Dave Inc./DE - DAVE

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 1,667,948 621,460 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
Hood River Capital Management LLC History No change 1,104,277 411,442 2.98% 2.98% 2 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 805,597 300,157 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
Divisadero Street Capital Management, LP History No change 699,366 260,576 5.91% 5.91% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 479,746 178,748 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 474,139 176,659 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 457,782 170,564 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 406,752 151,551 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 367,378 136,881 0.19% 0.19% 9 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 341,843 127,384 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 331,537 123,527 0.72% 0.72% 11 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 296,574 110,500 0.01% 0.01% 12 0 0.0% Q2 2026 Sep 02, 2026
Invesco Ltd. History No change 296,156 110,344 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 286,367 106,697 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 268,500 100,040 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 06, 2026
DIMENSIONAL FUND ADVISORS LP History No change 255,679 95,262 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 239,466 89,222 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 234,648 87,427 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 227,827 84,886 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 12, 2026
Whetstone Capital Advisors, LLC History No change 223,078 83,116 21.85% 21.85% 20 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 212,175 79,054 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 205,552 76,586 0.21% 0.21% 22 0 0.0% Q2 2026 Aug 12, 2026
FINDELL CAPITAL MANAGEMENT LLC History No change 145,000 54,025 7.61% 7.61% 23 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 140,231 52,248 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 136,922 51,054 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 135,893 50,632 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 116,967 43,580 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 105,686 39,377 0.21% 0.21% 28 0 0.0% Q2 2026 Aug 14, 2026
Portolan Capital Management, LLC History No change 105,338 39,247 1.47% 1.47% 29 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 97,550 36,347 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 97,314 36,258 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 200,203 34,853 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 91,200 33,980 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 84,897 31,631 1.13% 1.13% 34 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 82,364 30,688 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 81,131 30,228 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 11, 2026
SEI INVESTMENTS CO History No change 79,652 29,677 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 14, 2026
OBERWEIS ASSET MANAGEMENT INC/ History No change 78,902 29,398 0.61% 0.61% 38 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 78,162 29,122 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 74,584 27,789 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
Metavasi Capital LP History No change 72,534 27,025 9.43% 9.43% 41 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 69,400 25,857 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 68,957 25,693 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 06, 2026
PEAK6 LLC History No change 68,902 25,672 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 62,646 23,341 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA INVESTMENTS, LP History No change 62,085 23,132 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 14, 2026
Buckley Capital Advisors, LLC History No change 57,200 21,312 13.2% 13.2% 47 0 0.0% Q2 2026 Aug 11, 2026
G2 Investment Partners Management LLC History No change 56,991 21,234 3.87% 3.87% 48 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 50,706 18,892 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 04, 2026
Calamos Advisors LLC History No change 46,156 17,197 0.06% 0.06% 50 0 0.0% Q2 2026 Jul 31, 2026
Point72 Asset Management, L.P. History No change 45,700 17,027 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 42,451 15,816 0.01% 0.01% 52 0 0.0% Q2 2026 Sep 02, 2026
MARSHALL WACE, LLP History No change 39,946 14,883 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 39,499 14,716 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
S SQUARED TECHNOLOGY, LLC History No change 38,040 14,173 4.4% 4.4% 55 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 37,346 13,943 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 36,333 13,537 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 35,622 13,272 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 33,917 12,637 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 33,832 12,605 0.41% 0.41% 60 0 0.0% Q2 2026 Jul 17, 2026
GLOBEFLEX CAPITAL L P History No change 30,606 11,403 1.46% 1.46% 61 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 29,244 10,896 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 27,556 10,267 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 27,354 10,188 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
INTERCAPITAL, LLC History No change 27,000 10,059 2.51% 2.51% 65 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 26,993 10,057 0.24% 0.24% 66 0 0.0% Q2 2026 Aug 05, 2026
Legal & General Group Plc History No change 26,824 9,994 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 24,947 9,295 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 07, 2026
DANSKE BANK A/S History No change 24,749 9,221 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History No change 23,951 9,176 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 13, 2026
