DT Midstream, Inc. - DTM

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 11,398,947 1,672,681 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,778,907 847,996 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,607,124 676,049 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,401,455 499,200 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 3,377,042 498,450 0.01% 0.01% 5 0 0.0% Q2 2026 Sep 22, 2026
DEUTSCHE BANK AG\ History No change 3,034,454 445,275 0.13% 0.13% 6 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 2,989,882 438,759 0.29% 0.29% 7 0 0.0% Q2 2026 Oct 27, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History No change 2,975,967 436,693 4.44% 4.44% 8 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 2,490,513 365,457 1.11% 1.11% 9 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 2,141,056 314,179 0.21% 0.21% 10 0 0.0% Q2 2026 Aug 14, 2026
59 North Capital Management, LP History No change 1,974,250 289,701 6.45% 6.45% 11 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,943,875 285,244 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,231,571 266,624 0.05% 0.06% 13 -42,676 -1.88% Q3 2026 Nov 04, 2026
Clearbridge Investments, LLC History No change 1,595,854 234,175 0.19% 0.19% 14 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,475,520 232,716 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 1,161,155 170,388 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,151,142 168,918 0.02% 0.02% 17 0 0.0% Q2 2026 Sep 02, 2026
Capital Research Global Investors History No change 1,148,214 168,488 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 1,088,844 159,777 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
REAVES W H & CO INC History No change 1,075,353 157,797 2.39% 2.39% 20 0 0.0% Q2 2026 Jul 30, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 1,065,100 156,292 0.19% 0.19% 21 0 0.0% Q2 2026 Aug 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,040,102 152,624 1.15% 1.15% 22 0 0.0% Q2 2026 Aug 14, 2026
Merewether Investment Management, LP History No change 946,016 138,818 2.62% 2.62% 23 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 914,500 134,193 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 808,837 118,688 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 801,809 117,657 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 739,956 108,581 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Reduced 839,326 100,274 0.02% 0.02% 28 -13,444 -1.58% Q3 2026 Nov 05, 2026
TrinityBridge Ltd History Reduced 808,900 96,660 2.83% 3.22% 29 -14,200 -1.73% Q3 2026 Oct 30, 2026
VANGUARD FIDUCIARY TRUST CO History No change 645,752 94,757 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History No change 644,326 94,548 1.85% 1.85% 31 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 604,557 90,095 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Reduced 687,100 82,087 3.76% 4.79% 33 -43,000 -5.89% Q3 2026 Oct 26, 2026
BANK OF AMERICA CORP /DE/ History No change 555,376 81,495 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 641,891 76,686 2.54% 3.04% 35 +15,970 2.55% Q3 2026 Nov 02, 2026
Bahl & Gaynor LLC History Added to 637,845 76,203 0.36% 0.42% 36 +19,374 3.13% Q3 2026 Nov 05, 2026
UBS Group AG History No change 490,154 71,925 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
BROOKFIELD Corp /ON/ History No change 446,313 65,492 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 14, 2026
Energy Income Partners, LLC History No change 433,200 63,567 1.0% 1.0% 39 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 429,489 63,023 0.15% 0.15% 40 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 428,310 62,851 0.06% 0.06% 41 0 0.0% Q2 2026 Aug 06, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Added to 522,558 62,430 2.24% 2.0% 42 +143,766 37.95% Q3 2026 Oct 07, 2026
FIRST TRUST ADVISORS LP History No change 424,931 62,354 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 11, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 419,342 61,534 0.58% 0.58% 44 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 410,793 60,279 0.13% 0.13% 45 0 0.0% Q2 2026 Aug 06, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 407,626 59,846 0.8% 0.8% 46 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 381,295 55,951 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 441,581 52,757 0.03% 0.04% 48 -62,792 -12.45% Q3 2026 Nov 02, 2026
Recurrent Investment Advisors LLC History No change 355,154 52,115 3.24% 3.24% 49 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 338,518 49,674 0.05% 0.05% 50 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 366,636 49,374 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 325,382 47,755 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 299,252 43,910 0.05% 0.05% 53 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 291,085 42,713 0.01% 0.01% 54 0 0.0% Q2 2026 Sep 23, 2026
RHUMBLINE ADVISERS History No change 284,163 41,698 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 11, 2026
NEOS Investment Management LLC History Added to 320,875 38,334 0.12% 0.11% 56 +110,507 52.53% Q3 2026 Nov 04, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 319,956 38,225 1.65% 1.95% 57 +1,884 0.59% Q3 2026 Oct 26, 2026
Yaupon Capital Management LP History No change 258,344 37,909 0.75% 0.75% 58 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 254,644 37,366 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 03, 2026
BARCLAYS PLC History No change 243,484 35,728 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 287,181 34,309 0.16% 0.16% 61 +50,721 21.45% Q3 2026 Nov 02, 2026
Fractal Investments LLC History Added to 285,999 34,168 3.87% 3.91% 62 +55,000 23.81% Q3 2026 Oct 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 229,815 33,723 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 212,407 31,168 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 200,663 29,445 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 199,600 29,289 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 189,909 27,867 0.12% 0.12% 67 0 0.0% Q2 2026 Aug 14, 2026
Pacer Advisors, Inc. History No change 186,111 27,310 0.07% 0.07% 68 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 184,346 27,050 0.11% 0.11% 69 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 225,622 26,955 0.08% 0.1% 70 -290 -0.13% Q3 2026 Nov 04, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 224,383 26,807 0.72% 0.82% 71 +14,259 6.79% Q3 2026 Oct 26, 2026
ProShare Advisors LLC History Reduced 200,939 24,006 0.03% 0.05% 72 -13,809 -6.43% Q3 2026 Oct 28, 2026
BANK OF MONTREAL /CAN/ History No change 162,881 23,901 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 159,551 23,412 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 151,837 22,280 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 146,400 21,482 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 04, 2026
LPL Financial LLC History No change 146,390 21,481 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 07, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 128,619 18,873 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 07, 2026
HENNESSY ADVISORS INC History Added to 154,280 18,431 0.69% 0.72% 79 +800 0.52% Q3 2026 Oct 28, 2026
LORD, ABBETT & CO. LLC History No change 124,414 18,257 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 117,231 17,202 0.09% 0.09% 81 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 115,432 16,938 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 24, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 113,087 16,594 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 107,580 15,786 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 107,068 15,711 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 105,885 15,552 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 102,713 15,072 0.45% 0.45% 87 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 101,782 14,935 0.26% 0.26% 88 0 0.0% Q2 2026 Jul 30, 2026
ROYAL BANK OF CANADA History No change 101,612 14,911 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 99,633 14,620 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 97,075 14,245 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
PINNBROOK CAPITAL MANAGEMENT LP History No change 97,009 14,235 1.52% 1.52% 92 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 95,378 13,995 0.01% 0.01% 93 0 0.0% Q2 2026 Sep 09, 2026
FMR LLC History No change 86,563 12,702 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 105,452 12,598 0.05% 0.07% 95 -2,627 -2.43% Q3 2026 Oct 28, 2026
VAN ECK ASSOCIATES CORP History No change 85,504 12,546 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 82,775 12,146 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 81,919 12,020 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 10, 2026
TWO SIGMA INVESTMENTS, LP History No change 81,477 11,955 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Capital Advisors LLC History Added to 97,464 11,644 0.19% 0.22% 100 +7,100 7.86% Q3 2026 Nov 02, 2026
Ceredex Value Advisors LLC History No change 76,500 11,225 0.32% 0.32% 101 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 74,614 10,948 0.01% 0.01% 102 0 0.0% Q2 2026 Sep 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 70,627 10,363 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Reduced 85,521 10,217 0.01% 0.01% 104 -5,003 -5.53% Q3 2026 Nov 02, 2026
Freestone Grove Partners LP History No change 67,969 9,973 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 66,108 9,700 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 66,050 9,692 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 65,770 9,651 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 80,685 9,639 0.02% 0.02% 109 -7,400 -8.4% Q3 2026 Oct 22, 2026
SG Americas Securities, LLC History No change 64,627 9,483 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 07, 2026
Dorsey Wright & Associates History No change 64,361 9,444 1.6% 1.6% 111 0 0.0% Q2 2026 Aug 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 61,955 9,091 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 61,938 9,088 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 61,766 9,063 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
RR Advisors, LLC History No change 61,733 9,058 2.62% 2.62% 115 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 61,582 9,036 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 60,700 8,907 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Conestoga Capital Advisors, LLC History Added to 70,610 8,435 0.25% 0.16% 118 +20,750 41.62% Q3 2026 Nov 02, 2026
Quantinno Capital Management LP History No change 55,780 8,185 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 55,678 8,170 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 54,887 8,054 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Capital Innovations LLC History No change 54,239 7,959 2.07% 2.07% 122 0 0.0% Q2 2026 Aug 11, 2026
Susquehanna Portfolio Strategies, LLC History No change 53,905 7,910 0.13% 0.13% 123 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 50,173 7,362 0.14% 0.14% 124 0 0.0% Q2 2026 Aug 14, 2026
Ruffer LLP History No change 49,640 7,276 0.26% 0.26% 125 0 0.0% Q2 2026 Jul 30, 2026
MetLife Investment Management, LLC History No change 49,111 7,206 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History No change 48,196 7,072 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 47,766 7,009 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 46,806 6,870 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 45,641 6,697 0.05% 0.05% 130 0 0.0% Q2 2026 Jul 23, 2026
FIFTH THIRD BANCORP History Added to 54,110 6,464 0.01% 0.01% 131 +5,379 11.04% Q3 2026 Nov 05, 2026
Jupiter Topco LLC History No change 43,970 6,455 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 43,509 6,384 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 42,682 6,263 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History Added to 52,260 6,243 0.43% 0.52% 135 +284 0.55% Q3 2026 Oct 26, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 40,745 5,978 0.1% 0.1% 136 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 40,041 5,875 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 14, 2026
Sagefield Capital LP History No change 39,957 5,863 0.43% 0.43% 138 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 39,411 5,783 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 37,758 5,540 0.02% 0.02% 140 0 0.0% Q2 2026 Aug 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 37,606 5,518 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 37,243 5,465 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Added to 45,498 5,436 0.04% 0.05% 143 +359 0.8% Q3 2026 Oct 23, 2026
Bridgewater Associates, LP History No change 36,456 5,349 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 35,732 5,243 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 35,537 5,214 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 35,402 5,194 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 34,955 5,129 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 33,983 4,986 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 33,300 4,886 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 33,227 4,875 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 32,415 4,756 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 31,876 4,691 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 31,670 4,647 0.03% 0.03% 154 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 30,859 4,528 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 37,341 4,461 0.02% 0.03% 156 +318 0.86% Q3 2026 Oct 15, 2026
State of Alaska, Department of Revenue History Reduced 37,198 4,443 0.05% 0.05% 157 -330 -0.88% Q3 2026 Oct 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 37,172 4,440 0.04% 0.05% 158 -694 -1.83% Q3 2026 Oct 23, 2026
Ameritas Investment Partners, Inc. History No change 29,604 4,344 0.12% 0.12% 159 0 0.0% Q2 2026 Aug 13, 2026
Aventail Capital Group, LP History No change 28,191 4,136 0.24% 0.24% 160 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 26,331 3,863 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Investments Australia, Ltd. History No change 25,855 3,793 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 25,689 3,770 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 31,554 3,769 0.0% 0.01% 164 -1,294 -3.94% Q3 2026 Nov 02, 2026
Premier Fund Managers Ltd History Reduced 30,000 3,650 0.37% 0.46% 165 -4,000 -11.76% Q3 2026 Nov 02, 2026
Louisiana State Employees Retirement System History Added to 30,300 3,619 0.06% 0.07% 166 +400 1.34% Q3 2026 Oct 20, 2026
KLP KAPITALFORVALTNING AS History No change 24,400 3,598 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 30,044 3,589 0.01% 0.02% 168 0 0.0% Q3 2026 Nov 05, 2026
CITY HOLDING CO History Added to 29,168 3,484 0.39% 0.47% 169 +574 2.01% Q3 2026 Oct 19, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 29,148 3,482 0.01% 0.01% 170 -10,951 -27.31% Q3 2026 Nov 05, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 28,599 3,417 0.07% 0.09% 171 -888 -3.01% Q3 2026 Nov 05, 2026
GLENMEDE TRUST CO NA History No change 23,278 3,415 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 22,948 3,367 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 28,018 3,347 0.02% 0.02% 174 +573 2.09% Q3 2026 Nov 03, 2026
Asset Management One Co., Ltd. History Reduced 26,913 3,223 0.01% 0.01% 175 -2,478 -8.43% Q3 2026 Oct 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 26,509 3,167 0.04% 0.05% 176 -1,742 -6.17% Q3 2026 Oct 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 21,433 3,145 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 23, 2026
Brevan Howard Capital Management LP History No change 20,943 3,073 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 20,298 2,978 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
Blue Chip Partners, LLC History No change 20,064 2,944 0.19% 0.19% 180 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 24,350 2,909 0.01% 0.02% 181 -72 -0.29% Q3 2026 Nov 03, 2026
CITIGROUP INC History Reduced 24,289 2,901 0.0% 0.0% 182 -3,911 -13.87% Q3 2026 Nov 04, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 23,955 2,861 0.01% 0.02% 183 +100 0.42% Q3 2026 Oct 27, 2026
Vident Advisory, LLC History No change 19,435 2,851 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,784 2,756 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 19, 2026
First American Bank History Added to 22,694 2,711 0.15% 0.18% 186 +196 0.87% Q3 2026 Oct 27, 2026
New Age Alpha Advisors, LLC History No change 17,912 2,628 0.11% 0.11% 187 0 0.0% Q2 2026 Aug 13, 2026
Bernard Wealth Management Corp. History No change 17,569 2,578 0.95% 0.95% 188 0 0.0% Q2 2026 Aug 21, 2026
MML INVESTORS SERVICES, LLC History No change 17,539 2,573 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 17,465 2,562 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 21,348 2,550 0.06% 0.07% 191 +1,600 8.1% Q3 2026 Nov 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 21,105 2,521 0.03% 0.03% 192 +55 0.26% Q3 2026 Oct 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 17,123 2,512 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 06, 2026
USS Investment Management Ltd History No change 17,000 2,495 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 11, 2026
Turas Capital Management LP History No change 16,000 2,347 1.08% 1.08% 195 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,399 2,259 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 15,310 2,246 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 15,290 2,243 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 13, 2026
COHEN & STEERS, INC. History No change 15,182 2,228 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 14,895 2,185 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 14,648 2,149 0.11% 0.11% 201 0 0.0% Q2 2026 Aug 03, 2026
Ausbil Investment Management Ltd History No change 17,711 2,115 1.06% 1.15% 202 0 0.0% Q3 2026 Oct 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,424 2,096 0.01% 0.01% 203 +202 1.17% Q3 2026 Oct 20, 2026
NewEdge Advisors, LLC History No change 14,194 2,082 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 14,182 2,081 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 27, 2026
EP Wealth Advisors, LLC History No change 13,854 2,032 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 11, 2026
XTX Topco Ltd History No change 13,731 2,014 0.03% 0.03% 207 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 13,711 2,011 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 13,509 1,994 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 13,358 1,960 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 13, 2026
Covalis Capital LLP History No change 13,280 1,948 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 12,997 1,907 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 03, 2026
Merit Financial Group, LLC History No change 12,798 1,877 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 20, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 15,583 1,862 0.0% 0.01% 214 -813 -4.96% Q3 2026 Nov 02, 2026
Pictet Asset Management Holding SA History Reduced 15,498 1,851 0.0% 0.0% 215 -267 -1.69% Q3 2026 Nov 03, 2026
Williamson Legacy Group, LLC History No change 12,519 1,836 0.91% 0.91% 216 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 15,334 1,831 0.01% 0.01% 217 +2,459 19.1% Q3 2026 Nov 04, 2026
Linden Thomas Advisory Services, LLC History Added to 15,209 1,817 0.14% 0.17% 218 +473 3.21% Q3 2026 Oct 19, 2026
Zurich Insurance Group Ltd/FI History No change 12,300 1,804 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 15,000 1,792 0.34% 0.44% 220 0 0.0% Q3 2026 Oct 05, 2026
CoreCap Advisors, LLC History Reduced 14,871 1,776 0.05% 0.07% 221 -262 -1.73% Q3 2026 Oct 08, 2026
Bridgewater Advisors Inc. History No change 13,158 1,766 0.1% 0.1% 222 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 11,901 1,746 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 11,777 1,728 0.01% 0.01% 224 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 11,440 1,724 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 14,300 1,709 0.01% — 226 +14,300 New Q3 2026 Oct 30, 2026
Sigma Planning Corp History Reduced 14,272 1,703 0.04% 0.05% 227 -130 -0.9% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 11,487 1,686 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 11,376 1,669 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 11,221 1,646 0.02% 0.02% 230 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 11,216 1,645 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 10, 2026
SIT INVESTMENT ASSOCIATES INC History No change 11,150 1,636 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History Added to 13,527 1,624 0.0% 0.0% 233 +1,489 12.37% Q3 2026 Nov 04, 2026
Drucker Wealth 3.0, LLC History No change 10,940 1,605 0.25% 0.25% 234 0 0.0% Q2 2026 Jul 13, 2026
XPONANCE LLC History Added to 13,397 1,600 0.01% 0.01% 235 +95 0.71% Q3 2026 Nov 03, 2026
Metis Global Partners, LLC History No change 10,860 1,593 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 10,421 1,529 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 12,700 1,517 0.01% 0.01% 238 +6,100 92.42% Q3 2026 Oct 28, 2026
Spartan Wealth Advisory Services LLC History No change 10,137 1,487 0.12% 0.12% 239 0 0.0% Q2 2026 Aug 05, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 10,057 1,475 0.26% 0.26% 240 0 0.0% Q2 2026 Aug 17, 2026
CASTLEARK MANAGEMENT LLC History No change 9,830 1,442 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 9,600 1,408 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History Added to 11,455 1,375 0.0% 0.0% 243 +1,978 20.87% Q3 2026 Oct 16, 2026
RETIREMENT GUYS FORMULA LLC History Added to 11,377 1,359 0.5% 0.61% 244 +370 3.36% Q3 2026 Oct 26, 2026
Turtle Creek Wealth Advisors, LLC History Added to 11,226 1,341 0.07% 0.08% 245 +1,481 15.2% Q3 2026 Oct 15, 2026
Gilliland Jeter Wealth Management LLC History No change 11,212 1,339 0.34% 0.43% 246 0 0.0% Q3 2026 Oct 28, 2026
FEDERATED HERMES, INC. History No change 9,038 1,326 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History Reduced 11,022 1,316 0.0% 0.0% 248 -2,669 -19.49% Q3 2026 Oct 30, 2026
QUADRANT CAPITAL GROUP LLC History Added to 10,375 1,312 0.04% 0.04% 249 +98 0.95% Q3 2026 Oct 20, 2026
Frank, Rimerman Advisors LLC History Reduced 10,786 1,288 0.07% 0.09% 250 -325 -2.93% Q3 2026 Oct 16, 2026
GABELLI FUNDS LLC History No change 8,500 1,247 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 8,467 1,242 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,021 1,240 0.0% 0.0% 253 -1,987 -16.55% Q3 2026 Oct 13, 2026
Tower Research Capital LLC (TRC) History No change 8,450 1,239 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 8,403 1,233 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 04, 2026
Palo Duro Investment Partners, LP History No change 8,341 1,223 0.24% 0.24% 256 0 0.0% Q2 2026 Aug 14, 2026
Harvest Investment Services, LLC History No change 8,250 1,210 0.19% 0.19% 257 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 8,035 1,179 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 8,011 1,175 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,916 1,162 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 7,882 1,156 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 7,804 1,153 0.02% 0.02% 262 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 7,738 1,135 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 7,718 1,132 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History Reduced 9,396 1,122 0.0% 0.0% 265 -306 -3.15% Q3 2026 Nov 05, 2026
Inspire Investing, LLC History Added to 9,288 1,109 0.05% 0.03% 266 +4,395 89.82% Q3 2026 Oct 22, 2026
J.W. COLE ADVISORS, INC. History Reduced 9,266 1,106 0.02% 0.02% 267 -167 -1.77% Q3 2026 Nov 05, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,494 1,087 0.04% 0.04% 268 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL PLC History No change 7,269 1,066 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 13, 2026
WNY Asset Management, LLC History No change 7,239 1,062 0.09% 0.09% 270 0 0.0% Q2 2026 Aug 17, 2026
Savant Capital, LLC History No change 7,167 1,051 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
VestGen Investment Management History No change 7,124 1,045 0.55% 0.55% 272 0 0.0% Q2 2026 Jul 31, 2026
Independent Advisor Alliance History No change 6,668 978 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History No change 6,606 969 0.24% 0.24% 274 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 8,083 965 0.01% 0.01% 275 +2,710 50.44% Q3 2026 Oct 27, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 6,500 953 0.09% 0.09% 276 0 0.0% Q2 2026 Jul 31, 2026
Crossmark Global Holdings, Inc. History Reduced 7,946 949 0.01% 0.02% 277 -98 -1.22% Q3 2026 Oct 21, 2026
Kestra Advisory Services, LLC History Reduced 7,924 946 0.0% 0.0% 278 -283 -3.45% Q3 2026 Nov 02, 2026
Hennion & Walsh Asset Management, Inc. History Added to 7,885 942 0.03% 0.03% 279 +1,833 30.29% Q3 2026 Oct 13, 2026
TWO SIGMA SECURITIES, LLC History No change 6,385 936 0.08% 0.08% 280 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 6,265 919 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History Added to 7,644 913 0.01% 0.01% 282 +15 0.2% Q3 2026 Nov 03, 2026
AlphaCore Capital LLC History Added to 7,521 899 0.01% 0.01% 283 +4,664 163.25% Q3 2026 Nov 04, 2026
