ENERGY CO OF MINAS GERAIS - CIG

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 22,810,050 47,901 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 16,652,123 38,162 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 12,353,508 26,279 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 10,517,426 22,086 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
TSP Capital Management Group, LLC History No change 9,123,551 19,159 4.83% 4.58% 5 0 0.0% Q3 2026 Oct 15, 2026
AMERICAN CENTURY COMPANIES INC History No change 6,856,051 14,397 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,450,778 11,446 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 5,156,792 10,865 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Reduced 3,802,585 7,985 0.1% 0.11% 9 -225,395 -5.6% Q3 2026 Oct 21, 2026
MANGROVE PARTNERS IM, LLC History No change 2,625,000 5,512 0.36% 0.36% 10 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,574,882 5,407 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 23, 2026
JANE STREET GROUP, LLC History No change 2,557,050 5,369 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,513,297 5,277 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,246,240 4,717 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,092,966 4,395 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History No change 1,857,501 3,900 0.0% 0.0% 16 0 0.0% Q3 2026 Oct 20, 2026
Qube Research & Technologies Ltd History No change 1,574,906 3,307 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Promethos Capital, LLC History No change 1,561,738 3,279 0.89% 0.89% 18 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 1,438,173 3,033 0.0% 0.0% 19 0 0.0% Q2 2026 Sep 02, 2026
HSBC HOLDINGS PLC History No change 1,357,277 2,850 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 1,279,101 2,692 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,162,815 2,441 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,081,339 2,270 0.0% 0.0% 23 -7,798 -0.72% Q3 2026 Nov 04, 2026
UBS Group AG History No change 1,068,456 2,243 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 955,524 2,006 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 900,216 1,890 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 657,815 1,381 0.28% 0.28% 27 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 641,167 1,346 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 619,508 1,300 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Reduced 614,671 1,291 0.0% 0.0% 30 -216,962 -26.09% Q3 2026 Nov 04, 2026
CANADA LIFE ASSURANCE Co History No change 609,669 1,278 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Ativo Capital Management LLC History Reduced 593,446 1,246 0.96% 1.3% 32 -214,561 -26.55% Q3 2026 Oct 27, 2026
Vident Advisory, LLC History No change 576,893 1,211 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 12, 2026
Everstar Asset Management, LLC History No change 569,165 1,195 0.58% 0.58% 34 0 0.0% Q2 2026 Aug 03, 2026
Abundance Wealth Counselors History Added to 561,437 1,179 0.17% 0.13% 35 +119,505 27.04% Q3 2026 Oct 26, 2026
FRANKLIN RESOURCES INC History No change 555,928 1,167 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 513,722 1,078 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 27, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 507,044 1,064 0.05% 0.05% 38 0 0.0% Q3 2026 Oct 15, 2026
Russell Investments Group, Ltd. History No change 506,468 1,063 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 492,020 1,034 0.01% 0.01% 40 +35,538 7.79% Q3 2026 Oct 08, 2026
GREENLEAF TRUST History No change 456,833 959 0.01% 0.01% 41 0 0.0% Q3 2026 Oct 29, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 453,957 953 0.0% 0.0% 42 0 0.0% Q3 2026 Oct 30, 2026
Advisors Asset Management, Inc. History No change 441,954 928 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 416,932 875 0.0% 0.0% 44 +203,751 95.58% Q3 2026 Nov 02, 2026
SPX Gestao de Recursos Ltda History No change 412,092 865 0.1% 0.1% 45 0 0.0% Q2 2026 Aug 19, 2026
Nykredit A/S History No change 401,997 844 0.0% 0.0% 46 0 0.0% Q2 2026 Sep 08, 2026
VAN ECK ASSOCIATES CORP History No change 393,186 825 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 379,734 797 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 17, 2026
Atria Investments, Inc History Reduced 336,260 706 0.01% 0.01% 49 -18,122 -5.11% Q3 2026 Oct 15, 2026
Invesco Ltd. History No change 334,463 702 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 326,921 686 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 323,007 678 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 289,546 677 0.02% 0.02% 53 -14,817 -4.87% Q3 2026 Oct 20, 2026
BANK OF AMERICA CORP /DE/ History No change 316,764 665 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 315,197 661 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 306,454 643 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Investment Research Partners LLC History Added to 302,274 634 0.21% 0.15% 57 +97,942 47.93% Q3 2026 Oct 19, 2026
Laird Norton Wetherby Trust Company, LLC History No change 232,825 512 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 201,110 423 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 198,690 417 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 195,000 410 0.06% 0.06% 61 0 0.0% Q2 2026 Jul 31, 2026
Optiver Holding B.V. History No change 191,139 401 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History No change 183,014 384 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
First Affirmative Financial Network History New 178,501 374 0.08% — 64 +178,501 New Q3 2026 Oct 21, 2026
MILLENNIUM MANAGEMENT LLC History No change 172,230 361 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Reduced 169,403 355 0.0% 0.01% 66 -9,465 -5.29% Q3 2026 Oct 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 167,651 352 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 159,561 349 0.0% 0.0% 68 0 0.0% Q2 2026 Sep 23, 2026
Metis Global Partners, LLC History No change 160,662 337 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 149,843 314 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Added to 147,461 309 0.01% 0.0% 71 +77,495 110.76% Q3 2026 Oct 08, 2026
VPR Management LLC History No change 147,547 309 0.12% 0.12% 72 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 133,561 280 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Reduced 132,569 278 0.0% 0.0% 75 -7,930 -5.64% Q3 2026 Oct 22, 2026
Mariner, LLC History No change 132,658 278 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Plan A Wealth LLC History Added to 132,265 277 0.1% 0.11% 76 +11,091 9.15% Q3 2026 Oct 08, 2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. History No change 128,695 270 0.18% 0.18% 77 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 125,758 264 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 05, 2026
BLI - Banque de Luxembourg Investments History No change 112,000 237 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 10, 2026
Eurizon Capital SGR S.p.A. History No change 110,522 233 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 29, 2026
Engineers Gate Manager LP History No change 99,810 209 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 98,563 206 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 94,922 199 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 06, 2026
SIH Partners, LLLP History No change 94,455 198 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 93,871 197 0.05% 0.05% 85 0 0.0% Q2 2026 Aug 11, 2026
INVESTED ADVISORS History Added to 93,012 195 0.17% 0.08% 86 +50,844 120.57% Q3 2026 Oct 23, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 90,600 190 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 88,958 186 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 82,943 174 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
Axxion S.A. History No change 75,370 158 0.01% 0.01% 90 0 0.0% Q3 2026 Oct 22, 2026
Raiffeisen Bank International AG History No change 77,177 158 0.0% 0.0% 91 0 0.0% Q3 2026 Oct 28, 2026
Avail Investment Partners, LLC History Added to 73,897 155 0.11% 0.07% 93 +32,907 80.28% Q3 2026 Oct 16, 2026
LGT Group Foundation History No change 74,255 155 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 10, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 72,416 152 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History Reduced 70,048 147 0.0% 0.01% 95 -75,469 -51.86% Q3 2026 Nov 03, 2026
Prime Capital Investment Advisors, LLC History Added to 68,633 144 0.0% 0.0% 96 +12,548 22.37% Q3 2026 Oct 20, 2026
Centiva Capital, LP History No change 68,385 143 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 67,246 141 0.0% 0.0% 98 -97,858 -59.27% Q3 2026 Nov 02, 2026
Pure Financial Advisors, LLC History No change 66,185 138 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 63,478 133 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 17, 2026
SG Americas Securities, LLC History No change 62,352 131 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 07, 2026
Compound Planning, Inc. History Reduced 62,093 130 0.0% 0.0% 102 -4,592 -6.89% Q3 2026 Nov 05, 2026
PROFUND ADVISORS LLC History Reduced 59,370 124 0.0% 0.0% 103 -4,188 -6.59% Q3 2026 Oct 28, 2026
Cerity Partners LLC History No change 51,006 107 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
PCM Encore, LLC History No change 50,663 106 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 47,548 104 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 49,029 102 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 19, 2026
