 New Q3 2026 Oct 22, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 138,448 9,701 0.04% 0.04% 211 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 150,684 9,607 0.04% 0.04% 212 +28,243 23.07% Q3 2026 Nov 03, 2026
SummitTX Capital, L.P. History No change 135,255 9,477 0.24% 0.24% 213 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 135,035 9,461 0.11% 0.11% 214 0 0.0% Q2 2026 Aug 06, 2026
Goelzer Investment Management, Inc. History Reduced 148,366 9,459 0.41% 0.46% 215 -1,082 -0.72% Q3 2026 Oct 15, 2026
MILFORD FUNDS LTD History No change 135,000 9,459 0.15% 0.15% 216 0 0.0% Q2 2026 Jul 30, 2026
Robeco Institutional Asset Management B.V. History Reduced 144,023 9,182 0.01% 0.01% 217 -6,544 -4.35% Q3 2026 Oct 20, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 126,300 8,849 1.61% 1.61% 218 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 137,893 8,792 0.01% 0.01% 219 +852 0.62% Q3 2026 Oct 30, 2026
Resona Asset Management Co.,Ltd. History No change 122,322 8,580 0.04% 0.04% 220 0 0.0% Q2 2026 Jul 29, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 120,787 8,463 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 119,028 8,340 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 04, 2026
Channing Capital Management, LLC History Reduced 127,068 8,101 0.21% 0.26% 223 -37,148 -22.62% Q3 2026 Nov 02, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 126,565 8,069 0.25% 0.28% 224 +3,453 2.8% Q3 2026 Oct 14, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 114,047 7,991 0.16% 0.16% 225 0 0.0% Q2 2026 Aug 14, 2026
Mn Services Vermogensbeheer B.V. History No change 124,477 7,937 0.06% 0.07% 226 0 0.0% Q3 2026 Oct 08, 2026
Trexquant Investment LP History No change 111,866 7,838 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History Added to 121,081 7,720 0.27% 0.28% 228 +3,116 2.64% Q3 2026 Oct 28, 2026
Czech National Bank History Added to 121,014 7,715 0.04% 0.05% 229 +646 0.54% Q3 2026 Oct 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 120,093 7,657 0.01% 0.01% 230 -3,257 -2.64% Q3 2026 Oct 28, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 106,192 7,441 0.09% 0.09% 231 0 0.0% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 116,073 7,400 0.03% 0.04% 232 -2,500 -2.11% Q3 2026 Oct 27, 2026
Arizona State Retirement System History Reduced 115,495 7,363 0.04% 0.04% 233 -6,356 -5.22% Q3 2026 Nov 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 105,038 7,360 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 103,967 7,284 0.16% 0.16% 235 0 0.0% Q2 2026 Jul 17, 2026
Schonfeld Strategic Advisors LLC History No change 103,817 7,274 0.03% 0.03% 236 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History Reduced 113,012 7,205 0.02% 0.02% 237 -234 -0.21% Q3 2026 Nov 05, 2026
State of New Jersey Common Pension Fund D History Added to 112,769 7,190 0.02% 0.03% 238 +3,876 3.56% Q3 2026 Nov 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 112,689 7,185 0.82% 0.95% 239 -5,705 -4.82% Q3 2026 Oct 14, 2026
IFM Investors Pty Ltd History Added to 111,994 7,140 0.04% 0.05% 240 +2,800 2.56% Q3 2026 Oct 13, 2026
HighTower Advisors, LLC History No change 100,481 7,040 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 05, 2026
Walleye Trading LLC History No change 100,324 7,029 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 03, 2026
LBP AM SA History No change 100,114 7,014 0.07% 0.07% 243 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History Added to 108,471 6,916 0.01% 0.01% 244 +11,559 11.93% Q3 2026 Nov 05, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 98,519 6,903 0.45% 0.45% 245 0 0.0% Q2 2026 Aug 14, 2026
Mizuho Markets Cayman LP History No change 95,903 6,719 0.25% 0.25% 246 0 0.0% Q2 2026 Jul 24, 2026
Zurich Insurance Group Ltd/FI History No change 94,528 6,623 0.05% 0.05% 247 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 101,634 6,480 0.01% 0.01% 248 -1,087 -1.06% Q3 2026 Oct 28, 2026
Woodline Partners LP History No change 92,420 6,475 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 14, 2026
BTC Capital Management, Inc. History No change 92,357 6,471 0.39% 0.39% 250 0 0.0% Q2 2026 Jul 16, 2026
SIT INVESTMENT ASSOCIATES INC History No change 91,805 6,433 0.12% 0.12% 251 0 0.0% Q2 2026 Aug 12, 2026
SEB Asset Management AB History Reduced 95,296 6,076 0.02% 0.03% 252 -11,509 -10.78% Q3 2026 Nov 04, 2026
TWO SIGMA INVESTMENTS, LP History No change 86,623 6,069 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 86,200 6,040 0.31% 0.31% 254 0 0.0% Q2 2026 Jul 23, 2026
OSSIAM History No change 85,727 6,006 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 13, 2026
Ninety One North America, Inc. History No change 93,524 5,963 0.28% 0.31% 256 0 0.0% Q3 2026 Oct 15, 2026
Triasima Portfolio Management inc. History Added to 93,464 5,959 0.79% 0.87% 257 +1,035 1.12% Q3 2026 Oct 15, 2026
Vanguard Personalized Indexing Management, LLC History No change 84,759 5,939 0.05% 0.05% 258 0 0.0% Q2 2026 Aug 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 84,727 5,936 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 93,052 5,932 0.03% 0.03% 260 -351 -0.38% Q3 2026 Nov 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 92,786 5,916 0.24% 0.1% 262 +297 0.32% Q3 2026 Oct 21, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 84,442 5,916 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 84,109 5,893 0.04% 0.04% 263 0 0.0% Q2 2026 Aug 14, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 84,054 5,889 0.34% 0.34% 264 0 0.0% Q2 2026 Aug 13, 2026
AIA Group Ltd History Added to 91,929 5,861 0.07% 0.05% 265 +31,619 52.43% Q3 2026 Oct 30, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 91,649 5,843 0.02% 0.03% 266 -50,392 -35.48% Q3 2026 Oct 20, 2026
Harvest Portfolios Group Inc. History No change 83,308 5,837 0.08% 0.08% 267 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 83,164 5,826 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 13, 2026
Asio Capital, LLC History Reduced 91,085 5,807 0.71% 0.84% 269 -3,075 -3.27% Q3 2026 Oct 19, 2026
Y-Intercept (Hong Kong) Ltd History New 89,446 5,703 0.13% — 270 +89,446 New Q3 2026 Oct 16, 2026
HORAN Wealth, LLC History No change 81,185 5,688 0.71% 0.71% 271 0 0.0% Q2 2026 Aug 26, 2026
CI INVESTMENTS INC. History No change 80,934 5,671 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History Reduced 88,323 5,631 0.02% 0.02% 273 -514 -0.58% Q3 2026 Nov 04, 2026
OSAIC HOLDINGS, INC. History No change 78,486 5,500 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 85,607 5,458 0.53% 0.69% 275 -18,904 -18.09% Q3 2026 Nov 04, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 85,534 5,453 0.04% 0.04% 276 +12,601 17.28% Q3 2026 Oct 21, 2026
Crossmark Global Holdings, Inc. History Reduced 84,518 5,388 0.07% 0.08% 277 -1,503 -1.75% Q3 2026 Oct 21, 2026
GUGGENHEIM CAPITAL LLC History No change 75,983 5,324 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 12, 2026
CREDIT AGRICOLE S A History No change 75,924 5,319 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 14, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Reduced 82,285 5,246 0.04% 0.07% 280 -31,616 -27.76% Q3 2026 Oct 19, 2026
MML INVESTORS SERVICES, LLC History No change 74,043 5,188 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 74,027 5,187 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 05, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 73,130 5,124 3.54% 3.54% 283 0 0.0% Q2 2026 Aug 13, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 73,023 5,116 0.24% 0.24% 284 0 0.0% Q2 2026 Aug 13, 2026
Buckland Partners Management Co LLC History No change 72,000 5,045 2.47% 2.47% 285 0 0.0% Q2 2026 Aug 07, 2026
Boston Common Asset Management, LLC History Added to 78,701 5,017 0.29% 0.22% 286 +25,848 48.91% Q3 2026 Oct 13, 2026
NEOS Investment Management LLC History Added to 77,916 4,967 0.02% 0.02% 287 +8,536 12.3% Q3 2026 Nov 04, 2026
Daiwa Securities Group Inc. History Added to 77,578 4,946 0.01% 0.01% 288 +948 1.24% Q3 2026 Oct 29, 2026
DRW Securities, LLC History No change 70,592 4,946 0.12% 0.12% 289 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 70,592 4,946 0.03% 0.03% 290 0 0.0% Q2 2026 Jul 20, 2026
Stanley-Laman Group, Ltd. History Reduced 77,311 4,929 0.54% 0.56% 291 -1,556 -1.97% Q3 2026 Oct 20, 2026
Munich Reinsurance Co Stock Corp in Munich History Added to 76,372 4,869 0.11% 0.09% 292 +19,661 34.67% Q3 2026 Oct 30, 2026
XPONANCE LLC History Added to 76,094 4,851 0.03% 0.03% 293 +3,917 5.43% Q3 2026 Nov 03, 2026
Rakuten Investment Management, Inc. History Added to 75,708 4,836 0.01% 0.01% 294 +6,419 9.26% Q3 2026 Oct 30, 2026
Jefferies Financial Group Inc. History New 73,023 4,655 0.03% — 295 +73,023 New Q3 2026 Nov 05, 2026
MIZUHO MARKETS AMERICAS LLC History No change 66,300 4,645 0.07% 0.07% 296 0 0.0% Q2 2026 Jul 24, 2026
Ethic Inc. History Reduced 71,211 4,540 0.05% 0.07% 297 -4,745 -6.25% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Reduced 71,133 4,535 0.03% 0.04% 298 -1,732 -2.38% Q3 2026 Oct 23, 2026
Capital Investment Counsel, LLC History Added to 70,731 4,509 0.56% 0.6% 299 +1,058 1.52% Q3 2026 Oct 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 70,487 4,494 0.01% 0.01% 300 +1,776 2.58% Q3 2026 Nov 02, 2026
Utah Retirement Systems History No change 64,145 4,494 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 70,233 4,478 0.06% 0.02% 302 +50,865 262.62% Q3 2026 Nov 05, 2026
B. Metzler seel. Sohn & Co. AG History Added to 70,140 4,472 0.04% 0.04% 303 +7,628 12.2% Q3 2026 Oct 30, 2026
SIMPLEX TRADING, LLC History Added to 69,600 4,437 0.0% 0.0% 304 +5,605 8.76% Q3 2026 Nov 04, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 63,284 4,434 0.03% 0.03% 305 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 62,714 4,394 0.03% 0.03% 306 0 0.0% Q2 2026 Jul 23, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 68,206 4,348 1.13% 1.23% 307 -1,516 -2.17% Q3 2026 Oct 08, 2026
GROUP ONE TRADING LLC History No change 61,974 4,342 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 67,057 4,275 0.04% 0.02% 309 +35,632 113.39% Q3 2026 Oct 15, 2026
&PARTNERS History No change 59,277 4,195 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 59,129 4,143 0.01% 0.01% 311 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 58,388 4,091 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 17, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 64,124 4,088 0.37% 0.38% 313 +3,693 6.11% Q3 2026 Oct 29, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 62,873 4,008 0.03% 0.03% 315 -380 -0.6% Q3 2026 Nov 04, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 57,206 4,008 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 56,256 3,941 0.08% 0.08% 316 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Advisor Solutions LLC History Added to 60,760 3,874 0.11% 0.12% 317 +2,141 3.65% Q3 2026 Oct 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 60,406 3,851 0.01% 0.01% 318 +12,765 26.79% Q3 2026 Nov 02, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 60,089 3,831 0.03% 0.03% 319 +1,135 1.93% Q3 2026 Oct 20, 2026
Vest Financial, LLC History Added to 59,907 3,819 0.04% 0.02% 320 +29,741 98.59% Q3 2026 Oct 21, 2026
Verition Fund Management LLC History No change 53,802 3,769 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 14, 2026
Capula Management Ltd History No change 52,528 3,680 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 52,507 3,679 0.02% 0.02% 323 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 52,381 3,670 0.05% 0.05% 324 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 51,513 3,610 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 51,373 3,599 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 12, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 51,350 3,598 0.06% 0.06% 327 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 51,168 3,585 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 50,756 3,556 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 13, 2026
Callodine Capital Management, LP History No change 50,000 3,503 0.23% 0.23% 330 0 0.0% Q2 2026 Aug 14, 2026
COOKSON PEIRCE & CO INC History Reduced 54,484 3,473 0.13% 0.13% 331 -1,825 -3.24% Q3 2026 Oct 30, 2026
Integrated Wealth Concepts LLC History No change 49,340 3,457 0.02% 0.02% 332 0 0.0% Q2 2026 Sep 08, 2026
Canada Post Corp Registered Pension Plan History No change 48,813 3,420 0.12% 0.12% 333 0 0.0% Q2 2026 Jul 15, 2026
OMERS ADMINISTRATION Corp History No change 48,054 3,367 0.02% 0.02% 334 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History Reduced 52,217 3,329 0.1% 0.11% 335 -1,832 -3.39% Q3 2026 Oct 30, 2026
INTRUST BANK NA History No change 47,442 3,324 0.25% 0.25% 336 0 0.0% Q2 2026 Aug 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 51,758 3,300 0.04% 0.04% 337 -250 -0.48% Q3 2026 Oct 29, 2026
ABC ARBITRAGE SA History New 51,284 3,269 0.32% — 338 +51,284 New Q3 2026 Oct 23, 2026
Capital Analysts, LLC History No change 46,156 3,235 0.07% 0.07% 339 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History Added to 50,469 3,218 0.02% 0.02% 340 +6,292 14.24% Q3 2026 Oct 26, 2026
Vise Technologies, Inc. History Added to 49,760 3,172 0.03% 0.03% 341 +6,999 16.37% Q3 2026 Oct 28, 2026
OP Asset Management Ltd History Added to 49,295 3,143 0.03% 0.04% 342 +782 1.61% Q3 2026 Nov 05, 2026
Private Advisor Group, LLC History No change 44,321 3,105 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 27, 2026
iA Global Asset Management Inc. History Added to 48,612 3,100 0.04% 0.04% 344 +441 0.92% Q3 2026 Oct 29, 2026
FIRST MANHATTAN CO. LLC. History No change 44,078 3,088 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 77,819 3,080 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 43,390 3,040 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 46,816 2,984 1.2% 1.25% 348 +1,172 2.57% Q3 2026 Oct 15, 2026
Venture Visionary Partners LLC History Added to 46,076 2,937 0.08% 0.09% 349 +702 1.55% Q3 2026 Oct 07, 2026
iSAM Funds (UK) Ltd History No change 41,800 2,928 2.07% 2.07% 350 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 41,435 2,903 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 10, 2026
Avanza Fonder AB History No change 45,380 2,893 0.06% 0.07% 352 0 0.0% Q3 2026 Oct 13, 2026
Old Port Advisors History Added to 45,055 2,872 0.57% 0.62% 353 +383 0.86% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 40,862 2,863 0.04% 0.04% 354 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 39,976 2,801 0.02% 0.02% 355 0 0.0% Q2 2026 Sep 23, 2026
StoneX Group Inc. History Added to 43,654 2,783 0.1% 0.11% 356 +3,597 8.98% Q3 2026 Nov 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 43,269 2,758 0.03% 0.03% 357 +29 0.07% Q3 2026 Oct 22, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 43,099 2,747 0.03% 0.03% 358 -480 -1.1% Q3 2026 Oct 23, 2026
HB Wealth Management, LLC History Added to 43,017 2,742 0.01% 0.01% 359 +6,331 17.26% Q3 2026 Oct 23, 2026
DAVENPORT & Co LLC History Added to 42,695 2,722 0.01% 0.01% 360 +9,848 29.98% Q3 2026 Oct 14, 2026
BTG Pactual Asset Management US LLC History No change 38,469 2,695 0.17% 0.17% 361 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 37,918 2,656 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 14, 2026
Petiole USA ltd History No change 37,217 2,607 1.87% 1.87% 363 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 40,565 2,586 0.07% 0.07% 364 0 0.0% Q3 2026 Nov 04, 2026
State of Alaska, Department of Revenue History Reduced 39,900 2,544 0.03% 0.03% 365 -1,535 -3.7% Q3 2026 Oct 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 39,585 2,523 0.06% 0.06% 366 +2,435 6.55% Q3 2026 Oct 29, 2026
Strategic Investment Advisors / MI History No change 35,960 2,519 0.15% 0.15% 367 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 35,904 2,515 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History Added to 39,036 2,488 0.07% 0.08% 369 +459 1.19% Q3 2026 Nov 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 35,459 2,484 0.09% 0.09% 370 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 35,016 2,453 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Added to 38,495 2,451 0.01% 0.01% 372 +4,922 14.66% Q3 2026 Oct 16, 2026
Arvest Bank Trust Division History No change 34,916 2,446 0.12% 0.12% 373 0 0.0% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 33,659 2,358 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Added to 36,745 2,342 0.0% 0.0% 375 +1,477 4.19% Q3 2026 Nov 05, 2026
Phoenix Financial Ltd. History No change 33,075 2,338 0.02% 0.02% 376 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 36,644 2,336 0.0% 0.0% 377 -2,505 -6.4% Q3 2026 Nov 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 36,649 2,336 0.01% 0.01% 378 -2,212 -5.69% Q3 2026 Nov 04, 2026
GLENMEDE TRUST CO NA History No change 32,743 2,294 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 10, 2026
Vident Advisory, LLC History No change 32,406 2,270 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 12, 2026
Trust Investment Advisors History Added to 35,581 2,268 0.99% 1.14% 381 +1,594 4.69% Q3 2026 Oct 20, 2026
Pacer Advisors, Inc. History No change 32,370 2,268 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 13, 2026
Lee Financial Co History Reduced 35,379 2,255 0.28% 0.32% 384 -101 -0.28% Q3 2026 Oct 16, 2026
BRIGHTON JONES LLC History Reduced 35,383 2,255 0.04% 0.05% 383 -73 -0.21% Q3 2026 Nov 03, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 34,933 2,227 1.05% 1.23% 385 -3,291 -8.61% Q3 2026 Nov 03, 2026
FIDUCIARY TRUST CO History No change 31,663 2,218 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 31,506 2,207 0.04% 0.04% 387 0 0.0% Q2 2026 Jul 17, 2026
Prosperity Consulting Group, LLC History No change 31,296 2,192 0.08% 0.08% 388 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 30,479 2,135 0.04% 0.04% 389 0 0.0% Q2 2026 Jul 27, 2026
Sterling Investment Counsel, LLC History Added to 33,256 2,120 0.49% 0.54% 390 +372 1.13% Q3 2026 Oct 19, 2026
Gulf International Bank (UK) Ltd History No change 32,760 2,088 0.04% 0.05% 391 0 0.0% Q3 2026 Oct 20, 2026
Saudi Central Bank History No change 29,750 2,084 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 30, 2026
Machina Capital S.A.S. History New 32,506 2,072 0.29% — 393 +32,506 New Q3 2026 Nov 05, 2026
Fulcrum Asset Management LLP History New 32,092 2,050 0.1% — 394 +32,092 New Q3 2026 Nov 04, 2026
Legacy Capital Group California, Inc. History No change 28,514 1,997 0.6% 0.6% 395 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History Reduced 31,018 1,977 0.02% 0.05% 396 -30,067 -49.22% Q3 2026 Oct 26, 2026
Vontobel Holding Ltd. History Added to 30,906 1,970 0.01% 0.01% 397 +3,048 10.94% Q3 2026 Oct 16, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 28,000 1,961 0.06% 0.06% 398 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 27,887 1,954 0.03% 0.03% 399 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 27,822 1,949 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 27,569 1,931 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 31, 2026
Quantitative Investment Management, LLC History No change 27,545 1,930 0.21% 0.21% 402 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 27,546 1,930 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 05, 2026
North Dakota State Investment Board History Added to 29,905 1,906 0.07% 0.04% 404 +17,142 134.31% Q3 2026 Oct 27, 2026
Board of the Pension Protection Fund History No change 27,200 1,905 1.81% 1.81% 405 0 0.0% Q2 2026 Aug 07, 2026
Investment Management Corp of Ontario History No change 27,134 1,901 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Retirement Systems History No change 27,097 1,898 0.05% 0.05% 407 0 0.0% Q2 2026 Aug 14, 2026
J. Safra Sarasin Holding AG History Added to 29,879 1,876 0.03% 0.03% 408 +869 3.0% Q3 2026 Oct 26, 2026
Nilsine Partners, LLC History Reduced 29,364 1,872 0.13% 0.15% 409 -2,233 -7.07% Q3 2026 Nov 02, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History Added to 29,348 1,871 1.13% 0.63% 410 +14,064 92.02% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 29,215 1,862 0.19% 0.19% 411 +2,135 7.88% Q3 2026 Oct 08, 2026
Chicago Partners Investment Group LLC History Added to 28,466 1,854 0.03% 0.04% 412 +605 2.17% Q3 2026 Oct 26, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 26,439 1,852 0.0% 0.0% 413 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 26,252 1,839 0.03% 0.03% 414 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Reduced 28,765 1,834 0.02% 0.03% 415 -4,273 -12.93% Q3 2026 Oct 23, 2026
Plato Investment Management Ltd History Reduced 28,569 1,828 0.1% 0.11% 416 -101 -0.35% Q3 2026 Nov 04, 2026
BOURNE LENT ASSET MANAGEMENT INC History No change 28,600 1,823 0.62% 0.69% 417 0 0.0% Q3 2026 Nov 05, 2026
Norinchukin Bank, The History No change 25,947 1,818 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History No change 25,840 1,810 0.35% 0.35% 419 0 0.0% Q2 2026 Aug 10, 2026
SYON CAPITAL LLC History No change 25,659 1,797 0.08% 0.08% 420 0 0.0% Q2 2026 Aug 14, 2026
AlTi Global, Inc. History No change 25,489 1,786 0.04% 0.04% 421 0 0.0% Q2 2026 Aug 05, 2026
INCEPTIONR LLC History No change 25,272 1,770 0.43% 0.43% 422 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 25,177 1,764 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 10, 2026
STALEY CAPITAL ADVISERS INC History No change 25,000 1,751 0.07% 0.07% 424 0 0.0% Q2 2026 Aug 11, 2026
Trivium Point Advisory, LLC History No change 24,916 1,745 0.16% 0.16% 425 0 0.0% Q2 2026 Aug 06, 2026
Donoghue Forlines LLC History Added to 26,888 1,714 0.43% 0.48% 426 +245 0.92% Q3 2026 Nov 02, 2026
Maryland State Retirement & Pension System History Added to 26,747 1,705 0.03% 0.03% 427 +3,895 17.04% Q3 2026 Nov 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 24,039 1,684 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 24,045 1,684 0.03% 0.03% 429 0 0.0% Q2 2026 Aug 11, 2026
Highview Capital Management LLC/DE/ History No change 23,991 1,681 0.48% 0.48% 430 0 0.0% Q2 2026 Aug 11, 2026
Royal Palms Capital LLC History Reduced 26,331 1,678 1.49% 1.67% 431 -751 -2.77% Q3 2026 Oct 23, 2026
Aaron Wealth Advisors LLC History Added to 26,279 1,675 0.08% 0.08% 432 +4,449 20.38% Q3 2026 Oct 13, 2026
AlphaCore Capital LLC History Added to 26,130 1,666 0.03% 0.03% 433 +1,779 7.31% Q3 2026 Nov 04, 2026
Krilogy Financial LLC History Reduced 26,034 1,663 0.05% 0.06% 434 -819 -3.05% Q3 2026 Oct 13, 2026
Meeder Advisory Services, Inc. History No change 23,478 1,645 0.06% 0.06% 435 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Reduced 25,548 1,628 0.01% 0.01% 436 -430 -1.66% Q3 2026 Oct 08, 2026
PINNACLE ASSOCIATES LTD History Added to 25,449 1,622 0.02% 0.02% 437 +366 1.46% Q3 2026 Oct 20, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 25,144 1,603 0.64% 0.7% 438 -830 -3.2% Q3 2026 Oct 13, 2026
SALZHAUER MICHAEL History Reduced 121,091 1,594 0.64% 0.78% 439 -300 -0.25% Q3 2026 Oct 27, 2026
Frec Markets, Inc. History No change 22,739 1,593 0.14% 0.14% 440 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History Added to 24,915 1,588 0.01% 0.01% 441 +15,368 160.97% Q3 2026 Oct 16, 2026
