Cannae Holdings, Inc. - CNNE

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 4,131,651 59,495 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
CARRONADE CAPITAL MANAGEMENT, LP History No change 3,230,148 46,514 0.81% 0.81% 2 0 0.0% Q2 2026 Aug 14, 2026
Newtyn Management, LLC History No change 3,169,631 45,642 5.7% 5.7% 3 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,404,943 34,631 0.91% 0.91% 4 0 0.0% Q2 2026 Jul 31, 2026
River Road Asset Management, LLC History No change 1,915,746 27,586 0.31% 0.31% 5 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,664,211 23,964 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
Saba Capital Management, L.P. History No change 1,582,225 22,784 0.58% 0.58% 7 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,419,825 20,445 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 1,319,820 19,005 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,072,753 15,450 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
Poehling Capital Management, INC. History No change 960,109 13,825 2.97% 2.97% 11 0 0.0% Q2 2026 Jul 20, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 908,351 13,080 0.23% 0.23% 12 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 760,722 10,954 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Almitas Capital LLC History No change 741,318 10,674 2.56% 2.56% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 653,536 9,410 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 534,666 7,699 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 02, 2026
Caption Management, LLC History No change 487,283 7,016 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
Michelson Medical Research Foundation, Inc. History No change 480,600 6,920 6.39% 6.39% 18 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 462,082 6,653 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 458,889 6,608 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 408,254 5,878 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 358,352 5,160 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 344,590 4,962 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 326,504 4,701 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 320,755 4,618 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Cygnus Capital Advisors, LLC History No change 300,240 4,323 2.94% 2.94% 26 0 0.0% Q2 2026 Sep 03, 2026
MORGAN STANLEY History No change 278,236 4,006 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 271,355 3,907 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 270,729 3,898 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 268,965 3,873 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 268,500 3,866 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 255,404 3,677 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
EJF Capital LP History No change 250,000 3,600 2.41% 2.41% 33 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 248,301 3,575 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 200,000 2,880 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Crescent Grove Advisors, LLC History No change 195,819 2,819 0.24% 0.24% 36 0 0.0% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History No change 163,207 2,350 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 162,922 2,346 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 157,249 2,264 0.04% 0.04% 39 0 0.0% Q2 2026 Jul 10, 2026
Bulldog Investors, LLP History No change 156,978 2,260 0.5% 0.5% 40 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 154,323 2,222 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 06, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 151,268 2,178 0.15% 0.15% 42 0 0.0% Q2 2026 Jul 31, 2026
Quantinno Capital Management LP History No change 131,905 1,899 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 128,436 1,849 0.12% 0.12% 44 0 0.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 128,000 1,843 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 124,348 1,801 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 125,049 1,800 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 123,250 1,774 0.26% 0.26% 48 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 122,869 1,769 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 115,820 1,668 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 114,284 1,645 0.09% 0.09% 51 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 109,787 1,580 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 103,655 1,492 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 102,160 1,471 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 101,406 1,460 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Palogic Value Management, L.P. History No change 96,189 1,385 0.46% 0.46% 56 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 91,651 1,319 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 87,935 1,266 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 84,769 1,220 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
SHAYNE & JACOBS, LLC History No change 84,163 1,211 0.36% 0.36% 60 0 0.0% Q2 2026 Jul 07, 2026
State of New Jersey Common Pension Fund D History No change 80,315 1,156 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 04, 2026
Assenagon Asset Management S.A. History No change 73,722 1,061 0.0% 0.0% 62 0 0.0% Q2 2026 Jul 08, 2026
Engineers Gate Manager LP History No change 72,630 1,045 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 72,094 1,038 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
BW Gestao de Investimentos Ltda. History No change 71,015 1,022 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 70,228 1,011 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 06, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History No change 67,552 972 0.28% 0.28% 67 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 65,650 945 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 62,629 901 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 06, 2026
CANADA LIFE ASSURANCE Co History No change 59,672 858 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 55,700 802 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 54,961 791 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 53,269 767 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 45,857 660 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 44,799 645 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 05, 2026
Horrell Capital Management, Inc. History Reduced 41,900 642 0.34% 0.28% 76 -100 -0.24% Q3 2026 Oct 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 43,855 631 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 24, 2026
Cerity Partners LLC History No change 43,016 619 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 39,178 564 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
Y-Intercept (Hong Kong) Ltd History No change 38,797 558 0.01% 0.01% 80 0 0.0% Q2 2026 Jul 13, 2026
GSA CAPITAL PARTNERS LLP History No change 38,094 549 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 38,067 548 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 36,732 528 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 27, 2026
Yakira Capital Management, Inc. History No change 36,495 525 0.15% 0.15% 84 0 0.0% Q2 2026 Aug 13, 2026
CANTOR FITZGERALD, L. P. History No change 35,000 504 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
Permanent Capital Management, LP History No change 33,000 475 0.06% 0.06% 86 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 32,482 467 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 32,045 467 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 30,266 435 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 19, 2026
FMR LLC History No change 28,763 414 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 28,680 413 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 28,578 411 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 27,834 400 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 27,715 399 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
FourThought Financial Partners, LLC History No change 26,738 385 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 26,383 379 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 25,465 366 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 30,460 346 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
BTG Pactual Asset Management US LLC History No change 23,979 345 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 22,754 327 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT SECURITIES GROUP LLC History No change 21,000 302 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 20,437 294 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 20,331 292 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 03, 2026
BFSG, LLC History No change 18,905 272 0.02% 0.02% 104 0 0.0% Q2 2026 Jul 20, 2026
Inscription Capital, LLC History No change 18,914 272 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 18,607 267 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 18,397 264 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 18,271 263 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 10, 2026
ANCHYRA PARTNERS LLC History No change 18,128 261 0.06% 0.06% 109 0 0.0% Q2 2026 Jul 23, 2026
FRANKLIN RESOURCES INC History No change 17,424 250 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 17,343 249 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 16,881 243 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Symmetry Partners, LLC History No change 16,867 242 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 23, 2026
Vigilare Wealth Management History No change 16,811 242 0.07% 0.07% 114 0 0.0% Q2 2026 Jul 06, 2026
Abel Hall, LLC History No change 16,518 237 0.04% 0.04% 115 0 0.0% Q2 2026 Jul 24, 2026
Park Capital Management, LLC / WI History No change 14,803 213 0.13% 0.13% 116 0 0.0% Q2 2026 Jul 10, 2026
Callan Family Office, LLC History No change 14,683 211 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 14,273 205 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 14,296 205 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 14,100 203 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,690 182 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 23, 2026
Commonwealth Financial Services, LLC History No change 12,339 177 0.02% 0.02% 122 0 0.0% Q2 2026 Jul 15, 2026
Storgate, LLC History No change 12,026 173 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 11,880 171 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 11,760 169 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 11,703 168 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 11, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,713 168 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 11,675 168 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,399 164 0.0% 0.0% 129 0 0.0% Q2 2026 Sep 09, 2026
GROUP ONE TRADING LLC History No change 11,440 164 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,883 157 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 10,868 156 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 13, 2026
Able Wealth Management LLC History No change 10,429 150 0.03% 0.03% 133 0 0.0% Q2 2026 Jul 29, 2026
ALTFEST L J & CO INC History No change 10,413 149 0.01% 0.01% 134 0 0.0% Q2 2026 Jul 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,282 148 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 10,144 146 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History No change 10,172 146 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 17, 2026
KLP KAPITALFORVALTNING AS History No change 9,800 141 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,358 134 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 8,565 123 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 6,515 93 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 5,604 85 0.0% 0.0% 142 -132 -2.3% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,603 81 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 5,410 78 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,194 74 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 4,016 57 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 3,842 55 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 3,301 50 0.0% 0.0% 148 +1,293 64.39% Q3 2026 Oct 08, 2026
Rockefeller Capital Management L.P. History No change 2,871 41 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,657 38 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 2,564 36 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History Added to 2,320 35 0.0% 0.0% 152 +138 6.32% Q3 2026 Oct 01, 2026
Tower Research Capital LLC (TRC) History No change 2,385 34 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 2,232 32 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 2,231 32 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 2,069 29 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
GODSEY & GIBB, INC History No change 1,944 27 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 13, 2026
Nykredit A/S History No change 1,736 24 0.0% 0.0% 158 0 0.0% Q2 2026 Sep 08, 2026
Essential Partners LLC History No change 1,727 24 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,637 23 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 17, 2026
OSAIC HOLDINGS, INC. History No change 1,422 20 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 1,138 16 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 1,106 15 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 992 14 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 791 11 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 784 11 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 28, 2026
NISA INVESTMENT ADVISORS, LLC History No change 710 10 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History No change 725 10 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 691 9 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 620 8 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 28, 2026
Caitong International Asset Management Co., Ltd History No change 462 6 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 389 5 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 20, 2026
SJS Investment Consulting Inc. History No change 414 5 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 22, 2026
LANARK FINANCIAL, INC. History No change 332 4 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 21, 2026
DANSKE BANK A/S History No change 300 4 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 287 4 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 270 3 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 254 3 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 07, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 209 3 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 04, 2026
True Wealth Design, LLC History No change 223 3 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 16, 2026
ROTHSCHILD INVESTMENT LLC History No change 158 2 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 174 2 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 174 2 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 139 2 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 07, 2026
Fortitude Family Office, LLC History No change 152 2 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 20, 2026
MassMutual Private Wealth & Trust, FSB History Added to 91 1 0.0% — 186 +42 85.71% Q3 2026 Oct 05, 2026
Cheviot Value Management, LLC History No change 130 1 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 06, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 94 1 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 04, 2026
Global Trust Asset Management, LLC History No change 83 1 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 03, 2026
Retirement Wealth Solutions LLC History Reduced 21 0 — — — -45 -68.18% Q3 2026 Oct 07, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -37 -100.0% Q3 2026 Oct 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 38 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 60 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 43 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Nalls Sherbakoff Group, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Key FInancial Inc History No change 9 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 55 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Cassaday & Co Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Quarry LP History No change 39 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Sachetta, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
JPL Wealth Management, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 61 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Jul 30, 2026