Donnelley Financial Solutions, Inc. - DFIN

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 3,937,601 165,182 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 1,200,445 50,358 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,056,961 44,339 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Alberta Investment Management Corp History No change 1,052,611 44,157 0.25% 0.25% 4 0 0.0% Q2 2026 Aug 06, 2026
MORGAN STANLEY History No change 820,801 34,432 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 775,119 32,516 1.58% 1.58% 6 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 699,080 29,325 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 633,806 26,593 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 631,933 26,509 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 629,252 26,397 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 562,516 23,597 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 530,227 22,243 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 529,983 22,232 0.26% 0.26% 13 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 516,410 21,663 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History No change 449,160 18,842 0.14% 0.14% 15 0 0.0% Q2 2026 Jul 24, 2026
ROYCE & ASSOCIATES LP History No change 434,271 18,217 0.15% 0.15% 16 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 429,256 18,007 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History No change 425,415 17,846 1.08% 1.08% 18 0 0.0% Q2 2026 Aug 06, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 419,466 17,596 0.16% 0.16% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 397,329 16,667 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Ophir Asset Management Pty Ltd History No change 368,192 15,445 1.27% 1.27% 21 0 0.0% Q2 2026 Aug 14, 2026
Mawer Investment Management Ltd. History No change 347,156 14,563 0.1% 0.1% 22 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 333,164 13,976 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 330,056 13,753 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
Access Investment Management LLC History No change 306,305 12,849 3.29% 3.29% 25 0 0.0% Q2 2026 Aug 03, 2026
LOOMIS SAYLES & CO L P History No change 303,168 12,717 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 201,088 8,435 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 175,778 7,373 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 141,481 5,935 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 136,259 5,716 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 133,693 5,608 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 126,902 5,323 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 121,808 5,109 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 04, 2026
Marathon Asset Management Ltd History No change 120,804 5,067 0.21% 0.21% 34 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 119,593 5,016 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 106,951 4,486 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 98,502 4,132 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 97,975 4,110 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Bridge City Capital, LLC History No change 89,065 3,736 0.85% 0.85% 39 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 86,270 3,619 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 85,850 3,601 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 84,676 3,552 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 78,932 3,311 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 78,916 3,310 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
ISTHMUS PARTNERS, LLC History No change 76,464 3,207 0.31% 0.31% 45 0 0.0% Q2 2026 Jul 20, 2026
Inspire Investing, LLC History No change 73,137 3,068 0.13% 0.13% 46 0 0.0% Q2 2026 Aug 12, 2026
Villanova Investment Management Co LLC History No change 73,050 3,064 2.91% 2.91% 47 0 0.0% Q2 2026 Jul 28, 2026
Cresset Asset Management, LLC History No change 69,344 2,908 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 68,494 2,873 0.37% 0.37% 49 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 67,451 2,829 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 67,059 2,813 0.09% 0.09% 51 0 0.0% Q2 2026 Aug 07, 2026
RHUMBLINE ADVISERS History No change 63,233 2,652 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 62,973 2,641 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 58,121 2,438 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 57,211 2,400 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 55,771 2,339 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 54,527 2,287 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 53,024 2,224 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 52,264 2,192 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 51,235 2,149 0.0% 0.0% 60 0 0.0% Q2 2026 Jul 30, 2026
Anderson Financial Strategies, LLC History No change 42,965 2,094 1.09% 1.09% 61 0 0.0% Q2 2026 Aug 20, 2026
Man Group plc History No change 48,585 2,038 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 48,096 2,018 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 46,200 1,938 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
MONIMUS CAPITAL MANAGEMENT, LP History No change 44,806 1,879 0.44% 0.44% 65 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 43,524 1,825 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 10, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 41,801 1,754 0.12% 0.12% 67 0 0.0% Q2 2026 Aug 07, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 38,845 1,630 0.0% 0.0% 68 0 0.0% Q2 2026 Jul 23, 2026
DEUTSCHE BANK AG\ History No change 38,086 1,597 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 37,205 1,560 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History No change 36,151 1,516 0.03% 0.03% 71 0 0.0% Q2 2026 Jul 10, 2026
FIRST TRUST ADVISORS LP History No change 35,843 1,503 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 33,679 1,406 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 33,431 1,402 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 33,230 1,393 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 29,393 1,385 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 31,500 1,321 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 29, 2026
Numerai GP LLC History No change 30,213 1,267 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 29,200 1,224 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 25, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 29,056 1,218 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 28,824 1,209 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 27,247 1,143 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 26,337 1,104 0.02% 0.02% 83 0 0.0% Q2 2026 Jul 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 26,154 1,097 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 24, 2026
Aquatic Capital Management LLC History No change 23,181 972 0.03% 0.03% 85 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 23,130 970 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 22,818 957 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 07, 2026
Allspring Global Investments Holdings, LLC History No change 20,533 905 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 21,019 882 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 20,960 879 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 20,839 874 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 20,126 844 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 20,141 844 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 19,925 835 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 19,600 822 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 19,000 797 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 03, 2026
CITADEL ADVISORS LLC History No change 18,687 783 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 02, 2026
HRT FINANCIAL LP History No change 18,671 783 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 17,362 728 0.07% 0.07% 99 0 0.0% Q2 2026 Jul 24, 2026
State of Alaska, Department of Revenue History No change 16,898 708 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 20, 2026
Pathstone Holdings, LLC History No change 16,769 703 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 16,758 702 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History No change 16,425 689 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 16,405 688 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 15,755 660 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 15,011 629 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 23, 2026
Illinois Municipal Retirement Fund History No change 14,858 623 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 14,308 600 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 14,002 587 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 13,894 582 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 13,864 581 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 13,843 580 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Vinva Investment Management Ltd History No change 9,487 572 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 12,849 539 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 12,777 536 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 12,586 527 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 12,415 520 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 12,352 518 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 06, 2026