ARVEST INVESTMENTS, INC. History Reduced 24,787 1,580 0.19% 0.21% 442 -176 -0.71% Q3 2026 Oct 21, 2026
Everhart Financial Group, Inc. History Added to 24,316 1,550 0.1% 0.1% 443 +1,037 4.45% Q3 2026 Oct 08, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 22,096 1,548 0.03% 0.03% 444 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 22,082 1,547 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History No change 21,980 1,540 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO SECURITIES USA LLC History No change 25,692 1,540 0.04% 0.04% 447 0 0.0% Q2 2026 Jul 24, 2026
Interval Partners, LP History No change 21,711 1,521 0.04% 0.04% 448 0 0.0% Q2 2026 Aug 14, 2026
Minerva Advisors LLC History No change 21,485 1,505 0.95% 0.95% 449 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 23,575 1,503 0.33% 0.41% 450 -2,350 -9.06% Q3 2026 Oct 16, 2026
Curi Capital, LLC History No change 21,236 1,487 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 22,874 1,458 0.02% 0.01% 452 +9,143 66.59% Q3 2026 Oct 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 22,836 1,456 0.01% 0.01% 453 -1,836 -7.44% Q3 2026 Oct 22, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 22,519 1,435 0.04% 0.05% 454 -725 -3.12% Q3 2026 Nov 04, 2026
New England Research & Management, Inc. History No change 22,232 1,417 0.55% 0.61% 455 0 0.0% Q3 2026 Oct 16, 2026
M&T BANK CORP History No change 20,218 1,416 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History Added to 22,122 1,410 0.05% 0.06% 457 +745 3.49% Q3 2026 Oct 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 20,105 1,408 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 20,098 1,408 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 20,048 1,404 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 13, 2026
Entropy Technologies, LP History No change 20,012 1,402 0.06% 0.06% 461 0 0.0% Q2 2026 Aug 13, 2026
PAR CAPITAL MANAGEMENT INC History No change 20,000 1,401 0.03% 0.03% 462 0 0.0% Q2 2026 Aug 14, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History Added to 21,936 1,398 0.48% 0.47% 464 +1,700 8.4% Q3 2026 Oct 21, 2026
Covenant Asset Management, LLC History Reduced 21,926 1,398 0.19% 0.26% 463 -345 -1.55% Q3 2026 Oct 14, 2026
CWA Asset Management Group, LLC History Added to 21,861 1,393 0.04% 0.04% 465 +4,710 27.46% Q3 2026 Oct 19, 2026
Pallas Capital Advisors LLC History No change 19,855 1,391 0.04% 0.04% 466 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 19,746 1,383 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 06, 2026
Fort Sheridan Advisors LLC History No change 19,646 1,376 0.15% 0.15% 468 0 0.0% Q2 2026 Aug 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 19,453 1,363 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 13, 2026
Strategic Advisors LLC History No change 21,270 1,356 0.29% 0.33% 470 0 0.0% Q3 2026 Oct 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 21,200 1,352 0.03% 0.04% 471 0 0.0% Q3 2026 Nov 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 19,051 1,334 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 17, 2026
Savant Capital, LLC History No change 18,827 1,330 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
Louisiana State Employees Retirement System History Reduced 20,700 1,319 0.02% 0.02% 474 -900 -4.17% Q3 2026 Oct 20, 2026
Campbell & CO Investment Adviser LLC History No change 18,583 1,302 0.07% 0.07% 475 0 0.0% Q2 2026 Aug 03, 2026
Fortis Capital Advisors, LLC History No change 18,582 1,302 0.15% 0.15% 476 0 0.0% Q2 2026 Jul 31, 2026
SIG BROKERAGE, LP History No change 18,286 1,281 0.02% 0.02% 477 0 0.0% Q2 2026 Aug 14, 2026
Osmosis Investment Management UK Ltd History No change 18,130 1,270 0.06% 0.06% 478 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History Added to 19,891 1,268 0.01% 0.01% 479 +4,144 26.32% Q3 2026 Oct 28, 2026
ROMANO BROTHERS AND COMPANY History No change 19,867 1,266 0.13% 0.14% 480 0 0.0% Q3 2026 Oct 22, 2026
Kestra Advisory Services, LLC History Added to 19,780 1,261 0.0% 0.0% 481 +2,971 17.68% Q3 2026 Nov 02, 2026
Lido Advisors, LLC History Added to 19,731 1,258 0.0% 0.0% 482 +723 3.8% Q3 2026 Nov 04, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 19,515 1,244 0.04% 0.04% 483 0 0.0% Q3 2026 Oct 26, 2026
Cox Capital Mgt LLC History Reduced 19,458 1,240 0.69% 0.76% 484 -2 -0.01% Q3 2026 Oct 07, 2026
SeaCrest Wealth Management, LLC History Added to 19,327 1,232 0.14% 0.15% 485 +3 0.02% Q3 2026 Oct 21, 2026
Temasek Holdings (Private) Ltd History Reduced 19,073 1,216 0.0% 0.01% 486 -39,214 -67.28% Q3 2026 Oct 28, 2026
Integrated Quantitative Investments LLC History No change 17,263 1,209 0.2% 0.2% 487 0 0.0% Q2 2026 Aug 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 18,631 1,187 0.05% 0.06% 488 +1,093 6.23% Q3 2026 Oct 28, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 18,556 1,183 0.02% 0.0% 489 +15,574 522.27% Q3 2026 Oct 13, 2026
Axecap Investments, LLC History Reduced 18,494 1,179 0.7% 1.92% 490 -31,169 -62.76% Q3 2026 Oct 20, 2026
365 WMG Private Fund I: Primus Fund LLC History New 18,494 1,179 0.7% — 491 +18,494 New Q3 2026 Oct 20, 2026
111 Capital History Added to 18,401 1,173 0.17% 0.06% 492 +13,126 248.83% Q3 2026 Nov 03, 2026
QUADRANT CAPITAL GROUP LLC History Added to 18,477 1,169 0.03% 0.04% 494 +43 0.23% Q3 2026 Oct 20, 2026
Newman Dignan & Sheerar, Inc. History Added to 18,342 1,169 0.22% 0.25% 493 +8 0.04% Q3 2026 Oct 20, 2026
Sterling Capital Management LLC History Reduced 18,316 1,167 0.02% 0.02% 495 -477 -2.54% Q3 2026 Oct 22, 2026
MUFG Securities EMEA plc History No change 16,641 1,166 0.01% 0.01% 496 0 0.0% Q2 2026 Aug 12, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 16,396 1,148 0.07% 0.07% 497 0 0.0% Q2 2026 Aug 07, 2026
Empirical Finance, LLC History No change 16,373 1,147 0.05% 0.05% 498 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 17,570 1,120 0.01% 0.01% 499 +1,226 7.5% Q3 2026 Oct 13, 2026
NorthCrest Asset Manangement, LLC History Added to 17,428 1,116 0.03% 0.02% 500 +4,225 32.0% Q3 2026 Oct 09, 2026
Wedmont Private Capital History Added to 17,326 1,110 0.03% 0.03% 501 +942 5.75% Q3 2026 Oct 09, 2026
Harbour Capital Advisors, LLC History Added to 17,245 1,099 0.2% 0.12% 502 +8,220 91.08% Q3 2026 Oct 13, 2026
PVG ASSET MANAGEMENT CORP History Reduced 17,185 1,095 0.75% 0.7% 503 -60 -0.35% Q3 2026 Oct 19, 2026
BLAIR WILLIAM & CO/IL History No change 15,486 1,085 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 16,783 1,070 0.01% 0.01% 505 +579 3.57% Q3 2026 Oct 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 15,275 1,070 0.07% 0.07% 506 0 0.0% Q2 2026 Aug 04, 2026
Handelsbanken Fonder AB History No change 15,212 1,066 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 10, 2026
Kera Capital Partners, Inc. History No change 15,090 1,057 0.1% 0.1% 508 0 0.0% Q2 2026 Aug 14, 2026
WealthTrust Asset Management, LLC History Reduced 16,383 1,044 0.58% 0.63% 509 -295 -1.77% Q3 2026 Oct 22, 2026
De Lisle Partners LLP History No change 14,863 1,041 0.11% 0.11% 510 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 14,767 1,034 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 14,708 1,030 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 14,645 1,026 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 12, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 15,932 1,015 0.06% 0.18% 514 -30,113 -65.4% Q3 2026 Nov 03, 2026
BESSEMER GROUP INC History No change 14,361 1,006 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 14,354 1,005 0.07% 0.07% 516 0 0.0% Q2 2026 Aug 11, 2026
Carl P. Sherr & Co., LLC History No change 14,150 991 0.42% 0.42% 517 0 0.0% Q2 2026 Jul 31, 2026
Fire Capital Management LLC History Added to 15,495 987 0.26% 0.33% 518 +3,960 34.33% Q3 2026 Oct 27, 2026
Pekin Hardy Strauss, Inc. History Reduced 15,421 983 0.09% 0.1% 519 -1,500 -8.86% Q3 2026 Nov 02, 2026
ALTFEST L J & CO INC History Reduced 15,393 981 0.1% 0.11% 520 -371 -2.35% Q3 2026 Oct 27, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 7,016 981 0.23% 0.23% 521 0 0.0% Q2 2026 Aug 14, 2026
MUFG SECURITIES AMERICAS INC. History No change 13,984 979 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 14, 2026
JACKSON SQUARE CAPITAL, LLC History Added to 15,286 974 0.15% 0.15% 523 +54 0.35% Q3 2026 Oct 19, 2026
Bluesphere Advisors LLC History No change 15,180 967 0.3% 0.33% 524 0 0.0% Q3 2026 Oct 19, 2026
Graham Capital Management, L.P. History No change 13,755 963 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History Added to 15,046 959 0.03% 0.02% 526 +5,426 56.4% Q3 2026 Oct 23, 2026
GROUPAMA ASSET MANAGMENT History No change 13,505 951 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 13,586 951 0.26% 0.26% 528 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 13,559 950 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 12, 2026
AFFINITY INVESTMENT ADVISORS, LLC History No change 13,502 946 0.48% 0.48% 530 0 0.0% Q2 2026 Aug 05, 2026
Volterra Technologies LP History No change 13,500 945 0.14% 0.14% 531 0 0.0% Q2 2026 Aug 14, 2026
E. Ohman J:or Asset Management AB History No change 14,701 937 0.02% 0.02% 532 0 0.0% Q3 2026 Oct 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 14,317 912 0.02% 0.02% 533 -222 -1.53% Q3 2026 Oct 23, 2026
Weiss Asset Management LP History No change 13,008 911 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 14, 2026
Sagewood Asset Management LP History No change 13,012 911 0.21% 0.21% 535 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 12,971 908 0.01% 0.01% 536 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 12,910 904 0.02% 0.02% 537 0 0.0% Q2 2026 Jul 28, 2026
D.A. DAVIDSON & CO. History Reduced 14,098 898 0.0% 0.01% 538 -453 -3.11% Q3 2026 Oct 27, 2026
CERTUITY, LLC History Added to 14,045 895 0.04% 0.04% 540 +3,442 32.46% Q3 2026 Nov 02, 2026
1834 INVESTMENT ADVISORS CO History Reduced 14,043 895 0.1% 0.11% 539 -23 -0.16% Q3 2026 Oct 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 13,955 889 0.02% 0.01% 541 +3,024 27.66% Q3 2026 Oct 28, 2026
Allworth Financial LP History No change 12,690 889 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 11, 2026
Accurate Wealth Management, LLC History Added to 14,001 886 0.08% 0.08% 543 +2,728 24.2% Q3 2026 Oct 20, 2026
Savvy Advisors, Inc. History No change 12,581 881 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History Added to 13,752 876 0.02% 0.01% 545 +6,215 82.46% Q3 2026 Nov 05, 2026
Sivia Capital Partners, LLC History No change 12,448 872 0.11% 0.11% 546 0 0.0% Q2 2026 Jul 23, 2026
V-Square Quantitative Management LLC History Added to 13,493 860 0.08% 0.09% 548 +427 3.27% Q3 2026 Oct 15, 2026
Archer Investment Corp History No change 13,500 860 0.16% 0.19% 547 0 0.0% Q3 2026 Nov 05, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 12,217 856 0.05% 0.05% 549 0 0.0% Q2 2026 Aug 12, 2026
One Wealth Advisors, LLC History No change 11,927 835 0.09% 0.09% 550 0 0.0% Q2 2026 Aug 06, 2026
Center For Asset Management LLC History Reduced 12,983 827 0.37% 0.43% 551 -829 -6.0% Q3 2026 Oct 16, 2026
Rothschild Wealth LLC History No change 11,799 826 0.07% 0.07% 552 0 0.0% Q2 2026 Aug 11, 2026
Laird Norton Wetherby Trust Company, LLC History No change 11,728 821 0.02% 0.02% 553 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,820 817 0.04% 0.05% 554 0 0.0% Q3 2026 Nov 03, 2026
GREENLEAF TRUST History Reduced 12,806 816 0.01% 0.01% 555 -1,344 -9.5% Q3 2026 Oct 29, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 11,222 812 0.03% 0.03% 556 0 0.0% Q2 2026 Jul 23, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History Added to 12,702 810 0.78% 0.9% 557 +32 0.25% Q3 2026 Nov 02, 2026
Pinnacle Holdings, LLC History No change 11,550 809 0.25% 0.25% 558 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 11,245 787 0.05% 0.05% 559 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History Reduced 12,148 774 0.04% 0.06% 560 -834 -6.42% Q3 2026 Nov 05, 2026
Wealthspire Advisors, LLC History No change 10,991 770 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History Reduced 12,024 766 0.03% 0.04% 562 -372 -3.0% Q3 2026 Nov 04, 2026
Ballentine Partners, LLC History No change 10,874 761 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 17, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 11,965 757 0.2% 0.23% 564 -214 -1.76% Q3 2026 Oct 19, 2026
Inscription Capital, LLC History Reduced 11,581 738 0.08% 0.08% 565 -1,009 -8.01% Q3 2026 Nov 02, 2026
Aptus Capital Advisors, LLC History No change 10,501 735 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 12, 2026
Curated Wealth Partners LLC History New 11,429 728 0.06% — 567 +11,429 New Q3 2026 Oct 15, 2026
COMMERCE BANK History No change 10,330 723 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 12, 2026
USS Investment Management Ltd History No change 10,317 722 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 11, 2026
Banque Cantonale Vaudoise History No change 10,258 719 0.1% 0.1% 570 0 0.0% Q2 2026 Jul 31, 2026
Advisors Capital Management, LLC History No change 10,250 718 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 11, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 11,233 716 0.01% 0.02% 572 -3,510 -23.81% Q3 2026 Oct 13, 2026
Metis Global Partners, LLC History No change 10,207 715 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 10, 2026
STRATEGY ASSET MANAGERS LLC History New 11,141 710 0.11% — 574 +11,141 New Q3 2026 Oct 14, 2026
IFP Advisors, Inc History Added to 11,018 702 0.01% 0.01% 575 +1,073 10.79% Q3 2026 Oct 16, 2026
HENNESSY ADVISORS INC History Reduced 11,000 701 0.03% 0.03% 576 -1,000 -8.33% Q3 2026 Oct 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 10,000 700 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 9,988 699 0.12% 0.12% 578 0 0.0% Q2 2026 Jul 21, 2026
Centennial Wealth Advisory LLC History Added to 10,944 697 0.14% 0.16% 579 +544 5.23% Q3 2026 Oct 16, 2026
Caerus Investment Advisors, LLC History No change 9,866 691 0.23% 0.23% 580 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 9,812 687 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 9,804 686 0.03% 0.03% 582 0 0.0% Q2 2026 Oct 29, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,783 685 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 14, 2026
44 WEALTH MANAGEMENT LLC History No change 9,768 684 0.23% 0.23% 584 0 0.0% Q2 2026 Aug 14, 2026
Compass Wealth Management LLC History No change 10,700 682 0.13% 0.14% 585 0 0.0% Q3 2026 Oct 22, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 9,728 681 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 12, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 10,679 680 0.2% 0.15% 589 +3,584 50.51% Q3 2026 Oct 15, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 10,673 680 0.0% 0.0% 587 +1,777 19.98% Q3 2026 Oct 28, 2026
Gateway Wealth Partners, LLC History No change 9,710 680 0.04% 0.04% 588 0 0.0% Q2 2026 Aug 04, 2026
WADDELL & ASSOCIATES, LLC History No change 9,696 679 0.03% 0.03% 590 0 0.0% Q2 2026 Jul 15, 2026
HUB Investment Partners, LLC History Added to 10,628 677 0.01% 0.01% 591 +1,628 18.09% Q3 2026 Nov 03, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 9,658 676 0.03% 0.03% 592 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 9,572 674 0.02% 0.02% 593 0 0.0% Q2 2026 Aug 12, 2026
SageView Advisory Group, LLC History No change 9,616 673 0.02% 0.02% 594 0 0.0% Q2 2026 Aug 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 9,593 672 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
Heartland Bank & Trust Co History No change 9,460 662 0.14% 0.14% 596 0 0.0% Q2 2026 Aug 11, 2026
AlphaGrep UK Ltd History No change 9,449 662 0.2% 0.2% 597 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 9,392 658 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 9,394 658 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 14, 2026
Daiichi Life Insurance Co., Ltd. History No change 9,330 653 0.02% 0.02% 600 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 9,167 642 0.0% 0.0% 601 0 0.0% Q2 2026 Sep 23, 2026
ABNER HERRMAN & BROCK LLC History Reduced 10,000 638 0.06% 0.07% 602 -68 -0.68% Q3 2026 Oct 20, 2026
Brevan Howard Capital Management LP History No change 9,032 632 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 14, 2026
CSS LLC/IL History No change 8,920 625 0.02% 0.02% 604 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 8,902 623 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 17, 2026
SUMMITRY LLC History No change 8,888 622 0.02% 0.02% 606 0 0.0% Q2 2026 Jul 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 9,738 620 0.01% 0.01% 607 +1,213 14.23% Q3 2026 Oct 22, 2026
EverSource Wealth Advisors, LLC History Reduced 9,645 614 0.02% 0.02% 608 -492 -4.85% Q3 2026 Nov 04, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 8,700 609 0.32% 0.32% 609 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History No change 8,565 600 0.08% 0.08% 610 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History Added to 9,272 591 0.03% 0.03% 611 +1,118 13.71% Q3 2026 Oct 19, 2026
Versant Capital Management, Inc History Added to 9,245 589 0.05% 0.05% 612 +594 6.87% Q3 2026 Oct 01, 2026
Compound Planning, Inc. History Added to 9,193 586 0.01% 0.01% 613 +1,119 13.86% Q3 2026 Nov 05, 2026
Mystic Asset Management, Inc. History No change 9,109 580 0.13% 0.14% 614 0 0.0% Q3 2026 Oct 15, 2026
Perigon Wealth Management, LLC History Added to 9,075 578 0.01% 0.01% 615 +966 11.91% Q3 2026 Oct 22, 2026
Wilmington Savings Fund Society, FSB History No change 8,941 570 0.01% 0.01% 616 0 0.0% Q3 2026 Oct 23, 2026
World Investment Advisors History No change 9,304 566 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History Added to 8,871 565 0.01% 0.01% 618 +3,229 57.23% Q3 2026 Oct 27, 2026
Clark Capital Management Group, Inc. History No change 8,027 562 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 11, 2026
Portfolio Design Labs, LLC History Added to 8,797 560 0.09% 0.1% 621 +18 0.21% Q3 2026 Nov 04, 2026
Summit Financial, LLC History No change 8,004 560 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 12, 2026
Impact Partnership Wealth, LLC History No change 7,867 551 0.05% 0.05% 622 0 0.0% Q2 2026 Jul 29, 2026
TEMA ETFS LLC History Added to 8,570 546 0.02% 0.02% 623 +145 1.72% Q3 2026 Oct 16, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 8,552 545 0.11% 0.12% 624 +213 2.55% Q3 2026 Oct 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 8,496 541 0.03% 0.01% 626 +5,543 187.71% Q3 2026 Oct 15, 2026
Gladstone Institutional Advisory LLC History No change 7,724 541 0.02% 0.02% 625 0 0.0% Q2 2026 Jul 27, 2026
Vestcor Inc History No change 7,673 538 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 7,679 538 0.04% 0.04% 628 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 7,672 537 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
Dynasty Wealth Management, LLC History No change 7,642 535 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 7,643 532 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 13, 2026
Proficio Capital Partners LLC History No change 7,513 526 0.02% 0.02% 632 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History New 8,234 525 0.05% — 633 +8,234 New Q3 2026 Oct 29, 2026
Ponta Wealth Partners, LLC History No change 7,469 523 0.28% 0.28% 634 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 7,453 522 0.02% 0.02% 635 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM JOHN SEMPOLINSKI History Reduced 8,168 520 0.2% 0.35% 636 -4,350 -34.75% Q3 2026 Oct 20, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 8,102 516 0.32% 0.35% 637 +57 0.71% Q3 2026 Nov 04, 2026
Continuum Advisory, LLC History No change 7,298 511 0.04% 0.04% 638 0 0.0% Q2 2026 Aug 06, 2026
Sandro Wealth Management LLC History No change 7,207 504 0.36% 0.36% 639 0 0.0% Q2 2026 Aug 06, 2026
Beacon Pointe Advisors, LLC History No change 7,171 502 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 18, 2026
TCW GROUP INC History No change 7,096 497 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 03, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 7,796 497 0.05% 0.05% 642 0 0.0% Q3 2026 Oct 16, 2026
SIGNATUREFD, LLC History Added to 7,682 489 0.01% 0.01% 643 +467 6.47% Q3 2026 Oct 23, 2026
GREAT LAKES ADVISORS, LLC History No change 6,977 488 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 10, 2026
Severin Investments, LLC History No change 6,978 488 0.37% 0.37% 645 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History Added to 7,647 487 0.0% 0.0% 646 +18 0.24% Q3 2026 Oct 14, 2026
Key Capital Management, INC History Added to 7,501 486 0.18% 0.07% 647 +5,439 263.77% Q3 2026 Nov 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 7,585 483 0.02% 0.01% 648 +3,862 103.73% Q3 2026 Oct 23, 2026
OpenArc Corporate Advisory, LLC History Added to 7,506 478 0.01% 0.01% 650 +1,286 20.68% Q3 2026 Oct 21, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 6,832 478 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 13, 2026
Gilbert & Cook, Inc. History No change 6,760 473 0.05% 0.05% 651 0 0.0% Q2 2026 Jul 28, 2026
MINDSET WEALTH MANAGEMENT, LLC History New 7,400 471 0.08% — 652 +7,400 New Q3 2026 Oct 19, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 7,372 470 0.02% 0.02% 653 +1,888 34.43% Q3 2026 Oct 14, 2026
Clear Street Group Inc. History No change 6,674 467 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,677 467 0.03% 0.03% 655 0 0.0% Q2 2026 Aug 13, 2026
ATALANTA SOSNOFF CAPITAL, LLC History No change 6,649 465 0.01% 0.01% 656 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 7,192 458 0.01% 0.01% 658 +1,608 28.8% Q3 2026 Nov 02, 2026
MGO ONE SEVEN LLC History Added to 7,185 458 0.01% 0.01% 657 +762 11.86% Q3 2026 Oct 28, 2026
Gallagher Fiduciary Advisors, LLC History No change 6,498 455 0.01% 0.01% 659 0 0.0% Q2 2026 Aug 14, 2026
Fourth Dimension Wealth, LLC History No change 6,495 455 0.14% 0.14% 660 0 0.0% Q2 2026 Jul 31, 2026
Parallel Advisors, LLC History Added to 7,111 453 0.01% 0.01% 661 +181 2.61% Q3 2026 Nov 03, 2026
SYM FINANCIAL Corp History Added to 7,104 452 0.03% 0.04% 662 +47 0.67% Q3 2026 Oct 26, 2026
X ADVISORS, LLC History No change 18,073 452 1.2% 1.2% 663 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 6,423 450 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 11, 2026
KLINGENSTEIN FIELDS & CO LP History No change 6,402 448 0.02% 0.02% 665 0 0.0% Q2 2026 Aug 05, 2026
CX Institutional History Added to 6,983 445 0.01% 0.01% 667 +53 0.76% Q3 2026 Oct 02, 2026
UMB Bank, n.a. History No change 6,360 445 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 6,335 443 0.02% 0.02% 668 0 0.0% Q2 2026 Jul 29, 2026
VAN ECK ASSOCIATES CORP History No change 6,285 440 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 6,270 439 0.02% 0.02% 670 0 0.0% Q2 2026 Aug 10, 2026
Siemens Fonds Invest GmbH History No change 6,234 436 0.02% 0.02% 671 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 5,905 434 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 6,192 433 0.01% 0.01% 673 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History No change 5,981 431 0.0% 0.0% 674 0 0.0% Q2 2026 Jul 27, 2026