BOKF, NA History Added to 7,520 898 0.01% 0.02% 284 +24 0.32% Q3 2026 Oct 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Added to 7,503 896 0.05% 0.03% 285 +3,926 109.76% Q3 2026 Nov 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 5,998 880 0.18% 0.18% 286 0 0.0% Q2 2026 Jul 17, 2026
Dockside LLC History No change 5,952 873 0.2% 0.2% 287 0 0.0% Q2 2026 Aug 03, 2026
FSA Advisors, Inc. History No change 5,946 872 0.4% 0.4% 288 0 0.0% Q2 2026 Aug 17, 2026
PRUDENTIAL FINANCIAL INC History No change 5,821 854 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 5,814 853 0.01% 0.01% 290 0 0.0% Q2 2026 Sep 23, 2026
Swiss Life Asset Management Ltd History Added to 6,719 802 0.0% 0.0% 291 +87 1.31% Q3 2026 Nov 03, 2026
Beacon Pointe Advisors, LLC History No change 5,346 784 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 18, 2026
Utah Retirement Systems History No change 5,305 778 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 5,300 777 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 6,494 775 0.01% 0.01% 295 +199 3.16% Q3 2026 Oct 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,277 774 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Hopwood Nicholas Hunter History No change 5,220 765 0.21% 0.21% 297 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 5,150 755 0.03% 0.03% 298 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History Reduced 6,277 749 0.01% 0.01% 299 -34 -0.54% Q3 2026 Nov 03, 2026
Nykredit A/S History No change 5,104 748 0.0% 0.0% 300 0 0.0% Q2 2026 Sep 08, 2026
GAMMA Investing LLC History Reduced 5,946 710 0.02% 0.04% 301 -603 -9.21% Q3 2026 Oct 08, 2026
SS&H Financial Advisors, Inc. History No change 5,900 705 0.18% 0.22% 302 0 0.0% Q3 2026 Oct 28, 2026
SIMON QUICK ADVISORS, LLC History Added to 5,801 693 0.03% 0.03% 303 +199 3.55% Q3 2026 Oct 26, 2026
Azimuth Capital Investment Management LLC History No change 4,718 692 0.02% 0.02% 304 0 0.0% Q2 2026 Aug 12, 2026
Hardy Reed LLC History No change 4,700 689 0.04% 0.04% 305 0 0.0% Q2 2026 Aug 03, 2026
DnB Asset Management AS History No change 4,661 683 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 11, 2026
Meeder Advisory Services, Inc. History No change 4,642 681 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 07, 2026
DAVENPORT & Co LLC History Reduced 5,650 675 0.0% 0.0% 308 -525 -8.5% Q3 2026 Oct 14, 2026
Vestmark Advisory Solutions, Inc. History No change 4,597 674 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 14, 2026
Acorn Wealth Advisors, LLC History Added to 5,597 668 0.16% 0.2% 311 +10 0.18% Q3 2026 Oct 19, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,555 668 0.11% 0.11% 310 0 0.0% Q2 2026 Aug 04, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 5,567 665 0.01% 0.03% 312 -7,038 -55.83% Q3 2026 Oct 13, 2026
GUGGENHEIM CAPITAL LLC History No change 4,521 663 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 12, 2026
M1 Capital Management LLC History No change 4,109 602 0.22% 0.22% 314 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 4,016 589 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,907 573 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Advisors / MI History No change 3,892 571 0.03% 0.03% 317 0 0.0% Q2 2026 Aug 14, 2026
Elm3 Financial Group, LLC History Reduced 4,670 557 0.37% 0.47% 318 -26 -0.55% Q3 2026 Oct 07, 2026
Legacy Capital Group California, Inc. History No change 3,788 555 0.17% 0.17% 319 0 0.0% Q2 2026 Jul 29, 2026
Eurizon Capital SGR S.p.A. History No change 3,742 553 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 4,599 549 0.0% 0.0% 321 +1,288 38.9% Q3 2026 Nov 04, 2026
HB Wealth Management, LLC History Reduced 4,654 549 0.0% 0.0% 322 -722 -13.43% Q3 2026 Oct 23, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 4,586 547 0.03% 0.02% 323 +1,283 38.84% Q3 2026 Oct 27, 2026
GSA CAPITAL PARTNERS LLP History No change 3,727 547 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 06, 2026
GREAT LAKES ADVISORS, LLC History No change 3,708 544 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History Added to 4,538 542 0.02% 0.02% 326 +101 2.28% Q3 2026 Nov 04, 2026
HARBOUR INVESTMENTS, INC. History No change 3,685 540 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 3,654 536 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 10, 2026
PANAGORA ASSET MANAGEMENT INC History No change 3,623 531 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 06, 2026
Legacy Wealth Asset Management, LLC History Reduced 4,439 530 0.12% 0.15% 332 -94 -2.07% Q3 2026 Oct 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,407 530 0.01% 0.01% 330 -31 -0.7% Q3 2026 Oct 23, 2026
Kingsview Wealth Management, LLC History No change 3,613 530 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 18, 2026
Integrated Wealth Concepts LLC History No change 3,602 528 0.0% 0.0% 333 0 0.0% Q2 2026 Sep 08, 2026
Plante Moran Financial Advisors, LLC History Added to 4,310 514 0.02% 0.03% 334 +50 1.17% Q3 2026 Nov 04, 2026
Allworth Financial LP History No change 3,503 514 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 11, 2026
Foguth Wealth Management, LLC. History Added to 4,126 510 0.05% 0.06% 336 +423 11.42% Q3 2026 Oct 19, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 3,407 499 0.2% 0.2% 337 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History Added to 4,093 488 0.01% 0.01% 338 +178 4.55% Q3 2026 Oct 26, 2026
SBI Okasan Asset Management Co.Ltd. History No change 3,300 487 0.02% 0.02% 339 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 3,315 486 0.02% 0.02% 340 0 0.0% Q2 2026 Aug 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,291 482 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History Reduced 3,809 478 0.16% 0.23% 342 -920 -19.45% Q3 2026 Oct 19, 2026
Impact Capital Partners LLC History Reduced 3,999 477 0.13% 0.16% 343 -11 -0.27% Q3 2026 Oct 22, 2026
WHALEROCK POINT PARTNERS, LLC History No change 3,218 472 0.08% 0.08% 344 0 0.0% Q2 2026 Aug 13, 2026
Procyon Advisors, LLC History Reduced 3,924 468 0.02% 0.02% 345 -9 -0.23% Q3 2026 Oct 21, 2026
Signal Advisors Wealth, LLC History Reduced 3,917 467 0.02% 0.03% 346 -385 -8.95% Q3 2026 Oct 13, 2026
Dougherty & Associates, LLC History No change 3,161 463 0.37% 0.37% 347 0 0.0% Q2 2026 Jul 16, 2026
Strategic Financial Group, LLC History Added to 3,820 456 0.44% 0.53% 348 +23 0.61% Q3 2026 Oct 08, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 3,051 447 0.06% 0.06% 349 0 0.0% Q2 2026 Oct 30, 2026
ELCO Management Co., LLC History Added to 3,650 436 0.2% 0.22% 351 +100 2.82% Q3 2026 Oct 14, 2026
MARSHALL WACE, LLP History No change 2,978 436 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 13, 2026
Cynosure Group, LLC History Reduced 3,638 434 0.06% 0.1% 353 -984 -21.29% Q3 2026 Nov 03, 2026
Ballentine Partners, LLC History No change 2,961 434 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 17, 2026
Advance Capital Management, Inc. History No change 2,947 432 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 2,922 428 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 2,915 427 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 3,549 424 0.0% 0.0% 357 +731 25.94% Q3 2026 Oct 13, 2026
Concurrent Investment Advisors, LLC History Added to 3,528 421 0.0% 0.0% 358 +526 17.52% Q3 2026 Oct 16, 2026
Farther Finance Advisors, LLC History Reduced 3,412 407 0.0% 0.0% 360 -346 -9.21% Q3 2026 Oct 08, 2026
CX Institutional History Added to 3,403 407 0.01% 0.01% 359 +15 0.44% Q3 2026 Oct 02, 2026
NAVELLIER & ASSOCIATES INC History No change 2,771 406 0.03% 0.03% 361 0 0.0% Q2 2026 Aug 04, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 2,742 404 0.28% 0.28% 362 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 2,751 403 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History Added to 3,362 401 0.01% 0.01% 365 +52 1.57% Q3 2026 Oct 22, 2026
Holocene Advisors, LP History No change 2,737 401 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 14, 2026
Blue Water Asset Management History Reduced 3,339 398 0.13% 0.16% 366 -20 -0.6% Q3 2026 Nov 04, 2026
Qsemble Capital Management, LP History No change 2,707 397 0.05% 0.05% 367 0 0.0% Q2 2026 Aug 03, 2026
KBC Group NV History No change 3,282 392 0.0% 0.0% 368 0 0.0% Q3 2026 Oct 22, 2026
Hudson Value Partners, LLC History No change 2,651 389 0.1% 0.1% 369 0 0.0% Q2 2026 Jul 10, 2026
Icon Wealth Advisors, LLC History No change 2,656 389 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 2,635 386 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
