ChargePoint Holdings, Inc. - CHPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,861,913 | 11,003 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 975,753 | 5,766 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 638,717 | 3,774 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 590,127 | 3,488 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 283,284 | 1,674 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 254,877 | 1,506 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 204,985 | 1,211 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 198,500 | 1,173 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 194,860 | 1,151 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 192,848 | 1,139 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 189,718 | 1,121 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 188,746 | 1,115 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 181,159 | 1,070 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 167,905 | 992 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 165,654 | 979 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 94,526 | 952 | 0.0% | 0.0% | 16 | +29,119 | 44.52% | Q3 2026 | Nov 04, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 154,086 | 910 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 143,398 | 843 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 137,308 | 811 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 131,700 | 778 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 129,416 | 764 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 119,455 | 705 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,808 | 643 | 0.0% | 0.0% | 23 | +5,629 | 9.68% | Q3 2026 | Nov 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 107,781 | 636 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GMT CAPITAL CORP | History | No change | 101,290 | 598 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 55,800 | 562 | 0.0% | 0.0% | 26 | +12,100 | 27.69% | Q3 2026 | Nov 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 93,764 | 554 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 91,318 | 539 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 81,234 | 480 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 75,900 | 448 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cinctive Capital Management LP | History | No change | 75,000 | 443 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 74,198 | 439 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 72,820 | 430 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 36,704 | 369 | 0.0% | 0.0% | 34 | +25,373 | 223.93% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 62,310 | 368 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 55,258 | 326 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 49,254 | 291 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 46,637 | 275 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 26,823 | 270 | 0.0% | 0.0% | 39 | +11,187 | 71.55% | Q3 2026 | Nov 02, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 45,536 | 269 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 41,949 | 247 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | No change | 38,710 | 228 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Walleye Capital LLC | History | No change | 37,031 | 218 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 36,116 | 213 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 35,000 | 206 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 33,202 | 196 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 30,033 | 177 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 28,800 | 170 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,583 | 169 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,778 | 158 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 19,163 | 155 | 0.0% | — | 51 | +19,163 | New | Q3 2026 | Oct 13, 2026 |
| EFG International AG | History | No change | 26,000 | 153 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 25,242 | 149 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 23,223 | 137 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 22,515 | 133 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 20,874 | 123 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 19,045 | 113 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 17,266 | 102 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,204 | 101 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 17,002 | 100 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,295 | 90 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 15,066 | 89 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| nVerses Capital, LLC | History | No change | 14,950 | 88 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,000 | 72 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 11,800 | 69 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,704 | 65 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,120 | 65 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,800 | 63 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 10,397 | 61 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 9,400 | 55 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,029 | 47 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,915 | 40 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 3,600 | 36 | 0.01% | 0.03% | 73 | -8,000 | -68.97% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,000 | 29 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Reduced | 2,000 | 20 | 0.0% | 0.0% | 76 | -990 | -33.11% | Q3 2026 | Oct 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,411 | 20 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 3,188 | 18 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firsthand Capital Management, Inc. | History | No change | 3,000 | 17 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,811 | 16 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,246 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,362 | 13 | 0.0% | — | 82 | +1,352 | 13520.0% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 2,338 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,192 | 12 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,100 | 12 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,936 | 11 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 2,000 | 11 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,090 | 10 | 0.0% | — | 88 | +1,040 | 2080.0% | Q3 2026 | Oct 08, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 1,000 | 10 | 0.0% | 0.0% | 87 | -1,000 | -50.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 924 | 9 | 0.0% | 0.0% | 89 | -276 | -23.0% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | New | 822 | 8 | 0.0% | — | 90 | +822 | New | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 792 | 7 | 0.0% | — | 91 | +707 | 831.76% | Q3 2026 | Oct 22, 2026 |
| Essential Partners LLC | History | New | 621 | 6 | 0.0% | — | 94 | +621 | New | Q3 2026 | Oct 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 605 | 6 | 0.0% | 0.0% | 93 | +23 | 3.95% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,214 | 6 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 426 | 4 | 0.0% | — | 97 | +306 | 255.0% | Q3 2026 | Oct 16, 2026 |
| Capital Analysts, LLC | History | No change | 585 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 811 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 453 | 4 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 750 | 4 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 679 | 4 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 325 | 3 | 0.0% | — | 101 | +325 | New | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | New | 278 | 2 | 0.0% | — | 104 | +278 | New | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 224 | 2 | 0.0% | — | 105 | +224 | New | Q3 2026 | Oct 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 210 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 342 | 2 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 150 | 1 | 0.0% | — | 110 | +150 | New | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 150 | 1 | 0.0% | — | 111 | +150 | New | Q3 2026 | Oct 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 192 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 215 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 237 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Wealth Funds, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -17,673 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Sullivan Wood Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -17,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Latitude Advisors, LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q3 2026 | Oct 27, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 14, 2026 |
| Elevated Capital Advisors, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Nov 04, 2026 |
| Jacobi Capital Management LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 16, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 33 | 0 | — | — | — | -6 | -15.38% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | Reduced | 29 | 0 | — | — | — | -5 | -14.71% | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TORONTO DOMINION BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Estabrook Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Asset Dedication, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 93 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DT Investment Partners, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eukles Asset Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hurley Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BFSG, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| POM Investment Strategies, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Leo H. Evart, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Main Street Group, LTD | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tidemark, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NCP Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 91 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BFC Planning, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |