Coca-Cola Consolidated, Inc. - COKE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 5,328,834 1,017,380 0.02% 0.02% 1 +83,747 1.6% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 2,978,517 568,658 0.03% 0.03% 2 +19,433 0.66% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 2,555,206 487,839 0.01% 0.01% 3 +14,003 0.55% Q2 2026 Aug 13, 2026
Boston Partners History Added to 2,285,642 436,294 0.39% 0.4% 4 +275,530 13.71% Q2 2026 Aug 04, 2026
FIRST TRUST ADVISORS LP History Reduced 1,954,502 373,153 0.22% 0.28% 5 -62,866 -3.12% Q2 2026 Aug 11, 2026
STATE STREET CORP History Added to 1,789,028 341,561 0.01% 0.01% 6 +44,864 2.57% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,685,150 321,781 0.02% 0.02% 7 +77,491 4.82% Q2 2026 Aug 12, 2026
Diversified Trust Co History Added to 1,466,859 280,052 4.49% 5.21% 8 +3,177 0.22% Q2 2026 Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,329,808 253,886 0.09% 0.11% 9 +41,557 3.23% Q2 2026 Aug 14, 2026
NORGES BANK History New 1,319,285 251,877 0.03% — 10 +1,319,285 New Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 965,552 184,343 0.1% 0.01% 11 +844,016 694.46% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 820,218 156,607 0.03% 0.04% 12 -151,958 -15.63% Q2 2026 Aug 11, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 554,111 105,790 0.94% 0.85% 13 +110,496 24.91% Q2 2026 Jul 16, 2026
MORGAN STANLEY History Reduced 483,048 92,224 0.0% 0.01% 14 -2,255 -0.46% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Reduced 459,742 87,773 0.01% 0.01% 15 -14,768 -3.11% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 438,867 83,788 0.01% 0.01% 16 -27,859 -5.97% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 435,030 83,055 0.23% 0.18% 17 +163,918 60.46% Q2 2026 Aug 12, 2026
Vinva Investment Management Ltd History New 979,313 80,940 0.54% — 18 +979,313 New Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 423,429 80,841 0.12% 0.12% 19 +53,355 14.42% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 402,631 76,870 0.01% 0.01% 20 -14,873 -3.56% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History Added to 392,432 74,923 0.01% 0.0% 21 +171,548 77.66% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 381,565 72,848 0.01% 0.01% 22 +186,861 95.97% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 369,668 70,577 0.03% 0.02% 23 +167,211 82.59% Q2 2026 Aug 13, 2026
FMR LLC History Added to 363,829 69,462 0.0% 0.0% 24 +47,008 14.84% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 358,691 68,481 0.02% 0.02% 25 +6,247 1.77% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Added to 354,485 67,678 0.01% 0.01% 26 +187,818 112.69% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 348,797 66,594 0.01% 0.01% 27 +92,653 36.17% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Added to 286,277 54,656 0.07% 0.07% 28 +1,839 0.65% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History Added to 249,359 48,453 0.0% 0.0% 29 +41,165 19.77% Q2 2026 Aug 12, 2026
Vest Financial, LLC History Reduced 240,605 45,936 0.48% 0.56% 30 -4,094 -1.67% Q2 2026 Jul 24, 2026
WELLS FARGO & COMPANY/MN History Added to 237,705 45,382 0.01% 0.0% 31 +196,291 473.97% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 226,259 43,197 0.0% 0.0% 32 +48,623 27.37% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 224,941 42,945 0.01% 0.01% 33 +39,697 21.43% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History Reduced 218,993 41,810 0.02% 0.04% 34 -164,577 -42.91% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 200,970 38,369 0.05% 0.11% 35 -181,300 -47.43% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 196,861 37,584 0.01% 0.02% 36 +34,973 21.6% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 192,133 36,682 0.05% 0.07% 37 -21,540 -10.08% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 191,715 36,602 0.01% 0.01% 38 -12,053 -5.92% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 187,925 35,879 0.01% 0.01% 39 +74,563 65.77% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History Reduced 183,707 35,073 0.1% 0.14% 40 -45,702 -19.92% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 173,476 33,102 0.04% 0.02% 41 +82,100 89.85% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 169,673 32,393 0.0% 0.01% 42 -87,919 -34.13% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 163,216 31,163 0.02% 0.01% 43 +36,737 29.05% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History Reduced 149,824 28,604 0.02% 0.02% 44 -1,333 -0.88% Q2 2026 Aug 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 148,827 28,414 0.1% 0.11% 45 -801 -0.54% Q2 2026 Aug 10, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 139,979 26,724 0.01% 0.02% 46 -63,112 -31.08% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 134,729 25,722 0.01% 0.02% 47 -123,639 -47.85% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 131,742 25,257 0.01% 0.01% 48 0 0.0% Q1 2026 May 18, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 124,446 23,759 0.02% 0.03% 49 -40,467 -24.54% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 124,262 23,724 0.0% 0.01% 50 -4,196 -3.27% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 120,800 23,063 0.05% 0.06% 51 -1,418 -1.16% Q2 2026 Aug 13, 2026
Walleye Capital LLC History Added to 118,382 22,601 0.08% 0.07% 52 +31,410 36.12% Q2 2026 Aug 03, 2026
ALGERT GLOBAL LLC History Added to 118,346 22,594 0.27% 0.33% 53 +3,923 3.43% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 116,587 22,258 0.01% 0.01% 54 +3,306 2.92% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History Added to 116,282 22,200 0.02% 0.03% 55 +8,757 8.14% Q2 2026 Aug 14, 2026
Arbejdsmarkedets Tillaegspension History Reduced 116,249 22,194 0.48% 0.64% 56 -18,151 -13.51% Q2 2026 Jul 17, 2026
Gotham Asset Management, LLC History Added to 114,008 21,766 0.05% 0.06% 57 +13,281 13.19% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Reduced 112,311 21,605 0.01% 0.01% 58 -15,069 -11.83% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 102,050 19,483 0.01% 0.01% 59 +1,400 1.39% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 99,928 19,078 0.0% 0.0% 60 +6,929 7.45% Q2 2026 Sep 23, 2026
CITADEL ADVISORS LLC History Reduced 98,600 18,824 0.0% 0.0% 61 -4,057 -3.95% Q2 2026 Sep 02, 2026
FRANKLIN RESOURCES INC History Reduced 95,780 18,286 0.0% 0.01% 62 -56,394 -37.06% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 93,804 17,908 0.01% — 63 +93,804 New Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History Added to 91,598 17,487 0.02% 0.03% 64 +7,223 8.56% Q2 2026 Aug 12, 2026
Amundi History Added to 88,813 16,956 0.0% 0.0% 65 +40,941 85.52% Q2 2026 Aug 11, 2026
River Road Asset Management, LLC History Reduced 79,831 15,241 0.17% 0.18% 66 -2,919 -3.53% Q2 2026 Jul 17, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 79,300 15,139 0.01% 0.0% 67 +71,600 929.87% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Added to 74,092 14,145 0.0% 0.0% 68 +959 1.31% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 70,698 13,497 0.0% 0.0% 69 +4,420 6.67% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History Added to 69,681 13,303 0.0% 0.0% 70 +44,856 180.69% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 69,179 13,264 0.0% 0.0% 71 -1,011 -1.44% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 66,930 12,778 0.2% 0.22% 72 -9,350 -12.26% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 65,367 12,479 0.0% 0.0% 73 -14,094 -17.74% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History Reduced 62,697 11,970 0.22% 0.33% 74 -16,350 -20.68% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 61,097 11,665 0.02% 0.03% 75 -4,930 -7.47% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History Added to 60,011 11,457 0.01% 0.0% 76 +48,288 411.91% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 59,139 11,290 0.01% 0.01% 77 -279 -0.47% Q2 2026 Aug 24, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 58,762 11,218 0.01% 0.01% 78 +27,804 89.81% Q2 2026 Aug 12, 2026
Focus Partners Wealth History Reduced 58,694 11,205 0.01% 0.01% 79 -8,437 -12.57% Q2 2026 Aug 12, 2026
Retirement Systems of Alabama History Reduced 58,454 11,160 0.03% 0.04% 80 -10,893 -15.71% Q2 2026 Jul 28, 2026
Allianz Asset Management GmbH History Added to 57,903 11,054 0.01% 0.01% 81 +5,968 11.49% Q2 2026 Sep 02, 2026
Marathon Asset Management Ltd History Reduced 51,547 9,841 0.4% 0.48% 82 -14,349 -21.78% Q2 2026 Aug 14, 2026
Alberta Investment Management Corp History New 51,400 9,813 0.05% — 83 +51,400 New Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 50,613 9,663 0.04% 0.04% 84 +12,659 33.35% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 50,075 9,560 0.23% 0.33% 85 -19,197 -27.71% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 50,054 9,556 0.01% 0.01% 86 +2,366 4.96% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Reduced 48,873 9,330 0.0% 0.0% 87 -42,999 -46.8% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 48,680 9,293 0.09% 0.11% 88 -2,095 -4.13% Q2 2026 Aug 11, 2026
BANK OF NOVA SCOTIA History Added to 47,101 8,992 0.01% 0.02% 89 +1 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History Added to 46,535 8,884 0.04% 0.03% 90 +14,270 44.23% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Added to 46,313 8,842 0.01% 0.01% 91 +14 0.03% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Added to 44,518 8,499 0.01% 0.01% 92 +13,726 44.58% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 44,384 8,473 0.0% 0.0% 93 -1,123 -2.47% Q2 2026 Aug 03, 2026
NATIXIS History Added to 43,243 8,255 0.03% 0.0% 94 +37,701 680.28% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 42,682 8,148 0.01% 0.02% 95 +252 0.59% Q2 2026 Aug 10, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 42,105 8,038 0.03% 0.06% 96 -33,557 -44.35% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 40,847 7,798 0.01% 0.01% 97 -63 -0.15% Q2 2026 Sep 09, 2026
Quantinno Capital Management LP History Added to 40,057 7,647 0.01% 0.01% 98 +9,408 30.7% Q2 2026 Aug 13, 2026
Mariner, LLC History Added to 39,611 7,562 0.01% 0.01% 99 +5,952 17.68% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Reduced 39,463 7,534 0.01% 0.01% 100 -4,473 -10.18% Q2 2026 Aug 06, 2026
REINHART PARTNERS, LLC. History Reduced 39,202 7,484 0.17% 0.23% 101 -2,933 -6.96% Q2 2026 Jul 08, 2026
CHILTON INVESTMENT CO INC. History Reduced 38,853 7,417 0.18% 0.2% 102 -5,038 -11.48% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 37,631 7,184 0.0% — 103 +37,631 New Q2 2026 Aug 14, 2026
Creative Planning History Added to 37,258 7,113 0.0% 0.0% 104 +4,399 13.39% Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Reduced 36,629 6,993 0.08% 0.11% 105 -6,532 -15.13% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 36,616 6,990 0.02% 0.01% 106 +14,519 65.71% Q2 2026 Aug 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 36,339 6,937 0.01% 0.02% 107 -1,268 -3.37% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Added to 35,140 6,703 0.01% 0.01% 108 +559 1.62% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History Added to 33,339 6,365 0.03% 0.03% 109 +2,886 9.48% Q2 2026 Aug 11, 2026
Harvest Investment Services, LLC History Added to 33,144 6,327 0.98% 1.16% 110 +202 0.61% Q2 2026 Aug 14, 2026
NAVELLIER & ASSOCIATES INC History Reduced 32,734 6,249 0.5% 0.67% 111 -905 -2.69% Q2 2026 Aug 04, 2026
Twin Tree Management, LP History Added to 30,800 5,880 0.11% 0.12% 112 +1,200 4.05% Q2 2026 Aug 12, 2026
ING GROEP NV History New 30,725 5,866 0.03% — 113 +30,725 New Q2 2026 Aug 13, 2026
Horizon Investments, LLC History Reduced 30,730 5,858 0.06% 0.08% 114 -8,486 -21.64% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Added to 30,000 5,727 0.01% 0.0% 115 +20,200 206.12% Q2 2026 Aug 14, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 29,600 5,651 0.65% 0.68% 116 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History Reduced 29,550 5,641 0.01% 0.01% 117 -11,051 -27.22% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History Reduced 28,919 5,521 0.17% 0.22% 118 -4,552 -13.6% Q2 2026 Jul 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 27,960 5,338 0.08% 0.08% 119 +5,391 23.89% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 27,900 5,326 0.01% 0.01% 120 +6,894 32.82% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History Reduced 27,476 5,245 0.02% 0.03% 121 -703 -2.49% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History Reduced 26,839 5,124 0.02% 0.02% 122 -483 -1.77% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 26,514 5,062 0.05% 0.04% 123 +6,112 29.96% Q2 2026 Aug 10, 2026
AMALGAMATED BANK History Reduced 26,021 4,968 0.03% 0.04% 124 -1,075 -3.97% Q2 2026 Jul 23, 2026
Police & Firemen's Retirement System of New Jersey History Added to 25,715 4,909 0.04% 0.04% 125 +1,410 5.8% Q2 2026 Jul 23, 2026
TORONTO DOMINION BANK History New 25,697 4,906 0.01% — 126 +25,697 New Q2 2026 Aug 14, 2026
Cerity Partners LLC History Added to 25,056 4,783 0.01% 0.01% 127 +3,245 14.88% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 24,626 4,701 0.01% 0.01% 128 +192 0.79% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History Reduced 24,578 4,692 0.0% 0.0% 129 -582 -2.31% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History Added to 24,464 4,670 0.0% 0.0% 130 +3,657 17.58% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 24,171 4,614 0.01% 0.01% 131 +271 1.13% Q2 2026 Jul 29, 2026
Treasurer of the State of North Carolina History Reduced 24,125 4,606 0.01% 0.01% 132 -130 -0.54% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 22,608 4,316 0.44% 0.48% 133 +152 0.68% Q2 2026 Jul 24, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 22,356 4,268 0.01% 0.02% 134 -1,567 -6.55% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History Reduced 22,048 4,209 0.0% 0.01% 135 -10,160 -31.54% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History Reduced 21,984 4,197 0.03% 0.04% 136 -1,839 -7.72% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 21,928 4,186 0.0% 0.01% 137 -3,985 -15.38% Q2 2026 Jul 30, 2026
Kestra Advisory Services, LLC History Added to 20,772 3,965 0.01% 0.01% 138 +297 1.45% Q2 2026 Jul 28, 2026
FEDERATED HERMES, INC. History Reduced 20,689 3,949 0.01% 0.01% 139 -2,819 -11.99% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History Reduced 20,524 3,918 0.0% 0.01% 140 -7,977 -27.99% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History Reduced 20,438 3,901 0.01% 0.02% 141 -12,808 -38.52% Q2 2026 Aug 14, 2026
Templeton & Phillips Capital Management, LLC History No change 20,430 3,900 2.85% 3.19% 142 0 0.0% Q2 2026 Aug 07, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 20,291 3,874 0.24% 0.17% 143 +3,635 21.82% Q2 2026 Aug 12, 2026
Mezzasalma Advisors, LLC History Added to 20,195 3,855 0.77% 0.73% 144 +5,280 35.4% Q2 2026 Aug 10, 2026
Quadrature Capital Ltd History New 19,490 3,721 0.03% — 145 +19,490 New Q2 2026 Aug 06, 2026
Jump Financial, LLC History Reduced 19,427 3,709 0.03% 0.07% 146 -8,701 -30.93% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History New 18,496 3,531 0.0% — 147 +18,496 New Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 18,396 3,512 0.0% 0.0% 148 +11,860 181.46% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 18,234 3,481 0.01% 0.01% 149 +3,086 20.37% Q2 2026 Jul 27, 2026
Engineers Gate Manager LP History Reduced 18,139 3,463 0.04% 0.05% 150 -1,030 -5.37% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History Added to 18,111 3,457 0.02% 0.02% 151 +6,233 52.48% Q2 2026 Aug 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,050 3,446 0.02% 0.03% 152 0 0.0% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 17,533 3,345 0.0% 0.0% 153 +5,622 47.2% Q2 2026 Aug 10, 2026
Pacer Advisors, Inc. History Added to 17,412 3,324 0.01% 0.01% 154 +239 1.39% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 17,345 3,311 0.07% 0.05% 155 +2,488 16.75% Q2 2026 Jul 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,332 3,286 0.01% 0.01% 156 +1,859 11.29% Q2 2026 Jul 15, 2026
Handelsbanken Fonder AB History Added to 17,130 3,270 0.01% 0.01% 157 +300 1.78% Q2 2026 Jul 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 16,737 3,195 0.01% 0.01% 158 -348 -2.04% Q2 2026 Aug 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 16,588 3,166 0.0% 0.0% 159 +5,114 44.57% Q2 2026 Aug 19, 2026