Advisory Alpha, LLC History No change 2,625 385 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 11, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 2,620 384 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History Reduced 3,176 379 0.01% 0.01% 374 -322 -9.21% Q3 2026 Oct 28, 2026
CIBC Asset Management Inc History No change 3,170 378 0.0% 0.0% 375 0 0.0% Q3 2026 Nov 05, 2026
North Dakota State Investment Board History Added to 3,115 372 0.01% 0.02% 376 +97 3.21% Q3 2026 Oct 27, 2026
Rehmann Capital Advisory Group History No change 2,531 371 0.02% 0.02% 377 0 0.0% Q2 2026 Aug 20, 2026
Stonebrook Private Inc. History No change 2,524 370 0.07% 0.07% 378 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Capital Advisors LLC History No change 2,475 365 0.23% 0.23% 379 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History Reduced 3,055 364 0.07% 0.08% 380 -17 -0.55% Q3 2026 Oct 28, 2026
Mutual Advisors, LLC History No change 2,462 361 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 2,457 360 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 2,430 356 0.0% 0.0% 383 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History Added to 2,947 352 0.0% 0.0% 386 +266 9.92% Q3 2026 Oct 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 2,954 352 0.0% 0.0% 384 +203 7.38% Q3 2026 Oct 23, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,401 352 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 2,392 351 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History Reduced 2,934 350 0.01% 0.01% 388 -125 -4.09% Q3 2026 Oct 22, 2026
Lakeshore Financial Planning, Inc. History Added to 2,936 350 0.11% 0.14% 389 +3 0.1% Q3 2026 Oct 13, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 2,346 344 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 12, 2026
Parcion Private Wealth LLC History Reduced 2,858 341 0.02% 0.02% 391 -32 -1.11% Q3 2026 Oct 28, 2026
CenterBook Partners LP History New 2,851 340 0.02% — 393 +2,851 New Q3 2026 Nov 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,319 340 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
MORTON COMMUNITY BANK History No change 2,300 337 0.07% 0.07% 394 0 0.0% Q2 2026 Aug 14, 2026
NORDEN GROUP LLC History Reduced 2,804 334 0.03% 0.04% 395 -372 -11.71% Q3 2026 Oct 20, 2026
Prospera Financial Services Inc History Reduced 2,681 333 0.0% 0.01% 396 -73 -2.65% Q3 2026 Nov 04, 2026
Pinnacle Wealth Management Group, Inc. History No change 2,753 328 0.15% 0.19% 397 0 0.0% Q3 2026 Oct 15, 2026
SIGNATUREFD, LLC History Added to 2,719 324 0.0% 0.01% 398 +149 5.8% Q3 2026 Oct 23, 2026
INGALLS & SNYDER LLC History No change 2,197 322 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Reduced 2,568 317 0.01% 0.01% 400 -30 -1.15% Q3 2026 Oct 09, 2026
PINNACLE ASSOCIATES LTD History Added to 2,651 316 0.0% 0.0% 401 +58 2.24% Q3 2026 Oct 20, 2026
Horizon Investments, LLC History No change 2,160 316 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
OneAscent Investment Solutions LLC History No change 2,159 316 0.3% 0.3% 403 0 0.0% Q2 2026 Aug 11, 2026
AlphaGrep UK Ltd History No change 2,158 316 0.09% 0.09% 404 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 2,636 314 0.01% 0.01% 405 -1,162 -30.6% Q3 2026 Oct 21, 2026
Apella Capital, LLC History Added to 2,545 312 0.0% 0.01% 406 +17 0.67% Q3 2026 Oct 08, 2026
MONEY CONCEPTS CAPITAL CORP History No change 2,046 300 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 04, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,047 300 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 12, 2026
XML Financial, LLC History No change 2,503 299 0.02% 0.03% 409 0 0.0% Q3 2026 Oct 29, 2026
Center for Financial Planning, Inc. History Added to 2,497 298 0.03% 0.03% 412 +106 4.43% Q3 2026 Oct 26, 2026
Princeton Global Asset Management LLC History Added to 2,497 298 0.04% 0.05% 411 +4 0.16% Q3 2026 Oct 21, 2026
Wealthfront Advisers LLC History No change 2,034 298 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 07, 2026
Secure Asset Management, LLC History Reduced 2,488 297 0.04% 0.05% 413 -118 -4.53% Q3 2026 Oct 19, 2026
McMillan Office, Inc. History No change 2,009 294 0.03% 0.03% 414 0 0.0% Q2 2026 Aug 13, 2026
Amplify Investments, LLC History No change 2,000 293 4.05% 4.05% 415 0 0.0% Q2 2026 Aug 10, 2026
Sound View Wealth Advisors Group, LLC History No change 1,991 292 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History Reduced 2,437 291 0.0% 0.01% 417 -293 -10.73% Q3 2026 Oct 22, 2026
Aristotle Capital Management, LLC History No change 1,982 290 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 1,945 287 0.01% 0.01% 419 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,932 285 0.01% 0.01% 420 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 2,366 284 0.0% 0.01% 421 -250 -9.56% Q3 2026 Nov 04, 2026
GREENLEAF TRUST History Reduced 2,360 281 0.0% 0.0% 422 -153 -6.09% Q3 2026 Oct 29, 2026
Advisors Capital Management, LLC History No change 1,910 280 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 11, 2026
William Mack & Associates, Inc. History No change 2,327 278 0.09% 0.12% 424 0 0.0% Q3 2026 Oct 27, 2026
Fisher Asset Management, LLC History No change 1,881 276 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 04, 2026
Gradient Investments LLC History Added to 2,292 273 0.0% 0.0% 426 +593 34.9% Q3 2026 Oct 08, 2026
Hummer Financial Advisory Services Inc History No change 2,205 265 0.17% 0.21% 427 0 0.0% Q3 2026 Oct 08, 2026
PDS Planning, Inc History Added to 2,213 264 0.01% 0.02% 428 +171 8.37% Q3 2026 Nov 03, 2026
Finward Bancorp History No change 2,185 261 0.19% 0.24% 429 0 0.0% Q3 2026 Oct 14, 2026
Gladstone Institutional Advisory LLC History No change 1,785 261 0.01% 0.01% 430 0 0.0% Q2 2026 Jul 27, 2026
Capital Asset Advisory Services LLC History Added to 2,111 260 0.01% 0.01% 431 +100 4.97% Q3 2026 Oct 30, 2026
PROFUND ADVISORS LLC History Reduced 2,130 254 0.01% 0.01% 432 -70 -3.18% Q3 2026 Oct 28, 2026
Composition Wealth, LLC History No change 1,729 253 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 22, 2026
Checchi Capital Advisers, LLC History No change 1,728 253 0.01% 0.01% 434 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 1,730 253 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History Added to 2,101 251 0.0% 0.0% 436 +682 48.06% Q3 2026 Nov 02, 2026
Values First Advisors, Inc. History Reduced 2,105 251 0.12% 0.15% 437 -86 -3.93% Q3 2026 Oct 23, 2026
iSAM Funds (UK) Ltd History No change 1,700 249 0.18% 0.18% 438 0 0.0% Q2 2026 Aug 12, 2026
Glenview Trust Co History New 2,072 247 0.0% — 441 +2,072 New Q3 2026 Oct 28, 2026
Diversified Trust Co History No change 1,689 247 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 17, 2026
Wealthspire Advisors, LLC History No change 1,683 247 0.0% 0.0% 440 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,675 245 0.01% 0.01% 442 0 0.0% Q2 2026 Jul 17, 2026
Antonelli Financial Advisors, LLC History No change 2,051 245 0.18% 0.21% 443 0 0.0% Q3 2026 Oct 13, 2026
Palisade Asset Management, LLC History Added to 2,050 244 0.02% 0.02% 444 +550 36.67% Q3 2026 Nov 03, 2026
BALANCED WEALTH GROUP LLC History No change 1,659 243 0.08% 0.08% 445 0 0.0% Q2 2026 Aug 10, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History No change 1,647 241 0.05% 0.05% 446 0 0.0% Q2 2026 Aug 06, 2026
Copeland Capital Management, LLC History Reduced 2,010 240 0.01% 0.67% 447 -219,476 -99.09% Q3 2026 Oct 13, 2026
D.A. DAVIDSON & CO. History Added to 1,998 238 0.0% 0.0% 448 +9 0.45% Q3 2026 Oct 27, 2026
Venture Visionary Partners LLC History Reduced 1,988 237 0.01% 0.01% 450 -31 -1.54% Q3 2026 Oct 07, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 1,619 237 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History New 1,975 236 0.03% — 452 +1,975 New Q3 2026 Nov 03, 2026
Frec Markets, Inc. History No change 1,614 236 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 1,608 235 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 1,600 234 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Added to 1,948 232 0.0% 0.0% 455 +312 19.07% Q3 2026 Nov 03, 2026
Curated Wealth Partners LLC History Added to 1,950 232 0.02% 0.03% 456 +242 14.17% Q3 2026 Oct 15, 2026
Quantum Financial Advisors, LLC History No change 1,924 229 0.02% 0.03% 457 0 0.0% Q3 2026 Nov 03, 2026
Arbor Wealth Advisors LLC History No change 1,904 227 0.14% 0.17% 458 0 0.0% Q3 2026 Oct 09, 2026
Sovereign Financial Group, Inc. History No change 1,541 226 0.03% 0.03% 459 0 0.0% Q2 2026 Jul 24, 2026
CHOREO, LLC History Reduced 1,867 223 0.0% 0.0% 460 -177 -8.66% Q3 2026 Oct 28, 2026
Almanack Investment Partners, LLC. History No change 1,870 223 0.03% 0.03% 461 0 0.0% Q3 2026 Nov 03, 2026
SJS Investment Consulting Inc. History Reduced 1,855 221 0.02% 0.03% 462 -181 -8.89% Q3 2026 Oct 26, 2026
McKinley Carter Wealth Services, Inc. History No change 1,848 220 0.01% 0.01% 463 0 0.0% Q3 2026 Oct 16, 2026
Greenland Capital Management LP History No change 1,500 220 0.03% 0.03% 464 0 0.0% Q2 2026 Aug 12, 2026
NorthCoast Asset Management LLC History No change 1,474 216 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 12, 2026
GEM Asset Management, LLC History No change 1,810 216 0.09% 0.1% 466 0 0.0% Q3 2026 Oct 13, 2026
StoneX Group Inc. History New 1,594 212 0.01% — 469 +1,594 New Q3 2026 Nov 03, 2026
Smartleaf Asset Management LLC History No change 1,437 212 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 12, 2026
Discipline Wealth Solutions, LLC History No change 1,782 212 0.02% 0.02% 468 0 0.0% Q3 2026 Oct 14, 2026
PRINCIPAL SECURITIES, INC. History No change 1,439 211 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 04, 2026
Savvy Advisors, Inc. History No change 1,439 211 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History Added to 1,753 209 0.0% 0.0% 472 +1,032 143.13% Q3 2026 Oct 21, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 1,748 208 0.05% 0.06% 473 -24 -1.35% Q3 2026 Oct 20, 2026
Daiwa Securities Group Inc. History Added to 1,727 206 0.0% 0.0% 474 +91 5.56% Q3 2026 Oct 29, 2026
Inscription Capital, LLC History Added to 1,729 206 0.02% 0.02% 476 +2 0.12% Q3 2026 Nov 02, 2026
Summit Financial, LLC History No change 1,398 206 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 1,400 205 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 1,385 203 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 10, 2026
Candriam S.C.A. History No change 1,689 202 0.0% 0.0% 479 0 0.0% Q3 2026 Nov 03, 2026
PCM Encore, LLC History No change 1,383 202 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History Added to 1,676 200 0.02% 0.02% 481 +7 0.42% Q3 2026 Nov 04, 2026
Virtus Investment Advisers, LLC History No change 1,346 197 0.05% 0.05% 482 0 0.0% Q2 2026 Aug 11, 2026
Midwest Capital Advisors, LLC History No change 1,576 188 0.07% 0.09% 483 0 0.0% Q3 2026 Nov 04, 2026
UMB Bank, n.a. History No change 1,213 177 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History Reduced 1,461 174 0.0% 0.0% 485 -320 -17.97% Q3 2026 Oct 16, 2026
SBI Securities Co., Ltd. History Reduced 1,454 173 0.0% 0.0% 486 -14 -0.95% Q3 2026 Oct 21, 2026
STRS OHIO History Reduced 1,431 170 0.0% 0.0% 487 -754 -34.51% Q3 2026 Oct 30, 2026
CENTRAL TRUST Co History No change 1,374 164 0.0% 0.0% 488 0 0.0% Q3 2026 Nov 05, 2026
BFC Planning, Inc. History No change 1,120 164 0.01% 0.01% 489 0 0.0% Q2 2026 Oct 29, 2026
Global Retirement Partners, LLC History No change 1,107 162 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History Reduced 1,277 152 0.0% 0.0% 491 -7 -0.55% Q3 2026 Nov 05, 2026
Quent Capital, LLC History No change 1,006 147 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 1,000 146 0.06% 0.06% 493 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 992 145 0.0% 0.0% 494 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 972 142 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 969 142 0.01% 0.01% 496 0 0.0% Q2 2026 Jul 20, 2026
Harvest Fund Management Co., Ltd History No change 952 140 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 19, 2026
Caitong International Asset Management Co., Ltd History New 1,166 139 0.01% — 498 +1,166 New Q3 2026 Oct 29, 2026
VIMA LLC History No change 1,141 136 0.14% 0.16% 499 0 0.0% Q3 2026 Oct 23, 2026
North Star Investment Management Corp. History Added to 1,106 132 0.01% 0.01% 500 +1 0.09% Q3 2026 Oct 27, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 1,081 129 0.01% 0.01% 501 -14 -1.28% Q3 2026 Oct 07, 2026
Rialto Wealth Management, LLC History No change 878 128 0.03% 0.03% 502 0 0.0% Q2 2026 Aug 11, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 764 112 0.01% 0.01% 503 0 0.0% Q2 2026 Aug 10, 2026
WEBSTER BANK, N. A. History No change 725 106 0.01% 0.01% 504 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 704 103 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History No change 699 102 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 06, 2026
Versant Capital Management, Inc History Added to 772 92 0.01% 0.01% 507 +71 10.13% Q3 2026 Oct 01, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 572 83 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 13, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 687 82 0.02% 0.03% 509 +4 0.59% Q3 2026 Oct 01, 2026
GHP Investment Advisors, Inc. History No change 679 81 0.0% 0.0% 510 0 0.0% Q3 2026 Oct 15, 2026
GeoWealth Management, LLC History No change 552 81 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 30, 2026
Basecamp Wealth Advisors LLC History No change 551 80 0.01% 0.01% 512 0 0.0% Q2 2026 Aug 14, 2026
Crews Bank & Trust History No change 533 78 0.01% 0.01% 513 0 0.0% Q2 2026 Jul 16, 2026
Financial Perspectives, Inc History Added to 645 77 0.02% 0.02% 514 +2 0.31% Q3 2026 Nov 03, 2026
Keating Financial Advisory Services, Inc. History No change 478 70 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 457 68 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History Added to 561 67 0.0% 0.0% 517 +41 7.88% Q3 2026 Oct 14, 2026
Ascentis Independent Advisors History Added to 562 67 0.0% 0.22% 518 +3 0.54% Q3 2026 Nov 03, 2026
Aster Capital Management (DIFC) Ltd History No change 450 66 0.01% 0.01% 519 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History Reduced 547 65 0.01% 0.01% 520 -41 -6.97% Q3 2026 Oct 20, 2026
Steward Partners Investment Advisory, LLC History No change 419 61 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 13, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 500 59 0.01% 0.02% 522 0 0.0% Q3 2026 Nov 02, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 401 58 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 13, 2026
Hilltop National Bank History Added to 458 54 0.01% 0.01% 525 +117 34.31% Q3 2026 Oct 14, 2026
Pacific Center for Financial Services History No change 459 54 0.01% 0.01% 524 0 0.0% Q3 2026 Oct 15, 2026
First Command Advisory Services, Inc. History No change 439 52 0.0% 0.0% 526 0 0.0% Q3 2026 Nov 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 435 51 0.0% 0.0% 527 -23 -5.02% Q3 2026 Oct 05, 2026
RHL GROUP, LLC History Added to 423 50 0.03% 0.05% 528 +2 0.48% Q3 2026 Nov 03, 2026
Gen-Wealth Partners Inc History No change 417 49 0.01% 0.02% 529 0 0.0% Q3 2026 Nov 04, 2026
Concord Wealth Partners History No change 410 48 0.01% 0.01% 530 0 0.0% Q3 2026 Oct 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 377 45 0.01% 0.01% 531 0 0.0% Q3 2026 Oct 14, 2026
TIAA Wealth Investment Management LLC History No change 306 45 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History New 373 44 0.0% — 535 +373 New Q3 2026 Oct 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 369 44 0.0% 0.0% 533 -86 -18.9% Q3 2026 Oct 28, 2026
LRI Investments, LLC History No change 305 44 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 14, 2026
Spire Wealth Management History No change 349 41 0.0% 0.0% 536 0 0.0% Q3 2026 Oct 30, 2026
SOA Wealth Advisors, LLC. History No change 278 40 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 21, 2026
Ulland Investment Advisors, LLC History New 326 39 0.03% — 538 +326 New Q3 2026 Oct 13, 2026
FIRST HORIZON CORP History No change 312 37 0.0% 0.0% 539 0 0.0% Q3 2026 Oct 26, 2026
Westside Investment Management, Inc. History No change 308 37 0.0% 0.01% 540 0 0.0% Q3 2026 Nov 02, 2026
Crewe Advisors LLC History No change 254 37 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, Inc. History No change 250 36 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 247 36 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 06, 2026
Tidemark, LLC History No change 250 36 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 10, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 250 36 0.03% 0.03% 545 0 0.0% Q2 2026 Aug 11, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 301 35 0.01% 0.01% 546 -49 -14.0% Q3 2026 Oct 19, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 240 35 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History No change 301 35 0.0% 0.0% 548 0 0.0% Q3 2026 Oct 27, 2026
