DOCUSIGN, INC. - DOCU

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 20,870,306 927,059 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 11,594,282 515,018 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,972,591 398,562 0.14% 0.14% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,770,642 389,591 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 7,055,601 313,409 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 6,283,069 279,093 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
AMERIPRISE FINANCIAL INC History No change 6,165,568 273,931 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 5,581,037 247,909 0.11% 0.11% 8 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,112,381 184,376 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 3,707,342 164,680 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History No change 3,334,645 148,124 0.21% 0.21% 11 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,332,042 148,011 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 3,301,509 146,653 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 3,075,061 136,594 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 3,070,318 136,383 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 2,881,241 127,984 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,801,981 124,464 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 2,715,463 120,620 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 13, 2026
PeakShares LLC History No change 2,500 111,050 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 2,446,076 108,654 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 2,043,909 90,790 0.33% 0.33% 21 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,976,770 87,808 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,926,796 85,587 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 1,884,363 83,703 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,830,932 81,330 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,829,997 81,288 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,808,071 80,314 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,738,947 77,244 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 1,737,530 77,181 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 02, 2026
Quantinno Capital Management LP History No change 1,733,958 77,022 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,665,394 73,976 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 1,603,838 71,242 0.06% 0.06% 32 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 1,577,358 70,066 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History No change 1,491,553 66,254 0.08% 0.08% 34 0 0.0% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History No change 1,367,619 62,008 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,347,557 59,867 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 11, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 1,315,142 58,418 0.26% 0.26% 37 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,281,917 56,942 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 1,265,623 56,218 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL WACE, LLP History No change 1,251,931 55,610 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,231,293 54,694 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 1,189,788 52,850 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 1,186,717 52,713 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 1,131,954 50,281 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 1,111,514 49,373 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 03, 2026
Gotham Asset Management, LLC History No change 1,084,371 48,167 0.11% 0.11% 46 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 1,066,781 47,386 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 1,066,686 47,382 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 1,039,579 46,178 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 896,232 39,810 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 887,133 39,396 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 696,711 30,947 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 13, 2026
Fiera Capital Corp History No change 676,335 30,042 0.11% 0.11% 53 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 674,423 29,957 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 11, 2026
Global Alpha Capital Management Ltd. History No change 673,986 29,938 1.79% 1.79% 55 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 644,492 29,336 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 612,097 27,189 0.12% 0.12% 57 0 0.0% Q2 2026 Aug 10, 2026
SEB Asset Management AB History No change 611,484 27,162 0.1% 0.1% 58 0 0.0% Q2 2026 Aug 04, 2026
Russell Investments Group, Ltd. History No change 609,145 27,060 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 06, 2026
JUPITER ASSET MANAGEMENT LTD History No change 605,595 26,900 0.13% 0.13% 60 0 0.0% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History No change 595,607 26,456 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 525,878 23,359 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History No change 504,066 22,390 0.07% 0.07% 63 0 0.0% Q2 2026 Jul 28, 2026
Legal & General Group Plc History No change 495,314 22,001 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 459,425 20,407 0.03% 0.03% 65 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 453,100 20,126 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 452,258 20,116 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 449,898 19,984 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 440,985 19,588 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 04, 2026
Trexquant Investment LP History No change 426,326 18,937 0.11% 0.11% 70 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 422,642 18,773 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 415,810 18,470 0.35% 0.35% 72 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 409,423 18,186 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 12, 2026
Quinn Opportunity Partners LLC History No change 401,280 17,824 0.83% 0.83% 74 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 390,100 17,328 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 368,153 16,353 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 359,854 15,984 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History No change 349,038 15,504 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 08, 2026
ALGERT GLOBAL LLC History No change 336,077 14,928 0.18% 0.18% 79 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 330,899 14,698 0.02% 0.02% 80 0 0.0% Q2 2026 Jul 29, 2026
Distillate Capital Partners LLC History No change 323,122 14,353 0.75% 0.75% 81 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 304,300 13,517 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 292,379 12,987 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 03, 2026
Corient Private Wealth LP History No change 287,386 12,765 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 27, 2026
Mariner, LLC History No change 277,977 12,352 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 275,974 12,258 0.06% 0.06% 86 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 255,434 12,110 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 269,860 11,987 0.16% 0.16% 88 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 260,139 11,555 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 248,197 11,024 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 242,265 10,761 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 241,988 10,749 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 236,855 10,521 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 235,619 10,466 0.0% 0.0% 94 0 0.0% Q2 2026 Sep 23, 2026
CapWealth Advisors, LLC History Added to 154,028 10,342 0.78% 0.4% 95 +24,350 18.78% Q3 2026 Oct 05, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 224,238 9,960 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 24, 2026
Saudi Central Bank History No change 184,290 9,719 0.13% 0.13% 97 0 0.0% Q2 2026 Jul 30, 2026
ASSETMARK, INC History No change 211,146 9,379 0.02% 0.02% 98 0 0.0% Q2 2026 Jul 30, 2026
LAZARD ASSET MANAGEMENT LLC History No change 210,939 9,369 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 208,285 9,252 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
SYON CAPITAL LLC History No change 199,125 8,845 0.39% 0.39% 101 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 198,820 8,830 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
CapitalatWork S.A. History No change 184,000 8,173 0.2% 0.2% 103 0 0.0% Q2 2026 Jul 29, 2026
WELLS FARGO & COMPANY/MN History No change 182,600 8,111 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 181,294 8,053 0.01% 0.01% 105 0 0.0% Q2 2026 Jul 23, 2026
Trek Financial, LLC History No change 171,737 7,628 0.38% 0.38% 106 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 171,109 7,601 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 170,600 7,578 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 166,625 7,401 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 10, 2026
PANAGORA ASSET MANAGEMENT INC History No change 158,186 7,026 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 147,263 6,541 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 12, 2026
Boston Partners History No change 146,329 6,500 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Global Advisers, LLC History No change 145,741 6,473 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 140,300 6,232 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 139,790 6,209 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 136,280 6,054 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 135,995 6,040 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 19, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 135,217 6,006 0.0% 0.0% 118 0 0.0% Q2 2026 Sep 09, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 127,859 5,758 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Aberdeen Group plc History No change 125,568 5,577 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 31, 2026
Greenwich Wealth Management LLC History No change 120,835 5,367 0.2% 0.2% 121 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 120,123 5,335 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Baird Financial Group, Inc. History No change 119,634 5,314 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 118,306 5,255 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History No change 118,261 5,253 0.1% 0.1% 125 0 0.0% Q2 2026 Jul 13, 2026
HSBC HOLDINGS PLC History No change 116,076 5,156 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Illinois Municipal Retirement Fund History No change 116,024 5,153 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 116,479 5,084 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Wealth History No change 113,953 5,062 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 12, 2026
CHASE INVESTMENT COUNSEL CORP History No change 113,785 5,054 1.07% 1.07% 130 0 0.0% Q2 2026 Aug 06, 2026
BANK OF NOVA SCOTIA History No change 113,700 5,050 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 12, 2026
Shearwater Capital LLC History No change 113,428 5,038 2.41% 2.41% 132 0 0.0% Q2 2026 Jul 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 110,298 4,899 0.14% 0.14% 133 0 0.0% Q2 2026 Aug 10, 2026
Pale Fire Capital SE History No change 108,000 4,797 0.34% 0.34% 134 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 105,947 4,706 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 105,461 4,685 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 101,248 4,497 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 99,339 4,412 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 13, 2026
Heron Bay Capital Management History No change 96,243 4,275 0.39% 0.39% 139 0 0.0% Q2 2026 Aug 11, 2026
LPL Financial LLC History No change 95,774 4,254 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
Treasurer of the State of North Carolina History No change 95,083 4,224 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 94,858 4,213 0.11% 0.11% 142 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 94,010 4,175 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 13, 2026
Gilman Hill Asset Management, LLC History No change 93,051 4,133 0.57% 0.57% 144 0 0.0% Q2 2026 Jul 09, 2026
Jupiter Topco LLC History No change 92,200 4,096 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 91,433 4,061 0.04% 0.04% 146 0 0.0% Q2 2026 Jul 28, 2026
PRUDENTIAL FINANCIAL INC History No change 91,112 4,047 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
Silver Lake Advisory, LLC History No change 89,012 3,953 1.41% 1.41% 148 0 0.0% Q2 2026 Jul 24, 2026
Pathstone Holdings, LLC History No change 88,131 3,915 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 87,924 3,905 0.03% 0.03% 150 0 0.0% Q2 2026 Jul 23, 2026
AMALGAMATED BANK History No change 86,707 3,852 0.03% 0.03% 151 0 0.0% Q2 2026 Jul 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 85,821 3,812 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 10, 2026
Walleye Capital LLC History No change 85,466 3,796 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 03, 2026
WealthTrust Axiom LLC History No change 85,193 3,784 0.85% 0.85% 154 0 0.0% Q2 2026 Aug 11, 2026
CAXTON ASSOCIATES LLP History No change 85,179 3,783 0.07% 0.07% 155 0 0.0% Q2 2026 Aug 14, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 85,000 3,775 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 80,404 3,571 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Selective Wealth Management, Inc. History No change 67,719 3,571 0.94% 0.94% 158 0 0.0% Q2 2026 Jul 20, 2026
Westbourne Investment Advisors, Inc. History No change 80,120 3,558 0.98% 0.98% 159 0 0.0% Q2 2026 Jul 27, 2026
Schonfeld Strategic Advisors LLC History No change 78,380 3,481 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 76,506 3,398 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 73,900 3,282 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 73,100 3,247 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 25, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 72,124 3,203 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 11, 2026
Point72 Asset Management, L.P. History No change 72,100 3,202 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 71,013 3,154 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 70,185 3,117 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 68,440 3,040 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 67,558 3,000 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
WINTON GROUP Ltd History No change 66,584 2,957 0.1% 0.1% 170 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 66,379 2,948 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 17, 2026
State of New Jersey Common Pension Fund D History No change 65,899 2,927 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 04, 2026
Numerai GP LLC History No change 65,439 2,906 0.24% 0.24% 173 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 65,320 2,902 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 12, 2026
Collar Capital Management, LLC History No change 64,559 2,867 1.69% 1.69% 175 0 0.0% Q2 2026 Jul 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 62,846 2,791 0.03% 0.03% 176 0 0.0% Q2 2026 Jul 20, 2026
AXQ CAPITAL, LP History No change 62,430 2,773 0.3% 0.3% 177 0 0.0% Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 62,032 2,755 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
OAK FAMILY ADVISORS, LLC History No change 61,740 2,742 0.7% 0.7% 179 0 0.0% Q2 2026 Jul 20, 2026
State of Tennessee, Department of Treasury History No change 61,224 2,719 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 61,214 2,719 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 60,600 2,692 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 10, 2026
HRT FINANCIAL LP History No change 58,100 2,580 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 58,094 2,580 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
CEERA INVESTMENTS, LLC History No change 57,627 2,559 1.08% 1.08% 185 0 0.0% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 56,934 2,529 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History No change 56,900 2,527 0.04% 0.04% 187 0 0.0% Q2 2026 Jul 21, 2026
XTX Topco Ltd History No change 55,908 2,483 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 55,073 2,446 0.04% 0.04% 189 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 54,691 2,429 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 54,502 2,421 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 54,225 2,408 0.03% 0.03% 192 0 0.0% Q2 2026 Jul 16, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 53,684 2,384 0.03% 0.03% 193 0 0.0% Q2 2026 Jul 16, 2026
Arizona State Retirement System History No change 53,648 2,383 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 07, 2026
State of Alaska, Department of Revenue History No change 50,882 2,259 0.02% 0.02% 195 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 49,542 2,200 0.05% 0.05% 196 0 0.0% Q2 2026 Jul 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 49,437 2,195 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 29, 2026
FIL Ltd History No change 48,396 2,149 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 47,267 2,099 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 46,514 2,066 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 17, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 45,400 2,016 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 30, 2026
Elo Mutual Pension Insurance Co History No change 44,812 1,990 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 44,400 1,972 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 30, 2026
Tidal Investments LLC History No change 44,130 1,960 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 43,705 1,941 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 43,065 1,912 0.02% 0.02% 206 0 0.0% Q2 2026 Aug 06, 2026
Weiss Asset Management LP History No change 43,040 1,911 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 41,800 1,857 0.05% 0.05% 208 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 41,722 1,853 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 05, 2026
Andrew Hill Investment Advisors, Inc. History No change 41,337 1,836 1.36% 1.36% 210 0 0.0% Q2 2026 Jul 15, 2026
Summit Trail Advisors, LLC History No change 40,838 1,814 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 40,451 1,796 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 40,203 1,785 0.02% 0.02% 213 0 0.0% Q2 2026 Jul 28, 2026
New Age Alpha Advisors, LLC History No change 40,046 1,778 0.08% 0.08% 214 0 0.0% Q2 2026 Aug 13, 2026
Mork Capital Management, LLC History No change 40,000 1,776 1.14% 1.14% 215 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 38,842 1,725 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 38,117 1,693 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History No change 35,560 1,684 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 05, 2026
Lifestyle Asset Management, Inc. History No change 37,931 1,684 0.45% 0.45% 219 0 0.0% Q2 2026 Jul 20, 2026
PEAK6 LLC History No change 37,802 1,679 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 37,124 1,633 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 05, 2026
Vinva Investment Management Ltd History No change 24,727 1,618 0.01% 0.01% 222 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 36,351 1,614 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 10, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 36,281 1,611 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 36,188 1,607 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 35,757 1,588 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 35,460 1,575 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 35,439 1,574 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 31, 2026
Vestcor Inc History No change 34,936 1,552 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 34,848 1,547 0.06% 0.06% 230 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 34,816 1,546 0.01% 0.01% 231 0 0.0% Q2 2026 Jul 20, 2026
Clark Capital Management Group, Inc. History No change 34,543 1,534 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History No change 32,208 1,515 0.03% 0.03% 233 0 0.0% Q2 2026 Jul 29, 2026
Strategic Global Advisors, LLC History No change 33,796 1,501 0.21% 0.21% 234 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 33,015 1,466 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 33,000 1,465 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History No change 32,293 1,434 0.09% 0.09% 237 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History No change 31,092 1,381 0.0% 0.0% 238 0 0.0% Q2 2026 Jul 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 31,044 1,378 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 30,972 1,375 0.12% 0.12% 240 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 30,868 1,371 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 13, 2026
BRIGHTON JONES LLC History No change 30,780 1,367 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 11, 2026
Step Capital Management Pte. Ltd. History No change 30,000 1,332 0.29% 0.29% 243 0 0.0% Q2 2026 Aug 12, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 29,700 1,319 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 29,560 1,313 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 06, 2026
Board of the Pension Protection Fund History No change 29,500 1,310 1.24% 1.24% 246 0 0.0% Q2 2026 Aug 07, 2026
Utah Retirement Systems History No change 29,397 1,305 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 29,315 1,302 0.08% 0.08% 248 0 0.0% Q2 2026 Aug 06, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 28,500 1,265 0.06% 0.06% 249 0 0.0% Q2 2026 Jul 23, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 27,369 1,215 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 27,182 1,207 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 23, 2026
CENTAURUS FINANCIAL, INC. History No change 27,030 1,201 0.05% 0.05% 252 0 0.0% Q2 2026 Aug 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 17,877 1,200 0.08% 0.05% 253 -13 -0.07% Q3 2026 Oct 08, 2026
Neuberger Berman Group LLC History No change 26,923 1,195 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 26,417 1,173 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 10, 2026
CREDIT AGRICOLE S A History No change 26,225 1,164 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
SIRIOS CAPITAL MANAGEMENT L P History No change 26,024 1,155 0.14% 0.14% 257 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 25,825 1,147 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History No change 25,840 1,147 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 25,332 1,145 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 25,252 1,121 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History No change 25,109 1,115 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 25,077 1,113 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 24,265 1,077 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Added to 15,841 1,063 0.01% 0.0% 265 +4,060 34.46% Q3 2026 Oct 08, 2026
Janney Montgomery Scott LLC History No change 23,511 1,044 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 05, 2026
Palogic Value Management, L.P. History No change 22,517 1,000 0.33% 0.33% 267 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 22,123 982 0.36% 0.36% 268 0 0.0% Q2 2026 Jul 10, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 21,759 966 0.21% 0.21% 269 0 0.0% Q2 2026 Jul 22, 2026
Orion Porfolio Solutions, LLC History No change 21,678 962 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History No change 21,200 941 0.09% 0.09% 271 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 21,114 937 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 15, 2026
GAGNON SECURITIES LLC History No change 20,906 928 0.18% 0.18% 273 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 20,672 918 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 20,637 916 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History No change 20,513 911 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 29, 2026
Green Alpha Advisors, LLC History Added to 13,417 900 0.61% 0.29% 277 +3,713 38.26% Q3 2026 Oct 08, 2026
Linden Thomas Advisory Services, LLC History No change 20,201 897 0.07% 0.07% 278 0 0.0% Q2 2026 Jul 16, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 20,049 891 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
Timelo Investment Management Inc. History No change 20,000 888 0.25% 0.25% 280 0 0.0% Q2 2026 Aug 13, 2026
PARUS FINANCE (UK) Ltd History No change 19,950 886 0.23% 0.23% 281 0 0.0% Q2 2026 Jul 21, 2026
Parallax Volatility Advisers, L.P. History No change 19,507 866 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 19,464 864 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 19,355 859 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 05, 2026
Diversified Trust Co History No change 19,350 859 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 17, 2026
Bleakley Financial Group, LLC History No change 19,134 849 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 05, 2026
LECAP ASSET MANAGEMENT LTD History No change 19,096 848 0.36% 0.36% 287 0 0.0% Q2 2026 Jul 30, 2026
Tower Research Capital LLC (TRC) History No change 18,821 836 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 11, 2026
Baker Avenue Asset Management, LP History No change 18,673 829 0.02% 0.02% 289 0 0.0% Q2 2026 Jul 28, 2026
Resonant Capital Advisors, LLC History No change 17,974 798 0.04% 0.04% 290 0 0.0% Q2 2026 Jul 24, 2026
Hillsdale Investment Management Inc. History No change 17,930 796 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 12, 2026
Destiny Capital Corp/CO History No change 17,937 796 0.37% 0.37% 292 0 0.0% Q2 2026 Aug 10, 2026
Bull Harbor Capital LLC History No change 17,682 785 0.15% 0.15% 293 0 0.0% Q2 2026 Aug 10, 2026
Dakota Wealth Management History No change 17,563 780 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 07, 2026
Campbell & CO Investment Adviser LLC History No change 17,343 770 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 03, 2026
WCG Wealth Advisors LLC History No change 17,337 770 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 14,328 755 0.03% 0.03% 297 0 0.0% Q2 2026 Jul 23, 2026
AVIVA PLC History No change 16,886 750 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 16,650 740 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 16,307 724 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 16,112 715 0.02% 0.02% 301 0 0.0% Q2 2026 Jul 27, 2026
Jefferies Financial Group Inc. History No change 15,561 691 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 15,530 689 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 15,184 674 0.0% 0.0% 304 0 0.0% Q2 2026 Jul 17, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV History No change 14,968 664 0.52% 0.52% 305 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 14,907 662 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
Inspire Advisors, LLC History No change 14,874 660 0.05% 0.05% 307 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 14,853 659 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 14, 2026
DANSKE BANK A/S History No change 14,746 655 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 14,750 655 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 14,653 650 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 14,540 645 0.06% 0.06% 312 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 13,213 644 0.02% 0.02% 313 0 0.0% Q2 2026 Jul 15, 2026
denkapparat Operations GmbH History No change 14,496 643 0.21% 0.21% 314 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 14,359 637 0.0% 0.0% 315 0 0.0% Q2 2026 Sep 08, 2026
NewEdge Advisors, LLC History No change 14,311 635 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 13,782 612 0.07% 0.07% 317 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 13,604 604 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 07, 2026
Inspire Investing, LLC History No change 13,211 586 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History No change 12,849 570 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 03, 2026
SAGE RHINO CAPITAL LLC History No change 12,841 570 0.09% 0.09% 321 0 0.0% Q2 2026 Aug 03, 2026
Kentucky Retirement Systems History No change 12,540 557 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Plato Investment Management Ltd History No change 12,138 536 0.03% 0.03% 323 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 12,046 535 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 07, 2026
Jackson Creek Investment Advisors LLC History No change 9,758 535 0.18% 0.18% 325 0 0.0% Q2 2026 Aug 10, 2026
Susquehanna Portfolio Strategies, LLC History No change 11,880 527 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 11,867 527 0.0% 0.0% 327 0 0.0% Q2 2026 Sep 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 11,795 523 0.11% 0.11% 328 0 0.0% Q2 2026 Jul 17, 2026
FIRST CITIZENS BANK & TRUST CO History No change 11,744 521 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 13, 2026
HB Wealth Management, LLC History No change 11,632 516 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 29, 2026
Buckland Partners Management Co LLC History No change 11,500 510 0.25% 0.25% 331 0 0.0% Q2 2026 Aug 07, 2026
Bayesian Capital Management, LP History No change 11,444 508 0.32% 0.32% 332 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 11,228 498 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 15, 2026
HANCOCK WHITNEY CORP History No change 11,161 495 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 11,132 494 0.0% 0.0% 335 0 0.0% Q2 2026 Sep 23, 2026
Cresset Asset Management, LLC History No change 11,000 488 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 10,923 485 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,915 484 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 10,908 484 0.05% 0.05% 339 0 0.0% Q2 2026 Jul 28, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 10,875 483 0.06% 0.06% 340 0 0.0% Q2 2026 Jul 20, 2026
Versant Capital Management, Inc History Added to 7,179 482 0.04% 0.03% 341 +335 4.89% Q3 2026 Oct 01, 2026
Venture Visionary Partners LLC History Reduced 7,123 478 0.01% 0.01% 342 -478 -6.29% Q3 2026 Oct 07, 2026
Sanctuary Advisors, LLC History No change 10,678 474 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 10,466 464 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 07, 2026
iA Global Asset Management Inc. History No change 10,455 464 0.01% 0.01% 345 0 0.0% Q2 2026 Jul 29, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 10,411 462 0.0% 0.0% 346 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 10,410 462 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 11, 2026
WADDELL & ASSOCIATES, LLC History No change 10,299 457 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 15, 2026
Coppell Advisory Solutions LLC History No change 348 455 0.04% 0.04% 349 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 10,215 453 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 9,979 443 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History No change 9,825 436 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 11, 2026
HUB Investment Partners, LLC History No change 9,775 434 0.01% 0.01% 353 0 0.0% Q2 2026 Jul 31, 2026
Crestwood Advisors Group, LLC History No change 9,685 430 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 03, 2026
Nykredit A/S History No change 9,680 429 0.0% 0.0% 355 0 0.0% Q2 2026 Sep 08, 2026
DnB Asset Management AS History No change 9,646 428 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History No change 9,511 422 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 9,498 421 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 9,496 421 0.01% 0.01% 359 0 0.0% Q2 2026 Jul 30, 2026
KBC Group NV History No change 9,403 418 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 05, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 9,391 417 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History No change 9,179 407 0.02% 0.02% 362 0 0.0% Q2 2026 Jul 28, 2026
RMR Wealth Builders History No change 9,108 404 0.03% 0.03% 363 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 8,998 399 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 8,892 394 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 04, 2026
Inscription Capital, LLC History No change 8,891 394 0.03% 0.03% 366 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 8,772 389 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 8,688 385 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 07, 2026
EP Wealth Advisors, LLC History No change 8,656 384 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 11, 2026
Aware Super Pty Ltd as trustee of Aware Super History No change 8,577 380 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History No change 8,528 378 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 8,322 369 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History No change 8,235 365 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 12, 2026
Voleon Capital Management LP History No change 8,196 364 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History No change 8,213 364 0.12% 0.12% 375 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 8,096 359 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
State of Wyoming History No change 8,045 357 0.04% 0.04% 377 0 0.0% Q2 2026 Aug 06, 2026
Smith Group Asset Management, LLC History No change 8,023 356 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 7,702 354 0.02% 0.02% 379 0 0.0% Q2 2026 Jul 22, 2026
ProShare Advisors LLC History No change 7,952 353 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 11, 2026
Legacy Financial Advisors, Inc. History No change 7,934 352 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 05, 2026
Rothschild Wealth LLC History No change 7,912 351 0.03% 0.03% 382 0 0.0% Q2 2026 Aug 11, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 7,884 350 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 13, 2026
RIVERSEDGE ADVISORS, LLC History Added to 5,182 347 0.04% 0.03% 384 +225 4.54% Q3 2026 Oct 09, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 7,834 347 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 12, 2026
ELEVATUS WELATH MANAGEMENT History No change 7,792 346 0.08% 0.08% 386 0 0.0% Q2 2026 Aug 13, 2026
Clare Market Investments LLC History No change 7,773 345 0.06% 0.06% 387 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 7,744 343 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 10, 2026
Rafferty Asset Management, LLC History No change 7,716 342 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 7,684 341 0.01% 0.01% 390 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 5,033 337 0.01% 0.01% 392 +1,076 27.19% Q3 2026 Oct 08, 2026
Compound Planning, Inc. History No change 7,597 337 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 04, 2026
Quent Capital, LLC History No change 7,549 335 0.02% 0.02% 393 0 0.0% Q2 2026 Aug 07, 2026
Proficio Capital Partners LLC History No change 7,409 329 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 7,346 326 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 7,301 324 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 04, 2026
Mach-1 Financial Group, LLC History No change 7,249 322 0.12% 0.12% 397 0 0.0% Q2 2026 Jul 29, 2026
AlphaGrep UK Ltd History No change 7,261 322 0.1% 0.1% 398 0 0.0% Q2 2026 Aug 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 7,245 321 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 14, 2026
Formidable Asset Management, LLC History No change 7,162 318 0.05% 0.05% 400 0 0.0% Q2 2026 Jul 17, 2026
Essex Financial Services, Inc. History No change 7,114 316 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 10, 2026
Ethic Inc. History No change 6,979 310 0.0% 0.0% 402 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 6,989 310 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 14, 2026
Motley Fool Asset Management LLC History No change 6,969 309 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 6,971 309 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 06, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 6,977 309 0.02% 0.02% 406 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History No change 6,859 304 0.01% 0.01% 407 0 0.0% Q2 2026 Jul 22, 2026
Ellevest, Inc. History No change 6,201 303 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 10, 2026
BURNEY CO/ History No change 6,814 302 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 14, 2026
TRED AVON FAMILY WEALTH, LLC History No change 6,814 302 0.09% 0.09% 410 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 6,789 301 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 6,765 300 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 6,750 299 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 27, 2026
Comprehensive Financial Management LLC History No change 6,593 292 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 6,501 289 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 04, 2026
SHELTON CAPITAL MANAGEMENT History No change 6,484 288 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 14, 2026