Modern Wealth Management, LLC History No change 48,796 102 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 48,125 101 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Candriam S.C.A. History No change 47,797 100 0.0% 0.0% 110 0 0.0% Q3 2026 Nov 03, 2026
West Family Investments, Inc. History No change 48,029 100 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History Reduced 46,233 97 0.0% 0.0% 112 -645 -1.38% Q3 2026 Nov 05, 2026
Vise Technologies, Inc. History Added to 45,433 95 0.0% 0.0% 113 +23,511 107.25% Q3 2026 Oct 28, 2026
SmartHarvest Portfolios, LLC History Reduced 34,629 95 0.04% 0.05% 114 -22,366 -39.24% Q3 2026 Oct 26, 2026
RHUMBLINE ADVISERS History No change 42,199 88 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
PDS Planning, Inc History Reduced 41,580 87 0.0% 0.01% 116 -278 -0.66% Q3 2026 Nov 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 40,119 84 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 38,501 80 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
RITHOLTZ WEALTH MANAGEMENT History New 35,769 75 0.0% — 120 +35,769 New Q3 2026 Nov 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 35,798 75 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History Added to 35,102 73 0.0% 0.0% 122 +3,269 10.27% Q3 2026 Oct 21, 2026
Ballentine Partners, LLC History No change 34,798 73 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 32,754 68 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
StoneX Group Inc. History New 32,271 67 0.0% — 124 +32,271 New Q3 2026 Nov 03, 2026
KINTRA WEALTH, LLC History No change 34,209 66 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 31,336 65 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Greenspring Advisors, LLC History Added to 30,772 64 0.0% 0.0% 128 +15,659 103.61% Q3 2026 Nov 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 30,744 64 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 30,014 63 0.0% 0.0% 129 -56,824 -65.44% Q3 2026 Oct 28, 2026
XPONANCE LLC History Added to 30,311 63 0.0% 0.0% 130 +13 0.04% Q3 2026 Nov 03, 2026
Inspire Advisors, LLC History No change 30,706 63 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Reduced 29,830 62 0.0% 0.0% 132 -23,437 -44.0% Q3 2026 Oct 15, 2026
AMERIPRISE FINANCIAL INC History No change 27,767 58 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 26,478 55 0.0% 0.0% 134 -169 -0.63% Q3 2026 Oct 30, 2026
Ground Swell Capital, LLC History No change 26,288 55 0.06% 0.06% 135 0 0.0% Q2 2026 Aug 05, 2026
Systematic Alpha Investments, LLC History No change 18,200 55 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,087 52 0.0% 0.0% 137 0 0.0% Q2 2026 Sep 09, 2026
Blackhawk Capital Partners, LLC History No change 24,337 51 0.02% 0.02% 138 0 0.0% Q2 2026 Jul 20, 2026
IEQ CAPITAL, LLC History No change 23,290 48 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History Reduced 22,723 47 0.0% 0.0% 140 -14,220 -38.49% Q3 2026 Nov 03, 2026
Allspring Global Investments Holdings, LLC History Reduced 21,439 45 0.0% 0.0% 142 -2,642 -10.97% Q3 2026 Nov 04, 2026
Triumph Capital Management History No change 21,440 45 0.01% 0.01% 141 0 0.0% Q3 2026 Oct 14, 2026
Tuttle Capital Management, LLC History New 20,393 43 0.02% — 146 +20,393 New Q3 2026 Oct 21, 2026
rebel Financial LLC History Added to 20,675 43 0.02% 0.01% 145 +7,162 53.0% Q3 2026 Nov 03, 2026
LPL Financial LLC History No change 20,478 43 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
Rehmann Capital Advisory Group History No change 20,867 43 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 20, 2026
Squarepoint Ops LLC History No change 20,355 42 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 19,542 41 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
R Squared Ltd History New 19,227 40 0.02% — 151 +19,227 New Q3 2026 Nov 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 19,262 40 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
Point72 Asset Management, L.P. History No change 19,274 40 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 18,924 39 0.0% 0.0% 153 +2,278 13.68% Q3 2026 Oct 08, 2026
Argos Wealth Advisors, LLC History No change 18,935 39 0.01% 0.01% 152 0 0.0% Q3 2026 Nov 02, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 18,161 38 0.0% 0.01% 155 -8,123 -30.9% Q3 2026 Oct 27, 2026
PFG Advisors History No change 18,290 38 0.0% 0.0% 154 0 0.0% Q3 2026 Oct 15, 2026
IFC & Insurance Marketing, Inc. History New 18,000 37 0.03% — 158 +18,000 New Q3 2026 Oct 16, 2026
Cetera Investment Advisers History No change 17,828 37 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History No change 17,774 37 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 16,848 35 0.0% 0.0% 160 -530 -3.05% Q3 2026 Oct 29, 2026
