CHUNGHWA TELECOM CO LTD - CHT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 3,012,902 133,351 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,565,950 113,568 0.16% 0.16% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,789,760 79,214 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,765,034 78,120 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,291,060 57,142 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 587,039 25,982 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 582,629 25,787 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 566,552 25,082 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 520,877 23,054 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 04, 2026
Invesco Ltd. History No change 469,731 20,790 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 460,259 20,361 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 423,492 18,743 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 368,366 16,303 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 342,603 15,163 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 298,613 13,216 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 289,297 12,804 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 197,184 8,727 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 195,000 8,630 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History No change 164,044 7,260 0.01% 0.01% 19 0 0.0% Q2 2026 Jul 21, 2026
B. Metzler seel. Sohn & Co. AG History No change 163,363 7,230 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 160,432 7,100 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 154,755 6,849 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History No change 142,283 6,297 0.08% 0.08% 23 0 0.0% Q2 2026 Jul 29, 2026
FIRST TRUST ADVISORS LP History No change 138,841 6,145 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 128,370 5,681 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 123,338 5,458 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 121,297 5,368 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 114,650 5,074 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 112,082 4,971 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 108,590 4,806 0.03% 0.03% 30 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 92,287 4,084 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 88,635 3,923 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 86,819 3,842 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 02, 2026
Cerity Partners LLC History No change 82,296 3,642 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 81,893 3,624 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 17, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 71,220 3,152 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Ballentine Partners, LLC History No change 67,841 3,002 0.04% 0.04% 37 0 0.0% Q2 2026 Jul 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 67,843 3,002 0.08% 0.08% 38 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 67,326 2,979 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 65,361 2,892 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 60,569 2,680 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 57,572 2,548 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 57,567 2,547 0.1% 0.1% 43 0 0.0% Q2 2026 Aug 06, 2026
Crossmark Global Holdings, Inc. History No change 56,280 2,490 0.03% 0.03% 44 0 0.0% Q2 2026 Jul 16, 2026
Kathmere Capital Management, LLC History No change 55,606 2,461 0.13% 0.13% 45 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 54,281 2,402 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 54,069 2,393 0.01% 0.01% 47 0 0.0% Q2 2026 Jul 17, 2026
IEQ CAPITAL, LLC History No change 54,021 2,390 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 52,090 2,305 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 49,704 2,199 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 12, 2026
R Squared Ltd History No change 47,851 2,117 1.11% 1.11% 51 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 46,889 2,075 0.01% 0.01% 52 0 0.0% Q2 2026 Sep 08, 2026
Pathstone Holdings, LLC History No change 46,586 2,061 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 45,748 2,024 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 45,342 2,006 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 45,008 1,992 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 44,861 1,985 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 27, 2026
Vestmark Advisory Solutions, Inc. History No change 43,086 1,906 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 14, 2026
Perpetual Ltd History No change 41,158 1,821 0.03% 0.03% 59 0 0.0% Q2 2026 Jul 15, 2026
Nuveen, LLC History No change 39,180 1,734 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 37,606 1,664 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 35,582 1,574 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 23, 2026
West Family Investments, Inc. History No change 34,531 1,528 0.44% 0.44% 63 0 0.0% Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History No change 33,574 1,485 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 33,197 1,469 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 31,372 1,388 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 29,461 1,310 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 28,902 1,279 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 28,254 1,250 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 05, 2026
Frank, Rimerman Advisors LLC History No change 24,635 1,090 0.06% 0.06% 70 0 0.0% Q2 2026 Jul 27, 2026
CITIGROUP INC History No change 23,383 1,034 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 03, 2026
Ascent Group, LLC History No change 22,658 1,002 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 03, 2026
PCM Encore, LLC History No change 22,230 983 0.17% 0.17% 73 0 0.0% Q2 2026 Aug 11, 2026
PDS Planning, Inc History No change 19,581 866 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 05, 2026
XPONANCE LLC History No change 18,920 837 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 18,659 825 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 18,462 817 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 17,694 783 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 17,659 781 0.16% 0.16% 79 0 0.0% Q2 2026 Jul 13, 2026
SmartHarvest Portfolios, LLC History No change 17,217 762 0.25% 0.25% 80 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 16,782 742 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 15,984 707 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 15,663 693 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 22, 2026
Lester Murray Antman dba SimplyRich History No change 14,885 658 0.15% 0.15% 84 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 14,767 653 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 21, 2026
Caprock Group, LLC History No change 14,587 645 0.01% 0.01% 86 0 0.0% Q2 2026 Jul 27, 2026
Advisors Asset Management, Inc. History No change 14,296 632 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 14,106 624 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 14,085 623 0.07% 0.07% 89 0 0.0% Q2 2026 Jul 15, 2026
Aquatic Capital Management LLC History No change 13,910 615 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 13,854 613 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History No change 12,496 553 0.03% 0.03% 92 0 0.0% Q2 2026 Jul 16, 2026
Rockefeller Capital Management L.P. History No change 12,411 549 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 12,367 547 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 12,301 544 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 14, 2026
Venturi Wealth Management, LLC History No change 12,101 535 0.02% 0.02% 96 0 0.0% Q2 2026 Jul 20, 2026
Eurizon Capital SGR S.p.A. History No change 12,031 535 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 29, 2026
Compound Planning, Inc. History No change 11,955 529 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 11,840 524 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 11,807 523 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 11,429 505 0.02% 0.02% 101 0 0.0% Q2 2026 Jul 13, 2026
Prospera Financial Services Inc History No change 11,007 487 0.01% 0.01% 102 0 0.0% Q2 2026 Jul 15, 2026
Cordatus Wealth Management LLC History No change 11,007 487 0.11% 0.11% 103 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 11,016 487 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 29, 2026
WINTON GROUP Ltd History No change 10,964 485 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 10,645 471 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 10, 2026
DELTEC ASSET MANAGEMENT LLC History No change 10,398 460 0.07% 0.07% 107 0 0.0% Q2 2026 Jul 21, 2026
Vest Financial, LLC History No change 10,383 459 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 24, 2026
SYON CAPITAL LLC History No change 10,293 455 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 9,997 442 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Advisors Inc. History No change 10,088 428 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 9,574 423 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 9,418 416 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History No change 9,380 415 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 03, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 9,143 404 0.07% 0.07% 115 0 0.0% Q2 2026 Jul 21, 2026
Texas Yale Capital Corp. History No change 9,000 398 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 8,977 397 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 07, 2026
PROFUND ADVISORS LLC History No change 8,667 383 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 11, 2026
Gallacher Capital Management LLC History No change 8,537 377 0.21% 0.21% 119 0 0.0% Q2 2026 Jul 16, 2026
Tidal Investments LLC History No change 8,035 355 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 7,989 353 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 7,848 347 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 28, 2026
D'Orazio & Associates, Inc. History No change 7,793 344 0.04% 0.04% 123 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 7,674 339 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 07, 2026
Modern Wealth Management, LLC History No change 7,624 337 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 7,543 333 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 7,349 325 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 7,265 321 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 7,198 318 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 19, 2026
Greenspring Advisors, LLC History No change 6,991 309 0.02% 0.02% 130 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 6,795 300 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 6,777 299 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 6,507 287 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 20, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 6,477 286 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 6,404 283 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 6,207 275 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 6,152 272 0.0% 0.0% 137 0 0.0% Q2 2026 Sep 23, 2026
CogentBlue Wealth Advisors, LLC History No change 6,132 271 0.16% 0.16% 138 0 0.0% Q2 2026 Jul 16, 2026
Keel Point, LLC History No change 5,929 262 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 5,903 261 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,867 259 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 5,808 257 0.01% 0.01% 142 0 0.0% Q2 2026 Jul 24, 2026
Aprio Wealth Management, LLC History No change 5,770 255 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,601 247 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 23, 2026
EP Wealth Advisors, LLC History No change 5,455 241 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 11, 2026
Jain Global LLC History No change 5,381 238 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 5,741 237 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 15, 2026
Fulcrum Equity Management History No change 5,374 237 0.17% 0.17% 148 0 0.0% Q2 2026 Jul 09, 2026
Farther Finance Advisors, LLC History No change 5,250 232 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 5,086 225 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Sivia Capital Partners, LLC History No change 5,103 225 0.03% 0.03% 151 0 0.0% Q2 2026 Jul 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 5,001 221 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 4,962 219 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Allen Capital Group, LLC History No change 4,755 210 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 27, 2026
MIZUHO FINANCIAL GROUP INC History No change 4,615 204 1.73% 1.73% 155 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 4,568 202 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Quadrant Private Wealth Management, LLC History No change 4,537 200 0.04% 0.04% 157 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 4,139 183 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 3,954 175 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 12, 2026
V-Square Quantitative Management LLC History No change 3,800 168 0.02% 0.02% 160 0 0.0% Q2 2026 Jul 27, 2026
ROYAL BANK OF CANADA History No change 3,564 159 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 2,586 114 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 2,318 102 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 2,221 98 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 2,163 95 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 1,491 65 0.01% 0.01% 166 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,382 61 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 1,326 58 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 06, 2026
Legal & General Group Plc History No change 1,240 54 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 1,032 45 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 873 38 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Financial Management LLC History No change 728 32 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 28, 2026
Physician Wealth Advisors, Inc. History No change 642 28 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 20, 2026
ASSETMARK, INC History No change 519 22 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 30, 2026
NISA INVESTMENT ADVISORS, LLC History No change 495 21 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 459 20 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 436 19 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 27, 2026
Rosenberg Matthew Hamilton History No change 397 18 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 05, 2026
SBI Securities Co., Ltd. History No change 413 18 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 372 16 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 347 15 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 346 15 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
LRI Investments, LLC History No change 347 15 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 14, 2026
Clearstead Advisors, LLC History No change 297 13 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 296 13 0.0% 0.0% 185 0 0.0% Q2 2026 Sep 04, 2026
FINANCIAL CONSULATE, INC History No change 300 13 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 315 13 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 280 12 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 280 12 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 10, 2026
Elequin Capital, LP History No change 273 12 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 250 11 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 30, 2026
WealthCollab, LLC History No change 257 11 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 227 10 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 24, 2026
Gleason Group, Inc. History No change 241 10 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 227 10 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 07, 2026
Versant Capital Management, Inc History Added to 202 9 0.0% 0.0% 196 +5 2.54% Q3 2026 Oct 01, 2026
NewEdge Advisors, LLC History No change 166 7 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Harbor Asset Planning, Inc. History No change 167 7 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 153 6 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 10, 2026
North Star Investment Management Corp. History No change 157 6 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 28, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 131 5 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History No change 117 5 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 103 4 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 98 4 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 104 4 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 72 3 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 73 3 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 31 1 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 26 1 0.0% 0.0% 209 0 0.0% Q2 2026 Jul 10, 2026
Russell Investments Group, Ltd. History No change 34 1 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 24 1 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 25 1 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 28 1 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 04, 2026
Navigoe, LLC History No change 39 1 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 31, 2026
Ares Financial Consulting, LLC History No change 30 1 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 09, 2026
EASTERN BANK History No change 6 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Tower Research Capital LLC (TRC) History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GoalVest Advisory LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
Abound Wealth Management History No change 14 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Caitong International Asset Management Co., Ltd History No change 20 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Financial Network Wealth Advisors LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 29, 2026