USA FINANCIAL FORMULAS History New 6,729 429 0.08% — 675 +6,729 New Q3 2026 Oct 16, 2026
Brookstone Capital Management History Reduced 6,711 427 0.0% 0.01% 677 -688 -9.3% Q3 2026 Oct 22, 2026
WESTWOOD HOLDINGS GROUP INC History No change 6,096 427 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 6,066 425 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 6,164 425 0.05% 0.05% 679 0 0.0% Q2 2026 Aug 10, 2026
COZAD ASSET MANAGEMENT INC History No change 6,025 422 0.03% 0.03% 680 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 6,047 422 0.0% 0.0% 681 0 0.0% Q2 2026 Aug 13, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History No change 5,975 418 0.24% 0.24% 682 0 0.0% Q2 2026 Aug 10, 2026
Pointe Capital Management LLC History No change 5,963 417 0.19% 0.19% 683 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 5,933 415 0.01% 0.01% 684 0 0.0% Q2 2026 Aug 10, 2026
Heritage Wealth Advisors History No change 5,850 409 0.01% 0.01% 685 0 0.0% Q2 2026 Aug 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 6,386 407 0.16% 0.2% 686 -39 -0.61% Q3 2026 Oct 21, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 6,313 402 0.02% 0.02% 688 +345 5.78% Q3 2026 Oct 23, 2026
Moors & Cabot, Inc. History No change 5,748 402 0.02% 0.02% 687 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History Added to 6,293 401 0.01% 0.01% 689 +315 5.27% Q3 2026 Oct 23, 2026
71 West Capital Partners History Added to 6,261 399 0.01% 0.01% 690 +70 1.13% Q3 2026 Nov 04, 2026
Essential Partners LLC History No change 6,215 396 0.18% 0.2% 691 0 0.0% Q3 2026 Oct 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 6,163 392 0.04% 0.1% 692 -8,740 -58.65% Q3 2026 Oct 27, 2026
Fund Advisors of America Inc/FL History No change 5,555 389 0.35% 0.35% 693 0 0.0% Q2 2026 Aug 11, 2026
Crumly & Associates Inc. History Reduced 6,051 385 0.07% 0.08% 694 -22 -0.36% Q3 2026 Oct 07, 2026
Pinion Investment Advisors, LLC History Reduced 5,977 381 0.07% 0.09% 696 -698 -10.46% Q3 2026 Nov 04, 2026
PANAGORA ASSET MANAGEMENT INC History No change 5,446 381 0.0% 0.0% 695 0 0.0% Q2 2026 Aug 06, 2026
Wick Capital Partners, LLC History No change 5,449 381 0.06% 0.06% 697 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 5,415 379 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 11, 2026
Baader Bank Aktiengesellschaft History No change 5,410 379 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 23, 2026
Parcion Private Wealth LLC History Reduced 5,909 376 0.02% 0.02% 701 -212 -3.46% Q3 2026 Oct 28, 2026
OneDigital Investment Advisors LLC History No change 5,373 376 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 06, 2026
BXM Wealth LLC History No change 5,845 372 0.2% 0.22% 702 0 0.0% Q3 2026 Nov 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 5,826 371 0.01% 0.01% 705 +509 9.57% Q3 2026 Nov 04, 2026
PIER 88 INVESTMENT PARTNERS LLC History No change 5,300 371 0.09% 0.09% 703 0 0.0% Q2 2026 Aug 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 5,297 371 0.07% 0.07% 704 0 0.0% Q2 2026 Jul 21, 2026
Olympiad Research LP History New 5,802 369 0.48% — 708 +5,802 New Q3 2026 Nov 04, 2026
Lynx Investment Advisory History Reduced 5,795 369 0.12% 0.26% 707 -5,569 -49.01% Q3 2026 Oct 27, 2026
NORDEN GROUP LLC History Reduced 5,800 369 0.03% 0.03% 706 -54 -0.92% Q3 2026 Oct 20, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 5,254 368 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,750 366 0.0% 0.0% 710 +4,372 317.27% Q3 2026 Oct 28, 2026
Rossby Financial, LCC History Added to 5,608 357 0.05% 0.07% 711 +207 3.83% Q3 2026 Nov 05, 2026
Soltis Investment Advisors LLC History Added to 5,567 354 0.02% 0.02% 713 +205 3.82% Q3 2026 Oct 28, 2026
SVB WEALTH LLC History No change 5,066 354 0.02% 0.02% 712 0 0.0% Q2 2026 Jul 17, 2026
Checchi Capital Advisers, LLC History No change 4,985 349 0.02% 0.02% 714 0 0.0% Q2 2026 Aug 04, 2026
Jain Global LLC History No change 4,989 349 0.0% 0.0% 715 0 0.0% Q2 2026 Aug 14, 2026
OSTRUM ASSET MANAGEMENT History No change 4,977 348 0.02% 0.02% 716 0 0.0% Q2 2026 Aug 13, 2026
POINCIANA ADVISORS GROUP, LLC History No change 4,968 348 0.26% 0.26% 717 0 0.0% Q2 2026 Jul 28, 2026
MQS Management LLC History No change 4,946 346 0.42% 0.42% 718 0 0.0% Q2 2026 Aug 07, 2026
Avantra Family Wealth, Inc. History Added to 5,372 342 0.2% 0.23% 719 +135 2.58% Q3 2026 Oct 20, 2026
waypoint wealth counsel History No change 5,373 342 0.2% 0.24% 720 0 0.0% Q3 2026 Oct 22, 2026
Drucker Wealth 3.0, LLC History No change 4,877 341 0.05% 0.05% 721 0 0.0% Q2 2026 Jul 13, 2026
LINCOLN CAPITAL CORP History Added to 5,339 340 0.11% 0.12% 722 +83 1.58% Q3 2026 Oct 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 5,309 338 0.0% 0.0% 723 -406 -7.1% Q3 2026 Oct 05, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 4,838 338 0.02% 0.02% 724 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 5,301 337 0.03% 0.02% 725 +2,225 72.33% Q3 2026 Oct 28, 2026
WESPAC Advisors, LLC History Added to 5,257 335 0.17% 0.14% 727 +1,085 26.01% Q3 2026 Oct 26, 2026
PROFUND ADVISORS LLC History Added to 5,263 335 0.01% 0.01% 726 +174 3.42% Q3 2026 Oct 28, 2026
Biltmore Family Office, LLC History Added to 5,258 335 0.04% 0.05% 728 +22 0.42% Q3 2026 Nov 03, 2026
Advisors Asset Management, Inc. History No change 4,776 334 0.01% 0.01% 729 0 0.0% Q2 2026 Aug 13, 2026
MASTERINVEST Kapitalanlage GmbH History New 5,217 332 0.03% — 730 +5,217 New Q3 2026 Nov 03, 2026
VestGen Advisors, LLC History Reduced 5,185 330 0.01% 0.02% 731 -4,186 -44.67% Q3 2026 Oct 27, 2026
Optas, LLC History No change 4,698 329 0.05% 0.05% 732 0 0.0% Q2 2026 Jul 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 5,064 322 0.0% 0.0% 733 -111 -2.14% Q3 2026 Oct 15, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 4,609 322 0.05% 0.05% 734 0 0.0% Q2 2026 Aug 07, 2026
Balefire, LLC History Added to 5,000 318 0.05% 0.06% 736 +11 0.22% Q3 2026 Oct 09, 2026
Clearstead Advisors, LLC History No change 4,551 318 0.0% 0.0% 735 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 4,966 316 0.01% 0.01% 737 +461 10.23% Q3 2026 Nov 04, 2026
Teza Capital Management LLC History New 4,912 313 0.28% — 741 +4,912 New Q3 2026 Oct 23, 2026
Hidden Cove Wealth Management, LLC History Added to 4,919 313 0.17% 0.18% 740 +361 7.92% Q3 2026 Oct 19, 2026
Bahl & Gaynor LLC History No change 4,920 313 0.0% 0.0% 738 0 0.0% Q3 2026 Nov 05, 2026
Orion Capital Management LLC History No change 4,475 313 0.1% 0.1% 739 0 0.0% Q2 2026 Aug 17, 2026
Ascentis Wealth Management, LLC History New 4,887 311 0.05% — 743 +4,887 New Q3 2026 Nov 03, 2026
LCNB CORP History No change 4,440 311 0.1% 0.1% 742 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 4,437 310 0.02% 0.02% 744 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 4,413 309 0.02% 0.02% 745 0 0.0% Q2 2026 Aug 14, 2026
CIDEL ASSET MANAGEMENT INC History No change 4,844 308 0.01% 0.02% 746 0 0.0% Q3 2026 Oct 28, 2026
Trust Asset Management LLC History New 4,823 307 0.02% — 747 +4,823 New Q3 2026 Nov 03, 2026
International Private Wealth Advisors LLC History Reduced 4,808 306 0.13% 0.18% 748 -70 -1.44% Q3 2026 Nov 05, 2026
Range Advisory, LLC History No change 4,377 306 0.04% 0.04% 749 0 0.0% Q2 2026 Sep 02, 2026
Bison Wealth, LLC History Reduced 4,780 305 0.03% 0.03% 750 -31 -0.64% Q3 2026 Oct 13, 2026
Sanchez Gaunt Capital Management, LLC History Reduced 4,758 303 0.17% 0.19% 751 -40 -0.83% Q3 2026 Nov 03, 2026
Advisor Resource Council History Added to 4,700 302 0.1% 0.09% 752 +34 0.73% Q3 2026 Nov 05, 2026
Hoxton Planning & Management, LLC History Reduced 4,738 302 0.08% 0.09% 753 -4 -0.08% Q3 2026 Oct 15, 2026
TFB Advisors LLC History Added to 4,721 301 0.12% 0.13% 754 +411 9.54% Q3 2026 Nov 02, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 4,278 299 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 12, 2026
Abel Hall, LLC History Reduced 4,677 298 0.05% 0.06% 756 -76 -1.6% Q3 2026 Oct 19, 2026
Catalyst Funds Management Pty Ltd History No change 4,250 297 0.02% 0.02% 757 0 0.0% Q2 2026 Aug 10, 2026
Ancora Advisors LLC History No change 4,199 294 0.01% 0.01% 758 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History Reduced 4,605 293 0.01% 0.01% 759 -92 -1.96% Q3 2026 Oct 15, 2026
Regal Investment Advisors LLC History No change 4,191 293 0.02% 0.02% 760 0 0.0% Q2 2026 Aug 14, 2026
Ballast, Inc. History No change 4,600 293 0.05% 0.06% 761 0 0.0% Q3 2026 Oct 20, 2026
Cornerstone Wealth Group, LLC History Added to 4,573 291 0.02% 0.02% 762 +686 17.65% Q3 2026 Nov 02, 2026
Gradient Capital Advisors, LLC History Reduced 4,543 289 0.07% 0.07% 763 -32 -0.7% Q3 2026 Oct 21, 2026
Family Manage LLC History No change 4,104 287 0.03% 0.03% 764 0 0.0% Q2 2026 Aug 14, 2026
Compagnie Lombard Odier SCmA History Added to 4,500 286 0.0% 0.0% 765 +3,000 200.0% Q3 2026 Nov 04, 2026
Indivisible Partners History Added to 4,488 286 0.01% 0.01% 767 +863 23.81% Q3 2026 Oct 26, 2026
Avestar Capital, LLC History Reduced 4,499 286 0.02% 0.02% 766 -623 -12.16% Q3 2026 Oct 28, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 4,090 286 0.04% 0.04% 768 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History Reduced 4,474 285 0.03% 0.04% 770 -31 -0.69% Q3 2026 Oct 16, 2026
GeoWealth Management, LLC History No change 4,071 285 0.01% 0.01% 769 0 0.0% Q2 2026 Jul 30, 2026
PDS Planning, Inc History Reduced 4,450 283 0.02% 0.02% 771 -45 -1.0% Q3 2026 Nov 03, 2026
Independent Advisor Alliance History No change 4,013 281 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 12, 2026
Valeo Financial Advisors, LLC History Added to 4,381 279 0.01% 0.01% 773 +463 11.82% Q3 2026 Oct 08, 2026
EWA, LLC History No change 3,992 279 0.05% 0.05% 774 0 0.0% Q2 2026 Jul 14, 2026
Ipswich Investment Management Co., Inc. History No change 4,374 278 0.06% 0.06% 775 0 0.0% Q3 2026 Oct 13, 2026
DECISION INVESTMENTS, INC History No change 4,320 275 0.25% 0.27% 776 0 0.0% Q3 2026 Oct 07, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 3,924 274 0.03% 0.03% 777 0 0.0% Q2 2026 Jul 31, 2026
McGlone Suttner Wealth Management, Inc. History Added to 4,287 273 0.03% 0.03% 778 +134 3.23% Q3 2026 Oct 13, 2026
Systematic Alpha Investments, LLC History No change 3,860 270 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Advisors, Inc. History No change 3,815 267 0.03% 0.03% 780 0 0.0% Q2 2026 Aug 05, 2026
Symmetry Partners, LLC History Added to 4,174 266 0.01% 0.01% 782 +118 2.91% Q3 2026 Oct 27, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 3,799 266 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,134 263 0.03% 0.03% 783 -49 -1.17% Q3 2026 Oct 27, 2026
First Command Advisory Services, Inc. History Added to 7,729 261 0.0% 0.0% 784 +4,776 161.73% Q3 2026 Nov 05, 2026
EXCALIBUR MANAGEMENT CORP History No change 4,065 259 0.08% 0.09% 785 0 0.0% Q3 2026 Oct 30, 2026
CreativeOne Wealth, LLC History No change 3,696 259 0.01% 0.01% 786 0 0.0% Q2 2026 Aug 13, 2026
Herold Advisors, Inc. History Reduced 4,057 258 0.05% 0.06% 787 -15 -0.37% Q3 2026 Oct 19, 2026
CIGNA INVESTMENTS INC /NEW History No change 4,034 257 0.03% 0.04% 788 0 0.0% Q3 2026 Oct 19, 2026
Prospera Financial Services Inc History Reduced 4,025 256 0.0% 0.0% 789 -665 -14.18% Q3 2026 Nov 04, 2026
Ameritas Investment Partners, Inc. History No change 3,653 255 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 13, 2026
Virtue Capital Management, LLC History Added to 3,962 252 0.03% 0.03% 791 +577 17.05% Q3 2026 Oct 29, 2026
Quent Capital, LLC History No change 3,596 251 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History New 3,922 250 0.01% — 795 +3,922 New Q3 2026 Oct 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,935 250 0.01% 0.01% 794 -2,405 -37.93% Q3 2026 Oct 22, 2026
Legacy Advisors, LLC History No change 3,921 250 0.02% 0.03% 793 0 0.0% Q3 2026 Oct 19, 2026
Root Financial Partners, LLC History Added to 3,892 248 0.01% 0.01% 797 +231 6.31% Q3 2026 Oct 21, 2026
Sound View Wealth Advisors Group, LLC History No change 3,550 248 0.02% 0.02% 796 0 0.0% Q2 2026 Aug 11, 2026
Advisor OS, LLC History Reduced 3,888 247 0.02% 0.02% 798 -213 -5.19% Q3 2026 Nov 03, 2026
S&CO INC History No change 3,500 245 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History New 3,833 244 0.0% — 802 +3,833 New Q3 2026 Oct 20, 2026
Ignite Planners, LLC History Added to 3,801 244 0.03% 0.03% 800 +324 9.32% Q3 2026 Oct 14, 2026
55 North Private Wealth, LLC History Added to 3,830 244 0.05% 0.05% 801 +170 4.64% Q3 2026 Oct 20, 2026
RFG Advisory, LLC History Reduced 3,822 243 0.0% 0.0% 803 -400 -9.47% Q3 2026 Nov 03, 2026
Bryn Mawr Trust Advisors, LLC History Added to 3,826 243 0.01% 0.01% 804 +1 0.03% Q3 2026 Nov 03, 2026
Kepler Cheuvreux (Suisse) SA History New 3,802 242 0.01% — 805 +3,802 New Q3 2026 Oct 20, 2026
Snowden Capital Advisors LLC History No change 3,398 238 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 13, 2026
Fielder Capital Group LLC History No change 3,404 238 0.05% 0.05% 807 0 0.0% Q2 2026 Aug 06, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 3,712 236 0.01% 0.04% 808 -5,085 -57.8% Q3 2026 Oct 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 3,693 235 0.13% 0.15% 809 -125 -3.27% Q3 2026 Oct 30, 2026
Dorsey & Whitney Trust CO LLC History No change 3,331 233 0.01% 0.01% 810 0 0.0% Q2 2026 Aug 14, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 3,311 232 0.02% 0.02% 811 0 0.0% Q2 2026 Jul 29, 2026
Forthright Family Wealth Advisory LLC History No change 3,653 232 0.13% 0.14% 812 0 0.0% Q3 2026 Nov 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,302 231 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Added to 3,603 229 0.0% 0.0% 814 +99 2.83% Q3 2026 Oct 20, 2026
Planned Solutions, Inc. History No change 3,599 229 0.06% 0.07% 815 0 0.0% Q3 2026 Oct 19, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 3,553 226 0.01% 0.01% 816 -500 -12.34% Q3 2026 Oct 26, 2026
WEDBUSH SECURITIES INC History Added to 3,531 225 0.01% 0.01% 817 +598 20.39% Q3 2026 Oct 22, 2026
ALPS ADVISORS INC History Reduced 3,524 224 0.0% 0.0% 819 -70 -1.95% Q3 2026 Nov 02, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 3,210 224 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 3,195 223 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 3,187 223 0.1% 0.1% 821 0 0.0% Q2 2026 Aug 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 3,500 223 0.01% 0.01% 822 0 0.0% Q3 2026 Oct 22, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 3,810 222 0.03% 0.03% 823 0 0.0% Q2 2026 Aug 11, 2026
Partners in Financial Planning History No change 3,175 222 0.03% 0.03% 824 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 3,164 221 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 14, 2026
MBL Wealth, LLC History New 3,406 217 0.01% — 828 +3,406 New Q3 2026 Oct 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 3,403 217 0.02% 0.03% 827 -85 -2.44% Q3 2026 Oct 30, 2026
Harvest Investment Services, LLC History No change 3,104 217 0.03% 0.03% 826 0 0.0% Q2 2026 Aug 14, 2026
MJP ASSOCIATES INC /ADV History No change 3,082 215 0.02% 0.02% 829 0 0.0% Q2 2026 Aug 11, 2026
BLALOCK WILLIAMS, LLC History No change 3,072 215 0.14% 0.14% 830 0 0.0% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History Added to 3,361 214 0.0% 0.0% 831 +18 0.54% Q3 2026 Nov 05, 2026
SmartHarvest Portfolios, LLC History Reduced 3,342 213 0.08% 0.08% 833 -129 -3.72% Q3 2026 Oct 26, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 3,042 213 0.01% 0.01% 832 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History New 3,335 212 0.01% — 835 +3,335 New Q3 2026 Oct 08, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 3,329 212 0.01% 0.02% 834 +444 15.39% Q3 2026 Oct 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 2,997 210 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 14, 2026
IBEX WEALTH ADVISORS History No change 2,999 210 0.02% 0.02% 837 0 0.0% Q2 2026 Jul 27, 2026
EVERPAR ADVISORS LLC History No change 3,007 210 0.06% 0.06% 838 0 0.0% Q2 2026 Jul 09, 2026
BOYAR ASSET MANAGEMENT INC. History No change 2,992 209 0.12% 0.12% 839 0 0.0% Q2 2026 Aug 14, 2026
FAS Wealth Partners, Inc. History No change 2,966 207 0.01% 0.01% 840 0 0.0% Q2 2026 Jul 29, 2026
Mayflower Financial Advisors, LLC History No change 2,955 207 0.02% 0.02% 841 0 0.0% Q2 2026 Jul 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,244 206 0.01% 0.02% 843 -408 -11.17% Q3 2026 Nov 02, 2026
OneAscent Financial Services LLC History No change 2,944 206 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 2,941 206 0.01% 0.01% 844 0 0.0% Q2 2026 Jul 23, 2026
Strategic Blueprint, LLC History Reduced 3,200 204 0.01% 0.01% 845 -76 -2.32% Q3 2026 Oct 22, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 3,208 204 0.03% 0.03% 846 -34 -1.05% Q3 2026 Oct 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 3,211 204 0.01% 0.02% 847 0 0.0% Q3 2026 Oct 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 2,896 202 0.01% 0.01% 848 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 2,885 202 0.08% 0.08% 849 0 0.0% Q2 2026 Aug 14, 2026
Stewardship Advisors, LLC History No change 3,166 201 0.04% 0.05% 850 0 0.0% Q3 2026 Oct 20, 2026
GTS SECURITIES LLC History No change 2,857 200 0.0% 0.0% 851 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 2,846 199 0.11% 0.11% 852 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 2,839 198 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 20, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 3,060 195 0.01% 0.01% 854 0 0.0% Q3 2026 Oct 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,698 189 0.04% 0.04% 855 0 0.0% Q2 2026 Jul 17, 2026
Raiffeisen Bank International AG History Reduced 2,853 182 0.0% 0.03% 856 -36,247 -92.7% Q3 2026 Oct 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,760 175 0.0% 0.0% 857 +624 29.21% Q3 2026 Oct 28, 2026
Raleigh Capital Management Inc. History Reduced 2,708 172 0.05% 0.06% 858 -54 -1.96% Q3 2026 Oct 28, 2026
Parkside Financial Bank & Trust History Added to 2,529 161 0.01% 0.01% 859 +326 14.8% Q3 2026 Oct 27, 2026
Bayforest Capital Ltd History Reduced 2,416 154 0.23% 0.37% 860 -3,231 -57.22% Q3 2026 Nov 03, 2026
Strive Financial Group ,LLC History No change 2,195 153 0.07% 0.07% 861 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 2,041 143 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 14, 2026
HARBOUR INVESTMENTS, INC. History No change 2,035 142 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Capital Partners Inc. History No change 2,038 142 0.0% 0.0% 864 0 0.0% Q2 2026 Aug 14, 2026
Corsicana & Co. History No change 2,000 140 0.07% 0.07% 865 0 0.0% Q2 2026 Jul 24, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,138 136 0.01% 0.01% 866 0 0.0% Q3 2026 Oct 09, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 2,100 133 0.0% 0.01% 867 -1,100 -34.38% Q3 2026 Oct 21, 2026
CVA Family Office, LLC History No change 1,889 132 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,843 129 0.01% 0.01% 869 0 0.0% Q2 2026 Jul 31, 2026
Johnson Financial Group, Inc. History No change 1,778 124 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 10, 2026
REAP Financial Group, LLC History Added to 1,941 123 0.02% 0.02% 871 +183 10.41% Q3 2026 Nov 02, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,913 121 0.0% 0.0% 872 -182 -8.69% Q3 2026 Oct 05, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 1,816 115 0.02% 0.02% 873 +133 7.9% Q3 2026 Oct 20, 2026
Elyxium Wealth, LLC History New 1,800 114 0.01% — 875 +1,800 New Q3 2026 Oct 27, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,800 114 0.04% 0.04% 874 0 0.0% Q3 2026 Oct 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Added to 1,742 111 0.03% 0.02% 877 +712 69.13% Q3 2026 Oct 16, 2026
TRUST CO OF VERMONT History Added to 1,742 111 0.0% 0.0% 876 +709 68.64% Q3 2026 Oct 21, 2026
Cromwell Holdings LLC History Added to 1,607 102 0.05% 0.05% 878 +37 2.36% Q3 2026 Oct 28, 2026
Deseret Mutual Benefit Administrators History Reduced 1,585 101 0.03% 0.04% 879 -179 -10.15% Q3 2026 Nov 04, 2026
Basecamp Wealth Advisors LLC History No change 1,440 100 0.02% 0.02% 880 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History Reduced 1,492 95 0.01% 0.01% 881 -70 -4.48% Q3 2026 Oct 20, 2026
Heritage Family Offices, LLP History New 1,468 93 0.03% — 883 +1,468 New Q3 2026 Nov 02, 2026
SJS Investment Consulting Inc. History Added to 1,470 93 0.01% 0.01% 882 +34 2.37% Q3 2026 Oct 26, 2026
Elevated Capital Advisors, LLC History Reduced 1,420 90 0.03% 0.16% 884 -6,867 -82.86% Q3 2026 Nov 04, 2026
True Wealth Design, LLC History Added to 1,416 90 0.02% 0.02% 885 +87 6.55% Q3 2026 Oct 13, 2026
AMERIFLEX GROUP, INC. History No change 1,293 90 0.04% 0.04% 886 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,268 88 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,198 83 0.01% 0.01% 888 0 0.0% Q2 2026 Aug 10, 2026
Jacobi Capital Management LLC History New 1,291 82 0.0% — 890 +1,291 New Q3 2026 Nov 05, 2026
Gen-Wealth Partners Inc History Reduced 1,287 82 0.02% 0.03% 889 -82 -5.99% Q3 2026 Nov 04, 2026
Timbuktu Capital Management, LLC History No change 1,163 81 0.12% 0.12% 891 0 0.0% Q2 2026 Aug 13, 2026
CYBER HORNET ETFs LLC History No change 1,153 80 0.05% 0.05% 892 0 0.0% Q2 2026 Aug 24, 2026
Provenance Wealth Advisors, LLC History New 1,229 78 0.0% — 894 +1,229 New Q3 2026 Oct 30, 2026
Synergy Investment Management, LLC History No change 1,098 78 0.02% 0.02% 893 0 0.0% Q2 2026 Aug 14, 2026
OSLO PENSJONSFORSIKRING AS History Reduced 1,174 74 0.01% 0.01% 895 -654 -35.78% Q3 2026 Oct 15, 2026
Y.D. More Investments Ltd History Added to 1,111 70 0.0% — 896 +839 308.46% Q3 2026 Nov 02, 2026
SBI Securities Co., Ltd. History Reduced 1,067 68 0.0% 0.0% 897 -17 -1.57% Q3 2026 Oct 21, 2026
Owl Creek Wealth Partners LLC History No change 1,077 68 0.02% 0.02% 898 0 0.0% Q3 2026 Oct 20, 2026
Markowski Investments History Added to 1,051 67 0.01% 0.02% 899 +3 0.29% Q3 2026 Oct 30, 2026
Quest 10 Wealth Builders, Inc. History Added to 1,010 64 0.05% 0.05% 900 +150 17.44% Q3 2026 Nov 02, 2026
Manchester Capital Management LLC History Reduced 962 61 0.01% 0.01% 901 -242 -20.1% Q3 2026 Oct 22, 2026
Spire Wealth Management History Added to 964 61 0.0% 0.0% 902 +230 31.34% Q3 2026 Oct 30, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 952 60 0.02% 0.01% 903 +528 124.53% Q3 2026 Oct 07, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 935 59 0.01% 0.01% 904 -390 -29.43% Q3 2026 Oct 07, 2026
Blue Trust, Inc. History Reduced 912 58 0.0% 0.0% 905 -1,050 -53.52% Q3 2026 Oct 15, 2026
WESTPAC BANKING CORP History No change 824 57 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 12, 2026
GoalVest Advisory LLC History Added to 883 56 0.01% 0.01% 907 +203 29.85% Q3 2026 Oct 02, 2026
Geneos Wealth Management Inc. History No change 775 54 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 06, 2026
Graney & King, LLC History No change 771 54 0.02% 0.02% 909 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 817 52 0.01% 0.01% 910 0 0.0% Q3 2026 Oct 08, 2026