Freestone Capital Holdings, LLC History No change 6,414 284 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 31, 2026
UHLMANN PRICE SECURITIES, LLC History No change 6,375 283 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 24, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 6,362 282 0.05% 0.05% 419 0 0.0% Q2 2026 Aug 04, 2026
Headlands Technologies LLC History No change 6,313 280 0.03% 0.03% 420 0 0.0% Q2 2026 Aug 12, 2026
Arkadios Wealth Advisors History No change 6,317 280 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
Valeo Financial Advisors, LLC History New 4,157 279 0.01% — 422 +4,157 New Q3 2026 Oct 08, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 6,231 276 0.06% 0.06% 423 0 0.0% Q2 2026 Jul 22, 2026
EverSource Wealth Advisors, LLC History No change 6,180 274 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 24, 2026
LMR Partners LLP History No change 6,110 271 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History No change 6,059 269 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 17, 2026
Capstone Wealth Management, LLC History No change 6,046 268 0.12% 0.12% 427 0 0.0% Q2 2026 Jul 23, 2026
CIBC Asset Management Inc History No change 6,012 267 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 03, 2026
Baader Bank Aktiengesellschaft History No change 6,000 266 0.02% 0.02% 429 0 0.0% Q2 2026 Jul 23, 2026
STRS OHIO History No change 5,908 262 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 30, 2026
North Dakota State Investment Board History No change 5,907 262 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 04, 2026
Mirae Asset Global Investments Co., Ltd. History No change 5,898 261 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 22, 2026
MISSION WEALTH MANAGEMENT, LP History No change 5,785 256 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 20, 2026
Curi Capital, LLC History No change 5,692 252 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History No change 5,655 251 0.01% 0.01% 435 0 0.0% Q2 2026 Jul 27, 2026
Sterling Capital Management LLC History No change 5,540 246 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 28, 2026
ClearAlpha Technologies LP History No change 5,560 246 0.42% 0.42% 437 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 5,529 245 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 22, 2026
R Squared Ltd History No change 5,525 245 0.13% 0.13% 439 0 0.0% Q2 2026 Aug 05, 2026
Hedges Asset Management LLC History No change 5,500 244 0.16% 0.16% 440 0 0.0% Q2 2026 Jul 27, 2026
Brand Asset Management Group, Inc. History No change 5,420 240 0.05% 0.05% 441 0 0.0% Q2 2026 Aug 12, 2026
Legacy Advisors, LLC History No change 5,283 234 0.02% 0.02% 442 0 0.0% Q2 2026 Jul 24, 2026
RWA WEALTH PARTNERS, LLC History No change 5,247 233 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 07, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 5,204 231 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 5,212 231 0.01% 0.01% 445 0 0.0% Q2 2026 Aug 07, 2026
Gilbert & Cook, Inc. History No change 5,189 230 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 28, 2026
Garden State Investment Advisory Services LLC History No change 5,177 229 0.04% 0.04% 447 0 0.0% Q2 2026 Aug 11, 2026
Optas, LLC History No change 5,148 228 0.03% 0.03% 448 0 0.0% Q2 2026 Jul 21, 2026
Composition Wealth, LLC History No change 5,096 226 0.0% 0.0% 449 0 0.0% Q2 2026 Jul 22, 2026
Concorde Asset Management, LLC History No change 5,064 224 0.13% 0.13% 450 0 0.0% Q2 2026 Aug 18, 2026
Claret Asset Management Corp History No change 5,010 223 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 27, 2026
Obermeyer Wealth Partners History No change 5,000 222 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 29, 2026
Wahed Invest LLC History No change 5,016 222 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 4,937 219 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 4,839 214 0.01% 0.01% 455 0 0.0% Q2 2026 Jul 31, 2026
MANGROVE PARTNERS IM, LLC History No change 4,816 213 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 4,048 213 0.08% 0.08% 457 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 4,782 212 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 03, 2026
MONTAG A & ASSOCIATES INC History No change 4,775 212 0.01% 0.01% 459 0 0.0% Q2 2026 Aug 05, 2026
Vident Advisory, LLC History No change 4,742 210 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 4,689 208 0.03% 0.03% 461 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,655 206 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 30, 2026
PARK AVENUE SECURITIES LLC History No change 4,646 206 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 20, 2026
Intellectus Partners, LLC History No change 4,618 205 0.04% 0.04% 464 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 4,630 205 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 4,580 203 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History No change 4,552 202 0.0% 0.0% 467 0 0.0% Q2 2026 Jul 23, 2026
PFG Investments, LLC History No change 4,562 202 0.01% 0.01% 468 0 0.0% Q2 2026 Jul 23, 2026
CHILTON INVESTMENT CO INC. History No change 4,540 201 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 4,510 200 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 4,404 195 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Pingora Partners LLC History No change 4,100 182 0.11% 0.11% 472 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,941 175 0.01% 0.01% 473 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 3,923 174 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 20, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History No change 3,614 160 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 29, 2026
Bayforest Capital Ltd History No change 3,592 159 0.15% 0.15% 476 0 0.0% Q2 2026 Aug 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 3,569 158 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Advisors / MI History No change 3,458 153 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 3,289 146 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 05, 2026
Eurizon Capital SGR S.p.A. History No change 3,104 139 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 29, 2026
Kemnay Advisory Services Inc. History No change 3,089 137 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 14, 2026
Twin Lakes Capital Management, LLC History No change 3,072 136 0.05% 0.05% 482 0 0.0% Q2 2026 Aug 17, 2026
Essential Partners LLC History No change 3,051 135 0.06% 0.06% 483 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,815 125 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 2,568 114 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 04, 2026
CX Institutional History Added to 1,645 110 0.0% 0.0% 486 +8 0.49% Q3 2026 Oct 02, 2026
UMB Bank, n.a. History No change 2,304 102 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 2,300 102 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 06, 2026
SUMMIT SECURITIES GROUP LLC History No change 2,308 102 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 03, 2026
Corient IA LP History No change 2,230 99 0.09% 0.09% 490 0 0.0% Q2 2026 Aug 12, 2026
Reyes Financial Architecture, Inc. History No change 1,749 77 0.04% 0.04% 491 0 0.0% Q2 2026 Jul 16, 2026
Employees Retirement System of Texas History No change 1,657 74 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,059 71 0.0% 0.0% 493 -31 -2.84% Q3 2026 Oct 05, 2026
BOK Financial Private Wealth, Inc. History No change 1,615 71 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History No change 1,615 71 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 06, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 1,550 68 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 1,513 67 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 1,484 66 0.04% 0.04% 498 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Reduced 982 65 0.0% 0.0% 500 -1 -0.1% Q3 2026 Oct 08, 2026
SJS Investment Consulting Inc. History No change 1,471 65 0.01% 0.01% 499 0 0.0% Q2 2026 Jul 22, 2026
COHEN & STEERS, INC. History No change 1,400 62 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,325 61 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 12, 2026
True Wealth Design, LLC History No change 1,357 60 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 16, 2026
Global Retirement Partners, LLC History No change 1,348 59 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 876 58 0.02% 0.01% 505 +364 71.09% Q3 2026 Oct 07, 2026
Clearstead Advisors, LLC History No change 1,297 57 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History No change 1,208 53 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 1,178 52 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 1,092 49 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 1,097 48 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 28, 2026
Rakuten Securities, Inc. History No change 1,103 48 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 11, 2026
VIRTUS ADVISERS, LLC History No change 1,067 47 0.02% 0.02% 512 0 0.0% Q2 2026 Aug 11, 2026
Itau Unibanco Holding S.A. History No change 861 38 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 824 38 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 27, 2026
TD Waterhouse Canada Inc. History No change 807 37 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 27, 2026
Washington Trust Advisors, Inc. History No change 820 36 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 808 35 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 21, 2026
Smartleaf Asset Management LLC History No change 744 33 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 661 31 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 27, 2026
WealthCollab, LLC History No change 708 31 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 10, 2026
City State Bank History No change 630 27 0.01% 0.01% 521 0 0.0% Q2 2026 Jul 14, 2026
HUNTINGTON NATIONAL BANK History No change 543 24 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 538 24 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 07, 2026
Central Pacific Bank - Trust Division History No change 369 24 0.0% 0.0% 524 0 0.0% Q3 2026 Oct 05, 2026
Institute for Wealth Management, LLC. History No change 526 23 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 28, 2026
CAZ INVESTMENTS LP History No change 500 22 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 13, 2026
Performa Ltd (US), LLC History No change 500 22 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 03, 2026
Silvant Capital Management LLC History No change 474 21 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History No change 475 21 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 05, 2026
Bank & Trust Co History Reduced 307 20 0.01% 0.01% 530 -50 -14.01% Q3 2026 Oct 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 450 19 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 10, 2026
WEST PACES ADVISORS INC. History No change 450 19 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 17, 2026
Activest Wealth Management History No change 423 18 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 16, 2026
Y.D. More Investments Ltd History No change 405 17 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 05, 2026
CULLEN/FROST BANKERS, INC. History No change 364 16 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 250 16 0.0% 0.0% 536 0 0.0% Q3 2026 Oct 09, 2026
Basecamp Wealth Advisors LLC History No change 381 16 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 340 15 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 340 15 0.0% 0.0% 539 0 0.0% Q2 2026 Aug 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 200 13 0.0% 0.0% 540 0 0.0% Q3 2026 Oct 09, 2026
SWAN Capital LLC History No change 315 13 0.0% 0.0% 541 0 0.0% Q2 2026 Aug 13, 2026
VEGA INVESTMENT SOLUTIONS History No change 288 12 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
Estabrook Capital Management History No change 250 11 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 259 11 0.0% 0.0% 544 0 0.0% Q2 2026 Sep 04, 2026
Continuum Advisory, LLC History No change 252 11 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 06, 2026
GoalVest Advisory LLC History New 163 10 0.0% — 551 +163 New Q3 2026 Oct 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 233 10 0.0% 0.0% 546 0 0.0% Q2 2026 Jul 31, 2026
ADIRONDACK TRUST CO History No change 235 10 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 244 10 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 24, 2026
EMC Capital Management History No change 200 10 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 29, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 246 10 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 15, 2026
HM PAYSON & CO History No change 200 8 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 17, 2026
Marquette Asset Management, LLC History No change 125 8 0.0% 0.0% 553 0 0.0% Q3 2026 Oct 09, 2026
Pacifica Partners Inc. History No change 120 8 0.0% 0.0% 554 0 0.0% Q3 2026 Oct 08, 2026
Strategic Investment Solutions, Inc. /IL History No change 200 8 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 08, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 187 8 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 21, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 200 8 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 177 7 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 20, 2026
Fortitude Family Office, LLC History No change 163 7 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 160 7 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History No change 170 7 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 150 6 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 06, 2026
Main Street Group, LTD History No change 150 6 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 13, 2026
Sachetta, LLC History No change 153 6 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE TRUST CO NA History No change 113 5 0.0% 0.0% 565 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History No change 114 5 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 129 5 0.0% 0.0% 567 0 0.0% Q2 2026 Jul 09, 2026
NFSG Corp History No change 131 5 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Management Group, LLC History No change 121 5 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 27, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 125 5 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History Added to 61 4 0.0% 0.0% 576 +6 10.91% Q3 2026 Oct 07, 2026
WESTPAC BANKING CORP History No change 91 4 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History No change 110 4 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 105 4 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Co / SC History No change 99 4 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 11, 2026
PFS Partners, LLC History No change 105 4 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 20, 2026
Graney & King, LLC History No change 100 4 0.0% 0.0% 577 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 95 4 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 111 4 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 11, 2026
Planning Strategies Inc. History Reduced 47 3 0.0% 0.0% 596 -5 -9.62% Q3 2026 Oct 02, 2026
FIRST HORIZON CORP History No change 82 3 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 74 3 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 90 3 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Asset Management LLP History No change 67 3 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 18, 2026
Tradewinds Capital Management, LLC History No change 75 3 0.0% 0.0% 584 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 73 3 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Trust, LLC History No change 87 3 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 80 3 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 29, 2026
Spire Wealth Management History No change 84 3 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 15, 2026
Tidemark, LLC History No change 75 3 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 71 3 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 13, 2026
Atlatl Advisers LLC History No change 75 3 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 22, 2026
Fourth Dimension Wealth, LLC History No change 78 3 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 72 3 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 81 3 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
Medallion Wealth Advisors, LLC History No change 71 3 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
MANNING & NAPIER ADVISORS LLC History No change 47 2 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 13, 2026
First Bancorp, Inc /ME/ History No change 50 2 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 11, 2026
VALLEY NATIONAL ADVISERS INC History No change 63 2 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 29, 2026
Manchester Capital Management LLC History No change 58 2 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 66 2 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 50 2 0.0% 0.0% 602 0 0.0% Q2 2026 Jul 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 60 2 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 08, 2026
BFSG, LLC History No change 50 2 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 62 2 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 22, 2026
Avion Wealth History No change 62 2 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 62 2 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 20, 2026
TSFG, LLC History No change 37 2 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 23, 2026
Addison Advisors LLC History No change 61 2 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 10, 2026
Cromwell Holdings LLC History No change 66 2 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 13, 2026
Quarry LP History No change 48 2 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 50 2 0.0% 0.0% 612 0 0.0% Q2 2026 Jul 24, 2026
Asset Planning,Inc History No change 50 2 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 25 1 0.0% 0.0% 614 0 0.0% Q2 2026 Sep 02, 2026
WEBSTER BANK, N. A. History No change 36 1 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 44 1 0.0% 0.0% 616 0 0.0% Q2 2026 Jul 17, 2026
AdvisorNet Financial, Inc History No change 33 1 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 38 1 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors, Ltd. LLC History No change 16 1 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 16, 2026
Osbon Capital Management LLC History No change 26 1 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 32 1 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 11, 2026
Dunhill Financial, LLC History No change 41 1 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 31 1 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 33 1 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 27, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 25 1 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History No change 26 1 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 28, 2026
Principia Wealth Advisory, LLC History No change 45 1 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 26, 2026
Rialto Wealth Management, LLC History No change 23 1 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 32 1 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 32 1 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 28, 2026
VISTA INVESTMENT PARTNERS LLC History Closed out 0 0 — 0.19% — -16,902 -100.0% Q3 2026 Oct 08, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -258 -100.0% Q3 2026 Oct 07, 2026
Davis Capital Management History New 2 0 — — — +2 New Q3 2026 Oct 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 2 0 — — — +2 New Q3 2026 Oct 09, 2026
SouthState Bank Corp History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 16 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
SALEM INVESTMENT COUNSELORS INC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
NBT BANK, N.A. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
MOTCO History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
MATHER GROUP, LLC. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
USA FINANCIAL FORMULAS History No change 11 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History No change 1 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Solstein Capital, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
CNB Bank History No change 21 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Bay Harbor Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Prestige Wealth Management Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
N.E.W. Advisory Services LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
TFC Financial Management, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Cordant, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SITTNER & NELSON, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Evolution Advisers, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
PayPay Securities Corp History No change 20 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Creative Capital Management Investments LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Glass Jacobson Investment Advisors llc History No change 8 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
DiNuzzo Private Wealth, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Valued Wealth Advisors LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Bear Mountain Capital, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Caitlin John, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ascentis Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Hughes Financial Services, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Navigoe, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
HFM Investment Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Vision Retirement, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Investors Portfolio Services LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Holos Integrated Wealth LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Torren Management, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Signature Equity Partners, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Evelyn Partners Group Ltd History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026