CINCINNATI FINANCIAL CORP - CINF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 12,610,089 2,334,631 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 10,124,435 1,874,437 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 8,539,606 1,588,862 0.05% 0.05% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 8,150,052 1,508,900 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 5,482,870 1,015,100 0.14% 0.14% 5 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,210,819 776,537 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 4,145,056 767,415 0.45% 0.45% 7 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 2,671,164 494,539 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,912,381 354,058 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,879,069 347,890 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
LONDON CO OF VIRGINIA History No change 1,816,988 336,402 1.92% 1.92% 11 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,660,670 307,456 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,699,489 270,867 0.05% 0.05% 13 +84,187 5.21% Q3 2026 Nov 04, 2026
NORTHERN TRUST CORP History No change 1,451,673 268,762 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,417,965 262,522 1.92% 1.92% 15 0 0.0% Q2 2026 Jul 23, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 1,493,804 238,067 1.21% 1.39% 16 -1,737 -0.12% Q3 2026 Oct 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,214,615 224,873 0.1% 0.1% 17 0 0.0% Q2 2026 Aug 13, 2026
GQG Partners LLC History No change 1,170,338 216,679 0.4% 0.4% 18 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 1,082,054 200,331 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,059,043 196,071 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,050,678 194,522 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
Bahl & Gaynor LLC History Reduced 1,215,993 193,792 0.92% 1.04% 22 -1,124 -0.09% Q3 2026 Nov 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,013,600 187,657 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 967,871 179,193 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 869,135 160,911 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 959,898 152,978 0.22% 0.27% 26 -49,523 -4.91% Q3 2026 Oct 28, 2026
Bank of New York Mellon Corp History No change 794,325 147,061 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 708,485 131,168 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 657,137 121,662 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Added to 761,534 121,365 1.27% 1.24% 30 +124,237 19.49% Q3 2026 Oct 21, 2026
FIFTH THIRD BANCORP History No change 605,574 112,115 0.18% 0.18% 31 0 0.0% Q2 2026 Aug 05, 2026
Boston Trust Walden Corp History Reduced 688,954 109,798 0.89% 1.04% 32 -48,357 -6.56% Q3 2026 Oct 30, 2026
HSBC HOLDINGS PLC History No change 537,417 99,691 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 524,356 97,614 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 525,142 97,224 0.11% 0.11% 35 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 521,801 96,606 0.14% 0.14% 36 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 513,509 95,071 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 473,566 87,676 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 466,282 86,327 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
PFA Pension, Forsikringsaktieselskab History No change 464,077 85,919 0.22% 0.22% 40 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 439,000 81,276 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 420,513 77,853 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 394,377 73,014 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 383,155 70,937 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 375,300 69,483 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 426,783 68,016 0.04% 0.04% 46 +22,293 5.51% Q3 2026 Nov 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 342,554 63,420 0.04% 0.04% 47 0 0.0% Q2 2026 Aug 13, 2026
Welch Group, LLC History Added to 397,611 63,367 2.16% 2.5% 48 +1,600 0.4% Q3 2026 Oct 29, 2026
Vanguard Global Advisers, LLC History No change 333,772 61,794 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 328,616 60,839 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 11, 2026
OLD REPUBLIC INTERNATIONAL CORP History Reduced 354,700 56,529 2.52% 2.56% 51 -14,200 -3.85% Q3 2026 Oct 26, 2026
Topsail Wealth Management, LLC History No change 297,642 55,385 7.07% 7.07% 52 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 293,533 54,344 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 340,621 54,284 0.03% 0.04% 54 -15,255 -4.29% Q3 2026 Oct 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 279,921 51,824 0.11% 0.11% 55 0 0.0% Q2 2026 Aug 13, 2026
National Pension Service History No change 278,947 51,644 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 275,616 51,027 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 271,321 50,232 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
AEGON ASSET MANAGEMENT UK PLC History Reduced 302,112 48,147 0.51% 0.91% 59 -156,839 -34.17% Q3 2026 Nov 04, 2026
Assenagon Asset Management S.A. History New 299,242 47,690 0.05% — 60 +299,242 New Q3 2026 Oct 15, 2026
WELLS FARGO & COMPANY/MN History No change 239,095 44,266 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 229,555 42,499 0.05% 0.05% 62 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 227,467 42,114 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 225,713 41,788 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 253,231 40,842 0.06% 0.05% 65 +68,187 36.85% Q3 2026 Oct 13, 2026
AMERIPRISE FINANCIAL INC History No change 219,084 40,586 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 217,516 40,270 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 216,596 40,100 0.11% 0.11% 68 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 216,317 40,088 0.04% 0.04% 69 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS ADVISORS, LLC History No change 210,056 38,889 0.04% 0.04% 70 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 203,911 37,752 0.03% 0.03% 71 0 0.0% Q2 2026 Sep 02, 2026
HUNTINGTON NATIONAL BANK History No change 203,514 37,678 0.18% 0.18% 72 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 177,077 32,784 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 171,738 31,795 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 171,116 31,680 0.0% 0.0% 75 0 0.0% Q2 2026 Sep 02, 2026
CITIGROUP INC History Reduced 197,433 31,464 0.01% 0.02% 76 -61,394 -23.72% Q3 2026 Nov 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 170,139 31,319 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 195,288 31,123 0.05% 0.05% 78 +23,347 13.58% Q3 2026 Oct 28, 2026
DANSKE BANK A/S History No change 166,389 30,805 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 163,916 30,347 0.07% 0.07% 80 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 183,360 29,222 0.1% 0.12% 81 -5,997 -3.17% Q3 2026 Nov 04, 2026
CREDIT AGRICOLE S A History No change 151,165 27,986 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 150,719 27,904 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 07, 2026
NFJ INVESTMENT GROUP, LLC History No change 147,846 27,372 0.93% 0.93% 84 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 143,749 26,613 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 143,284 26,527 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 164,683 26,245 0.01% 0.01% 87 +29,918 22.2% Q3 2026 Nov 02, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 139,438 25,815 0.01% 0.01% 88 0 0.0% Q2 2026 Sep 23, 2026
Korea Investment CORP History No change 139,266 25,783 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 137,878 25,526 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 157,424 25,088 0.01% 0.02% 92 -23,650 -13.06% Q3 2026 Nov 02, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 135,512 25,088 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 133,410 24,824 0.31% 0.31% 93 0 0.0% Q2 2026 Jul 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 157,372 24,762 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 132,989 24,621 0.04% 0.04% 95 0 0.0% Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 153,717 24,497 0.51% 0.6% 96 -2,463 -1.58% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 131,999 24,438 0.08% 0.08% 97 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 131,849 24,410 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 19, 2026
Verity & Verity, LLC History Added to 150,235 23,942 1.6% 1.91% 99 +620 0.41% Q3 2026 Oct 23, 2026
CANADA LIFE ASSURANCE Co History No change 127,417 23,562 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
Arbejdsmarkedets Tillaegspension History Reduced 146,300 23,315 0.59% 0.7% 101 -27,900 -16.02% Q3 2026 Oct 30, 2026
APG Asset Management N.V. History No change 143,720 23,273 0.06% 0.06% 102 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 120,995 22,401 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 120,124 22,239 0.03% 0.03% 104 0 0.0% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History Added to 137,573 22,177 0.03% 0.01% 105 +111,845 434.72% Q3 2026 Oct 27, 2026
STRS OHIO History Reduced 128,711 20,512 0.08% 0.1% 106 -12,037 -8.55% Q3 2026 Oct 30, 2026
Aberdeen Group plc History No change 110,143 20,391 0.03% 0.03% 107 0 0.0% Q2 2026 Jul 31, 2026
BNP Paribas Asset Management Holding S.A. History No change 109,780 20,324 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 107,973 19,990 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 107,752 19,949 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 105,671 19,563 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Reduced 116,791 18,612 0.21% 0.25% 112 -4,955 -4.07% Q3 2026 Nov 05, 2026
Kestra Advisory Services, LLC History Added to 115,730 18,443 0.05% 0.06% 113 +13,439 13.14% Q3 2026 Nov 02, 2026
CIBC Asset Management Inc History Added to 114,211 18,201 0.04% 0.04% 114 +4,007 3.64% Q3 2026 Nov 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 114,073 18,180 0.03% 0.04% 115 -15,109 -11.7% Q3 2026 Oct 22, 2026
GatePass Capital, LLC History No change 97,247 18,004 6.83% 6.83% 116 0 0.0% Q2 2026 Jul 30, 2026
First Financial Bank - Trust Division History Reduced 112,844 17,983 1.3% 1.49% 117 -321 -0.28% Q3 2026 Oct 01, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 96,014 17,776 0.33% 0.33% 118 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 111,536 17,775 0.04% 0.05% 119 +1,039 0.94% Q3 2026 Nov 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 92,005 17,033 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 17, 2026
STIFEL FINANCIAL CORP History No change 90,208 16,701 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 89,605 16,500 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 06, 2026
Lighthouse Investment Partners, LLC History No change 87,464 16,193 0.44% 0.44% 123 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 99,097 15,793 0.15% 0.18% 124 +1,259 1.29% Q3 2026 Oct 28, 2026
MATHER GROUP, LLC. History Reduced 97,627 15,558 0.13% 0.16% 125 -1,667 -1.68% Q3 2026 Oct 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 82,918 15,351 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 82,733 15,317 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 80,669 14,934 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 79,569 14,731 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 78,597 14,551 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 77,843 14,411 0.01% 0.01% 131 0 0.0% Q2 2026 Sep 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 77,548 14,358 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 75,973 14,065 0.02% 0.02% 133 0 0.0% Q2 2026 Jul 29, 2026
Chevy Chase Trust Holdings, LLC History No change 75,048 13,894 0.04% 0.04% 134 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 74,942 13,875 0.13% 0.13% 135 0 0.0% Q2 2026 Aug 06, 2026
PRUDENTIAL FINANCIAL INC History No change 73,196 13,551 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 68,410 12,665 0.12% 0.12% 137 0 0.0% Q2 2026 Aug 06, 2026
Prana Capital Management, LP History No change 68,404 12,664 0.38% 0.38% 138 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 68,349 12,654 0.03% 0.03% 139 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 64,971 12,028 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 27, 2026
Treasurer of the State of North Carolina History No change 64,836 12,004 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 74,438 11,863 0.01% 0.01% 142 +521 0.7% Q3 2026 Nov 02, 2026
PINEBRIDGE INVESTMENTS LLC History No change 63,757 11,803 0.1% 0.1% 143 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Added to 73,315 11,684 0.01% 0.01% 144 +5,542 8.18% Q3 2026 Nov 03, 2026
Venture Visionary Partners LLC History Added to 73,083 11,647 0.3% 0.32% 145 +10,128 16.09% Q3 2026 Oct 07, 2026
Twin Tree Management, LP History No change 62,500 11,571 0.22% 0.22% 146 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 62,371 11,547 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History Reduced 70,885 11,296 0.04% 0.05% 148 -4,614 -6.11% Q3 2026 Nov 04, 2026
Cresset Asset Management, LLC History No change 60,352 11,230 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 60,460 11,193 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 60,024 11,160 0.04% 0.04% 151 0 0.0% Q2 2026 Aug 12, 2026
Beacon Pointe Advisors, LLC History No change 59,811 11,074 0.05% 0.05% 152 0 0.0% Q2 2026 Aug 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 66,657 10,623 0.12% 0.14% 153 +1,058 1.61% Q3 2026 Oct 22, 2026
Asset Management One Co., Ltd. History Reduced 66,369 10,577 0.03% 0.03% 154 -1,106 -1.64% Q3 2026 Oct 27, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 56,300 10,423 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
Bayview Asset Management, LLC History No change 56,000 10,367 2.09% 2.09% 156 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 55,683 10,331 0.05% 0.05% 157 0 0.0% Q2 2026 Jul 29, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 64,154 10,224 0.05% 0.06% 158 -464 -0.72% Q3 2026 Oct 15, 2026
TD ASSET MANAGEMENT INC History No change 54,270 10,047 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 04, 2026
SCHULHOFF & CO INC History No change 52,321 9,686 3.89% 3.89% 160 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 52,267 9,676 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Andra AP-fonden History No change 51,541 9,542 0.11% 0.11% 162 0 0.0% Q2 2026 Sep 22, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 48,859 9,045 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 48,670 9,010 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 48,653 9,007 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
Pettinga Financial Advisors LLC History Added to 52,781 8,411 1.39% 1.57% 166 +14 0.03% Q3 2026 Oct 13, 2026
Rafferty Asset Management, LLC History No change 45,062 8,342 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 44,681 8,272 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 44,413 8,226 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 44,201 8,183 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Reduced 50,318 8,019 0.03% 0.03% 171 -326 -0.64% Q3 2026 Nov 05, 2026
Narwhal Capital Management History Added to 50,018 7,971 0.53% 0.64% 172 +268 0.54% Q3 2026 Nov 04, 2026
SG Americas Securities, LLC History No change 42,416 7,853 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 39,489 7,311 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 39,093 7,237 0.03% 0.03% 175 0 0.0% Q2 2026 Sep 08, 2026
Mn Services Vermogensbeheer B.V. History No change 45,024 7,175 0.05% 0.06% 176 0 0.0% Q3 2026 Oct 08, 2026
Czech National Bank History Added to 44,098 7,027 0.04% 0.04% 177 +68 0.15% Q3 2026 Oct 13, 2026
HANCOCK WHITNEY CORP History No change 37,288 6,903 0.12% 0.12% 178 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 37,145 6,877 0.03% 0.03% 179 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 36,609 6,777 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 36,481 6,754 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 11, 2026
Swiss Life Asset Management Ltd History Reduced 42,341 6,747 0.03% 0.04% 182 -5,845 -12.13% Q3 2026 Nov 03, 2026
Arizona State Retirement System History Reduced 42,247 6,732 0.03% 0.04% 183 -2,390 -5.35% Q3 2026 Nov 03, 2026
Regal Investment Advisors LLC History No change 35,861 6,639 0.34% 0.34% 184 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 35,419 6,557 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 35,378 6,551 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 35,346 6,543 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 34,850 6,452 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 34,606 6,407 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 10, 2026
NATIXIS History No change 34,054 6,304 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 38,606 6,152 0.03% 0.03% 191 -1,000 -2.52% Q3 2026 Oct 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 37,507 6,012 0.02% 0.03% 192 -10,360 -21.64% Q3 2026 Oct 20, 2026
Sanctuary Advisors, LLC History No change 31,916 5,908 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 31,615 5,844 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 13, 2026
IFM Investors Pty Ltd History Reduced 35,132 5,598 0.04% 0.05% 195 -3,102 -8.11% Q3 2026 Oct 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 33,909 5,404 0.02% 0.03% 196 -257 -0.75% Q3 2026 Nov 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 33,627 5,359 0.01% 0.01% 197 -3,956 -10.53% Q3 2026 Nov 02, 2026
Heritage Wealth Management, Inc. History No change 32,430 5,168 1.29% 1.5% 198 0 0.0% Q3 2026 Oct 28, 2026
Retirement Systems of Alabama History Reduced 32,186 5,129 0.02% 0.02% 199 -311 -0.96% Q3 2026 Nov 04, 2026
Edgestream Partners, L.P. History No change 27,405 5,073 0.15% 0.15% 200 0 0.0% Q2 2026 Aug 11, 2026
Daiwa Securities Group Inc. History Added to 31,576 5,032 0.01% 0.01% 201 +697 2.26% Q3 2026 Oct 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 26,910 4,982 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 26,698 4,942 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 26,668 4,937 0.03% 0.03% 204 0 0.0% Q2 2026 Sep 08, 2026
Robeco Institutional Asset Management B.V. History Added to 30,094 4,796 0.01% 0.01% 205 +268 0.9% Q3 2026 Oct 20, 2026
World Investment Advisors History No change 30,395 4,783 0.08% 0.08% 206 0 0.0% Q2 2026 Aug 13, 2026
Kinloch Capital, LLC History No change 25,597 4,739 1.73% 1.73% 207 0 0.0% Q2 2026 Aug 14, 2026
Revisor Wealth Management LLC History Reduced 27,352 4,683 1.16% 1.22% 208 -33 -0.12% Q3 2026 Oct 20, 2026
Souders Financial Advisors History Added to 29,253 4,662 0.45% 0.54% 209 +353 1.22% Q3 2026 Nov 03, 2026
XPONANCE LLC History Added to 29,102 4,637 0.03% 0.03% 210 +1,635 5.95% Q3 2026 Nov 03, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 24,387 4,515 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 13, 2026
NEOS Investment Management LLC History Added to 28,192 4,492 0.01% 0.02% 212 +2,878 11.37% Q3 2026 Nov 04, 2026
Orion Porfolio Solutions, LLC History No change 24,185 4,477 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 24,092 4,460 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History Added to 27,626 4,451 0.01% 0.01% 215 +2,268 8.94% Q3 2026 Oct 30, 2026
USS Investment Management Ltd History No change 23,928 4,430 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 11, 2026
KBC Group NV History Added to 27,134 4,324 0.01% 0.01% 217 +2,032 8.09% Q3 2026 Oct 22, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 23,344 4,321 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 13, 2026
MONARCH CAPITAL MANAGEMENT INC History Reduced 26,701 4,280 0.98% 1.15% 219 -350 -1.29% Q3 2026 Oct 19, 2026
Utah Retirement Systems History No change 23,111 4,278 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 14, 2026
Thrive Capital Management, LLC History New 26,740 4,261 0.76% — 221 +26,740 New Q3 2026 Oct 28, 2026
AMALGAMATED BANK History Reduced 26,653 4,248 0.03% 0.03% 222 -666 -2.44% Q3 2026 Oct 23, 2026
GLENMEDE TRUST CO NA History No change 22,923 4,243 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 10, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 26,576 4,235 0.03% 0.04% 224 +2,830 11.92% Q3 2026 Oct 21, 2026
Focus Partners Wealth History No change 22,844 4,229 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
Journey Advisory Group, LLC History No change 26,510 4,224 0.31% 0.38% 226 0 0.0% Q3 2026 Nov 04, 2026
Pathstone Holdings, LLC History No change 22,775 4,223 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,684 4,199 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 13, 2026
ASPIRIANT, LLC History Added to 26,292 4,190 0.1% 0.12% 229 +132 0.5% Q3 2026 Oct 16, 2026
Police & Firemen's Retirement System of New Jersey History No change 22,505 4,166 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 23, 2026
Dupree Financial Group, LLC History Added to 25,785 4,109 1.48% 1.72% 231 +1,018 4.11% Q3 2026 Oct 09, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,142 4,099 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 11, 2026
LCNB CORP History No change 21,930 4,060 1.25% 1.25% 233 0 0.0% Q2 2026 Aug 10, 2026
Horizon Investments, LLC History No change 21,800 4,036 0.04% 0.04% 234 0 0.0% Q2 2026 Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 21,790 4,034 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 21,752 4,027 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 05, 2026
Man Group plc History No change 21,606 4,000 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Corp of Ontario History No change 21,311 3,945 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 21,014 3,890 0.03% 0.03% 239 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 20,953 3,879 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 20,823 3,855 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 22,789 3,631 0.03% 0.03% 242 -209 -0.91% Q3 2026 Nov 04, 2026
MANNING & NAPIER ADVISORS LLC History No change 19,255 3,584 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 13, 2026
Woodline Partners LP History No change 19,318 3,576 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 19,281 3,569 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 12, 2026
CX Institutional History Reduced 21,844 3,481 0.09% 0.18% 246 -11,948 -35.36% Q3 2026 Oct 02, 2026
Entropy Technologies, LP History No change 18,689 3,460 0.14% 0.14% 247 0 0.0% Q2 2026 Aug 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 21,534 3,431 0.08% 0.1% 248 +152 0.71% Q3 2026 Nov 04, 2026
Larson Financial Group LLC History No change 18,483 3,421 0.09% 0.09% 249 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 21,266 3,389 0.02% 0.03% 250 -76 -0.36% Q3 2026 Oct 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 18,306 3,389 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 14, 2026
Cherokee Insurance Co History No change 18,000 3,332 1.29% 1.29% 252 0 0.0% Q2 2026 Aug 03, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 17,930 3,319 0.03% 0.03% 253 0 0.0% Q2 2026 Sep 23, 2026
Anchor Investment Management, LLC History No change 17,612 3,260 0.25% 0.25% 254 0 0.0% Q2 2026 Sep 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 16,939 3,160 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Topco LLC History No change 16,960 3,139 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History No change 16,817 3,113 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 16,785 3,107 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Added to 19,208 3,061 0.02% 0.02% 260 +1,400 7.86% Q3 2026 Oct 26, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 19,212 3,061 0.23% 0.28% 259 -356 -1.82% Q3 2026 Oct 16, 2026