Premier Financial Group History No change 226 33 0.01% 0.01% 549 0 0.0% Q2 2026 Sep 18, 2026
Parkside Financial Bank & Trust History Added to 268 32 0.0% 0.0% 550 +33 14.04% Q3 2026 Oct 27, 2026
HHM Wealth Advisors, LLC History No change 220 32 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 13, 2026
Owl Creek Wealth Partners LLC History No change 275 32 0.01% 0.01% 552 0 0.0% Q3 2026 Oct 20, 2026
Bell Investment Advisors, Inc History No change 265 31 0.0% 0.01% 553 0 0.0% Q3 2026 Oct 28, 2026
Silvant Capital Management LLC History No change 210 30 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 11, 2026
Leo H. Evart, Inc. History No change 205 30 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 17, 2026
GODSEY & GIBB, INC History No change 250 29 0.0% 0.0% 556 0 0.0% Q3 2026 Oct 14, 2026
Oakworth Capital, Inc. History No change 249 29 0.0% 0.0% 557 0 0.0% Q3 2026 Oct 26, 2026
V-Square Quantitative Management LLC History No change 238 28 0.0% 0.0% 558 0 0.0% Q3 2026 Oct 15, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 226 27 0.0% 0.0% 559 -124 -35.43% Q3 2026 Oct 16, 2026
SITTNER & NELSON, LLC History No change 181 26 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History Added to 212 25 0.02% 0.01% 562 +139 190.41% Q3 2026 Oct 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 215 25 0.0% 0.0% 561 0 0.0% Q3 2026 Nov 04, 2026
Centennial Bank/AR/ History No change 175 25 0.01% 0.01% 563 0 0.0% Q2 2026 Aug 10, 2026
Elyxium Wealth, LLC History New 208 24 0.0% — 564 +208 New Q3 2026 Oct 27, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History New 200 23 0.01% — 569 +200 New Q3 2026 Oct 26, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 197 23 0.01% 0.01% 568 +1 0.51% Q3 2026 Nov 04, 2026
MCDONALD PARTNERS LLC History No change 194 23 0.01% 0.01% 565 0 0.0% Q3 2026 Nov 03, 2026
Pinnacle Bancorp, Inc. History No change 193 23 0.01% 0.01% 566 0 0.0% Q3 2026 Oct 21, 2026
Dakota Community Bank & Trust NA History No change 200 23 0.07% 0.09% 567 0 0.0% Q3 2026 Oct 09, 2026
HM PAYSON & CO History No change 150 22 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 17, 2026
Heritage Wealth Advisors History No change 150 22 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 174 20 0.0% 0.0% 572 0 0.0% Q3 2026 Oct 08, 2026
CVA Family Office, LLC History No change 131 19 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 125 18 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 149 17 0.0% 0.0% 575 0 0.0% Q3 2026 Oct 29, 2026
Fortitude Family Office, LLC History Reduced 137 16 0.0% 0.0% 577 -5 -3.52% Q3 2026 Oct 14, 2026
Atlantic Union Bankshares Corp History No change 110 16 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History Reduced 124 15 0.0% 0.0% 580 -3 -2.36% Q3 2026 Oct 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 129 15 0.0% 0.0% 578 0 0.0% Q3 2026 Nov 04, 2026
Clearstead Trust, LLC History No change 108 15 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 06, 2026
Bare Financial Services, Inc History Added to 118 14 0.0% 0.0% 582 +64 118.52% Q3 2026 Nov 04, 2026
MEEDER ASSET MANAGEMENT INC History No change 100 14 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History No change 122 14 0.01% 0.01% 583 0 0.0% Q3 2026 Oct 07, 2026
Caldwell Trust Co History No change 125 14 0.0% 0.0% 584 0 0.0% Q3 2026 Oct 30, 2026
CDKV HOLDINGS LLC History No change 119 14 0.01% 0.01% 585 0 0.0% Q3 2026 Oct 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 112 13 0.0% — 588 +112 New Q3 2026 Oct 13, 2026
Smithfield Trust Co History No change 87 13 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 05, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 95 13 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 27, 2026
Planning Strategies Inc. History Reduced 108 12 0.01% 0.02% 590 -108 -50.0% Q3 2026 Oct 02, 2026
James T. Borello RIA History Reduced 105 12 0.0% 0.0% 591 -1 -0.94% Q3 2026 Oct 16, 2026
Mascoma Wealth Management LLC History No change 107 12 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 23, 2026
Centerpoint Advisors, LLC History Reduced 90 11 0.0% 0.01% 596 -177 -66.29% Q3 2026 Nov 05, 2026
S&T BANK/PA History No change 80 11 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 99 11 0.0% 0.0% 593 0 0.0% Q3 2026 Nov 03, 2026
Grove Bank & Trust History No change 93 11 0.0% 0.0% 594 0 0.0% Q3 2026 Oct 08, 2026
Strategic Wealth Partners, Ltd. History No change 80 11 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 98 11 0.0% 0.0% 597 0 0.0% Q3 2026 Nov 02, 2026
Buck Wealth Strategies, LLC History No change 92 11 0.0% 0.0% 598 0 0.0% Q3 2026 Oct 28, 2026
WPG Advisers, LLC History Added to 90 10 0.01% 0.01% 601 +6 7.14% Q3 2026 Oct 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 88 10 0.0% 0.0% 599 0 0.0% Q3 2026 Oct 22, 2026
N.E.W. Advisory Services LLC History No change 72 10 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 06, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 82 9 0.0% 0.0% 602 0 0.0% Q3 2026 Oct 15, 2026
Walsh & Associates, LLC History No change 66 9 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 21, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 67 8 0.0% 0.0% 604 -67 -50.0% Q3 2026 Oct 13, 2026
Silver Grove Financial Group, Inc. History Reduced 74 8 0.0% 0.01% 609 -1 -1.33% Q3 2026 Nov 05, 2026
Capital Analysts, LLC History No change 54 8 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 05, 2026
Cedar Mountain Advisors, LLC History No change 75 8 0.0% 0.0% 606 0 0.0% Q3 2026 Oct 15, 2026
Smallwood Wealth Investment Management, LLC History No change 71 8 0.0% 0.0% 607 0 0.0% Q3 2026 Oct 30, 2026
BankPlus Trust Department History No change 60 8 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 61 7 0.0% 0.0% 610 -35 -36.46% Q3 2026 Nov 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 52 7 0.0% 0.0% 611 0 0.0% Q2 2026 Jul 27, 2026
1 NORTH WEALTH SERVICES LLC History No change 50 7 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 03, 2026
Beaird Harris Wealth Management, LLC History No change 50 7 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 08, 2026
Breakwater Investment Management History No change 64 7 0.0% 0.0% 614 0 0.0% Q3 2026 Oct 20, 2026
Clark Wealth Partners History No change 64 7 0.0% 0.01% 615 0 0.0% Q3 2026 Oct 16, 2026
Jacobi Capital Management LLC History New 52 6 0.0% — 619 +52 New Q3 2026 Nov 05, 2026
ENTRUST FINANCIAL LLC History New 52 6 0.0% — 620 +52 New Q3 2026 Nov 03, 2026
Arlington Trust Co LLC History Added to 56 6 0.0% 0.0% 617 +37 194.74% Q3 2026 Oct 20, 2026
Kemnay Advisory Services Inc. History No change 43 6 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 14, 2026
Asset Planning,Inc History No change 55 6 0.0% 0.01% 618 0 0.0% Q3 2026 Oct 26, 2026
Asset Dedication, LLC History Reduced 50 5 0.0% 0.0% 627 -33 -39.76% Q3 2026 Nov 02, 2026
Manchester Capital Management LLC History Added to 47 5 0.0% 0.0% 626 +2 4.44% Q3 2026 Oct 22, 2026
HORIZON BANCORP INC /IN/ History No change 33 5 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 04, 2026
ALBION FINANCIAL GROUP /UT History No change 45 5 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 21, 2026
EASTERN BANK History No change 50 5 0.0% 0.0% 623 0 0.0% Q3 2026 Oct 05, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 44 5 0.0% 0.0% 624 0 0.0% Q3 2026 Oct 19, 2026
Coastline Trust Co History No change 50 5 0.0% 0.0% 625 0 0.0% Q3 2026 Oct 01, 2026
Transamerica Financial Advisors, LLC History No change 35 5 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 14, 2026
Clean Yield Group History No change 42 5 0.0% 0.0% 629 0 0.0% Q3 2026 Oct 28, 2026
IFS Advisors, LLC History No change 48 5 0.0% 0.0% 630 0 0.0% Q3 2026 Oct 14, 2026
Luminist Capital LLC History No change 37 5 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 47 5 0.0% 0.0% 632 0 0.0% Q3 2026 Nov 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 50 5 0.0% 0.0% 633 0 0.0% Q3 2026 Oct 09, 2026
CGC Financial Services, LLC History No change 50 5 0.0% 0.0% 634 0 0.0% Q3 2026 Oct 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 45 5 0.0% 0.0% 635 0 0.0% Q3 2026 Oct 20, 2026
Private Wealth Management Group, LLC History No change 49 5 0.0% 0.0% 636 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Financial Management LLC History No change 35 5 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 28, 2026
UMB Private Wealth Management, LLC History New 40 4 0.0% — 647 +40 New Q3 2026 Oct 19, 2026
GK Wealth Management LLC History New 35 4 0.0% — 646 +35 New Q3 2026 Oct 09, 2026
