CHEMED CORP - CHE

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 1,484,282 691,289 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 972,474 446,210 0.16% 0.16% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 787,068 366,569 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 604,420 281,502 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 453,238 211,048 0.25% 0.25% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 444,716 207,122 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 413,942 192,816 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 403,395 185,805 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 280,684 130,747 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 04, 2026
Epoch Investment Partners, Inc. History No change 267,290 124,487 0.71% 0.71% 10 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 260,561 121,347 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 256,263 119,351 0.1% 0.1% 12 0 0.0% Q2 2026 Aug 04, 2026
River Road Asset Management, LLC History No change 237,927 110,812 1.23% 1.23% 13 0 0.0% Q2 2026 Jul 17, 2026
MORGAN STANLEY History No change 232,302 108,193 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 219,988 102,457 0.28% 0.28% 15 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 219,788 102,363 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 11, 2026
Boston Trust Walden Corp History No change 201,275 93,741 0.71% 0.71% 17 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 199,148 92,751 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 183,938 85,667 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 170,358 79,342 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 166,149 77,382 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 163,404 76,103 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
Van Berkom & Associates Inc. History No change 162,809 75,827 2.44% 2.44% 23 0 0.0% Q2 2026 Aug 05, 2026
Invesco Ltd. History No change 150,368 70,032 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
Copeland Capital Management, LLC History No change 145,007 67,535 1.39% 1.39% 25 0 0.0% Q2 2026 Aug 04, 2026
SG Americas Securities, LLC History No change 132,350 61,641 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 07, 2026
DekaBank Deutsche Girozentrale History No change 155,267 57,871 0.1% 0.1% 27 0 0.0% Q2 2026 Aug 05, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 119,717 55,756 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 106,497 49,599 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 103,610 48,255 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 92,737 44,594 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 95,136 44,308 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 94,045 43,800 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 93,085 43,353 0.1% 0.1% 34 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 91,789 42,749 0.18% 0.18% 35 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 91,254 42,500 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 90,567 42,180 0.39% 0.39% 37 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 83,961 39,103 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 74,460 34,679 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History No change 70,761 32,956 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 64,080 29,844 0.2% 0.2% 41 0 0.0% Q2 2026 Aug 12, 2026
BARINGTON COMPANIES MANAGEMENT, LLC History No change 60,100 27,990 19.69% 19.69% 42 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 56,975 26,535 0.01% 0.01% 43 0 0.0% Q2 2026 Sep 23, 2026
Amundi History No change 53,856 25,082 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 53,732 25,026 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
Eversept Partners, LP History No change 52,523 24,462 1.27% 1.27% 46 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 52,999 24,425 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 06, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 51,013 23,758 0.12% 0.12% 48 0 0.0% Q2 2026 Jul 17, 2026
RHUMBLINE ADVISERS History No change 51,000 23,752 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 50,404 23,475 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 48,477 22,577 0.11% 0.11% 51 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 47,510 22,126 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 13, 2026
Aristotle Capital Boston, LLC History No change 44,114 20,545 1.38% 1.38% 53 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History No change 41,398 19,262 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History No change 40,795 18,999 0.09% 0.09% 55 0 0.0% Q2 2026 Jul 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 40,056 18,655 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 14, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 36,631 18,501 0.41% 0.35% 57 +103 0.28% Q3 2026 Oct 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 39,638 18,461 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 39,080 18,201 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 38,865 18,100 0.06% 0.06% 60 0 0.0% Q2 2026 Aug 06, 2026
LONE PEAK GLOBAL INVESTORS LLC History No change 37,099 17,278 2.38% 2.38% 61 0 0.0% Q2 2026 Aug 10, 2026
HRT FINANCIAL LP History No change 36,849 17,162 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 34,631 16,128 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 34,200 15,928 0.05% 0.05% 64 0 0.0% Q2 2026 Jul 28, 2026
Nuveen, LLC History No change 32,246 15,018 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 31,405 14,626 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 30,560 14,233 0.09% 0.09% 67 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 30,135 14,035 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 04, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 30,000 13,972 0.15% 0.15% 69 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 29,268 13,631 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 28,125 13,098 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 27,774 12,935 0.08% 0.08% 72 0 0.0% Q2 2026 Sep 08, 2026
CITADEL ADVISORS LLC History No change 26,800 12,481 0.0% 0.0% 73 0 0.0% Q2 2026 Sep 02, 2026
CABOT WEALTH MANAGEMENT INC History No change 26,608 12,392 1.26% 1.26% 74 0 0.0% Q2 2026 Jul 31, 2026
Swiss National Bank History No change 26,220 12,211 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 25,772 12,002 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 24,500 11,410 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 24,481 11,401 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 24,467 11,395 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 23,682 11,029 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
Bahl & Gaynor LLC History No change 22,619 10,534 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 22,325 10,397 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 22,100 10,292 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Crawford Fund Management, LLC History No change 21,975 10,234 1.57% 1.57% 84 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History No change 20,565 9,577 0.48% 0.48% 85 0 0.0% Q2 2026 Aug 04, 2026
GAMCO INVESTORS, INC. ET AL History No change 20,528 9,560 0.09% 0.09% 86 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 20,399 9,500 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 19,927 9,280 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 19,500 9,081 0.04% 0.04% 89 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History No change 18,829 8,769 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 18,699 8,708 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
DRH Investments, Inc. History No change 18,616 8,670 6.86% 6.86% 92 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 18,574 8,650 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 18,024 8,394 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 17,725 8,255 0.06% 0.06% 95 0 0.0% Q2 2026 Aug 12, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 17,052 7,942 0.04% 0.04% 96 0 0.0% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History No change 16,747 7,799 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 07, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 16,548 7,707 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 16,380 7,628 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 16,348 7,613 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 24, 2026
BANK OF NOVA SCOTIA History No change 16,300 7,591 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 15,913 7,412 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 14,885 6,932 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 14,521 6,763 0.07% 0.07% 104 0 0.0% Q2 2026 Aug 03, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 14,273 6,647 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 14,106 6,569 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 13,926 6,485 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 05, 2026
CITIGROUP INC History No change 13,872 6,460 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 03, 2026
VAN ECK ASSOCIATES CORP History No change 13,437 6,258 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 13,435 6,257 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 13,382 6,232 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 13,104 6,104 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 16,087 6,076 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 12,710 5,919 0.07% 0.07% 114 0 0.0% Q2 2026 Aug 13, 2026
Vest Financial, LLC History No change 12,455 5,800 0.06% 0.06% 115 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,366 5,759 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 19, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 12,321 5,738 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 23, 2026
HSBC HOLDINGS PLC History No change 12,346 5,728 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 12,232 5,696 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 12,183 5,674 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 12,159 5,663 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 12,129 5,648 0.06% 0.06% 122 0 0.0% Q2 2026 Aug 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 12,096 5,633 0.3% 0.3% 123 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 11,300 5,262 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 11,499 5,250 0.01% 0.01% 125 0 0.0% Q2 2026 Jul 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 11,095 5,167 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 11,252 5,165 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 10,923 5,087 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 10, 2026
Formidable Asset Management, LLC History No change 13,148 5,079 0.81% 0.81% 129 0 0.0% Q2 2026 Jul 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 10,660 4,964 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 06, 2026
XTX Topco Ltd History No change 10,413 4,849 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 14, 2026
Covea Finance History No change 9,900 4,610 0.15% 0.15% 132 0 0.0% Q2 2026 Jul 13, 2026
Schonfeld Strategic Advisors LLC History No change 9,883 4,602 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 9,530 4,438 0.1% 0.1% 134 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 9,475 4,412 0.0% 0.0% 135 0 0.0% Q2 2026 Sep 09, 2026
AMERICAN CENTURY COMPANIES INC History No change 9,471 4,411 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 8,887 4,139 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 8,576 3,994 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 13, 2026
Strong Retirement Solutions LLC History Reduced 7,635 3,856 2.17% 2.31% 139 -658 -7.93% Q3 2026 Oct 07, 2026
Abacus FCF Advisors LLC History No change 8,239 3,837 0.71% 0.71% 140 0 0.0% Q2 2026 Aug 10, 2026
CANADA LIFE ASSURANCE Co History No change 8,193 3,814 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 8,101 3,772 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 8,062 3,754 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 7,962 3,708 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 7,564 3,523 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 04, 2026
Second Line Capital, LLC History No change 7,556 3,519 0.66% 0.66% 146 0 0.0% Q2 2026 Sep 02, 2026
LRT Capital Management, LLC History No change 7,332 3,414 2.22% 2.22% 147 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,025 3,271 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 6,924 3,224 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 23, 2026
STIFEL FINANCIAL CORP History No change 6,571 3,060 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 6,514 3,033 0.0% 0.0% 151 0 0.0% Q2 2026 Sep 02, 2026
MetLife Investment Management, LLC History No change 6,388 2,975 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History No change 6,365 2,964 0.65% 0.65% 153 0 0.0% Q2 2026 Aug 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 6,310 2,938 0.19% 0.19% 154 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 6,160 2,868 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History No change 6,082 2,833 0.02% 0.02% 156 0 0.0% Q2 2026 Jul 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,820 2,710 0.02% 0.02% 157 0 0.0% Q2 2026 Jul 23, 2026
KLP KAPITALFORVALTNING AS History No change 5,620 2,617 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
CAXTON ASSOCIATES LLP History No change 5,601 2,608 0.05% 0.05% 159 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 5,551 2,585 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 5,417 2,522 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 5,391 2,510 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 5,201 2,422 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 5,201 2,422 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,136 2,392 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Global Advisers, LLC History No change 5,129 2,388 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Polar Capital Holdings Plc History No change 5,098 2,374 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 5,072 2,362 0.04% 0.04% 168 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 5,024 2,339 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 4,981 2,319 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 4,925 2,293 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 4,882 2,273 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 27, 2026
State of New Jersey Common Pension Fund D History No change 4,835 2,251 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 04, 2026
Waterloo Capital, L.P. History No change 4,797 2,234 0.13% 0.13% 174 0 0.0% Q2 2026 Jul 29, 2026
Mendel Money Management History No change 4,726 2,201 0.81% 0.81% 175 0 0.0% Q2 2026 Jul 30, 2026
Park Place Capital Corp History No change 4,668 2,174 0.35% 0.35% 176 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 4,652 2,167 0.01% 0.01% 177 0 0.0% Q2 2026 Jul 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 4,628 2,155 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 07, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 4,533 2,111 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
Eukles Asset Management History No change 4,479 2,086 0.86% 0.86% 180 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 4,390 2,044 0.11% 0.11% 181 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 4,225 1,968 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,032 1,877 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 3,929 1,829 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 16, 2026
Louisiana State Employees Retirement System History No change 3,900 1,816 0.03% 0.03% 185 0 0.0% Q2 2026 Jul 21, 2026
Summit Trail Advisors, LLC History No change 3,899 1,815 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,840 1,788 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 3,758 1,750 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 3,725 1,734 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 3,705 1,725 0.07% 0.07% 190 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 3,668 1,708 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 3,659 1,704 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 3,609 1,680 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 3,534 1,645 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 3,440 1,602 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,406 1,586 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
C WorldWide Group Holding A/S History No change 3,347 1,559 0.04% 0.04% 197 0 0.0% Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History No change 3,284 1,529 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 3,260 1,518 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 3,237 1,507 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 3,206 1,493 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 3,178 1,480 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,115 1,450 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 3,109 1,447 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 3,106 1,446 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 20, 2026