PDS Planning, Inc History Reduced 19,073 3,039 0.17% 0.21% 261 -213 -1.1% Q3 2026 Nov 03, 2026
BANK OF NOVA SCOTIA History No change 16,324 3,022 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 18,868 3,006 0.03% 0.04% 263 -216 -1.13% Q3 2026 Oct 29, 2026
Wealthfront Advisers LLC History No change 15,790 2,923 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 17,993 2,867 0.01% 0.0% 265 +12,924 254.96% Q3 2026 Oct 28, 2026
Ethic Inc. History Reduced 17,925 2,856 0.03% 0.05% 266 -2,985 -14.28% Q3 2026 Nov 03, 2026
M Holdings Securities, Inc. History New 17,554 2,845 0.18% — 267 +17,554 New Q3 2026 Nov 03, 2026
Trueblood Wealth Management, LLC History Added to 17,718 2,823 0.99% 1.14% 268 +3 0.02% Q3 2026 Oct 23, 2026
Legacy Financial Strategies, LLC History Reduced 17,452 2,781 0.45% 0.52% 269 -786 -4.31% Q3 2026 Oct 15, 2026
NewEdge Wealth, LLC History No change 14,835 2,746 0.03% 0.03% 270 0 0.0% Q2 2026 Aug 10, 2026
OP Asset Management Ltd History No change 17,122 2,728 0.02% 0.03% 271 0 0.0% Q3 2026 Nov 05, 2026
Avanza Fonder AB History No change 17,095 2,724 0.05% 0.07% 272 0 0.0% Q3 2026 Oct 13, 2026
Vestmark Advisory Solutions, Inc. History No change 14,408 2,667 0.03% 0.03% 273 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 16,428 2,618 0.01% 0.0% 274 +15,130 1165.64% Q3 2026 Nov 02, 2026
AGF MANAGEMENT LTD History New 16,420 2,616 0.01% — 275 +16,420 New Q3 2026 Nov 03, 2026
Neuberger Berman Group LLC History No change 13,723 2,540 0.0% 0.0% 276 0 0.0% Q2 2026 Oct 27, 2026
Weaver C. Barksdale & Associates, Inc. History No change 13,676 2,532 2.27% 2.27% 277 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 15,688 2,500 0.02% 0.03% 278 -230 -1.44% Q3 2026 Oct 23, 2026
STACKSTONE WEALTH, LLC History New 15,675 2,498 0.25% — 279 +15,675 New Q3 2026 Oct 19, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 15,660 2,495 1.26% 1.17% 280 +3,475 28.52% Q3 2026 Oct 13, 2026
Squarepoint Ops LLC History No change 13,336 2,469 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 12,890 2,386 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 12,857 2,380 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 12,702 2,351 0.13% 0.13% 284 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 12,702 2,351 0.05% 0.05% 285 0 0.0% Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History Added to 14,721 2,346 0.01% 0.02% 286 +1,434 10.79% Q3 2026 Oct 26, 2026
State of Alaska, Department of Revenue History Reduced 14,540 2,317 0.02% 0.03% 287 -617 -4.07% Q3 2026 Oct 15, 2026
BlueSky Wealth Advisors, LLC History Added to 14,483 2,308 0.27% 0.31% 288 +19 0.13% Q3 2026 Oct 29, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 12,380 2,292 0.15% 0.15% 289 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 12,264 2,270 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History Reduced 14,088 2,245 0.02% 0.03% 291 -41 -0.29% Q3 2026 Oct 26, 2026
COMMERCE BANK History No change 12,085 2,237 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 13,919 2,231 0.08% 0.09% 293 0 0.0% Q3 2026 Oct 28, 2026
CoreCap Advisors, LLC History Reduced 13,609 2,168 0.06% 0.09% 294 -2,431 -15.16% Q3 2026 Oct 08, 2026
Aware Super Pty Ltd as trustee of Aware Super History Reduced 13,449 2,143 0.03% 0.04% 295 -3,400 -20.18% Q3 2026 Oct 29, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 11,473 2,124 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 11,440 2,118 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 11,357 2,102 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History Reduced 12,928 2,060 0.02% 0.02% 299 -427 -3.2% Q3 2026 Oct 15, 2026
TRUIST FINANCIAL CORP History Reduced 12,862 2,049 0.0% 0.0% 300 -2,536 -16.47% Q3 2026 Oct 30, 2026
Saudi Central Bank History No change 10,898 2,017 0.03% 0.03% 301 0 0.0% Q2 2026 Jul 30, 2026
Virtus Investment Advisers, LLC History No change 10,880 2,014 0.47% 0.47% 302 0 0.0% Q2 2026 Aug 11, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 11,600 2,014 0.36% 0.4% 303 0 0.0% Q3 2026 Oct 22, 2026
HARVEY INVESTMENT CO LLC History No change 12,631 2,013 0.22% 0.25% 304 0 0.0% Q3 2026 Oct 20, 2026
Triton Financial Group Inc History No change 10,819 2,003 1.15% 1.15% 305 0 0.0% Q2 2026 Aug 17, 2026
Vident Advisory, LLC History No change 10,766 1,993 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 10,712 1,983 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 06, 2026
STOCK YARDS BANK & TRUST CO History No change 10,703 1,981 0.06% 0.06% 308 0 0.0% Q2 2026 Aug 19, 2026
MITCHELL SINKLER & STARR/PA History Reduced 12,368 1,971 0.8% 0.96% 309 -120 -0.96% Q3 2026 Oct 13, 2026
MML INVESTORS SERVICES, LLC History No change 10,569 1,956 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 07, 2026
Havemeyer Place LP History No change 10,467 1,937 0.19% 0.19% 311 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History Reduced 11,867 1,935 0.13% 0.15% 312 -192 -1.59% Q3 2026 Oct 19, 2026
PCA Investment Advisory Services Inc. History Added to 12,137 1,934 0.53% 0.63% 313 +5 0.04% Q3 2026 Oct 13, 2026
Fideuram Asset Management (Ireland) dac History Added to 10,675 1,898 0.04% 0.02% 314 +5,018 88.7% Q3 2026 Oct 29, 2026
Values First Advisors, Inc. History Reduced 11,905 1,897 0.89% 1.02% 315 -166 -1.38% Q3 2026 Oct 23, 2026
BROWN ADVISORY INC History No change 10,228 1,893 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Gulf International Bank (UK) Ltd History No change 11,872 1,892 0.04% 0.04% 317 0 0.0% Q3 2026 Oct 20, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 10,146 1,878 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 10,123 1,874 0.07% 0.07% 319 0 0.0% Q2 2026 Aug 13, 2026
Sepio Capital, LP History Reduced 11,506 1,833 0.07% 0.12% 320 -1,424 -11.01% Q3 2026 Oct 22, 2026
Applied Capital LLC/FL History Reduced 11,500 1,832 0.73% 0.87% 321 -20 -0.17% Q3 2026 Oct 07, 2026
&PARTNERS History No change 9,889 1,831 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 9,859 1,831 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 14, 2026
Ullmann Wealth Partners Group, LLC History No change 11,450 1,824 0.16% 0.19% 324 0 0.0% Q3 2026 Nov 02, 2026
Kentucky Retirement Systems History No change 9,724 1,800 0.04% 0.04% 325 0 0.0% Q2 2026 Aug 14, 2026
Sciencast Management LP History No change 9,649 1,786 0.37% 0.37% 326 0 0.0% Q2 2026 Jul 28, 2026
MGO ONE SEVEN LLC History Reduced 11,146 1,776 0.03% 0.04% 327 -1,350 -10.8% Q3 2026 Oct 28, 2026
Tidal Investments LLC History No change 9,579 1,773 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Jessup Wealth Management, Inc History Reduced 10,926 1,741 0.37% 0.64% 329 -581 -5.05% Q3 2026 Oct 20, 2026
Central Pacific Bank - Trust Division History No change 10,912 1,739 0.18% 0.21% 330 0 0.0% Q3 2026 Oct 05, 2026
ASSETMARK, INC History Added to 10,713 1,707 0.0% 0.0% 331 +349 3.37% Q3 2026 Oct 21, 2026
Independent Advisor Alliance History No change 9,183 1,700 0.04% 0.04% 332 0 0.0% Q2 2026 Aug 12, 2026
OMERS ADMINISTRATION Corp History No change 9,178 1,699 0.01% 0.01% 333 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,173 1,698 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 10,593 1,688 0.05% 0.06% 335 -812 -7.12% Q3 2026 Oct 05, 2026
Hennion & Walsh Asset Management, Inc. History Added to 10,566 1,683 0.05% 0.06% 336 +72 0.69% Q3 2026 Oct 13, 2026
Western Wealth Management, LLC History No change 9,079 1,680 0.05% 0.05% 337 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 10,339 1,649 0.01% — 338 +10,339 New Q3 2026 Oct 30, 2026
GUGGENHEIM CAPITAL LLC History No change 8,831 1,634 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 12, 2026
Aljian Capital Management, LLC History No change 10,215 1,627 0.29% 0.35% 340 0 0.0% Q3 2026 Oct 28, 2026
Valmark Advisers, Inc. History No change 8,778 1,625 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 06, 2026
Voleon Capital Management LP History No change 8,717 1,613 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History No change 8,662 1,603 0.16% 0.16% 343 0 0.0% Q2 2026 Jul 29, 2026
Norinchukin Bank, The History No change 8,648 1,601 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 14, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 10,020 1,596 0.05% 0.06% 345 +736 7.93% Q3 2026 Oct 26, 2026
Hurlow Wealth Management Group, Inc. History Added to 9,982 1,590 0.33% 0.38% 346 +7 0.07% Q3 2026 Oct 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 9,920 1,580 0.16% 0.18% 347 0 0.0% Q3 2026 Oct 26, 2026
Lincoln Capital LLC History No change 9,813 1,563 0.27% 0.32% 348 0 0.0% Q3 2026 Oct 09, 2026
Pallas Capital Advisors LLC History No change 8,443 1,563 0.05% 0.05% 349 0 0.0% Q2 2026 Aug 07, 2026
Summit Trail Advisors, LLC History No change 8,437 1,562 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 8,395 1,554 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 30, 2026
Ascent Group, LLC History Reduced 9,684 1,543 0.05% 0.05% 352 -56 -0.57% Q3 2026 Oct 30, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 8,266 1,538 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 8,307 1,532 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 10, 2026
SlateStone Wealth, LLC History No change 8,275 1,532 0.12% 0.12% 355 0 0.0% Q2 2026 Jul 20, 2026
Employees Retirement System of Texas History No change 8,180 1,514 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 8,175 1,513 0.01% 0.01% 357 0 0.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History No change 8,151 1,509 0.08% 0.08% 358 0 0.0% Q2 2026 Aug 03, 2026
Eurizon Capital SGR S.p.A. History No change 8,126 1,504 0.0% 0.0% 359 0 0.0% Q2 2026 Jul 29, 2026
Board of the Pension Protection Fund History No change 8,100 1,499 1.42% 1.42% 360 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 9,024 1,494 0.04% 0.05% 361 -28 -0.31% Q3 2026 Oct 20, 2026
Lido Advisors, LLC History Added to 9,341 1,488 0.0% 0.0% 362 +926 11.0% Q3 2026 Nov 04, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 8,027 1,486 0.19% 0.19% 363 0 0.0% Q2 2026 Jul 31, 2026
DENALI ADVISORS LLC History No change 8,024 1,485 0.15% 0.15% 364 0 0.0% Q2 2026 Aug 10, 2026
MIZUHO SECURITIES USA LLC History No change 9,432 1,484 0.03% 0.03% 365 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 7,872 1,457 0.01% 0.01% 366 0 0.0% Q2 2026 Jul 17, 2026
Stratos Wealth Partners, LTD. History No change 7,796 1,443 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 7,687 1,423 0.04% 0.04% 368 0 0.0% Q2 2026 Jul 29, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 8,902 1,418 0.11% 0.14% 369 0 0.0% Q3 2026 Oct 16, 2026
BROWN BROTHERS HARRIMAN & CO History No change 7,600 1,407 0.01% 0.01% 370 0 0.0% Q2 2026 Aug 12, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 8,657 1,380 0.07% 0.08% 371 0 0.0% Q3 2026 Nov 03, 2026
UNIVEST FINANCIAL Corp History No change 7,425 1,374 0.07% 0.07% 372 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 8,612 1,372 0.01% 0.01% 373 +1,249 16.96% Q3 2026 Oct 08, 2026
LBP AM SA History No change 7,409 1,371 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 7,377 1,365 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 20, 2026
Vise Technologies, Inc. History Added to 8,426 1,342 0.01% 0.02% 376 +397 4.94% Q3 2026 Oct 28, 2026
GAMMA Investing LLC History Added to 8,361 1,332 0.05% 0.06% 377 +98 1.19% Q3 2026 Oct 08, 2026
First City Capital Management, Inc. History Reduced 8,348 1,330 0.65% 0.75% 378 -25 -0.3% Q3 2026 Oct 27, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 8,270 1,317 0.04% 0.05% 379 -347 -4.03% Q3 2026 Nov 04, 2026
Inspire Investing, LLC History Reduced 8,207 1,307 0.06% 0.08% 380 -1,842 -18.33% Q3 2026 Oct 22, 2026
Private Advisor Group, LLC History No change 6,976 1,291 0.01% 0.01% 381 0 0.0% Q2 2026 Jul 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 6,945 1,285 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 10, 2026
PENINSULA ASSET MANAGEMENT INC History No change 6,875 1,272 0.61% 0.61% 383 0 0.0% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,816 1,268 0.05% 0.05% 384 0 0.0% Q2 2026 Jul 21, 2026
