Community West Bancshares - CWBC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,386,807 | 64,109 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,370,476 | 35,687 | 0.01% | 0.01% | 2 | +105,384 | 8.33% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,136,107 | 30,515 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,075,657 | 28,892 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 815,651 | 21,908 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 622,211 | 16,205 | 0.0% | 0.0% | 6 | +5,238 | 0.85% | Q3 2026 | Nov 06, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 500,161 | 13,434 | 0.27% | 0.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 494,690 | 13,287 | 2.51% | 2.51% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 471,251 | 12,271 | 0.34% | 0.34% | 9 | -14,338 | -2.95% | Q3 2026 | Nov 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 385,572 | 10,356 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 338,451 | 9,090 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PL Capital Advisors, LLC | History | No change | 329,551 | 8,851 | 2.46% | 2.46% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 326,583 | 8,772 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 296,127 | 7,953 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 286,953 | 7,707 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 277,860 | 7,463 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 259,325 | 6,965 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 221,531 | 5,950 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 209,607 | 5,630 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 205,949 | 5,531 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 169,407 | 4,550 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cutler Capital Management, LLC | History | No change | 162,139 | 4,355 | 1.13% | 1.13% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 157,284 | 4,224 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 155,829 | 4,185 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 150,357 | 4,038 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 130,451 | 3,503 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 127,116 | 3,414 | 0.83% | 0.83% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 107,832 | 2,896 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 105,266 | 2,741 | 0.0% | 0.0% | 29 | +69,223 | 192.06% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 101,851 | 2,735 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 98,680 | 2,650 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 100,456 | 2,615 | 0.0% | 0.0% | 32 | +3,636 | 3.76% | Q3 2026 | Nov 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 95,615 | 2,568 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 87,057 | 2,338 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 78,625 | 2,111 | 0.8% | 0.8% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 77,984 | 2,094 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 69,767 | 1,873 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 68,003 | 1,826 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 70,111 | 1,825 | 0.0% | 0.0% | 39 | +3,035 | 4.52% | Q3 2026 | Nov 06, 2026 |
| XTX Topco Ltd | History | No change | 65,966 | 1,771 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 67,444 | 1,756 | 0.0% | 0.0% | 41 | -4,231 | -5.9% | Q3 2026 | Nov 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 67,460 | 1,571 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 55,552 | 1,492 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 52,414 | 1,407 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 52,064 | 1,398 | 0.74% | 0.74% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 51,345 | 1,379 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 50,881 | 1,366 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 47,000 | 1,262 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 46,289 | 1,243 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 43,256 | 1,161 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | No change | 42,723 | 1,147 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,225 | 1,099 | 0.01% | 0.01% | 52 | +122 | 0.29% | Q3 2026 | Nov 06, 2026 |
| Nuveen, LLC | History | No change | 38,202 | 1,026 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 37,907 | 1,018 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 34,896 | 937 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 33,874 | 909 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 34,709 | 903 | 0.0% | 0.0% | 57 | +2,569 | 7.99% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 32,388 | 869 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 32,099 | 862 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 31,467 | 845 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 31,110 | 835 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 30,962 | 831 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 27,854 | 748 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 25,445 | 683 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 25,300 | 679 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Platform Wealth Management, LLC | History | No change | 24,791 | 665 | 0.24% | 0.24% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 23,976 | 644 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,000 | 644 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 23,796 | 639 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Holdings, LLC | History | No change | 21,906 | 588 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 20,869 | 560 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,457 | 550 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 20,950 | 545 | 0.0% | 0.0% | 73 | -3,049 | -12.7% | Q3 2026 | Nov 06, 2026 |
| Private Advisor Group, LLC | History | No change | 19,869 | 533 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 18,053 | 484 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 17,448 | 468 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 16,409 | 440 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Center, Inc. | History | No change | 16,283 | 437 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,426 | 414 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,013 | 403 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 14,148 | 380 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,564 | 353 | 0.0% | 0.0% | 82 | -3,123 | -18.72% | Q3 2026 | Nov 06, 2026 |
| Graham Capital Management, L.P. | History | No change | 12,315 | 330 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | No change | 11,850 | 314 | 0.22% | 0.23% | 84 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,563 | 310 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,502 | 307 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,322 | 304 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,646 | 285 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 10,632 | 285 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 10,540 | 283 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,462 | 281 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Composition Wealth, LLC | History | No change | 10,396 | 279 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SG Americas Securities, LLC | History | No change | 9,872 | 265 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 9,175 | 246 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,383 | 244 | 0.0% | 0.0% | 95 | +4,076 | 76.8% | Q3 2026 | Nov 06, 2026 |
| Sharper & Granite LLC | History | No change | 10,362 | 241 | 0.08% | 0.09% | 96 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 9,253 | 240 | 0.05% | 0.06% | 97 | -393 | -4.07% | Q3 2026 | Nov 06, 2026 |
| RS CRUM INC. | History | No change | 8,873 | 231 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ELCO Management Co., LLC | History | No change | 8,796 | 229 | 0.11% | 0.1% | 99 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,558 | 229 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,440 | 226 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 8,247 | 214 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,483 | 200 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 7,478 | 200 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 7,375 | 198 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,553 | 176 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,484 | 120 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 3,223 | 83 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 2,906 | 75 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Legal & General Group Plc | History | No change | 2,370 | 63 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,114 | 56 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeDora Capital, Inc. | History | New | 2,000 | 52 | 0.01% | — | 112 | +2,000 | New | Q3 2026 | Oct 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,577 | 42 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 1,147 | 29 | 0.0% | 0.0% | 114 | +399 | 53.34% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,020 | 26 | 0.0% | 0.0% | 116 | -2,248 | -68.79% | Q3 2026 | Oct 08, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 995 | 26 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 762 | 20 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 723 | 19 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 544 | 14 | 0.0% | 0.0% | 119 | +125 | 29.83% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 539 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 540 | 14 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 391 | 10 | 0.0% | 0.0% | 123 | +9 | 2.36% | Q3 2026 | Oct 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 379 | 10 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 343 | 9 | 0.0% | 0.0% | 124 | +18 | 5.54% | Q3 2026 | Oct 22, 2026 |
| FEDERATED HERMES, INC. | History | No change | 314 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 323 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 307 | 7 | 0.0% | — | 127 | +299 | 3737.5% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 166 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 189 | 4 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 123 | 3 | 0.0% | 0.0% | 132 | +12 | 10.81% | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | No change | 150 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | No change | 122 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | No change | 130 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 96 | 2 | 0.0% | 0.0% | 134 | +5 | 5.49% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 88 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 1 | 0.0% | — | 142 | +50 | New | Q3 2026 | Oct 21, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 73 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 57 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 52 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -9,469 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -51 | -58.62% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Reduced | 12 | 0 | — | — | — | -4 | -25.0% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |