Clean Energy Fuels Corp. - CLNE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 15,005,980 30,762 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 10,935,829 22,418 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
Global Alpha Capital Management Ltd. History No change 9,516,240 19,508 1.17% 1.17% 3 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 7,366,402 15,101 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 6,374,675 13,068 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,462,527 9,150 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,944,478 8,086 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 4,707,945 7,344 0.0% 0.0% 8 -957,895 -16.91% Q3 2026 Nov 04, 2026
D. E. Shaw & Co., Inc. History No change 3,051,728 6,256 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
ECP ControlCo, LLC History No change 2,594,759 5,319 0.11% 0.11% 10 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,414,230 4,949 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
SIR Capital Management, L.P. History No change 2,103,095 4,311 0.5% 0.5% 12 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 2,025,013 4,151 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 1,926,855 3,950 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,703,975 3,493 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 1,664,097 3,411 0.06% 0.06% 16 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,593,084 3,265 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,416,828 2,904 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 1,406,331 2,882 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,405,660 2,881 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 1,343,291 2,753 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,260,755 2,584 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 1,224,071 2,507 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,147,836 2,353 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 1,139,097 2,335 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,025,232 2,101 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 883,990 1,812 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
GMT CAPITAL CORP History No change 767,758 1,573 0.08% 0.08% 28 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 623,035 1,277 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 07, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 600,873 1,231 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 591,295 1,212 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 588,298 1,206 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
J. Derek Lewis & Associates Inc. History Reduced 756,855 1,180 0.21% 0.66% 33 -957,303 -55.85% Q3 2026 Nov 03, 2026
Bank of New York Mellon Corp History No change 561,768 1,151 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 454,523 931 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 380,893 780 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 368,622 755 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
EagleClaw Capital Managment, LLC History No change 337,850 692 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 326,200 668 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 324,126 664 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 320,985 658 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 318,563 653 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 314,042 643 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 332,228 631 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History No change 273,000 559 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 266,941 548 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 215,349 534 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 250,810 514 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History No change 235,177 482 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 233,790 479 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 220,279 451 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 194,882 399 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 191,741 393 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 187,227 383 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Reduced 244,176 380 0.0% 0.0% 55 -4,833 -1.94% Q3 2026 Nov 02, 2026
LPL Financial LLC History No change 164,252 336 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 159,100 326 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 157,474 322 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 152,453 312 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 148,379 304 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 140,500 288 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 131,870 270 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 112,674 230 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 110,600 226 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 108,401 222 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History Added to 141,037 221 0.0% 0.0% 66 +5,745 4.25% Q3 2026 Nov 04, 2026
BARCLAYS PLC History No change 100,609 206 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 100,000 205 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
BAILARD, INC. History No change 124,000 193 0.0% 0.01% 69 0 0.0% Q3 2026 Oct 13, 2026
MetLife Investment Management, LLC History No change 94,112 192 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 93,792 192 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CONNORS INVESTOR SERVICES INC History No change 92,607 189 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 75,681 155 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 75,590 154 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Headlands Technologies LLC History No change 70,180 143 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 67,069 137 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA SECURITIES, LLC History No change 64,556 132 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 83,771 130 0.0% 0.0% 78 +35,229 72.57% Q3 2026 Nov 02, 2026
Vanguard Global Advisers, LLC History No change 63,818 130 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 62,366 127 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 62,279 127 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 60,310 123 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 58,426 119 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 56,024 114 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 10, 2026
WINTON GROUP Ltd History No change 54,048 110 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 53,540 109 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 52,620 107 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 51,180 103 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 48,416 99 0.0% 0.0% 89 0 0.0% Q2 2026 Sep 09, 2026
Cerity Partners LLC History No change 47,592 97 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 46,696 95 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 19, 2026
HOLDERNESS INVESTMENTS CO History No change 45,168 92 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 41,203 84 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 40,000 82 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Added to 50,354 78 0.01% 0.0% 96 +35,789 245.72% Q3 2026 Oct 29, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 38,231 78 0.0% 0.0% 95 0 0.0% Q2 2026 Jul 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 37,343 76 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 34,224 70 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 18, 2026
Golden State Wealth Management, LLC History Added to 44,500 69 0.01% 0.01% 100 +4,000 9.88% Q3 2026 Nov 02, 2026
CIM INVESTMENT MANAGEMENT INC History No change 33,690 69 0.02% 0.02% 99 0 0.0% Q2 2026 Sep 29, 2026
ROYAL BANK OF CANADA History No change 32,346 67 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 30,832 63 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 30,432 62 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 27,962 57 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 27,556 56 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 31,802 49 0.0% 0.0% 106 -14,705 -31.62% Q3 2026 Nov 02, 2026
Mariner, LLC History No change 24,012 49 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History New 30,497 48 0.0% — 109 +30,497 New Q3 2026 Nov 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 23,740 48 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Diversified Trust Co History No change 23,187 47 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 17, 2026
Tower Research Capital LLC (TRC) History No change 22,226 45 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 28,503 44 0.0% 0.0% 112 -11,084 -28.0% Q3 2026 Oct 26, 2026
ELEMENT POINTE ADVISORS, LLC History No change 27,000 42 0.01% 0.01% 113 0 0.0% Q3 2026 Oct 21, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 20,284 41 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 19,698 40 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 19,676 40 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 18,560 38 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 17,693 36 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 17,354 35 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Keenan, LLC History No change 22,866 35 0.02% 0.03% 120 0 0.0% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 16,735 34 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Added to 21,713 33 0.0% 0.0% 122 +194 0.9% Q3 2026 Oct 28, 2026
FRANKLIN RESOURCES INC History No change 15,982 32 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Abacus Wealth Partners, LLC History New 20,000 31 0.0% — 124 +20,000 New Q3 2026 Nov 03, 2026
Legal & General Group Plc History No change 14,650 29 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 14,245 29 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 05, 2026
PROMETHIUM ADVISORS,LLC History No change 19,000 29 0.01% 0.02% 127 0 0.0% Q3 2026 Oct 19, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 14,025 28 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 13,162 26 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
XPONANCE LLC History Added to 15,984 24 0.0% 0.0% 131 +851 5.62% Q3 2026 Nov 03, 2026
Merit Financial Group, LLC History No change 12,061 24 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 20, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 15,379 23 0.0% — 133 +15,379 New Q3 2026 Oct 06, 2026
Neuberger Berman Group LLC History No change 11,578 23 0.0% 0.0% 132 0 0.0% Q2 2026 Oct 27, 2026
Tidal Investments LLC History No change 11,066 22 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Huntleigh Advisors, Inc. History No change 13,900 21 0.0% 0.0% 135 0 0.0% Q3 2026 Nov 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 13,504 21 0.0% 0.0% 136 0 0.0% Q3 2026 Nov 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 13,735 20 0.0% 0.0% 137 -18,813 -57.8% Q3 2026 Oct 13, 2026
Allie Family Office LLC History No change 10,000 20 0.01% 0.01% 138 0 0.0% Q2 2026 Oct 02, 2026
EVERETT HARRIS & CO /CA/ History No change 12,000 18 0.0% 0.0% 139 0 0.0% Q3 2026 Oct 28, 2026
HB Wealth Management, LLC History Reduced 11,136 17 0.0% 0.0% 141 -970 -8.01% Q3 2026 Oct 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 11,000 17 0.0% 0.0% 140 0 0.0% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History Added to 10,599 16 0.0% 0.0% 142 +2,150 25.45% Q3 2026 Oct 23, 2026
SIMPLEX TRADING, LLC History Reduced 9,470 14 0.0% 0.0% 143 -9,530 -50.16% Q3 2026 Nov 04, 2026
CITIGROUP INC History Reduced 8,458 13 0.0% 0.0% 144 -69,795 -89.19% Q3 2026 Nov 04, 2026
State of Alaska, Department of Revenue History No change 7,659 11 0.0% 0.0% 145 0 0.0% Q3 2026 Oct 15, 2026
COUNTRY TRUST BANK History No change 6,000 9 0.0% 0.0% 146 0 0.0% Q3 2026 Oct 30, 2026
Aquatic Capital Management LLC History No change 4,635 9 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 4,962 9 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,748 7 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 4,107 6 0.0% 0.0% 150 +1,863 83.02% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Added to 3,416 5 0.0% 0.0% 151 +163 5.01% Q3 2026 Oct 22, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 2,263 4 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 24, 2026
SJS Investment Consulting Inc. History Added to 2,200 3 0.0% 0.0% 153 +1,258 133.55% Q3 2026 Oct 26, 2026
Allworth Financial LP History No change 1,396 2 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 1,820 2 0.0% 0.0% 155 0 0.0% Q3 2026 Oct 21, 2026
Latitude Advisors, LLC History New 910 1 0.0% — 170 +910 New Q3 2026 Oct 27, 2026
Essential Partners LLC History Reduced 688 1 0.0% 0.0% 168 -863 -55.64% Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Reduced 1,067 1 0.0% 0.0% 159 -266 -19.95% Q3 2026 Nov 04, 2026
BOKF, NA History No change 1,000 1 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 720 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 797 1 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 575 1 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 24, 2026
IFG Advisory, LLC History No change 500 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 700 1 0.0% 0.0% 162 0 0.0% Q3 2026 Oct 22, 2026
Rockefeller Capital Management L.P. History No change 624 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 975 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Signature Resources Capital Management, LLC History No change 1,100 1 0.0% 0.0% 165 0 0.0% Q3 2026 Oct 16, 2026
Caitlin John, LLC History No change 617 1 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 17, 2026
VSM Wealth Advisory, LLC History No change 850 1 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 22, 2026
BFC Planning, Inc. History No change 500 1 0.0% 0.0% 169 0 0.0% Q2 2026 Oct 29, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.03% — -329,289 -100.0% Q3 2026 Oct 22, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.0% — -255,296 -100.0% Q3 2026 Nov 02, 2026
Abel Hall, LLC History Closed out 0 0 — 0.02% — -63,219 -100.0% Q3 2026 Oct 19, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 406 0 — 0.0% — -40,315 -99.0% Q3 2026 Oct 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 — 0.0% — -16,100 -100.0% Q3 2026 Oct 30, 2026
BRIGHTON JONES LLC History Closed out 0 0 — 0.0% — -10,243 -100.0% Q3 2026 Nov 03, 2026
Fortitude Family Office, LLC History Reduced 63 0 — 0.0% — -512 -89.04% Q3 2026 Oct 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 200 0 — 0.0% — -500 -71.43% Q3 2026 Oct 14, 2026
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -500 -100.0% Q3 2026 Oct 26, 2026
True Wealth Design, LLC History Reduced 73 0 — — — -211 -74.3% Q3 2026 Oct 13, 2026
IFP Advisors, Inc History Reduced 535 0 — 0.0% — -173 -24.44% Q3 2026 Oct 16, 2026
VISION FINANCIAL MARKETS LLC History Closed out 0 0 — — — -100 -100.0% Q3 2026 Oct 22, 2026
Covestor Ltd History Reduced 61 0 — — — -40 -39.6% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 561 0 — 0.0% — +2 0.36% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 140 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 96 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 75 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 250 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 107 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Centerpoint Advisors, LLC History No change 220 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
IFS Advisors, LLC History No change 160 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Avalon Trust Co History No change 360 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 192 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 84 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Bank of New Hampshire History No change 187 0 — — — 0 0.0% Q3 2026 Oct 06, 2026
SWAN Capital LLC History No change 56 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
New England Capital Financial Advisors LLC History No change 40 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
Boreal Capital Management LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Nov 03, 2026