L2 Asset Management, LLC History Reduced 16,522 3,154 0.33% 0.55% 160 -13,587 -45.13% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Added to 16,500 3,150 0.05% 0.06% 161 +100 0.61% Q2 2026 Jul 21, 2026
State of New Jersey Common Pension Fund D History Reduced 16,494 3,149 0.01% 0.01% 162 -264 -1.58% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 16,268 3,105 0.02% 0.03% 163 -2,570 -13.64% Q2 2026 Jul 23, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 16,212 3,095 0.01% 0.03% 164 -22,515 -58.14% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Reduced 16,162 3,085 0.11% 0.19% 165 -18,520 -53.4% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 16,137 3,080 0.0% 0.01% 166 -465 -2.8% Q2 2026 Aug 06, 2026
PANAGORA ASSET MANAGEMENT INC History New 16,118 3,077 0.01% — 167 +16,118 New Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History Reduced 15,926 3,040 0.03% 0.04% 168 -1,424 -8.21% Q2 2026 Jul 20, 2026
Oak Thistle LLC History Reduced 15,113 2,885 0.28% 0.4% 169 -6,185 -29.04% Q2 2026 Jul 20, 2026
Neuberger Berman Group LLC History Added to 14,746 2,815 0.0% 0.0% 170 +3,977 36.93% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History Added to 14,699 2,806 0.01% 0.01% 171 +6,398 77.08% Q2 2026 Aug 12, 2026
CWM, LLC History No change 14,593 2,798 0.01% 0.01% 172 0 0.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 14,512 2,771 0.0% 0.0% 173 +897 6.59% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 14,469 2,762 0.0% 0.01% 174 -974 -6.31% Q2 2026 Aug 05, 2026
Arizona State Retirement System History Added to 14,035 2,679 0.01% 0.02% 175 +52 0.37% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History Added to 13,999 2,672 0.01% 0.01% 176 +1,711 13.92% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 13,846 2,643 0.01% 0.01% 177 +1,060 8.29% Q2 2026 Aug 11, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 13,786 2,632 0.14% 0.19% 178 -2,916 -17.46% Q2 2026 Aug 13, 2026
Convergence Investment Partners, LLC History Added to 13,559 2,588 0.25% 0.11% 179 +9,973 278.11% Q2 2026 Jul 31, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 13,530 2,583 0.01% 0.01% 180 -643 -4.54% Q2 2026 Jul 17, 2026
Massar Capital Management, LP History New 13,405 2,559 0.25% — 181 +13,405 New Q2 2026 Aug 14, 2026
Employees Retirement System of Texas History Added to 13,294 2,538 0.02% 0.0% 182 +12,805 2618.61% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History Added to 13,216 2,523 0.01% 0.01% 183 +2,277 20.82% Q2 2026 Aug 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 13,200 2,520 0.01% 0.01% 184 -400 -2.94% Q2 2026 Jul 30, 2026
Vanguard Investments Australia, Ltd. History Added to 13,086 2,498 0.01% 0.01% 185 +291 2.27% Q2 2026 Aug 13, 2026
Arax Advisory Partners History Added to 12,915 2,465 0.02% 0.01% 186 +11,715 976.25% Q2 2026 Aug 10, 2026
KLP KAPITALFORVALTNING AS History Added to 12,900 2,462 0.01% 0.01% 187 +1,700 15.18% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 12,714 2,427 0.03% 0.04% 188 +41 0.32% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History Added to 12,660 2,416 0.0% 0.0% 189 +129 1.03% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,550 2,396 0.0% 0.0% 190 -195 -1.53% Q2 2026 Aug 14, 2026
&PARTNERS History Reduced 12,413 2,369 0.01% 0.01% 191 -46 -0.37% Q2 2026 Aug 14, 2026
EJF Capital LP History No change 12,250 2,338 1.56% 1.65% 192 0 0.0% Q2 2026 Aug 13, 2026
Paralel Advisors LLC History Reduced 12,047 2,300 0.09% 0.16% 193 -7,769 -39.21% Q2 2026 Aug 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 12,030 2,296 0.11% — 194 +12,030 New Q2 2026 Jul 21, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 11,990 2,289 0.06% 0.07% 195 0 0.0% Q2 2026 Jul 29, 2026
IFP Advisors, Inc History Added to 11,922 2,276 0.04% 0.05% 196 +594 5.24% Q2 2026 Jul 20, 2026
Crossmark Global Holdings, Inc. History Added to 11,754 2,244 0.03% 0.03% 197 +2,513 27.19% Q2 2026 Jul 16, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 11,652 2,224 0.02% 0.03% 198 +100 0.87% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History Added to 11,602 2,215 0.0% 0.0% 199 +9,120 367.45% Q2 2026 Aug 12, 2026
ROI Financial Advisors, LLC History Added to 11,511 2,197 1.14% 1.21% 200 +955 9.05% Q2 2026 Aug 14, 2026
FORTRESS PRIVATE LEDGER, LLC History Reduced 11,404 2,177 0.59% 1.9% 201 -20,304 -64.03% Q2 2026 Aug 07, 2026
Values First Advisors, Inc. History Added to 11,253 2,148 0.98% 0.56% 202 +5,678 101.85% Q2 2026 Aug 04, 2026
ASSETMARK, INC History Added to 11,062 2,111 0.0% 0.0% 203 +3 0.03% Q2 2026 Jul 30, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 11,017 2,103 0.57% 0.69% 204 -198 -1.77% Q2 2026 Jul 24, 2026
Janney Montgomery Scott LLC History New 10,827 2,067 0.0% — 205 +10,827 New Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 10,770 2,056 0.12% 0.13% 206 +1,711 18.89% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,464 1,997 0.02% 0.03% 207 -828 -7.33% Q2 2026 Jul 16, 2026
Ameritas Investment Partners, Inc. History Reduced 10,421 1,989 0.05% 0.06% 208 -1 -0.01% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 10,417 1,988 0.01% 0.01% 209 +978 10.36% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 10,404 1,986 0.0% 0.01% 210 -25,601 -71.1% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 10,397 1,985 0.0% 0.0% 211 -302 -2.82% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History Reduced 10,162 1,940 0.05% 0.02% 212 -280 -2.68% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History Reduced 9,983 1,906 0.0% 0.0% 213 -2,231 -18.27% Q2 2026 Aug 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 9,933 1,896 0.02% — 214 +9,933 New Q2 2026 Aug 10, 2026
PFA Pension, Forsikringsaktieselskab History New 9,750 1,861 0.0% — 215 +9,750 New Q2 2026 Aug 12, 2026
Robeco Institutional Asset Management B.V. History New 9,646 1,841 0.0% — 216 +9,646 New Q2 2026 Jul 21, 2026
VELA Investment Management, LLC History No change 9,591 1,831 0.4% 0.43% 217 0 0.0% Q2 2026 Aug 27, 2026
Steward Partners Investment Advisory, LLC History Added to 9,506 1,814 0.01% 0.0% 218 +9,435 13288.73% Q2 2026 Aug 13, 2026
KG Capital Management History Added to 8,988 1,716 1.02% 1.16% 219 +583 6.94% Q2 2026 Aug 07, 2026
Vestcor Inc History Reduced 8,942 1,707 0.04% 0.06% 220 -1,481 -14.21% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 8,639 1,649 0.01% 0.01% 221 +2,615 43.41% Q2 2026 Aug 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 8,490 1,620 0.07% 0.08% 222 +90 1.07% Q2 2026 Jul 27, 2026
Polymer Capital Management (US) LLC History Added to 8,335 1,591 0.21% 0.02% 223 +7,160 609.36% Q2 2026 Aug 14, 2026
OneAscent Wealth Management LLC History Reduced 8,118 1,549 0.46% 0.51% 224 -2 -0.02% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History Added to 8,000 1,527 0.01% 0.01% 225 +575 7.74% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 7,830 1,494 0.01% 0.01% 226 +800 11.38% Q2 2026 Aug 25, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,930 1,491 0.0% 0.0% 227 +2,433 44.26% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 7,616 1,454 0.01% 0.01% 228 -187 -2.4% Q2 2026 Aug 10, 2026
Hobbs Group Advisors, LLC History Added to 7,476 1,427 0.38% 0.43% 229 +1 0.01% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 7,251 1,384 0.01% 0.02% 230 -816 -10.12% Q2 2026 Aug 03, 2026
Sovereign's Capital Management, LLC History Reduced 7,103 1,356 0.91% 1.01% 231 -91 -1.26% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 7,046 1,345 0.1% 0.09% 232 +966 15.89% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Added to 6,760 1,290 0.05% 0.03% 233 +4,990 281.92% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History Added to 6,743 1,287 0.0% 0.0% 234 +432 6.85% Q2 2026 Aug 07, 2026
WNY Asset Management, LLC History Added to 6,508 1,242 0.11% 0.13% 235 +155 2.44% Q2 2026 Aug 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 6,491 1,239 0.01% 0.01% 236 +135 2.12% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History Reduced 6,476 1,236 0.01% 0.01% 237 -3,223 -33.23% Q2 2026 Aug 18, 2026
Mullaney, Keating & Wright, Inc. History Added to 14,831 1,205 0.58% 0.61% 238 +10 0.07% Q2 2026 Jul 14, 2026
HighPoint Advisor Group LLC History Added to 6,194 1,182 0.04% 0.05% 239 +8 0.13% Q2 2026 Aug 05, 2026
Bragg Financial Advisors, Inc History Reduced 6,113 1,167 0.03% 0.04% 240 -250 -3.93% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History Added to 6,111 1,166 0.01% 0.01% 241 +213 3.61% Q2 2026 Aug 11, 2026
Redwood Investment Management, LLC History Added to 6,056 1,156 0.11% 0.13% 242 +597 10.94% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History Added to 6,048 1,154 0.03% 0.02% 243 +2,129 54.33% Q2 2026 Aug 11, 2026
Kestra Investment Management, LLC History Added to 6,003 1,146 0.02% 0.02% 244 +542 9.92% Q2 2026 Aug 05, 2026
Harvest Fund Management Co., Ltd History Added to 5,958 1,137 0.04% 0.05% 245 +394 7.08% Q2 2026 Aug 19, 2026
PATRON PARTNERS, LLC History Added to 5,938 1,133 0.44% 0.43% 246 +916 18.24% Q2 2026 Aug 11, 2026
XTX Topco Ltd History Added to 5,625 1,073 0.01% 0.01% 247 +1,859 49.36% Q2 2026 Aug 14, 2026
ALLSTATE CORP History Added to 5,578 1,064 0.01% 0.01% 248 +41 0.74% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History Added to 5,505 1,051 0.01% 0.01% 249 +1,358 32.75% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 5,409 1,032 0.01% 0.01% 250 +2 0.04% Q2 2026 Aug 14, 2026
Davis Investment Partners, LLC History No change 5,400 1,030 0.31% 0.37% 251 0 0.0% Q2 2026 Aug 07, 2026
Ethic Inc. History Reduced 5,389 1,028 0.01% 0.02% 252 -360 -6.26% Q2 2026 Jul 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 5,364 1,024 0.1% 0.11% 253 +297 5.86% Q2 2026 Jul 31, 2026
AXQ CAPITAL, LP History Reduced 5,344 1,020 0.11% 0.22% 254 -3,562 -40.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History Added to 5,333 1,018 0.02% 0.01% 255 +2,963 125.02% Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History New 5,200 992 0.0% — 257 +5,200 New Q2 2026 Aug 14, 2026
Mendel Capital Management LLC History No change 5,200 992 0.45% 0.5% 256 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History Added to 5,146 982 0.0% 0.0% 258 +1,073 26.34% Q2 2026 Aug 13, 2026
William Mack & Associates, Inc. History Added to 5,086 970 0.34% 0.56% 259 +8 0.16% Q2 2026 Jul 10, 2026
Brevan Howard Capital Management LP History Reduced 5,032 960 0.01% 0.03% 260 -14,875 -74.72% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Added to 4,981 950 0.02% 0.02% 261 +483 10.74% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History Reduced 4,945 944 0.0% 0.01% 262 -384 -7.21% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 4,834 922 0.01% 0.0% 263 +3,594 289.84% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History Added to 4,791 914 0.0% 0.0% 264 +286 6.35% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History Reduced 4,750 906 0.1% 0.13% 265 -750 -13.64% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History Added to 4,732 903 0.01% 0.01% 266 +42 0.9% Q2 2026 Aug 06, 2026
Freestone Grove Partners LP History New 4,725 902 0.01% — 268 +4,725 New Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History Reduced 4,727 902 0.0% 0.0% 267 -734 -13.44% Q2 2026 Jul 27, 2026
Frank, Rimerman Advisors LLC History Added to 4,704 898 0.05% 0.06% 269 +47 1.01% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History Reduced 4,617 881 0.01% 0.01% 270 -529 -10.28% Q2 2026 Sep 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 4,593 876 0.02% 0.02% 271 -100 -2.13% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History Reduced 4,493 857 0.0% 0.0% 272 -6,602 -59.5% Q2 2026 Aug 12, 2026
HANCOCK WHITNEY CORP History Reduced 4,318 824 0.01% 0.02% 273 -424 -8.94% Q2 2026 Aug 14, 2026
ADVISORTRUST PARTNERS, LLC History Added to 4,287 818 0.28% 0.26% 275 +1,044 32.19% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 4,286 818 0.02% 0.02% 274 +197 4.82% Q2 2026 Aug 14, 2026
World Investment Advisors History Reduced 4,228 810 0.01% 0.01% 276 -238 -5.33% Q2 2026 Aug 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 4,188 799 0.49% 0.58% 277 -142 -3.28% Q2 2026 Jul 28, 2026
Callan Family Office, LLC History Added to 4,146 791 0.02% 0.02% 278 +2 0.05% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History Reduced 4,134 789 0.0% 0.0% 279 -329 -7.37% Q2 2026 Jul 17, 2026
Legacy Wealth Asset Management, LLC History Added to 4,048 772 0.17% 0.19% 280 +15 0.37% Q2 2026 Jul 09, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 4,020 767 0.03% 0.03% 281 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History Added to 3,971 765 0.05% 0.06% 282 +6 0.15% Q2 2026 Aug 07, 2026
J.W. COLE ADVISORS, INC. History New 3,990 761 0.01% — 283 +3,990 New Q2 2026 Jul 21, 2026
Numerai GP LLC History Reduced 3,973 758 0.06% 0.11% 284 -1,562 -28.22% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 3,970 757 0.0% 0.01% 285 -4,158 -51.16% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History Added to 3,913 747 0.03% 0.02% 286 +1,636 71.85% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History Reduced 3,903 745 0.17% 0.22% 288 -417 -9.65% Q2 2026 Aug 10, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 4,122 745 0.03% 0.03% 287 -100 -2.37% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History Added to 3,894 743 0.01% 0.0% 289 +2,169 125.74% Q2 2026 Aug 11, 2026
Tidal Investments LLC History Added to 3,888 742 0.0% 0.0% 290 +834 27.31% Q2 2026 Aug 13, 2026
Towercrest Capital Management History Reduced 9,140 742 0.1% 0.11% 291 -100 -1.08% Q2 2026 Aug 03, 2026
South Dakota Investment Council History Reduced 3,811 728 0.01% 0.02% 292 -700 -15.52% Q2 2026 Aug 11, 2026
Cynosure Group, LLC History New 3,721 710 0.11% — 293 +3,721 New Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 3,705 707 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 13, 2026
Warther Private Wealth, LLC History New 3,675 701 0.15% — 295 +3,675 New Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 3,656 698 0.01% — 296 +3,656 New Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History Reduced 3,651 697 0.01% 0.01% 297 -94 -2.51% Q2 2026 Jul 15, 2026
OSSIAM History New 3,635 693 0.01% — 298 +3,635 New Q2 2026 Aug 13, 2026
Alliance Wealth Management Group History Reduced 8,489 689 0.13% 0.14% 299 -100 -1.16% Q2 2026 Aug 04, 2026
denkapparat Operations GmbH History No change 3,614 689 0.23% 0.29% 300 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History Added to 3,619 680 0.0% 0.0% 301 +620 20.67% Q2 2026 Aug 10, 2026
Allworth Financial LP History Reduced 3,552 678 0.0% 0.0% 302 -641 -15.29% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 3,535 674 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 24, 2026
Mesirow Financial Investment Management, Inc. History Added to 3,474 663 0.01% 0.01% 304 +20 0.58% Q2 2026 Jul 22, 2026
INCEPTIONR LLC History Added to 3,468 662 0.16% 0.07% 305 +1,957 129.52% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,464 661 0.02% 0.01% 306 +2,830 446.37% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History Added to 3,441 657 0.01% 0.01% 307 +226 7.03% Q2 2026 Aug 14, 2026
Invst, LLC History Reduced 3,417 652 0.06% 0.09% 308 -638 -15.73% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History Reduced 3,412 651 0.02% 0.03% 309 -880 -20.5% Q2 2026 Jul 30, 2026
HBK Sorce Advisory LLC History Added to 3,519 650 0.01% 0.01% 310 +25 0.72% Q2 2026 Aug 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 3,371 643 0.0% — 311 +3,371 New Q2 2026 Aug 12, 2026
Perbak Capital Partners LLP History No change 3,349 642 0.16% 0.16% 312 0 0.0% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 3,336 636 0.0% 0.0% 313 +346 11.57% Q2 2026 Jul 29, 2026
ROBERTS GLORE & CO INC /IL/ History New 3,293 628 0.16% — 314 +3,293 New Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History Added to 3,132 597 0.05% 0.06% 315 +2 0.06% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History Added to 3,126 596 0.01% 0.01% 316 +276 9.68% Q2 2026 Aug 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,120 595 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 30, 2026
Brooklyn Investment Group History No change 3,033 581 0.02% 0.02% 318 0 0.0% Q1 2026 Apr 29, 2026
FRG Family Wealth Advisors LLC History No change 3,000 575 0.09% 0.09% 319 0 0.0% Q1 2026 Apr 24, 2026
Utah Retirement Systems History No change 3,005 573 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History New 3,000 572 0.0% — 321 +3,000 New Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Reduced 2,967 566 0.02% 0.02% 322 -456 -13.32% Q2 2026 Jul 24, 2026
Cloud Capital Management, LLC History Reduced 2,972 566 0.21% 0.25% 323 -60 -1.98% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Added to 2,894 552 0.0% 0.0% 324 +249 9.41% Q2 2026 Jul 20, 2026
PRUDENTIAL PLC History Reduced 2,857 545 0.0% 0.0% 325 -1,189 -29.39% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Reduced 3,017 540 0.01% 0.02% 326 -38 -1.24% Q2 2026 Jul 13, 2026
Maryland State Retirement & Pension System History No change 2,820 538 0.01% 0.01% 327 0 0.0% Q2 2026 Jul 30, 2026
Stirlingshire Investments, Inc. History Added to 2,800 534 0.4% 0.18% 328 +1,736 163.16% Q2 2026 Jul 31, 2026
Dynasty Wealth Management, LLC History Reduced 2,788 532 0.0% 0.01% 329 -220 -7.31% Q2 2026 Aug 13, 2026
Caprock Group, LLC History Added to 2,777 530 0.01% 0.01% 330 +197 7.64% Q2 2026 Jul 27, 2026
Centiva Capital, LP History New 2,769 528 0.0% — 331 +2,769 New Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,710 517 0.0% 0.0% 332 -220 -7.51% Q2 2026 Aug 07, 2026
Ameritas Advisory Services, LLC History New 2,695 514 0.01% — 334 +2,695 New Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History New 2,690 514 0.11% — 333 +2,690 New Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 2,681 511 0.01% 0.01% 335 -900 -25.13% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History Added to 2,676 510 0.01% 0.01% 336 +101 3.92% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History New 2,653 506 0.04% — 337 +2,653 New Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History New 2,640 504 0.06% — 338 +2,640 New Q2 2026 Aug 11, 2026
Sivia Capital Partners, LLC History No change 2,605 497 0.06% 0.1% 339 0 0.0% Q2 2026 Jul 23, 2026
Waverly Advisors, LLC History Added to 2,592 494 0.0% 0.0% 340 +1,130 77.29% Q2 2026 Aug 14, 2026
Brown Financial Advisory History New 2,580 492 0.21% — 341 +2,580 New Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,571 490 0.01% 0.01% 342 +97 3.92% Q2 2026 Aug 14, 2026
RWA WEALTH PARTNERS, LLC History No change 2,516 480 0.0% 0.01% 343 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,508 478 0.01% 0.0% 344 +743 42.1% Q2 2026 Aug 04, 2026
AlphaGrep UK Ltd History New 2,496 476 0.14% — 345 +2,496 New Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 2,490 475 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 12, 2026
Accel Wealth Management History No change 2,476 472 0.11% 0.12% 347 0 0.0% Q2 2026 Jul 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 2,450 467 0.0% 0.0% 348 +118 5.06% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Added to 2,393 456 0.01% 0.02% 349 +2 0.08% Q2 2026 Jul 06, 2026
HARBOUR INVESTMENTS, INC. History No change 2,375 453 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,369 452 0.0% 0.0% 351 +96 4.22% Q2 2026 Aug 06, 2026
Coyle Financial Counsel LLC History Added to 2,361 450 0.08% 0.1% 352 +4 0.17% Q2 2026 Aug 07, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 2,339 446 0.01% 0.01% 353 -39 -1.64% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History Added to 2,329 444 0.05% 0.05% 354 +9 0.39% Q2 2026 Jul 30, 2026
Jain Global LLC History Reduced 2,318 442 0.0% 0.0% 355 -233 -9.13% Q2 2026 Aug 14, 2026
DnB Asset Management AS History Reduced 2,315 441 0.0% 0.0% 356 -22 -0.94% Q2 2026 Aug 11, 2026
CHOREO, LLC History Added to 2,288 436 0.0% 0.01% 357 +106 4.86% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History Added to 2,275 434 0.0% 0.0% 358 +502 28.31% Q2 2026 Aug 12, 2026
Nykredit A/S History New 2,248 429 0.0% — 359 +2,248 New Q2 2026 Sep 08, 2026
ProShare Advisors LLC History Reduced 2,229 425 0.0% 0.0% 360 -41 -1.81% Q2 2026 Aug 11, 2026
BROWN ADVISORY INC History Reduced 2,226 424 0.0% 0.0% 361 -47 -2.07% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 2,190 424 0.0% 0.0% 362 +12 0.55% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 2,196 419 0.0% 0.0% 363 +615 38.9% Q2 2026 Jul 29, 2026
JT Stratford LLC History Added to 2,189 417 0.05% 0.05% 364 +137 6.68% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History Reduced 2,180 416 0.18% 0.31% 365 -1,160 -34.73% Q2 2026 Aug 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,166 413 0.02% 0.02% 366 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 2,153 411 0.01% 0.01% 367 -108 -4.78% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 2,140 408 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 2,094 399 0.0% 0.0% 369 -221 -9.55% Q2 2026 Aug 14, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 2,081 399 0.01% 0.01% 370 0 0.0% Q1 2026 Apr 15, 2026
Wealthfront Advisers LLC History Added to 2,087 398 0.0% 0.0% 371 +218 11.66% Q2 2026 Aug 07, 2026
Keystone Wealth Services, LLC History Added to 2,062 393 0.07% 0.08% 372 +140 7.28% Q2 2026 Aug 05, 2026
Pine Valley Investments Ltd Liability Co History Added to 2,054 392 0.02% 0.02% 373 +14 0.69% Q2 2026 Jul 24, 2026
Mill Creek Capital Advisors, LLC History No change 2,024 388 0.01% 0.01% 374 0 0.0% Q1 2026 May 14, 2026
Linden Thomas Advisory Services, LLC History Added to 2,030 387 0.03% 0.04% 375 +28 1.4% Q2 2026 Jul 16, 2026
M&T BANK CORP History Added to 2,019 384 0.0% 0.0% 376 +30 1.51% Q2 2026 Aug 04, 2026
VestGen Advisors, LLC History Added to 2,011 383 0.01% 0.01% 378 +532 35.97% Q2 2026 Aug 11, 2026
Csenge Advisory Group History Added to 2,011 383 0.02% 0.02% 377 +11 0.55% Q2 2026 Aug 10, 2026
Walker Asset Management, LLC History No change 2,000 381 0.19% 0.21% 379 0 0.0% Q2 2026 Jul 10, 2026
MAI Capital Management History Added to 1,989 380 0.0% 0.0% 380 +1,203 153.05% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History New 1,967 375 0.01% — 382 +1,967 New Q2 2026 Aug 06, 2026
WHITTIER TRUST CO History No change 2,000 375 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 27, 2026
Old North State Wealth Management, LLC History Reduced 1,962 374 0.16% 0.17% 383 -8 -0.41% Q2 2026 Jul 17, 2026
PATTEN & PATTEN INC/TN History No change 1,958 373 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History Added to 1,940 370 0.02% 0.02% 385 +87 4.7% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,936 369 0.0% 0.0% 386 -114 -5.56% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History Reduced 1,931 368 0.0% 0.0% 387 -340 -14.97% Q2 2026 Aug 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,917 365 0.06% 0.04% 389 +846 78.99% Q2 2026 Jul 27, 2026
Krilogy Financial LLC History Added to 1,915 365 0.01% 0.01% 388 +288 17.7% Q2 2026 Jul 27, 2026
Beaumont Financial Advisors, LLC History Added to 1,908 364 0.02% 0.03% 390 +1 0.05% Q2 2026 Aug 04, 2026
Zhang Financial LLC History No change 1,880 358 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 30, 2026
INNEALTA CAPITAL, LLC History No change 1,873 357 0.19% 0.22% 392 0 0.0% Q2 2026 Aug 04, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,830 349 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History Added to 1,827 348 0.03% 0.03% 394 +11 0.61% Q2 2026 Jul 29, 2026
TD Waterhouse Canada Inc. History No change 1,800 348 0.0% 0.0% 395 0 0.0% Q2 2026 Jul 27, 2026
Oxbow Advisors, LLC History No change 1,808 345 0.03% 0.03% 396 0 0.0% Q2 2026 Aug 07, 2026
WADDELL & ASSOCIATES, LLC History Added to 1,803 344 0.02% 0.01% 397 +603 50.25% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History Added to 1,784 340 0.0% 0.0% 398 +95 5.62% Q2 2026 Aug 05, 2026
Trust Point Inc. History No change 1,764 336 0.03% 0.03% 399 0 0.0% Q2 2026 Jul 08, 2026
CIBC Asset Management Inc History Reduced 1,748 333 0.0% 0.0% 400 -762 -30.36% Q2 2026 Aug 03, 2026
Compound Planning, Inc. History New 1,711 326 0.01% — 401 +1,711 New Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History Added to 1,693 323 0.01% 0.01% 402 +397 30.63% Q2 2026 Jul 09, 2026
North Dakota State Investment Board History Added to 1,685 321 0.01% 0.01% 403 +29 1.75% Q2 2026 Aug 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 1,680 320 0.06% 0.07% 404 -2 -0.12% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History Reduced 1,655 315 0.01% 0.02% 405 -2,093 -55.84% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History Reduced 1,646 314 0.0% 0.01% 406 -1 -0.06% Q2 2026 Aug 11, 2026
Latitude Advisors, LLC History Added to 1,641 313 0.12% 0.14% 407 +37 2.31% Q2 2026 Jul 27, 2026
Ignite Planners, LLC History Added to 1,630 311 0.04% 0.05% 408 +30 1.88% Q2 2026 Jul 23, 2026
COOKSON PEIRCE & CO INC History New 1,621 309 0.01% — 409 +1,621 New Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History Added to 1,588 303 0.01% 0.01% 410 +60 3.93% Q2 2026 Jul 17, 2026
Signal Advisors Wealth, LLC History No change 1,564 298 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 04, 2026
Legacy Advisors, LLC History New 1,555 296 0.03% — 412 +1,555 New Q2 2026 Jul 24, 2026
BTG Pactual Asset Management US LLC History New 1,548 295 0.02% — 414 +1,548 New Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 1,548 295 0.01% 0.01% 413 -148 -8.73% Q2 2026 Jul 28, 2026
SBI Securities Co., Ltd. History Reduced 1,541 294 0.01% 0.01% 415 -31 -1.97% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History New 1,534 292 0.0% — 417 +1,534 New Q2 2026 Jul 15, 2026
Freestone Capital Holdings, LLC History No change 1,530 292 0.01% 0.01% 416 0 0.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History Reduced 1,524 290 0.0% 0.0% 418 -416 -21.44% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History Added to 1,523 290 0.03% 0.05% 419 +16 1.06% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Reduced 1,502 286 0.01% 0.01% 424 -63 -4.03% Q2 2026 Jul 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,500 286 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 1,499 286 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 05, 2026
J. L. Bainbridge & Co., Inc. History No change 1,500 286 0.02% 0.03% 422 0 0.0% Q2 2026 Jul 22, 2026
Waterway Wealth Management, LLC History No change 1,501 286 0.06% 0.06% 423 0 0.0% Q2 2026 Jul 13, 2026
D'Orazio & Associates, Inc. History Added to 1,483 283 0.03% 0.04% 425 +53 3.71% Q2 2026 Jul 28, 2026
RHS Financial, LLC History New 1,475 281 0.11% — 427 +1,475 New Q2 2026 Aug 07, 2026
Sunbelt Securities, Inc. History No change 1,466 281 0.02% 0.02% 426 0 0.0% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Reduced 1,430 273 0.0% 0.0% 428 -50 -3.38% Q2 2026 Jul 24, 2026
GUIDANCE CAPITAL, INC History Added to 1,492 272 0.06% 0.07% 429 +4 0.27% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History Added to 1,419 270 0.0% 0.0% 430 +389 37.77% Q2 2026 Jul 21, 2026
Perigon Wealth Management, LLC History Added to 1,403 267 0.0% 0.0% 431 +105 8.09% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History New 1,397 266 0.0% — 432 +1,397 New Q2 2026 Aug 03, 2026
Affinity Capital Advisors, LLC History New 1,402 263 0.03% — 433 +1,402 New Q2 2026 Jul 08, 2026
Laidlaw Wealth Management LLC History New 1,362 260 0.74% — 435 +1,362 New Q2 2026 Aug 11, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 1,363 260 0.1% 0.12% 434 -4 -0.29% Q2 2026 Jul 30, 2026
Everhart Financial Group, Inc. History No change 1,349 257 0.02% 0.02% 436 0 0.0% Q2 2026 Jul 08, 2026
BURNS J W & CO INC/NY History Added to 1,345 256 0.03% 0.03% 437 +197 17.16% Q2 2026 Jul 15, 2026
Stratos Wealth Advisors, LLC History New 1,331 254 0.01% — 438 +1,331 New Q2 2026 Aug 11, 2026
Elevation Wealth Management LLC History No change 1,330 253 0.19% 0.23% 439 0 0.0% Q2 2026 Jul 29, 2026
Pallas Capital Advisors LLC History Added to 1,324 252 0.01% 0.01% 440 +3 0.23% Q2 2026 Aug 07, 2026
Wealthspire Advisors, LLC History Reduced 1,310 250 0.0% 0.0% 441 -129 -8.96% Q2 2026 Aug 11, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,305 249 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History Reduced 1,302 248 0.0% 0.0% 443 -2,622 -66.82% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,266 245 0.01% 0.02% 444 0 0.0% Q2 2026 Jul 22, 2026
PROFUND ADVISORS LLC History Reduced 1,283 244 0.01% 0.01% 445 -132 -9.33% Q2 2026 Aug 11, 2026
XCELSIOR ADVISOR PARTNERS LLC History New 1,265 241 0.03% — 448 +1,265 New Q2 2026 Aug 14, 2026
MCF Advisors LLC History Added to 1,262 241 0.01% 0.01% 447 +1 0.08% Q2 2026 Aug 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 1,261 241 0.01% 0.01% 446 0 0.0% Q1 2026 Apr 27, 2026
Performance Wealth Partners, LLC History Added to 1,258 240 0.01% 0.01% 449 +8 0.64% Q2 2026 Aug 07, 2026
Aprio Wealth Management, LLC History Added to 1,248 238 0.01% 0.01% 450 +69 5.85% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 1,250 238 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 1,246 237 0.0% 0.0% 452 -232 -15.7% Q2 2026 Jul 28, 2026
Caerus Investment Advisors, LLC History Added to 1,246 237 0.08% 0.09% 454 +121 10.76% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 1,244 237 0.02% 0.02% 453 +90 7.8% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History New 1,239 236 0.0% — 456 +1,239 New Q2 2026 Aug 03, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,239 236 0.01% 0.01% 455 +18 1.47% Q2 2026 Jul 02, 2026
Concurrent Investment Advisors, LLC History Added to 1,228 234 0.0% 0.0% 457 +57 4.87% Q2 2026 Jul 27, 2026
Kathmere Capital Management, LLC History New 1,217 232 0.01% — 459 +1,217 New Q2 2026 Jul 29, 2026
MSA Advisors, LLC History No change 1,220 232 0.06% 0.07% 458 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 1,211 231 0.02% 0.02% 460 0 0.0% Q2 2026 Aug 03, 2026
Gallacher Capital Management LLC History New 1,207 230 0.13% — 461 +1,207 New Q2 2026 Jul 16, 2026
CIBC WORLD MARKET INC. History New 1,198 228 0.0% — 462 +1,198 New Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 1,194 227 0.0% 0.0% 463 -161 -11.88% Q2 2026 Jul 30, 2026
SteelPeak Wealth, LLC History Added to 1,191 227 0.01% 0.01% 465 +59 5.21% Q2 2026 Jul 13, 2026
Inscription Capital, LLC History Added to 1,194 227 0.02% 0.02% 464 +30 2.58% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History Reduced 1,184 226 0.0% 0.0% 466 -35 -2.87% Q2 2026 Aug 03, 2026
Monument Capital Management History No change 1,188 226 0.05% 0.06% 467 0 0.0% Q2 2026 Jul 22, 2026
Bull Harbor Capital LLC History New 1,180 225 0.04% — 469 +1,180 New Q2 2026 Aug 10, 2026
TruWealth Advisors, LLC History No change 1,178 225 0.01% 0.01% 468 0 0.0% Q1 2026 Apr 09, 2026
Claret Asset Management Corp History Reduced 1,174 224 0.02% 0.05% 470 -879 -42.82% Q2 2026 Jul 27, 2026
VIRTUS ADVISERS, LLC History Added to 1,170 223 0.09% 0.09% 471 +140 13.59% Q2 2026 Aug 11, 2026
Abel Hall, LLC History Reduced 1,161 221 0.04% 0.05% 472 -3 -0.26% Q2 2026 Jul 24, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 1,147 219 0.0% — 473 +1,147 New Q2 2026 Aug 07, 2026
Midwest Trust Co History Added to 1,139 217 0.0% 0.0% 474 +17 1.52% Q2 2026 Aug 04, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 1,110 215 0.02% 0.03% 475 0 0.0% Q2 2026 Jul 07, 2026
NewEdge Wealth, LLC History New 1,101 210 0.0% — 476 +1,101 New Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 1,096 209 0.0% 0.0% 478 +23 2.14% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 1,097 209 0.0% 0.01% 477 +12 1.11% Q2 2026 Jul 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 1,090 208 0.02% — 479 +1,090 New Q2 2026 Aug 06, 2026
SkyOak Wealth, LLC History Reduced 1,075 205 0.03% 0.04% 480 -115 -9.66% Q2 2026 Jul 30, 2026
Kure Advisory, LLC History New 1,071 204 0.1% — 481 +1,071 New Q2 2026 Jul 27, 2026
JAG CAPITAL MANAGEMENT, LLC History New 1,056 201 0.02% — 482 +1,056 New Q2 2026 Jul 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 1,050 200 0.01% 0.02% 483 -222 -17.45% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History Reduced 952 181 0.0% 0.0% 484 -3 -0.31% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 938 179 0.0% 0.0% 485 +38 4.22% Q2 2026 Jul 23, 2026
Bayforest Capital Ltd History New 927 176 0.16% — 486 +927 New Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 850 162 0.05% 0.05% 487 0 0.0% Q2 2026 Aug 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 833 159 0.01% 0.02% 488 -1,577 -65.44% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 830 158 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 13, 2026
First Command Advisory Services, Inc. History Reduced 800 152 0.0% 0.0% 490 -75 -8.57% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 754 143 0.0% 0.0% 491 -22 -2.84% Q2 2026 Aug 12, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 740 141 0.19% 0.22% 492 0 0.0% Q2 2026 Aug 05, 2026
STEPH & CO History Reduced 726 138 0.03% 0.04% 493 -82 -10.15% Q2 2026 Jul 16, 2026
NI ACQUISITIONS COMPANY, LLC History New 104 122 0.05% — 494 +104 New Q2 2026 Aug 05, 2026
Manchester Capital Management LLC History Added to 559 106 0.01% 0.02% 495 +1 0.18% Q2 2026 Aug 13, 2026
Strategic Investment Solutions, Inc. /IL History No change 540 103 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 08, 2026
Quarry LP History Reduced 538 102 0.01% 0.03% 497 -219 -28.93% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 530 101 0.05% 0.03% 498 +121 29.58% Q2 2026 Aug 10, 2026
Quantum Portfolio Management LLC History New 524 100 0.04% — 499 +524 New Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 521 99 0.0% 0.0% 500 -29 -5.27% Q2 2026 Jul 17, 2026
HM PAYSON & CO History No change 500 95 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 17, 2026
PETERSON WEALTH MANAGEMENT History No change 500 95 0.04% 0.06% 502 0 0.0% Q2 2026 Jul 30, 2026
DekaBank Deutsche Girozentrale History No change 488 92 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History Reduced 462 88 0.01% 0.01% 504 -99 -17.65% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History Added to 461 88 0.01% 0.01% 505 +1 0.22% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 437 83 0.01% 0.0% 506 +243 125.26% Q2 2026 Jul 02, 2026
State of Wyoming History Reduced 421 80 0.01% 0.03% 507 -843 -66.69% Q2 2026 Aug 06, 2026
Investors Research Corp History No change 400 76 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 10, 2026
BESSEMER GROUP INC History Added to 392 75 0.0% 0.0% 509 +61 18.43% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History Added to 388 74 0.0% 0.0% 510 +85 28.05% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 378 72 0.0% 0.01% 511 -13,284 -97.23% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History Added to 372 71 0.01% 0.01% 513 +92 32.86% Q2 2026 Aug 11, 2026
Caitlin John, LLC History Reduced 376 71 0.04% 0.04% 512 -11 -2.84% Q2 2026 Aug 17, 2026
Eukles Asset Management History No change 340 64 0.03% 0.03% 514 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History Added to 312 59 0.01% 0.01% 515 +34 12.23% Q2 2026 Jul 20, 2026
True Wealth Design, LLC History Added to 304 58 0.01% 0.01% 516 +46 17.83% Q2 2026 Jul 16, 2026
Indiana Trust & Investment Management Co History No change 300 57 0.02% 0.02% 517 0 0.0% Q2 2026 Jul 22, 2026
Towne Trust Company, N.A History No change 280 53 0.02% 0.02% 518 0 0.0% Q2 2026 Jul 30, 2026
Measured Wealth Private Client Group, LLC History No change 281 53 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 10, 2026
Salomon & Ludwin, LLC History No change 250 48 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History New 239 45 0.0% — 521 +239 New Q2 2026 Aug 06, 2026
Benson Wealth Management INC History Added to 230 43 0.04% 0.04% 523 +71 44.65% Q2 2026 Aug 10, 2026
Parkside Financial Bank & Trust History No change 228 43 0.0% 0.0% 522 0 0.0% Q2 2026 Sep 04, 2026
Geneos Wealth Management Inc. History No change 225 42 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 06, 2026
ST GERMAIN D J CO INC History No change 210 40 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 212 40 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 200 38 0.02% 0.02% 527 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 189 36 0.0% 0.0% 528 -866 -82.09% Q2 2026 Aug 12, 2026
Covestor Ltd History Reduced 174 34 0.02% 0.08% 530 -394 -69.37% Q2 2026 Aug 07, 2026
NFSG Corp History Reduced 180 34 0.0% 0.01% 529 -50 -21.74% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 183 34 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 24, 2026
Community Bank, N.A. History No change 176 33 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 160 30 0.01% 0.01% 533 -29 -15.34% Q2 2026 Jul 17, 2026
Silver Grove Financial Group, Inc. History New 143 27 0.01% — 534 +143 New Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History Reduced 131 25 0.07% 0.0% 536 -32 -19.63% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 134 25 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 130 24 0.0% 0.0% 537 +1 0.78% Q2 2026 Aug 07, 2026
Spectrum Wealth Advisory Group, LLC History New 122 23 0.01% — 538 +122 New Q2 2026 Aug 06, 2026
Spire Wealth Management History Reduced 120 22 0.0% 0.0% 541 -150 -55.56% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History New 120 22 0.0% — 542 +120 New Q2 2026 Aug 13, 2026
Bangor Savings Bank History No change 120 22 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 120 22 0.0% 0.0% 540 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History New 113 21 0.0% — 545 +113 New Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History Reduced 110 21 0.0% 0.0% 543 -6 -5.17% Q2 2026 Jul 20, 2026
Basecamp Wealth Advisors LLC History No change 112 21 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
SALEM INVESTMENT COUNSELORS INC History No change 100 19 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 96 18 0.0% 0.0% 547 +10 11.63% Q2 2026 Jul 28, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 97 18 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 09, 2026
Owl Creek Wealth Partners LLC History No change 95 18 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 20, 2026
Eurizon Capital SGR S.p.A. History Reduced 89 17 0.0% 0.0% 552 -1,400 -94.02% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History Reduced 92 17 0.0% 0.0% 551 -4 -4.17% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History Added to 91 17 0.0% 0.0% 550 +2 2.25% Q2 2026 Jul 10, 2026
CX Institutional History New 84 16 0.0% — 553 +84 New Q2 2026 Jul 01, 2026
LRI Investments, LLC History Reduced 80 15 0.0% 0.0% 554 -70 -46.67% Q2 2026 Jul 14, 2026
Anchor Investment Management, LLC History No change 75 14 0.0% 0.0% 555 0 0.0% Q2 2026 Sep 15, 2026
Clearstead Trust, LLC History No change 77 14 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 70 13 0.0% 0.0% 557 -160 -69.57% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 72 13 0.0% 0.0% 558 +2 2.86% Q2 2026 Aug 04, 2026
Private Wealth Management Group, LLC History No change 70 13 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 27, 2026
Coston, McIsaac & Partners History No change 67 12 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History New 60 11 0.0% — 563 +60 New Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 60 11 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 07, 2026
ENTRUST FINANCIAL LLC History No change 60 11 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 20, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 57 10 0.0% 0.0% 564 +15 35.71% Q2 2026 Jul 15, 2026
Montgomery Financial Services LLC History New 50 9 0.01% — 568 +50 New Q2 2026 Aug 12, 2026
SHP Wealth Management History Added to 52 9 0.0% 0.0% 565 +1 1.96% Q2 2026 Aug 11, 2026
Bradley & Co. Private Wealth Management, LLC History No change 50 9 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 10, 2026
Bell Investment Advisors, Inc History No change 50 9 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 06, 2026
Rakuten Securities, Inc. History Reduced 44 8 0.0% 0.01% 571 -96 -68.57% Q2 2026 Aug 11, 2026
Wealth Enhancement Trust Services, Inc. History New 44 8 0.0% — 572 +44 New Q2 2026 Jul 22, 2026
SJS Investment Consulting Inc. History Added to 45 8 0.0% 0.0% 570 +20 80.0% Q2 2026 Jul 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 46 8 0.0% 0.0% 569 -4 -8.0% Q2 2026 Jul 20, 2026
Greykasell Wealth Strategies, Inc. History No change 40 7 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
VSM Wealth Advisory, LLC History No change 40 7 0.0% 0.0% 574 0 0.0% Q2 2026 Jul 22, 2026
Kilter Group LLC History No change 40 7 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 35 6 0.0% 0.0% 576 +16 84.21% Q2 2026 Jul 07, 2026
Bare Financial Services, Inc History Reduced 30 5 0.0% 0.0% 578 -3 -9.09% Q2 2026 Jul 27, 2026
WealthCollab, LLC History Reduced 31 5 0.0% 0.0% 580 -2 -6.06% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History Added to 28 5 0.0% 0.0% 581 +1 3.7% Q2 2026 Aug 04, 2026