Cape Investment Advisory, Inc. History Added to 811 51 0.01% 0.01% 911 +65 8.71% Q3 2026 Oct 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 705 49 0.01% 0.01% 912 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Added to 749 47 0.0% 0.0% 913 +28 3.88% Q3 2026 Oct 08, 2026
Canton Hathaway, LLC History No change 730 46 0.01% 0.01% 914 0 0.0% Q3 2026 Oct 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 648 41 0.01% 0.01% 915 0 0.0% Q3 2026 Nov 03, 2026
PFS Partners, LLC History Added to 628 40 0.02% 0.0% 917 +598 1993.33% Q3 2026 Oct 21, 2026
VALLEY NATIONAL ADVISERS INC History Added to 629 40 0.0% 0.0% 916 +2 0.32% Q3 2026 Oct 23, 2026
Latitude Advisors, LLC History New 620 39 0.01% — 919 +620 New Q3 2026 Oct 27, 2026
Crewe Advisors LLC History No change 559 39 0.0% 0.0% 918 0 0.0% Q2 2026 Jul 23, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 600 38 0.01% 0.01% 920 0 0.0% Q3 2026 Oct 19, 2026
Transamerica Financial Advisors, LLC History No change 545 38 0.0% 0.0% 921 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History Reduced 568 36 0.02% 0.02% 922 -20 -3.4% Q3 2026 Oct 30, 2026
VIRTUS ADVISERS, LLC History No change 504 35 0.01% 0.01% 923 0 0.0% Q2 2026 Aug 11, 2026
Truvestments Capital LLC History No change 512 35 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 12, 2026
Bank of New Hampshire History No change 550 35 0.01% 0.01% 925 0 0.0% Q3 2026 Oct 06, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 500 35 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 542 34 0.01% 0.01% 927 0 0.0% Q3 2026 Oct 15, 2026
Keating Financial Advisory Services, Inc. History No change 497 34 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 11, 2026
Bruce G. Allen Investments, LLC History No change 476 33 0.02% 0.02% 929 0 0.0% Q2 2026 Jul 31, 2026
Westfuller Advisors, LLC History No change 460 32 0.01% 0.01% 930 0 0.0% Q2 2026 Jul 29, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 425 29 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 449 28 0.01% 0.0% 933 +165 58.1% Q3 2026 Oct 19, 2026
Cedar Mountain Advisors, LLC History No change 448 28 0.0% 0.01% 932 0 0.0% Q3 2026 Oct 15, 2026
Golden State Wealth Management, LLC History Reduced 430 27 0.0% 0.0% 934 -16 -3.59% Q3 2026 Nov 02, 2026
Ameliora Wealth Management Ltd. History No change 420 26 0.01% 0.01% 935 0 0.0% Q3 2026 Oct 23, 2026
Ares Financial Consulting, LLC History No change 423 26 0.02% 0.02% 936 0 0.0% Q3 2026 Oct 19, 2026
Ascentis Independent Advisors History New 410 25 0.0% — 941 +410 New Q3 2026 Nov 03, 2026
Cassaday & Co Wealth Management LLC History Added to 405 25 0.0% 0.0% 939 +382 1660.87% Q3 2026 Oct 27, 2026
Private Wealth Management Group, LLC History Added to 397 25 0.01% 0.01% 940 +74 22.91% Q3 2026 Oct 19, 2026
Institute for Wealth Management, LLC. History No change 366 25 0.0% 0.0% 937 0 0.0% Q2 2026 Jul 28, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 359 25 0.01% 0.01% 938 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History Added to 378 24 0.0% 0.0% 942 +28 8.0% Q3 2026 Oct 30, 2026
Smallwood Wealth Investment Management, LLC History No change 378 24 0.01% 0.01% 943 0 0.0% Q3 2026 Oct 30, 2026
WPG Advisers, LLC History No change 383 24 0.01% 0.02% 944 0 0.0% Q3 2026 Oct 27, 2026
ATWOOD & PALMER INC History New 370 23 0.0% — 946 +370 New Q3 2026 Oct 08, 2026
James T. Borello RIA History Reduced 370 23 0.0% 0.01% 945 -2 -0.54% Q3 2026 Oct 16, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 350 22 0.01% 0.01% 948 -350 -50.0% Q3 2026 Oct 30, 2026
MOTCO History No change 319 22 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Trust, LLC History No change 316 22 0.0% 0.0% 949 0 0.0% Q2 2026 Aug 06, 2026
City State Bank History New 333 21 0.0% — 953 +333 New Q3 2026 Oct 20, 2026
Fortitude Family Office, LLC History Added to 342 21 0.0% 0.0% 950 +35 11.4% Q3 2026 Oct 14, 2026
Vanguard National Trust Co History No change 301 21 0.0% 0.0% 951 0 0.0% Q2 2026 Aug 13, 2026
Roxbury Financial LLC History No change 335 21 0.02% 0.02% 952 0 0.0% Q3 2026 Oct 01, 2026
DeDora Capital, Inc. History New 322 20 0.0% — 956 +322 New Q3 2026 Oct 26, 2026
Prudent Man Investment Management, Inc. History New 315 20 0.01% — 957 +315 New Q3 2026 Nov 02, 2026
Silver Grove Financial Group, Inc. History Reduced 320 20 0.01% 0.02% 955 -160 -33.33% Q3 2026 Nov 05, 2026
WEST PACES ADVISORS INC. History No change 328 20 0.0% 0.0% 954 0 0.0% Q3 2026 Oct 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 307 19 0.0% 0.0% 958 +136 79.53% Q3 2026 Nov 04, 2026
Community Financial Services Group, LLC History Added to 300 19 0.0% 0.0% 960 +100 50.0% Q3 2026 Oct 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 310 19 0.0% 0.0% 959 0 0.0% Q3 2026 Oct 22, 2026
Citizens National Bank Trust Department History No change 300 19 0.0% 0.0% 961 0 0.0% Q3 2026 Nov 04, 2026
Hilltop National Bank History No change 306 19 0.0% 0.0% 962 0 0.0% Q3 2026 Oct 14, 2026
Frazier Financial Advisors, LLC History No change 270 18 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 10, 2026
McCarley & Cook Financial Planners History No change 290 18 0.01% 0.02% 964 0 0.0% Q3 2026 Oct 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 277 17 0.0% 0.0% 966 +133 92.36% Q3 2026 Oct 13, 2026
FIRST HORIZON CORP History No change 282 17 0.0% 0.0% 965 0 0.0% Q3 2026 Oct 26, 2026
Leonteq Securities AG History No change 264 16 0.0% 0.0% 967 0 0.0% Q3 2026 Oct 29, 2026
JFS WEALTH ADVISORS, LLC History No change 264 16 0.0% 0.0% 968 0 0.0% Q3 2026 Nov 03, 2026
JPL Wealth Management, LLC History No change 232 16 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History Added to 233 15 0.0% 0.0% 971 +111 90.98% Q3 2026 Oct 27, 2026
ICON ADVISERS INC/CO History No change 225 15 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 217 15 0.0% 0.0% 972 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 232 15 0.01% 0.01% 973 0 0.0% Q2 2026 Jul 09, 2026
CENTRAL TRUST Co History Reduced 234 14 0.0% 0.0% 974 -700 -74.95% Q3 2026 Nov 05, 2026
Physician Wealth Advisors, Inc. History Added to 233 14 0.0% 0.0% 975 +5 2.19% Q3 2026 Oct 20, 2026
Burk Holdings LLC History New 214 13 0.0% — 982 +214 New Q3 2026 Nov 04, 2026
BARRETT & COMPANY, INC. History No change 218 13 0.0% 0.0% 976 0 0.0% Q3 2026 Oct 22, 2026
S&T BANK/PA History No change 196 13 0.0% 0.0% 977 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 210 13 0.0% 0.0% 978 0 0.0% Q3 2026 Oct 27, 2026
Retirement Wealth Solutions LLC History No change 211 13 0.01% 0.01% 979 0 0.0% Q3 2026 Oct 07, 2026
STANCE CAPITAL LLC History No change 199 13 0.0% 0.0% 980 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 198 13 0.01% 0.01% 981 0 0.0% Q2 2026 Jul 21, 2026
Costello Asset Management, INC History Reduced 200 12 0.0% 0.02% 987 -525 -72.41% Q3 2026 Oct 30, 2026
Laurel Wealth Advisors LLC History New 200 12 0.0% — 991 +200 New Q3 2026 Oct 27, 2026
Signature Equity Partners, LLC History Added to 203 12 0.0% — 990 +190 1461.54% Q3 2026 Oct 29, 2026
J.Safra Asset Management Corp History Reduced 194 12 0.0% 0.0% 984 -9 -4.43% Q3 2026 Nov 03, 2026
VISION FINANCIAL MARKETS LLC History No change 200 12 0.01% 0.01% 983 0 0.0% Q3 2026 Oct 22, 2026
Community Bank, N.A. History No change 177 12 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 190 12 0.0% 0.0% 986 0 0.0% Q3 2026 Oct 14, 2026
Salomon & Ludwin, LLC History No change 194 12 0.0% 0.0% 988 0 0.0% Q3 2026 Oct 29, 2026
Boreal Capital Management LLC History No change 173 12 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 159 11 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 05, 2026
MCDONALD PARTNERS LLC History No change 185 11 0.0% 0.0% 993 0 0.0% Q3 2026 Nov 03, 2026
Bogart Wealth, LLC History No change 161 11 0.0% 0.0% 994 0 0.0% Q2 2026 Jul 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 164 11 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 22, 2026
HHM Wealth Advisors, LLC History No change 164 11 0.0% 0.0% 996 0 0.0% Q2 2026 Jul 13, 2026
Central Pacific Bank - Trust Division History No change 173 11 0.0% 0.0% 997 0 0.0% Q3 2026 Oct 05, 2026
United Financial Planning Group LLC History No change 182 11 0.01% 0.01% 998 0 0.0% Q3 2026 Nov 04, 2026
Balance Wealth Partners LLC History New 166 10 0.0% — 1002 +166 New Q3 2026 Oct 27, 2026
DUNCKER STREETT & CO INC History No change 170 10 0.0% 0.0% 999 0 0.0% Q3 2026 Oct 27, 2026
Princeton Global Asset Management LLC History No change 168 10 0.0% 0.0% 1000 0 0.0% Q3 2026 Oct 21, 2026
Prestige Wealth Management Group LLC History No change 144 10 0.0% 0.0% 1001 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History Added to 151 9 0.0% 0.0% 1004 +116 331.43% Q3 2026 Nov 02, 2026
Arlington Trust Co LLC History Added to 143 9 0.0% 0.0% 1006 +66 85.71% Q3 2026 Oct 20, 2026
Rakuten Securities, Inc. History Added to 151 9 0.0% 0.0% 1007 +18 13.53% Q3 2026 Nov 02, 2026
Financial Management Professionals, Inc. History No change 142 9 0.0% 0.0% 1003 0 0.0% Q3 2026 Oct 23, 2026
N.E.W. Advisory Services LLC History No change 132 9 0.0% 0.0% 1005 0 0.0% Q2 2026 Aug 06, 2026
Torren Management, LLC History Added to 126 8 0.0% 0.0% 1010 +1 0.8% Q3 2026 Oct 29, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 123 8 0.0% 0.0% 1008 0 0.0% Q2 2026 Oct 30, 2026
Kemnay Advisory Services Inc. History No change 126 8 0.0% 0.0% 1009 0 0.0% Q2 2026 Aug 14, 2026
NFSG Corp History Reduced 123 7 0.0% 0.0% 1013 -448 -78.46% Q3 2026 Oct 15, 2026
KFG LLC History New 117 7 0.0% — 1020 +117 New Q3 2026 Nov 02, 2026
Joseph Group Capital Management History Added to 120 7 0.0% 0.0% 1014 +14 13.21% Q3 2026 Nov 04, 2026
Avion Wealth History Reduced 122 7 0.0% 0.0% 1012 -1 -0.81% Q3 2026 Nov 03, 2026
Jackson, Grant Investment Advisers, Inc. History No change 112 7 0.0% 0.0% 1011 0 0.0% Q2 2026 Jul 31, 2026
Colonial Trust Co / SC History No change 110 7 0.0% 0.0% 1015 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History No change 120 7 0.0% 0.0% 1016 0 0.0% Q3 2026 Nov 04, 2026
KERR FINANCIAL PLANNING Corp History No change 105 7 0.01% 0.01% 1017 0 0.0% Q2 2026 Jul 02, 2026
Hilton Head Capital Partners, LLC History No change 119 7 0.0% 0.0% 1018 0 0.0% Q3 2026 Oct 23, 2026
Cornerstone Financial Management LLC History No change 112 7 0.01% 0.01% 1019 0 0.0% Q2 2026 Aug 28, 2026
IFS Advisors, LLC History New 100 6 0.0% — 1028 +100 New Q3 2026 Oct 14, 2026
Creative Capital Management Investments LLC History Added to 102 6 0.0% 0.0% 1027 +24 30.77% Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 100 6 0.0% 0.0% 1023 +13 14.94% Q3 2026 Nov 03, 2026
Key FInancial Inc History Added to 100 6 0.0% 0.0% 1024 +9 9.89% Q3 2026 Nov 02, 2026
High Note Wealth, LLC History Added to 100 6 0.0% 0.0% 1025 +9 9.89% Q3 2026 Oct 27, 2026
SouthState Bank Corp History No change 94 6 0.0% 0.0% 1021 0 0.0% Q2 2026 Aug 06, 2026
NBT BANK, N.A. History No change 103 6 0.0% 0.0% 1022 0 0.0% Q3 2026 Oct 21, 2026
Dunhill Financial, LLC History No change 86 6 0.0% 0.0% 1026 0 0.0% Q2 2026 Aug 07, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 83 5 0.0% 0.0% 1032 +26 45.61% Q3 2026 Nov 04, 2026
Triumph Capital Management History Added to 83 5 0.0% 0.0% 1029 +13 18.57% Q3 2026 Oct 14, 2026
SHP Wealth Management History No change 84 5 0.0% 0.0% 1030 0 0.0% Q2 2026 Aug 11, 2026
POM Investment Strategies, LLC History No change 90 5 0.0% 0.01% 1031 0 0.0% Q3 2026 Oct 20, 2026
Principia Wealth Advisory, LLC History No change 82 5 0.0% 0.0% 1033 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 78 5 0.0% 0.0% 1034 0 0.0% Q2 2026 Aug 11, 2026
