CARPENTER TECHNOLOGY CORP - CRS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 6,216,560 3,834,623 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 4,184,698 2,581,289 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,161,324 1,333,191 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,113,945 1,303,965 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,907,172 1,176,419 0.03% 0.03% 5 0 0.0% Q2 2026 Sep 22, 2026
Invesco Ltd. History No change 1,579,110 974,058 0.08% 0.08% 6 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,459,426 900,232 0.31% 0.31% 7 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 1,192,686 735,696 0.44% 0.44% 8 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 1,183,109 719,573 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,005,377 620,303 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 12, 2026
LONE PINE CAPITAL LLC History No change 962,839 593,917 3.63% 3.63% 11 0 0.0% Q2 2026 Aug 14, 2026
SANDS CAPITAL MANAGEMENT, LLC History No change 786,150 484,928 1.8% 1.8% 12 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 745,021 459,558 0.04% 0.04% 13 0 0.0% Q2 2026 Aug 14, 2026
SurgoCap Partners LP History No change 686,473 423,444 13.69% 13.69% 14 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 611,056 376,923 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 608,722 375,486 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 513,898 316,992 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 506,167 312,224 0.05% 0.05% 18 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 449,556 277,304 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 439,596 271,160 0.78% 0.78% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 437,607 269,933 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 421,977 260,279 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 424,827 259,212 0.4% 0.4% 23 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 398,128 245,575 0.29% 0.29% 24 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 389,421 240,210 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 374,898 231,252 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 341,464 210,628 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 332,607 205,165 0.62% 0.62% 28 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 318,731 196,606 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 314,483 193,985 0.44% 0.44% 30 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 314,082 193,738 0.63% 0.63% 31 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 313,511 193,386 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 300,227 185,192 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 462,590 182,329 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 292,427 180,381 0.25% 0.25% 35 0 0.0% Q2 2026 Aug 12, 2026
TimesSquare Capital Management, LLC History No change 291,622 179,884 2.65% 2.65% 36 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 287,758 177,500 0.16% 0.16% 37 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 277,217 170,998 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 258,363 159,334 0.05% 0.05% 39 0 0.0% Q2 2026 Aug 03, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 249,050 151,180 0.27% 0.27% 40 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 236,798 146,066 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 236,016 145,584 0.28% 0.28% 42 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 234,914 144,904 0.02% 0.02% 43 0 0.0% Q2 2026 Sep 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 234,367 144,566 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 13, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 227,203 140,147 0.81% 0.81% 45 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 225,829 139,300 0.03% 0.03% 46 0 0.0% Q2 2026 Aug 13, 2026
Third Point LLC History No change 215,000 132,620 2.83% 2.83% 47 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History No change 212,183 130,882 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 189,082 116,633 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 188,604 116,338 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 07, 2026
SAMLYN CAPITAL, LLC History No change 183,069 112,924 1.84% 1.84% 51 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 175,990 108,930 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 171,272 105,647 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 14, 2026
XN LP History No change 171,170 105,584 2.78% 2.78% 54 0 0.0% Q2 2026 Aug 14, 2026
Forest Avenue Capital Management LP History No change 164,219 101,296 4.25% 4.25% 55 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 154,675 95,409 0.08% 0.08% 56 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 152,056 93,794 0.07% 0.07% 57 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 144,379 89,058 0.07% 0.07% 58 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 144,275 88,994 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 129,491 79,875 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 126,812 78,222 0.02% 0.02% 61 0 0.0% Q2 2026 Sep 23, 2026
Square Wave Capital, LLC History No change 123,800 76,364 11.39% 11.39% 62 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 122,460 75,538 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
ADVENT INTERNATIONAL, L.P. History No change 119,592 73,769 0.42% 0.42% 64 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 114,509 70,633 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 112,699 69,517 0.28% 0.28% 66 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 112,274 69,255 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 04, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History No change 107,138 66,087 2.12% 2.12% 68 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 104,168 64,254 0.15% 0.15% 69 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 104,162 64,251 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 103,306 63,723 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 14, 2026
BOWEN HANES & CO INC History No change 160,000 63,064 1.54% 1.54% 72 0 0.0% Q2 2026 Aug 13, 2026
Granahan Investment Management, LLC History No change 96,981 59,821 2.13% 2.13% 73 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 95,820 59,105 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 11, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 93,273 57,534 1.19% 1.19% 75 0 0.0% Q2 2026 Aug 14, 2026
Bornite Capital Management LP History No change 90,220 55,651 7.0% 7.0% 76 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 90,007 55,519 0.11% 0.11% 77 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 89,362 55,122 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 81,600 50,334 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 06, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 80,488 49,648 0.46% 0.46% 80 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 79,661 49,138 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 76,891 47,429 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 76,415 47,135 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 73,424 45,288 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 71,264 43,959 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 69,216 42,016 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History No change 67,571 41,680 0.13% 0.13% 87 0 0.0% Q2 2026 Jul 28, 2026
IEQ CAPITAL, LLC History No change 67,258 41,487 0.19% 0.19% 88 0 0.0% Q2 2026 Aug 11, 2026
Tyro Capital Management LLC History No change 65,197 40,216 9.02% 9.02% 89 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 64,348 39,691 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 57,722 35,605 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 54,945 33,892 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 24, 2026
Night Owl Capital Management, LLC History No change 53,214 32,824 3.44% 3.44% 93 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 53,096 32,751 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 52,887 32,622 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 52,674 32,491 0.14% 0.14% 96 0 0.0% Q2 2026 Aug 13, 2026
NAVELLIER & ASSOCIATES INC History No change 52,573 32,428 2.57% 2.57% 97 0 0.0% Q2 2026 Aug 04, 2026
ALGERT GLOBAL LLC History No change 52,451 32,353 0.38% 0.38% 98 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 52,272 32,243 0.25% 0.25% 99 0 0.0% Q2 2026 Aug 12, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 82,280 31,992 0.21% 0.31% 100 +1,501 1.86% Q3 2026 Oct 06, 2026
Jump Financial, LLC History No change 51,602 31,830 0.26% 0.26% 101 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 51,355 31,677 0.49% 0.49% 102 0 0.0% Q2 2026 Aug 14, 2026
Intrinsic Edge Capital Management LLC History No change 50,230 30,983 3.2% 3.2% 103 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 48,856 30,136 0.12% 0.12% 104 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 45,657 28,162 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 45,148 27,849 0.05% 0.05% 106 0 0.0% Q2 2026 Jul 23, 2026
Nicholas Investment Partners, LP History No change 43,653 26,926 1.52% 1.52% 107 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 43,400 26,770 0.03% 0.03% 108 0 0.0% Q2 2026 Jul 29, 2026
Daiwa Securities Group Inc. History No change 43,031 26,543 0.05% 0.05% 109 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 42,871 26,445 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Dorsey Wright & Associates History No change 42,772 26,383 4.47% 4.47% 111 0 0.0% Q2 2026 Aug 06, 2026
Brevan Howard Capital Management LP History No change 41,535 25,620 0.19% 0.19% 112 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 39,988 24,666 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 39,170 24,161 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 39,111 24,126 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 12, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 38,489 23,741 1.26% 1.26% 116 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 38,352 23,656 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 38,062 23,513 0.03% 0.03% 118 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,835 23,338 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 36,506 22,518 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 36,083 22,257 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 14, 2026
Oribel Capital Management, LP History No change 34,400 21,219 0.64% 0.64% 122 0 0.0% Q2 2026 Aug 13, 2026
Junto Capital Management LP History No change 33,043 20,382 0.36% 0.36% 123 0 0.0% Q2 2026 Aug 14, 2026
SG Capital Management LLC History No change 32,464 20,025 1.65% 1.65% 124 0 0.0% Q2 2026 Aug 07, 2026
Erste Asset Management GmbH History No change 32,569 19,770 0.15% 0.15% 125 0 0.0% Q2 2026 Jul 28, 2026
Arvin Capital Management LP History No change 31,801 19,616 2.56% 2.56% 126 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 31,595 19,489 0.03% 0.03% 127 0 0.0% Q2 2026 Aug 12, 2026
KEYSTONE INVESTORS PTE LTD History No change 31,165 19,223 1.03% 1.03% 128 0 0.0% Q2 2026 Aug 14, 2026
Kinetic Partners Management, LP History No change 31,000 19,122 0.46% 0.46% 129 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 30,459 18,762 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 34,007 18,312 0.03% 0.03% 131 0 0.0% Q2 2026 Jul 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 29,683 18,309 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 06, 2026
Hodges Capital Management Inc. History No change 29,562 18,235 1.21% 1.21% 133 0 0.0% Q2 2026 Aug 03, 2026
PANAGORA ASSET MANAGEMENT INC History No change 28,857 17,800 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 28,798 17,763 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 19, 2026
Tidal Investments LLC History No change 28,376 17,503 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 13, 2026
Buckland Partners Management Co LLC History No change 28,000 17,271 8.46% 8.46% 137 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 27,617 17,035 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 03, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 27,536 16,992 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 05, 2026
1492 Capital Management LLC History No change 27,425 16,916 4.99% 4.99% 140 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 27,357 16,874 0.01% 0.01% 141 0 0.0% Q2 2026 Sep 09, 2026
Renaissance Investment Group LLC History No change 27,296 16,837 3.31% 3.31% 142 0 0.0% Q2 2026 Jul 08, 2026
Janney Montgomery Scott LLC History No change 26,234 16,182 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 05, 2026
CHASE INVESTMENT COUNSEL CORP History No change 26,168 16,141 3.41% 3.41% 144 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 25,987 16,030 0.04% 0.04% 145 0 0.0% Q2 2026 Jul 27, 2026
MetLife Investment Management, LLC History No change 25,795 15,911 0.07% 0.07% 146 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 25,489 15,722 0.24% 0.24% 147 0 0.0% Q2 2026 Aug 13, 2026
Treasurer of the State of North Carolina History No change 24,584 15,164 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 24,230 14,946 0.46% 0.46% 149 0 0.0% Q2 2026 Jul 30, 2026
ORSER CAPITAL MANAGEMENT, LLC History No change 24,058 14,839 7.36% 7.36% 150 0 0.0% Q2 2026 Jul 07, 2026
AMALGAMATED BANK History No change 23,565 14,536 0.1% 0.1% 151 0 0.0% Q2 2026 Jul 23, 2026
BNP Paribas Asset Management Holding S.A. History No change 23,159 14,285 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 22,428 13,834 1.17% 1.17% 153 0 0.0% Q2 2026 Aug 14, 2026
Aventail Capital Group, LP History No change 22,319 13,767 0.79% 0.79% 154 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 22,271 13,737 0.06% 0.06% 155 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,762 13,423 0.1% 0.1% 156 0 0.0% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History No change 21,206 13,080 0.11% 0.11% 157 0 0.0% Q2 2026 Jul 27, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 21,201 13,077 0.04% 0.04% 158 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 21,188 13,057 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Overbrook Management Corp History Reduced 33,568 13,051 2.03% 3.28% 160 -1,686 -4.78% Q3 2026 Oct 08, 2026
Mountaineer Partners Management, LLC History No change 20,894 12,888 9.76% 9.76% 161 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 20,549 12,675 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 20,438 12,606 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 20,268 12,502 0.05% 0.05% 164 0 0.0% Q2 2026 Aug 14, 2026
RH Tailwind Management, LLC History No change 20,200 12,460 1.21% 1.21% 165 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 20,132 12,418 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 20,121 12,392 0.03% 0.03% 167 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,767 12,289 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 19,558 12,064 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 19,337 11,927 0.01% 0.01% 170 0 0.0% Q2 2026 Sep 02, 2026
Baird Financial Group, Inc. History No change 19,156 11,816 0.02% 0.02% 171 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 19,086 11,773 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 05, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 18,676 11,520 0.48% 0.48% 173 0 0.0% Q2 2026 Jul 23, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 18,447 11,378 0.11% 0.11% 174 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 18,209 11,232 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 17,818 10,990 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 07, 2026
Handelsbanken Fonder AB History No change 17,240 10,634 0.03% 0.03% 177 0 0.0% Q2 2026 Jul 10, 2026
Phocas Financial Corp. History No change 17,154 10,581 1.47% 1.47% 178 0 0.0% Q2 2026 Jul 30, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 15,729 9,702 0.07% 0.07% 179 0 0.0% Q2 2026 Aug 12, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY History No change 15,600 9,622 0.26% 0.26% 180 0 0.0% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 15,583 9,612 0.41% 0.41% 181 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 15,456 9,533 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 15,214 9,384 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 29, 2026
State of New Jersey Common Pension Fund D History No change 15,110 9,320 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History No change 14,946 9,219 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 14,538 8,967 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 14,500 8,944 0.13% 0.13% 187 0 0.0% Q2 2026 Jul 21, 2026
Mezzasalma Advisors, LLC History No change 14,481 8,932 1.79% 1.79% 188 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 14,370 8,863 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 14,257 8,794 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 11, 2026
JB Capital LLC History No change 14,104 8,699 0.3% 0.3% 191 0 0.0% Q2 2026 Jul 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 13,926 8,590 0.1% 0.1% 192 0 0.0% Q2 2026 Jul 16, 2026
Walleye Trading LLC History No change 13,900 8,574 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 03, 2026
CVFG LLC History No change 13,855 8,546 0.9% 0.9% 194 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 13,596 8,386 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 13,569 8,369 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 12, 2026
Strengthening Families & Communities, LLC History No change 13,531 8,346 1.86% 1.86% 197 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 13,527 8,343 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 13,502 8,329 0.02% 0.02% 199 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 13,484 8,317 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 05, 2026
SeaTown Holdings Pte. Ltd. History No change 13,445 8,293 4.98% 4.98% 201 0 0.0% Q2 2026 Jul 24, 2026
Arizona State Retirement System History No change 13,057 8,054 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 07, 2026
ICON ADVISERS INC/CO History No change 13,000 8,018 1.51% 1.51% 203 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 12,689 7,826 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 13, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History No change 12,664 7,811 0.99% 0.99% 205 0 0.0% Q2 2026 Aug 13, 2026
ZACKS INVESTMENT MANAGEMENT History No change 12,482 7,700 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 12,482 7,699 0.05% 0.05% 207 0 0.0% Q2 2026 Aug 25, 2026
CIBC WORLD MARKET INC. History No change 12,325 7,602 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 12,143 7,490 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 12,237 7,463 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 12,033 7,420 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 11,895 7,337 0.04% 0.04% 212 0 0.0% Q2 2026 Jul 17, 2026
Lisanti Capital Growth, LLC History No change 11,665 7,195 1.58% 1.58% 213 0 0.0% Q2 2026 Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 11,600 7,155 0.03% 0.03% 214 0 0.0% Q2 2026 Jul 30, 2026
New Age Alpha Advisors, LLC History No change 11,492 7,088 0.3% 0.3% 215 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 11,177 6,894 0.08% 0.08% 216 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 10,995 6,782 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 10,984 6,775 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 10,900 6,723 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 12, 2026
Temasek Holdings (Private) Ltd History No change 10,833 6,682 0.02% 0.02% 220 0 0.0% Q2 2026 Aug 07, 2026
XPONANCE LLC History No change 10,815 6,671 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 10,516 6,486 0.08% 0.08% 222 0 0.0% Q2 2026 Aug 05, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 10,500 6,477 0.16% 0.16% 223 0 0.0% Q2 2026 Jul 29, 2026
Y-Intercept (Hong Kong) Ltd History No change 10,309 6,359 0.13% 0.13% 224 0 0.0% Q2 2026 Jul 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 10,260 6,328 0.07% 0.07% 225 0 0.0% Q2 2026 Jul 28, 2026
GREAT LAKES ADVISORS, LLC History No change 10,224 6,306 0.05% 0.05% 226 0 0.0% Q2 2026 Aug 10, 2026
Rafferty Asset Management, LLC History No change 10,064 6,207 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 14, 2026
EULAV Asset Management History No change 10,002 6,169 0.2% 0.2% 228 0 0.0% Q2 2026 Jul 29, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 10,000 6,168 0.53% 0.53% 229 0 0.0% Q2 2026 Aug 07, 2026
CREDIT AGRICOLE S A History No change 10,000 6,168 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
HANCOCK WHITNEY CORP History No change 9,890 6,100 0.1% 0.1% 231 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 9,847 6,074 0.5% 0.5% 232 0 0.0% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History No change 9,723 5,997 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History No change 9,665 5,961 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 9,458 5,833 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 9,403 5,822 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 14, 2026
COOKSON PEIRCE & CO INC History No change 9,352 5,768 0.19% 0.19% 237 0 0.0% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History No change 9,144 5,640 0.15% 0.15% 238 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 8,993 5,547 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 13, 2026
Future Fund LLC History No change 8,781 5,416 1.55% 1.55% 240 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 8,731 5,385 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 8,640 5,329 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 11, 2026
Guided Capital Wealth Management, LLC History No change 8,481 5,231 3.06% 3.06% 243 0 0.0% Q2 2026 Jul 24, 2026
Atria Investments, Inc History No change 8,445 5,209 0.05% 0.05% 244 0 0.0% Q2 2026 Jul 28, 2026
Federation des caisses Desjardins du Quebec History No change 8,345 5,147 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 8,339 5,143 0.03% 0.03% 246 0 0.0% Q2 2026 Sep 08, 2026
USS Investment Management Ltd History No change 8,300 5,116 0.02% 0.02% 247 0 0.0% Q2 2026 Aug 11, 2026
PEAK6 LLC History No change 8,269 5,100 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 8,237 5,080 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
Silvant Capital Management LLC History No change 8,108 5,001 0.15% 0.15% 250 0 0.0% Q2 2026 Aug 11, 2026
GLOBEFLEX CAPITAL L P History No change 7,937 4,895 0.63% 0.63% 251 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 7,901 4,873 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 7,809 4,816 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 7,797 4,809 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 8,125 4,714 0.08% 0.08% 255 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,125 4,714 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 29, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 7,602 4,689 0.7% 0.7% 257 0 0.0% Q2 2026 Jul 20, 2026
Havemeyer Place LP History No change 7,573 4,671 0.46% 0.46% 258 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 7,566 4,667 0.13% 0.13% 259 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 7,463 4,603 0.04% 0.04% 260 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 7,397 4,562 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 28, 2026
Pictet Asset Management Holding SA History No change 7,385 4,555 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 30, 2026
DEUTSCHE BANK AG\ History No change 7,276 4,488 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 07, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 7,000 4,317 0.57% 0.57% 264 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 6,927 4,272 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
H Squared Management LP History No change 6,900 4,256 2.72% 2.72% 266 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 6,858 4,230 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 27, 2026
Pacer Advisors, Inc. History No change 6,786 4,186 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 13, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 6,756 4,167 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 04, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 6,523 4,023 0.06% 0.06% 270 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History No change 6,512 4,016 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 21, 2026
SteelPeak Wealth, LLC History No change 6,452 3,979 0.1% 0.1% 272 0 0.0% Q2 2026 Jul 13, 2026
Monument Capital Management History No change 6,430 3,966 0.8% 0.8% 273 0 0.0% Q2 2026 Jul 22, 2026
Virtue Capital Management, LLC History No change 6,345 3,913 0.52% 0.52% 274 0 0.0% Q2 2026 Aug 05, 2026
PVG ASSET MANAGEMENT CORP History No change 6,301 3,886 2.24% 2.24% 275 0 0.0% Q2 2026 Jul 01, 2026
VestGen Advisors, LLC History No change 6,284 3,876 0.11% 0.11% 276 0 0.0% Q2 2026 Aug 11, 2026
Regency Capital Management Inc.\DE History No change 6,207 3,828 1.52% 1.52% 277 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 6,172 3,806 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 06, 2026
Catalyst Funds Management Pty Ltd History No change 6,160 3,799 0.21% 0.21% 279 0 0.0% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 6,137 3,785 0.05% 0.05% 280 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 6,135 3,784 0.09% 0.09% 281 0 0.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History No change 6,125 3,778 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 5,976 3,685 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 20, 2026
Fiduciary Alliance LLC History No change 5,903 3,641 0.25% 0.25% 284 0 0.0% Q2 2026 Jul 20, 2026
Ethic Inc. History No change 5,888 3,632 0.05% 0.05% 285 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 5,872 3,622 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 5,862 3,615 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 5,832 3,597 0.19% 0.19% 288 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 5,823 3,591 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
Pier Capital, LLC History No change 5,789 3,570 0.47% 0.47% 290 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,766 3,556 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 23, 2026
SIMPLEX TRADING, LLC History No change 5,700 3,515 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 5,691 3,510 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 5,511 3,399 0.06% 0.06% 294 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History No change 5,488 3,385 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 28, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 5,455 3,364 1.77% 1.77% 296 0 0.0% Q2 2026 Jul 29, 2026
ALLSTATE CORP History No change 5,431 3,350 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 5,429 3,348 0.07% 0.07% 298 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 5,402 3,332 0.03% 0.03% 299 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 5,322 3,283 0.04% 0.04% 300 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 5,316 3,279 0.07% 0.07% 301 0 0.0% Q2 2026 Jul 29, 2026
Amundi History No change 5,296 3,266 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 11, 2026
One Capital Management, LLC History No change 8,280 3,263 0.09% 0.09% 303 0 0.0% Q2 2026 Aug 13, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 5,273 3,252 2.39% 2.39% 304 0 0.0% Q2 2026 Aug 07, 2026
INGALLS & SNYDER LLC History No change 5,200 3,208 0.09% 0.09% 305 0 0.0% Q2 2026 Aug 14, 2026
Baader Bank Aktiengesellschaft History No change 5,200 3,207 0.24% 0.24% 306 0 0.0% Q2 2026 Jul 23, 2026
Verition Fund Management LLC History No change 5,114 3,154 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 5,039 3,108 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 5,018 3,095 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History No change 5,008 3,089 0.09% 0.09% 310 0 0.0% Q2 2026 Jul 08, 2026
TD ASSET MANAGEMENT INC History No change 4,992 3,079 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 04, 2026
Brookstone Capital Management History No change 4,989 3,077 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 15, 2026
AGP FRANKLIN, LLC History No change 4,963 3,061 1.33% 1.33% 313 0 0.0% Q2 2026 Jul 30, 2026
Arax Advisory Partners History No change 4,940 3,047 0.02% 0.02% 314 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,898 3,021 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 4,869 3,003 0.03% 0.03% 316 0 0.0% Q2 2026 Jul 20, 2026
BLAIR WILLIAM & CO/IL History No change 4,841 2,986 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 11, 2026
Sanctuary Advisors, LLC History No change 4,828 2,978 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 4,819 2,973 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 10, 2026
Penserra Capital Management LLC History No change 4,614 2,846 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,581 2,825 0.02% 0.02% 321 0 0.0% Q2 2026 Aug 11, 2026
VestGen Investment Management History No change 4,485 2,766 1.47% 1.47% 322 0 0.0% Q2 2026 Jul 31, 2026
ROMAN BUTLER FULLERTON & CO History No change 4,740 2,686 0.64% 0.64% 323 0 0.0% Q2 2026 Aug 06, 2026
NOMURA HOLDINGS INC History No change 4,348 2,682 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
TLWM History No change 4,338 2,675 0.44% 0.44% 325 0 0.0% Q2 2026 Jul 07, 2026
Pathway Financial Advisers, LLC History No change 4,334 2,672 0.67% 0.67% 326 0 0.0% Q2 2026 Jul 30, 2026
Sivia Capital Partners, LLC History No change 4,315 2,661 0.32% 0.32% 327 0 0.0% Q2 2026 Jul 23, 2026
SOROS FUND MANAGEMENT LLC History No change 4,308 2,657 0.03% 0.03% 328 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History No change 4,218 2,601 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 29, 2026
Chicago Partners Investment Group LLC History No change 4,272 2,569 0.05% 0.05% 330 0 0.0% Q2 2026 Jul 29, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 4,166 2,569 0.43% 0.43% 331 0 0.0% Q2 2026 Jul 08, 2026
HSBC HOLDINGS PLC History No change 4,198 2,565 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 6,545 2,544 0.21% 0.39% 333 -1,000 -13.25% Q3 2026 Oct 06, 2026
Neuberger Berman Group LLC History No change 4,013 2,475 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 3,968 2,447 0.05% 0.05% 335 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 3,955 2,439 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 16, 2026
Swiss Life Asset Management Ltd History No change 3,939 2,429 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 29, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 3,916 2,415 0.13% 0.13% 338 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 3,866 2,384 0.03% 0.03% 339 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 3,807 2,348 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 3,801 2,345 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 20, 2026
Private Advisor Group, LLC History No change 3,756 2,316 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 27, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 3,732 2,302 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 17, 2026
Americana Partners, LLC History No change 3,642 2,246 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 05, 2026
Atom Investors LP History No change 3,634 2,241 0.2% 0.2% 345 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 3,632 2,240 0.01% 0.01% 346 0 0.0% Q2 2026 Jul 17, 2026
Oak Thistle LLC History No change 3,603 2,222 0.21% 0.21% 347 0 0.0% Q2 2026 Jul 20, 2026
Machina Capital S.A.S. History No change 3,599 2,220 0.35% 0.35% 348 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management, LLC History No change 3,593 2,216 1.37% 1.37% 349 0 0.0% Q2 2026 Jul 22, 2026
Tribune Investment Group LP History No change 3,580 2,208 0.9% 0.9% 350 0 0.0% Q2 2026 Aug 13, 2026
Wealthstar Advisors, LLC History No change 3,556 2,193 0.64% 0.64% 351 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 3,545 2,186 0.11% 0.11% 352 0 0.0% Q2 2026 Jul 23, 2026
Vident Advisory, LLC History No change 3,487 2,150 0.02% 0.02% 353 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 3,473 2,142 0.15% 0.15% 354 0 0.0% Q2 2026 Aug 07, 2026
SummitTX Capital, L.P. History No change 3,378 2,083 0.05% 0.05% 355 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,377 2,082 0.03% 0.03% 356 0 0.0% Q2 2026 Jul 20, 2026
Aubrey Capital Management Ltd History No change 3,360 2,071 1.3% 1.3% 357 0 0.0% Q2 2026 Jul 28, 2026
L & S Advisors Inc History No change 3,314 2,044 0.21% 0.21% 358 0 0.0% Q2 2026 Aug 12, 2026
Storgate, LLC History No change 3,314 2,044 0.42% 0.42% 359 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,664 2,043 0.07% 0.07% 360 0 0.0% Q2 2026 Jul 23, 2026
JONES ROAD CAPITAL MANAGEMENT, L.P. History No change 3,300 2,035 4.15% 4.15% 361 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 3,278 2,022 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 29, 2026
Marshall Financial Group, LLC History No change 3,272 2,018 0.29% 0.29% 363 0 0.0% Q2 2026 Jul 17, 2026
Bright Futures Wealth Management, LLC. History No change 3,237 1,996 1.29% 1.29% 364 0 0.0% Q2 2026 Jul 24, 2026
Wakefield Asset Management LLLP History No change 3,194 1,970 0.44% 0.44% 365 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 3,059 1,886 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 04, 2026
Krilogy Financial LLC History No change 3,056 1,885 0.06% 0.06% 367 0 0.0% Q2 2026 Jul 27, 2026
NorthRock Partners, LLC History No change 3,039 1,874 0.03% 0.03% 368 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,034 1,871 0.03% 0.03% 369 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History No change 3,009 1,856 0.12% 0.12% 370 0 0.0% Q2 2026 Aug 04, 2026
Penobscot Investment Management Company, Inc. History No change 3,000 1,850 0.13% 0.13% 371 0 0.0% Q2 2026 Jul 24, 2026
Concentric Capital Strategies, LP History No change 2,977 1,836 0.1% 0.1% 372 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 2,971 1,832 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 2,916 1,798 0.02% 0.02% 374 0 0.0% Q2 2026 Aug 14, 2026
Fairvoy Private Wealth, LLC History No change 2,891 1,783 0.36% 0.36% 375 0 0.0% Q2 2026 Jul 17, 2026
PFG Advisors History No change 2,879 1,776 0.09% 0.09% 376 0 0.0% Q2 2026 Jul 16, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 2,862 1,765 0.02% 0.02% 377 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 2,854 1,760 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History New 4,500 1,749 0.33% — 379 +4,500 New Q3 2026 Oct 05, 2026
TrueWealth Advisors, LLC History No change 2,789 1,720 0.39% 0.39% 380 0 0.0% Q2 2026 Jul 08, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 2,783 1,716 0.17% 0.17% 381 0 0.0% Q2 2026 Jul 13, 2026
Bull Harbor Capital LLC History No change 2,769 1,708 0.33% 0.33% 382 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 2,764 1,704 0.05% 0.05% 383 0 0.0% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History No change 2,759 1,701 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 2,719 1,677 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 2,719 1,677 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 2,702 1,666 0.13% 0.13% 387 0 0.0% Q2 2026 Aug 13, 2026
CIM, LLC History No change 2,684 1,655 0.21% 0.21% 388 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 2,667 1,645 0.07% 0.07% 389 0 0.0% Q2 2026 Aug 12, 2026
First Dallas Securities Inc. History No change 2,660 1,640 0.54% 0.54% 390 0 0.0% Q2 2026 Aug 03, 2026
Bridgefront Capital, LLC History No change 2,610 1,609 0.42% 0.42% 391 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 2,608 1,608 0.05% 0.05% 392 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 2,584 1,593 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 2,578 1,590 0.01% 0.01% 394 0 0.0% Q2 2026 Jul 24, 2026
Maryland State Retirement & Pension System History No change 2,568 1,584 0.03% 0.03% 395 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 2,555 1,575 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 2,551 1,569 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 10, 2026
Utah Retirement Systems History No change 2,518 1,553 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History No change 2,495 1,539 0.04% 0.04% 399 0 0.0% Q2 2026 Jul 14, 2026
Waverly Advisors, LLC History No change 2,488 1,534 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 2,480 1,529 0.04% 0.04% 401 0 0.0% Q2 2026 Aug 14, 2026
BDFS Capital LLC History No change 2,465 1,520 0.66% 0.66% 402 0 0.0% Q2 2026 Jul 15, 2026
TCW GROUP INC History No change 2,455 1,514 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 03, 2026
Lido Advisors, LLC History No change 2,453 1,513 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 2,450 1,511 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 06, 2026
Headlands Technologies LLC History No change 2,388 1,473 0.16% 0.16% 406 0 0.0% Q2 2026 Aug 12, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,350 1,449 0.09% 0.09% 407 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History No change 2,316 1,428 0.06% 0.06% 408 0 0.0% Q2 2026 Aug 12, 2026
Alta Wealth Advisors LLC History No change 2,285 1,409 0.38% 0.38% 409 0 0.0% Q2 2026 Jul 30, 2026
DEARBORN PARTNERS LLC History No change 3,550 1,399 0.08% 0.08% 410 0 0.0% Q2 2026 Aug 13, 2026
SHELTON WEALTH MANAGEMENT, LLC History No change 2,267 1,398 0.55% 0.55% 411 0 0.0% Q2 2026 Jul 13, 2026
Gaddis Premier Wealth Advisors LLC History No change 2,256 1,391 0.85% 0.85% 412 0 0.0% Q2 2026 Aug 04, 2026
South Dakota Investment Council History No change 2,250 1,388 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History No change 2,309 1,364 0.04% 0.04% 414 0 0.0% Q2 2026 Jul 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 2,195 1,353 0.09% 0.09% 415 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,183 1,346 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 2,180 1,344 0.04% 0.04% 417 0 0.0% Q2 2026 Jul 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,168 1,337 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 20, 2026
Manuka Financial, LLC History No change 2,168 1,337 0.69% 0.69% 419 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 2,133 1,315 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 2,132 1,315 0.07% 0.07% 421 0 0.0% Q2 2026 Jul 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,130 1,314 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 2,124 1,310 0.02% 0.02% 423 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 2,121 1,308 0.05% 0.05% 424 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 2,090 1,289 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 10, 2026
OP Asset Management Ltd History No change 2,077 1,281 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 28, 2026
Wellington Grp LLC History No change 2,066 1,274 0.34% 0.34% 427 0 0.0% Q2 2026 Aug 26, 2026
Arista Wealth Management, LLC History No change 2,059 1,270 0.14% 0.14% 428 0 0.0% Q2 2026 Jul 08, 2026
GROUP ONE TRADING LLC History No change 2,047 1,262 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 2,043 1,260 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 27, 2026
GAMMA Investing LLC History No change 3,241 1,260 0.04% 0.07% 431 0 0.0% Q3 2026 Oct 08, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,016 1,244 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 10, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 2,013 1,241 0.39% 0.39% 433 0 0.0% Q2 2026 Aug 07, 2026
Advisor Resource Council History No change 2,003 1,240 0.35% 0.35% 434 0 0.0% Q2 2026 Jul 28, 2026
Capula Management Ltd History No change 2,007 1,237 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,975 1,218 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 07, 2026
TWIN CAPITAL MANAGEMENT INC History No change 1,973 1,217 0.13% 0.13% 437 0 0.0% Q2 2026 Aug 06, 2026
Vise Technologies, Inc. History No change 1,971 1,216 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 10, 2026
PHILADELPHIA TRUST CO History No change 1,965 1,212 0.08% 0.08% 439 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History No change 1,960 1,209 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 11, 2026
Blackstone Inc. History No change 1,953 1,204 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 1,949 1,202 0.01% 0.01% 442 0 0.0% Q2 2026 Aug 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 1,900 1,171 0.05% 0.05% 443 0 0.0% Q2 2026 Jul 21, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 1,881 1,160 0.13% 0.13% 444 0 0.0% Q2 2026 Aug 03, 2026
EP Wealth Advisors, LLC History No change 1,860 1,147 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 1,858 1,146 0.03% 0.03% 446 0 0.0% Q2 2026 Aug 04, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,855 1,144 0.06% 0.06% 447 0 0.0% Q2 2026 Aug 04, 2026
HMS Capital Management, LLC History No change 1,853 1,143 0.43% 0.43% 448 0 0.0% Q2 2026 Jul 21, 2026
BankChampaign, National Association History No change 1,842 1,136 0.87% 0.87% 449 0 0.0% Q2 2026 Jul 23, 2026
Argent Trust Co History No change 1,841 1,135 0.03% 0.03% 450 0 0.0% Q2 2026 Aug 06, 2026
Y.D. More Investments Ltd History No change 1,811 1,117 0.03% 0.03% 451 0 0.0% Q2 2026 Aug 05, 2026
Vestcor Inc History No change 1,807 1,115 0.03% 0.03% 452 0 0.0% Q2 2026 Aug 11, 2026
Hudson Bay Capital Management LP History No change 1,800 1,110 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
Systematic Alpha Investments, LLC History No change 1,800 1,110 0.03% 0.03% 454 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 1,798 1,109 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 1,787 1,102 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 03, 2026
Qtron Investments LLC History No change 1,777 1,096 0.15% 0.15% 457 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,767 1,089 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,764 1,088 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 10, 2026
BRAVE ASSET MANAGEMENT INC History No change 1,760 1,085 0.23% 0.23% 460 0 0.0% Q2 2026 Jul 08, 2026
Knights of Columbus Asset Advisors LLC History No change 1,744 1,075 0.05% 0.05% 461 0 0.0% Q2 2026 Jul 31, 2026
Farther Finance Advisors, LLC History Reduced 2,739 1,065 0.01% 0.01% 463 -302 -9.93% Q3 2026 Oct 08, 2026
Koshinski Asset Management, Inc. History No change 1,727 1,065 0.06% 0.06% 462 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY TRUST CO History No change 1,716 1,058 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 1,694 1,044 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
Bauman Advisory Group, LLC History No change 1,672 1,031 0.55% 0.55% 466 0 0.0% Q2 2026 Aug 04, 2026
CIBC Asset Management Inc History No change 1,661 1,024 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 03, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,655 1,020 0.06% 0.06% 468 0 0.0% Q2 2026 Aug 12, 2026
Harvest Fund Management Co., Ltd History No change 1,639 1,010 0.03% 0.03% 469 0 0.0% Q2 2026 Aug 19, 2026
Nykredit A/S History No change 1,618 998 0.0% 0.0% 470 0 0.0% Q2 2026 Sep 08, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,613 994 0.02% 0.02% 471 0 0.0% Q2 2026 Aug 14, 2026
Brown Miller Wealth Management, LLC History No change 1,597 985 0.25% 0.25% 472 0 0.0% Q2 2026 Jul 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,597 985 0.02% 0.02% 473 0 0.0% Q2 2026 Jul 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 1,670 975 0.74% 0.74% 474 0 0.0% Q2 2026 Aug 04, 2026
CENTRAL TRUST Co History No change 1,568 967 0.02% 0.02% 475 0 0.0% Q2 2026 Jul 31, 2026
Veracity Capital LLC History Reduced 2,477 962 0.26% 0.61% 476 -1,204 -32.71% Q3 2026 Oct 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,558 961 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 13, 2026
Sunpointe, LLC History No change 1,532 944 0.27% 0.27% 478 0 0.0% Q2 2026 Jul 24, 2026
Atlas Wealth Partners, LLC History No change 1,521 938 1.02% 1.02% 479 0 0.0% Q2 2026 Jul 27, 2026
Apella Capital, LLC History Added to 2,391 935 0.01% 0.01% 480 +940 64.78% Q3 2026 Oct 08, 2026
Cynosure Group, LLC History No change 1,514 933 0.14% 0.14% 481 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 1,502 926 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 18, 2026
Nvest Financial, LLC History No change 1,500 925 0.29% 0.29% 483 0 0.0% Q2 2026 Jul 30, 2026
Proficio Capital Partners LLC History No change 1,497 923 0.03% 0.03% 484 0 0.0% Q2 2026 Aug 14, 2026
Park Edge Advisors, LLC History No change 1,486 916 0.19% 0.19% 485 0 0.0% Q2 2026 Jul 10, 2026
CIBC Bancorp USA Inc. History No change 1,519 914 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 1,471 907 0.09% 0.09% 487 0 0.0% Q2 2026 Aug 06, 2026
Jackson Creek Investment Advisors LLC History No change 1,745 907 0.3% 0.3% 488 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 1,461 901 0.06% 0.06% 489 0 0.0% Q2 2026 Jul 21, 2026
Baker Avenue Asset Management, LP History No change 1,458 899 0.02% 0.02% 490 0 0.0% Q2 2026 Jul 28, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History No change 1,441 888 0.42% 0.42% 491 0 0.0% Q2 2026 Aug 10, 2026
North Dakota State Investment Board History No change 1,431 882 0.04% 0.04% 492 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 1,420 875 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 06, 2026
INCEPTIONR LLC History No change 1,419 875 0.21% 0.21% 494 0 0.0% Q2 2026 Aug 10, 2026
Kovack Advisors, Inc. History No change 1,419 872 0.04% 0.04% 495 0 0.0% Q2 2026 Jul 28, 2026
Parcion Private Wealth LLC History No change 1,411 870 0.05% 0.05% 496 0 0.0% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History No change 1,409 869 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History No change 1,408 868 0.02% 0.02% 498 0 0.0% Q2 2026 Aug 03, 2026
Diametric Capital, LP History No change 1,397 861 0.09% 0.09% 499 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 1,390 857 0.03% 0.03% 500 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 1,353 834 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 1,349 832 0.02% 0.02% 502 0 0.0% Q2 2026 Jul 07, 2026
Advyzon Investment Management, LLC History No change 1,331 821 0.06% 0.06% 503 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 1,315 811 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 03, 2026
Morse Asset Management, Inc History No change 1,307 806 0.13% 0.13% 505 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 1,300 801 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 14, 2026
WESTPAC BANKING CORP History No change 1,287 793 0.05% 0.05% 507 0 0.0% Q2 2026 Aug 12, 2026
Perpetual Ltd History No change 1,287 793 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 15, 2026
Alliance Wealth Advisors, LLC /UT History No change 1,284 792 0.15% 0.15% 509 0 0.0% Q2 2026 Jul 23, 2026
Legacy Capital Group California, Inc. History No change 1,284 792 0.24% 0.24% 510 0 0.0% Q2 2026 Jul 29, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 1,267 781 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 07, 2026
STRATEGY ASSET MANAGERS LLC History No change 1,249 770 0.11% 0.11% 512 0 0.0% Q2 2026 Aug 14, 2026
GAM Holding AG History No change 1,246 768 0.06% 0.06% 513 0 0.0% Q2 2026 Aug 14, 2026
Eurizon Capital SGR S.p.A. History No change 1,252 767 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 29, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 1,242 766 0.05% 0.05% 515 0 0.0% Q2 2026 Aug 04, 2026
MARSHALL WACE, LLP History No change 1,240 764 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 13, 2026
Caerus Investment Advisors, LLC History No change 1,225 755 0.25% 0.25% 517 0 0.0% Q2 2026 Aug 14, 2026
Radnor Capital Management, LLC History No change 1,220 752 0.11% 0.11% 518 0 0.0% Q2 2026 Jul 16, 2026
STRS OHIO History No change 1,217 750 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 30, 2026
Portside Wealth Group, LLC History No change 1,213 748 0.09% 0.09% 520 0 0.0% Q2 2026 Jul 14, 2026
MOODY ALDRICH PARTNERS LLC History No change 1,211 746 0.13% 0.13% 521 0 0.0% Q2 2026 Jul 15, 2026
ARISTEIA CAPITAL, L.L.C. History No change 1,202 741 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 1,200 740 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 12, 2026
Clark Capital Management Group, Inc. History No change 1,194 736 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 11, 2026
Voleon Capital Management LP History No change 1,182 729 0.01% 0.01% 525 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 1,200 728 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 21, 2026
Polymer Capital Management (US) LLC History No change 1,177 726 0.1% 0.1% 527 0 0.0% Q2 2026 Aug 14, 2026
Clearwave Capital, LLC History No change 1,177 725 0.4% 0.4% 528 0 0.0% Q2 2026 Jul 17, 2026
Valmark Advisers, Inc. History No change 1,167 719 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History No change 1,150 709 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Advisory Partners LLC History No change 1,148 708 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 09, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,147 707 0.03% 0.03% 532 0 0.0% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 1,130 697 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 12, 2026
PROFUND ADVISORS LLC History No change 1,129 696 0.02% 0.02% 534 0 0.0% Q2 2026 Aug 11, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 1,124 693 0.04% 0.04% 535 0 0.0% Q2 2026 Aug 07, 2026
GWN SECURITIES INC. History No change 1,116 688 0.12% 0.12% 536 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 1,111 685 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 06, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 1,106 682 0.09% 0.09% 538 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History No change 1,103 680 0.01% 0.01% 539 0 0.0% Q2 2026 Aug 04, 2026
Burns Matteson Capital Management, LLC History No change 1,104 680 0.21% 0.21% 540 0 0.0% Q2 2026 Jul 17, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,099 677 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 23, 2026
Severin Investments, LLC History No change 1,083 667 0.5% 0.5% 542 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,061 654 0.02% 0.02% 543 0 0.0% Q2 2026 Jul 31, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,054 650 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 1,055 650 0.11% 0.11% 545 0 0.0% Q2 2026 Jul 24, 2026
Waterloo Capital, L.P. History No change 1,048 646 0.04% 0.04% 546 0 0.0% Q2 2026 Jul 29, 2026
Penn Capital Management Company, LLC History No change 1,047 645 0.04% 0.04% 547 0 0.0% Q2 2026 Jul 30, 2026
Vontobel Holding Ltd. History No change 1,044 643 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 1,042 642 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 10, 2026
Simplicity Wealth,LLC History No change 1,026 632 0.02% 0.02% 550 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 1,001 617 0.01% 0.01% 551 0 0.0% Q2 2026 Aug 07, 2026