Solstein Capital, LLC History No change 30 5 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 12, 2026
Tidemark, LLC History No change 30 5 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History Added to 17 3 0.0% — 583 +12 240.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 18 3 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 23, 2026
Strive Financial Group ,LLC History No change 20 3 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 14 2 0.0% 0.0% 585 -118 -89.39% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History New 14 2 0.0% — 590 +14 New Q2 2026 Jul 27, 2026
Fulcrum Asset Management LLP History New 14 2 0.0% — 591 +14 New Q2 2026 Aug 18, 2026
William B. Walkup & Associates, Inc. History New 14 2 0.0% — 593 +14 New Q2 2026 Jul 30, 2026
Creative Capital Management Investments LLC History New 13 2 0.0% — 592 +13 New Q2 2026 Jul 24, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 13 2 0.0% 0.0% 586 +7 116.67% Q2 2026 Jul 31, 2026
Vermillion Wealth Management, Inc. History Reduced 13 2 0.0% 0.0% 588 -6 -31.58% Q2 2026 Jul 15, 2026
Bay Harbor Wealth Management, LLC History Added to 15 2 0.0% 0.0% 589 +1 7.14% Q2 2026 Jul 28, 2026
Marquette Asset Management, LLC History No change 12 2 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 09, 2026
MidFirst Bank History Reduced 8 1 0.0% 0.0% 604 -40 -83.33% Q2 2026 Aug 07, 2026
MEEDER ASSET MANAGEMENT INC History New 10 1 0.0% — 606 +10 New Q2 2026 Aug 07, 2026
Archer Investment Corp History New 10 1 0.0% — 608 +10 New Q2 2026 Aug 03, 2026
Optiver Holding B.V. History New 7 1 0.0% — 609 +7 New Q2 2026 Aug 12, 2026
TOTH FINANCIAL ADVISORY CORP History New 6 1 0.0% — 607 +6 New Q2 2026 Jul 14, 2026
HFM Investment Advisors, LLC History Added to 10 1 0.0% — 603 +5 100.0% Q2 2026 Aug 04, 2026
Bogart Wealth, LLC History Added to 10 1 0.0% 0.0% 596 +4 66.67% Q2 2026 Jul 24, 2026
Stone House Investment Management, LLC History Added to 8 1 0.0% — 595 +3 60.0% Q2 2026 Aug 05, 2026
Sachetta, LLC History Added to 6 1 0.0% — 601 +2 50.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History Reduced 7 1 0.0% 0.0% 602 -1 -12.5% Q2 2026 Aug 11, 2026
North Star Investment Management Corp. History No change 8 1 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 28, 2026
Cromwell Holdings LLC History No change 10 1 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 13, 2026
Raleigh Capital Management Inc. History No change 7 1 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 21, 2026
Strengthening Families & Communities, LLC History No change 10 1 0.0% 0.0% 599 0 0.0% Q2 2026 Aug 11, 2026
DiNuzzo Private Wealth, Inc. History No change 10 1 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 10, 2026
Hilton Head Capital Partners, LLC History No change 10 1 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 27, 2026
PEAK6 LLC History Closed out 0 0 — 0.03% — -62,100 -100.0% Q2 2026 Aug 12, 2026
OP Asset Management Ltd History Closed out 0 0 — 0.07% — -28,044 -100.0% Q2 2026 Jul 28, 2026
Family Manage LLC History Closed out 0 0 — 0.41% — -17,879 -100.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History Closed out 0 0 — 0.08% — -9,829 -100.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -8,385 -100.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.01% — -7,690 -100.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 — 0.09% — -7,637 -100.0% Q2 2026 Aug 06, 2026
Entropy Technologies, LP History Closed out 0 0 — 0.05% — -6,060 -100.0% Q2 2026 Aug 13, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Closed out 0 0 — 0.02% — -2,711 -100.0% Q2 2026 Aug 07, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.07% — -2,232 -100.0% Q2 2026 Aug 04, 2026
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -2,222 -100.0% Q2 2026 Aug 13, 2026
FORA Capital, LLC History Closed out 0 0 — 0.03% — -2,038 -100.0% Q2 2026 Aug 13, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Closed out 0 0 — 0.13% — -2,000 -100.0% Q2 2026 Jul 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,961 -100.0% Q2 2026 Aug 17, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.02% — -1,513 -100.0% Q2 2026 Aug 04, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.03% — -1,501 -100.0% Q2 2026 Aug 14, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.1% — -1,366 -100.0% Q2 2026 Jul 30, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.02% — -1,273 -100.0% Q2 2026 Jul 31, 2026
TUCKER ASSET MANAGEMENT LLC History Closed out 0 0 — 0.07% — -1,219 -100.0% Q2 2026 Aug 27, 2026
Outlook Wealth Advisors, LLC History Closed out 0 0 — 0.05% — -1,140 -100.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History Closed out 0 0 — 0.0% — -1,123 -100.0% Q2 2026 Jul 22, 2026
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 — 0.02% — -1,099 -100.0% Q2 2026 Aug 14, 2026
jvl associates llc History Closed out 0 0 — 0.07% — -1,094 -100.0% Q2 2026 Jul 06, 2026
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.02% — -1,078 -100.0% Q2 2026 Aug 07, 2026
YARGER WEALTH STRATEGIES, LLC History Closed out 0 0 — 0.08% — -1,076 -100.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History Closed out 0 0 — 0.0% — -997 -100.0% Q2 2026 Aug 13, 2026
Union Bancaire Privee, UBP SA History Closed out 0 0 — 0.0% — -700 -100.0% Q2 2026 Jul 16, 2026
Compagnie Lombard Odier SCmA History Closed out 0 0 — 0.0% — -602 -100.0% Q2 2026 Jul 29, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.08% — -485 -100.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -306 -100.0% Q2 2026 Jul 29, 2026
BALLAST ADVISORS LLC History Closed out 0 0 — 0.01% — -200 -100.0% Q2 2026 Aug 12, 2026
V-Square Quantitative Management LLC History Closed out 0 0 — 0.0% — -159 -100.0% Q2 2026 Jul 27, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -101 -100.0% Q2 2026 Jul 20, 2026
Westend Capital Management, LLC History Closed out 0 0 — 0.0% — -60 -100.0% Q2 2026 Aug 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -59 -100.0% Q2 2026 Aug 13, 2026
Silicon Valley Capital Partners History Closed out 0 0 — 0.0% — -54 -100.0% Q2 2026 Sep 21, 2026
WOLFF WIESE MAGANA LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q2 2026 Jul 13, 2026
Scarborough Advisors, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q2 2026 Jul 21, 2026
Advisors Asset Management, Inc. History Closed out 0 0 — 0.0% — -28 -100.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History Closed out 0 0 — 0.0% — -25 -100.0% Q2 2026 Aug 10, 2026
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.0% — -23 -100.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q2 2026 Aug 05, 2026
Intentional Wealth Strategies, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q2 2026 Jul 28, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History Reduced 4 0 — 0.0% — -4 -50.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History New 3 0 — — — +3 New Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History New 3 0 — — — +3 New Q2 2026 Jul 20, 2026
Hughes Financial Services, LLC History Added to 5 0 — — — +2 66.67% Q2 2026 Jul 20, 2026
USA FINANCIAL FORMULAS History New 2 0 — — — +2 New Q2 2026 Aug 04, 2026
DecisionPoint Financial, LLC History New 2 0 — — — +2 New Q2 2026 Aug 05, 2026
Navigoe, LLC History New 2 0 — — — +2 New Q2 2026 Jul 31, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -2 -100.0% Q2 2026 Aug 07, 2026
Investors Portfolio Services LLC History Reduced 2 0 — — — -1 -33.33% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History New 1 0 — — — +1 New Q2 2026 Jul 23, 2026
MARYLAND CAPITAL ADVISORS INC. History New 1 0 — — — +1 New Q2 2026 Jul 17, 2026
Leonteq Securities AG History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
USA FINANCIAL FORMULAS History No change 2 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
Truvestments Capital LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Principia Wealth Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Mountain Hill Investment Partners Corp. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Key Capital Management, INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Signature Equity Partners, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 30, 2026