Driven Brands Holdings Inc. - DRVN

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
FMR LLC History No change 9,515,536 132,646 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
ADW Capital Management, LLC History No change 7,900,000 110,126 23.59% 23.59% 2 0 0.0% Q2 2026 Aug 14, 2026
Rubric Capital Management LP History No change 5,300,613 73,890 0.68% 0.68% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 4,813,956 67,106 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
BAMCO INC /NY/ History No change 4,502,594 62,766 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,388,315 47,233 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,831,093 39,465 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,615,898 36,465 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 2,526,144 35,214 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,341,746 32,644 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 11, 2026
Simcoe Capital Management, LLC History No change 2,258,500 31,483 5.73% 5.73% 11 0 0.0% Q2 2026 Aug 14, 2026
One Fin Capital Management LP History No change 1,750,000 24,395 7.88% 7.88% 12 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,672,191 23,314 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 1,466,593 20,444 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,262,411 17,598 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,138,117 15,865 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,036,519 14,449 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Emeth Value Capital, LLC History No change 1,027,266 14,320 49.64% 49.64% 18 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,010,952 14,092 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,010,594 14,087 0.37% 0.37% 20 0 0.0% Q2 2026 Jul 31, 2026
Conversant Capital LLC History No change 1,000,000 13,940 1.64% 1.64% 21 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 944,046 13,160 1.83% 1.83% 22 0 0.0% Q2 2026 Jul 29, 2026
Caption Management, LLC History No change 806,215 11,238 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 729,718 10,172 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 633,851 8,835 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
GRIZZLYROCK CAPITAL, LLC History No change 621,971 8,670 6.06% 6.06% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 580,662 8,094 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Norwood Investment Partners, LP History No change 534,813 7,455 10.3% 10.3% 28 0 0.0% Q2 2026 Aug 11, 2026
Rangeley Capital, LLC History No change 518,246 7,224 6.6% 6.6% 29 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 503,401 7,017 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 438,319 6,110 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 424,533 5,917 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
FLAX POND CAPITAL, LLC History No change 455,020 5,737 4.53% 4.53% 33 0 0.0% Q2 2026 Aug 13, 2026
EVR Research LP History No change 400,000 5,576 2.75% 2.75% 34 0 0.0% Q2 2026 Aug 13, 2026
Seven Six Capital Management, LLC History No change 383,050 5,339 4.88% 4.88% 35 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 380,516 5,304 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Verition Fund Management LLC History No change 372,261 5,189 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 364,178 5,076 0.33% 0.33% 38 0 0.0% Q2 2026 Aug 11, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 340,961 4,752 2.48% 2.48% 39 0 0.0% Q2 2026 Aug 14, 2026
CastleKnight Management LP History No change 337,600 4,706 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 317,761 4,429 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 312,629 4,358 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
Pullen Investment Management, LLC History No change 289,666 4,037 1.87% 1.87% 43 0 0.0% Q2 2026 Jul 28, 2026
Bank of New York Mellon Corp History No change 266,533 3,715 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 228,838 3,190 0.21% 0.21% 45 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 173,430 2,417 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 170,149 2,371 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 27, 2026
ExodusPoint Capital Management, LP History No change 163,630 2,281 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 143,213 1,996 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
DBA TRADING, LLC History No change 150,000 1,891 0.95% 0.95% 50 0 0.0% Q2 2026 Jul 20, 2026
Orchard Capital Management, LLC History No change 131,785 1,837 1.79% 1.79% 51 0 0.0% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History No change 129,151 1,800 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 125,100 1,743 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 120,294 1,676 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 115,500 1,610 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 111,558 1,555 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 110,653 1,542 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 109,712 1,529 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
III Capital Management History No change 109,020 1,519 0.39% 0.39% 59 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 107,519 1,498 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 104,214 1,452 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 06, 2026
Divisadero Street Capital Management, LP History No change 100,000 1,394 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 87,189 1,215 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 24, 2026
Timelo Investment Management Inc. History No change 83,000 1,157 0.33% 0.33% 64 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 76,929 1,073 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 75,484 1,052 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 72,679 1,013 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 75,631 953 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 63,168 880 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 60,075 837 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 60,044 837 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 57,495 801 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 53,016 739 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 52,136 727 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 47,362 701 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 50,185 699 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 50,000 697 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 17, 2026
HSBC HOLDINGS PLC History No change 50,819 695 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 49,017 683 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 47,329 659 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 06, 2026
LPL Financial LLC History No change 45,970 640 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 45,740 631 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 40,992 571 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 10, 2026
MetLife Investment Management, LLC History No change 38,933 542 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 38,202 532 0.01% 0.01% 85 0 0.0% Q2 2026 Jul 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 37,748 526 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 36,174 504 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 07, 2026
JBF Capital, Inc. History No change 35,287 491 0.06% 0.06% 88 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History No change 35,102 489 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 06, 2026
Atom Investors LP History No change 34,708 483 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 34,578 482 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 03, 2026
AMERIPRISE FINANCIAL INC History No change 34,375 479 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
ZWJ INVESTMENT COUNSEL INC History No change 31,896 444 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 16, 2026
IMC-Chicago, LLC History No change 30,756 428 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 30,587 426 0.0% 0.0% 95 0 0.0% Q2 2026 Sep 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 28,053 391 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 25,223 351 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 24,818 345 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Global Advisers, LLC History No change 24,036 335 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 22,256 310 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 21,705 302 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 21,051 293 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 20,966 292 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 18,080 280 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 20,003 278 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
Gem Investment Advisors, LLC History No change 19,133 266 0.16% 0.16% 106 0 0.0% Q2 2026 Aug 10, 2026
Platform Technology Partners History No change 19,073 265 0.04% 0.04% 107 0 0.0% Q2 2026 Jul 24, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 17,891 249 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History No change 17,798 248 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 17,603 245 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History No change 17,177 239 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 17,010 237 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 16,871 235 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 19, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,511 230 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 16,555 230 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
Arizona State Retirement System History No change 15,882 221 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 15,423 214 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
Inscription Capital, LLC History No change 15,241 212 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 14,100 196 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 13,558 188 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 12,147 188 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 13, 2026
Blackstone Inc. History No change 13,419 187 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 13,459 187 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
nVerses Capital, LLC History No change 13,383 186 0.29% 0.29% 124 0 0.0% Q2 2026 Aug 04, 2026
Marble Bar Asset Management LLP History No change 13,000 181 0.13% 0.13% 125 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 12,214 170 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 12,017 167 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 12,031 167 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 11,707 163 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 31, 2026
Vident Advisory, LLC History No change 11,167 155 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History No change 10,740 149 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 20, 2026
Mariner, LLC History No change 10,585 147 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Quinn Opportunity Partners LLC History No change 10,278 143 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 8,793 122 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 8,259 115 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 20, 2026
Ensign Peak Advisors, Inc History No change 7,756 108 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Asset Management LLP History No change 7,412 103 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 18, 2026
OSAIC HOLDINGS, INC. History No change 5,105 71 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 4,991 69 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 4,586 63 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 4,098 57 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 4,148 57 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 3,641 50 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 22, 2026
Tower Research Capital LLC (TRC) History No change 3,365 46 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,132 43 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 2,025 29 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 1,940 27 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 1,637 22 0.0% 0.0% 148 0 0.0% Q2 2026 Sep 08, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,500 20 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 1,243 17 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 1,215 16 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 1,144 15 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 07, 2026
EverSource Wealth Advisors, LLC History No change 1,036 14 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 945 13 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 1,066 12 0.0% 0.0% 155 +509 91.38% Q3 2026 Oct 01, 2026
BNP Paribas Asset Management Holding S.A. History No change 745 10 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 620 8 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 586 8 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 594 8 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 508 7 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 17, 2026
NISA INVESTMENT ADVISORS, LLC History No change 474 6 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 499 6 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History No change 453 6 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 496 6 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 16, 2026
Atlantic Union Bankshares Corp History No change 400 5 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 303 4 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 328 4 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 317 4 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
Optiver Holding B.V. History No change 324 4 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 223 3 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 240 3 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 17, 2026
Sterling Capital Management LLC History No change 214 2 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 28, 2026
Caitong International Asset Management Co., Ltd History No change 187 2 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 175 2 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 91 1 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 88 1 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 07, 2026
Bare Financial Services, Inc History No change 85 1 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 119 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -79 -100.0% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 51 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
SouthState Bank Corp History No change 50 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
IMA Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 11 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Quarry LP History No change 18 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 19 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 10, 2026