CubeSmart - CUBE

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 33,924,159 1,349,163 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 19,495,185 775,323 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 12,236,433 486,642 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 11,037,783 438,972 0.01% 0.01% 4 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 10,240,990 407,284 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 7,515,446 298,889 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,279,554 289,507 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,254,520 288,512 0.16% 0.16% 8 0 0.0% Q2 2026 Aug 14, 2026
COHEN & STEERS, INC. History No change 7,226,516 287,399 0.45% 0.45% 9 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 7,030,267 279,595 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,767,570 189,649 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 3,762,337 149,628 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History No change 3,359,278 133,598 1.86% 1.86% 13 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 3,352,420 133,333 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 3,348,078 133,153 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 3,239,472 128,833 1.22% 1.22% 16 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 2,745,082 112,152 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 2,693,221 107,109 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 2,449,870 97,431 0.19% 0.19% 19 0 0.0% Q2 2026 Jul 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,421,670 96,309 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 2,379,112 94,618 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History No change 2,343,438 93,198 3.32% 3.32% 22 0 0.0% Q2 2026 Aug 12, 2026
AEW CAPITAL MANAGEMENT L P History No change 2,292,708 91,180 5.45% 5.45% 23 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,277,505 83,470 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 2,060,726 81,955 0.21% 0.21% 25 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,865,695 74,198 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 1,854,504 73,753 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 1,736,112 69,045 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
Diamond Hill Capital Management, LLC (Investment Advisor) History No change 1,723,722 68,552 0.55% 0.55% 29 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 1,643,184 65,349 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,534,579 61,030 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 1,467,234 58,351 0.03% 0.03% 32 0 0.0% Q2 2026 Jul 30, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,431,102 56,914 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,203,190 47,850 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,198,476 47,663 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,158,501 46,073 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,151,336 45,788 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,013,798 40,318 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History No change 984,196 39,141 0.3% 0.3% 39 0 0.0% Q2 2026 Jul 24, 2026
HRT FINANCIAL LP History No change 971,876 38,651 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 882,833 35,113 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 855,192 34,084 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 821,311 32,663 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 820,088 32,614 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 787,283 31,310 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History No change 741,493 29,489 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 07, 2026
Hudson Bay Capital Management LP History No change 734,792 29,222 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 717,101 28,519 0.12% 0.12% 48 0 0.0% Q2 2026 Aug 14, 2026
Vision Capital Corp History No change 696,812 27,712 8.97% 8.97% 49 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History No change 672,050 26,727 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 671,418 26,702 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 11, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History No change 647,746 25,760 0.22% 0.22% 52 0 0.0% Q2 2026 Aug 07, 2026
Hazelview Securities Inc. History No change 618,426 25,343 3.51% 3.51% 53 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 616,077 24,501 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 602,081 23,944 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 596,196 23,710 0.4% 0.4% 56 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 591,423 23,520 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
APG Asset Management US Inc. History No change 561,129 22,518 0.16% 0.16% 58 0 0.0% Q2 2026 Aug 12, 2026
VALLEY WEALTH MANAGERS, INC. History New 598,704 22,499 1.28% — 59 +598,704 New Q3 2026 Oct 09, 2026
HEITMAN REAL ESTATE SECURITIES LLC History No change 558,601 22,215 1.43% 1.43% 60 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History No change 557,176 22,158 0.07% 0.07% 61 0 0.0% Q2 2026 Jul 28, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 514,056 20,444 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 04, 2026
CANADA LIFE ASSURANCE Co History No change 510,511 20,301 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 13, 2026
Epoch Investment Partners, Inc. History No change 506,280 20,134 0.11% 0.11% 64 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 500,000 19,885 0.63% 0.63% 65 0 0.0% Q2 2026 Aug 17, 2026
