Copa Holdings, S.A. - CPA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Capital World Investors History No change 2,856,717 444,419 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 12, 2026
BAILLIE GIFFORD & CO History No change 2,455,810 382,050 0.35% 0.35% 2 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 1,541,526 239,753 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,453,351 226,099 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 11, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 1,451,592 225,824 35.33% 35.33% 5 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 1,223,838 190,392 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
Capital Research Global Investors History No change 1,042,831 162,233 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 772,928 120,244 0.17% 0.17% 8 0 0.0% Q2 2026 Aug 13, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 769,630 119,731 0.84% 0.84% 9 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 579,229 90,110 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 13, 2026
Cullen Capital Management, LLC History No change 571,263 88,871 0.87% 0.87% 11 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 525,849 81,806 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 504,469 78,480 0.25% 0.25% 13 0 0.0% Q2 2026 Aug 03, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 494,900 76,991 3.97% 3.97% 14 0 0.0% Q2 2026 Aug 14, 2026
Wishbone Management, LP History No change 472,500 73,506 31.72% 31.72% 15 0 0.0% Q2 2026 Aug 13, 2026
Marathon Asset Management Ltd History No change 414,473 64,478 2.62% 2.62% 16 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 414,136 64,427 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
Carrhae Capital LLP History No change 400,262 62,268 1.72% 1.72% 18 0 0.0% Q2 2026 Jul 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 392,231 61,019 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 363,505 56,550 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Artisan Partners Limited Partnership History No change 330,738 51,452 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 317,881 49,452 0.27% 0.27% 22 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 290,156 45,139 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 286,619 44,589 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 282,848 44,002 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 281,884 43,852 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
INCA Investments LLC History No change 237,214 36,903 10.44% 10.44% 27 0 0.0% Q2 2026 Jul 28, 2026
CITADEL ADVISORS LLC History No change 230,864 35,915 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 02, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 207,978 32,355 0.48% 0.48% 29 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 174,429 27,135 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 174,230 27,104 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 162,829 25,331 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 162,312 25,250 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 158,937 24,725 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 14, 2026
Cape Ann Asset Management Ltd History No change 143,256 22,286 5.13% 5.13% 35 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 120,818 18,795 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 110,426 17,196 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 106,732 16,604 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 104,487 16,255 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 99,323 15,451 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 14, 2026
Artemis Investment Management LLP History No change 96,770 15,054 0.13% 0.13% 41 0 0.0% Q2 2026 Jul 23, 2026
Trexquant Investment LP History No change 94,507 14,702 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 92,346 14,366 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 06, 2026
Trek Financial, LLC History No change 92,191 14,342 0.71% 0.71% 44 0 0.0% Q2 2026 Aug 13, 2026
Shellback Capital, LP History No change 88,900 13,830 1.21% 1.21% 45 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 88,628 13,787 0.0% 0.0% 46 0 0.0% Q2 2026 Sep 23, 2026
GLOBEFLEX CAPITAL L P History No change 87,283 13,578 1.73% 1.73% 47 0 0.0% Q2 2026 Aug 12, 2026
Banco BTG Pactual S.A. History No change 85,000 13,223 1.12% 1.12% 48 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 80,663 12,548 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 77,576 12,068 0.33% 0.33% 50 0 0.0% Q2 2026 Jul 14, 2026
Knights of Columbus Asset Advisors LLC History No change 74,821 11,639 0.58% 0.58% 51 0 0.0% Q2 2026 Jul 31, 2026
Truxt Investmentos Ltda. History No change 71,416 11,110 12.82% 12.82% 52 0 0.0% Q2 2026 Jul 27, 2026
Amundi History No change 67,000 10,423 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 66,892 10,406 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 64,687 10,063 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 64,200 9,987 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 63,971 9,951 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 13, 2026
Hosking Partners LLP History No change 63,186 9,829 0.33% 0.33% 58 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History No change 59,166 9,204 0.08% 0.08% 59 0 0.0% Q2 2026 Jul 27, 2026
1492 Capital Management LLC History No change 57,508 8,946 2.64% 2.64% 60 0 0.0% Q2 2026 Aug 11, 2026
CSM Advisors, LLC History No change 55,525 8,638 0.18% 0.18% 61 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 55,133 8,576 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 06, 2026
Ruffer LLP History No change 52,227 8,115 0.29% 0.29% 63 0 0.0% Q2 2026 Jul 30, 2026
Ethic Inc. History No change 46,801 7,280 0.09% 0.09% 64 0 0.0% Q2 2026 Jul 29, 2026
Virtus Family Office LLC History No change 46,286 7,200 5.69% 5.69% 65 0 0.0% Q2 2026 Aug 03, 2026
Turas Capital Management LP History No change 44,800 6,969 3.2% 3.2% 66 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 44,704 6,954 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 44,163 6,870 0.03% 0.03% 68 0 0.0% Q2 2026 Jul 17, 2026
XTX Topco Ltd History No change 43,959 6,838 0.09% 0.09% 69 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 43,907 6,830 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 42,874 6,669 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 42,699 6,642 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 42,131 6,554 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
VELA Investment Management, LLC History No change 39,119 6,085 1.33% 1.33% 74 0 0.0% Q2 2026 Aug 27, 2026
Journey Advisory Group, LLC History No change 39,020 6,070 0.46% 0.46% 75 0 0.0% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History No change 37,210 5,790 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 35,900 5,584 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 31,232 4,858 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 27, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 30,755 4,784 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 30,555 4,753 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
U S GLOBAL INVESTORS INC History No change 29,833 4,641 0.45% 0.45% 81 0 0.0% Q2 2026 Jul 27, 2026
Engineers Gate Manager LP History No change 28,057 4,364 0.06% 0.06% 82 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 27,522 4,282 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
DELTEC ASSET MANAGEMENT LLC History No change 27,325 4,250 0.63% 0.63% 84 0 0.0% Q2 2026 Jul 21, 2026
Lifetime Wealth Management P.C. History No change 27,320 4,250 2.48% 2.48% 85 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 26,898 4,184 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 04, 2026
DEPRINCE RACE & ZOLLO INC History No change 26,289 4,089 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 20, 2026
Walleye Trading LLC History No change 25,823 4,017 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 03, 2026
Caption Management, LLC History No change 25,200 3,920 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 25,105 3,905 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 12, 2026
Fourth Sail Capital LP History No change 24,481 3,808 0.58% 0.58% 91 0 0.0% Q2 2026 Aug 05, 2026
CM Management, LLC History No change 24,000 3,733 2.37% 2.37% 92 0 0.0% Q2 2026 Aug 13, 2026
MARATHON CAPITAL MANAGEMENT History No change 23,483 3,653 0.74% 0.74% 93 0 0.0% Q2 2026 Jul 22, 2026
Pictet Asset Management Holding SA History No change 22,939 3,568 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 30, 2026
McGowan Group Asset Management, Inc. History No change 22,714 3,533 0.43% 0.43% 95 0 0.0% Q2 2026 Aug 12, 2026
Uniplan Investment Counsel, Inc. History No change 22,505 3,501 0.33% 0.33% 96 0 0.0% Q2 2026 Aug 14, 2026
SMA Capital LLC History No change 22,000 3,422 1.44% 1.44% 97 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 21,505 3,345 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 28, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 21,170 3,293 0.31% 0.31% 99 0 0.0% Q2 2026 Jul 31, 2026
Aberdeen Group plc History No change 21,029 3,271 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 31, 2026
PAR CAPITAL MANAGEMENT INC History No change 20,115 3,129 0.08% 0.08% 101 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 19,919 3,098 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 18,948 2,947 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 04, 2026
MML INVESTORS SERVICES, LLC History No change 18,668 2,904 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 17,819 2,772 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 17,312 2,693 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 17,112 2,662 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Coppell Advisory Solutions LLC History No change 31,198 2,448 0.2% 0.2% 108 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 15,588 2,425 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
FORMULA GROWTH LTD History No change 15,500 2,411 0.85% 0.85% 110 0 0.0% Q2 2026 Aug 17, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 15,162 2,358 0.03% 0.03% 111 0 0.0% Q2 2026 Jul 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 15,072 2,344 0.15% 0.15% 112 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 14,227 2,213 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Itau Unibanco Holding S.A. History No change 13,994 2,177 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 13,652 2,123 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 13,128 2,042 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 12,827 1,995 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 13, 2026
Convergence Investment Partners, LLC History No change 12,773 1,987 0.19% 0.19% 118 0 0.0% Q2 2026 Jul 31, 2026
GILDER GAGNON HOWE & CO LLC History No change 12,375 1,925 0.02% 0.02% 119 0 0.0% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 11,999 1,866 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 11,646 1,811 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 11,576 1,800 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 06, 2026
Diversified Trust Co History No change 11,527 1,793 0.03% 0.03% 123 0 0.0% Q2 2026 Jul 17, 2026
GSA CAPITAL PARTNERS LLP History No change 11,506 1,790 0.11% 0.11% 124 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 11,067 1,721 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
Point Nemo Capital, LLC History No change 10,415 1,620 0.82% 0.82% 126 0 0.0% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History No change 10,266 1,597 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 03, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History No change 10,083 1,568 0.35% 0.35% 128 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 10,026 1,560 0.11% 0.11% 129 0 0.0% Q2 2026 Aug 07, 2026
WINTON GROUP Ltd History No change 9,700 1,509 0.05% 0.05% 130 0 0.0% Q2 2026 Aug 07, 2026
SG Americas Securities, LLC History No change 9,368 1,457 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 9,261 1,441 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 20, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History No change 9,253 1,439 0.11% 0.11% 133 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 9,143 1,422 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 8,935 1,390 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 8,828 1,373 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 19, 2026
Summit Trail Advisors, LLC History No change 8,717 1,356 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 11, 2026
Quad-Cities Investment Group, LLC History No change 8,502 1,322 0.48% 0.48% 138 0 0.0% Q2 2026 Jul 07, 2026
Hyperion Capital Advisors LP History No change 8,400 1,306 0.59% 0.59% 139 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 8,262 1,285 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 8,149 1,267 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Everstar Asset Management, LLC History No change 8,022 1,247 0.6% 0.6% 142 0 0.0% Q2 2026 Aug 03, 2026
Legend Financial Advisors, Inc. History No change 8,011 1,246 0.71% 0.71% 143 0 0.0% Q2 2026 Jul 20, 2026
Handelsbanken Fonder AB History No change 7,900 1,229 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 7,871 1,224 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 8,716 1,206 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,716 1,206 0.02% 0.02% 147 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 7,653 1,191 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Convergence Financial, LLC History No change 7,604 1,182 0.09% 0.09% 149 0 0.0% Q2 2026 Aug 05, 2026
Redhawk Wealth Advisors, Inc. History No change 7,324 1,139 0.11% 0.11% 150 0 0.0% Q2 2026 Jul 09, 2026
DODGE & COX History No change 7,250 1,127 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 7,188 1,118 0.58% 0.58% 152 0 0.0% Q2 2026 Jul 22, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 7,173 1,115 0.19% 0.19% 153 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 7,123 1,108 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 6,906 1,074 0.12% 0.12% 155 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 6,787 1,056 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 6,746 1,049 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 6,733 1,047 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 04, 2026
Assenagon Asset Management S.A. History No change 6,661 1,036 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 08, 2026
PDT Partners, LLC History No change 6,467 1,006 0.05% 0.05% 160 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 6,200 964 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 5,970 928 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 5,587 869 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 5,176 805 0.0% 0.0% 164 0 0.0% Q2 2026 Sep 22, 2026
Total Wealth Planning & Management, Inc. History No change 5,029 782 0.53% 0.53% 165 0 0.0% Q2 2026 Jul 28, 2026
RBF Capital, LLC History No change 5,000 777 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 4,992 777 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 5,102 768 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 15, 2026
Freestone Grove Partners LP History No change 4,644 722 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Ellevest, Inc. History No change 4,495 696 0.08% 0.08% 170 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History No change 4,450 692 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 03, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,444 691 0.11% 0.11% 172 0 0.0% Q2 2026 Aug 04, 2026
Composition Wealth, LLC History No change 4,278 665 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 22, 2026
Prospera Financial Services Inc History No change 4,206 654 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 15, 2026
Harvest Portfolios Group Inc. History No change 4,063 632 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 3,930 611 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 05, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,600 560 0.12% 0.12% 177 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 3,544 551 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 3,533 549 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 3,489 542 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Financial Partners, Inc. History No change 3,349 521 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,220 500 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 07, 2026
Carrera Capital Advisors History No change 3,205 498 0.07% 0.07% 183 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 3,083 478 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 3,071 477 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 3,032 471 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History No change 3,012 468 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 31, 2026
FCA CORP /TX History No change 3,000 466 0.11% 0.11% 188 0 0.0% Q2 2026 Aug 11, 2026
LEUTHOLD GROUP, LLC History No change 2,939 457 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History No change 2,912 453 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 03, 2026
SEVEN MILE ADVISORY History No change 2,909 452 0.3% 0.3% 191 0 0.0% Q2 2026 Aug 13, 2026
Inscription Capital, LLC History No change 2,864 445 0.04% 0.04% 192 0 0.0% Q2 2026 Aug 13, 2026
MANGROVE PARTNERS IM, LLC History No change 2,823 439 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 2,802 435 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 3,148 427 0.01% 0.01% 195 0 0.0% Q2 2026 Jul 29, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 2,689 418 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 22, 2026
Federation des caisses Desjardins du Quebec History No change 2,640 410 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 2,629 408 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 04, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 3,094 407 0.01% 0.01% 199 +892 40.51% Q3 2026 Oct 01, 2026
Summit Financial, LLC History No change 2,601 404 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 12, 2026
Ruane, Cunniff & Goldfarb L.P. History No change 2,555 397 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 2,545 395 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 2,465 383 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,403 373 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,270 353 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,274 350 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 2,231 347 0.09% 0.09% 207 0 0.0% Q2 2026 Aug 07, 2026
WBI INVESTMENTS, LLC History No change 2,157 335 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 11, 2026
R Squared Ltd History No change 2,122 330 0.17% 0.17% 209 0 0.0% Q2 2026 Aug 05, 2026
Severin Investments, LLC History No change 2,109 328 0.25% 0.25% 210 0 0.0% Q2 2026 Aug 14, 2026
LightSquare Wealth Management, LLC History No change 2,045 318 0.22% 0.22% 211 0 0.0% Q2 2026 Aug 03, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 2,024 314 0.09% 0.09% 212 0 0.0% Q2 2026 Aug 14, 2026
Resurgent Financial Advisors LLC History No change 2,000 311 0.09% 0.09% 213 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 1,940 301 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 11, 2026
Retirement Planning Co of New England, Inc. History No change 1,872 291 0.1% 0.1% 215 0 0.0% Q2 2026 Jul 30, 2026
Ashton Thomas Private Wealth, LLC History No change 1,777 276 0.01% 0.01% 216 0 0.0% Q2 2026 Jul 29, 2026
State of Alaska, Department of Revenue History No change 1,771 275 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 20, 2026
Creative Planning History No change 1,763 274 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 1,768 274 0.0% 0.0% 219 0 0.0% Q2 2026 Jul 20, 2026
IPG Investment Advisors LLC History No change 1,760 273 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History No change 1,709 265 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 03, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,708 265 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 1,682 261 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 21, 2026
Aaron Wealth Advisors LLC History No change 1,652 257 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 16, 2026
Focus Financial Network, Inc. History No change 1,608 250 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 09, 2026
Optimist Retirement Group LLC History No change 1,596 248 0.1% 0.1% 226 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 1,564 243 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 28, 2026
Kera Capital Partners, Inc. History No change 1,567 243 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 14, 2026
Karras Company, Inc. History No change 1,564 243 0.22% 0.22% 229 0 0.0% Q2 2026 Jul 23, 2026
Baker Avenue Asset Management, LP History No change 1,562 242 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 28, 2026
Holistic Financial Partners History No change 1,555 241 0.15% 0.15% 231 0 0.0% Q2 2026 Jul 23, 2026
GAM Holding AG History No change 1,500 233 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 1,503 233 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 07, 2026
Hoxton Planning & Management, LLC History No change 1,480 230 0.06% 0.06% 234 0 0.0% Q2 2026 Jul 16, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,460 227 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 1,442 224 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 1,427 221 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 1,395 216 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 1,325 206 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 1,264 196 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 1,369 180 0.02% 0.02% 241 +172 14.37% Q3 2026 Oct 01, 2026
State of Wyoming History No change 1,150 178 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 1,133 176 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 06, 2026
Measured Wealth Private Client Group, LLC History No change 1,121 174 0.04% 0.04% 244 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 1,030 160 0.01% 0.01% 245 0 0.0% Q2 2026 Jul 24, 2026
Arax Advisory Partners History No change 1,006 156 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 919 142 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History No change 892 138 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 831 129 0.0% 0.0% 249 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 803 124 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 746 116 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 701 109 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 04, 2026
Catalyst Capital Advisors LLC History No change 700 108 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 24, 2026
ASSETMARK, INC History No change 625 97 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 620 96 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 587 91 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 570 88 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 20, 2026
Evelyn Partners Group Ltd History No change 528 82 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 07, 2026
Center for Financial Planning, Inc. History No change 516 80 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 481 74 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 22, 2026
US BANCORP \DE\ History No change 453 70 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 443 68 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 423 64 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 403 63 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Bell Investment Advisors, Inc History No change 409 63 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 354 55 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 10, 2026
Legal & General Group Plc History No change 330 51 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 327 50 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History No change 322 50 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 23, 2026
TOTH FINANCIAL ADVISORY CORP History No change 300 46 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 14, 2026
SJS Investment Consulting Inc. History No change 292 45 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 22, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 278 42 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 07, 2026
PenderFund Capital Management Ltd. History No change 270 42 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 14, 2026
Accent Capital Management, LLC History No change 200 31 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 184 28 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 167 25 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History No change 142 22 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 17, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 129 20 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 117 19 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 122 18 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History No change 105 16 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 98 15 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
Core Alternative Capital History No change 100 15 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 102 15 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 78 12 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 81 12 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 06, 2026
Allied Private Wealth LLC History No change 80 11 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 62 9 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 07, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 51 7 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 50 7 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 28, 2026
GoalVest Advisory LLC History New 52 6 0.0% — 295 +52 New Q3 2026 Oct 02, 2026
JFS WEALTH ADVISORS, LLC History No change 43 6 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Family Office, LLC History No change 40 6 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 20, 2026
Signature Equity Partners, LLC History No change 41 6 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 44 6 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 36 5 0.0% 0.0% 296 0 0.0% Q2 2026 Sep 02, 2026
Cornerstone Planning Group LLC History No change 39 5 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History No change 26 4 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 27 4 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 22 3 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 22 3 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 23, 2026
1620 INVESTMENT ADVISORS, INC. History No change 25 3 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 14, 2026
Park Square Financial Group, LLC History No change 23 3 0.03% 0.03% 303 0 0.0% Q2 2026 Jul 31, 2026
MATHER GROUP, LLC. History No change 18 2 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 16 2 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Advisory Services, LLC History No change 15 2 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Rossby Financial, LCC History No change 14 2 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 17 2 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 4 1 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 10 1 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 11, 2026
Bay Harbor Wealth Management, LLC History No change 7 1 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 28, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 7 1 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 04, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 11 1 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
Creative Capital Management Investments LLC History No change 12 1 0.0% 0.0% 314 0 0.0% Q2 2026 Jul 24, 2026
Quarry LP History No change 7 1 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 11 1 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 27, 2026
HFM Investment Advisors, LLC History No change 8 1 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CKW FINANCIAL GROUP History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Twin Lakes Capital Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
DiNuzzo Private Wealth, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
LRI Investments, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Silver Grove Financial Group, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026