Cromwell Holdings LLC History Added to 36 4 0.0% 0.0% 642 +21 140.0% Q3 2026 Oct 28, 2026
Creative Capital Management Investments LLC History Added to 39 4 0.0% 0.0% 644 +13 50.0% Q3 2026 Oct 27, 2026
TRUST CO OF VERMONT History Added to 40 4 0.0% 0.0% 640 +7 21.21% Q3 2026 Oct 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 30 4 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 39 4 0.0% 0.0% 639 0 0.0% Q3 2026 Oct 23, 2026
Physician Wealth Advisors, Inc. History No change 40 4 0.0% 0.0% 641 0 0.0% Q3 2026 Oct 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 34 4 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 14, 2026
Sachetta, LLC History No change 33 4 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 15, 2026
TSFG, LLC History Reduced 27 3 0.0% 0.0% 651 -90 -76.92% Q3 2026 Oct 23, 2026
JNBA Financial Advisors History New 32 3 0.0% — 653 +32 New Q3 2026 Nov 03, 2026
Avion Wealth History Reduced 32 3 0.0% 0.0% 650 -7 -17.95% Q3 2026 Nov 03, 2026
HAZLETT, BURT & WATSON, INC. History No change 22 3 0.0% 0.0% 648 0 0.0% Q3 2026 Nov 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 27 3 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 25 3 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 13, 2026
Canton Hathaway, LLC History New 17 2 0.0% — 668 +17 New Q3 2026 Oct 23, 2026
Rakuten Securities, Inc. History Added to 20 2 0.0% 0.0% 665 +3 17.65% Q3 2026 Nov 02, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 22 2 0.0% 0.0% 657 -2 -8.33% Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 22 2 0.0% 0.0% 658 +1 4.76% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History No change 15 2 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 27, 2026
Anchor Investment Management, LLC History No change 17 2 0.0% 0.0% 655 0 0.0% Q2 2026 Sep 15, 2026
BFSG, LLC History No change 25 2 0.0% 0.0% 656 0 0.0% Q3 2026 Oct 30, 2026
SHP Wealth Management History No change 14 2 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 11, 2026
JDM Financial Group LLC History No change 18 2 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 17, 2026
True Wealth Design, LLC History No change 24 2 0.0% 0.0% 661 0 0.0% Q3 2026 Oct 13, 2026
Alpine Bank Wealth Management History No change 22 2 0.0% 0.0% 662 0 0.0% Q3 2026 Oct 16, 2026
Vanguard National Trust Co History No change 14 2 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 13, 2026
Rachor Investment Advisory Services, LLC History No change 22 2 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 29, 2026
HFM Investment Advisors, LLC History No change 14 2 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 04, 2026
BAYBAN History No change 15 2 0.0% 0.0% 667 0 0.0% Q3 2026 Nov 05, 2026
Meriwether Wealth & Planning, LLC History New 15 1 0.0% — 683 +15 New Q3 2026 Oct 13, 2026
Ascentis Wealth Management, LLC History New 13 1 0.0% — 682 +13 New Q3 2026 Nov 03, 2026
Financial Network Wealth Advisors LLC History New 12 1 0.0% — 681 +12 New Q3 2026 Oct 27, 2026
Provenance Wealth Advisors, LLC History New 9 1 0.0% — 684 +9 New Q3 2026 Oct 30, 2026
Rossby Financial, LCC History Added to 10 1 0.0% 0.0% 678 +1 11.11% Q3 2026 Nov 05, 2026
Marquette Asset Management, LLC History No change 14 1 0.0% 0.0% 669 0 0.0% Q3 2026 Oct 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 10 1 0.0% 0.0% 670 0 0.0% Q3 2026 Oct 13, 2026
Financial Management Professionals, Inc. History No change 12 1 0.0% 0.0% 671 0 0.0% Q3 2026 Oct 23, 2026
Prestige Wealth Management Group LLC History No change 9 1 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 14, 2026
Strengthening Families & Communities, LLC History No change 15 1 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 21, 2026
Quarry LP History No change 8 1 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 16 1 0.0% 0.0% 675 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 12 1 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 31, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 10 1 0.0% 0.0% 677 0 0.0% Q3 2026 Oct 19, 2026
AMERIFLEX GROUP, INC. History No change 9 1 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 13, 2026
Torren Management, LLC History No change 11 1 0.0% 0.0% 680 0 0.0% Q3 2026 Oct 29, 2026
COOKSON PEIRCE & CO INC History Closed out 0 0 — 0.09% — -18,108 -100.0% Q3 2026 Oct 30, 2026
Atria Investments, Inc History Closed out 0 0 — 0.02% — -11,398 -100.0% Q3 2026 Oct 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -9,686 -100.0% Q3 2026 Nov 05, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.04% — -9,092 -100.0% Q3 2026 Oct 27, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 — 0.07% — -6,991 -100.0% Q3 2026 Oct 22, 2026
Burns Matteson Capital Management, LLC History Closed out 0 0 — 0.19% — -4,187 -100.0% Q3 2026 Oct 16, 2026
Vise Technologies, Inc. History Closed out 0 0 — 0.0% — -2,923 -100.0% Q3 2026 Oct 28, 2026
Lido Advisors, LLC History Closed out 0 0 — 0.0% — -2,725 -100.0% Q3 2026 Nov 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -2,314 -100.0% Q3 2026 Nov 02, 2026
Compound Planning, Inc. History Closed out 0 0 — 0.01% — -1,939 -100.0% Q3 2026 Nov 05, 2026
STRATEGY ASSET MANAGERS LLC History Closed out 0 0 — 0.04% — -1,794 -100.0% Q3 2026 Oct 14, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.06% — -1,750 -100.0% Q3 2026 Nov 03, 2026
Mesirow Financial Investment Management, Inc. History Closed out 0 0 — 0.0% — -1,699 -100.0% Q3 2026 Nov 05, 2026
Columbia Asset Management History Closed out 0 0 — 0.04% — -1,633 -100.0% Q3 2026 Oct 19, 2026
C2C Wealth Management, LLC History Closed out 0 0 — 0.19% — -1,632 -100.0% Q3 2026 Oct 20, 2026
Perigon Wealth Management, LLC History Closed out 0 0 — 0.0% — -1,607 -100.0% Q3 2026 Oct 22, 2026
Chicago Capital, LLC History Closed out 0 0 — 0.01% — -1,561 -100.0% Q3 2026 Oct 13, 2026
BRIGHTON SECURITIES CORP. History Closed out 0 0 — 0.1% — -1,531 -100.0% Q3 2026 Oct 08, 2026
Forvis Mazars Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -1,513 -100.0% Q3 2026 Oct 13, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.01% — -1,509 -100.0% Q3 2026 Oct 21, 2026
Williams Jones Wealth Management, LLC. History Closed out 0 0 — 0.0% — -1,500 -100.0% Q3 2026 Nov 05, 2026
Triton Wealth Management, PLLC History Closed out 0 0 — 0.06% — -1,378 -100.0% Q3 2026 Nov 04, 2026
MCF Advisors LLC History Closed out 0 0 — 0.01% — -1,005 -100.0% Q3 2026 Oct 28, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.01% — -844 -100.0% Q3 2026 Nov 05, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -309 -100.0% Q3 2026 Oct 15, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.01% — -300 -100.0% Q3 2026 Oct 26, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -158 -100.0% Q3 2026 Oct 23, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2026 Nov 02, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2026 Oct 16, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2026 Oct 15, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q3 2026 Oct 20, 2026
Fulcrum Asset Management LLP History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Nov 04, 2026
Navigoe, LLC History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Nov 03, 2026
Quaker Wealth Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 22, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
MASECO LLP History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Activest Wealth Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 8 0 — 0.0% — 0 0.0% Q3 2026 Oct 16, 2026
SouthState Bank Corp History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MOTCO History No change 3 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
TFC Financial Management, Inc. History No change 5 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
DecisionPoint Financial, LLC History No change 8 0 — 0.0% — 0 0.0% Q3 2026 Oct 27, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 6 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Valued Wealth Advisors LLC History No change 4 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
Mosley Wealth Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History No change 3 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Principia Wealth Advisory, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Burk Holdings LLC History No change 3 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Signature Equity Partners, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Sunrise Financial Services, LLC History No change 7 0 — 0.0% — 0 0.0% Q3 2026 Oct 21, 2026