Vita Coco Company, Inc. - COCO

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 7,010,187 463,653 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 3,213,969 212,571 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
WASATCH ADVISORS LP History Added to 2,490,208 142,576 1.06% 0.98% 3 +234,848 10.41% Q3 2026 Oct 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,094,091 138,503 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,847,940 122,281 0.0% 0.0% 5 0 0.0% Q2 2026 Sep 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,844,963 122,025 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 1,503,177 99,420 0.58% 0.58% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,379,689 91,265 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,244,889 82,336 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 1,146,654 75,839 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,145,778 75,781 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 1,137,802 75,254 0.25% 0.25% 12 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 1,104,020 73,019 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 1,240,321 71,014 0.46% 0.49% 14 +33,219 2.75% Q3 2026 Oct 06, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,187,688 67,998 0.01% 0.01% 15 +89,198 8.12% Q3 2026 Nov 04, 2026
LOOMIS SAYLES & CO L P History No change 1,001,278 66,224 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 857,603 56,721 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 739,487 48,910 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 690,799 45,689 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 673,665 44,556 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 653,666 43,233 0.12% 0.12% 21 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 648,091 42,864 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 724,283 41,291 0.06% 0.0% 23 +714,950 7660.45% Q3 2026 Nov 04, 2026
GW&K Investment Management, LLC History No change 528,872 34,979 0.27% 0.27% 24 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 512,696 33,909 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 449,443 29,726 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 439,293 29,054 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 421,793 27,897 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 417,923 27,641 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 386,501 25,563 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 358,730 23,726 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 357,864 23,669 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 308,389 22,535 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 323,270 21,381 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 317,619 21,007 1.92% 1.92% 35 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 348,812 19,971 0.01% 0.01% 36 +2,506 0.72% Q3 2026 Nov 02, 2026
UBS Group AG History No change 297,948 19,706 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 296,102 19,584 0.23% 0.23% 38 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 268,803 17,778 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 308,270 17,649 0.0% 0.0% 40 +213,105 223.93% Q3 2026 Nov 05, 2026
FRANKLIN RESOURCES INC History No change 254,984 16,864 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 254,037 16,802 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
SEI INVESTMENTS CO History No change 245,024 16,205 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 239,810 15,861 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 268,474 15,371 0.0% 0.0% 45 +9,638 3.72% Q3 2026 Nov 05, 2026
Aberdeen Group plc History No change 221,055 14,620 0.02% 0.02% 46 0 0.0% Q2 2026 Jul 31, 2026
JW Asset Management, LLC History No change 218,621 14,459 4.52% 4.52% 47 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 211,062 13,959 0.08% 0.08% 48 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 192,015 12,699 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 189,028 12,502 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 186,000 12,302 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 13, 2026
GILDER GAGNON HOWE & CO LLC History No change 178,774 11,824 0.12% 0.12% 52 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 169,926 11,238 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Weiss Asset Management LP History No change 165,946 10,975 0.12% 0.12% 54 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 164,660 10,890 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 151,049 9,990 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 149,865 9,912 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 146,345 9,679 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 144,462 9,554 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 29, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 138,550 9,163 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 137,157 9,071 0.04% 0.04% 61 0 0.0% Q2 2026 Aug 10, 2026
Pier Capital, LLC History No change 135,730 8,977 1.19% 1.19% 62 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 135,175 8,942 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 12, 2026
Capricorn Fund Managers Ltd History Added to 146,000 8,359 0.79% 0.08% 64 +131,000 873.33% Q3 2026 Nov 03, 2026
CREDIT AGRICOLE S A History No change 114,207 7,553 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 113,756 7,523 0.31% 0.31% 66 0 0.0% Q2 2026 Oct 29, 2026
RHUMBLINE ADVISERS History No change 110,769 7,326 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 11, 2026
NATIXIS History No change 109,300 7,229 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 106,650 7,056 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 104,613 6,919 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 101,101 6,686 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 100,078 6,619 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 97,300 6,435 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 95,763 6,333 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Added to 106,592 6,102 0.01% 0.0% 75 +46,162 76.39% Q3 2026 Nov 03, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 89,670 5,930 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 89,230 5,901 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 86,960 5,751 0.16% 0.16% 78 0 0.0% Q2 2026 Aug 14, 2026
Ranger Investment Management, L.P. History No change 85,105 5,628 0.36% 0.36% 79 0 0.0% Q2 2026 Aug 13, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 83,608 5,529 0.11% 0.11% 80 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 82,986 5,488 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Informed Momentum Co LLC History No change 80,850 5,347 0.48% 0.48% 82 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 75,429 4,988 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 13, 2026
NIA IMPACT ADVISORS, LLC History Added to 82,436 4,719 2.03% 2.2% 84 +2,038 2.53% Q3 2026 Nov 04, 2026
Qube Research & Technologies Ltd History No change 69,532 4,598 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 65,978 4,363 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 65,854 4,355 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
MOODY ALDRICH PARTNERS LLC History Added to 75,990 4,350 0.83% 0.69% 88 +18,125 31.32% Q3 2026 Oct 27, 2026
Moran Wealth Management, LLC History Added to 75,026 4,295 0.12% 0.13% 89 +3,381 4.72% Q3 2026 Oct 22, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 63,016 4,168 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 14, 2026
OAK RIDGE INVESTMENTS LLC History Added to 72,005 4,122 0.25% 0.26% 91 +1,896 2.7% Q3 2026 Oct 30, 2026
PRUDENTIAL FINANCIAL INC History No change 61,380 4,059 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Summit Creek Advisors LLC History Reduced 67,699 3,876 1.55% 1.79% 93 -11,895 -14.94% Q3 2026 Nov 03, 2026
LGT Fund Management Co Ltd. History No change 56,485 3,735 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 56,099 3,710 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 55,059 3,641 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 75,546 3,619 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 54,575 3,609 0.05% 0.05% 98 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 53,834 3,560 0.0% 0.0% 99 0 0.0% Q2 2026 Sep 23, 2026
DEUTSCHE BANK AG\ History No change 52,707 3,486 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
MAVERICK CAPITAL LTD History No change 51,659 3,416 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 48,173 3,186 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History Added to 51,546 2,951 0.03% 0.02% 103 +13,185 34.37% Q3 2026 Oct 30, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 50,400 2,885 0.62% — 104 +50,400 New Q3 2026 Nov 02, 2026
Pathstone Holdings, LLC History No change 42,249 2,794 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 48,697 2,788 0.01% 0.0% 106 +46,153 1814.19% Q3 2026 Oct 28, 2026
Conestoga Capital Advisors, LLC History Added to 48,440 2,773 0.08% 0.05% 107 +11,490 31.1% Q3 2026 Nov 02, 2026
HighTower Advisors, LLC History No change 40,177 2,657 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 05, 2026
LPL Financial LLC History No change 39,420 2,607 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
Tredje AP-fonden History No change 38,088 2,519 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 37,519 2,481 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 40,200 2,301 0.01% 0.01% 112 +23,300 137.87% Q3 2026 Oct 28, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 34,500 2,281 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
CIM, LLC History No change 33,686 2,227 0.29% 0.29% 114 0 0.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History No change 32,381 2,141 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 37,288 2,134 0.02% 0.02% 116 +8,266 28.48% Q3 2026 Oct 27, 2026
Brevan Howard Capital Management LP History No change 31,885 2,108 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 31,563 2,087 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 31,508 2,083 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 13, 2026
TWINBEECH CAPITAL LP History No change 31,278 2,068 0.37% 0.37% 120 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 29,936 1,979 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 28,681 1,896 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 31,835 1,823 0.0% 0.01% 123 -83,857 -72.48% Q3 2026 Nov 05, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 27,493 1,818 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 27,261 1,803 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 17, 2026
HARBOR CAPITAL ADVISORS, INC. History New 30,466 1,744 0.12% — 126 +30,466 New Q3 2026 Oct 22, 2026
CITIGROUP INC History Reduced 29,718 1,701 0.0% 0.0% 128 -21,671 -42.17% Q3 2026 Nov 04, 2026
STIFEL FINANCIAL CORP History No change 25,719 1,701 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,506 1,686 0.0% 0.0% 129 0 0.0% Q2 2026 Sep 09, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 24,207 1,684 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 24,702 1,633 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 24,418 1,615 0.06% 0.06% 132 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 24,245 1,603 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 23,903 1,580 0.26% 0.26% 134 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 23,232 1,536 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 22,633 1,496 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History Added to 25,788 1,476 0.02% 0.02% 137 +3,711 16.81% Q3 2026 Nov 05, 2026
NORGES BANK History No change 21,705 1,435 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 21,551 1,425 0.06% 0.06% 139 0 0.0% Q2 2026 Aug 12, 2026
Faithward Advisors, LLC History No change 20,980 1,387 0.17% 0.17% 140 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History Added to 23,900 1,368 0.01% 0.0% 141 +6,900 40.59% Q3 2026 Oct 30, 2026
Achmea Investment Management B.V. History New 23,729 1,359 0.01% — 142 +23,729 New Q3 2026 Oct 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 20,241 1,338 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 20,076 1,327 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 20,021 1,325 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
TT International Asset Management LTD History New 22,237 1,273 0.14% — 146 +22,237 New Q3 2026 Oct 30, 2026
GREAT LAKES ADVISORS, LLC History No change 19,109 1,263 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 10, 2026
State of Tennessee, Department of Treasury History No change 18,676 1,235 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 21,100 1,208 0.02% 0.02% 149 +1,800 9.33% Q3 2026 Oct 20, 2026
Horizon Investments, LLC History No change 17,652 1,167 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 17,174 1,135 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 16,693 1,104 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 16,400 1,085 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 10, 2026
SIMPLEX TRADING, LLC History Added to 18,713 1,071 0.0% 0.0% 154 +11,189 148.71% Q3 2026 Nov 04, 2026
TWO SIGMA SECURITIES, LLC History No change 16,043 1,061 0.09% 0.09% 155 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 15,845 1,047 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Added to 17,997 1,030 0.0% 0.0% 157 +2,950 19.61% Q3 2026 Nov 05, 2026
OMERS ADMINISTRATION Corp History No change 14,802 979 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
AMI ASSET MANAGEMENT CORP History Added to 16,913 968 0.06% 0.06% 159 +1,853 12.3% Q3 2026 Oct 20, 2026
Virtu Financial LLC History No change 14,575 964 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 14,589 964 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,495 958 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 23, 2026
GLENMEDE TRUST CO NA History No change 14,399 952 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 14,171 937 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 13,660 903 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Sender Co & Partners, Inc. History No change 13,600 899 0.26% 0.26% 166 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 13,245 876 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 05, 2026
SIG BROKERAGE, LP History No change 13,150 869 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
Gibbs Wealth Management History Added to 14,796 847 0.09% 0.09% 169 +3,449 30.4% Q3 2026 Oct 22, 2026
Vident Advisory, LLC History No change 12,709 840 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 12,676 838 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,536 829 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD BANCORP History No change 12,450 823 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History New 14,103 807 0.0% — 174 +14,103 New Q3 2026 Oct 30, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,178 805 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 11,926 788 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 13,672 782 0.0% 0.0% 177 +284 2.12% Q3 2026 Nov 03, 2026
Concurrent Investment Advisors, LLC History New 13,383 766 0.01% — 178 +13,383 New Q3 2026 Oct 16, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 12,930 740 0.01% 0.01% 179 +1,131 9.59% Q3 2026 Oct 22, 2026
AMALGAMATED BANK History Added to 12,827 734 0.01% 0.01% 180 +873 7.3% Q3 2026 Oct 23, 2026
Atria Investments, Inc History Added to 12,638 723 0.01% 0.01% 181 +4,392 53.26% Q3 2026 Oct 15, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 12,601 721 0.02% 0.02% 182 -155 -1.22% Q3 2026 Oct 13, 2026
KLP KAPITALFORVALTNING AS History No change 10,700 707 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
Magnetar Financial LLC History No change 10,681 706 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 10,624 702 0.17% 0.17% 185 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 10,366 685 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 11,667 667 0.0% — 187 +11,667 New Q3 2026 Nov 03, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 10,003 661 0.04% 0.04% 188 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History Reduced 11,523 659 0.01% 0.01% 189 -3,503 -23.31% Q3 2026 Oct 26, 2026
Orion Porfolio Solutions, LLC History No change 9,918 655 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 9,654 638 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 11,071 633 0.01% 0.01% 192 +1,100 11.03% Q3 2026 Oct 29, 2026
USS Investment Management Ltd History No change 9,500 628 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 11, 2026
Inspire Investing, LLC History New 10,930 625 0.03% — 195 +10,930 New Q3 2026 Oct 22, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 10,914 625 0.0% 0.0% 194 -6 -0.05% Q3 2026 Oct 22, 2026
State of Alaska, Department of Revenue History Reduced 10,869 622 0.01% 0.01% 196 -5,904 -35.2% Q3 2026 Oct 15, 2026
Graham Capital Management, L.P. History No change 9,393 621 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 8,372 607 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History New 10,550 604 0.0% — 199 +10,550 New Q3 2026 Nov 02, 2026
Private Advisor Group, LLC History No change 9,069 599 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 27, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 8,900 588 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 10,053 575 0.0% 0.0% 202 -1,721 -14.62% Q3 2026 Nov 02, 2026
Shay Capital LLC History No change 8,700 575 0.04% 0.04% 203 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 8,500 562 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History Added to 9,783 560 0.06% 0.05% 205 +2,770 39.5% Q3 2026 Oct 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,450 558 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 10, 2026
Unique Wealth Strategies, LLC History No change 8,305 549 0.2% 0.2% 207 0 0.0% Q3 2026 Oct 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 7,444 548 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 8,042 531 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 7,912 523 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 7,340 485 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 8,197 467 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 10, 2026
NVWM, LLC History Reduced 7,937 454 0.09% 0.11% 213 -19 -0.24% Q3 2026 Oct 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 6,744 446 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 12, 2026
Advyzon Investment Management, LLC History No change 6,692 442 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 6,568 434 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 13, 2026
Blueshift Asset Management, LLC History No change 6,449 426 0.1% 0.1% 217 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 6,429 425 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 6,428 425 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 6,427 425 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 30, 2026
Simplicity Wealth,LLC History Reduced 7,259 415 0.01% 0.02% 221 -386 -5.05% Q3 2026 Oct 23, 2026
ProShare Advisors LLC History Reduced 6,743 386 0.0% 0.0% 222 -205 -2.95% Q3 2026 Oct 28, 2026
Vontobel Holding Ltd. History New 6,698 383 0.0% — 223 +6,698 New Q3 2026 Oct 16, 2026
M&T BANK CORP History No change 5,757 381 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 6,584 376 0.07% 0.07% 225 +733 12.53% Q3 2026 Oct 13, 2026
DekaBank Deutsche Girozentrale History New 6,404 369 0.0% — 226 +6,404 New Q3 2026 Oct 27, 2026
AVIVA PLC History No change 5,492 363 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History No change 5,432 359 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 6,159 352 0.01% 0.01% 229 +1,771 40.36% Q3 2026 Oct 08, 2026
Caitlin John, LLC History No change 5,265 348 0.19% 0.19% 230 0 0.0% Q2 2026 Aug 17, 2026
Jain Global LLC History No change 5,169 341 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History Added to 5,934 339 0.01% 0.01% 232 +5 0.08% Q3 2026 Oct 30, 2026
Kings Path Partners LLC History No change 5,920 338 0.09% 0.1% 233 0 0.0% Q3 2026 Oct 21, 2026
Massar Capital Management, LP History No change 5,084 336 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 5,044 333 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History Reduced 5,804 332 0.0% 0.0% 236 -33 -0.57% Q3 2026 Nov 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 5,650 323 0.0% 0.0% 237 +614 12.19% Q3 2026 Oct 23, 2026
Swiss Life Asset Management Ltd History No change 5,622 321 0.0% 0.0% 238 0 0.0% Q3 2026 Nov 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,841 320 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 4,830 319 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History No change 4,501 297 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,460 294 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 4,404 289 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History No change 5,035 288 0.0% 0.0% 244 0 0.0% Q3 2026 Nov 05, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 4,325 286 0.06% 0.06% 245 0 0.0% Q2 2026 Aug 07, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 4,985 285 0.01% — 246 +4,985 New Q3 2026 Oct 26, 2026
City Center Advisors, LLC History New 4,918 281 0.21% — 247 +4,918 New Q3 2026 Oct 07, 2026
MAI Capital Management History No change 4,117 272 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History No change 4,100 271 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 11, 2026
GSA CAPITAL PARTNERS LLP History No change 4,007 265 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 06, 2026
Bridgefront Capital, LLC History No change 4,018 265 0.07% 0.07% 251 0 0.0% Q2 2026 Aug 14, 2026
LVW Advisors, LLC History New 4,570 261 0.02% — 252 +4,570 New Q3 2026 Oct 19, 2026
Equitable Holdings, Inc. History No change 3,944 260 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,869 255 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 19, 2026
Kestra Advisory Services, LLC History New 4,445 254 0.0% — 255 +4,445 New Q3 2026 Nov 02, 2026
Mediolanum International Funds Ltd History No change 3,383 245 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 23, 2026
NORDEN GROUP LLC History Added to 4,212 241 0.02% 0.02% 258 +317 8.14% Q3 2026 Oct 20, 2026
Bridgewater Associates, LP History No change 3,648 241 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 4,127 236 0.02% 0.02% 259 +841 25.59% Q3 2026 Oct 28, 2026
BANK OF MONTREAL /CAN/ History No change 3,547 234 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 12, 2026
MANGROVE PARTNERS IM, LLC History No change 3,500 231 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 14, 2026
Lotus Technology Management, LP History No change 3,150 230 0.28% 0.28% 262 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History New 3,876 222 0.0% — 263 +3,876 New Q3 2026 Oct 26, 2026
Sowell Financial Services LLC History New 3,697 211 0.01% — 264 +3,697 New Q3 2026 Oct 23, 2026
Neuberger Berman Group LLC History No change 3,137 207 0.0% 0.0% 265 0 0.0% Q2 2026 Oct 27, 2026
Ground Swell Capital, LLC History No change 3,050 201 0.22% 0.22% 266 0 0.0% Q2 2026 Aug 05, 2026
FourThought Financial Partners, LLC History No change 3,052 201 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 3,036 200 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 03, 2026
BOKF, NA History Added to 3,168 181 0.0% 0.0% 269 +669 26.77% Q3 2026 Oct 27, 2026
SG Americas Securities, LLC History No change 2,684 178 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 2,890 165 0.1% 0.13% 271 -397 -12.08% Q3 2026 Nov 04, 2026
Bayforest Capital Ltd History Reduced 2,807 160 0.24% 0.32% 272 -2,351 -45.58% Q3 2026 Nov 03, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,794 159 0.0% 0.0% 273 +1,486 113.61% Q3 2026 Oct 20, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 2,047 135 0.03% 0.03% 274 0 0.0% Q2 2026 Nov 03, 2026
Vestcor Inc History No change 2,008 133 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 11, 2026
VIRTUS ADVISERS, LLC History No change 1,952 129 0.05% 0.05% 276 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 1,864 123 0.0% 0.0% 277 0 0.0% Q2 2026 Sep 08, 2026
Ameritas Advisory Services, LLC History No change 1,663 109 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History No change 1,798 103 0.0% 0.0% 279 0 0.0% Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Reduced 1,621 92 0.0% 0.01% 280 -8,331 -83.71% Q3 2026 Oct 22, 2026
GAMMA Investing LLC History Added to 1,426 81 0.0% 0.0% 281 +32 2.3% Q3 2026 Oct 08, 2026
ASSETMARK, INC History Added to 1,376 78 0.0% 0.0% 282 +315 29.69% Q3 2026 Oct 21, 2026
Larson Financial Group LLC History Added to 1,056 60 0.0% 0.0% 283 +14 1.34% Q3 2026 Nov 05, 2026
Rockefeller Capital Management L.P. History No change 835 55 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 876 50 0.0% 0.0% 285 +176 25.14% Q3 2026 Oct 27, 2026
BNP Paribas Asset Management Holding S.A. History No change 745 49 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 757 43 0.03% 0.03% 287 -67 -8.13% Q3 2026 Oct 30, 2026
Leonteq Securities AG History New 737 42 0.0% — 288 +737 New Q3 2026 Oct 29, 2026
Signature Equity Partners, LLC History New 734 42 0.01% — 289 +734 New Q3 2026 Oct 29, 2026
MATHER GROUP, LLC. History Added to 631 36 0.0% 0.0% 290 +37 6.23% Q3 2026 Oct 14, 2026
Fortitude Family Office, LLC History Added to 626 35 0.01% 0.0% 291 +538 611.36% Q3 2026 Oct 14, 2026
USA FINANCIAL FORMULAS History No change 523 34 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 553 31 0.0% 0.0% 293 -614 -52.61% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 457 30 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History Added to 467 26 0.0% 0.0% 296 +47 11.19% Q3 2026 Oct 29, 2026
Optiver Holding B.V. History No change 398 26 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 435 24 0.0% 0.0% 297 0 0.0% Q3 2026 Oct 29, 2026
Kemnay Advisory Services Inc. History No change 357 23 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 313 22 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 12, 2026
Eurizon Capital SGR S.p.A. History No change 313 22 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 300 19 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 279 18 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 271 17 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 31, 2026
Acumen Wealth Advisors, LLC History New 291 16 0.0% — 304 +291 New Q3 2026 Nov 05, 2026
UMB Bank, n.a. History No change 229 15 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 257 14 0.0% 0.0% 306 +181 238.16% Q3 2026 Oct 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 205 13 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 13, 2026
Accent Capital Management, LLC History No change 200 13 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 186 12 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History Reduced 192 10 0.0% 0.01% 310 -6 -3.03% Q3 2026 Nov 05, 2026
Rydar Equities, Inc. History New 190 9 0.0% — 312 +190 New Q3 2026 Oct 13, 2026
PRIVATE TRUST CO NA History New 163 9 0.0% — 311 +163 New Q3 2026 Oct 20, 2026
IFP Advisors, Inc History Reduced 154 8 0.0% 0.0% 314 -535 -77.65% Q3 2026 Oct 16, 2026
GK Wealth Management LLC History New 156 8 0.0% — 316 +156 New Q3 2026 Oct 09, 2026
EverSource Wealth Advisors, LLC History Added to 152 8 0.0% 0.0% 315 +107 237.78% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 126 8 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 105 7 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 27, 2026
Crewe Advisors LLC History No change 107 7 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History Added to 105 6 0.0% 0.0% 319 +88 517.65% Q3 2026 Nov 03, 2026
Sankala Group LLC History No change 100 6 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 18, 2026
Bare Financial Services, Inc History New 91 5 0.0% — 324 +91 New Q3 2026 Nov 04, 2026
Parkside Financial Bank & Trust History Added to 89 5 0.0% 0.0% 322 +66 286.96% Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 88 5 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 80 5 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History Reduced 63 3 0.0% 0.0% 325 -171 -73.08% Q3 2026 Oct 28, 2026
HUNTINGTON NATIONAL BANK History No change 53 3 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 50 3 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 50 3 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History New 50 2 0.0% — 334 +50 New Q3 2026 Oct 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 40 2 0.0% 0.0% 330 +20 100.0% Q3 2026 Oct 22, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 47 2 0.0% 0.0% 329 -14 -22.95% Q3 2026 Oct 05, 2026
Financial Network Wealth Advisors LLC History Added to 40 2 0.0% 0.0% 331 +8 25.0% Q3 2026 Oct 27, 2026
Torren Management, LLC History No change 40 2 0.0% 0.0% 332 0 0.0% Q3 2026 Oct 29, 2026
Keating Financial Advisory Services, Inc. History No change 42 2 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History Added to 30 1 0.0% — 339 +29 2900.0% Q3 2026 Oct 30, 2026
USA FINANCIAL FORMULAS History New 29 1 0.0% — 340 +29 New Q3 2026 Oct 16, 2026
FINANCIAL CONSULATE, INC History Added to 26 1 0.0% 0.0% 336 +3 13.04% Q3 2026 Oct 23, 2026
SouthState Bank Corp History No change 20 1 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History No change 25 1 0.0% 0.0% 337 0 0.0% Q3 2026 Oct 01, 2026
Continuum Advisory, LLC History No change 19 1 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 06, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.64% — -98,087 -100.0% Q3 2026 Oct 16, 2026
Trek Financial, LLC History Closed out 0 0 — 0.11% — -32,794 -100.0% Q3 2026 Oct 29, 2026
Stirlingshire Investments, Inc. History Closed out 0 0 — 0.34% — -6,971 -100.0% Q3 2026 Nov 05, 2026
Midwest Trust Co History Closed out 0 0 — 0.0% — -4,059 -100.0% Q3 2026 Oct 22, 2026
SmartHarvest Portfolios, LLC History Closed out 0 0 — 0.07% — -3,468 -100.0% Q3 2026 Oct 26, 2026
Wedmont Private Capital History Closed out 0 0 — 0.01% — -3,172 -100.0% Q3 2026 Oct 09, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 4 0 — 0.01% — -803 -99.5% Q3 2026 Nov 05, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Closed out 0 0 — 0.0% — -397 -100.0% Q3 2026 Oct 26, 2026
SBI Securities Co., Ltd. History Reduced 10 0 — 0.0% — -36 -78.26% Q3 2026 Oct 21, 2026
SJS Investment Consulting Inc. History Added to 17 0 — — — +16 1600.0% Q3 2026 Oct 26, 2026
Ascentis Wealth Management, LLC History New 16 0 — — — +16 New Q3 2026 Nov 03, 2026
Provenance Wealth Advisors, LLC History New 15 0 — — — +15 New Q3 2026 Oct 30, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2026 Oct 16, 2026
VALLEY NATIONAL ADVISERS INC History New 13 0 — — — +13 New Q3 2026 Oct 23, 2026
Creative Capital Management Investments LLC History Added to 14 0 — — — +12 600.0% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History New 7 0 — — — +7 New Q3 2026 Oct 20, 2026
Rossby Financial, LCC History New 7 0 — — — +7 New Q3 2026 Nov 05, 2026
UMB Private Wealth Management, LLC History New 7 0 — — — +7 New Q3 2026 Oct 19, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Nov 04, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 23, 2026
DiNuzzo Private Wealth, Inc. History New 3 0 — — — +3 New Q3 2026 Oct 15, 2026
Bay Harbor Wealth Management, LLC History New 2 0 — — — +2 New Q3 2026 Nov 03, 2026
NFSG Corp History New 2 0 — — — +2 New Q3 2026 Oct 15, 2026
Davis Capital Management History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 4 0 — — — -1 -20.0% Q3 2026 Oct 09, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 9 0 — — — 0 0.0% Q2 2026 Oct 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Transamerica Financial Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 14 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Bogart Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
DecisionPoint Financial, LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
True Wealth Design, LLC History No change 12 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Decker Retirement Planning Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
LRI Investments, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ankerstar Wealth, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 14 0 — — — 0 0.0% Q3 2026 Oct 14, 2026