COLUMBIA BANKING SYSTEM, INC. - COLB

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 27,470,920 880,442 0.01% 0.01% 1 +405,919 1.5% Q2 2026 Aug 07, 2026
T. Rowe Price Investment Management, Inc. History Reduced 15,633,948 501,069 0.33% 0.3% 2 -281,577 -1.77% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 13,906,292 445,698 0.08% 0.08% 3 +356,689 2.63% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 13,678,183 438,385 0.02% 0.02% 4 -661,533 -4.61% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 13,072,525 418,974 0.01% 0.01% 5 -152,100 -1.15% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 12,694,096 406,840 0.01% 0.01% 6 +217,936 1.75% Q2 2026 Sep 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 11,686,430 374,550 0.06% 0.08% 7 -3,257,845 -21.8% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 11,025,378 353,363 0.05% 0.04% 8 +585,587 5.61% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 9,879,006 316,623 0.03% 0.03% 9 +905,586 10.09% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 7,903,579 253,309 0.11% 0.14% 10 -1,832,490 -18.82% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History Reduced 6,101,719 195,560 0.04% 0.04% 11 -85,428 -1.38% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 5,958,440 192,983 0.06% 0.06% 12 -65,934 -1.09% Q2 2026 Aug 03, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 5,795,510 185,788 0.01% 0.01% 13 -69,372 -1.18% Q2 2026 Aug 12, 2026
HoldCo Asset Management, LP History No change 5,722,786 183,415 11.77% 11.68% 14 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 4,686,223 150,193 0.01% 0.02% 15 +589,203 14.38% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 4,005,647 128,381 0.84% 0.82% 16 -141,782 -3.42% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 3,816,175 122,308 0.01% 0.01% 17 -1,086,006 -22.15% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 3,807,940 122,045 0.18% 0.18% 18 -93,405 -2.39% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 3,771,212 120,867 0.02% 0.04% 19 -3,640,551 -49.12% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History Added to 3,176,857 101,818 0.1% 0.04% 20 +2,042,060 179.95% Q2 2026 Aug 13, 2026
Epoch Investment Partners, Inc. History Added to 3,143,704 100,755 0.57% 0.42% 21 +612,425 24.19% Q2 2026 Aug 13, 2026
NORGES BANK History New 2,966,686 95,082 0.01% — 22 +2,966,686 New Q2 2026 Aug 12, 2026
UBS Group AG History Reduced 2,636,227 84,491 0.01% 0.01% 23 -889,335 -25.23% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Reduced 2,611,337 83,693 0.01% 0.01% 24 -3,730 -0.14% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Added to 2,571,314 82,410 0.01% 0.0% 25 +1,228,813 91.53% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History Added to 2,481,754 79,540 0.02% 0.02% 26 +159,790 6.88% Q2 2026 Aug 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 2,149,943 68,905 0.05% 0.05% 27 +78,028 3.77% Q2 2026 Sep 09, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 2,129,322 68,244 0.2% 0.18% 28 +96,103 4.73% Q2 2026 Aug 07, 2026
FIRST TRUST ADVISORS LP History Added to 1,978,842 63,421 0.04% 0.02% 29 +775,797 64.49% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 1,831,172 58,689 0.01% 0.01% 30 -6,306 -0.34% Q2 2026 Aug 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 1,713,172 54,907 0.49% 0.34% 31 +480,702 39.0% Q2 2026 Jul 16, 2026
COOKE & BIELER LP History Reduced 1,500,913 48,104 0.56% 0.67% 32 -651,661 -30.27% Q2 2026 Jul 29, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,407,290 45,103 0.0% 0.0% 33 -44,115 -3.04% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 1,323,768 42,426 0.05% 0.05% 34 +257,082 24.1% Q2 2026 Aug 13, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 1,289,296 41,321 0.82% 0.84% 35 -51,979 -3.88% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 1,171,343 37,541 0.04% 0.04% 36 -7,230 -0.61% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History Added to 1,111,048 35,954 0.0% 0.0% 37 +282,696 34.13% Q2 2026 Aug 12, 2026
Stieven Capital Advisors, L.P. History Reduced 1,071,732 34,349 6.56% 6.95% 38 -114,100 -9.62% Q2 2026 Aug 14, 2026
Azora Capital LP History New 1,028,488 32,963 1.39% — 39 +1,028,488 New Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,012,894 32,463 0.01% 0.01% 40 +219,911 27.73% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 980,784 31,434 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 913,570 29,279 0.04% 0.05% 42 -366,493 -28.63% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History New 897,711 28,771 0.01% — 43 +897,711 New Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 884,032 28,333 1.44% 1.52% 44 +158,640 21.87% Q2 2026 Jul 23, 2026
Leeward Investments, LLC - MA History Reduced 861,441 27,609 1.26% 1.19% 45 -18,991 -2.16% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 842,527 27,002 0.0% 0.0% 46 -33,500 -3.82% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Added to 841,641 26,974 0.0% 0.0% 47 +640,911 319.29% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History Added to 832,559 26,683 0.02% 0.01% 48 +354,792 74.26% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History Reduced 828,827 26,564 0.01% 0.01% 49 -24,775 -2.9% Q2 2026 Aug 14, 2026
Interval Partners, LP History Added to 782,925 25,092 0.65% 0.26% 50 +423,064 117.56% Q2 2026 Aug 14, 2026
SNYDER CAPITAL MANAGEMENT L P History Added to 768,126 24,618 0.43% 0.34% 51 +132,351 20.82% Q2 2026 Aug 13, 2026
Nuveen, LLC History Reduced 752,591 24,120 0.01% 0.01% 52 -63,908 -7.83% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History Reduced 751,314 24,079 0.02% 0.02% 53 -17,134 -2.23% Q2 2026 Aug 11, 2026
Rhino Investment Partners, Inc History Added to 748,420 23,986 7.26% 1.83% 54 +508,623 212.11% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 745,368 23,889 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 10, 2026
Jain Global LLC History Added to 741,638 23,769 0.09% 0.02% 56 +585,141 373.9% Q2 2026 Aug 14, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 712,060 22,821 0.27% 0.33% 57 -119,956 -14.42% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 696,988 22,338 0.01% 0.0% 58 +106,683 18.07% Q2 2026 Sep 23, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 657,256 21,065 0.01% 0.01% 59 -2,166 -0.33% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History Reduced 633,781 20,312 0.02% 0.02% 60 -84,004 -11.7% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History Reduced 631,221 20,230 0.55% 0.96% 61 -373,949 -37.2% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Added to 621,452 19,917 0.02% 0.01% 62 +33,096 5.63% Q2 2026 Aug 12, 2026
Boston Partners History Reduced 603,696 19,371 0.02% 0.03% 63 -488,348 -44.72% Q2 2026 Aug 04, 2026
Swiss National Bank History Reduced 581,893 18,649 0.01% 0.01% 64 -10,300 -1.74% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 577,525 18,509 0.02% 0.05% 65 -699,328 -54.77% Q2 2026 Jul 29, 2026
LONE PEAK GLOBAL INVESTORS LLC History Added to 569,183 18,242 2.51% 2.45% 66 +31,925 5.94% Q2 2026 Aug 10, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 496,928 15,921 0.01% 0.01% 67 -3,219 -0.64% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History Added to 486,054 15,579 0.0% 0.0% 68 +5,750 1.2% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 477,743 15,311 0.01% 0.01% 69 -48,580 -9.23% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 467,363 14,978 0.02% 0.02% 70 -11,915 -2.49% Q2 2026 Aug 06, 2026