Wealth Dimensions Group, Ltd. History Added to 7,885 1,256 0.21% 0.26% 385 +36 0.46% Q3 2026 Nov 02, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 7,875 1,255 0.02% 0.0% 386 +6,279 393.42% Q3 2026 Oct 13, 2026
Brindle & Bay Financial Advisors, LLC History New 7,852 1,251 0.47% — 388 +7,852 New Q3 2026 Oct 15, 2026
PRIVATE TRUST CO NA History Added to 7,855 1,251 0.1% 0.12% 387 +39 0.5% Q3 2026 Oct 20, 2026
Salvus Wealth Management, LLC History Added to 7,764 1,237 0.71% 0.74% 389 +650 9.14% Q3 2026 Oct 13, 2026
Osmosis Investment Management UK Ltd History No change 6,602 1,222 0.06% 0.06% 390 0 0.0% Q2 2026 Aug 13, 2026
Octavia Wealth Advisors, LLC History No change 6,545 1,217 0.11% 0.11% 391 0 0.0% Q2 2026 Jul 14, 2026
M&T BANK CORP History No change 6,498 1,202 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 04, 2026
HB Wealth Management, LLC History Added to 7,523 1,198 0.01% 0.0% 393 +3,545 89.12% Q3 2026 Oct 23, 2026
Candriam S.C.A. History Reduced 7,486 1,197 0.01% 0.01% 394 -1,665 -18.19% Q3 2026 Nov 03, 2026
NorthCoast Asset Management LLC History No change 6,470 1,197 0.03% 0.03% 395 0 0.0% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History Reduced 7,500 1,195 0.02% 0.02% 396 -400 -5.06% Q3 2026 Oct 20, 2026
HORAN Wealth, LLC History No change 6,448 1,193 0.15% 0.15% 397 0 0.0% Q2 2026 Aug 26, 2026
MARATHON CAPITAL MANAGEMENT History No change 7,485 1,192 0.24% 0.28% 398 0 0.0% Q3 2026 Oct 23, 2026
Siemens Fonds Invest GmbH History No change 6,422 1,188 0.06% 0.06% 399 0 0.0% Q2 2026 Aug 14, 2026
Trivium Point Advisory, LLC History No change 6,414 1,187 0.11% 0.11% 400 0 0.0% Q2 2026 Aug 06, 2026
Haverford Trust Co History No change 6,352 1,176 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 12, 2026
MUFG Securities EMEA plc History No change 6,055 1,121 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 12, 2026
Truepoint, Inc. History No change 6,042 1,118 0.02% 0.02% 403 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History Reduced 6,992 1,114 0.01% 0.01% 405 -422 -5.69% Q3 2026 Oct 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 6,992 1,114 0.01% 0.01% 404 +13 0.19% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Reduced 6,877 1,095 0.01% 0.02% 406 -308 -4.29% Q3 2026 Oct 21, 2026
NOVEM GROUP History Added to 6,872 1,095 0.11% 0.13% 407 +134 1.99% Q3 2026 Oct 19, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 5,911 1,094 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 6,859 1,093 0.02% 0.02% 409 +918 15.45% Q3 2026 Oct 08, 2026
Allspring Global Investments Holdings, LLC History Added to 6,717 1,089 0.0% 0.0% 410 +409 6.48% Q3 2026 Nov 04, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 5,881 1,088 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History Added to 6,678 1,064 0.1% 0.13% 412 +61 0.92% Q3 2026 Nov 02, 2026
Marshall Financial Group, LLC History No change 5,712 1,057 0.15% 0.15% 413 0 0.0% Q2 2026 Jul 17, 2026
SC&H Financial Advisors, Inc. History No change 6,600 1,051 0.15% 0.16% 414 0 0.0% Q3 2026 Oct 14, 2026
OSSIAM History No change 5,676 1,050 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
Callan Family Office, LLC History No change 5,642 1,044 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History New 6,542 1,042 0.02% — 417 +6,542 New Q3 2026 Oct 15, 2026
CITY HOLDING CO History Added to 6,514 1,038 0.12% 0.14% 418 +27 0.42% Q3 2026 Oct 19, 2026
Susquehanna Portfolio Strategies, LLC History No change 5,592 1,035 0.02% 0.02% 419 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History Added to 5,561 1,029 0.15% 0.14% 420 +28 0.51% Q3 2026 Nov 03, 2026
Empirical Finance, LLC History No change 5,546 1,026 0.04% 0.04% 421 0 0.0% Q2 2026 Aug 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 6,391 1,018 0.1% — 422 +6,391 New Q3 2026 Oct 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 6,343 1,011 0.01% 0.07% 423 -41,407 -86.72% Q3 2026 Oct 22, 2026
NorthCrest Asset Manangement, LLC History Added to 6,073 1,003 0.02% 0.01% 424 +2,892 90.91% Q3 2026 Oct 09, 2026
Y-Intercept (Hong Kong) Ltd History New 6,257 997 0.02% — 425 +6,257 New Q3 2026 Oct 16, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,350 990 0.05% 0.05% 426 0 0.0% Q2 2026 Aug 04, 2026
E. Ohman J:or Asset Management AB History Added to 6,204 988 0.02% 0.02% 427 +1,820 41.51% Q3 2026 Oct 22, 2026
Brand Asset Management Group, Inc. History No change 5,332 987 0.22% 0.22% 428 0 0.0% Q2 2026 Aug 12, 2026
LeClair Wealth Partners LLC History No change 5,323 985 0.51% 0.51% 429 0 0.0% Q2 2026 Aug 04, 2026
Vestcor Inc History No change 5,179 959 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 11, 2026
SBI Okasan Asset Management Co.Ltd. History No change 5,100 949 0.03% 0.03% 431 0 0.0% Q2 2026 Jul 21, 2026
Glenview Trust Co History Reduced 5,909 941 0.01% 0.02% 433 -150 -2.48% Q3 2026 Oct 28, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 5,907 941 0.03% 0.03% 432 0 0.0% Q3 2026 Oct 26, 2026
Aviance Capital Partners, LLC History No change 5,881 937 0.1% 0.11% 434 0 0.0% Q3 2026 Oct 28, 2026
Steward Partners Investment Advisory, LLC History No change 5,016 928 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 4,957 922 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 4,960 918 0.01% 0.01% 437 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 4,958 917 0.03% 0.03% 438 0 0.0% Q2 2026 Jul 31, 2026
Cercano Management LLC History No change 4,896 906 0.12% 0.12% 439 0 0.0% Q2 2026 Aug 13, 2026
Truvestments Capital LLC History No change 4,875 902 0.13% 0.13% 440 0 0.0% Q2 2026 Aug 12, 2026
Guardian Wealth Advisors, LLC History Reduced 4,971 901 0.45% 0.51% 441 -574 -10.35% Q3 2026 Oct 30, 2026
CENTRAL TRUST Co History No change 4,839 895 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 31, 2026
SageView Advisory Group, LLC History No change 4,805 889 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 4,778 884 0.01% 0.01% 444 0 0.0% Q2 2026 Jul 29, 2026
Crew Capital Management, Ltd History No change 5,531 881 0.46% 0.56% 445 0 0.0% Q3 2026 Oct 28, 2026
Saxony Capital Management, LLC History No change 5,482 873 0.37% 0.46% 446 0 0.0% Q3 2026 Oct 15, 2026
Ellsworth Advisors, LLC History Reduced 5,428 865 0.14% 0.16% 447 -105 -1.9% Q3 2026 Oct 15, 2026
DAVENPORT & Co LLC History Added to 5,426 864 0.0% 0.0% 448 +136 2.57% Q3 2026 Oct 14, 2026
MUFG SECURITIES AMERICAS INC. History No change 4,659 862 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 4,616 854 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 12, 2026
Nautilus Advisors LLC History No change 5,331 849 0.51% 0.56% 451 0 0.0% Q3 2026 Oct 06, 2026
Blackhawk Capital Partners, LLC History No change 4,536 839 0.27% 0.27% 452 0 0.0% Q2 2026 Jul 20, 2026
Johnson Financial Group, Inc. History No change 4,500 837 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 10, 2026
PFG Investments, LLC History No change 4,505 834 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 23, 2026
365 WMG Private Fund I: Primus Fund LLC History New 5,059 806 0.48% — 456 +5,059 New Q3 2026 Oct 20, 2026
Axecap Investments, LLC History Reduced 5,059 806 0.48% 0.52% 455 -1 -0.02% Q3 2026 Oct 20, 2026
Rehmann Capital Advisory Group History No change 4,348 805 0.04% 0.04% 457 0 0.0% Q2 2026 Aug 20, 2026
J.W. COLE ADVISORS, INC. History No change 4,340 803 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 21, 2026
Mediolanum International Funds Ltd History No change 4,308 801 0.01% 0.01% 459 0 0.0% Q2 2026 Jul 23, 2026
Westhampton Capital, LLC History No change 5,025 800 0.35% 0.39% 460 0 0.0% Q3 2026 Oct 30, 2026
BESSEMER GROUP INC History No change 4,316 798 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,919 783 0.01% 0.0% 462 +3,634 282.8% Q3 2026 Oct 23, 2026
Azimuth Capital Investment Management LLC History No change 4,223 781 0.03% 0.03% 463 0 0.0% Q2 2026 Aug 12, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 4,899 780 0.14% 0.16% 464 +16 0.33% Q3 2026 Oct 13, 2026
OneDigital Investment Advisors LLC History No change 4,202 777 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,187 775 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
Accordant Advisory Group Inc History New 4,855 773 0.48% — 467 +4,855 New Q3 2026 Oct 29, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 4,161 770 0.24% 0.24% 468 0 0.0% Q2 2026 Jul 09, 2026
Summit Financial, LLC History No change 4,074 758 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History Reduced 4,748 756 0.03% 0.05% 470 -59 -1.23% Q3 2026 Oct 26, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 4,035 747 0.04% 0.04% 471 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History Reduced 4,668 743 0.01% 0.02% 473 -66 -1.39% Q3 2026 Nov 03, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 4,111 743 0.03% 0.03% 472 0 0.0% Q2 2026 Jul 23, 2026
North Dakota State Investment Board History Added to 4,662 742 0.03% 0.03% 474 +82 1.79% Q3 2026 Oct 27, 2026
Ridge Creek Global, Inc History No change 4,000 740 0.58% 0.58% 475 0 0.0% Q2 2026 Aug 11, 2026
CENTAURUS FINANCIAL, INC. History No change 3,977 736 0.03% 0.03% 476 0 0.0% Q2 2026 Aug 17, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,973 735 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 3,936 732 0.02% 0.02% 478 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 4,592 731 0.01% 0.01% 479 +228 5.22% Q3 2026 Oct 30, 2026
MBA Advisors LLC History Added to 4,561 726 0.24% 0.28% 480 +13 0.29% Q3 2026 Oct 29, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 4,530 721 0.01% 0.01% 481 0 0.0% Q3 2026 Oct 19, 2026
OSTRUM ASSET MANAGEMENT History No change 3,872 716 0.03% 0.03% 482 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 4,408 702 0.01% 0.02% 483 -821 -15.7% Q3 2026 Oct 22, 2026
Metis Global Partners, LLC History No change 3,770 697 0.02% 0.02% 484 0 0.0% Q2 2026 Aug 10, 2026
Advyzon Investment Management, LLC History No change 3,768 697 0.05% 0.05% 485 0 0.0% Q2 2026 Aug 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,750 694 0.1% 0.1% 486 0 0.0% Q2 2026 Aug 12, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 4,310 686 0.41% 0.48% 487 -7 -0.16% Q3 2026 Oct 14, 2026
AssuredPartners Investment Advisors, LLC History No change 3,711 686 0.07% 0.07% 488 0 0.0% Q2 2026 Aug 10, 2026
Beverly Hills Private Wealth, LLC History Added to 4,296 684 0.12% 0.1% 489 +1,377 47.17% Q3 2026 Nov 03, 2026
Canada Post Corp Registered Pension Plan History No change 3,648 675 0.02% 0.02% 490 0 0.0% Q2 2026 Jul 15, 2026
Krilogy Financial LLC History Added to 4,056 671 0.02% 0.02% 491 +703 20.97% Q3 2026 Oct 13, 2026
Ascentis Wealth Management, LLC History Added to 4,205 670 0.11% 0.05% 492 +2,496 146.05% Q3 2026 Nov 03, 2026
Linden Thomas Advisory Services, LLC History Reduced 4,179 666 0.05% 0.06% 494 -43 -1.02% Q3 2026 Oct 19, 2026
TMB Capital Partners, LLC History Added to 4,180 666 0.2% 0.24% 495 +10 0.24% Q3 2026 Oct 20, 2026
Ballentine Partners, LLC History No change 3,598 666 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 17, 2026
BlackDiamond Wealth Management, LLC History No change 3,802 661 0.27% 0.27% 496 0 0.0% Q2 2026 Aug 11, 2026
NATURAL INVESTMENTS, LLC History No change 3,561 659 0.14% 0.14% 497 0 0.0% Q2 2026 Jul 31, 2026
Arkadios Wealth Advisors History No change 3,555 658 0.01% 0.01% 498 0 0.0% Q2 2026 Aug 10, 2026
INVESTMENT PARTNERS, LTD. History Added to 4,118 656 0.1% 0.16% 499 +1,389 50.9% Q3 2026 Oct 28, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,509 649 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial Strategies, Inc. History No change 4,052 645 0.04% 0.05% 501 0 0.0% Q3 2026 Oct 14, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 4,045 644 0.01% 0.01% 503 -601 -12.94% Q3 2026 Oct 30, 2026
Opus Capital Group, LLC History Added to 4,040 644 0.06% 0.07% 502 +39 0.97% Q3 2026 Oct 30, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 4,041 643 0.44% 0.51% 504 +1 0.02% Q3 2026 Nov 02, 2026
FORBES J M & CO LLP History No change 3,983 634 0.05% 0.06% 505 0 0.0% Q3 2026 Oct 16, 2026
D.A. DAVIDSON & CO. History Added to 3,962 631 0.0% 0.0% 506 +51 1.3% Q3 2026 Oct 27, 2026
SYON CAPITAL LLC History No change 3,404 630 0.03% 0.03% 507 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History Added to 3,947 629 0.0% 0.0% 509 +829 26.59% Q3 2026 Oct 16, 2026
HBK Sorce Advisory LLC History No change 3,541 629 0.01% 0.01% 508 0 0.0% Q2 2026 Aug 06, 2026
Koshinski Asset Management, Inc. History No change 3,908 622 0.03% 0.04% 510 0 0.0% Q3 2026 Oct 29, 2026
GREENLEAF TRUST History Reduced 3,895 620 0.01% 0.01% 511 -43 -1.09% Q3 2026 Oct 29, 2026
BIP Wealth, LLC History No change 3,891 620 0.02% 0.02% 512 0 0.0% Q3 2026 Oct 22, 2026
AlphaCore Capital LLC History Added to 3,869 618 0.01% 0.01% 514 +1,421 58.05% Q3 2026 Nov 04, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 3,340 618 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 14, 2026
Kepler Cheuvreux (Suisse) SA History Reduced 3,874 617 0.04% 0.06% 516 -2,042 -34.52% Q3 2026 Oct 20, 2026
Bank & Trust Co History Reduced 3,876 617 0.39% 0.47% 515 -136 -3.39% Q3 2026 Oct 07, 2026
ASR Vermogensbeheer N.V. History Reduced 3,864 615 0.01% 0.07% 517 -31,129 -88.96% Q3 2026 Oct 16, 2026
PAX Financial Group, LLC History No change 3,315 613 0.09% 0.09% 518 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 3,308 612 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 3,294 609 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 03, 2026
XML Financial, LLC History Added to 3,789 603 0.04% 0.05% 521 +20 0.53% Q3 2026 Oct 29, 2026
One Way Holdings LLC History Reduced 3,787 603 0.03% 0.03% 522 -3 -0.08% Q3 2026 Oct 29, 2026
Bollard Group LLC History No change 3,249 602 0.02% 0.02% 523 0 0.0% Q2 2026 Aug 12, 2026
OPAL CAPITAL LLC History No change 3,249 601 0.11% 0.11% 524 0 0.0% Q2 2026 Aug 05, 2026
FOSTER & MOTLEY INC History No change 3,209 594 0.03% 0.03% 525 0 0.0% Q2 2026 Aug 07, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 3,203 593 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 29, 2026
RS CRUM INC. History No change 3,710 591 0.11% 0.13% 527 0 0.0% Q3 2026 Oct 19, 2026
Global Retirement Partners, LLC History No change 3,187 589 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 06, 2026
Vontobel Holding Ltd. History Added to 3,691 588 0.0% 0.0% 529 +2,056 125.75% Q3 2026 Oct 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 3,684 587 0.02% 0.01% 530 +151 4.27% Q3 2026 Oct 21, 2026
Sandro Wealth Management LLC History No change 3,168 586 0.42% 0.42% 531 0 0.0% Q2 2026 Aug 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,149 583 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 3,108 575 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 13, 2026
MAD RIVER INVESTORS History No change 3,600 573 0.23% 0.25% 534 0 0.0% Q3 2026 Oct 27, 2026
Ascentis Independent Advisors History New 3,593 572 0.03% — 536 +3,593 New Q3 2026 Nov 03, 2026
V-Square Quantitative Management LLC History Added to 3,593 572 0.05% 0.06% 535 +454 14.46% Q3 2026 Oct 15, 2026
Kingdom Financial Group LLC. History Reduced 3,560 567 0.14% 0.18% 537 -322 -8.29% Q3 2026 Nov 04, 2026
Weaver Capital Management LLC History Reduced 3,488 555 0.11% 0.13% 538 -257 -6.86% Q3 2026 Oct 15, 2026
Coppell Advisory Solutions LLC History No change 130 555 0.05% 0.05% 539 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 2,962 548 0.02% 0.02% 540 0 0.0% Q2 2026 Aug 06, 2026
TEMA ETFS LLC History Added to 3,436 547 0.02% 0.02% 541 +58 1.72% Q3 2026 Oct 16, 2026
GC Wealth Management RIA, LLC History Added to 3,427 546 0.03% 0.04% 542 +26 0.76% Q3 2026 Nov 02, 2026
Global X Japan Co., Ltd. History Reduced 3,416 544 0.02% 0.02% 544 -129 -3.64% Q3 2026 Oct 21, 2026
Bridgewater Advisors Inc. History No change 3,065 544 0.03% 0.03% 543 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN NATIONAL BANK & TRUST History No change 3,400 541 0.05% 0.05% 545 0 0.0% Q3 2026 Oct 07, 2026
Frec Markets, Inc. History No change 2,920 540 0.05% 0.05% 546 0 0.0% Q2 2026 Aug 13, 2026
SIMON QUICK ADVISORS, LLC History New 3,357 535 0.02% — 547 +3,357 New Q3 2026 Oct 26, 2026
OPTIMIZE FINANCIAL INC. History No change 2,870 531 0.19% 0.19% 548 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 2,870 531 0.12% 0.12% 549 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 2,862 529 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 06, 2026
WESTWOOD HOLDINGS GROUP INC History No change 2,857 528 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
HFG Advisors, Inc. History No change 2,847 527 0.33% 0.33% 552 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,832 524 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 2,826 523 0.01% 0.01% 554 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 2,829 523 0.01% 0.01% 555 0 0.0% Q2 2026 Aug 12, 2026
William B. Walkup & Associates, Inc. History No change 2,816 521 0.25% 0.25% 556 0 0.0% Q2 2026 Jul 30, 2026
Csenge Advisory Group History Reduced 3,204 510 0.02% 0.02% 557 -126 -3.78% Q3 2026 Nov 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 2,733 508 0.01% 0.01% 558 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 2,733 505 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History Added to 3,150 502 0.01% 0.01% 560 +875 38.46% Q3 2026 Nov 03, 2026
Chicago Partners Investment Group LLC History Added to 2,847 501 0.01% 0.01% 561 +1,055 58.87% Q3 2026 Oct 26, 2026
Kingsview Wealth Management, LLC History No change 2,681 496 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 18, 2026
SYM FINANCIAL Corp History Added to 3,099 493 0.04% 0.04% 563 +398 14.74% Q3 2026 Oct 26, 2026
BURNEY CO/ History Added to 3,070 489 0.01% 0.02% 564 +5 0.16% Q3 2026 Oct 15, 2026
Burns Matteson Capital Management, LLC History New 3,054 486 0.17% — 566 +3,054 New Q3 2026 Oct 16, 2026
Curbstone Financial Management Corp History Added to 3,050 486 0.08% 0.09% 565 +200 7.02% Q3 2026 Oct 21, 2026
BARLOW WEALTH PARTNERS, LLC History No change 2,965 483 0.05% 0.06% 567 0 0.0% Q3 2026 Oct 15, 2026
Swisher Financial Concepts, Inc. History No change 2,602 481 0.3% 0.3% 568 0 0.0% Q2 2026 Aug 06, 2026
PARTHENON LLC History No change 3,000 478 0.05% 0.06% 569 0 0.0% Q3 2026 Oct 22, 2026
TCW GROUP INC History No change 2,570 475 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 03, 2026
Sterling Investment Counsel, LLC History No change 2,980 474 0.11% 0.13% 571 0 0.0% Q3 2026 Oct 19, 2026
Kapstone Financial Advisors LLC History No change 2,539 470 0.2% 0.2% 572 0 0.0% Q2 2026 Aug 07, 2026
Ranch Capital Advisors Inc. History No change 2,505 466 0.15% 0.15% 573 0 0.0% Q2 2026 Aug 03, 2026
First Affirmative Financial Network History New 2,875 458 0.1% — 574 +2,875 New Q3 2026 Oct 21, 2026
Apollon Wealth Management, LLC History Reduced 2,870 457 0.01% 0.01% 575 -291 -9.21% Q3 2026 Oct 23, 2026
Compound Planning, Inc. History No change 2,473 457 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 04, 2026
Shah Wealth Advisors, LLC History No change 2,473 457 0.11% 0.11% 577 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History Added to 2,847 453 0.01% 0.01% 579 +529 22.82% Q3 2026 Oct 23, 2026
Sigma Planning Corp History Reduced 2,843 453 0.01% 0.01% 578 -13 -0.46% Q3 2026 Oct 23, 2026
McAdam, LLC History Added to 2,797 445 0.02% 0.02% 580 +34 1.23% Q3 2026 Oct 21, 2026
Wagner Wealth Management, Corp History Reduced 2,782 443 0.35% 0.42% 582 -45 -1.59% Q3 2026 Oct 20, 2026
EP Wealth Advisors, LLC History No change 2,393 443 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
Sound Financial Strategies Group, LLC History Added to 2,768 441 0.3% 0.21% 583 +959 53.01% Q3 2026 Oct 30, 2026
Parallel Advisors, LLC History Reduced 2,767 440 0.01% 0.01% 585 -114 -3.96% Q3 2026 Nov 03, 2026
Aptus Capital Advisors, LLC History No change 2,377 440 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 12, 2026
FIL Ltd History No change 2,354 435 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 2,339 433 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
Bull Harbor Capital LLC History No change 2,325 430 0.08% 0.08% 588 0 0.0% Q2 2026 Aug 10, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 2,673 425 0.02% 0.03% 589 -2 -0.07% Q3 2026 Oct 23, 2026
Penobscot Investment Management Company, Inc. History No change 2,670 425 0.03% 0.03% 590 0 0.0% Q3 2026 Oct 26, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 2,661 424 0.01% 0.02% 591 -702 -20.87% Q3 2026 Oct 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,643 423 0.01% 0.01% 592 +350 15.26% Q3 2026 Oct 23, 2026
Community Financial Services Group, LLC History No change 2,614 423 0.06% 0.07% 593 0 0.0% Q3 2026 Oct 15, 2026
Advisory Alpha, LLC History No change 2,271 420 0.01% 0.01% 594 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 2,268 419 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 07, 2026
Stokes Capital Advisors, LLC History No change 2,628 418 0.09% 0.1% 596 0 0.0% Q3 2026 Oct 09, 2026
Brendel Financial Advisors LLC History No change 2,257 417 0.19% 0.19% 597 0 0.0% Q2 2026 Jul 31, 2026
Wedmont Private Capital History Added to 2,506 414 0.01% 0.01% 598 +9 0.36% Q3 2026 Oct 09, 2026
Essex Financial Services, Inc. History No change 2,195 406 0.02% 0.02% 599 0 0.0% Q2 2026 Aug 10, 2026
J. Safra Sarasin Holding AG History Reduced 2,546 405 0.01% 0.01% 600 -2,918 -53.4% Q3 2026 Oct 26, 2026
Brookstone Capital Management History Added to 2,520 401 0.0% 0.0% 601 +1,271 101.76% Q3 2026 Oct 22, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 2,168 401 0.15% 0.15% 602 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 2,160 399 0.02% 0.02% 603 0 0.0% Q2 2026 Aug 04, 2026
Generations Wealth, LLC History No change 2,157 399 0.38% 0.38% 604 0 0.0% Q2 2026 Aug 11, 2026
Clark Capital Management Group, Inc. History No change 2,153 398 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History New 2,487 396 0.01% — 606 +2,487 New Q3 2026 Oct 29, 2026
Midwest Trust Co History New 2,478 394 0.0% — 608 +2,478 New Q3 2026 Oct 22, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 2,471 394 0.03% 0.03% 607 +10 0.41% Q3 2026 Oct 22, 2026
Expressive Wealth LLC History No change 2,114 391 0.37% 0.37% 609 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 2,107 390 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 04, 2026
Virtu Financial LLC History No change 2,088 387 0.01% 0.01% 611 0 0.0% Q2 2026 Aug 13, 2026
Samalin Investment Counsel, LLC History Added to 2,380 379 0.12% 0.14% 612 +9 0.38% Q3 2026 Oct 23, 2026
ROMAN BUTLER FULLERTON & CO History New 2,230 378 0.09% — 615 +2,230 New Q3 2026 Oct 26, 2026
Fisher Asset Management, LLC History No change 2,041 378 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON TRUST BANK History No change 2,375 378 0.03% 0.03% 614 0 0.0% Q3 2026 Nov 03, 2026
Prospera Financial Services Inc History Reduced 2,081 377 0.0% 0.01% 617 -750 -26.49% Q3 2026 Nov 04, 2026
Equitable Holdings, Inc. History No change 2,041 377 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 17, 2026
Rossby Financial, LCC History No change 2,039 377 0.07% 0.07% 618 0 0.0% Q2 2026 Aug 04, 2026
GROUPAMA ASSET MANAGMENT History No change 2,016 375 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 2,022 374 0.06% 0.06% 620 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History Reduced 2,345 373 0.02% 0.02% 622 -46 -1.92% Q3 2026 Nov 02, 2026
Capital Investment Counsel, Inc History No change 2,342 373 0.04% 0.05% 621 0 0.0% Q3 2026 Oct 20, 2026
Jacobi Capital Management LLC History No change 2,014 372 0.02% 0.02% 623 0 0.0% Q2 2026 Jul 31, 2026
Lakeshore Financial Planning, Inc. History No change 2,328 371 0.12% 0.14% 624 0 0.0% Q3 2026 Oct 13, 2026
Lewis Asset Management, LLC History Added to 2,299 368 0.13% 0.15% 625 +7 0.31% Q3 2026 Oct 13, 2026
Mayflower Financial Advisors, LLC History No change 1,983 367 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 09, 2026
TWO SIGMA SECURITIES, LLC History No change 1,963 363 0.03% 0.03% 627 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 2,274 362 0.01% 0.01% 628 +352 18.31% Q3 2026 Nov 02, 2026
Gladstone Institutional Advisory LLC History No change 1,923 356 0.01% 0.01% 629 0 0.0% Q2 2026 Jul 27, 2026
Erste Asset Management GmbH History No change 1,900 353 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 28, 2026
McLaughlin Asset Management, Inc. History No change 1,909 353 2.36% 2.36% 631 0 0.0% Q2 2026 Aug 12, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 2,210 352 0.13% 0.15% 632 0 0.0% Q3 2026 Oct 21, 2026
Lantz Financial LLC History No change 2,209 352 0.06% 0.07% 633 0 0.0% Q3 2026 Oct 15, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 1,891 350 0.07% 0.07% 634 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History New 2,068 349 0.01% — 636 +2,068 New Q3 2026 Nov 03, 2026
Gen-Wealth Partners Inc History Reduced 2,192 349 0.1% 0.12% 635 -140 -6.0% Q3 2026 Nov 04, 2026
Smartleaf Asset Management LLC History No change 1,839 342 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History No change 2,121 338 0.09% 0.11% 638 0 0.0% Q3 2026 Oct 09, 2026
Legacy Financial Advisors, Inc. History No change 1,830 338 0.04% 0.04% 639 0 0.0% Q2 2026 Aug 05, 2026
Ground Swell Capital, LLC History No change 1,818 336 0.36% 0.36% 640 0 0.0% Q2 2026 Aug 05, 2026
Planned Solutions, Inc. History No change 2,105 335 0.09% 0.11% 641 0 0.0% Q3 2026 Oct 19, 2026
CVFG LLC History No change 1,799 333 0.03% 0.03% 642 0 0.0% Q2 2026 Aug 11, 2026
Kessler Investment Group, LLC History Reduced 2,081 331 0.16% 0.16% 643 -9 -0.43% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 2,073 330 0.01% 0.01% 644 +660 46.71% Q3 2026 Nov 04, 2026
WealthPlan Investment Management, LLC History Added to 2,053 327 0.02% 0.02% 645 +24 1.18% Q3 2026 Oct 15, 2026
Asset One Wealth Management LLC History No change 2,053 327 0.03% 0.04% 646 0 0.0% Q3 2026 Nov 02, 2026
Fulcrum Asset Management LLP History Added to 2,018 325 0.02% 0.0% 647 +1,976 4704.76% Q3 2026 Nov 04, 2026
Modera Wealth Management, LLC History Added to 2,036 324 0.0% 0.0% 648 +856 72.54% Q3 2026 Oct 28, 2026
Clear Trail Advisors, LLC History Reduced 2,031 323 0.05% 0.06% 649 -116 -5.4% Q3 2026 Oct 20, 2026
Ballast, Inc. History No change 2,020 321 0.06% 0.07% 650 0 0.0% Q3 2026 Oct 20, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 1,733 320 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 14, 2026
LMCG INVESTMENTS, LLC History No change 2,000 318 0.02% 0.02% 652 0 0.0% Q3 2026 Oct 21, 2026
CHOREO, LLC History Reduced 1,995 317 0.0% 0.01% 653 -1,359 -40.52% Q3 2026 Oct 28, 2026
3Chopt Investment Partners, LLC History Added to 1,969 315 0.06% 0.07% 654 +80 4.24% Q3 2026 Oct 30, 2026
Advisors Capital Management, LLC History No change 1,693 313 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History Reduced 1,926 306 0.01% 0.01% 659 -171 -8.15% Q3 2026 Nov 04, 2026
GREAT LAKES ADVISORS, LLC History No change 1,656 306 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 10, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,950 306 0.05% 0.05% 657 0 0.0% Q2 2026 Aug 03, 2026
CM WEALTH ADVISORS LLC History No change 1,646 306 0.06% 0.06% 658 0 0.0% Q2 2026 Aug 10, 2026
Lifeworks Advisors, LLC History No change 1,647 304 0.03% 0.03% 660 0 0.0% Q2 2026 Aug 14, 2026
Cyndeo Wealth Partners, LLC History Added to 1,905 303 0.01% 0.02% 662 +9 0.47% Q3 2026 Oct 16, 2026
Verition Fund Management LLC History No change 1,640 303 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 14, 2026
Sippican Capital Advisors History No change 1,900 302 0.2% 0.21% 663 0 0.0% Q3 2026 Oct 23, 2026
Klingman & Associates, LLC History New 1,877 299 0.01% — 664 +1,877 New Q3 2026 Oct 20, 2026
Signal Advisors Wealth, LLC History New 1,867 297 0.01% — 666 +1,867 New Q3 2026 Oct 13, 2026
SRH ADVISORS, LLC History No change 1,866 297 0.08% 0.09% 665 0 0.0% Q3 2026 Oct 22, 2026
Busey Bank History Added to 1,844 293 0.01% 0.01% 667 +3 0.16% Q3 2026 Oct 26, 2026
Pinion Investment Advisors, LLC History Reduced 1,834 292 0.05% 0.07% 668 -189 -9.34% Q3 2026 Nov 04, 2026
Turtle Creek Wealth Advisors, LLC History New 1,827 291 0.01% — 669 +1,827 New Q3 2026 Oct 15, 2026
Integrated Advisors Network LLC History Added to 1,823 290 0.01% 0.01% 671 +293 19.15% Q3 2026 Oct 20, 2026
Tower Research Capital LLC (TRC) History No change 1,567 290 0.01% 0.01% 670 0 0.0% Q2 2026 Aug 11, 2026
Exit Wealth Advisors, LLC. History No change 1,568 290 0.13% 0.13% 672 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,796 286 0.0% 0.0% 673 +178 11.0% Q3 2026 Oct 27, 2026
BKM Wealth Management, LLC History No change 1,800 286 0.09% 0.12% 674 0 0.0% Q3 2026 Oct 22, 2026
McCarley & Cook Financial Planners History Added to 1,792 285 0.22% 0.26% 675 +4 0.22% Q3 2026 Oct 21, 2026
Stratos Investment Management, LLC History No change 1,535 284 0.01% 0.01% 676 0 0.0% Q2 2026 Aug 11, 2026
BankChampaign, National Association History Reduced 1,777 283 0.24% 0.26% 677 -47 -2.58% Q3 2026 Oct 19, 2026
Ameritas Investment Partners, Inc. History No change 1,520 281 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 13, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 1,507 279 0.05% 0.05% 679 0 0.0% Q2 2026 Jul 23, 2026
Wall Street Financial Group, Inc. History No change 1,508 279 0.15% 0.15% 680 0 0.0% Q2 2026 Jul 13, 2026
Dempze Nancy E History No change 1,500 277 0.13% 0.13% 681 0 0.0% Q2 2026 Aug 12, 2026
BANTAMAC CAPITAL, LLC History No change 1,500 277 0.14% 0.14% 682 0 0.0% Q2 2026 Aug 10, 2026
Trust Asset Management LLC History New 1,737 276 0.02% — 683 +1,737 New Q3 2026 Nov 03, 2026
Advanced Asset Management Advisors Inc History Added to 1,713 273 0.07% 0.08% 684 +31 1.84% Q3 2026 Oct 20, 2026
Modern Wealth Management, LLC History No change 1,472 272 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 1,465 271 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 11, 2026
L. Roy Papp & Associates, LLP History No change 1,688 269 0.03% 0.03% 687 0 0.0% Q3 2026 Oct 21, 2026
Marble Harbor Investment Counsel, LLC History No change 1,458 269 0.03% 0.03% 688 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 1,456 269 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,451 268 0.02% 0.02% 690 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 1,448 268 0.03% 0.03% 691 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,441 267 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 1,653 263 0.01% 0.02% 693 0 0.0% Q3 2026 Oct 13, 2026
Stratos Wealth Advisors, LLC History No change 1,423 263 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 11, 2026
QTR Family Wealth, LLC History New 1,649 262 0.1% — 697 +1,649 New Q3 2026 Nov 02, 2026
TRUST CO OF VERMONT History No change 1,650 262 0.01% 0.01% 695 0 0.0% Q3 2026 Oct 21, 2026
Gateway Wealth Partners, LLC History No change 1,420 262 0.02% 0.02% 696 0 0.0% Q2 2026 Aug 04, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 1,635 260 0.0% 0.0% 698 +49 3.09% Q3 2026 Oct 22, 2026
UNITED BANK History No change 1,403 259 0.03% 0.03% 699 0 0.0% Q2 2026 Jul 30, 2026
Gross & Hartman Investments LLC History No change 1,402 259 0.11% 0.11% 700 0 0.0% Q2 2026 Aug 13, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 1,500 259 0.14% 0.14% 701 0 0.0% Q2 2026 Aug 27, 2026
one8zero8, LLC History No change 1,400 259 0.05% 0.05% 702 0 0.0% Q2 2026 Aug 10, 2026
AlphaGrep UK Ltd History No change 1,403 259 0.08% 0.08% 703 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 1,384 256 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,376 255 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 1,371 253 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 29, 2026
Wealthquest Corp History No change 1,360 251 0.02% 0.02% 707 0 0.0% Q2 2026 Jul 23, 2026
Crestwood Advisors Group, LLC History Added to 1,563 249 0.0% 0.0% 708 +207 15.27% Q3 2026 Oct 27, 2026
WHITTIER TRUST CO History No change 1,307 247 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 1,332 246 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 10, 2026
POINCIANA ADVISORS GROUP, LLC History No change 1,303 241 0.18% 0.18% 711 0 0.0% Q2 2026 Jul 28, 2026
Biltmore Family Office, LLC History Reduced 1,500 240 0.03% 0.04% 712 -10 -0.66% Q3 2026 Nov 03, 2026
Walleye Capital LLC History No change 1,298 240 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 03, 2026
PROFUND ADVISORS LLC History Added to 1,497 238 0.01% 0.01% 714 +142 10.48% Q3 2026 Oct 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 1,281 237 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 14, 2026
Raiffeisen Bank International AG History New 1,470 236 0.0% — 716 +1,470 New Q3 2026 Oct 28, 2026
REGIONS FINANCIAL CORP History Reduced 1,470 234 0.0% 0.0% 717 -353 -19.36% Q3 2026 Nov 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 1,469 234 0.0% 0.01% 718 -13 -0.88% Q3 2026 Nov 04, 2026
Pointe Capital Management LLC History No change 1,260 233 0.1% 0.1% 719 0 0.0% Q2 2026 Aug 14, 2026
Sun Financial Inc History No change 1,335 232 0.11% 0.11% 720 0 0.0% Q2 2026 Aug 11, 2026
F/m Investments LLC History No change 1,250 231 0.01% 0.01% 721 0 0.0% Q2 2026 Aug 05, 2026
Iron Gate Global Advisors LLC History No change 1,238 229 0.02% 0.02% 722 0 0.0% Q2 2026 Aug 14, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 1,239 229 0.03% 0.03% 723 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,435 228 0.03% 0.03% 724 0 0.0% Q3 2026 Oct 14, 2026
Curated Wealth Partners LLC History New 1,419 226 0.02% — 726 +1,419 New Q3 2026 Oct 15, 2026
Manchester Capital Management LLC History Added to 1,420 226 0.03% 0.03% 725 +2 0.14% Q3 2026 Oct 22, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 1,410 225 0.03% 0.04% 727 -69 -4.67% Q3 2026 Oct 19, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,218 225 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 11, 2026
Beta Wealth Group, Inc. History No change 1,211 224 0.08% 0.08% 729 0 0.0% Q2 2026 Jul 24, 2026
Fifth Third Wealth Advisors LLC History Reduced 1,402 223 0.01% 0.01% 732 -23 -1.61% Q3 2026 Oct 22, 2026
Aristotle Capital Management, LLC History No change 1,207 223 0.0% 0.0% 730 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 1,209 223 0.02% 0.02% 731 0 0.0% Q2 2026 Aug 06, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 1,256 223 0.12% 0.12% 733 0 0.0% Q2 2026 Aug 07, 2026
Claro Advisors Inc. History Reduced 1,395 222 0.02% 0.04% 735 -489 -25.96% Q3 2026 Nov 02, 2026
HHM Wealth Advisors, LLC History No change 1,204 222 0.02% 0.02% 734 0 0.0% Q2 2026 Jul 13, 2026
IFP Advisors, Inc History Reduced 1,388 221 0.0% 0.01% 736 -588 -29.76% Q3 2026 Oct 16, 2026
Financial Advisors Network, Inc. History No change 1,195 221 0.03% 0.03% 737 0 0.0% Q2 2026 Aug 14, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 1,382 220 0.1% 0.25% 739 -1,256 -47.61% Q3 2026 Oct 27, 2026
Verisail Partners, LLC History Reduced 1,383 220 0.08% 0.12% 738 -299 -17.78% Q3 2026 Oct 19, 2026
Aprio Wealth Management, LLC History Added to 1,376 219 0.01% 0.01% 740 +47 3.54% Q3 2026 Oct 28, 2026
OPTIMA CAPITAL LLC History Reduced 1,363 217 0.09% 0.1% 742 -4 -0.29% Q3 2026 Oct 29, 2026
VISTA INVESTMENT PARTNERS II, LLC History No change 1,367 217 0.09% 0.1% 741 0 0.0% Q3 2026 Oct 15, 2026
MBL Wealth, LLC History New 1,316 209 0.01% — 745 +1,316 New Q3 2026 Oct 22, 2026
Parcion Private Wealth LLC History New 1,315 209 0.01% — 744 +1,315 New Q3 2026 Oct 28, 2026
Founders Financial Alliance, LLC History No change 1,133 209 0.03% 0.03% 743 0 0.0% Q2 2026 Aug 04, 2026
Versant Capital Management, Inc History Added to 1,308 208 0.02% 0.02% 746 +114 9.55% Q3 2026 Oct 01, 2026
Prostatis Group LLC History No change 1,121 207 0.05% 0.05% 747 0 0.0% Q2 2026 Aug 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 1,294 206 0.01% 0.01% 748 +13 1.01% Q3 2026 Oct 26, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 1,291 205 0.05% 0.05% 749 -6 -0.46% Q3 2026 Oct 28, 2026
Client First Capital LLC History No change 1,289 205 0.08% 0.09% 750 0 0.0% Q3 2026 Oct 22, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 1,275 203 0.12% 0.15% 754 -140 -9.89% Q3 2026 Oct 30, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,100 203 0.0% 0.0% 751 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 1,100 203 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 1,099 203 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 03, 2026
Portland Global Advisors LLC History No change 1,090 201 0.02% 0.02% 755 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 1,236 196 0.0% 0.0% 756 0 0.0% Q3 2026 Oct 05, 2026
Aster Capital Management (DIFC) Ltd History No change 944 174 0.04% 0.04% 757 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 1,044 166 0.01% — 759 +1,044 New Q3 2026 Oct 21, 2026
Penserra Capital Management LLC History No change 899 166 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 894 165 0.02% 0.02% 760 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History Added to 1,003 159 0.02% 0.01% 762 +628 167.47% Q3 2026 Oct 07, 2026
UMB Bank, n.a. History No change 862 159 0.0% 0.0% 761 0 0.0% Q2 2026 Aug 13, 2026
Signature Equity Partners, LLC History Added to 936 149 0.05% 0.08% 763 +5 0.54% Q3 2026 Oct 29, 2026
SJS Investment Consulting Inc. History Added to 922 147 0.01% 0.01% 764 +500 118.48% Q3 2026 Oct 26, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 895 142 0.0% 0.0% 765 0 0.0% Q3 2026 Oct 23, 2026
Quantum Portfolio Management LLC History No change 711 131 0.05% 0.05% 766 0 0.0% Q2 2026 Aug 14, 2026
AlphaCentric Advisors LLC History New 795 126 0.11% — 767 +795 New Q3 2026 Nov 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 655 120 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 13, 2026
Mechanics Financial Corp History No change 747 119 0.04% 0.05% 769 0 0.0% Q3 2026 Nov 05, 2026
Colonial Trust Co / SC History No change 639 118 0.01% 0.01% 770 0 0.0% Q2 2026 Aug 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 611 113 0.01% 0.01% 771 0 0.0% Q2 2026 Jul 31, 2026
Frazier Financial Advisors, LLC History No change 610 112 0.06% 0.06% 772 0 0.0% Q2 2026 Aug 10, 2026
GHP Investment Advisors, Inc. History No change 674 107 0.0% 0.0% 773 0 0.0% Q3 2026 Oct 15, 2026
MCDONALD PARTNERS LLC History No change 667 106 0.03% 0.03% 774 0 0.0% Q3 2026 Nov 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 645 102 0.0% 0.03% 775 -2,938 -82.0% Q3 2026 Nov 04, 2026
Transamerica Financial Advisors, LLC History No change 548 101 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 14, 2026
Field & Main Bank History No change 550 101 0.02% 0.02% 777 0 0.0% Q2 2026 Aug 19, 2026
Hills Bank & Trust Co History No change 542 100 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 10, 2026
Citizens National Bank Trust Department History No change 630 100 0.01% 0.02% 779 0 0.0% Q3 2026 Nov 04, 2026
MONTAG A & ASSOCIATES INC History Added to 600 96 0.0% 0.0% 780 +260 76.47% Q3 2026 Oct 29, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 512 94 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 14, 2026
Kentucky Trust Co History No change 591 94 0.05% 0.05% 782 0 0.0% Q3 2026 Oct 15, 2026
NBH Bank History No change 500 92 0.04% 0.04% 783 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 476 89 0.0% 0.0% 784 0 0.0% Q2 2026 Jul 27, 2026
New Age Alpha Advisors, LLC History No change 481 89 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 13, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 476 88 0.01% 0.01% 786 0 0.0% Q2 2026 Jul 14, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 549 87 0.01% 0.01% 787 0 0.0% Q3 2026 Oct 19, 2026
Cromwell Holdings LLC History Added to 536 85 0.04% 0.04% 789 +21 4.08% Q3 2026 Oct 28, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 539 85 0.01% 0.01% 788 -3 -0.55% Q3 2026 Oct 27, 2026
Princeton Global Asset Management LLC History No change 530 84 0.01% 0.01% 790 0 0.0% Q3 2026 Oct 21, 2026
OSLO PENSJONSFORSIKRING AS History No change 522 83 0.01% 0.01% 791 0 0.0% Q3 2026 Oct 15, 2026
Atlantic Union Bankshares Corp History No change 445 82 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History Reduced 514 81 0.01% 0.01% 793 -4 -0.77% Q3 2026 Oct 27, 2026
Quent Capital, LLC History No change 437 80 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 500 79 0.05% 0.05% 795 0 0.0% Q3 2026 Oct 28, 2026
CYBER HORNET ETFs LLC History No change 422 78 0.04% 0.04% 796 0 0.0% Q2 2026 Aug 24, 2026
Deseret Mutual Benefit Administrators History No change 447 71 0.02% 0.03% 797 0 0.0% Q3 2026 Nov 04, 2026
Wilmington Savings Fund Society, FSB History No change 425 67 0.0% 0.0% 798 0 0.0% Q3 2026 Oct 23, 2026
KERR FINANCIAL PLANNING Corp History No change 366 67 0.07% 0.07% 799 0 0.0% Q2 2026 Jul 02, 2026
ROTHSCHILD INVESTMENT LLC History No change 356 65 0.0% 0.0% 800 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History Added to 405 64 0.0% — 802 +305 305.0% Q3 2026 Nov 02, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 400 64 0.01% 0.01% 801 0 0.0% Q3 2026 Nov 04, 2026
Provenance Wealth Advisors, LLC History New 399 63 0.0% — 803 +399 New Q3 2026 Oct 30, 2026
GoalVest Advisory LLC History Reduced 395 62 0.01% 0.01% 805 -15 -3.66% Q3 2026 Oct 02, 2026
Hanson & Doremus Investment Management History No change 390 62 0.01% 0.01% 804 0 0.0% Q3 2026 Oct 16, 2026
Synergy Investment Management, LLC History No change 343 62 0.01% 0.01% 806 0 0.0% Q2 2026 Aug 14, 2026
Catherine Avery Investment Management LLC History No change 395 62 0.05% 0.03% 807 0 0.0% Q3 2026 Oct 14, 2026
USA FINANCIAL FORMULAS History No change 333 61 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 04, 2026
Medallion Wealth Advisors, LLC History No change 327 60 0.02% 0.02% 809 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 324 59 0.05% 0.05% 810 0 0.0% Q2 2026 Aug 14, 2026
John Boyer, Inc. History New 369 58 0.05% — 812 +369 New Q3 2026 Oct 27, 2026
CVA Family Office, LLC History No change 317 58 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 310 57 0.02% 0.02% 813 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 299 55 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 11, 2026
True Wealth Design, LLC History Added to 342 54 0.01% 0.01% 816 +135 65.22% Q3 2026 Oct 13, 2026
WESTPAC BANKING CORP History No change 297 54 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 12, 2026
Heritage Wealth Advisors History No change 281 52 0.0% 0.0% 817 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 277 51 0.0% 0.0% 818 0 0.0% Q2 2026 Jul 21, 2026
Laurel Wealth Advisors LLC History New 315 50 0.0% — 819 +315 New Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History New 306 48 0.0% — 820 +306 New Q3 2026 Oct 29, 2026
Bangor Savings Bank History No change 300 47 0.0% 0.0% 821 0 0.0% Q3 2026 Oct 06, 2026
Institute for Wealth Management, LLC. History No change 257 47 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 28, 2026
West Branch Capital LLC History No change 296 47 0.01% 0.01% 823 0 0.0% Q3 2026 Oct 20, 2026
USA FINANCIAL FORMULAS History New 294 46 0.01% — 824 +294 New Q3 2026 Oct 16, 2026
Essential Partners LLC History Added to 286 45 0.02% 0.01% 825 +183 177.67% Q3 2026 Oct 14, 2026
Oakworth Capital, Inc. History No change 279 44 0.0% 0.0% 826 0 0.0% Q3 2026 Oct 26, 2026
Rosenberg Matthew Hamilton History No change 267 42 0.01% 0.01% 827 0 0.0% Q3 2026 Oct 05, 2026
Capital Advisors, Ltd. LLC History No change 255 41 0.0% 0.0% 828 0 0.0% Q3 2026 Oct 27, 2026
SBI Securities Co., Ltd. History Added to 254 40 0.0% 0.0% 829 +16 6.72% Q3 2026 Oct 21, 2026
Towne Trust Company, N.A History No change 250 39 0.01% 0.01% 830 0 0.0% Q3 2026 Oct 28, 2026
FIRST HORIZON CORP History No change 239 38 0.0% 0.0% 831 0 0.0% Q3 2026 Oct 26, 2026
First Command Advisory Services, Inc. History No change 195 36 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 10, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 193 35 0.01% 0.01% 833 0 0.0% Q2 2026 Jul 22, 2026
Crewe Advisors LLC History No change 184 34 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 23, 2026
TD Waterhouse Canada Inc. History No change 200 32 0.0% 0.0% 835 0 0.0% Q3 2026 Oct 16, 2026
Alpine Bank Wealth Management History No change 200 31 0.0% 0.0% 836 0 0.0% Q3 2026 Oct 16, 2026
Caldwell Trust Co History No change 190 30 0.0% 0.0% 837 0 0.0% Q3 2026 Oct 30, 2026
Vanguard National Trust Co History No change 151 27 0.0% 0.0% 838 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 146 27 0.0% 0.0% 839 0 0.0% Q2 2026 Aug 11, 2026
Lodestone Wealth Management LLC History Added to 153 24 0.01% 0.01% 841 +1 0.66% Q3 2026 Oct 14, 2026
Asset Dedication, LLC History No change 151 24 0.0% 0.0% 840 0 0.0% Q3 2026 Nov 02, 2026
Plato Investment Management Ltd History Reduced 146 23 0.0% 0.05% 842 -4,698 -96.99% Q3 2026 Nov 04, 2026
Caitlin John, LLC History No change 128 23 0.01% 0.01% 843 0 0.0% Q2 2026 Aug 17, 2026
Fortitude Family Office, LLC History Added to 143 22 0.0% 0.0% 845 +19 15.32% Q3 2026 Oct 14, 2026
Private Wealth Asset Management, LLC History No change 119 22 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 133 21 0.0% 0.0% 846 +3 2.31% Q3 2026 Nov 03, 2026
FINANCIAL CONSULATE, INC History No change 133 21 0.0% 0.0% 847 0 0.0% Q3 2026 Oct 23, 2026
Owl Creek Wealth Partners LLC History No change 135 21 0.01% 0.01% 848 0 0.0% Q3 2026 Oct 20, 2026
BOKF, NA History Reduced 126 20 0.0% 0.0% 849 -154 -55.0% Q3 2026 Oct 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 127 20 0.0% 0.0% 851 +6 4.96% Q3 2026 Oct 28, 2026
Smithfield Trust Co History No change 110 20 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Trust, LLC History No change 111 20 0.0% 0.0% 852 0 0.0% Q2 2026 Aug 06, 2026
Private Wealth Management Group, LLC History No change 128 20 0.0% 0.01% 853 0 0.0% Q3 2026 Oct 19, 2026
Accent Capital Management, LLC History No change 108 20 0.01% 0.01% 854 0 0.0% Q2 2026 Aug 12, 2026
Independence Bank of Kentucky History New 125 19 0.0% — 856 +125 New Q3 2026 Oct 26, 2026
Basecamp Wealth Advisors LLC History No change 108 19 0.0% 0.0% 855 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History No change 114 18 0.0% 0.0% 857 0 0.0% Q3 2026 Oct 14, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 110 17 0.0% 0.0% 858 +70 175.0% Q3 2026 Oct 19, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 91 16 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 07, 2026
Westfuller Advisors, LLC History No change 90 16 0.01% 0.01% 860 0 0.0% Q2 2026 Jul 29, 2026
Elyxium Wealth, LLC History New 100 15 0.0% — 867 +100 New Q3 2026 Oct 27, 2026
GW&K Investment Management, LLC History No change 79 15 0.0% 0.0% 861 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 97 15 0.0% 0.0% 862 0 0.0% Q3 2026 Oct 22, 2026
Prestige Wealth Management Group LLC History No change 83 15 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 99 15 0.0% 0.0% 864 0 0.0% Q3 2026 Oct 30, 2026
MILLER WEALTH ADVISORS, LLC History No change 100 15 0.01% 0.01% 865 0 0.0% Q3 2026 Nov 02, 2026
Bruce G. Allen Investments, LLC History No change 82 15 0.01% 0.01% 866 0 0.0% Q2 2026 Jul 31, 2026
Hickory Point Bank & Trust History No change 90 14 0.01% 0.01% 868 0 0.0% Q3 2026 Oct 01, 2026
HM PAYSON & CO History No change 75 13 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 17, 2026
Raleigh Capital Management Inc. History Reduced 76 12 0.0% 0.0% 871 -6 -7.32% Q3 2026 Oct 28, 2026
Kemnay Advisory Services Inc. History No change 65 12 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 68 12 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 14, 2026
GK Wealth Management LLC History New 74 11 0.01% — 874 +74 New Q3 2026 Oct 09, 2026