Legato Capital Management LLC History No change 12,204 511 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 06, 2026
Freestone Grove Partners LP History No change 11,729 492 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History No change 11,533 483 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 06, 2026
Quantbot Technologies LP History No change 11,504 482 0.02% 0.02% 122 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,443 480 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,448 480 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 11,255 472 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 10,900 457 0.01% 0.01% 126 0 0.0% Q2 2026 Jul 21, 2026
NorthCrest Asset Manangement, LLC History No change 10,112 455 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 10,602 444 0.0% 0.0% 128 0 0.0% Q2 2026 Sep 09, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 10,582 443 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Global Advisers, LLC History No change 9,958 417 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 8,584 360 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 8,553 358 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 11, 2026
Liontrust Investment Partners LLP History No change 7,912 331 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 18, 2026
FIRST CITIZENS BANK & TRUST CO History No change 7,806 327 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,499 314 0.0% 0.0% 135 0 0.0% Q2 2026 Sep 23, 2026
Lido Advisors, LLC History No change 7,376 309 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,362 308 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,079 296 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 6,949 291 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
Assenagon Asset Management S.A. History No change 6,896 289 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 08, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,805 285 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
ZACKS INVESTMENT MANAGEMENT History No change 6,745 282 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History No change 6,707 281 0.0% 0.0% 143 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 6,719 281 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 16, 2026
EntryPoint Capital, LLC History No change 6,695 280 0.07% 0.07% 145 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,660 279 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 6,453 270 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History No change 6,362 266 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
Jain Global LLC History No change 6,184 259 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 6,148 257 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 6,080 255 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 6,054 253 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
Graham Capital Management, L.P. History No change 6,011 252 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 5,955 249 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 5,924 248 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 17, 2026
KLP KAPITALFORVALTNING AS History No change 5,900 247 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 5,810 243 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 5,800 243 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 5,691 238 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 15,298 227 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 15, 2026
Cerity Partners LLC History No change 5,112 214 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
SCOGGIN MANAGEMENT LP History No change 5,000 209 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 4,982 208 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 4,850 203 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 4,345 182 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 3,700 155 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,951 124 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Investment Partners, Inc. History No change 2,224 93 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,850 77 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 1,676 71 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 1,653 69 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History No change 1,500 62 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 1,386 58 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 1,358 56 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History No change 1,248 52 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 996 41 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 969 41 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 822 34 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 17, 2026
Blue Trust, Inc. History No change 817 34 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 21, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 753 31 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 04, 2026
BNP Paribas Asset Management Holding S.A. History No change 676 28 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 684 28 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 656 27 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 604 25 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 603 25 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 612 25 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History No change 555 23 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Planning Services, Inc. History No change 516 21 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 432 18 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 385 16 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 02, 2026
Versant Capital Management, Inc History Reduced 315 14 0.0% 0.0% 192 -14 -4.26% Q3 2026 Oct 01, 2026
Smithfield Trust Co History No change 350 14 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
McMillan Office, Inc. History No change 325 13 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 273 11 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 245 10 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 241 10 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 233 9 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 24, 2026
WealthCollab, LLC History No change 221 9 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 205 8 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 27, 2026
Essential Partners LLC History No change 197 8 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 183 7 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 05, 2026
Sterling Capital Management LLC History No change 181 7 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 184 7 0.0% 0.0% 203 0 0.0% Q2 2026 Sep 08, 2026
SBI Securities Co., Ltd. History No change 172 7 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 22, 2026
Caitong International Asset Management Co., Ltd History No change 178 7 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 159 6 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 159 6 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 151 6 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 17, 2026
TOTH FINANCIAL ADVISORY CORP History No change 140 5 0.0% 0.0% 209 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 125 5 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 11, 2026
Pacer Advisors, Inc. History No change 123 5 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 116 5 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 112 4 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History No change 90 4 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 12, 2026
Altshuler Shaham Ltd History No change 117 4 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History No change 83 3 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 27, 2026
MassMutual Private Wealth & Trust, FSB History No change 76 3 0.0% 0.0% 217 0 0.0% Q3 2026 Oct 05, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 76 3 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 79 3 0.0% 0.0% 219 0 0.0% Q2 2026 Sep 04, 2026
SJS Investment Consulting Inc. History No change 75 3 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 89 3 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 07, 2026
Moisand Fitzgerald Tamayo, LLC History No change 55 2 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 13, 2026
Quarry LP History No change 62 2 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 57 2 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 16, 2026
Clearstead Advisors, LLC History No change 25 1 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 28 1 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 40 1 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 44 1 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 35 1 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
Torren Management, LLC History No change 37 1 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Transamerica Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Evolution Advisers, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Abound Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Buck Wealth Strategies, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Federation des caisses Desjardins du Quebec History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Ankerstar Wealth, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026