Bridgewater Associates, LP History Added to 466,337 14,946 0.06% 0.05% 71 +66,404 16.6% Q2 2026 Aug 14, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 457,050 14,648 0.64% 0.9% 72 -532,645 -53.82% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History Added to 433,243 13,885 0.01% 0.01% 73 +714 0.17% Q2 2026 Aug 13, 2026
Aristotle Capital Boston, LLC History Reduced 420,721 13,484 0.9% 0.86% 74 -83,760 -16.6% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 417,635 13,385 0.03% 0.02% 75 +26,547 6.79% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 416,542 13,350 0.0% 0.0% 76 -98,620 -19.14% Q2 2026 Aug 14, 2026
Ceredex Value Advisors LLC History Reduced 413,000 13,236 0.37% 0.45% 77 -103,800 -20.09% Q2 2026 Aug 11, 2026
Legal & General Group Plc History Added to 407,151 13,049 0.0% 0.0% 78 +16,358 4.19% Q2 2026 Aug 14, 2026
MALTESE CAPITAL MANAGEMENT LLC History Added to 387,000 12,403 2.26% 1.85% 79 +44,900 13.12% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History Added to 385,139 12,343 0.01% 0.01% 80 +97,645 33.96% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History Added to 384,600 12,326 0.02% 0.01% 81 +155,600 67.95% Q2 2026 Aug 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 384,544 12,324 0.02% 0.01% 82 +243,146 171.96% Q2 2026 Aug 13, 2026
BW Gestao de Investimentos Ltda. History Reduced 379,933 12,176 0.24% 0.36% 83 -20,067 -5.02% Q2 2026 Aug 14, 2026
Phocas Financial Corp. History Reduced 353,629 11,333 1.57% 1.6% 84 -18,834 -5.06% Q2 2026 Jul 30, 2026
XTX Topco Ltd History Added to 350,389 11,229 0.15% 0.02% 85 +308,605 738.57% Q2 2026 Aug 14, 2026
Carlson Capital, L.P. History Added to 347,529 11,138 2.25% 0.57% 86 +281,020 422.53% Q2 2026 Aug 12, 2026
Channing Capital Management, LLC History Reduced 344,762 11,049 0.25% 2.27% 87 -2,880,585 -89.31% Q2 2026 Jul 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 392,715 10,772 0.0% 0.0% 88 -15,980 -3.91% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 335,847 10,763 0.01% 0.01% 89 -23,296 -6.49% Q2 2026 Aug 24, 2026
Creative Planning History Added to 333,801 10,698 0.01% 0.0% 90 +67,603 25.4% Q2 2026 Aug 13, 2026
Gilman Hill Asset Management, LLC History Added to 324,479 10,399 1.42% 1.32% 91 +4,637 1.45% Q2 2026 Jul 09, 2026
IEQ CAPITAL, LLC History Reduced 320,277 10,264 0.05% 0.06% 92 -116,855 -26.73% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History Reduced 312,065 10,001 0.05% 0.05% 93 -16,285 -4.96% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 311,926 9,997 0.02% 0.02% 94 +1,924 0.62% Q2 2026 Jul 23, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 311,681 9,989 0.32% 0.28% 95 +23,622 8.2% Q2 2026 Jul 16, 2026
GABELLI FUNDS LLC History Added to 310,018 9,936 0.06% 0.05% 96 +22,612 7.87% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History Reduced 308,212 9,878 0.07% 0.11% 97 -160,262 -34.21% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 303,329 9,721 0.18% 0.03% 98 +276,711 1039.56% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 299,414 9,596 0.03% 0.03% 99 -62,756 -17.33% Q2 2026 Jul 28, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 278,682 8,931 0.01% 0.01% 100 +12,331 4.63% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 262,365 8,408 0.0% 0.0% 101 -543,286 -67.43% Q2 2026 Aug 14, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 261,163 8,370 1.5% 1.62% 102 -66,187 -20.22% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 241,911 7,753 0.01% 0.02% 103 +35,156 17.0% Q2 2026 Jul 22, 2026
ALGEBRIS (UK) LTD History Reduced 234,605 7,495 0.49% 1.72% 104 -632,067 -72.93% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 232,377 7,417 0.0% 0.01% 105 -580,449 -71.41% Q2 2026 Aug 14, 2026
Walleye Capital LLC History Added to 227,955 7,305 0.03% 0.0% 106 +207,524 1015.73% Q2 2026 Aug 03, 2026
Hunter Perkins Capital Management, LLC History Added to 227,116 7,279 1.63% 1.46% 107 +267 0.12% Q2 2026 Jul 16, 2026
TUDOR INVESTMENT CORP ET AL History New 224,635 7,199 0.01% — 108 +224,635 New Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 210,784 6,755 0.0% 0.0% 109 +4,638 2.25% Q2 2026 Aug 14, 2026
Allworth Financial LP History Reduced 204,688 6,560 0.03% 0.02% 110 -3,427 -1.65% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History Added to 201,911 6,471 0.01% 0.01% 111 +2,498 1.25% Q2 2026 Aug 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 190,907 6,118 0.2% 0.21% 112 -16,243 -7.84% Q2 2026 Jul 17, 2026
Cinctive Capital Management LP History Reduced 187,975 6,024 0.22% 0.42% 113 -44,452 -19.13% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 180,959 5,796 0.01% 0.01% 114 -6,592 -3.51% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 179,591 5,755 0.0% 0.0% 115 -38,863 -17.79% Q2 2026 Aug 03, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 178,705 5,727 0.26% 0.27% 116 -4,460 -2.43% Q2 2026 Jul 21, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 170,074 5,450 0.1% 0.1% 117 -2,738 -1.58% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 166,527 5,337 0.0% 0.0% 118 +14,019 9.19% Q2 2026 Aug 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 157,722 5,054 0.07% — 119 +157,722 New Q2 2026 Jul 14, 2026
Siena Capital Partners GP, LLC History No change 156,302 5,009 1.21% 1.11% 120 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 155,224 4,974 0.0% 0.0% 121 +79,372 104.64% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History New 155,059 4,969 0.26% — 122 +155,059 New Q2 2026 Aug 03, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 154,182 4,941 0.0% 0.0% 123 -568 -0.37% Q2 2026 Aug 07, 2026
Capital Advisors Wealth Management, LLC History Added to 153,275 4,912 0.58% 0.52% 124 +10,980 7.72% Q2 2026 Jul 23, 2026
Vanguard Global Advisers, LLC History Reduced 150,829 4,834 0.0% 0.0% 125 -10,910 -6.75% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 149,844 4,802 0.01% 0.01% 126 -5,370 -3.46% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 149,708 4,798 0.09% 0.08% 127 +10,799 7.77% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 145,884 4,675 0.01% 0.01% 128 +7,564 5.47% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 145,628 4,667 0.08% 0.08% 129 -7,321 -4.79% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 144,611 4,635 0.01% 0.01% 130 +3,211 2.27% Q2 2026 Aug 14, 2026
Expect Equity LLC History No change 143,065 4,585 2.95% 3.05% 131 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 139,361 4,466 0.02% 0.02% 132 -5,917 -4.07% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 132,691 4,252 0.03% 0.03% 133 +4,813 3.76% Q2 2026 Jul 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 132,244 4,238 0.06% 0.1% 134 -157,847 -54.41% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 128,078 4,105 0.03% 0.03% 135 -6,115 -4.56% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History New 124,301 3,984 0.0% — 136 +124,301 New Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History Reduced 122,784 3,935 0.01% 0.01% 137 -2,420 -1.93% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History Added to 122,399 3,923 0.01% 0.01% 138 +27,100 28.44% Q2 2026 Jul 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 121,145 3,882 0.03% 0.01% 139 +92,900 328.91% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 119,671 3,835 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History Added to 116,681 3,750 0.0% 0.0% 141 +103,714 799.83% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History Reduced 116,655 3,738 0.01% 0.02% 142 -58,291 -33.32% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 133,901 3,673 0.0% 0.0% 143 0 0.0% Q1 2026 May 18, 2026
Dana Investment Advisors, Inc. History Reduced 113,985 3,653 0.1% 0.09% 144 -1,890 -1.63% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 113,389 3,634 0.05% 0.05% 145 -4,117 -3.5% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History Reduced 112,311 3,599 0.01% 0.01% 146 -2,022 -1.77% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History Reduced 111,060 3,559 0.01% 0.01% 147 -17,599 -13.68% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History Added to 107,903 3,467 0.24% 0.23% 148 +5,739 5.62% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 107,456 3,443 0.03% 0.04% 149 -5,757 -5.09% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History Reduced 107,289 3,438 0.0% 0.0% 150 -2,405 -2.19% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History Added to 105,783 3,390 0.0% 0.0% 151 +2,800 2.72% Q2 2026 Aug 06, 2026
Bayview Asset Management, LLC History Reduced 105,000 3,365 0.68% 1.18% 152 -6,586 -5.9% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History Added to 104,786 3,358 0.02% 0.01% 153 +22,604 27.5% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History Reduced 104,425 3,346 0.02% 0.03% 154 -102,480 -49.53% Q2 2026 Jul 24, 2026
Sippican Capital Advisors History Reduced 103,527 3,318 2.02% 1.98% 155 -2,225 -2.1% Q2 2026 Jul 22, 2026
Amundi History Added to 102,500 3,285 0.0% 0.0% 156 +35,365 52.68% Q2 2026 Aug 11, 2026
Summit Trail Advisors, LLC History Added to 100,970 3,236 0.04% 0.04% 157 +7,782 8.35% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History New 98,243 3,148 0.11% — 158 +98,243 New Q2 2026 Aug 14, 2026
HENNESSY ADVISORS INC History Reduced 96,000 3,076 0.1% 0.1% 159 -9,000 -8.57% Q2 2026 Jul 16, 2026
Clean Yield Group History Added to 95,046 3,046 0.76% 0.71% 160 +2,581 2.79% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History Reduced 92,519 2,965 0.01% 0.01% 161 -1,652 -1.75% Q2 2026 Aug 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 91,570 2,935 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS History New 86,696 2,778 0.01% — 163 +86,696 New Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 85,691 2,746 0.01% 0.01% 164 -3,169 -3.57% Q2 2026 Aug 17, 2026
GENERAL AMERICAN INVESTORS CO INC History Reduced 85,556 2,742 0.16% 0.24% 165 -50,000 -36.89% Q2 2026 Jul 31, 2026
GLENMEDE TRUST CO NA History Added to 84,998 2,724 0.01% 0.01% 166 +4,605 5.73% Q2 2026 Aug 10, 2026
GW&K Investment Management, LLC History Reduced 84,723 2,715 0.02% 0.02% 167 -759 -0.89% Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History Reduced 84,700 2,714 0.04% 0.04% 168 -1,000 -1.17% Q2 2026 Jul 21, 2026
Squarepoint Ops LLC History New 84,374 2,704 0.0% — 169 +84,374 New Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 83,599 2,679 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 04, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 82,990 2,659 0.01% 0.01% 171 -13,670 -14.14% Q2 2026 Aug 10, 2026
ARGA Investment Management, LP History Added to 82,893 2,656 0.07% 0.07% 172 +103 0.12% Q2 2026 Jul 31, 2026
SIT INVESTMENT ASSOCIATES INC History Added to 80,320 2,574 0.05% 0.04% 173 +2,270 2.91% Q2 2026 Aug 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 80,159 2,569 0.03% 0.03% 174 -6,123 -7.1% Q2 2026 Jul 16, 2026
Arizona State Retirement System History Reduced 80,018 2,564 0.01% 0.01% 175 -2,143 -2.61% Q2 2026 Aug 07, 2026
Linden Thomas Advisory Services, LLC History Reduced 78,775 2,524 0.2% 0.33% 176 -45,507 -36.62% Q2 2026 Jul 16, 2026
ExodusPoint Capital Management, LP History New 78,269 2,508 0.02% — 177 +78,269 New Q2 2026 Aug 14, 2026
Range Financial Group LLC History Added to 77,622 2,487 0.68% 0.7% 178 +1,572 2.07% Q2 2026 Jul 15, 2026
Vident Advisory, LLC History Added to 77,029 2,468 0.02% 0.0% 179 +62,320 423.69% Q2 2026 Aug 12, 2026
Access Investment Management LLC History Added to 76,554 2,453 0.63% 0.55% 180 +764 1.01% Q2 2026 Aug 03, 2026
Vanguard Investments Australia, Ltd. History No change 76,296 2,445 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Added to 75,161 2,409 0.0% 0.0% 182 +8,434 12.64% Q2 2026 Aug 07, 2026
New Age Alpha Advisors, LLC History New 73,747 2,363 0.1% — 183 +73,747 New Q2 2026 Aug 13, 2026
Elizabeth Park Capital Advisors, Ltd. History Reduced 72,400 2,320 1.6% 2.1% 184 -27,000 -27.16% Q2 2026 Aug 13, 2026
Ausbil Investment Management Ltd History Added to 68,483 2,226 1.01% 0.61% 185 +24,482 55.64% Q2 2026 Jul 09, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 69,305 2,221 0.01% 0.01% 186 -4,714 -6.37% Q2 2026 Jul 17, 2026
PMC FIG Opportunities LLC History Reduced 68,263 2,187 3.49% 4.97% 188 -49,616 -42.09% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Reduced 68,259 2,187 0.0% 0.0% 187 -4,086 -5.65% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 67,741 2,171 0.01% 0.01% 189 -3,300 -4.65% Q2 2026 Jul 30, 2026
FIFTH THIRD BANCORP History Reduced 67,429 2,161 0.0% 0.0% 190 -8,040 -10.65% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 66,650 2,142 0.0% 0.0% 191 +5,920 9.75% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 65,836 2,110 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
Vistica Wealth Advisors, LLC History Added to 65,625 2,103 1.82% 1.79% 193 +86 0.13% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 65,119 2,087 0.02% 0.03% 194 -1,065 -1.61% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History Added to 64,751 2,075 0.01% 0.01% 195 +263 0.41% Q2 2026 Aug 11, 2026
Vest Financial, LLC History New 63,367 2,030 0.02% — 196 +63,367 New Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History Reduced 62,697 2,009 0.07% 0.07% 197 -3,247 -4.92% Q2 2026 Jul 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 61,862 1,982 0.0% 0.0% 198 -5,489 -8.15% Q2 2026 Aug 19, 2026
Cerity Partners LLC History Reduced 60,938 1,953 0.0% 0.0% 199 -19,519 -24.26% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 60,914 1,952 0.05% 0.05% 200 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 60,661 1,944 0.02% 0.02% 201 -262 -0.43% Q2 2026 Aug 11, 2026
Man Group plc History Reduced 60,597 1,942 0.0% 0.0% 202 -35,526 -36.96% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 59,788 1,916 0.02% 0.02% 203 -800 -1.32% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 58,981 1,890 0.0% 0.0% 204 +26,846 83.54% Q2 2026 Aug 13, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 56,324 1,805 0.03% 0.04% 205 -48,341 -46.19% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Added to 56,116 1,798 0.0% 0.0% 206 +12,643 29.08% Q2 2026 Aug 27, 2026
PARK CIRCLE Co History No change 54,400 1,743 1.49% 1.38% 207 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History Reduced 53,277 1,707 0.05% 0.05% 208 -1,146 -2.11% Q2 2026 Aug 13, 2026
Mengis Capital Management, Inc. History Added to 52,115 1,670 0.25% 0.24% 209 +478 0.93% Q2 2026 Jul 28, 2026
Neuberger Berman Group LLC History Added to 52,028 1,667 0.0% 0.0% 210 +8,762 20.25% Q2 2026 Aug 13, 2026
Petiole USA ltd History Reduced 51,752 1,658 1.19% 1.48% 211 -25,338 -32.87% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 51,595 1,653 0.01% 0.02% 212 -19,247 -27.17% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History New 51,497 1,650 0.03% — 213 +51,497 New Q2 2026 Jul 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 50,692 1,624 0.01% 0.01% 214 +2,665 5.55% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 50,249 1,610 0.0% 0.0% 215 -11,520 -18.65% Q2 2026 Jul 15, 2026
&PARTNERS History Added to 49,666 1,591 0.01% 0.01% 216 +951 1.95% Q2 2026 Aug 14, 2026
Rosenthal | Henry Capital Advisors, Inc. History New 46,806 1,500 1.31% — 217 +46,806 New Q2 2026 Jul 28, 2026
Caprock Group, LLC History Reduced 46,623 1,494 0.03% 0.03% 218 -5,588 -10.7% Q2 2026 Jul 27, 2026
Quad-Cities Investment Group, LLC History Added to 45,802 1,467 0.53% 0.5% 219 +331 0.73% Q2 2026 Jul 07, 2026
State of Alaska, Department of Revenue History Reduced 44,317 1,419 0.01% 0.01% 220 -1,770 -3.84% Q2 2026 Jul 20, 2026
Pacer Advisors, Inc. History Added to 43,016 1,379 0.0% 0.0% 221 +8,579 24.91% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Reduced 42,927 1,375 0.0% 0.0% 222 -6,195 -12.61% Q2 2026 Jul 30, 2026
Callan Family Office, LLC History Reduced 42,552 1,363 0.03% 0.03% 223 -2,246 -5.01% Q2 2026 Aug 11, 2026
Focus Partners Wealth History Added to 41,554 1,331 0.0% 0.0% 224 +2,907 7.52% Q2 2026 Aug 12, 2026
M&T BANK CORP History Added to 41,404 1,327 0.0% 0.0% 225 +1,875 4.74% Q2 2026 Aug 04, 2026
CWM, LLC History No change 47,610 1,305 0.0% 0.0% 226 0 0.0% Q1 2026 May 14, 2026
Brooklyn Investment Group History No change 47,128 1,292 0.04% 0.04% 227 0 0.0% Q1 2026 Apr 29, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 39,317 1,260 0.03% 0.03% 228 -474 -1.19% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 39,016 1,250 0.0% 0.0% 229 -9,653 -19.83% Q2 2026 Aug 13, 2026
Mork Capital Management, LLC History No change 38,940 1,248 0.8% 0.76% 230 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History Reduced 38,615 1,237 0.0% 0.0% 231 -2,651 -6.42% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Reduced 38,238 1,225 0.02% 0.02% 232 -1,827 -4.56% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 36,630 1,173 0.0% 0.0% 233 -4,787 -11.56% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 35,094 1,124 0.0% 0.0% 234 +1,739 5.21% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 34,762 1,114 0.0% 0.04% 235 -177,816 -83.65% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 34,631 1,109 0.01% 0.01% 236 -978 -2.75% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History Added to 34,300 1,099 0.0% 0.0% 237 +23,900 229.81% Q2 2026 Aug 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 33,713 1,080 0.0% 0.0% 238 +90 0.27% Q2 2026 Aug 07, 2026
Mariner, LLC History Added to 33,671 1,079 0.0% 0.0% 239 +14,544 76.04% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History Reduced 32,554 1,043 0.01% 0.01% 240 -70 -0.21% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 32,521 1,042 0.0% 0.0% 241 +2,826 9.52% Q2 2026 Aug 07, 2026
Entropy Technologies, LP History New 32,439 1,039 0.04% — 242 +32,439 New Q2 2026 Aug 13, 2026
SITTNER & NELSON, LLC History Reduced 32,346 1,036 0.33% 0.33% 243 -717 -2.17% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History Reduced 32,030 1,026 0.0% 0.0% 244 -12,449 -27.99% Q2 2026 Aug 05, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 31,968 1,024 0.31% 0.3% 245 -496 -1.53% Q2 2026 Aug 10, 2026
MILLINGTON SECURITIES, LLC History No change 36,051 988 0.27% 0.27% 246 0 0.0% Q1 2026 Jul 15, 2026
SummerHaven Investment Management, LLC History No change 30,013 961 0.52% 0.51% 247 0 0.0% Q2 2026 Jul 21, 2026
FMR LLC History Reduced 29,623 949 0.0% 0.0% 248 -4,334 -12.76% Q2 2026 Aug 13, 2026
WBI INVESTMENTS, LLC History Reduced 29,466 944 0.23% 0.27% 249 -6,585 -18.27% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 29,202 935 0.0% 0.0% 250 -1,465 -4.78% Q2 2026 Jul 29, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 27,893 893 0.03% 0.03% 252 -413 -1.46% Q2 2026 Jul 08, 2026
Hexagon Capital Partners LLC History Added to 27,887 893 0.13% 0.11% 251 +238 0.86% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History Added to 27,384 877 0.02% 0.01% 253 +17,646 181.21% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History New 27,287 874 0.0% — 255 +27,287 New Q2 2026 Aug 13, 2026
South Dakota Investment Council History Reduced 27,279 874 0.01% 0.02% 254 -3,628 -11.74% Q2 2026 Aug 11, 2026
Atria Investments, Inc History Added to 27,094 868 0.01% 0.01% 256 +264 0.98% Q2 2026 Jul 28, 2026
Revolve Wealth Partners, LLC History New 26,900 862 0.09% — 257 +26,900 New Q2 2026 Jul 09, 2026
CITADEL ADVISORS LLC History Reduced 26,700 855 0.0% 0.01% 258 -3,171,856 -99.17% Q2 2026 Sep 02, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 26,642 853 0.05% 0.04% 259 -4,017 -13.1% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History Reduced 26,247 841 0.0% 0.01% 260 -1,698 -6.08% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Added to 26,199 839 0.0% 0.0% 261 +1,410 5.69% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Added to 25,704 835 0.0% 0.0% 262 +122 0.48% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History Reduced 25,494 817 0.01% 0.01% 263 -3,050 -10.69% Q2 2026 Aug 05, 2026
PRUDENTIAL PLC History New 25,270 809 0.0% — 264 +25,270 New Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 25,038 802 0.01% 0.0% 265 +14,159 130.15% Q2 2026 Aug 12, 2026
Angel Oak Capital Advisors, LLC History No change 25,000 801 1.01% 0.76% 266 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History Added to 24,854 796 0.0% 0.0% 267 +1,287 5.46% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 24,686 791 0.01% 0.01% 269 +10,677 76.22% Q2 2026 Jul 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 24,687 791 0.07% 0.08% 268 -4,612 -15.74% Q2 2026 Jul 07, 2026
SYON CAPITAL LLC History Added to 24,684 791 0.03% 0.03% 270 +164 0.67% Q2 2026 Aug 14, 2026
Gould Capital, LLC History No change 23,204 743 0.41% 0.38% 271 0 0.0% Q2 2026 Aug 07, 2026
CWC Advisors, LLC. History Reduced 22,748 729 0.32% 0.31% 272 -742 -3.16% Q2 2026 Jul 21, 2026
SALZHAUER MICHAEL History No change 22,686 727 0.25% 0.29% 273 0 0.0% Q2 2026 Jul 20, 2026
FEDERATED HERMES, INC. History Reduced 22,367 716 0.0% 0.0% 274 -1,116 -4.75% Q2 2026 Aug 12, 2026
TWO SIGMA SECURITIES, LLC History New 22,257 713 0.06% — 275 +22,257 New Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 21,348 709 0.03% 0.02% 276 -351 -1.62% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History Added to 22,033 706 0.0% 0.0% 278 +4,005 22.22% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 22,059 706 0.0% 0.0% 277 +737 3.46% Q2 2026 Aug 12, 2026
VISTA INVESTMENT MANAGEMENT History No change 21,767 697 0.21% 0.2% 279 0 0.0% Q2 2026 Aug 12, 2026
Essex Financial Services, Inc. History Reduced 21,606 692 0.03% 0.03% 280 -815 -3.63% Q2 2026 Aug 10, 2026
Sciencast Management LP History New 21,586 691 0.14% — 281 +21,586 New Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 21,546 690 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History Reduced 21,481 688 0.0% 0.0% 283 -50,720 -70.25% Q2 2026 Aug 13, 2026
Dakota Wealth Management History Reduced 21,055 674 0.01% 0.01% 284 -1,101 -4.97% Q2 2026 Aug 07, 2026
Snowden Capital Advisors LLC History Added to 20,916 670 0.02% 0.01% 285 +797 3.96% Q2 2026 Aug 13, 2026
LECAP ASSET MANAGEMENT LTD History New 20,714 663 0.28% — 286 +20,714 New Q2 2026 Jul 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 20,511 657 0.0% — 287 +20,511 New Q2 2026 Aug 14, 2026
Frec Markets, Inc. History New 20,417 654 0.06% — 288 +20,417 New Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Reduced 20,180 646 0.0% 0.0% 289 -1,045 -4.92% Q2 2026 Jul 20, 2026