KBC Group NV History No change 3,101 1,444 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 05, 2026
Hanson & Doremus Investment Management History No change 3,065 1,427 0.15% 0.15% 207 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Asset Management, LLC History No change 3,056 1,423 0.31% 0.31% 208 0 0.0% Q2 2026 Jul 09, 2026
Tidal Investments LLC History No change 3,012 1,402 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 3,000 1,397 0.04% 0.04% 210 0 0.0% Q2 2026 Jul 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 2,985 1,390 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 2,961 1,379 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
L2 Asset Management, LLC History No change 2,911 1,355 0.14% 0.14% 213 0 0.0% Q2 2026 Aug 13, 2026
Sivia Capital Partners, LLC History No change 2,850 1,327 0.16% 0.16% 214 0 0.0% Q2 2026 Jul 23, 2026
Tailwinds Wealth, LLC History No change 2,780 1,294 0.76% 0.76% 215 0 0.0% Q2 2026 Jul 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 2,719 1,266 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 28, 2026
AMICA MUTUAL INSURANCE CO History No change 2,714 1,264 0.11% 0.11% 217 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 2,674 1,245 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,673 1,244 0.05% 0.05% 219 0 0.0% Q2 2026 Aug 06, 2026
Fortune Financial Advisors, LLC History No change 2,669 1,243 0.53% 0.53% 220 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 2,643 1,230 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 2,606 1,213 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 11, 2026
Hunter Perkins Capital Management, LLC History No change 2,521 1,174 0.26% 0.26% 223 0 0.0% Q2 2026 Jul 16, 2026
MARSHALL WACE, LLP History No change 2,492 1,160 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,478 1,154 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 07, 2026
OP Asset Management Ltd History No change 2,442 1,137 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,384 1,110 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 2,349 1,094 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 10, 2026
FIRST FINANCIAL BANKSHARES INC History No change 2,308 1,074 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 11, 2026
South Dakota Investment Council History No change 2,289 1,066 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 2,229 1,038 0.22% 0.22% 231 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,186 1,018 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Resona Asset Management Co.,Ltd. History No change 2,150 1,001 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 29, 2026
Focus Partners Advisor Solutions, LLC History No change 2,142 997 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History No change 2,132 992 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 30, 2026
Trust Point Inc. History No change 2,114 984 0.08% 0.08% 236 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Advisors, LLC History No change 2,091 973 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 2,060 959 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 2,053 956 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,000 931 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 21, 2026
NICOLET BANKSHARES INC History No change 2,000 931 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 1,994 928 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 07, 2026
Magnetar Financial LLC History No change 1,932 899 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 1,908 888 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 1,903 886 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 1,893 881 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 1,884 877 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 1,874 872 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,853 863 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 22, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 1,849 861 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 06, 2026
Bull Harbor Capital LLC History No change 1,849 861 0.17% 0.17% 251 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 1,691 850 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 29, 2026
Lord & Richards Wealth Management, LLC History No change 1,793 834 0.65% 0.65% 253 0 0.0% Q2 2026 Jul 21, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 1,774 826 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 1,764 821 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,771 820 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 1,753 816 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 1,741 810 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 17, 2026
MANGROVE PARTNERS IM, LLC History No change 1,723 802 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 1,664 774 0.28% 0.28% 260 0 0.0% Q2 2026 Jul 10, 2026
HighTower Advisors, LLC History No change 1,646 766 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,636 761 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 1,602 746 0.05% 0.05% 263 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 1,580 735 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 10, 2026
Hennion & Walsh Asset Management, Inc. History No change 1,537 715 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 08, 2026