SEGALL BRYANT & HAMILL, LLC History No change 24,616 9,171 0.11% 0.11% 71 0 0.0% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History No change 24,186 9,011 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 11, 2026
Prospect Capital Advisors, LLC History No change 23,585 8,787 3.99% 3.99% 73 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 23,153 8,626 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 06, 2026
GROUP ONE TRADING LLC History No change 22,083 8,227 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 21,913 8,164 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 21,750 8,105 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 20,800 7,749 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 11, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 19,894 7,412 0.26% 0.26% 79 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 19,299 7,190 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
Ensign Peak Advisors, Inc History No change 18,410 6,859 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 18,108 6,746 0.03% 0.03% 82 0 0.0% Q2 2026 Aug 11, 2026
LORD, ABBETT & CO. LLC History No change 18,096 6,742 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 18,055 6,727 0.45% 0.45% 84 0 0.0% Q2 2026 Aug 12, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 17,672 6,584 0.31% 0.31% 85 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 15,803 5,888 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,833 5,527 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 14,552 5,421 0.07% 0.07% 88 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 14,200 5,290 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 14,145 5,270 0.1% 0.1% 90 0 0.0% Q2 2026 Aug 14, 2026
Interval Partners, LP History No change 14,100 5,253 0.14% 0.14% 91 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 13,862 5,164 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 13,300 4,955 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 03, 2026
Lisanti Capital Growth, LLC History No change 13,060 4,866 1.07% 1.07% 94 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 12,954 4,827 0.33% 0.33% 95 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 12,438 4,634 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
Havemeyer Place LP History No change 12,413 4,624 0.46% 0.46% 97 0 0.0% Q2 2026 Aug 13, 2026
Regal Partners Ltd History No change 12,381 4,613 0.25% 0.25% 98 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 12,130 4,519 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 11,934 4,446 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 24, 2026
HRT FINANCIAL LP History No change 11,374 4,237 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
Informed Momentum Co LLC History No change 11,293 4,207 0.37% 0.37% 102 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 11,198 4,172 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 10,903 4,062 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 10,856 4,044 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 10,504 3,913 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 10,366 3,862 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 06, 2026
Ruffer LLP History No change 10,187 3,791 0.13% 0.13% 108 0 0.0% Q2 2026 Jul 30, 2026
Anson Funds Management LP History No change 10,000 3,725 0.22% 0.22% 109 0 0.0% Q2 2026 Aug 13, 2026
Tenzing Global Management, LLC History No change 10,000 3,725 1.72% 1.72% 110 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 10,000 3,725 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 9,355 3,486 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 9,300 3,465 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 9,250 3,446 0.07% 0.07% 114 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 9,100 3,390 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 25, 2026
Trexquant Investment LP History No change 9,027 3,363 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 8,946 3,333 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 8,508 3,169 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Services, LLC History No change 8,185 3,049 0.47% 0.47% 119 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 8,024 2,989 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 8,000 2,980 0.18% 0.18% 121 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 7,880 2,936 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 7,587 2,826 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 7,423 2,765 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 7,226 2,692 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 7,128 2,655 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 6,993 2,605 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 03, 2026
Moran Wealth Management, LLC History No change 6,892 2,567 0.07% 0.07% 128 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,812 2,538 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 6,690 2,492 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 6,685 2,490 0.21% 0.21% 131 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 6,466 2,409 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 05, 2026
OAK RIDGE INVESTMENTS LLC History No change 6,389 2,380 0.13% 0.13% 133 0 0.0% Q2 2026 Jul 21, 2026
Future Fund LLC History No change 6,273 2,337 0.67% 0.67% 134 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 6,178 2,301 0.02% 0.02% 135 0 0.0% Q2 2026 Jul 20, 2026
Illinois Municipal Retirement Fund History No change 6,118 2,279 0.03% 0.03% 136 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 5,996 2,234 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,904 2,199 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 29, 2026
Sanctuary Advisors, LLC History No change 5,582 2,079 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 5,456 2,032 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 11,593 2,018 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 5,203 1,938 0.2% 0.2% 142 0 0.0% Q2 2026 Aug 06, 2026
Tidal Investments LLC History No change 5,200 1,937 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 5,058 1,884 0.0% 0.0% 144 0 0.0% Q2 2026 Sep 09, 2026
SIERRA SUMMIT ADVISORS LLC History No change 4,926 1,835 0.2% 0.2% 145 0 0.0% Q2 2026 Jul 20, 2026
Advisors Asset Management, Inc. History No change 4,886 1,820 0.03% 0.03% 146 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,727 1,761 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 5,377 1,728 0.17% 0.2% 148 +2 0.04% Q3 2026 Oct 08, 2026
Pathstone Holdings, LLC History No change 4,622 1,722 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 4,616 1,719 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 04, 2026
Louisiana State Employees Retirement System History No change 4,500 1,676 0.02% 0.02% 151 0 0.0% Q2 2026 Jul 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,229 1,575 0.0% 0.0% 152 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 4,203 1,565 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History No change 4,198 1,564 0.03% 0.03% 154 0 0.0% Q2 2026 Jul 13, 2026
MML INVESTORS SERVICES, LLC History No change 3,970 1,479 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
GSA CAPITAL PARTNERS LLP History No change 3,918 1,460 0.09% 0.09% 156 0 0.0% Q2 2026 Aug 06, 2026
FJ Capital Management LLC History No change 3,900 1,453 0.19% 0.19% 157 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 3,876 1,444 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Jackson Creek Investment Advisors LLC History No change 3,830 1,427 0.47% 0.47% 159 0 0.0% Q2 2026 Aug 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,800 1,415 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 3,786 1,410 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,702 1,379 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 29, 2026
Entropy Technologies, LP History No change 3,700 1,378 0.05% 0.05% 163 0 0.0% Q2 2026 Aug 13, 2026
Cander Asset Management LP History No change 3,687 1,373 0.25% 0.25% 164 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,550 1,322 0.05% 0.05% 165 0 0.0% Q2 2026 Jul 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,608 1,275 0.0% 0.0% 166 +525 17.03% Q3 2026 Oct 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 3,200 1,192 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 23, 2026
ALGERT GLOBAL LLC History No change 3,200 1,192 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 3,665 1,178 0.03% 0.04% 169 -45 -1.21% Q3 2026 Oct 13, 2026
State of Tennessee, Department of Treasury History No change 3,160 1,177 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 3,075 1,145 0.02% 0.02% 171 0 0.0% Q2 2026 Jul 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,999 1,117 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 2,975 1,108 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 23, 2026
GREAT LAKES ADVISORS, LLC History No change 2,969 1,106 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 2,885 1,074 0.04% 0.04% 175 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 2,885 1,074 0.12% 0.12% 176 0 0.0% Q2 2026 Jul 31, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 2,881 1,073 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 07, 2026
Arizona State Retirement System History No change 2,856 1,064 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 2,846 1,060 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 2,860 1,059 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,810 1,046 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 2,784 1,037 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 2,783 1,036 0.01% 0.01% 183 0 0.0% Q2 2026 Jul 16, 2026
Penserra Capital Management LLC History No change 2,765 1,030 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 2,746 1,023 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 2,737 1,019 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,655 989 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Investments Australia, Ltd. History No change 2,657 989 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 2,641 984 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Technology Lab Private Ltd History No change 2,603 970 0.22% 0.22% 190 0 0.0% Q2 2026 Aug 13, 2026
Harbour Capital Advisors, LLC History Added to 3,002 965 0.18% 0.22% 191 +30 1.01% Q3 2026 Oct 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,562 954 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
Ares Systematic Credit Ltd History No change 2,558 953 0.58% 0.58% 193 0 0.0% Q2 2026 Aug 14, 2026
Scientech Research LLC History No change 2,529 942 0.76% 0.76% 194 0 0.0% Q2 2026 Aug 14, 2026
Braeburn Wealth Management LLC History No change 2,496 929 0.4% 0.4% 195 0 0.0% Q2 2026 Jul 21, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 2,460 916 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 17, 2026
Squarepoint Ops LLC History No change 2,434 906 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 2,400 894 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 30, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 2,332 868 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 28, 2026
Handelsbanken Fonder AB History No change 2,300 857 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 10, 2026
KLP KAPITALFORVALTNING AS History No change 2,300 856 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 2,274 847 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 2,255 840 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
CIM, LLC History No change 2,254 839 0.11% 0.11% 204 0 0.0% Q2 2026 Aug 13, 2026
OPTIMIZE FINANCIAL INC. History No change 2,184 813 0.29% 0.29% 205 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 2,184 813 0.19% 0.19% 206 0 0.0% Q2 2026 Aug 13, 2026
Lotus Technology Management, LP History No change 1,792 809 0.99% 0.99% 207 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 2,160 804 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 14, 2026
Meros Investment Management, LP History No change 2,060 767 0.24% 0.24% 209 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 2,031 756 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 13, 2026
FNY Investment Advisers, LLC History No change 2,000 745 0.27% 0.27% 211 0 0.0% Q2 2026 Jul 08, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 1,917 714 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 17, 2026
AdvisorShares Investments LLC History No change 1,870 696 0.08% 0.08% 213 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 1,785 665 0.02% 0.02% 214 0 0.0% Q2 2026 Jul 22, 2026
Yorktown Management & Research Co Inc History No change 1,750 652 0.4% 0.4% 215 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 1,729 644 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History No change 1,679 625 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 30, 2026
Quantbot Technologies LP History No change 1,628 606 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 1,571 585 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 05, 2026
Polymer Capital Management (US) LLC History No change 1,571 585 0.08% 0.08% 220 0 0.0% Q2 2026 Aug 14, 2026
Stirlingshire Investments, Inc. History No change 1,566 583 0.43% 0.43% 221 0 0.0% Q2 2026 Jul 31, 2026
Maryland State Retirement & Pension System History No change 1,511 562 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 30, 2026
Advyzon Investment Management, LLC History No change 1,500 558 0.04% 0.04% 223 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Reduced 1,710 550 0.01% 0.02% 224 -440 -20.47% Q3 2026 Oct 07, 2026
Advisory Services Network, LLC History No change 1,466 546 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 1,462 544 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 1,457 542 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 24, 2026
Walleye Capital LLC History No change 1,436 535 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,409 524 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,305 486 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 19, 2026
AXQ CAPITAL, LP History No change 1,305 486 0.05% 0.05% 231 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 1,270 473 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Gryphon Financial Partners LLC History No change 1,261 469 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 05, 2026
FORA Capital, LLC History No change 1,250 464 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 1,245 463 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 1,225 456 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 10, 2026
Swiss Life Asset Management Ltd History No change 1,225 456 0.0% 0.0% 237 0 0.0% Q2 2026 Jul 29, 2026
WINTON GROUP Ltd History No change 1,200 447 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 07, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 1,189 443 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 1,187 442 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 12, 2026
Quantitative Investment Management, LLC History No change 1,144 426 0.05% 0.05% 241 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 1,140 424 0.1% 0.1% 242 0 0.0% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History No change 1,000 396 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 1,051 391 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 1,032 384 0.01% 0.01% 245 0 0.0% Q2 2026 Jul 15, 2026
XPONANCE LLC History No change 1,005 374 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 996 371 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 963 358 0.09% 0.09% 248 0 0.0% Q2 2026 Jul 13, 2026
MANGROVE PARTNERS IM, LLC History No change 950 353 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 939 349 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 932 347 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 918 342 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Investment Partners, LLC History No change 908 338 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 07, 2026
Summit Global Investments History No change 883 329 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 864 321 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 06, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 856 318 0.08% 0.08% 256 0 0.0% Q2 2026 Jul 20, 2026
Garde Capital, Inc. History No change 830 309 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 31, 2026
Pallas Capital Advisors LLC History No change 827 308 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 814 303 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History New 899 289 0.01% — 260 +899 New Q3 2026 Oct 08, 2026
nVerses Capital, LLC History No change 774 288 0.44% 0.44% 261 0 0.0% Q2 2026 Aug 04, 2026
VARCOV Co. History No change 767 285 0.11% 0.11% 262 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 751 279 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 750 279 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 748 278 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 11, 2026
Kingdom Financial Group LLC. History No change 722 269 0.07% 0.07% 266 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 715 266 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 675 251 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
F/m Investments LLC History No change 625 232 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 05, 2026
Andina Capital Management, LLC History No change 621 231 0.37% 0.37% 270 0 0.0% Q2 2026 Aug 05, 2026
Merit Financial Group, LLC History No change 617 229 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 20, 2026
Virtu Financial LLC History No change 606 226 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 601 223 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 590 219 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 28, 2026
PROFUND ADVISORS LLC History No change 581 216 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 580 216 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL ADVISORS INC/OK History No change 570 212 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 544 202 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 03, 2026