1832 Asset Management L.P. History No change 493,503 19,626 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 474,546 18,872 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 461,180 18,341 0.22% 0.22% 68 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 455,700 18,123 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 445,851 17,731 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 416,877 16,579 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 501,853 16,408 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 405,354 16,120 0.07% 0.07% 73 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 403,849 16,061 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
Lightrock Netherlands B.V. History No change 510,117 15,879 3.14% 3.14% 75 0 0.0% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 371,001 14,754 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 367,862 14,631 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 351,272 13,994 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 05, 2026
Asset Management One Co., Ltd. History No change 340,149 13,527 0.03% 0.03% 79 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 335,484 13,342 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 331,257 13,174 0.04% 0.04% 81 0 0.0% Q2 2026 Aug 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 330,671 13,150 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 327,060 13,007 0.03% 0.03% 83 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 324,525 12,906 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 07, 2026
STRS OHIO History No change 315,669 12,554 0.05% 0.05% 85 0 0.0% Q2 2026 Jul 30, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 311,186 12,375 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 296,092 11,775 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
PGGM Investments History No change 290,595 11,557 0.28% 0.28% 88 0 0.0% Q2 2026 Aug 12, 2026
Ceredex Value Advisors LLC History No change 286,250 11,384 0.32% 0.32% 89 0 0.0% Q2 2026 Aug 11, 2026
TD ASSET MANAGEMENT INC History No change 280,515 11,156 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 04, 2026
Lighthouse Investment Partners, LLC History No change 277,589 11,039 0.3% 0.3% 91 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History No change 270,500 10,757 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 21, 2026
GLENMEDE TRUST CO NA History No change 268,468 10,676 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 266,878 10,613 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 262,933 10,456 0.1% 0.1% 95 0 0.0% Q2 2026 Jul 20, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 262,566 10,442 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 24, 2026
IEQ CAPITAL, LLC History No change 250,599 9,966 0.05% 0.05% 97 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 247,893 9,858 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 245,652 9,775 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 245,451 9,761 0.01% 0.01% 100 0 0.0% Q2 2026 Sep 02, 2026
BAMCO INC /NY/ History No change 233,813 9,298 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 231,909 9,223 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 229,258 9,117 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 229,243 9,116 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 244,283 9,099 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 15, 2026
Alberta Investment Management Corp History No change 224,000 8,908 0.05% 0.05% 106 0 0.0% Q2 2026 Aug 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 223,094 8,872 0.04% 0.04% 107 0 0.0% Q2 2026 Jul 17, 2026
Edgestream Partners, L.P. History No change 222,343 8,842 0.26% 0.26% 108 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 214,334 8,524 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 209,297 8,323 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 198,372 7,889 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 06, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 194,149 7,721 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
Verition Fund Management LLC History No change 187,100 7,440 0.04% 0.04% 113 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 186,675 7,424 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 19, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 184,378 7,332 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 183,345 7,291 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 11, 2026
Sophron Capital Management L.P. History No change 182,764 7,268 2.25% 2.25% 117 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 181,235 7,207 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 171,505 6,820 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 168,426 6,698 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 23, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 165,660 6,588 0.01% 0.01% 121 0 0.0% Q2 2026 Sep 09, 2026
Allspring Global Investments Holdings, LLC History No change 163,333 6,554 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 162,736 6,472 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 161,619 6,427 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 27, 2026
FIRST TRUST ADVISORS LP History No change 159,868 6,357 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 155,299 6,176 0.24% 0.24% 126 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 149,372 5,940 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 144,835 5,760 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 160,181 5,730 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 05, 2026
Engineers Gate Manager LP History No change 139,914 5,564 0.07% 0.07% 130 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 138,967 5,526 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 138,388 5,503 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 136,186 5,416 0.02% 0.02% 133 0 0.0% Q2 2026 Jul 28, 2026
Amundi History No change 135,608 5,393 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
State of Alaska, Department of Revenue History No change 135,091 5,371 0.05% 0.05% 135 0 0.0% Q2 2026 Jul 20, 2026
Pacer Advisors, Inc. History No change 134,807 5,361 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 133,840 5,322 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 133,309 5,301 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 131,770 5,240 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 131,068 5,213 0.01% 0.01% 140 0 0.0% Q2 2026 Jul 23, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 128,425 5,107 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 124,747 4,961 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
GSI Capital Advisors LLC History No change 124,408 4,947 2.33% 2.33% 143 0 0.0% Q2 2026 Aug 07, 2026
State of New Jersey Common Pension Fund D History No change 122,663 4,878 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 04, 2026
Investment Management Corp of Ontario History No change 117,072 4,655 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 115,387 4,588 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 114,103 4,537 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN CENTURY COMPANIES INC History No change 110,113 4,379 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 108,823 4,327 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 105,959 4,214 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 99,488 4,042 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 101,215 4,025 0.03% 0.03% 152 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History No change 100,901 4,013 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 23, 2026
GUGGENHEIM CAPITAL LLC History No change 98,970 3,936 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 96,344 3,832 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 95,943 3,815 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 93,017 3,699 0.05% 0.05% 157 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 91,772 3,649 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 31, 2026
DAVIS SELECTED ADVISERS History No change 90,280 3,590 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 87,515 3,480 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 87,396 3,475 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 86,734 3,449 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 10, 2026
Y-Intercept (Hong Kong) Ltd History No change 84,277 3,351 0.07% 0.07% 163 0 0.0% Q2 2026 Jul 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 84,050 3,342 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 82,782 3,292 0.02% 0.02% 165 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 79,533 3,163 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 79,310 3,154 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 78,768 3,132 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
READYSTATE ASSET MANAGEMENT LP History No change 75,162 2,989 0.1% 0.1% 169 0 0.0% Q2 2026 Aug 14, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 74,495 2,962 0.09% 0.09% 170 0 0.0% Q2 2026 Aug 10, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 70,771 2,880 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 71,302 2,835 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 13, 2026
Gradient Investments LLC History Reduced 75,139 2,823 0.04% 0.04% 173 -245 -0.33% Q3 2026 Oct 08, 2026
B. Metzler seel. Sohn & Co. AG History No change 70,771 2,814 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 70,311 2,796 0.03% 0.03% 175 0 0.0% Q2 2026 Jul 16, 2026
State of Tennessee, Department of Treasury History No change 70,265 2,794 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 69,023 2,708 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
GRS Advisors, LLC History No change 68,014 2,704 0.23% 0.23% 178 0 0.0% Q2 2026 Aug 14, 2026
Zimmer Partners, LP History No change 67,500 2,684 0.06% 0.06% 179 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 66,860 2,659 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 66,333 2,638 0.0% 0.0% 181 0 0.0% Q2 2026 Sep 02, 2026
Louisiana State Employees Retirement System History No change 66,300 2,636 0.04% 0.04% 182 0 0.0% Q2 2026 Jul 21, 2026
Arizona State Retirement System History No change 62,662 2,492 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 62,526 2,486 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 24, 2026
TORONTO DOMINION BANK History No change 61,477 2,444 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 59,947 2,384 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 05, 2026
Metis Global Partners, LLC History No change 59,041 2,348 0.05% 0.05% 187 0 0.0% Q2 2026 Aug 10, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 58,538 2,328 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 10, 2026
Measured Risk Portfolios, Inc. History No change 58,300 2,318 2.06% 2.06% 189 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Associates, LP History No change 57,421 2,283 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 55,769 2,217 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 03, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 55,606 2,211 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 25, 2026
Entropy Technologies, LP History No change 54,341 2,161 0.09% 0.09% 193 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History No change 53,625 2,132 0.45% 0.45% 194 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 53,347 2,121 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 53,060 2,110 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 53,000 2,107 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 30, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 53,000 2,107 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 22, 2026
KLP KAPITALFORVALTNING AS History No change 51,400 2,044 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 50,930 2,025 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 50,371 2,003 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 49,067 1,951 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 48,917 1,945 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 12, 2026
NEOS Investment Management LLC History No change 48,673 1,909 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 47,751 1,899 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 20, 2026
Pensionfund PDN History Reduced 50,000 1,879 1.11% 1.1% 206 -3,800 -7.06% Q3 2026 Oct 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 46,792 1,860 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 28, 2026
ROYAL BANK OF CANADA History No change 46,262 1,840 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 46,222 1,838 0.08% 0.08% 209 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 45,900 1,825 0.05% 0.05% 210 0 0.0% Q2 2026 Jul 29, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 45,006 1,789 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 07, 2026
Vestcor Inc History No change 44,900 1,786 0.04% 0.04% 212 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 42,457 1,741 0.03% 0.03% 213 0 0.0% Q2 2026 Jul 29, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 43,227 1,719 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 23, 2026
Bleakley Financial Group, LLC History No change 43,005 1,710 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 43,074 1,689 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History No change 42,400 1,686 0.22% 0.22% 217 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 42,200 1,678 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 41,928 1,668 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 41,669 1,657 0.04% 0.04% 220 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 40,773 1,621 0.02% 0.02% 221 0 0.0% Q2 2026 Aug 11, 2026
Greenland Capital Management LP History No change 40,000 1,590 0.2% 0.2% 222 0 0.0% Q2 2026 Aug 12, 2026
Private Capital Management, LLC History No change 39,420 1,567 0.14% 0.14% 223 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 38,086 1,514 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History No change 37,141 1,477 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 36,949 1,469 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 29, 2026
Sterling Capital Management LLC History No change 36,259 1,442 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 28, 2026
Atom Investors LP History No change 35,478 1,410 0.13% 0.13% 228 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 35,378 1,406 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 30, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 35,026 1,392 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 34,987 1,391 0.05% 0.05% 231 0 0.0% Q2 2026 Aug 06, 2026
Utah Retirement Systems History No change 34,602 1,376 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 14, 2026
Cander Asset Management LP History No change 34,152 1,358 0.25% 0.25% 233 0 0.0% Q2 2026 Aug 14, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 32,865 1,307 0.15% 0.15% 234 0 0.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History No change 31,076 1,235 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 31,068 1,234 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 04, 2026
Machina Capital S.A.S. History No change 30,147 1,198 0.19% 0.19% 237 0 0.0% Q2 2026 Aug 10, 2026
Red Door Wealth Management, LLC History No change 30,000 1,193 0.11% 0.11% 238 0 0.0% Q2 2026 Jul 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 29,940 1,190 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 10, 2026
Drucker Wealth 3.0, LLC History No change 29,768 1,183 0.19% 0.19% 240 0 0.0% Q2 2026 Jul 13, 2026
Nordwand Advisors, LLC History No change 29,000 1,153 0.18% 0.18% 241 0 0.0% Q2 2026 Aug 07, 2026
Empire Life Investments Inc. History No change 28,276 1,124 0.06% 0.06% 242 0 0.0% Q2 2026 Jul 24, 2026
BRIGHTON JONES LLC History No change 28,083 1,116 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 27,804 1,105 0.03% 0.03% 244 0 0.0% Q2 2026 Aug 11, 2026
UniSuper Management Pty Ltd History No change 27,400 1,089 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 27,201 1,081 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 27,071 1,076 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 25,658 1,020 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 06, 2026
Moran Wealth Management, LLC History No change 25,630 1,019 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 05, 2026
SIT INVESTMENT ASSOCIATES INC History No change 25,300 1,006 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 12, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 25,146 1,000 0.09% 0.09% 251 0 0.0% Q2 2026 Jul 29, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 24,915 990 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 24,643 980 0.03% 0.03% 253 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 24,085 957 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 23, 2026
Perpetual Ltd History No change 23,967 953 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 15, 2026
NATIXIS History No change 23,296 926 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 23,240 924 0.05% 0.05% 257 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 23,432 923 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 22,709 903 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 10, 2026
GSA CAPITAL PARTNERS LLP History No change 22,691 902 0.06% 0.06% 260 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 22,659 901 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Miller Global Investments, LLC History No change 23,898 898 0.72% 0.79% 262 0 0.0% Q3 2026 Oct 02, 2026
BNP Paribas Asset Management Holding S.A. History No change 22,578 897 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
Pensionfund Sabic History Reduced 23,700 891 1.07% 1.09% 264 -2,000 -7.78% Q3 2026 Oct 05, 2026
Integrated Wealth Concepts LLC History No change 22,332 888 0.01% 0.01% 265 0 0.0% Q2 2026 Sep 08, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,290 886 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 11, 2026
FEDERATED HERMES, INC. History No change 21,993 874 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 12, 2026
Knights of Columbus Asset Advisors LLC History No change 21,209 843 0.04% 0.04% 268 0 0.0% Q2 2026 Jul 31, 2026
D. E. Shaw & Co., Inc. History No change 21,188 842 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 21,017 835 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 20,979 834 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 17, 2026
HB Wealth Management, LLC History No change 20,724 824 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 20,218 804 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 05, 2026
Brevan Howard Capital Management LP History No change 19,886 790 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 19,698 783 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 19,469 774 0.41% 0.41% 276 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 19,311 767 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 18,439 733 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 07, 2026
Ensign Peak Advisors, Inc History No change 18,265 726 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Frec Markets, Inc. History No change 18,222 724 0.06% 0.06% 280 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 18,193 723 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 18,087 719 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
NorthCrest Asset Manangement, LLC History No change 18,049 718 0.02% 0.02% 283 0 0.0% Q2 2026 Jul 15, 2026
NISA INVESTMENT ADVISORS, LLC History No change 18,010 716 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 10, 2026
Total Wealth Planning & Management, Inc. History No change 17,918 712 0.48% 0.48% 285 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 17,802 707 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 17,788 707 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 16,697 699 0.03% 0.03% 288 0 0.0% Q2 2026 Jul 23, 2026
Bull Harbor Capital LLC History No change 17,508 696 0.14% 0.14% 289 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 16,680 663 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 07, 2026
Crossmark Global Holdings, Inc. History No change 16,510 656 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 16, 2026
West Family Investments, Inc. History No change 16,172 643 0.19% 0.19% 292 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA SECURITIES, LLC History No change 16,028 637 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,737 625 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 07, 2026
MQS Management LLC History No change 15,656 622 0.76% 0.76% 295 0 0.0% Q2 2026 Aug 07, 2026
Vanderbilt University History No change 15,631 621 0.09% 0.09% 296 0 0.0% Q2 2026 Jul 22, 2026
Inspire Investing, LLC History No change 15,613 620 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 15,574 619 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 15,315 609 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 08, 2026
Krilogy Financial LLC History No change 15,251 606 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 14,439 574 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
Frank, Rimerman Advisors LLC History No change 14,453 574 0.03% 0.03% 302 0 0.0% Q2 2026 Jul 27, 2026
Baker Avenue Asset Management, LP History No change 14,381 571 0.01% 0.01% 303 0 0.0% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 14,288 568 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 14,200 564 0.11% 0.11% 305 0 0.0% Q2 2026 Jul 14, 2026
WINMILL & CO. INC History No change 14,000 556 0.12% 0.12% 306 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 13,999 556 0.0% 0.0% 307 0 0.0% Q2 2026 Jul 29, 2026
CULLEN/FROST BANKERS, INC. History No change 13,929 553 0.01% 0.01% 308 0 0.0% Q2 2026 Jul 27, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 13,522 537 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Reduced 14,163 532 0.02% 0.02% 310 -2,807 -16.54% Q3 2026 Oct 08, 2026
Waverly Advisors, LLC History No change 13,209 525 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 13,129 522 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 13,035 518 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 13,019 517 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 12,910 513 0.01% 0.01% 315 0 0.0% Q2 2026 Aug 03, 2026
DnB Asset Management AS History No change 12,908 513 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 11, 2026
WADDELL & ASSOCIATES, LLC History No change 12,742 506 0.03% 0.03% 317 0 0.0% Q2 2026 Jul 15, 2026
Penserra Capital Management LLC History No change 12,569 499 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 12,432 494 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 11, 2026
111 Capital History No change 12,359 491 0.08% 0.08% 320 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 12,247 487 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 04, 2026
Parcion Private Wealth LLC History No change 12,033 478 0.03% 0.03% 322 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 11,975 476 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 11, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. History No change 11,965 475 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 11,787 468 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 30, 2026
IFG Advisory, LLC History No change 11,585 460 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 13, 2026
Abel Hall, LLC History No change 11,439 454 0.08% 0.08% 327 0 0.0% Q2 2026 Jul 24, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 11,414 453 0.08% 0.08% 328 0 0.0% Q2 2026 Aug 04, 2026
Mutual Advisors, LLC History No change 11,390 452 0.01% 0.01% 329 0 0.0% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History No change 202 447 0.04% 0.04% 330 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 11,138 442 0.01% 0.01% 331 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 10,985 436 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 10,914 434 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 10,690 425 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 10,476 416 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 04, 2026
Wealth Quarterback LLC History No change 10,227 406 0.13% 0.13% 336 0 0.0% Q2 2026 Jul 27, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 10,203 405 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 06, 2026
World Investment Advisors History No change 10,958 404 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 10,075 400 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 10, 2026
DoubleLine ETF Adviser LP History No change 10,066 400 0.17% 0.17% 340 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 9,846 391 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 14, 2026
Norinchukin Bank, The History No change 9,795 389 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
Monument Capital Management History Reduced 10,180 382 0.08% 0.09% 344 -846 -7.67% Q3 2026 Oct 08, 2026
MARSHALL WACE, LLP History No change 9,625 382 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 9,232 367 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 06, 2026
Ninety One UK Ltd History No change 8,985 357 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 16, 2026
Kestra Investment Management, LLC History No change 8,948 355 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 05, 2026
Apollon Wealth Management, LLC History No change 8,925 354 0.0% 0.0% 348 0 0.0% Q2 2026 Jul 22, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 8,923 354 0.01% 0.01% 349 0 0.0% Q2 2026 Jul 31, 2026
VestGen Advisors, LLC History No change 8,835 351 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 11, 2026
NTV ASSET MANAGEMENT LLC History No change 8,820 350 0.03% 0.03% 351 0 0.0% Q2 2026 Aug 05, 2026
iA Global Asset Management Inc. History No change 8,719 347 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 29, 2026
Freestone Grove Partners LP History No change 8,744 347 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 8,573 340 0.03% 0.03% 354 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 8,189 325 0.0% 0.0% 355 0 0.0% Q2 2026 Sep 08, 2026
Park Place Capital Corp History No change 8,195 325 0.05% 0.05% 356 0 0.0% Q2 2026 Aug 13, 2026
Capstone Wealth Management, LLC History No change 8,105 322 0.15% 0.15% 357 0 0.0% Q2 2026 Jul 23, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 7,900 321 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History No change 8,066 320 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 15, 2026
MISSION WEALTH MANAGEMENT, LP History No change 7,930 315 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 20, 2026
Curi Capital, LLC History No change 7,770 309 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 7,792 309 0.03% 0.03% 362 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History Added to 8,072 303 0.03% 0.02% 363 +1,801 28.72% Q3 2026 Oct 01, 2026
Ashton Thomas Private Wealth, LLC History No change 7,607 302 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 29, 2026
DRW Securities, LLC History No change 7,557 300 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 7,519 299 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 7,508 298 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 7,328 291 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 7,292 290 0.01% 0.01% 369 0 0.0% Q2 2026 Jul 20, 2026
CERTUITY, LLC History No change 7,296 290 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 28, 2026
O'Brien Greene & Co. Inc History No change 7,286 289 0.08% 0.08% 371 0 0.0% Q2 2026 Aug 06, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 7,232 287 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 7,131 283 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 07, 2026
CIBC Asset Management Inc History No change 7,133 283 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 03, 2026
Crestwood Advisors Group, LLC History No change 7,019 279 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 03, 2026
Sagewood Asset Management LP History No change 6,983 277 0.06% 0.06% 376 0 0.0% Q2 2026 Jul 29, 2026
EverSource Wealth Advisors, LLC History No change 6,920 275 0.01% 0.01% 377 0 0.0% Q2 2026 Jul 24, 2026
Mattson Financial Services, LLC History No change 6,517 274 0.06% 0.06% 378 0 0.0% Q2 2026 Aug 04, 2026
Horizon Investments, LLC History No change 6,867 269 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 6,747 268 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 05, 2026
North Dakota State Investment Board History No change 6,732 267 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 04, 2026
Twin Tree Management, LP History No change 6,706 266 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 12, 2026
Impact Partnership Wealth, LLC History No change 6,662 264 0.03% 0.03% 383 0 0.0% Q2 2026 Jul 29, 2026
SYM FINANCIAL Corp History No change 6,544 260 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 04, 2026
Brown Financial Advisors History No change 6,516 259 0.09% 0.09% 385 0 0.0% Q2 2026 Aug 26, 2026
Caerus Investment Advisors, LLC History No change 6,260 248 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 6,214 247 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 6,191 246 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 13, 2026
Worth Venture Partners, LLC History No change 6,200 246 0.55% 0.55% 389 0 0.0% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History No change 6,091 242 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 6,081 241 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 31, 2026
EntryPoint Capital, LLC History No change 6,068 241 0.06% 0.06% 392 0 0.0% Q2 2026 Aug 13, 2026
Grey Fox Wealth Advisors, LLC History No change 5,989 238 0.04% 0.04% 393 0 0.0% Q2 2026 Jul 17, 2026
Wick Capital Partners, LLC History No change 5,955 236 0.04% 0.04% 394 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 5,873 233 0.03% 0.03% 395 0 0.0% Q2 2026 Jul 23, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 5,550 232 0.09% 0.09% 396 0 0.0% Q2 2026 Aug 12, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,801 230 0.0% 0.0% 397 0 0.0% Q2 2026 Jul 15, 2026
FJ Capital Management LLC History No change 5,806 230 0.03% 0.03% 398 0 0.0% Q2 2026 Aug 14, 2026
Papamarkou Wellner Asset Management inc. History No change 5,800 230 0.14% 0.14% 399 0 0.0% Q2 2026 Aug 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 5,721 227 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 29, 2026
Jump Financial, LLC History No change 5,696 226 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 13, 2026
Stonebrook Private Inc. History No change 5,647 224 0.04% 0.04% 402 0 0.0% Q2 2026 Aug 14, 2026
Kaizen Financial Strategies History Added to 5,852 219 0.09% 0.08% 403 +73 1.26% Q3 2026 Oct 09, 2026
Rothschild Wealth LLC History No change 5,490 218 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 11, 2026
Soltis Investment Advisors LLC History No change 5,480 217 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 31, 2026
Fund Advisors of America Inc/FL History No change 5,475 217 0.2% 0.2% 406 0 0.0% Q2 2026 Aug 11, 2026
AlphaGrep UK Ltd History No change 5,462 217 0.06% 0.06% 407 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 5,453 216 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT SECURITIES GROUP LLC History No change 5,424 215 0.02% 0.02% 409 0 0.0% Q2 2026 Aug 03, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 5,261 209 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 5,245 208 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 5,222 207 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE GROUP LLC History No change 5,118 203 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 13, 2026
GW HENSSLER & ASSOCIATES LTD History No change 5,107 203 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 28, 2026
Essential Partners LLC History No change 5,071 201 0.09% 0.09% 415 0 0.0% Q2 2026 Aug 10, 2026
Optas, LLC History No change 5,045 200 0.03% 0.03% 416 0 0.0% Q2 2026 Jul 21, 2026
Virtus Investment Advisers, LLC History No change 4,822 191 0.04% 0.04% 417 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 4,751 178 0.01% 0.01% 418 +1,204 33.94% Q3 2026 Oct 08, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,273 176 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 4,605 173 0.0% 0.0% 420 +192 4.35% Q3 2026 Oct 08, 2026
UMB Bank, n.a. History No change 4,109 163 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 3,158 125 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 23, 2026
Eurizon Capital SGR S.p.A. History No change 2,986 121 0.0% 0.0% 423 0 0.0% Q2 2026 Jul 29, 2026
GF FUND MANAGEMENT CO. LTD. History No change 3,038 120 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 07, 2026
FIL Ltd History No change 2,913 115 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 2,801 111 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 05, 2026
True Wealth Design, LLC History No change 2,687 106 0.03% 0.03% 427 0 0.0% Q2 2026 Jul 16, 2026
Larson Financial Group LLC History No change 2,484 98 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 2,420 96 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 04, 2026
Employees Retirement System of Texas History No change 2,301 92 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 2,183 86 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 05, 2026
SJS Investment Consulting Inc. History No change 1,974 78 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 22, 2026
Quent Capital, LLC History No change 1,753 69 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,830 68 0.02% 0.02% 434 +413 29.15% Q3 2026 Oct 07, 2026
Clearstead Advisors, LLC History No change 1,583 62 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 1,516 60 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 1,307 51 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 941 37 0.0% 0.0% 438 0 0.0% Q2 2026 Sep 04, 2026
Mirae Asset Global Investments Co., Ltd. History No change 937 37 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 951 37 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 17, 2026
Basecamp Wealth Advisors LLC History No change 775 30 0.01% 0.01% 441 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 730 29 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 17, 2026
Wiser Advisor Group LLC History No change 712 28 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 662 26 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 30, 2026
CX Institutional History Added to 603 23 0.0% 0.0% 446 +277 84.97% Q3 2026 Oct 02, 2026
BESSEMER GROUP INC History No change 569 23 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Asset Management LLP History No change 548 22 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 18, 2026
Heritage Wealth Advisors History No change 560 22 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 14, 2026
V-Square Quantitative Management LLC History No change 537 21 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 27, 2026
First Bancorp, Inc /ME/ History No change 500 19 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 478 19 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 28, 2026
Stone House Investment Management, LLC History No change 493 19 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 05, 2026
MATHER GROUP, LLC. History No change 476 18 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 27, 2026
DANSKE BANK A/S History No change 400 15 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 10, 2026
Bank of New Hampshire History No change 415 15 0.0% 0.0% 455 0 0.0% Q3 2026 Oct 06, 2026
HHM Wealth Advisors, LLC History No change 360 14 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 13, 2026
Activest Wealth Management History No change 336 13 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 300 11 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 15, 2026
Rossby Financial, LCC History No change 278 11 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 04, 2026
Smartleaf Asset Management LLC History No change 257 10 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 12, 2026
CENTRAL TRUST Co History No change 245 9 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 31, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 237 9 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 27, 2026
IMA Advisory Services, Inc. History No change 250 9 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 215 8 0.0% 0.0% 465 -145 -40.28% Q3 2026 Oct 05, 2026
MEEDER ASSET MANAGEMENT INC History No change 212 8 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 07, 2026
Roxbury Financial LLC History Added to 193 7 0.01% 0.01% 470 +2 1.05% Q3 2026 Oct 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 188 7 0.0% 0.0% 466 0 0.0% Q2 2026 Jul 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 197 7 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 200 7 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 20, 2026
Gould Capital, LLC History No change 200 7 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 07, 2026
Owl Creek Wealth Partners LLC History No change 190 7 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 20, 2026
GoalVest Advisory LLC History New 168 6 0.0% — 476 +168 New Q3 2026 Oct 02, 2026
Jackson, Grant Investment Advisers, Inc. History No change 166 6 0.0% 0.0% 472 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 156 6 0.0% 0.0% 473 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 160 6 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History No change 159 6 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 135 5 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 131 5 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 07, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 136 5 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 14, 2026
GK Wealth Management LLC History New 113 4 0.0% — 483 +113 New Q3 2026 Oct 09, 2026
Cornerstone Planning Group LLC History No change 112 4 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 104 4 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 03, 2026
JPL Wealth Management, LLC History No change 123 4 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 80 3 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 03, 2026
Asset Planning,Inc History No change 100 3 0.0% 0.0% 485 0 0.0% Q2 2026 Jul 27, 2026
Chung Wu Investment Group, LLC History No change 100 3 0.0% 0.0% 486 0 0.0% Q2 2026 Jul 31, 2026
FIRST HORIZON CORP History No change 59 2 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 70 2 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 64 2 0.0% 0.0% 489 0 0.0% Q2 2026 Jul 13, 2026
Principia Wealth Advisory, LLC History No change 56 2 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 60 2 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 65 2 0.0% 0.0% 492 0 0.0% Q3 2026 Oct 07, 2026
WPG Advisers, LLC History No change 51 2 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 05, 2026
Ares Financial Consulting, LLC History No change 66 2 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 09, 2026
Silver Grove Financial Group, Inc. History No change 68 2 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 49 1 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors, Ltd. LLC History No change 20 1 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 16, 2026
Avion Wealth History No change 27 1 0.0% 0.0% 498 0 0.0% Q2 2026 Jul 31, 2026
Dogwood Wealth Management LLC History No change 28 1 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 06, 2026
Kilter Group LLC History No change 28 1 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 26 1 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 28 1 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 28, 2026
Allied Private Wealth LLC History No change 36 1 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 09, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -753 -100.0% Q3 2026 Oct 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 21 0 — — — 0 0.0% Q2 2026 Sep 02, 2026
SouthState Bank Corp History No change 13 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 14 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 21 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Quaker Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
TFC Financial Management, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
DHJJ Financial Advisors, Ltd. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Cassaday & Co Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Bruce G. Allen Investments, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Sachetta, LLC History No change 22 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Management Group, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
American Capital Advisory, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Planning Strategies Inc. History No change 9 0 — — — 0 0.0% Q3 2026 Oct 02, 2026