IFG Advisory, LLC History No change 63 11 0.0% 0.0% 873 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History Reduced 63 10 0.01% 0.02% 878 -104 -62.28% Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History Added to 63 10 0.0% 0.0% 877 +3 5.0% Q3 2026 Oct 20, 2026
Hughes Financial Services, LLC History Reduced 58 10 0.0% 0.0% 880 -1 -1.69% Q3 2026 Oct 30, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 57 10 0.0% 0.0% 875 0 0.0% Q2 2026 Aug 10, 2026
Grove Bank & Trust History No change 66 10 0.0% 0.0% 876 0 0.0% Q3 2026 Oct 08, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 65 10 0.0% 0.0% 879 0 0.0% Q3 2026 Oct 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 54 9 0.0% 0.0% 881 0 0.0% Q2 2026 Aug 07, 2026
Luken Investment Analytics, LLC History No change 52 9 0.0% 0.0% 882 0 0.0% Q2 2026 Jul 28, 2026
CNB Bank History No change 50 9 0.0% 0.0% 883 0 0.0% Q2 2026 Aug 06, 2026
Joseph Group Capital Management History No change 61 9 0.0% 0.0% 884 0 0.0% Q3 2026 Nov 04, 2026
JPL Wealth Management, LLC History No change 49 9 0.0% 0.0% 885 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 56 8 0.0% 0.0% 886 0 0.0% Q3 2026 Oct 29, 2026
WEST PACES ADVISORS INC. History No change 54 8 0.0% 0.0% 887 0 0.0% Q3 2026 Oct 13, 2026
Kings Path Partners LLC History No change 56 8 0.0% 0.0% 888 0 0.0% Q3 2026 Oct 21, 2026
Meriwether Wealth & Planning, LLC History New 50 7 0.0% — 893 +50 New Q3 2026 Oct 13, 2026
MADDEN SECURITIES Corp History New 49 7 0.0% — 892 +49 New Q3 2026 Oct 27, 2026
Creative Capital Management Investments LLC History Added to 47 7 0.0% 0.0% 891 +17 56.67% Q3 2026 Oct 27, 2026
Bogart Wealth, LLC History No change 40 7 0.0% 0.0% 889 0 0.0% Q2 2026 Jul 24, 2026
First Pacific Financial History No change 46 7 0.0% 0.0% 890 0 0.0% Q3 2026 Oct 14, 2026
Key FInancial Inc History Added to 39 6 0.0% 0.0% 895 +3 8.33% Q3 2026 Nov 02, 2026
Avion Wealth History Added to 40 6 0.0% 0.0% 894 +2 5.26% Q3 2026 Nov 03, 2026
DHJJ Financial Advisors, Ltd. History No change 43 6 0.0% 0.0% 896 0 0.0% Q3 2026 Oct 23, 2026
Valued Wealth Advisors LLC History No change 33 6 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 20, 2026
Kilter Group LLC History No change 35 6 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 11, 2026
Wilkerson Advisory Group LLC History No change 39 6 0.0% 0.0% 899 0 0.0% Q3 2026 Oct 20, 2026
Torren Management, LLC History No change 39 6 0.0% 0.0% 900 0 0.0% Q3 2026 Oct 29, 2026
Cassaday & Co Wealth Management LLC History Reduced 35 5 0.0% 0.0% 904 -180 -83.72% Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 34 5 0.0% 0.0% 902 +5 17.24% Q3 2026 Nov 03, 2026
MV CAPITAL MANAGEMENT, INC. History No change 32 5 0.0% 0.0% 901 0 0.0% Q3 2026 Oct 29, 2026
Concord Wealth Partners History No change 32 5 0.0% 0.0% 903 0 0.0% Q3 2026 Oct 30, 2026
Cornerstone Financial Management LLC History No change 30 5 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 28, 2026
ARMSTRONG ADVISORY GROUP, INC History New 28 4 0.0% — 913 +28 New Q3 2026 Oct 09, 2026
FEDERATED HERMES, INC. History No change 23 4 0.0% 0.0% 906 0 0.0% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 27 4 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 20, 2026
BOK Financial Private Wealth, Inc. History No change 22 4 0.0% 0.0% 908 0 0.0% Q2 2026 Aug 07, 2026
DT Investment Partners, LLC History No change 30 4 0.0% 0.0% 909 0 0.0% Q3 2026 Oct 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 25 4 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 27, 2026
Rialto Wealth Management, LLC History No change 26 4 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 11, 2026
James T. Borello RIA History No change 26 4 0.0% 0.0% 912 0 0.0% Q3 2026 Oct 16, 2026
Aspect Partners, LLC History Reduced 25 3 0.0% 0.0% 917 -22 -46.81% Q3 2026 Oct 20, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 21 3 0.0% — 920 +21 New Q3 2026 Oct 09, 2026
Bell Investment Advisors, Inc History Added to 19 3 0.0% 0.0% 916 +3 18.75% Q3 2026 Oct 28, 2026
ALBION FINANCIAL GROUP /UT History No change 23 3 0.0% 0.0% 914 0 0.0% Q3 2026 Oct 21, 2026
NFSG Corp History No change 20 3 0.0% 0.0% 915 0 0.0% Q3 2026 Oct 15, 2026
DiNuzzo Private Wealth, Inc. History No change 25 3 0.0% 0.0% 918 0 0.0% Q3 2026 Oct 15, 2026
HFM Investment Advisors, LLC History No change 17 3 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 04, 2026
KFG LLC History New 13 2 0.0% — 927 +13 New Q3 2026 Nov 02, 2026
Clark Wealth Partners History Added to 18 2 0.0% 0.0% 926 +9 100.0% Q3 2026 Oct 16, 2026
High Note Wealth, LLC History Reduced 14 2 0.0% 0.0% 922 -1 -6.67% Q3 2026 Oct 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 13 2 0.0% 0.0% 921 0 0.0% Q2 2026 Jul 22, 2026
1620 INVESTMENT ADVISORS, INC. History No change 13 2 0.0% 0.0% 923 0 0.0% Q3 2026 Nov 04, 2026
Dunhill Financial, LLC History No change 14 2 0.0% 0.0% 924 0 0.0% Q2 2026 Aug 07, 2026
Principia Wealth Advisory, LLC History No change 13 2 0.0% 0.0% 925 0 0.0% Q2 2026 Aug 26, 2026
Rakuten Securities, Inc. History New 12 1 0.0% — 942 +12 New Q3 2026 Nov 02, 2026
Balance Wealth Partners LLC History New 10 1 0.0% — 944 +10 New Q3 2026 Oct 27, 2026
BFSG, LLC History New 9 1 0.0% — 941 +9 New Q3 2026 Oct 30, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 8 1 0.0% — 943 +8 New Q3 2026 Oct 15, 2026
William Mack & Associates, Inc. History New 7 1 0.0% — 945 +7 New Q3 2026 Oct 27, 2026
Cape Investment Advisory, Inc. History Added to 10 1 0.0% — 930 +6 150.0% Q3 2026 Oct 13, 2026
Retirement Wealth Solutions LLC History Added to 11 1 0.0% 0.0% 935 +5 83.33% Q3 2026 Oct 07, 2026
VALLEY NATIONAL ADVISERS INC History Added to 7 1 0.0% — 928 +2 40.0% Q3 2026 Oct 23, 2026
Activest Wealth Management History No change 9 1 0.0% 0.0% 929 0 0.0% Q3 2026 Oct 15, 2026
Coston, McIsaac & Partners History No change 9 1 0.0% 0.0% 931 0 0.0% Q2 2026 Aug 12, 2026
SWAN Capital LLC History No change 9 1 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 13, 2026
PFS Partners, LLC History No change 9 1 0.0% 0.0% 933 0 0.0% Q3 2026 Oct 21, 2026
Winthrop Capital Management, LLC History No change 8 1 0.0% 0.0% 934 0 0.0% Q2 2026 Aug 13, 2026
Navigoe, LLC History No change 7 1 0.0% 0.0% 936 0 0.0% Q3 2026 Nov 03, 2026
Burk Holdings LLC History No change 12 1 0.0% 0.0% 937 0 0.0% Q3 2026 Nov 04, 2026
Advocate Investing Services LLC History No change 12 1 0.0% 0.0% 938 0 0.0% Q3 2026 Oct 26, 2026
1015 Capital Partners, LLC History No change 8 1 0.0% 0.0% 939 0 0.0% Q2 2026 Jul 21, 2026
BFC Planning, Inc. History No change 6 1 0.0% 0.0% 940 0 0.0% Q2 2026 Oct 29, 2026
Trilogy Capital Inc. History Closed out 0 0 — 0.15% — -21,165 -100.0% Q3 2026 Oct 20, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -8,212 -100.0% Q3 2026 Nov 04, 2026
iA Global Asset Management Inc. History Closed out 0 0 — 0.02% — -7,260 -100.0% Q3 2026 Oct 29, 2026
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.08% — -2,817 -100.0% Q3 2026 Oct 26, 2026
State of Wyoming History Closed out 0 0 — 0.05% — -2,770 -100.0% Q3 2026 Oct 28, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.04% — -2,707 -100.0% Q3 2026 Nov 04, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.03% — -1,847 -100.0% Q3 2026 Oct 16, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -1,769 -100.0% Q3 2026 Oct 15, 2026
Forvis Mazars Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -1,527 -100.0% Q3 2026 Oct 13, 2026
Schear Investment Advisers, LLC History Closed out 0 0 — 0.09% — -1,490 -100.0% Q3 2026 Oct 14, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.13% — -1,296 -100.0% Q3 2026 Oct 29, 2026
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.03% — -1,250 -100.0% Q3 2026 Oct 29, 2026
CIDEL ASSET MANAGEMENT INC History Closed out 0 0 — 0.01% — -1,239 -100.0% Q3 2026 Oct 28, 2026
CGN Advisors LLC History Closed out 0 0 — 0.02% — -1,222 -100.0% Q3 2026 Oct 21, 2026
Longboard Asset Management, LP History Closed out 0 0 — 3.72% — -1,203 -100.0% Q3 2026 Oct 14, 2026
CENTRAL BANK & TRUST CO History Closed out 0 0 — 0.03% — -1,198 -100.0% Q3 2026 Oct 09, 2026
Lynx Investment Advisory History Closed out 0 0 — 0.07% — -1,189 -100.0% Q3 2026 Oct 27, 2026
Verdence Capital Advisors LLC History Closed out 0 0 — 0.01% — -1,161 -100.0% Q3 2026 Oct 26, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 — 0.0% — -1,152 -100.0% Q3 2026 Oct 20, 2026
EPG Wealth Management LLC History Closed out 0 0 — 0.05% — -1,149 -100.0% Q3 2026 Nov 03, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.01% — -1,143 -100.0% Q3 2026 Oct 13, 2026
Platform Technology Partners History Closed out 0 0 — 0.03% — -1,142 -100.0% Q3 2026 Nov 02, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 — 0.16% — -1,129 -100.0% Q3 2026 Oct 26, 2026
Accel Wealth Management History Closed out 0 0 — 0.05% — -1,128 -100.0% Q3 2026 Oct 13, 2026
TruNorth Capital Management, LLC History Closed out 0 0 — 0.03% — -1,100 -100.0% Q3 2026 Oct 14, 2026
Gryphon Financial Partners LLC History Closed out 0 0 — 0.02% — -1,093 -100.0% Q3 2026 Nov 04, 2026
Buck Wealth Strategies, LLC History Closed out 0 0 — 0.01% — -482 -100.0% Q3 2026 Oct 28, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -399 -100.0% Q3 2026 Oct 15, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.01% — -166 -100.0% Q3 2026 Oct 22, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.01% — -105 -100.0% Q3 2026 Oct 13, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -100 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2026 Oct 16, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -36 -100.0% Q3 2026 Nov 05, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -28 -100.0% Q3 2026 Oct 15, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -13 -100.0% Q3 2026 Oct 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2026 Oct 14, 2026
Main Street Group, LTD History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 28, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Oct 21, 2026
Global Trust Asset Management, LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q3 2026 Oct 19, 2026
Ashurst Perkins Coie Trust Co History New 4 0 — — — +4 New Q3 2026 Oct 14, 2026
MASECO LLP History New 4 0 — — — +4 New Q3 2026 Oct 27, 2026
Abound Wealth Management History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 26, 2026
Essential Investment Partners LLC History New 3 0 — — — +3 New Q3 2026 Oct 27, 2026
GODSEY & GIBB, INC History New 2 0 — — — +2 New Q3 2026 Oct 14, 2026
Arlington Trust Co LLC History New 2 0 — — — +2 New Q3 2026 Oct 20, 2026
Davis Capital Management History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 08, 2026
DecisionPoint Financial, LLC History Added to 4 0 — — — +1 33.33% Q3 2026 Oct 27, 2026
American Capital Advisory, LLC History Added to 6 0 — — — +1 20.0% Q3 2026 Oct 28, 2026
Planning Strategies Inc. History Added to 6 0 — — — +1 20.0% Q3 2026 Oct 02, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 1 0 — — — +1 New Q3 2026 Nov 04, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 04, 2026
MOTCO History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 3 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
WestEnd Advisors, LLC History No change 6 0 — 0.0% — 0 0.0% Q3 2026 Oct 27, 2026
NVWM, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
N.E.W. Advisory Services LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Evolution Advisers, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Morton Brown Family Wealth, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Strengthening Families & Communities, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Bare Financial Services, Inc History No change 3 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Seneschal Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Aventura Private Wealth, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Silver Grove Financial Group, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
NorthAvenue LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
3 FACTOR INDEXING, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 30, 2026