Diversified Energy Co - DEC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 5,774,418 80,033 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Artemis Investment Management LLP History No change 5,677,235 78,482 0.7% 0.7% 2 0 0.0% Q2 2026 Jul 23, 2026
AMERIPRISE FINANCIAL INC History No change 4,570,807 63,343 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 3,133,776 43,434 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
JUPITER ASSET MANAGEMENT LTD History No change 3,129,540 42,949 0.21% 0.21% 5 0 0.0% Q2 2026 Aug 10, 2026
Tejara Capital Ltd History No change 1,828,668 25,345 10.42% 10.42% 6 0 0.0% Q2 2026 Aug 11, 2026
M&G Plc History No change 1,759,706 24,635 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 06, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,699,673 23,562 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 1,677,344 23,019 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,388,337 19,242 0.0% 0.0% 10 0 0.0% Q2 2026 Sep 02, 2026
Millstreet Capital Management LLC History No change 1,378,421 19,104 5.19% 5.19% 11 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,228,790 16,853 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 1,192,263 16,524 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,179,531 16,348 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 817,197 11,315 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 664,462 9,209 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 654,942 9,077 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 607,218 8,416 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 586,766 8,132 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Premier Fund Managers Ltd History No change 598,968 8,062 0.73% 0.73% 20 0 0.0% Q2 2026 Jul 22, 2026
FIRST TRUST ADVISORS LP History No change 577,408 8,002 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 566,257 7,848 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History No change 540,112 7,486 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 453,500 6,285 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 404,163 5,601 0.01% 0.01% 25 0 0.0% Q2 2026 Jul 31, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 382,058 5,295 0.46% 0.46% 26 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 365,182 5,061 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 363,923 5,043 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
Alyeska Investment Group, L.P. History No change 357,929 4,960 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 343,316 4,758 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 269,088 3,729 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 267,785 3,711 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 263,793 3,652 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 254,288 3,524 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 251,559 3,486 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 241,261 3,343 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 239,103 3,314 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 227,266 3,149 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 222,607 3,085 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 218,643 2,999 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 193,325 2,679 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 03, 2026
Nuveen, LLC History No change 190,106 2,634 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 11, 2026
HRT FINANCIAL LP History No change 178,916 2,479 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Mraz, Amerine & Associates, Inc. History No change 167,445 2,320 0.33% 0.33% 44 0 0.0% Q2 2026 Jul 16, 2026
Skylands Capital, LLC History No change 155,500 2,155 0.26% 0.26% 45 0 0.0% Q2 2026 Jul 24, 2026
ROYAL BANK OF CANADA History No change 142,394 1,973 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 141,691 1,963 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 133,176 1,845 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 126,277 1,750 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 119,393 1,654 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 09, 2026
TWO SIGMA INVESTMENTS, LP History No change 115,577 1,601 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 107,461 1,489 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 106,198 1,471 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 98,741 1,368 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 96,914 1,343 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
Farringdon Capital, Ltd. History No change 94,134 1,304 0.65% 0.65% 56 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 82,308 1,140 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 64,870 1,131 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 79,341 1,099 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 78,392 1,086 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 75,645 1,048 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 71,299 988 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 70,791 981 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 07, 2026
Brevan Howard Capital Management LP History No change 69,965 969 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 68,866 954 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 63,474 879 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
De Lisle Partners LLP History No change 60,583 839 0.09% 0.09% 67 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 59,362 822 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 59,069 819 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 57,940 781 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 54,608 756 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
SPROTT INC. History No change 53,000 734 0.02% 0.02% 72 0 0.0% Q2 2026 Jul 28, 2026
ALGERT GLOBAL LLC History No change 49,530 686 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 46,175 639 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History No change 60,470 625 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 44,969 623 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 44,720 619 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 42,081 583 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 41,250 571 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 40,030 554 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 39,969 553 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 38,085 527 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 36,865 510 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 36,658 508 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 06, 2026
SummitTX Capital, L.P. History No change 36,023 499 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
CoreCommodity Management, LLC History No change 34,702 480 0.1% 0.1% 86 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 30,750 426 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 29,000 402 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 28,511 386 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 23,569 326 0.01% 0.01% 90 0 0.0% Q2 2026 Jul 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 23,061 319 0.09% 0.09% 91 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 22,830 316 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 19, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 22,200 307 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,704 300 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 23, 2026
Integrated Quantitative Investments LLC History No change 21,659 300 0.05% 0.05% 95 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 21,590 299 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 21,166 293 0.03% 0.03% 97 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 20,645 286 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 19,483 270 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 18,979 263 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 18,730 259 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 18,683 258 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 09, 2026
Vanguard Investments Australia, Ltd. History No change 18,514 256 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 18,005 249 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 17,096 236 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Glendon Capital Management LP History No change 17,009 235 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 16,899 234 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
VIKING FUND MANAGEMENT LLC History No change 15,000 207 0.02% 0.02% 108 0 0.0% Q2 2026 Jul 13, 2026
KLP KAPITALFORVALTNING AS History No change 14,600 202 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 14,423 199 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 14,309 198 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 14,863 198 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 15, 2026
Amundi History No change 14,226 197 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 14,128 195 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 11, 2026
Southern Financial Group, LLC History No change 14,028 194 0.05% 0.05% 115 0 0.0% Q2 2026 Jul 24, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 13,908 192 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 13,833 191 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 13,503 187 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 06, 2026
Kendall Capital Management History No change 13,440 186 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 13,515 186 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 30, 2026
GF FUND MANAGEMENT CO. LTD. History No change 13,162 182 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 12,661 175 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 12,521 173 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 12,424 172 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 11,811 163 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 20, 2026
Olympiad Research LP History No change 11,805 163 0.34% 0.34% 126 0 0.0% Q2 2026 Jul 24, 2026
FMR LLC History No change 11,189 155 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 11,200 155 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 11,140 154 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Purkiss Capital Advisors LLC History No change 10,965 151 0.06% 0.06% 130 0 0.0% Q2 2026 Jul 30, 2026
AXQ CAPITAL, LP History No change 10,396 144 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 10,346 143 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 22, 2026
Aquatic Capital Management LLC History No change 7,061 97 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 6,443 89 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 5,535 76 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 5,056 70 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
Oakworth Capital, Inc. History No change 5,000 69 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 22, 2026
Versant Capital Management, Inc History Reduced 4,816 64 0.01% 0.01% 138 -93 -1.89% Q3 2026 Oct 01, 2026
Fulcrum Asset Management LLP History No change 3,258 43 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 18, 2026
SIGNATUREFD, LLC History No change 3,126 43 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 23, 2026
UMB Bank, n.a. History No change 2,200 30 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History No change 1,943 26 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,845 25 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 17, 2026
Sterling Capital Management LLC History No change 1,431 19 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 1,300 18 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 983 13 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 24, 2026
KERR FINANCIAL PLANNING Corp History No change 1,000 13 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 02, 2026
MCF Advisors LLC History No change 900 12 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 792 10 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 687 9 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
MEEDER ASSET MANAGEMENT INC History No change 586 8 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 581 8 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 597 8 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 17, 2026
SBI Securities Co., Ltd. History No change 528 7 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 22, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 500 6 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 361 5 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 397 5 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 20, 2026
GAMMA Investing LLC History No change 353 4 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 07, 2026
Kilter Group LLC History No change 309 4 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 292 3 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 232 3 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 258 3 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
WPG Advisers, LLC History No change 278 3 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 152 2 0.0% 0.0% 165 -82 -35.04% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 208 2 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 157 2 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 29, 2026
EFG International AG History No change 154 2 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 161 2 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 192 2 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 102 1 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 85 1 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 100 1 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 84 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
GHP Investment Advisors, Inc. History No change 32 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Parkside Financial Bank & Trust History No change 18 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
FINANCIAL CONSULATE, INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 27 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 45 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 50 0 — — — 0 0.0% Q2 2026 Aug 10, 2026