Campbell & CO Investment Adviser LLC History No change 1,522 708 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 03, 2026
First Heartland Consultants, Inc. History Reduced 1,400 707 0.05% 0.04% 267 -4 -0.28% Q3 2026 Oct 08, 2026
Kestra Advisory Services, LLC History No change 1,516 706 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 28, 2026
Linden Thomas Advisory Services, LLC History No change 1,507 701 0.06% 0.06% 269 0 0.0% Q2 2026 Jul 16, 2026
Pacer Advisors, Inc. History No change 1,502 700 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Krilogy Financial LLC History No change 1,496 696 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 27, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 1,493 695 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 10, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 1,473 686 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 1,452 676 0.07% 0.07% 274 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 1,443 672 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 1,432 667 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History No change 1,400 652 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 30, 2026
Sterling Capital Management LLC History No change 1,390 647 0.01% 0.01% 278 0 0.0% Q2 2026 Jul 28, 2026
Vise Technologies, Inc. History No change 1,386 645 0.01% 0.01% 279 0 0.0% Q2 2026 Aug 10, 2026
denkapparat Operations GmbH History No change 1,370 638 0.21% 0.21% 280 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 1,363 634 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 11, 2026
LECAP ASSET MANAGEMENT LTD History No change 1,337 622 0.27% 0.27% 282 0 0.0% Q2 2026 Jul 30, 2026
Prime Capital Investment Advisors, LLC History No change 1,334 621 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 05, 2026
Swiss Life Asset Management Ltd History No change 1,327 618 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,309 609 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 1,306 608 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 1,301 605 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 1,274 593 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Added to 1,161 586 0.0% 0.0% 290 +239 25.92% Q3 2026 Oct 08, 2026
FEDERATED HERMES, INC. History No change 1,260 586 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History No change 1,229 572 0.04% 0.04% 291 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 1,209 563 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Investment Partners, LLC History No change 1,206 561 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 07, 2026
Abbot Financial Management, Inc. History No change 1,200 558 0.19% 0.19% 294 0 0.0% Q2 2026 Aug 06, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 1,175 547 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 17, 2026
Waverly Advisors, LLC History No change 1,173 546 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,173 546 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 1,163 541 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 29, 2026
WADDELL & ASSOCIATES, LLC History No change 1,158 539 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,148 534 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 07, 2026
MARIPAU WEALTH MANAGEMENT LLC History No change 1,132 529 0.19% 0.19% 301 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 1,130 526 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 05, 2026
Ethic Inc. History No change 1,119 521 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 1,111 517 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 27, 2026
TFO Wealth Partners, LLC History No change 1,109 516 0.06% 0.06% 305 0 0.0% Q2 2026 Aug 10, 2026
POSTROCK PARTNERS LLC History No change 1,103 513 0.21% 0.21% 306 0 0.0% Q2 2026 Jul 24, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 971 495 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 23, 2026
Clarus Group, Inc. History No change 1,061 494 0.17% 0.17% 308 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 1,053 490 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 1,023 476 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 12, 2026
VIRTUS ADVISERS, LLC History No change 1,017 473 0.18% 0.18% 311 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 1,010 470 0.01% 0.01% 312 0 0.0% Q2 2026 Aug 11, 2026
AVIVA PLC History No change 1,009 469 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
6th Street Advisors, LLC History No change 1,002 466 0.27% 0.27% 314 0 0.0% Q2 2026 Jul 23, 2026
Advisors Asset Management, Inc. History No change 997 464 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 1,231 464 0.03% 0.03% 316 0 0.0% Q2 2026 Jul 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 982 457 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 983 457 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 972 452 0.03% 0.03% 319 0 0.0% Q2 2026 Aug 04, 2026
Pinnacle Financial Partners, Inc. History No change 971 452 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 967 450 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 11, 2026
W.H. Cornerstone Investments Inc. History No change 965 449 0.25% 0.25% 322 0 0.0% Q2 2026 Aug 07, 2026
Frec Markets, Inc. History No change 917 427 0.04% 0.04% 323 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 893 415 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 23, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 880 409 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 25, 2026
Vestcor Inc History No change 864 402 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 844 393 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 830 386 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 07, 2026
