Cerence Inc. - CRNC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 4,543,146 51,428 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 2,511,992 28,435 0.77% 0.77% 2 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CAPITAL MANAGEMENT INC History No change 2,407,398 27,251 1.22% 1.22% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,838,294 20,809 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,648,666 18,662 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
No Street GP LP History No change 1,525,000 17,263 1.04% 1.04% 6 0 0.0% Q2 2026 Aug 14, 2026
One Fin Capital Management LP History No change 1,430,000 16,187 5.23% 5.23% 7 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,405,342 15,907 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 1,342,253 15,194 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 1,279,897 14,488 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,247,831 14,125 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,173,500 13,287 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,167,759 12,786 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 807,773 9,143 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 777,200 8,797 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 772,317 8,736 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 731,400 8,279 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 716,669 8,112 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 579,462 6,559 0.0% 0.0% 19 0 0.0% Q2 2026 Sep 02, 2026
MARSHALL WACE, LLP History No change 545,186 6,171 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 521,331 5,901 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 388,882 4,402 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 380,622 4,308 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 372,581 4,217 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 371,828 4,209 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 343,020 3,882 0.03% 0.03% 26 0 0.0% Q2 2026 Jul 27, 2026
Bank of New York Mellon Corp History No change 315,934 3,576 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
GLOBEFLEX CAPITAL L P History No change 308,748 3,495 0.45% 0.45% 28 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 307,006 3,475 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 292,947 3,316 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 292,100 3,306 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 283,986 3,274 0.16% 0.16% 32 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 262,568 2,972 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 260,427 2,948 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 251,272 2,844 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 241,305 2,731 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 214,328 2,426 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 210,693 2,385 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 194,453 2,201 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 157,321 1,780 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 153,430 1,736 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 144,468 1,636 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 144,000 1,630 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 142,979 1,618 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 140,433 1,589 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 134,053 1,517 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 120,297 1,305 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
Crawford Fund Management, LLC History No change 107,000 1,211 0.19% 0.19% 48 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 104,104 1,178 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 06, 2026
BANK OF AMERICA CORP /DE/ History No change 103,700 1,173 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 101,600 1,150 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 98,705 1,117 0.0% 0.0% 52 0 0.0% Q2 2026 Jul 27, 2026
Point72 Asset Management, L.P. History No change 97,351 1,102 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 90,400 1,023 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 03, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 88,851 1,005 0.13% 0.13% 55 0 0.0% Q2 2026 Jul 20, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 84,239 953 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 82,127 929 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 79,570 900 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 76,530 866 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 75,101 850 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 72,611 821 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 71,252 806 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 69,238 783 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 65,918 746 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 63,964 724 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 63,314 716 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
Numerai GP LLC History No change 62,844 711 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 14, 2026
Ares Systematic Credit Ltd History No change 61,428 695 0.42% 0.42% 68 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 57,320 649 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 56,077 634 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 54,874 621 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 50,092 524 0.0% 0.0% 72 0 0.0% Q2 2026 Jul 15, 2026
Aquatic Capital Management LLC History No change 44,172 500 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 43,899 497 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Themes Management Co LLC History No change 43,960 497 0.33% 0.33% 75 0 0.0% Q2 2026 Jul 21, 2026
PINNACLE ASSOCIATES LTD History No change 43,650 494 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 03, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 40,506 458 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 39,895 451 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 38,781 439 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 19, 2026
Cerity Partners LLC History No change 35,640 403 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 35,443 401 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 06, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 32,665 369 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 10, 2026
Integrated Quantitative Investments LLC History No change 32,588 368 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 30,118 340 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 28,743 325 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 50,720 320 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Almanack Investment Partners, LLC. History No change 26,845 303 0.04% 0.04% 87 0 0.0% Q2 2026 Jul 30, 2026
Campbell & CO Investment Adviser LLC History No change 26,672 301 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 03, 2026
GROUP ONE TRADING LLC History No change 25,299 286 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 25,329 286 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 23,945 271 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 23,066 261 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 22,800 258 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 22,843 258 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 21,115 239 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 08, 2026
CITIGROUP INC History No change 20,705 234 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 03, 2026
K2 PRINCIPAL FUND, L.P. History No change 20,000 226 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 18,544 209 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 17,809 201 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 17,156 194 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 13, 2026
Wealthcare Advisory Partners LLC History No change 17,084 193 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 09, 2026
Olympiad Research LP History No change 17,046 192 0.4% 0.4% 102 0 0.0% Q2 2026 Jul 24, 2026
SEI INVESTMENTS CO History No change 16,440 186 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 15,290 172 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 15,149 171 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 07, 2026
Leonteq Securities AG History No change 14,150 160 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 27, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 13,932 157 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 13,154 148 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,952 146 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 12,326 139 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 12,339 139 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,928 135 0.0% 0.0% 112 0 0.0% Q2 2026 Sep 09, 2026
Cornerstone Wealth Management, LLC History No change 11,793 133 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 22, 2026
Mosley Wealth Management History No change 11,608 131 0.04% 0.04% 114 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 11,549 130 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 29, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 11,516 130 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 11,479 129 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,378 128 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Personalized Indexing Management, LLC History No change 11,160 126 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 11,095 125 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 10,939 123 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 10,700 121 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 10,308 116 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 8,029 90 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 7,750 87 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 7,221 81 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 6,730 76 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 6,797 76 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 6,560 74 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 22, 2026
Legal & General Group Plc History No change 4,331 49 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,436 47 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 3,358 38 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 3,364 38 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Asset Management, LLC History No change 2,950 33 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History No change 2,513 28 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 2,501 28 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 2,368 26 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History No change 1,910 21 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,676 18 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 17, 2026
True Wealth Design, LLC History No change 1,613 18 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History No change 1,518 17 0.0% 0.0% 141 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 1,553 17 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 11, 2026
Community Financial Services Group, LLC History No change 1,270 14 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 09, 2026
Rockefeller Capital Management L.P. History No change 1,221 13 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 1,213 13 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 991 11 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 1,038 11 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 10, 2026
Truvestments Capital LLC History No change 900 10 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 807 9 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 867 9 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 705 7 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 14, 2026
Sterling Capital Management LLC History No change 621 7 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 28, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 615 6 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 24, 2026
NewEdge Advisors, LLC History No change 565 6 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 457 5 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 06, 2026
Asset Dedication, LLC History No change 521 5 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 30, 2026
Hurley Capital, LLC History No change 470 5 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 348 3 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 294 3 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 313 3 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 314 3 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
Purpose Unlimited Inc. History No change 285 3 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 200 2 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 159 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 81 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 16, 2026
MCF Advisors LLC History No change 159 1 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
NVWM, LLC History No change 100 1 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 94 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Peterson Wealth Services History No change 100 1 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 130 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Fourth Dimension Wealth, LLC History No change 119 1 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 31, 2026
Wealth Enhancement Trust Services, Inc. History No change 140 1 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Financial Management LLC History No change 167 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 28, 2026
Basecamp Wealth Advisors LLC History No change 94 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Closed out 0 0 — 0.0% — -1,281 -100.0% Q3 2026 Oct 01, 2026
FIFTH THIRD BANCORP History No change 42 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 66 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 75 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 62 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Marquette Asset Management, LLC History No change 74 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Parkside Financial Bank & Trust History No change 60 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
TD Capital Management LLC History No change 59 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 34 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Crewe Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Core Capital Management & Research, inc. History No change 117 0 — — — 0 0.0% Q2 2026 Sep 09, 2026
Key FInancial Inc History No change 12 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 72 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 56 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Covestor Ltd History No change 23 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
JPL Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Accordant Advisory Group Inc History No change 62 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 62 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 58 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Noble Wealth Management PBC History No change 44 0 — — — 0 0.0% Q3 2026 Oct 01, 2026
Boreal Capital Management LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 75 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 25 0 — — — 0 0.0% Q2 2026 Aug 10, 2026