JPMORGAN CHASE & CO History No change 16,885 35 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 16,180 33 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 15,414 32 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
DODGE & COX History No change 15,000 31 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 13,053 30 0.0% — 166 +13,053 New Q3 2026 Oct 13, 2026
MW ADVISORY, LLC History Reduced 14,585 30 0.01% 0.01% 165 -1,551 -9.61% Q3 2026 Oct 19, 2026
BSW Wealth Partners History No change 14,742 30 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History Reduced 13,530 28 0.0% 0.0% 167 -728 -5.11% Q3 2026 Nov 04, 2026
Ariadne Wealth Management, LP History No change 13,650 28 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 12,599 26 0.0% 0.0% 169 -4,191 -24.96% Q3 2026 Oct 26, 2026
Traveka Wealth, LLC History Reduced 12,725 26 0.01% 0.01% 170 -722 -5.37% Q3 2026 Oct 19, 2026
BANK OF MONTREAL /CAN/ History No change 12,252 25 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 12,305 25 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 12,256 25 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History Reduced 11,543 24 0.0% 0.0% 174 -3,371 -22.6% Q3 2026 Oct 23, 2026
Parallel Advisors, LLC History Added to 11,012 23 0.0% 0.0% 175 +1,611 17.14% Q3 2026 Nov 03, 2026
Abacus Wealth Partners, LLC History Added to 11,007 23 0.0% 0.0% 176 +894 8.84% Q3 2026 Nov 03, 2026
Checchi Capital Advisers, LLC History No change 10,856 22 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,132 19 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 9,054 19 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Harbor Asset Planning, Inc. History Added to 8,114 17 0.01% 0.01% 180 +78 0.97% Q3 2026 Oct 23, 2026
Hilltop National Bank History No change 8,000 16 0.0% 0.0% 181 0 0.0% Q3 2026 Oct 14, 2026
MATHER GROUP, LLC. History New 6,311 13 0.0% — 183 +6,311 New Q3 2026 Oct 14, 2026
Federation des caisses Desjardins du Quebec History No change 5,287 13 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 5,534 11 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 5,394 11 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 5,127 10 0.0% 0.0% 186 0 0.0% Q3 2026 Oct 26, 2026
Inspire Investing, LLC History Added to 4,753 9 0.0% 0.0% 187 +1,208 34.08% Q3 2026 Oct 22, 2026
SIMPLEX TRADING, LLC History New 3,928 8 0.0% — 188 +3,928 New Q3 2026 Nov 04, 2026
NISA INVESTMENT ADVISORS, LLC History No change 3,691 7 0.0% 0.0% 189 0 0.0% Q3 2026 Oct 20, 2026
OSAIC HOLDINGS, INC. History No change 3,309 7 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 2,414 5 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History New 2,000 4 0.0% — 196 +2,000 New Q3 2026 Oct 28, 2026
ASSETMARK, INC History Added to 1,845 4 0.0% 0.0% 193 +1,077 140.23% Q3 2026 Oct 21, 2026
WELLS FARGO & COMPANY/MN History No change 2,170 4 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,002 4 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 1,944 4 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,871 3 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 980 2 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 1,016 2 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 1,020 2 0.0% 0.0% 200 0 0.0% Q3 2026 Oct 28, 2026
Valued Wealth Advisors LLC History No change 1,329 2 0.0% 0.0% 201 0 0.0% Q3 2026 Nov 05, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 1,240 2 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 774 1 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 512 1 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 790 1 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.0% — -633,465 -100.0% Q3 2026 Nov 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 — 0.0% — -377,730 -100.0% Q3 2026 Nov 05, 2026
Canopy Partners, LLC History Closed out 0 0 — 0.01% — -15,632 -100.0% Q3 2026 Oct 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Closed out 0 0 — 0.0% — -12,147 -100.0% Q3 2026 Oct 27, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.01% — -10,000 -100.0% Q3 2026 Oct 16, 2026
Parkside Financial Bank & Trust History New 349 0 — — — +349 New Q3 2026 Oct 27, 2026
Bare Financial Services, Inc History New 199 0 — — — +199 New Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 33 0 — — — +33 New Q3 2026 Oct 21, 2026
DANSKE BANK A/S History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 31 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 311 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Versant Capital Management, Inc History No change 116 0 — — — 0 0.0% Q3 2026 Oct 01, 2026
Truvestments Capital LLC History No change 357 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 407 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History No change 130 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
LRI Investments, LLC History No change 51 0 — — — 0 0.0% Q2 2026 Jul 14, 2026