Dogwood Wealth Management LLC History No change 76 5 0.0% 0.0% 1035 0 0.0% Q2 2026 Jul 06, 2026
Anchor Bay Capital, Inc. History No change 75 5 0.0% 0.0% 1036 0 0.0% Q2 2026 Aug 11, 2026
Asset Dedication, LLC History Reduced 78 4 0.0% 0.0% 1040 -49 -38.58% Q3 2026 Nov 02, 2026
American Capital Advisory, LLC History Added to 67 4 0.0% 0.0% 1043 +8 13.56% Q3 2026 Oct 28, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 68 4 0.0% 0.0% 1037 0 0.0% Q2 2026 Aug 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 68 4 0.0% 0.0% 1038 0 0.0% Q2 2026 Aug 14, 2026
Bangor Savings Bank History No change 75 4 0.0% 0.0% 1039 0 0.0% Q3 2026 Oct 06, 2026
Piscataqua Savings Bank History No change 75 4 0.0% 0.0% 1041 0 0.0% Q3 2026 Oct 21, 2026
Quarry LP History No change 60 4 0.0% 0.0% 1042 0 0.0% Q2 2026 Aug 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 69 4 0.0% 0.01% 1044 0 0.0% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History No change 64 4 0.0% 0.0% 1045 0 0.0% Q3 2026 Oct 30, 2026
PITTENGER & ANDERSON INC History New 48 3 0.0% — 1062 +48 New Q3 2026 Nov 02, 2026
HORIZON FINANCIAL SERVICES, LLC History New 48 3 0.0% — 1063 +48 New Q3 2026 Nov 04, 2026
NVWM, LLC History Reduced 60 3 0.0% 0.0% 1048 -25 -29.41% Q3 2026 Oct 14, 2026
Valued Wealth Advisors LLC History Added to 50 3 0.0% 0.0% 1056 +10 25.0% Q3 2026 Nov 05, 2026
Clark Wealth Partners History Added to 62 3 0.0% 0.0% 1060 +3 5.08% Q3 2026 Oct 16, 2026
DiNuzzo Private Wealth, Inc. History Added to 58 3 0.0% 0.0% 1055 +2 3.57% Q3 2026 Oct 15, 2026
JNBA Financial Advisors History No change 58 3 0.0% 0.0% 1046 0 0.0% Q3 2026 Nov 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 55 3 0.0% 0.0% 1047 0 0.0% Q2 2026 Jul 27, 2026
Global Trust Asset Management, LLC History No change 55 3 0.0% 0.0% 1049 0 0.0% Q3 2026 Oct 19, 2026
Independence Bank of Kentucky History No change 50 3 0.0% 0.0% 1050 0 0.0% Q3 2026 Oct 26, 2026
Rosenberg Matthew Hamilton History No change 53 3 0.0% 0.0% 1051 0 0.0% Q3 2026 Oct 05, 2026
TFC Financial Management, Inc. History No change 61 3 0.0% 0.0% 1052 0 0.0% Q3 2026 Oct 26, 2026
Beaird Harris Wealth Management, LLC History No change 52 3 0.0% 0.0% 1053 0 0.0% Q2 2026 Jul 08, 2026
Kingdom Financial Group LLC. History No change 62 3 0.0% 0.0% 1054 0 0.0% Q3 2026 Nov 04, 2026
Kilter Group LLC History No change 47 3 0.0% 0.0% 1057 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 44 3 0.0% 0.0% 1058 0 0.0% Q2 2026 Aug 04, 2026
Wilkerson Advisory Group LLC History No change 58 3 0.0% 0.0% 1059 0 0.0% Q3 2026 Oct 20, 2026
Oakmont Advisory Group, LLC History No change 47 3 0.0% 0.0% 1061 0 0.0% Q2 2026 Aug 03, 2026
Moisand Fitzgerald Tamayo, LLC History New 45 2 0.0% — 1075 +45 New Q3 2026 Oct 15, 2026
William Mack & Associates, Inc. History New 41 2 0.0% — 1078 +41 New Q3 2026 Oct 27, 2026
Abound Wealth Management History New 40 2 0.0% — 1076 +40 New Q3 2026 Oct 26, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 33 2 0.0% — 1077 +33 New Q3 2026 Oct 15, 2026
COUNTRY TRUST BANK History Added to 41 2 0.0% 0.0% 1066 +25 156.25% Q3 2026 Oct 30, 2026
Center for Financial Planning, Inc. History Added to 47 2 0.0% 0.0% 1067 +4 9.3% Q3 2026 Oct 26, 2026
HM PAYSON & CO History No change 38 2 0.0% 0.0% 1064 0 0.0% Q2 2026 Jul 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 38 2 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 13, 2026
Gleason Group, Inc. History No change 46 2 0.0% 0.0% 1068 0 0.0% Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History No change 42 2 0.0% 0.0% 1069 0 0.0% Q3 2026 Oct 28, 2026
Coston, McIsaac & Partners History No change 31 2 0.0% 0.0% 1070 0 0.0% Q2 2026 Aug 12, 2026
IMG Wealth Management, Inc. History No change 37 2 0.0% 0.0% 1071 0 0.0% Q3 2026 Oct 26, 2026
Kentucky Trust Co History No change 33 2 0.0% 0.0% 1072 0 0.0% Q3 2026 Oct 15, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 39 2 0.0% 0.0% 1073 0 0.0% Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History No change 36 2 0.0% 0.0% 1074 0 0.0% Q2 2026 Aug 10, 2026
First Bancorp, Inc /ME/ History New 29 1 0.0% — 1092 +29 New Q3 2026 Oct 26, 2026
Breakwater Investment Management History New 28 1 0.0% — 1094 +28 New Q3 2026 Oct 20, 2026
MASECO LLP History New 27 1 0.0% — 1098 +27 New Q3 2026 Oct 27, 2026
Meriwether Wealth & Planning, LLC History New 25 1 0.0% — 1096 +25 New Q3 2026 Oct 13, 2026
GK Wealth Management LLC History New 19 1 0.0% — 1097 +19 New Q3 2026 Oct 09, 2026
Mosley Wealth Management History New 18 1 0.0% — 1093 +18 New Q3 2026 Oct 16, 2026
Noble Wealth Management PBC History New 18 1 0.0% — 1095 +18 New Q3 2026 Oct 01, 2026
Nvest Wealth Strategies, Inc. History Added to 24 1 0.0% — 1089 +12 100.0% Q3 2026 Oct 14, 2026
Planning Strategies Inc. History Added to 20 1 0.0% 0.0% 1091 +4 25.0% Q3 2026 Oct 02, 2026
Main Street Group, LTD History Added to 30 1 0.0% 0.0% 1083 +1 3.45% Q3 2026 Oct 28, 2026
Marquette Asset Management, LLC History No change 22 1 0.0% 0.0% 1079 0 0.0% Q3 2026 Oct 09, 2026
FINANCIAL CONSULATE, INC History No change 30 1 0.0% 0.0% 1080 0 0.0% Q3 2026 Oct 23, 2026
Quaker Wealth Management, LLC History No change 16 1 0.0% 0.0% 1081 0 0.0% Q3 2026 Oct 22, 2026
SWAN Capital LLC History No change 25 1 0.0% 0.0% 1082 0 0.0% Q2 2026 Aug 13, 2026
Cherry Tree Wealth Management, LLC History No change 18 1 0.0% 0.0% 1084 0 0.0% Q3 2026 Oct 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 16 1 0.0% 0.0% 1085 0 0.0% Q2 2026 Jul 24, 2026
Navigoe, LLC History No change 18 1 0.0% 0.0% 1086 0 0.0% Q3 2026 Nov 03, 2026
Investors Portfolio Services LLC History No change 15 1 0.0% 0.0% 1087 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 23 1 0.0% 0.0% 1088 0 0.0% Q2 2026 Jul 15, 2026
Phillip James Consulting Co. History No change 19 1 0.0% 0.0% 1090 0 0.0% Q3 2026 Nov 03, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.05% — -197,090 -100.0% Q3 2026 Nov 02, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.68% — -84,064 -100.0% Q3 2026 Nov 03, 2026
Convergence Investment Partners, LLC History Closed out 0 0 — 0.42% — -63,472 -100.0% Q3 2026 Oct 28, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.39% — -44,000 -100.0% Q3 2026 Nov 03, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.53% — -34,000 -100.0% Q3 2026 Nov 03, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Closed out 0 0 — 0.06% — -24,031 -100.0% Q3 2026 Oct 26, 2026
Formuepleje A/S History Closed out 0 0 — 0.13% — -24,029 -100.0% Q3 2026 Oct 15, 2026
Point Nemo Capital, LLC History Closed out 0 0 — 0.77% — -21,565 -100.0% Q3 2026 Nov 03, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.44% — -14,675 -100.0% Q3 2026 Oct 27, 2026
United Asset Strategies, Inc. History Closed out 0 0 — 0.05% — -10,184 -100.0% Q3 2026 Oct 28, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.01% — -9,574 -100.0% Q3 2026 Oct 15, 2026
46 Peaks LLC History Closed out 0 0 — 0.34% — -7,816 -100.0% Q3 2026 Nov 03, 2026
Elevated Financial Group LLC History Closed out 0 0 — 0.09% — -4,932 -100.0% Q3 2026 Oct 16, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.11% — -3,994 -100.0% Q3 2026 Oct 14, 2026
Capstone Wealth Management, LLC History Closed out 0 0 — 0.13% — -3,972 -100.0% Q3 2026 Nov 02, 2026
CHECK CAPITAL MANAGEMENT INC/CA History Closed out 0 0 — 0.01% — -3,800 -100.0% Q3 2026 Nov 05, 2026
QTR Family Wealth, LLC History Closed out 0 0 — 0.09% — -3,732 -100.0% Q3 2026 Nov 02, 2026
Challenger Wealth Management History Closed out 0 0 — 0.17% — -3,268 -100.0% Q3 2026 Oct 29, 2026
Virtus Wealth Solutions LLC History Closed out 0 0 — 0.03% — -3,190 -100.0% Q3 2026 Nov 03, 2026
Moss Adams Wealth Advisors LLC History Closed out 0 0 — 0.01% — -3,168 -100.0% Q3 2026 Oct 28, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.0% — -3,135 -100.0% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -3,135 -100.0% Q3 2026 Oct 20, 2026
Gryphon Financial Partners LLC History Closed out 0 0 — 0.02% — -3,123 -100.0% Q3 2026 Nov 04, 2026
Platform Technology Partners History Closed out 0 0 — 0.03% — -2,998 -100.0% Q3 2026 Nov 02, 2026
Signal Advisors Wealth, LLC History Closed out 0 0 — 0.01% — -2,985 -100.0% Q3 2026 Oct 13, 2026
Investment Research Partners LLC History Closed out 0 0 — 0.07% — -2,982 -100.0% Q3 2026 Oct 19, 2026
Edgemoor Investment Advisors, Inc. History Closed out 0 0 — 0.01% — -2,939 -100.0% Q3 2026 Nov 03, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.03% — -1,900 -100.0% Q3 2026 Nov 05, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,135 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -335 -100.0% Q3 2026 Oct 16, 2026
Decker Retirement Planning Inc. History Closed out 0 0 — 0.0% — -205 -100.0% Q3 2026 Oct 19, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -98 -100.0% Q3 2026 Nov 05, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -97 -100.0% Q3 2026 Oct 15, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -96 -100.0% Q3 2026 Oct 23, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2026 Oct 15, 2026
DT Investment Partners, LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q3 2026 Oct 27, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 21, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q3 2026 Oct 20, 2026
MONTAG A & ASSOCIATES INC History New 15 0 — — — +15 New Q3 2026 Oct 29, 2026
Acumen Wealth Advisors, LLC History New 15 0 — — — +15 New Q3 2026 Nov 05, 2026
Oakworth Capital, Inc. History New 12 0 — — — +12 New Q3 2026 Oct 26, 2026
Ashurst Perkins Coie Trust Co History New 10 0 — — — +10 New Q3 2026 Oct 14, 2026
Three Bridge Wealth Advisors, LLC History New 10 0 — — — +10 New Q3 2026 Nov 05, 2026
Align Financial, LLC History New 8 0 — — — +8 New Q3 2026 Oct 16, 2026
ALBION FINANCIAL GROUP /UT History New 7 0 — — — +7 New Q3 2026 Oct 21, 2026
Davis Capital Management History Reduced 15 0 — 0.0% — -6 -28.57% Q3 2026 Oct 08, 2026
Centerpoint Advisors, LLC History New 6 0 — — — +6 New Q3 2026 Nov 05, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Nov 04, 2026
DecisionPoint Financial, LLC History Added to 14 0 — — — +5 55.56% Q3 2026 Oct 27, 2026
Fairscale Capital, LLC History New 5 0 — — — +5 New Q3 2026 Nov 04, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 15, 2026
Spectrum Wealth Advisory Group, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 29, 2026
BIRCH FINANCIAL GROUP, LLC History New 4 0 — — — +4 New Q3 2026 Oct 27, 2026
BOK Financial Private Wealth, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
WestEnd Advisors, LLC History No change 15 0 — 0.0% — 0 0.0% Q3 2026 Oct 27, 2026
Westside Investment Management, Inc. History No change 10 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Game Plan Financial Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
United Community Bank History No change 14 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Bare Financial Services, Inc History No change 11 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Seneschal Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Redwood Park Advisors LLC History No change 7 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Sunrise Financial Services, LLC History No change 11 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
NorthAvenue LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Medallion Wealth Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
3 FACTOR INDEXING, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Essential Investment Partners LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Highland Investment Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026