Ensign Peak Advisors, Inc History Reduced 19,616 628 0.0% 0.0% 290 -6,190 -23.99% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History Added to 19,621 628 0.06% 0.06% 291 +213 1.1% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 19,289 618 0.0% 0.0% 292 +1,627 9.21% Q2 2026 Jul 29, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 19,200 615 0.0% — 293 +19,200 New Q2 2026 Aug 25, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 19,067 611 0.0% 0.01% 294 -17,341 -47.63% Q2 2026 Aug 10, 2026
111 Capital History New 18,655 597 0.1% — 295 +18,655 New Q2 2026 Aug 04, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 18,594 595 0.06% 0.02% 296 +11,163 150.22% Q2 2026 Jul 31, 2026
DRW Securities, LLC History New 18,405 589 0.01% — 297 +18,405 New Q2 2026 Aug 14, 2026
Park Place Capital Corp History Added to 18,375 588 0.09% 0.02% 298 +14,716 402.19% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History Reduced 18,170 582 0.01% 0.01% 299 -427 -2.3% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History Reduced 17,830 571 0.02% 0.02% 300 -2,457 -12.11% Q2 2026 Jul 24, 2026
Crossmark Global Holdings, Inc. History Added to 17,524 561 0.01% 0.01% 301 +1 0.01% Q2 2026 Jul 16, 2026
Engineers Gate Manager LP History New 17,245 552 0.01% — 302 +17,245 New Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 17,155 549 0.02% 0.01% 303 +1,416 9.0% Q2 2026 Jul 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 17,018 545 0.01% 0.01% 304 0 0.0% Q2 2026 Jul 28, 2026
PRUDENTIAL FINANCIAL INC History Reduced 16,738 536 0.0% 0.0% 305 -450 -2.62% Q2 2026 Aug 12, 2026
Inspire Investing, LLC History Added to 16,602 532 0.02% 0.0% 306 +16,225 4303.71% Q2 2026 Aug 12, 2026
Vanguard Capital Wealth Advisors History Added to 16,525 529 0.36% 0.35% 307 +2,800 20.4% Q2 2026 Jul 23, 2026
AVIVA PLC History New 16,183 518 0.0% — 308 +16,183 New Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 15,920 510 0.04% 0.04% 309 0 0.0% Q2 2026 Aug 13, 2026
Freedom Day Solutions, LLC History New 15,905 509 0.11% — 310 +15,905 New Q2 2026 Jul 24, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 15,726 504 0.0% 0.0% 311 +3,812 32.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 15,583 499 0.0% 0.0% 312 +1,091 7.53% Q2 2026 Jul 17, 2026
Freestone Capital Holdings, LLC History New 15,484 496 0.01% — 313 +15,484 New Q2 2026 Jul 31, 2026
Sequoia Financial Advisors, LLC History Reduced 15,191 486 0.0% 0.0% 314 -174 -1.13% Q2 2026 Jul 17, 2026
Utah Retirement Systems History Reduced 15,040 482 0.0% 0.0% 315 -509 -3.27% Q2 2026 Aug 14, 2026
Columbia Bank History No change 15,000 480 0.11% 0.12% 316 0 0.0% Q2 2026 Jul 24, 2026
Maryland State Retirement & Pension System History No change 14,809 474 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 30, 2026
LANARK FINANCIAL, INC. History Added to 14,733 472 0.03% 0.02% 318 +2,751 22.96% Q2 2026 Jul 21, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 14,733 472 0.16% 0.17% 319 -3 -0.02% Q2 2026 Aug 14, 2026
Unison Advisors LLC History Added to 14,318 458 0.03% 0.03% 320 +181 1.28% Q2 2026 Jul 22, 2026
DnB Asset Management AS History Reduced 14,264 457 0.0% 0.0% 321 -2,177 -13.24% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 13,849 443 0.0% — 322 +13,849 New Q2 2026 Jul 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 13,807 442 0.01% 0.01% 323 -1,113 -7.46% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 13,770 441 0.0% 0.0% 324 +1,014 7.95% Q2 2026 Sep 23, 2026
Vise Technologies, Inc. History Reduced 13,750 440 0.0% 0.01% 325 -2,141 -13.47% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History Reduced 13,400 429 0.0% 0.0% 326 -16,500 -55.18% Q2 2026 Aug 06, 2026
Gallagher Fiduciary Advisors, LLC History Added to 13,414 429 0.01% 0.01% 327 +599 4.67% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History New 13,322 426 0.05% — 328 +13,322 New Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 12,967 415 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History Added to 12,621 407 0.01% 0.01% 330 +1,827 16.93% Q2 2026 Jul 29, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 12,529 401 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History Reduced 12,509 400 0.0% 0.0% 332 -6,093 -32.75% Q2 2026 Aug 18, 2026
Aaron Wealth Advisors LLC History Added to 12,410 397 0.02% 0.01% 333 +4,700 60.96% Q2 2026 Jul 16, 2026
TRUE Private Wealth Advisors History Reduced 12,014 385 0.03% 0.04% 334 -2,994 -19.95% Q2 2026 Jul 23, 2026
Diligent Investors, LLC History No change 11,956 383 0.09% 0.08% 335 0 0.0% Q2 2026 Jul 24, 2026
Hardy Reed LLC History Reduced 11,791 377 0.02% 0.02% 336 -171 -1.43% Q2 2026 Aug 03, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 11,646 373 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History Added to 11,637 372 0.0% 0.0% 338 +641 5.83% Q2 2026 Aug 04, 2026
Curi Capital, LLC History Added to 11,590 371 0.01% 0.01% 339 +1,118 10.68% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 11,420 366 0.0% 0.0% 340 -430 -3.63% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History Added to 11,365 364 0.0% 0.0% 341 +130 1.16% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History Added to 11,240 360 0.0% 0.0% 342 +1,288 12.94% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 11,195 358 0.0% 0.0% 343 -764 -6.39% Q2 2026 Aug 14, 2026
Machina Capital S.A.S. History New 11,014 352 0.06% — 344 +11,014 New Q2 2026 Aug 10, 2026
Mach-1 Financial Group, LLC History Reduced 10,797 346 0.13% 0.12% 345 -1,261 -10.46% Q2 2026 Jul 29, 2026
EQUITABLE TRUST CO History No change 10,634 340 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 23, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 10,565 338 0.05% 0.05% 347 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History New 10,439 334 0.07% — 349 +10,439 New Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History Reduced 10,446 334 0.06% 0.03% 348 -1,554 -12.95% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History Added to 10,345 331 0.0% 0.0% 350 +656 6.77% Q2 2026 Aug 06, 2026
KBC Group NV History No change 10,293 330 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 05, 2026
De Lisle Partners LLP History No change 10,221 327 0.04% 0.03% 352 0 0.0% Q2 2026 Aug 12, 2026
JMN Financial LLC History New 10,196 326 0.25% — 354 +10,196 New Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 10,197 326 0.01% 0.01% 353 +655 6.86% Q2 2026 Jul 07, 2026
CAPITAL FUND MANAGEMENT S.A. History New 10,151 325 0.0% — 355 +10,151 New Q2 2026 Aug 13, 2026
Roehl & Yi Investment Advisors, LLC History Reduced 9,906 317 0.1% 0.11% 357 -305 -2.99% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History Added to 9,892 317 0.01% 0.01% 356 +161 1.65% Q2 2026 Jul 28, 2026
Peregrine Asset Advisers, Inc. History No change 9,774 313 0.07% 0.07% 358 0 0.0% Q2 2026 Aug 10, 2026
CIM INVESTMENT MANAGEMENT INC History No change 11,235 308 0.08% 0.08% 359 0 0.0% Q1 2026 May 19, 2026
Horst & Graben Wealth Management LLC History Added to 9,471 307 0.04% 0.04% 360 +109 1.16% Q2 2026 Jul 22, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 9,549 306 0.08% — 361 +9,549 New Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History Reduced 9,477 303 0.0% 0.0% 362 -9 -0.09% Q2 2026 Aug 07, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 9,395 301 0.01% 0.01% 363 -470 -4.76% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 9,356 299 0.01% 0.01% 364 -1,154 -10.98% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History Reduced 9,293 297 0.01% 0.01% 365 -89 -0.95% Q2 2026 Jul 29, 2026
SIGNATUREFD, LLC History Added to 9,197 294 0.0% 0.0% 366 +583 6.77% Q2 2026 Jul 23, 2026
CIBC Asset Management Inc History Reduced 9,139 292 0.0% 0.0% 367 -424 -4.43% Q2 2026 Aug 03, 2026
Kera Capital Partners, Inc. History Added to 9,072 290 0.03% 0.03% 369 +1,178 14.92% Q2 2026 Aug 14, 2026
NAVELLIER & ASSOCIATES INC History No change 9,054 290 0.02% 0.03% 368 0 0.0% Q2 2026 Aug 04, 2026
Argent Trust Co History Reduced 9,019 289 0.01% 0.01% 370 -793 -8.08% Q2 2026 Aug 06, 2026
Cresset Asset Management, LLC History Reduced 9,016 288 0.0% 0.0% 371 -404 -4.29% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History Added to 8,795 281 0.0% 0.0% 372 +902 11.43% Q2 2026 Aug 03, 2026
44 WEALTH MANAGEMENT LLC History Added to 8,799 281 0.09% 0.08% 373 +8 0.09% Q2 2026 Aug 14, 2026
Indivisible Partners History Added to 8,740 280 0.02% 0.02% 374 +1,409 19.22% Q2 2026 Aug 04, 2026
PROFUND ADVISORS LLC History Reduced 8,709 279 0.01% 0.01% 375 -272 -3.03% Q2 2026 Aug 11, 2026
Laurion Capital Management LP History Reduced 8,694 278 0.01% 0.09% 376 -68,763 -88.78% Q2 2026 Aug 13, 2026
North Dakota State Investment Board History Added to 8,698 278 0.01% 0.01% 377 +47 0.54% Q2 2026 Aug 04, 2026
Evercore Wealth Management, LLC History No change 8,647 277 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History Added to 8,575 274 0.0% 0.0% 379 +3,035 54.78% Q2 2026 Aug 14, 2026
BSW Wealth Partners History Added to 8,570 274 0.03% 0.03% 380 +1 0.01% Q2 2026 Jul 15, 2026
Arax Advisory Partners History Added to 8,462 271 0.0% 0.0% 381 +7,978 1648.35% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History Added to 8,231 263 0.0% 0.0% 382 +812 10.94% Q2 2026 Jul 31, 2026
Nykredit A/S History New 8,067 258 0.0% — 383 +8,067 New Q2 2026 Sep 08, 2026
Composition Wealth, LLC History New 8,039 257 0.0% — 384 +8,039 New Q2 2026 Jul 22, 2026
Carl P. Sherr & Co., LLC History New 7,900 253 0.11% — 386 +7,900 New Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History Added to 7,921 253 0.0% 0.0% 385 +220 2.86% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 7,760 248 0.0% 0.0% 387 -162 -2.04% Q2 2026 Jul 15, 2026
CIBC Bancorp USA Inc. History New 8,129 247 0.0% — 389 +8,129 New Q2 2026 Aug 13, 2026
Auxano Advisors, LLC History No change 7,737 247 0.05% 0.04% 388 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 7,659 245 0.09% 0.09% 390 0 0.0% Q2 2026 Aug 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 7,638 245 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 04, 2026
Aspire Capital Advisors LLC History No change 7,579 242 0.05% 0.05% 392 0 0.0% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History New 7,548 241 0.0% — 394 +7,548 New Q2 2026 Jul 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 7,526 241 0.02% 0.02% 393 +171 2.32% Q2 2026 Aug 05, 2026
Baker Avenue Asset Management, LP History New 7,475 239 0.0% — 395 +7,475 New Q2 2026 Jul 28, 2026
Keudell/Morrison Wealth Management History No change 7,443 238 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 15, 2026
DGS Capital Management, LLC History No change 8,651 237 0.04% 0.04% 397 0 0.0% Q1 2026 Apr 28, 2026
GDS Wealth Management History No change 7,335 235 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 13, 2026
Principle Wealth Partners LLC History No change 7,326 234 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 07, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 8,536 234 0.01% 0.01% 400 0 0.0% Q1 2026 Apr 15, 2026
Paragon Capital Management Ltd History Reduced 7,241 232 0.04% 0.05% 401 -1,107 -13.26% Q2 2026 Jul 29, 2026
Kestra Investment Management, LLC History Reduced 7,199 230 0.0% 0.01% 402 -5,488 -43.26% Q2 2026 Aug 05, 2026
Fifth Third Wealth Advisors LLC History New 7,131 228 0.01% — 404 +7,131 New Q2 2026 Jul 17, 2026
Larson Financial Group LLC History Added to 7,130 228 0.01% 0.01% 403 +754 11.83% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History New 7,039 225 0.02% — 406 +7,039 New Q2 2026 Jul 29, 2026
Apella Capital, LLC History Added to 7,029 225 0.0% 0.0% 405 +34 0.49% Q2 2026 Jul 08, 2026
CERTUITY, LLC History New 7,015 224 0.01% — 407 +7,015 New Q2 2026 Jul 28, 2026
FourThought Financial Partners, LLC History New 6,975 223 0.02% — 408 +6,975 New Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History New 6,876 220 0.0% — 409 +6,876 New Q2 2026 Aug 11, 2026
Drucker Wealth 3.0, LLC History New 6,767 216 0.03% — 411 +6,767 New Q2 2026 Jul 13, 2026
Meiji Yasuda Asset Management Co Ltd. History New 6,740 216 0.01% — 410 +6,740 New Q2 2026 Aug 12, 2026
GREENLEAF TRUST History New 6,680 214 0.0% — 413 +6,680 New Q2 2026 Jul 21, 2026
Golden State Wealth Management, LLC History Reduced 6,693 214 0.02% 0.02% 412 -325 -4.63% Q2 2026 Jul 22, 2026
ENCOMPASS WEALTH ADVISORS, LLC History New 6,625 212 0.06% — 414 +6,625 New Q2 2026 Jul 21, 2026
Baird Financial Group, Inc. History New 6,576 210 0.0% — 415 +6,576 New Q2 2026 Aug 12, 2026
DeDora Capital, Inc. History New 6,528 209 0.05% — 416 +6,528 New Q2 2026 Jul 13, 2026
Ponta Wealth Partners, LLC History New 6,488 207 0.11% — 418 +6,488 New Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Reduced 6,467 207 0.0% 0.0% 417 -3,645 -36.05% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History New 6,451 206 0.0% — 419 +6,451 New Q2 2026 Aug 06, 2026
PARK AVENUE SECURITIES LLC History New 6,371 204 0.0% — 421 +6,371 New Q2 2026 Jul 20, 2026
Legacy Wealth Asset Management, LLC History Reduced 6,370 204 0.04% 0.05% 420 -1,348 -17.47% Q2 2026 Jul 09, 2026
FIDUCIARY COUNSELLING INC History New 6,312 202 0.5% — 422 +6,312 New Q2 2026 Aug 03, 2026
STRS OHIO History Reduced 6,078 194 0.0% 0.0% 423 -917 -13.11% Q2 2026 Jul 30, 2026
HM PAYSON & CO History No change 5,986 191 0.0% 0.0% 424 0 0.0% Q2 2026 Jul 17, 2026
Quantbot Technologies LP History New 5,930 190 0.01% — 425 +5,930 New Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 5,883 188 0.02% 0.01% 426 +575 10.83% Q2 2026 Jul 02, 2026
Parallel Advisors, LLC History Added to 5,624 180 0.0% 0.0% 427 +494 9.63% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History Added to 4,529 145 0.0% 0.0% 428 +1,854 69.31% Q2 2026 Aug 13, 2026
Bayforest Capital Ltd History New 3,801 121 0.11% — 429 +3,801 New Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History Reduced 3,696 118 0.01% 0.01% 430 -951 -20.46% Q2 2026 Sep 04, 2026
UMB Bank, n.a. History Reduced 3,348 107 0.0% 0.0% 431 -27 -0.8% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 2,938 94 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History Reduced 2,735 88 0.0% 0.0% 433 -1,625 -37.27% Q2 2026 Aug 12, 2026
Reyes Financial Architecture, Inc. History Reduced 2,668 85 0.05% 0.08% 435 -757 -22.1% Q2 2026 Jul 16, 2026
Triumph Capital Management History Added to 2,681 85 0.02% 0.01% 434 +70 2.68% Q2 2026 Jul 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,543 81 0.04% 0.03% 436 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 2,533 81 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History New 2,522 80 0.01% — 438 +2,522 New Q2 2026 Jul 28, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 2,388 76 0.03% 0.03% 439 -242 -9.2% Q2 2026 Aug 11, 2026
Hilton Head Capital Partners, LLC History Added to 2,258 72 0.04% 0.03% 440 +313 16.09% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History Added to 2,128 68 0.0% 0.0% 441 +837 64.83% Q2 2026 Jul 20, 2026
Covestor Ltd History Added to 2,069 66 0.04% 0.03% 442 +396 23.67% Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History Added to 1,990 63 0.0% 0.0% 443 +43 2.21% Q2 2026 Aug 06, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 1,818 58 0.01% 0.01% 444 +135 8.02% Q2 2026 Aug 13, 2026
Cypress Capital Management LLC (WY) History New 1,800 57 0.05% — 445 +1,800 New Q2 2026 Aug 06, 2026
Horizon Investments, LLC History Reduced 1,707 54 0.0% 0.0% 446 -915 -34.9% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Added to 1,607 51 0.0% 0.0% 447 +11 0.69% Q2 2026 Jul 22, 2026
First Pacific Financial History Added to 1,583 50 0.01% 0.01% 449 +18 1.15% Q2 2026 Jul 20, 2026
FIRST HORIZON CORP History No change 1,563 50 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History Reduced 1,456 46 0.01% 0.01% 450 -19 -1.29% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History Added to 1,314 42 0.02% 0.02% 451 +89 7.27% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 1,230 39 0.0% 0.0% 452 -1,870 -60.32% Q2 2026 Aug 13, 2026
Cedar Mountain Advisors, LLC History Added to 1,117 35 0.01% 0.01% 453 +2 0.18% Q2 2026 Jul 02, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 1,037 33 0.02% 0.02% 454 -83 -7.41% Q2 2026 Jul 14, 2026
North Ridge Wealth Advisors, Inc. History No change 1,191 32 0.02% 0.02% 455 0 0.0% Q1 2026 May 14, 2026
Mosley Wealth Management History No change 1,014 32 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 973 31 0.0% 0.0% 457 -3,458 -78.04% Q2 2026 Aug 12, 2026
Corsicana & Co. History New 915 29 0.01% — 459 +915 New Q2 2026 Jul 24, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 909 29 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 852 27 0.0% 0.0% 460 -12,384 -93.56% Q2 2026 Aug 13, 2026
CX Institutional History Added to 799 26 0.0% 0.0% 461 +4 0.5% Q2 2026 Jul 01, 2026
WELLINGTON-ALTUS USA INC. History No change 914 25 0.02% 0.02% 462 0 0.0% Q2 2026 Sep 17, 2026
Quent Capital, LLC History Reduced 750 24 0.0% 0.0% 463 -330 -30.56% Q2 2026 Aug 07, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 730 23 0.0% 0.0% 465 -823 -52.99% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 732 23 0.0% 0.0% 464 +32 4.57% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 653 21 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 07, 2026
Eurizon Capital SGR S.p.A. History No change 682 21 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History Reduced 641 20 0.0% 0.0% 468 -2,621 -80.35% Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 636 20 0.0% 0.0% 469 +57 9.84% Q2 2026 Jul 30, 2026
Twin Tree Management, LP History New 600 19 0.0% — 472 +600 New Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 600 19 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Holdings, LLC History No change 594 19 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 558 17 0.0% 0.0% 473 +8 1.45% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History New 509 16 0.0% — 476 +509 New Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 507 16 0.0% 0.0% 474 0 0.0% Q2 2026 Sep 02, 2026
DANSKE BANK A/S History No change 500 16 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History Added to 483 15 0.0% 0.0% 477 +29 6.39% Q2 2026 Jul 20, 2026
BOK Financial Private Wealth, Inc. History New 415 13 0.0% — 480 +415 New Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 431 13 0.0% 0.0% 479 +346 407.06% Q2 2026 Jul 07, 2026
CVA Family Office, LLC History Added to 416 13 0.0% 0.0% 478 +51 13.97% Q2 2026 Aug 07, 2026
WPG Advisers, LLC History No change 377 12 0.01% 0.01% 481 0 0.0% Q2 2026 Aug 05, 2026
Stone House Investment Management, LLC History Added to 372 11 0.0% 0.0% 483 +11 3.05% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 344 11 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 17, 2026
PRIVATE TRUST CO NA History Reduced 336 10 0.0% 0.0% 484 -23 -6.41% Q2 2026 Jul 28, 2026
Quest 10 Wealth Builders, Inc. History No change 318 10 0.01% 0.01% 485 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History Reduced 283 9 0.0% 0.0% 487 -277 -49.46% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History Added to 293 9 0.0% 0.0% 486 +49 20.08% Q2 2026 Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 250 8 0.0% 0.0% 488 -5 -1.96% Q2 2026 Jul 20, 2026
Keating Financial Advisory Services, Inc. History Reduced 261 8 0.0% 0.0% 490 -3 -1.14% Q2 2026 Aug 11, 2026
WealthCollab, LLC History No change 253 8 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History Reduced 245 7 0.0% 0.0% 494 -35 -12.5% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History Added to 243 7 0.0% 0.0% 493 +30 14.08% Q2 2026 Jul 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 222 7 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 229 7 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 05, 2026
FLAGSHIP WEALTH ADVISORS, LLC History New 200 6 0.0% — 498 +200 New Q2 2026 Jul 27, 2026
Sachetta, LLC History Added to 199 6 0.0% 0.0% 497 +15 8.15% Q2 2026 Jul 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 217 6 0.0% 0.0% 496 +9 4.33% Q2 2026 Jul 10, 2026
MATHER GROUP, LLC. History No change 199 6 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 27, 2026
Clearstead Advisors, LLC History Reduced 160 5 0.0% 0.0% 499 -225 -58.44% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History New 161 5 0.0% — 502 +161 New Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 163 5 0.0% 0.0% 500 +25 18.12% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History Reduced 168 5 0.0% 0.0% 501 -18 -9.68% Q2 2026 Jul 27, 2026
Valued Wealth Advisors LLC History New 151 4 0.0% — 507 +151 New Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History Added to 133 4 0.0% 0.0% 506 +88 195.56% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 143 4 0.0% 0.0% 503 -37 -20.56% Q2 2026 Jul 02, 2026
Bell Investment Advisors, Inc History Added to 128 4 0.0% 0.0% 504 +16 14.29% Q2 2026 Aug 06, 2026
DecisionPoint Financial, LLC History Added to 134 4 0.0% 0.0% 505 +8 6.35% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History Added to 111 3 0.0% 0.0% 509 +60 117.65% Q2 2026 Jul 22, 2026
Cromwell Holdings LLC History Added to 98 3 0.0% 0.0% 510 +39 66.1% Q2 2026 Jul 13, 2026
High Note Wealth, LLC History No change 101 3 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 23, 2026
Torren Management, LLC History No change 116 3 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 10, 2026
Essential Partners LLC History Reduced 75 2 0.0% 0.05% 520 -5,729 -98.71% Q2 2026 Aug 10, 2026
Clearstead Trust, LLC History Reduced 92 2 0.0% 0.0% 513 -373 -80.22% Q2 2026 Aug 06, 2026
Creative Capital Management Investments LLC History New 86 2 0.0% — 521 +86 New Q2 2026 Jul 24, 2026
Avion Wealth History Reduced 81 2 0.0% 0.0% 514 -66 -44.9% Q2 2026 Jul 31, 2026
Basecamp Wealth Advisors LLC History Added to 78 2 0.0% — 519 +42 116.67% Q2 2026 Aug 14, 2026
Kilter Group LLC History Reduced 68 2 0.0% 0.0% 518 -28 -29.17% Q2 2026 Aug 11, 2026
Bruce G. Allen Investments, LLC History Reduced 85 2 0.0% 0.0% 516 -8 -8.6% Q2 2026 Jul 31, 2026
Westside Investment Management, Inc. History No change 63 2 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 81 2 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 15, 2026
Copia Wealth Management History No change 72 2 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 17, 2026