Nykredit A/S History No change 518 193 0.0% 0.0% 279 0 0.0% Q2 2026 Sep 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 507 188 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Vestcor Inc History No change 487 181 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 11, 2026
Kemnay Advisory Services Inc. History No change 445 165 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 378 140 0.02% 0.02% 283 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 366 136 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 348 129 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 318 118 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 07, 2026
KBC Group NV History No change 317 118 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Added to 331 106 0.0% 0.0% 288 +108 48.43% Q3 2026 Oct 08, 2026
Larson Financial Group LLC History No change 284 105 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Capital Advisors LLC History No change 200 74 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 24, 2026
MeadowBrook Investment Advisors LLC History No change 190 70 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 20, 2026
Arax Advisory Partners History No change 149 55 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 150 55 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 155 54 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 143 53 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 140 52 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 110 40 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 102 38 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 24, 2026
GK Wealth Management LLC History New 106 34 0.02% — 299 +106 New Q3 2026 Oct 09, 2026
Salomon & Ludwin, LLC History No change 87 33 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 90 33 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 87 32 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History No change 84 31 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 73 27 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 75 27 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 80 25 0.01% 0.01% 306 0 0.0% Q3 2026 Oct 13, 2026
BESSEMER GROUP INC History No change 63 23 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 52 19 0.0% 0.0% 308 0 0.0% Q2 2026 Jul 23, 2026
Accent Capital Management, LLC History No change 49 18 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 45 14 0.0% 0.0% 310 +3 7.14% Q3 2026 Oct 01, 2026
Cedar Mountain Advisors, LLC History No change 38 14 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 02, 2026
TORONTO DOMINION BANK History No change 36 13 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History No change 36 13 0.0% 0.0% 313 0 0.0% Q2 2026 Jul 28, 2026
Smartleaf Asset Management LLC History No change 36 13 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 30 11 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 05, 2026
Steward Partners Investment Advisory, LLC History No change 31 11 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 13, 2026
UMB Bank, n.a. History No change 28 10 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 27 10 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 29 9 0.0% 0.0% 320 +22 314.29% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History No change 25 9 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 20, 2026
Torren Management, LLC History No change 23 8 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 17 6 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 16 5 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 14 5 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 15 5 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 15 5 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 22, 2026
HUNTINGTON NATIONAL BANK History No change 9 3 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9 3 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 10 3 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
Quarry LP History No change 9 3 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History No change 9 2 0.0% 0.0% 331 0 0.0% Q3 2026 Oct 05, 2026
Truvestments Capital LLC History No change 6 2 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 6 2 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 6 2 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 4 1 0.0% 0.0% 335 0 0.0% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History No change 5 1 0.0% 0.0% 336 0 0.0% Q2 2026 Sep 04, 2026
CVA Family Office, LLC History No change 5 1 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History No change 3 1 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History No change 3 1 0.0% 0.0% 339 0 0.0% Q2 2026 Jul 27, 2026
Caitlin John, LLC History No change 5 1 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 17, 2026
Whipplewood Advisors, LLC History No change 4 1 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 27, 2026
Hughes Financial Services, LLC History No change 4 1 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 20, 2026
Rossby Financial, LCC History No change 3 1 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 04, 2026
Noble Wealth Management PBC History New 2 0 — — — +2 New Q3 2026 Oct 01, 2026
Marquette Asset Management, LLC History No change 3 0 — 0.0% — 0 0.0% Q3 2026 Oct 09, 2026
Plante Moran Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Cornerstone Planning Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SJS Investment Consulting Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Creative Capital Management Investments LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Ankerstar Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
WPG Advisers, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Silver Grove Financial Group, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026