Sunburst Financial Group, LLC History No change 812 378 0.06% 0.06% 329 0 0.0% Q2 2026 Jul 08, 2026
Renasant Bank History No change 806 375 0.24% 0.24% 330 0 0.0% Q2 2026 Aug 11, 2026
TrustBank History No change 807 375 0.13% 0.13% 331 0 0.0% Q2 2026 Jul 20, 2026
Maryland State Retirement & Pension System History No change 804 374 0.01% 0.01% 332 0 0.0% Q2 2026 Jul 30, 2026
NorthCrest Asset Manangement, LLC History No change 750 367 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 15, 2026
KFG WEALTH MANAGEMENT, LLC History No change 788 366 0.04% 0.04% 334 0 0.0% Q2 2026 Jul 22, 2026
NOMURA HOLDINGS INC History No change 779 362 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 769 358 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 758 353 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 760 353 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 748 348 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 730 339 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 11, 2026
Curi Capital, LLC History No change 729 339 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 665 335 0.01% 0.01% 343 +45 7.26% Q3 2026 Oct 08, 2026
Catalyst Funds Management Pty Ltd History No change 721 335 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 10, 2026
Diversified Enterprises, LLC History No change 710 330 0.02% 0.02% 344 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 706 328 0.0% 0.0% 345 0 0.0% Q2 2026 Jul 28, 2026
EQUITABLE TRUST CO History No change 697 324 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 693 322 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 689 321 0.02% 0.02% 348 0 0.0% Q2 2026 Aug 04, 2026
Utah Retirement Systems History No change 679 316 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 14, 2026
MBE Wealth Management, LLC History No change 675 314 0.11% 0.11% 350 0 0.0% Q2 2026 Jul 24, 2026
D.A. DAVIDSON & CO. History No change 667 310 0.0% 0.0% 351 0 0.0% Q2 2026 Jul 24, 2026
Welch Group, LLC History No change 660 307 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 23, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 655 305 0.14% 0.14% 353 0 0.0% Q2 2026 Jul 16, 2026
Savvy Advisors, Inc. History No change 655 305 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 03, 2026
West Family Investments, Inc. History No change 653 304 0.09% 0.09% 355 0 0.0% Q2 2026 Aug 10, 2026
WEST BANCORPORATION INC History No change 650 302 0.13% 0.13% 356 0 0.0% Q2 2026 Jul 23, 2026
Callan Family Office, LLC History No change 646 300 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 644 299 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 644 299 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 24, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 641 298 0.04% 0.04% 360 0 0.0% Q2 2026 Aug 07, 2026
Storgate, LLC History No change 639 297 0.06% 0.06% 361 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 630 293 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 11, 2026
GSA CAPITAL PARTNERS LLP History No change 612 285 0.02% 0.02% 363 0 0.0% Q2 2026 Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 613 285 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 613 285 0.02% 0.02% 365 0 0.0% Q2 2026 Jul 23, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 611 284 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 609 283 0.13% 0.13% 367 0 0.0% Q2 2026 Aug 10, 2026
JERICHO FINANCIAL, LLP History No change 601 280 0.15% 0.15% 368 0 0.0% Q2 2026 Aug 12, 2026
111 Capital History No change 602 280 0.05% 0.05% 369 0 0.0% Q2 2026 Aug 04, 2026
Inspire Advisors, LLC History No change 598 279 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 13, 2026
Caerus Investment Advisors, LLC History No change 601 279 0.09% 0.09% 371 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 597 278 0.01% 0.01% 372 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 595 277 0.0% 0.0% 373 0 0.0% Q2 2026 Sep 08, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 594 276 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 29, 2026
RIVERBRIDGE PARTNERS LLC History No change 588 273 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 585 272 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 11, 2026
McAdam, LLC History No change 586 272 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 583 271 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 583 271 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 572 266 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 573 266 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 22, 2026
Voleon Capital Management LP History No change 571 265 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
BROGAN FINANCIAL, INC. History No change 568 264 0.11% 0.11% 383 0 0.0% Q2 2026 Aug 13, 2026
Ellsworth Advisors, LLC History No change 535 263 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 558 259 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 12, 2026
HighPoint Advisor Group LLC History No change 553 257 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 05, 2026
R Squared Ltd History No change 550 256 0.13% 0.13% 387 0 0.0% Q2 2026 Aug 05, 2026
Central Pacific Bank - Trust Division History Reduced 500 252 0.03% 0.04% 388 -321 -39.1% Q3 2026 Oct 05, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 540 251 0.01% 0.01% 389 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 538 250 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 518 241 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 513 238 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 512 238 0.01% 0.01% 393 0 0.0% Q2 2026 Jul 17, 2026
Capstone Wealth Management, LLC History No change 509 237 0.11% 0.11% 394 0 0.0% Q2 2026 Jul 23, 2026
Gallacher Capital Management LLC History No change 503 234 0.13% 0.13% 395 0 0.0% Q2 2026 Jul 16, 2026
SYON CAPITAL LLC History No change 504 234 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 14, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 502 233 0.02% 0.02% 397 0 0.0% Q2 2026 Aug 14, 2026
Bluespring Wealth Management, LLC History No change 498 231 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 493 229 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 492 229 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 10, 2026
Somerset Trust Co History No change 490 228 0.06% 0.06% 401 0 0.0% Q2 2026 Jul 06, 2026
Claret Asset Management Corp History No change 490 228 0.02% 0.02% 402 0 0.0% Q2 2026 Jul 27, 2026
Parcion Private Wealth LLC History No change 479 223 0.01% 0.01% 403 0 0.0% Q2 2026 Jul 27, 2026
Soltis Investment Advisors LLC History No change 471 219 0.01% 0.01% 404 0 0.0% Q2 2026 Jul 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 470 218 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History No change 467 217 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 03, 2026
Crossmark Global Holdings, Inc. History No change 468 217 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 16, 2026
Rothschild Wealth LLC History No change 465 216 0.02% 0.02% 408 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 460 214 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 461 214 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 458 213 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 20, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 454 211 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 11, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 454 211 0.02% 0.02% 413 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 453 210 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 04, 2026
Stonebridge Capital Advisors LLC History No change 450 209 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 12, 2026
BARD ASSOCIATES INC History No change 447 208 0.05% 0.05% 416 0 0.0% Q2 2026 Aug 11, 2026
RIVERSEDGE ADVISORS, LLC History No change 447 208 0.03% 0.03% 417 0 0.0% Q2 2026 Jul 16, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 445 207 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 425 206 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 27, 2026
STRS OHIO History No change 442 205 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 30, 2026
SHELTON CAPITAL MANAGEMENT History No change 430 200 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History No change 430 200 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 28, 2026
Essex Financial Services, Inc. History No change 430 200 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 10, 2026
McMillan Office, Inc. History No change 400 186 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 394 184 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 337 156 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History No change 325 151 0.02% 0.02% 427 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 320 148 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 316 147 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 17, 2026
SIGNATUREFD, LLC History No change 286 133 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 23, 2026
Eurizon Capital SGR S.p.A. History No change 243 111 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 29, 2026
CGC Financial Services, LLC History No change 229 106 0.02% 0.02% 432 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 225 104 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 224 104 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 225 104 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 209 97 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 200 93 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 23, 2026
Covestor Ltd History No change 189 88 0.05% 0.05% 438 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 183 85 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 16, 2026
WHITTIER TRUST CO History No change 157 75 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History No change 161 74 0.02% 0.02% 441 0 0.0% Q2 2026 Jul 23, 2026
Gen-Wealth Partners Inc History No change 159 74 0.02% 0.02% 442 0 0.0% Q2 2026 Aug 10, 2026
Employees Retirement System of Texas History No change 142 66 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 143 66 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 139 64 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 28, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 112 52 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 110 51 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 104 48 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 06, 2026
HM PAYSON & CO History No change 103 47 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 80 37 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 72 36 0.0% 0.0% 451 -9 -11.11% Q3 2026 Oct 05, 2026
Versant Capital Management, Inc History Reduced 71 35 0.0% 0.0% 452 -5 -6.58% Q3 2026 Oct 01, 2026
Keating Financial Advisory Services, Inc. History No change 77 35 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History No change 74 34 0.0% 0.0% 454 0 0.0% Q2 2026 Sep 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 72 33 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 73 33 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 07, 2026
FIRST HORIZON CORP History No change 69 32 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 20, 2026
SJS Investment Consulting Inc. History No change 65 30 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 22, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 58 27 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 59 27 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 14, 2026
SMA Capital LLC History No change 59 27 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 14, 2026
Monetary Solutions, Ltd History No change 58 27 0.02% 0.02% 462 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 47 23 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 29, 2026
Financial Management Professionals, Inc. History No change 44 20 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 09, 2026
BROWN BROTHERS HARRIMAN & CO History No change 42 19 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Centerpoint Advisors, LLC History No change 41 19 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 37 17 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 14, 2026
Estabrook Capital Management History No change 35 16 0.0% 0.0% 468 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 36 16 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 34 15 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History No change 32 14 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 18, 2026
Salomon & Ludwin, LLC History No change 31 14 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 28 13 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 30, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 27 12 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History No change 21 10 0.01% 0.0% 475 0 0.0% Q3 2026 Oct 07, 2026
Basecamp Wealth Advisors LLC History No change 23 10 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 20 9 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 20 9 0.0% 0.0% 478 0 0.0% Q2 2026 Jul 15, 2026
SIMPLEX TRADING, LLC History No change 19 8 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 18 8 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 07, 2026
Harborfront Financial Group LLC History No change 15 7 0.03% 0.03% 481 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 15 6 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 16, 2026
AMERIFLEX GROUP, INC. History No change 14 6 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 11 5 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 12 5 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 12 5 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History No change 11 5 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 20, 2026
Aventura Private Wealth, LLC History No change 12 5 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 9 4 0.0% 0.0% 490 -1 -10.0% Q3 2026 Oct 07, 2026
SouthState Bank Corp History No change 9 4 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 06, 2026
Altshuler Shaham Ltd History No change 10 4 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 12, 2026
Manchester Capital Management LLC History No change 9 4 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10 4 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 07, 2026
Caitlin John, LLC History No change 10 4 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 17, 2026
Nova Wealth Management, Inc. History No change 10 4 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 13, 2026
Synergy Investment Management, LLC History No change 8 4 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 9 4 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 9 4 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 8 3 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History No change 8 3 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 20, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 7 3 0.0% 0.0% 501 0 0.0% Q3 2026 Oct 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5 2 0.0% 0.0% 502 0 0.0% Q2 2026 Sep 02, 2026
CX Institutional History No change 4 2 0.0% 0.0% 503 0 0.0% Q3 2026 Oct 02, 2026
Physician Wealth Advisors, Inc. History No change 6 2 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 20, 2026
CBIZ Investment Advisory Services, LLC History No change 6 2 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 6 2 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
Whipplewood Advisors, LLC History No change 5 2 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 27, 2026
Kilter Group LLC History No change 5 2 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3 1 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 31, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 1 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 30, 2026
Creative Capital Management Investments LLC History No change 3 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 24, 2026
Valued Wealth Advisors LLC History No change 4 1 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 3 1 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 11, 2026
MidFirst Bank History No change 3 1 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 07, 2026
Torren Management, LLC History No change 3 1 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 10, 2026
Owl Creek Wealth Partners LLC History No change 3 1 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2026 Oct 07, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Larson Financial Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Quaker Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Cromwell Holdings LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Bayforest Capital Ltd History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Navigoe, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026