NORTHLAND SECURITIES, INC. History No change 1,000 616 0.36% 0.36% 552 0 0.0% Q2 2026 Aug 04, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 1,000 616 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 15, 2026
Cannon Global Investment Management, LLC History No change 1,000 616 1.74% 1.74% 554 0 0.0% Q2 2026 Jul 30, 2026
Horizon Family Wealth, Inc. History No change 998 615 0.28% 0.28% 555 0 0.0% Q2 2026 Aug 11, 2026
Rothschild Wealth LLC History No change 997 614 0.05% 0.05% 556 0 0.0% Q2 2026 Aug 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 983 606 0.05% 0.05% 557 0 0.0% Q2 2026 Aug 06, 2026
Ballentine Partners, LLC History No change 981 605 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 17, 2026
CONNORS INVESTOR SERVICES INC History No change 977 602 0.05% 0.05% 559 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 970 598 0.04% 0.04% 560 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 949 585 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 07, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 940 579 0.03% 0.03% 562 0 0.0% Q2 2026 Jul 29, 2026
Prospera Financial Services Inc History No change 940 579 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 15, 2026
EverSource Wealth Advisors, LLC History No change 931 574 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 24, 2026
Glass Jacobson Investment Advisors llc History No change 928 572 0.18% 0.18% 565 0 0.0% Q2 2026 Jul 30, 2026
QTR Family Wealth, LLC History No change 908 560 0.2% 0.2% 566 0 0.0% Q2 2026 Jul 27, 2026
RIVERSEDGE ADVISORS, LLC History No change 891 549 0.07% 0.07% 567 0 0.0% Q2 2026 Jul 16, 2026
Gen-Wealth Partners Inc History No change 887 547 0.15% 0.15% 568 0 0.0% Q2 2026 Aug 10, 2026
Meeder Advisory Services, Inc. History No change 877 540 0.02% 0.02% 569 0 0.0% Q2 2026 Aug 07, 2026
West Family Investments, Inc. History No change 863 532 0.15% 0.15% 570 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 858 529 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 22, 2026
ELEVATUS WELATH MANAGEMENT History No change 858 529 0.13% 0.13% 572 0 0.0% Q2 2026 Aug 13, 2026
iA Global Asset Management Inc. History No change 846 522 0.01% 0.01% 573 0 0.0% Q2 2026 Jul 29, 2026
Colonial River Investments, LLC History No change 845 521 0.15% 0.15% 574 0 0.0% Q2 2026 Jul 24, 2026
Kingsview Wealth Management, LLC History No change 844 520 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 18, 2026
Advisory Alpha, LLC History No change 840 518 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 11, 2026
CAXTON ASSOCIATES LLP History No change 838 516 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 832 513 0.24% 0.24% 578 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 830 511 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 13, 2026
NORDEN GROUP LLC History No change 828 510 0.04% 0.04% 580 0 0.0% Q2 2026 Jul 29, 2026
Soltis Investment Advisors LLC History No change 826 509 0.03% 0.03% 581 0 0.0% Q2 2026 Jul 31, 2026
Allegiance Financial Group Advisory Services LLC History No change 825 508 0.09% 0.09% 582 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 808 498 0.07% 0.07% 583 0 0.0% Q2 2026 Aug 12, 2026
Blue Fin Capital, Inc. History No change 795 490 0.07% 0.07% 584 0 0.0% Q2 2026 Aug 04, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 791 487 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 24, 2026
JAG CAPITAL MANAGEMENT, LLC History No change 791 487 0.05% 0.05% 586 0 0.0% Q2 2026 Jul 29, 2026
Premier Fund Managers Ltd History No change 801 486 0.04% 0.04% 587 0 0.0% Q2 2026 Jul 22, 2026
VERUS CAPITAL PARTNERS, LLC History No change 787 485 0.03% 0.03% 588 0 0.0% Q2 2026 Aug 06, 2026
Sowell Financial Services LLC History No change 786 484 0.02% 0.02% 589 0 0.0% Q2 2026 Jul 17, 2026
Gallo Partners, LP History No change 780 481 1.07% 1.07% 590 0 0.0% Q2 2026 Aug 13, 2026
Base Wealth Management LLC History No change 760 468 0.22% 0.22% 591 0 0.0% Q2 2026 Jul 22, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 758 467 0.06% 0.06% 592 0 0.0% Q2 2026 Jul 24, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 758 467 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History Added to 1,185 460 0.01% 0.01% 594 +490 70.5% Q3 2026 Oct 05, 2026
Root Financial Partners, LLC History No change 744 458 0.02% 0.02% 595 0 0.0% Q2 2026 Jul 29, 2026
Smartleaf Asset Management LLC History No change 754 457 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 12, 2026
VARCOV Co. History No change 737 454 0.17% 0.17% 597 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 726 447 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 722 445 0.03% 0.03% 599 0 0.0% Q2 2026 Jul 20, 2026
Capstone Wealth Management, LLC History No change 719 443 0.21% 0.21% 600 0 0.0% Q2 2026 Jul 23, 2026
CoreCap Advisors, LLC History Added to 1,131 439 0.01% 0.01% 601 +372 49.01% Q3 2026 Oct 08, 2026
Cordatus Wealth Management LLC History No change 711 438 0.1% 0.1% 602 0 0.0% Q2 2026 Jul 29, 2026
Optivise Advisory Services LLC History No change 705 434 0.22% 0.22% 603 0 0.0% Q2 2026 Jul 13, 2026
Geneos Wealth Management Inc. History No change 702 433 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 701 432 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 12, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 700 431 0.12% 0.12% 606 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 675 416 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 13, 2026
Graves Light Lenhart Wealth, Inc. History No change 670 413 0.04% 0.04% 608 0 0.0% Q2 2026 Jul 07, 2026
American Trust History No change 668 412 0.03% 0.03% 609 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 657 405 0.03% 0.03% 610 0 0.0% Q2 2026 Aug 14, 2026
W.H. Cornerstone Investments Inc. History No change 649 400 0.23% 0.23% 611 0 0.0% Q2 2026 Aug 07, 2026
POWER WEALTH MANAGEMENT LLC History No change 647 399 0.14% 0.14% 612 0 0.0% Q2 2026 Aug 03, 2026
MBL Wealth, LLC History No change 643 396 0.03% 0.03% 613 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 638 393 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 20, 2026
Numerai GP LLC History No change 638 393 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 14, 2026
Balefire, LLC History No change 626 386 0.06% 0.06% 616 0 0.0% Q2 2026 Jul 07, 2026
Quarry LP History No change 621 383 0.03% 0.03% 617 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Advisors, Inc. History No change 619 381 0.05% 0.05% 618 0 0.0% Q2 2026 Aug 05, 2026
Aries Wealth Management History No change 614 378 0.07% 0.07% 619 0 0.0% Q2 2026 Jul 24, 2026
Van Hulzen Asset Management, LLC History No change 612 377 0.03% 0.03% 620 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 612 377 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 05, 2026
Aaron Wealth Advisors LLC History No change 609 375 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 16, 2026
EMERALD ADVISERS, LLC History No change 607 374 0.01% 0.01% 623 0 0.0% Q2 2026 Aug 05, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 960 373 0.03% 0.05% 624 0 0.0% Q3 2026 Oct 07, 2026
Wick Capital Partners, LLC History No change 603 371 0.06% 0.06% 625 0 0.0% Q2 2026 Aug 14, 2026
Discipline Wealth Solutions, LLC History No change 601 370 0.03% 0.03% 626 0 0.0% Q2 2026 Jul 21, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 598 368 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 595 367 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 592 365 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 591 364 0.07% 0.07% 630 0 0.0% Q2 2026 Aug 03, 2026
DV Trading LLC History No change 589 363 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT GUYS FORMULA LLC History No change 586 361 0.14% 0.14% 632 0 0.0% Q2 2026 Jul 30, 2026
WBI INVESTMENTS, LLC History No change 585 360 0.09% 0.09% 633 0 0.0% Q2 2026 Aug 11, 2026
Frec Markets, Inc. History No change 585 360 0.03% 0.03% 634 0 0.0% Q2 2026 Aug 13, 2026
AlphaGrep UK Ltd History No change 577 355 0.11% 0.11% 635 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 575 354 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 14, 2026
MOR Wealth Management, LLC History No change 565 348 0.14% 0.14% 637 0 0.0% Q2 2026 Aug 06, 2026
AssuredPartners Investment Advisors, LLC History No change 562 346 0.03% 0.03% 638 0 0.0% Q2 2026 Aug 10, 2026
GREENLEAF TRUST History No change 550 339 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 21, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 601 335 0.13% 0.13% 640 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 542 334 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 31, 2026
Callan Family Office, LLC History No change 542 334 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 11, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 541 333 0.07% 0.07% 643 0 0.0% Q2 2026 Jul 09, 2026
Fieldview Capital Management, LLC History No change 541 333 0.09% 0.09% 644 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 538 331 0.01% 0.01% 645 0 0.0% Q2 2026 Jul 09, 2026
Arkadios Wealth Advisors History No change 534 329 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 533 328 0.02% 0.02% 647 0 0.0% Q2 2026 Aug 05, 2026
Abundance Wealth Counselors History No change 531 327 0.02% 0.02% 648 0 0.0% Q2 2026 Jul 23, 2026
Confluence Wealth Services, Inc. History No change 525 323 0.01% 0.01% 649 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial, LLC History No change 523 322 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 12, 2026
Stonebridge Financial Group, LLC/CA History No change 517 318 0.04% 0.04% 651 0 0.0% Q2 2026 Aug 13, 2026
Corus Family Wealth Advisors History No change 513 316 0.22% 0.22% 652 0 0.0% Q2 2026 Jul 30, 2026
Gateway Wealth Partners, LLC History No change 511 315 0.02% 0.02% 653 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 506 312 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 30, 2026
Venture Visionary Partners LLC History Reduced 800 311 0.01% 0.02% 656 -250 -23.81% Q3 2026 Oct 07, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 505 311 0.04% 0.04% 655 0 0.0% Q2 2026 Jul 13, 2026
ProVise Management Group, LLC History No change 501 309 0.02% 0.02% 657 0 0.0% Q2 2026 Aug 03, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 501 309 0.03% 0.03% 658 0 0.0% Q2 2026 Jul 29, 2026
American Money Management, LLC History No change 500 308 0.04% 0.04% 659 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 500 308 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 500 308 0.08% 0.08% 661 0 0.0% Q2 2026 Aug 05, 2026
HOLDERNESS INVESTMENTS CO History No change 498 307 0.05% 0.05% 662 0 0.0% Q2 2026 Aug 12, 2026
RiverPark Advisors, LLC History No change 499 307 0.14% 0.14% 663 0 0.0% Q2 2026 Jul 24, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 489 301 0.0% 0.0% 664 0 0.0% Q2 2026 Sep 23, 2026
FAMILY WEALTH PARTNERS, LLC History No change 489 301 0.09% 0.09% 665 0 0.0% Q2 2026 Jul 10, 2026
LightSquare Wealth Management, LLC History No change 488 301 0.21% 0.21% 666 0 0.0% Q2 2026 Aug 03, 2026
OPTIMIZE FINANCIAL INC. History No change 484 298 0.11% 0.11% 667 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 484 298 0.07% 0.07% 668 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 483 297 0.01% 0.01% 669 0 0.0% Q2 2026 Aug 07, 2026
Investment Research Partners LLC History No change 482 297 0.1% 0.1% 670 0 0.0% Q2 2026 Aug 04, 2026
Wedmont Private Capital History No change 513 296 0.01% 0.01% 671 0 0.0% Q2 2026 Jul 13, 2026
SYM FINANCIAL Corp History No change 479 295 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 04, 2026
Impact Capital Partners LLC History No change 479 295 0.08% 0.08% 673 0 0.0% Q2 2026 Jul 14, 2026
Sound View Wealth Advisors Group, LLC History No change 477 294 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 474 292 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 12, 2026
Massar Capital Management, LP History No change 475 292 0.03% 0.03% 676 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 472 291 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 471 290 0.22% 0.22% 678 0 0.0% Q2 2026 Jul 31, 2026
Marathon Mission, Inc. History Added to 745 289 0.15% 0.22% 680 +15 2.05% Q3 2026 Oct 01, 2026
Accredited Investors Inc. History No change 469 289 0.01% 0.01% 679 0 0.0% Q2 2026 Jul 21, 2026
ARGENT CAPITAL MANAGEMENT LLC History Added to 739 287 0.01% 0.01% 681 +179 31.96% Q3 2026 Oct 05, 2026
CHILTON INVESTMENT CO INC. History No change 464 286 0.01% 0.01% 682 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History No change 462 284 0.05% 0.05% 683 0 0.0% Q2 2026 Aug 03, 2026
Advisor OS, LLC History No change 459 283 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 05, 2026
Inspire Advisors, LLC History No change 464 283 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 13, 2026
CIGNA INVESTMENTS INC /NEW History No change 447 276 0.04% 0.04% 686 0 0.0% Q2 2026 Jul 21, 2026
New World Advisors LLC History No change 443 273 0.05% 0.05% 687 0 0.0% Q2 2026 Aug 12, 2026
Greenline Wealth Management LLC History No change 444 273 0.22% 0.22% 688 0 0.0% Q2 2026 Jul 23, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 440 271 0.01% 0.01% 689 0 0.0% Q2 2026 Jul 27, 2026
Brendel Financial Advisors LLC History No change 438 270 0.13% 0.13% 690 0 0.0% Q2 2026 Jul 31, 2026
Greenspring Advisors, LLC History No change 439 270 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 11, 2026
Intelligence Driven Advisers, LLC History No change 437 269 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 06, 2026
Wealth Management Associates, Inc. History No change 437 269 0.07% 0.07% 693 0 0.0% Q2 2026 Jul 21, 2026
Advisory Advocates, LLC History No change 435 268 0.23% 0.23% 694 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 430 265 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 13, 2026
GRANDFIELD & DODD, LLC History No change 428 264 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 428 264 0.01% 0.01% 697 0 0.0% Q2 2026 Jul 22, 2026
Gerber Kawasaki Wealth & Investment Management History No change 424 261 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 07, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 420 259 0.08% 0.08% 699 0 0.0% Q2 2026 Jul 24, 2026
Polaris Financial Partners History New 668 258 0.12% — 701 +668 New Q3 2026 Oct 02, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 419 258 0.01% 0.01% 700 0 0.0% Q2 2026 Aug 11, 2026
Investor's Fiduciary Advisor Network, LLC History No change 418 257 0.09% 0.09% 702 0 0.0% Q2 2026 Aug 13, 2026
Kingdom Financial Group LLC. History No change 413 254 0.06% 0.06% 703 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 409 252 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 05, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 8,827 252 0.06% 0.06% 705 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 409 252 0.1% 0.1% 706 0 0.0% Q2 2026 Aug 14, 2026
SkyView Investment Advisors, LLC History No change 400 247 0.19% 0.19% 707 0 0.0% Q2 2026 Sep 14, 2026
AMES NATIONAL CORP History No change 400 246 0.14% 0.14% 708 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 400 246 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 14, 2026
Volterra Technologies LP History No change 400 246 0.04% 0.04% 710 0 0.0% Q2 2026 Aug 14, 2026
HAZLETT, BURT & WATSON, INC. History No change 390 241 0.06% 0.06% 711 0 0.0% Q2 2026 Jul 30, 2026
MASTER'S WEALTH MANAGEMENT INC. History No change 392 241 0.07% 0.07% 712 0 0.0% Q2 2026 Aug 07, 2026
Banque Cantonale Vaudoise History No change 387 239 0.03% 0.03% 713 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 393 239 0.01% 0.01% 714 0 0.0% Q2 2026 Jul 22, 2026
LexAurum Advisors, LLC History No change 387 238 0.03% 0.03% 715 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 386 238 0.04% 0.04% 716 0 0.0% Q2 2026 Jul 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 383 236 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 14, 2026
CITIZENS & NORTHERN CORP History No change 382 235 0.05% 0.05% 718 0 0.0% Q2 2026 Jul 17, 2026
LifeGoal Investments, LLC History No change 381 235 0.11% 0.11% 719 0 0.0% Q2 2026 Jul 08, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 380 234 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 14, 2026
FSM Wealth Advisors, LLC History No change 379 233 0.02% 0.02% 721 0 0.0% Q2 2026 Jul 15, 2026
MEEDER ASSET MANAGEMENT INC History No change 377 232 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 07, 2026
Ponta Wealth Partners, LLC History No change 372 229 0.12% 0.12% 723 0 0.0% Q2 2026 Aug 12, 2026
Dakota Wealth Management History No change 368 227 0.0% 0.0% 724 0 0.0% Q2 2026 Aug 07, 2026
Quantum Financial Advisors, LLC History No change 368 226 0.02% 0.02% 725 0 0.0% Q2 2026 Jul 08, 2026
Ares Systematic Credit Ltd History No change 368 226 0.14% 0.14% 726 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 363 223 0.0% 0.0% 727 0 0.0% Q2 2026 Aug 03, 2026
VALLEY NATIONAL ADVISERS INC History No change 360 222 0.02% 0.02% 728 0 0.0% Q2 2026 Jul 29, 2026
180 WEALTH ADVISORS, LLC History No change 361 222 0.02% 0.02% 729 0 0.0% Q2 2026 Jul 07, 2026
Cypress Capital, LLC History No change 359 221 0.06% 0.06% 730 0 0.0% Q2 2026 Jul 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 357 220 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 357 220 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 14, 2026
Vigilare Wealth Management History No change 358 220 0.07% 0.07% 733 0 0.0% Q2 2026 Jul 06, 2026
Covestor Ltd History No change 356 220 0.13% 0.13% 734 0 0.0% Q2 2026 Aug 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 358 220 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 355 219 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 31, 2026
Glenview Trust Co History No change 356 219 0.0% 0.0% 737 0 0.0% Q2 2026 Aug 18, 2026
Aptus Capital Advisors, LLC History No change 352 217 0.0% 0.0% 738 0 0.0% Q2 2026 Aug 12, 2026
GUERRA PAN ADVISORS, LLC History No change 351 216 0.12% 0.12% 739 0 0.0% Q2 2026 Aug 12, 2026
Prudent Man Advisors, LLC History No change 346 213 0.05% 0.05% 740 0 0.0% Q2 2026 Aug 05, 2026
Fermata Advisors, LLC History No change 345 212 0.04% 0.04% 741 0 0.0% Q2 2026 Jul 07, 2026
SEEDS INVESTOR LLC History No change 344 212 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 341 210 0.0% 0.0% 743 0 0.0% Q2 2026 Sep 23, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 340 209 0.09% 0.09% 744 0 0.0% Q2 2026 Aug 06, 2026
Red Wave Investments LLC History No change 339 209 0.05% 0.05% 745 0 0.0% Q2 2026 Aug 05, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 335 206 0.04% 0.04% 746 0 0.0% Q2 2026 Jul 21, 2026
True North Advisors, LLC History No change 333 205 0.02% 0.02% 747 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 332 204 0.0% 0.0% 748 0 0.0% Q2 2026 Jul 15, 2026
Diversified Trust Co History No change 332 204 0.0% 0.0% 749 0 0.0% Q2 2026 Jul 17, 2026
True Wealth Design, LLC History No change 331 204 0.05% 0.05% 750 0 0.0% Q2 2026 Jul 16, 2026
Interchange Capital Partners, LLC History No change 325 200 0.04% 0.04% 751 0 0.0% Q2 2026 Jul 20, 2026
Sterling Capital Management LLC History No change 318 196 0.0% 0.0% 752 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 318 196 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 304 187 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 15, 2026
FINANCIAL CONSULATE, INC History No change 300 185 0.02% 0.02% 755 0 0.0% Q2 2026 Jul 23, 2026
GeoWealth Management, LLC History No change 290 178 0.01% 0.01% 756 0 0.0% Q2 2026 Jul 30, 2026
Versant Capital Management, Inc History Added to 431 167 0.01% 0.02% 757 +14 3.36% Q3 2026 Oct 01, 2026
Leonteq Securities AG History No change 266 164 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 27, 2026
PALLADIEM, LLC History No change 260 160 0.16% 0.16% 759 0 0.0% Q2 2026 Aug 13, 2026
AMERIFLEX GROUP, INC. History No change 252 155 0.06% 0.06% 760 0 0.0% Q2 2026 Aug 13, 2026
Kemnay Advisory Services Inc. History No change 238 146 0.02% 0.02% 761 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 227 140 0.0% 0.0% 762 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 202 124 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 196 120 0.01% 0.01% 764 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 190 117 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 07, 2026
NFSG Corp History No change 190 117 0.01% 0.01% 766 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 187 115 0.05% 0.05% 767 0 0.0% Q2 2026 Jul 30, 2026
MACQUARIE GROUP LTD History No change 186 114 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 14, 2026
Elequin Capital, LP History No change 186 114 0.0% 0.0% 769 0 0.0% Q2 2026 Aug 13, 2026
ARK Investment Management LLC History No change 178 109 0.0% 0.0% 770 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 166 102 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 162 99 0.01% 0.01% 772 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 156 96 0.01% 0.01% 773 0 0.0% Q2 2026 Sep 04, 2026
Rossby Financial, LCC History No change 154 94 0.02% 0.02% 774 0 0.0% Q2 2026 Aug 04, 2026
Caldwell Trust Co History No change 150 92 0.01% 0.01% 775 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History No change 141 87 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 133 82 0.01% 0.01% 777 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 130 80 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 13, 2026
OSSIAM History No change 127 78 0.0% 0.0% 779 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 110 64 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 27, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 100 61 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 10, 2026
Kimelman & Baird, LLC History No change 100 61 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 18, 2026
Costello Asset Management, INC History No change 100 61 0.02% 0.02% 783 0 0.0% Q2 2026 Jul 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 93 57 0.02% 0.02% 784 0 0.0% Q2 2026 Jul 08, 2026
Accent Capital Management, LLC History No change 93 57 0.02% 0.02% 785 0 0.0% Q2 2026 Aug 12, 2026
C M BIDWELL & ASSOCIATES LTD History No change 91 56 0.02% 0.02% 786 0 0.0% Q2 2026 Aug 11, 2026
Graticule Asia Macro Advisors LLC History No change 92 56 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 90 55 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 89 54 0.0% 0.0% 789 0 0.0% Q2 2026 Jul 28, 2026
Persistent Asset Partners Ltd History No change 89 54 0.02% 0.02% 790 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 84 51 0.0% 0.0% 791 0 0.0% Q2 2026 Jul 13, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 80 49 0.0% 0.0% 792 0 0.0% Q2 2026 Jul 17, 2026
LifeSteps Financial, Inc. History No change 80 49 0.02% 0.02% 793 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Advisors History No change 75 46 0.0% 0.0% 794 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History Reduced 115 44 0.0% 0.3% 795 -6,806 -98.34% Q3 2026 Oct 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 112 43 0.0% 0.0% 797 -10 -8.2% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 71 43 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 31, 2026
CVA Family Office, LLC History No change 67 41 0.0% 0.0% 798 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History No change 66 40 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History No change 64 39 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 04, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 62 38 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History No change 62 38 0.0% 0.0% 802 0 0.0% Q2 2026 Jul 10, 2026
LRI Investments, LLC History No change 63 38 0.0% 0.0% 803 0 0.0% Q2 2026 Jul 14, 2026
FIRST HORIZON CORP History No change 59 36 0.0% 0.0% 804 0 0.0% Q2 2026 Jul 20, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 56 34 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 09, 2026
Blue Trust, Inc. History No change 54 33 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 21, 2026
Global Trust Asset Management, LLC History No change 50 30 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 03, 2026
V-Square Quantitative Management LLC History No change 50 30 0.0% 0.0% 808 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History No change 48 29 0.01% 0.01% 809 0 0.0% Q2 2026 Jul 20, 2026
Quent Capital, LLC History No change 47 28 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 47 28 0.01% 0.01% 811 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 47 28 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 44 27 0.0% 0.0% 813 0 0.0% Q2 2026 Jul 20, 2026
Silicon Valley Capital Partners History No change 44 27 0.0% 0.0% 814 0 0.0% Q2 2026 Sep 21, 2026
Sachetta, LLC History No change 45 27 0.01% 0.01% 815 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 43 26 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 37 22 0.0% 0.0% 817 0 0.0% Q2 2026 Jul 14, 2026
Private Wealth Management Group, LLC History No change 37 22 0.01% 0.01% 818 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 38 21 0.0% 0.0% 819 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 34 20 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 07, 2026
Activest Wealth Management History No change 31 19 0.0% 0.0% 821 0 0.0% Q2 2026 Jul 16, 2026
Ancora Advisors LLC History No change 28 17 0.0% 0.0% 822 0 0.0% Q2 2026 Aug 14, 2026
Beaird Harris Wealth Management, LLC History No change 29 17 0.0% 0.0% 823 0 0.0% Q2 2026 Jul 08, 2026
Bare Financial Services, Inc History No change 28 17 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 27, 2026
Bayforest Capital Ltd History No change 28 17 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 05, 2026
Physician Wealth Advisors, Inc. History No change 27 16 0.0% 0.0% 826 0 0.0% Q2 2026 Jul 20, 2026
High Note Wealth, LLC History No change 27 16 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 23, 2026
JPL Wealth Management, LLC History No change 26 16 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 13, 2026
Rakuten Securities, Inc. History No change 24 14 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 19 11 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 11, 2026
Concord Wealth Partners History No change 19 11 0.0% 0.0% 831 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 18 11 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 06, 2026
WPG Advisers, LLC History No change 18 11 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 27 10 0.0% 0.0% 834 +22 440.0% Q3 2026 Oct 07, 2026
BOKF, NA History No change 16 9 0.0% 0.0% 835 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 14 8 0.0% 0.0% 836 0 0.0% Q2 2026 Aug 06, 2026
DiNuzzo Private Wealth, Inc. History No change 13 8 0.0% 0.0% 837 0 0.0% Q2 2026 Jul 10, 2026
Bay Harbor Wealth Management, LLC History No change 12 7 0.0% 0.0% 838 0 0.0% Q2 2026 Jul 28, 2026
Cromwell Holdings LLC History No change 12 7 0.0% 0.0% 839 0 0.0% Q2 2026 Jul 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 10 6 0.0% 0.0% 840 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 10 6 0.0% 0.0% 841 0 0.0% Q2 2026 Jul 27, 2026
Bogart Wealth, LLC History No change 10 6 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 24, 2026
Dogwood Wealth Management LLC History No change 10 6 0.0% 0.0% 843 0 0.0% Q2 2026 Jul 06, 2026
HFM Investment Advisors, LLC History No change 9 5 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 04, 2026
Marquette Asset Management, LLC History No change 7 4 0.0% 0.0% 845 0 0.0% Q2 2026 Jul 09, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 8 4 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 04, 2026
Creative Capital Management Investments LLC History No change 8 4 0.0% 0.0% 847 0 0.0% Q2 2026 Jul 24, 2026
Hughes Financial Services, LLC History No change 7 4 0.0% 0.0% 848 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 8 4 0.0% 0.0% 849 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Co / SC History No change 6 3 0.0% 0.0% 850 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 5 3 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 20, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 2 0.0% 0.0% 852 0 0.0% Q2 2026 Jul 30, 2026
Stone House Investment Management, LLC History No change 4 2 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 05, 2026
BFSG, LLC History No change 4 2 0.0% 0.0% 854 0 0.0% Q2 2026 Jul 20, 2026
CX Institutional History No change 4 2 0.0% 0.0% 855 0 0.0% Q3 2026 Oct 02, 2026
Cornerstone Planning Group LLC History No change 4 2 0.0% 0.0% 856 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Capital Management, LLC History No change 4 2 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History No change 4 2 0.0% 0.0% 858 0 0.0% Q2 2026 Jul 29, 2026
Principia Wealth Advisory, LLC History No change 4 2 0.0% 0.0% 859 0 0.0% Q2 2026 Aug 26, 2026
Silver Grove Financial Group, Inc. History No change 4 2 0.0% 0.0% 860 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History New 5 1 0.0% — 875 +5 New Q3 2026 Oct 07, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3 1 0.0% 0.0% 861 0 0.0% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History No change 2 1 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 2 1 0.0% 0.0% 863 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 2 1 0.0% 0.0% 864 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 2 1 0.0% 0.0% 865 0 0.0% Q2 2026 Aug 13, 2026
JNBA Financial Advisors History No change 3 1 0.0% 0.0% 866 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 1 0.0% 0.0% 867 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 2 1 0.0% 0.0% 868 0 0.0% Q2 2026 Jul 10, 2026
Avion Wealth History No change 3 1 0.0% 0.0% 869 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 2 1 0.0% 0.0% 870 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 2 1 0.0% 0.0% 871 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 3 1 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 10, 2026
American Capital Advisory, LLC History No change 3 1 0.0% 0.0% 873 0 0.0% Q2 2026 Jul 28, 2026
Navigoe, LLC History No change 2 1 0.0% 0.0% 874 0 0.0% Q2 2026 Jul 31, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2026 Oct 07, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -2 -100.0% Q3 2026 Oct 08, 2026
North Star Investment Management Corp. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Financial Management Professionals, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Mascoma Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Decker Retirement Planning Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Strive Financial Group ,LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Planning Strategies Inc. History No change 2 0 — 0.0% — 0 0.0% Q3 2026 Oct 02, 2026