MANNING & NAPIER ADVISORS LLC History New 56 1 0.0% — 532 +56 New Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History New 51 1 0.0% — 534 +51 New Q2 2026 Aug 13, 2026
SHP Wealth Management History New 50 1 0.0% — 533 +50 New Q2 2026 Aug 11, 2026
Blue Trust, Inc. History Reduced 60 1 0.0% 0.0% 527 -31 -34.07% Q2 2026 Jul 21, 2026
HFM Investment Advisors, LLC History Added to 41 1 0.0% — 530 +21 105.0% Q2 2026 Aug 04, 2026
Bay Harbor Wealth Management, LLC History Added to 46 1 0.0% — 526 +11 31.43% Q2 2026 Jul 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 37 1 0.0% 0.0% 522 -5 -11.9% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History Added to 32 1 0.0% — 525 +3 10.34% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History Added to 47 1 0.0% 0.0% 529 +3 6.82% Q2 2026 Jul 07, 2026
Transamerica Financial Advisors, LLC History Added to 47 1 0.0% 0.0% 524 +1 2.17% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 57 1 0.0% 0.0% 523 0 0.0% Q2 2026 Jul 27, 2026
DiNuzzo Private Wealth, Inc. History No change 45 1 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 10, 2026
Investors Portfolio Services LLC History No change 47 1 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History Closed out 0 0 — 0.0% — -1,063,800 -100.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.01% — -550,608 -100.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.01% — -365,093 -100.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History Closed out 0 0 — 0.05% — -294,000 -100.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History Closed out 0 0 — 0.19% — -264,900 -100.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History Closed out 0 0 — 0.03% — -109,584 -100.0% Q2 2026 Aug 11, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 0.17% — -95,469 -100.0% Q2 2026 Aug 11, 2026
ALLSTATE CORP History Closed out 0 0 — 0.03% — -91,249 -100.0% Q2 2026 Aug 13, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 — 0.03% — -77,377 -100.0% Q2 2026 Aug 13, 2026
Weiss Asset Management LP History Closed out 0 0 — 0.03% — -72,240 -100.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History Closed out 0 0 — 0.04% — -64,378 -100.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -45,290 -100.0% Q2 2026 Aug 14, 2026
Persistent Asset Partners Ltd History Closed out 0 0 — 0.43% — -42,096 -100.0% Q2 2026 Aug 06, 2026
Henshaw Capital LLC History Closed out 0 0 — 0.04% — -34,805 -100.0% Q2 2026 Aug 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Closed out 0 0 — 0.03% — -33,959 -100.0% Q2 2026 Jul 23, 2026
Tidal Investments LLC History Closed out 0 0 — 0.0% — -19,497 -100.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History Closed out 0 0 — 0.01% — -15,800 -100.0% Q2 2026 Jul 30, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -14,175 -100.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History Closed out 0 0 — 0.05% — -13,194 -100.0% Q2 2026 Jul 29, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.03% — -11,553 -100.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -11,319 -100.0% Q2 2026 Aug 13, 2026
ARS Investment Partners, LLC History Closed out 0 0 — 0.01% — -10,044 -100.0% Q2 2026 Jul 09, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.04% — -9,377 -100.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History Closed out 0 0 — 0.01% — -9,349 -100.0% Q2 2026 Aug 07, 2026
Sepio Capital, LP History Closed out 0 0 — 0.01% — -9,184 -100.0% Q2 2026 Jul 28, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.02% — -8,278 -100.0% Q2 2026 Aug 14, 2026
Sagewood Asset Management LP History Closed out 0 0 — 0.07% — -8,259 -100.0% Q2 2026 Jul 29, 2026
Qsemble Capital Management, LP History Closed out 0 0 — 0.02% — -7,710 -100.0% Q2 2026 Aug 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.02% — -4,869 -100.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -3,659 -100.0% Q2 2026 Aug 12, 2026
Ancora Advisors LLC History Closed out 0 0 — 0.0% — -2,142 -100.0% Q2 2026 Aug 14, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — 0.01% — -1,790 -100.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -750 -100.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -551 -100.0% Q2 2026 Aug 13, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.01% — -438 -100.0% Q2 2026 Aug 05, 2026
TORONTO DOMINION BANK History Closed out 0 0 — 0.0% — -384 -100.0% Q2 2026 Aug 14, 2026
Wall Street Financial Group, Inc. History Closed out 0 0 — 0.0% — -291 -100.0% Q2 2026 Jul 13, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -183 -100.0% Q2 2026 Jul 20, 2026
Riverview Trust Co History Closed out 0 0 — 0.0% — -96 -100.0% Q2 2026 Jul 31, 2026
Signature Equity Partners, LLC History Reduced 9 0 — — — -23 -71.88% Q2 2026 Jul 30, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — — — -23 -100.0% Q2 2026 Jul 15, 2026
Planning Strategies Inc. History New 20 0 — — — +20 New Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History Closed out 0 0 — — — -20 -100.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History New 17 0 — — — +17 New Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History New 16 0 — — — +16 New Q2 2026 Aug 14, 2026
Navigoe, LLC History New 12 0 — — — +12 New Q2 2026 Jul 31, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — — — -12 -100.0% Q2 2026 Jul 27, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -10 -100.0% Q2 2026 Aug 04, 2026
Intentional Wealth Strategies, LLC History Closed out 0 0 — — — -10 -100.0% Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History New 9 0 — — — +9 New Q2 2026 Jul 22, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -8 -100.0% Q2 2026 Aug 07, 2026
AdvisorNet Financial, Inc History Added to 24 0 — — — +7 41.18% Q2 2026 Jul 23, 2026
Principia Wealth Advisory, LLC History Added to 29 0 — — — +7 31.82% Q2 2026 Aug 26, 2026
Buck Wealth Strategies, LLC History New 7 0 — — — +7 New Q2 2026 Jul 30, 2026
Activest Wealth Management History Reduced 24 0 — — — -6 -20.0% Q2 2026 Jul 16, 2026
Prestige Wealth Management Group LLC History Added to 14 0 — — — +5 55.56% Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History New 4 0 — — — +4 New Q2 2026 Jul 31, 2026
MARYLAND CAPITAL ADVISORS INC. History New 3 0 — — — +3 New Q2 2026 Jul 17, 2026
IMG Wealth Management, Inc. History New 3 0 — — — +3 New Q2 2026 Aug 07, 2026
Medallion Wealth Advisors, LLC History New 2 0 — — — +2 New Q2 2026 Aug 14, 2026
Quaker Wealth Management, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 22 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds Capital Management, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
FINANCIAL CONSULATE, INC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Sunbelt Securities, Inc. History No change 14 0 — — — 0 0.0% Q1 2026 May 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Pacific Center for Financial Services History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
McIlrath & Eck, LLC History No change 13 0 — — — 0 0.0% Q1 2026 May 19, 2026
Dunhill Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
CGC Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
American Capital Advisory, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Breakwater Investment Management History No change 20 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Millstone Evans Group, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Ankerstar Wealth, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 28, 2026