ENNIS, INC. - EBF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 2,755,962 58,564 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,909,582 42,984 0.01% 0.01% 2 +18,792 0.99% Q3 2026 Nov 04, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,355,395 30,564 0.05% 0.05% 3 -133,008 -8.94% Q3 2026 Nov 04, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 1,231,546 26,170 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,089,124 23,143 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,047,633 22,262 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 999,400 21,237 0.17% 0.17% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 890,339 18,922 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 755,876 17,014 0.01% 0.01% 9 +157,460 26.31% Q3 2026 Nov 02, 2026
AMERICAN CENTURY COMPANIES INC History No change 767,502 16,309 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 752,687 15,994 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 633,811 13,468 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 614,362 13,055 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History No change 591,922 12,578 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 571,035 12,134 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 530,256 11,268 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 06, 2026
Bank of New York Mellon Corp History No change 345,226 7,336 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 263,666 5,602 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 255,241 5,423 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 227,448 4,833 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 193,288 4,350 0.02% 0.02% 21 +7,131 3.83% Q3 2026 Nov 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 181,644 3,859 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 177,408 3,769 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 169,403 3,599 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 167,756 3,564 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 159,379 3,386 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 06, 2026
Robeco Institutional Asset Management B.V. History Reduced 147,419 3,318 0.0% 0.0% 27 -27,294 -15.62% Q3 2026 Oct 20, 2026
Almitas Capital LLC History No change 138,956 2,952 0.71% 0.71% 28 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 137,102 2,913 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 120,957 2,570 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 113,685 2,559 0.04% 0.04% 31 +118 0.1% Q3 2026 Oct 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 115,269 2,449 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 109,601 2,329 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 97,923 2,080 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 96,041 2,040 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 95,280 2,024 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 95,057 2,019 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 87,735 1,974 0.03% — 38 +87,735 New Q3 2026 Oct 27, 2026
Hennion & Walsh Asset Management, Inc. History Added to 78,078 1,757 0.05% 0.04% 39 +5,958 8.26% Q3 2026 Oct 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 66,476 1,412 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 66,175 1,406 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 64,306 1,366 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 57,340 1,218 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 53,911 1,146 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 48,000 1,080 0.06% 0.06% 45 0 0.0% Q3 2026 Oct 27, 2026
Trexquant Investment LP History No change 49,989 1,062 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Pacific Ridge Capital Partners, LLC History No change 48,021 1,020 0.19% 0.19% 47 0 0.0% Q2 2026 Aug 12, 2026
SummerHaven Investment Management, LLC History Added to 43,861 987 0.55% 0.46% 48 +3,500 8.67% Q3 2026 Oct 19, 2026
Invesco Ltd. History No change 43,482 923 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 43,079 915 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 02, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 41,500 882 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 35,179 747 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 05, 2026
Campbell & CO Investment Adviser LLC History No change 33,367 709 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 03, 2026
FEDERATED HERMES, INC. History No change 32,028 680 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 31,870 677 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 31,194 662 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 30,803 654 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 30,010 637 0.04% 0.04% 58 0 0.0% Q2 2026 Aug 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 23,898 537 0.01% 0.01% 59 +1,631 7.32% Q3 2026 Oct 23, 2026
Watershed Asset Management, L.L.C. History No change 25,020 531 0.47% 0.47% 60 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 24,368 517 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 22,904 515 0.0% 0.0% 62 +1,768 8.36% Q3 2026 Oct 28, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 20,966 471 0.02% 0.02% 63 -555 -2.58% Q3 2026 Oct 30, 2026
Point72 Asset Management, L.P. History No change 21,763 462 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 21,380 454 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 21,205 450 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 21,070 447 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 20,246 433 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 18,928 426 0.0% 0.0% 69 -8 -0.04% Q3 2026 Nov 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,703 397 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 19, 2026
Squarepoint Ops LLC History No change 18,695 397 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 18,388 390 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 17,891 380 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 16,838 357 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History Added to 14,615 328 0.0% 0.0% 75 +1,291 9.69% Q3 2026 Oct 28, 2026
GSA CAPITAL PARTNERS LLP History No change 14,568 310 0.02% 0.02% 76 0 0.0% Q2 2026 Aug 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 12,810 288 0.0% 0.0% 77 -492 -3.7% Q3 2026 Oct 28, 2026
Cetera Investment Advisers History No change 13,475 286 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 13,309 282 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Lakewood Asset Management LLC History Added to 12,334 277 0.14% 0.14% 80 +633 5.41% Q3 2026 Oct 26, 2026
Cambria Investment Management, L.P. History No change 12,704 269 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 12,157 258 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 11,814 255 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 12,030 255 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Technology Lab Private Ltd History No change 11,920 254 0.06% 0.06% 85 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 11,770 250 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
GREENWOOD GEARHART LLC History No change 10,500 236 0.01% 0.01% 87 0 0.0% Q3 2026 Oct 30, 2026
FIRST TRUST ADVISORS LP History No change 11,122 236 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 10,936 232 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 27, 2026
Atom Investors LP History No change 10,778 229 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 10,105 227 0.0% 0.0% 91 +3,958 64.39% Q3 2026 Oct 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,515 223 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History New 9,525 214 0.0% — 93 +9,525 New Q3 2026 Nov 02, 2026
Sterling Capital Management LLC History Added to 9,424 212 0.0% 0.0% 94 +8,921 1773.56% Q3 2026 Oct 22, 2026
Vident Advisory, LLC History No change 9,956 211 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
OXFORD ASSET MANAGEMENT LLP History No change 9,792 208 0.1% 0.1% 96 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 9,697 206 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 9,571 203 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 9,575 203 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,476 158 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 23, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 6,632 140 0.05% 0.05% 101 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History Added to 6,047 136 0.0% 0.0% 102 +5,858 3099.47% Q3 2026 Oct 16, 2026
Legal & General Group Plc History No change 6,124 130 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 5,224 117 0.0% 0.0% 104 -364 -6.51% Q3 2026 Oct 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 4,892 110 0.01% 0.0% 105 +4,489 1113.9% Q3 2026 Oct 22, 2026
GHP Investment Advisors, Inc. History Added to 4,862 109 0.0% 0.0% 106 +20 0.41% Q3 2026 Oct 15, 2026
CITIGROUP INC History Reduced 4,483 100 0.0% 0.0% 107 -10,642 -70.36% Q3 2026 Nov 04, 2026
ROYAL BANK OF CANADA History No change 4,526 96 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 4,188 94 0.0% 0.0% 109 -105 -2.45% Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History No change 3,906 82 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 3,821 81 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 3,712 78 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Reduced 3,269 73 0.01% 0.03% 113 -12,890 -79.77% Q3 2026 Oct 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,980 63 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 07, 2026
CANADA LIFE ASSURANCE Co History No change 2,907 62 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,871 61 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 24, 2026
Parallel Advisors, LLC History Reduced 2,700 60 0.0% 0.0% 117 -91 -3.26% Q3 2026 Nov 03, 2026
Tower Research Capital LLC (TRC) History No change 2,382 50 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 2,271 48 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,860 41 0.0% 0.0% 120 0 0.0% Q3 2026 Oct 09, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,857 40 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 1,730 36 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 1,494 31 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
LOM Asset Management Ltd History No change 1,500 31 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History No change 1,220 27 0.02% 0.02% 125 0 0.0% Q3 2026 Nov 02, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,229 27 0.0% 0.0% 126 0 0.0% Q3 2026 Oct 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,159 24 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 17, 2026
Capital Advisors, Ltd. LLC History No change 798 18 0.0% 0.0% 128 0 0.0% Q3 2026 Oct 27, 2026
Versant Capital Management, Inc History No change 649 14 0.0% 0.0% 129 0 0.0% Q3 2026 Oct 01, 2026
Arax Advisory Partners History No change 638 13 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 564 12 0.0% 0.0% 133 +325 135.98% Q3 2026 Oct 08, 2026
Covestor Ltd History Reduced 559 12 0.01% 0.01% 132 -24 -4.12% Q3 2026 Oct 30, 2026
NISA INVESTMENT ADVISORS, LLC History No change 538 12 0.0% 0.0% 131 0 0.0% Q3 2026 Oct 20, 2026
City State Bank History No change 500 11 0.0% 0.0% 134 0 0.0% Q3 2026 Oct 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 507 10 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 462 9 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 394 8 0.0% 0.0% 137 +75 23.51% Q3 2026 Oct 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 338 7 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 24, 2026
SBI Securities Co., Ltd. History Reduced 279 6 0.0% 0.0% 140 -18 -6.06% Q3 2026 Oct 21, 2026
Pinnacle Wealth Planning Services, Inc. History No change 279 6 0.0% 0.0% 139 0 0.0% Q3 2026 Oct 27, 2026
Triumph Capital Management History No change 200 4 0.0% 0.0% 141 0 0.0% Q3 2026 Oct 14, 2026
Larson Financial Group LLC History No change 225 4 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 155 3 0.0% — 145 +155 New Q3 2026 Oct 21, 2026
Essential Partners LLC History Reduced 144 3 0.0% 0.0% 144 -4 -2.7% Q3 2026 Oct 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 164 3 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History New 100 2 0.0% — 149 +100 New Q3 2026 Nov 04, 2026
IFS Advisors, LLC History No change 100 2 0.0% 0.0% 146 0 0.0% Q3 2026 Oct 14, 2026
Glen Eagle Advisors, LLC History No change 100 2 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
BFC Planning, Inc. History No change 100 2 0.0% 0.0% 148 0 0.0% Q2 2026 Oct 29, 2026
EverSource Wealth Advisors, LLC History Added to 60 1 0.0% — 152 +21 53.85% Q3 2026 Nov 04, 2026
SJS Investment Consulting Inc. History Added to 74 1 0.0% 0.0% 154 +6 8.82% Q3 2026 Oct 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 91 1 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Westend Capital Management, LLC History No change 69 1 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 50 1 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 61 1 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Financial Management LLC History No change 56 1 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 28, 2026
Polaris Capital Management, LLC History Closed out 0 0 — 0.21% — -105,100 -100.0% Q3 2026 Oct 21, 2026
Kozak & Associates, Inc. History Closed out 0 0 — 0.01% — -2,000 -100.0% Q3 2026 Oct 29, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -105 -100.0% Q3 2026 Oct 16, 2026
Physician Wealth Advisors, Inc. History New 35 0 — — — +35 New Q3 2026 Oct 20, 2026
Ascentis Wealth Management, LLC History New 18 0 — — — +18 New Q3 2026 Nov 03, 2026
GK Wealth Management LLC History New 12 0 — — — +12 New Q3 2026 Oct 09, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 29, 2026
Provenance Wealth Advisors, LLC History New 5 0 — — — +5 New Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 26 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Steward Partners Investment Advisory, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History No change 18 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Bare Financial Services, Inc History No change 25 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
Smartleaf Asset Management LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Kilter Group LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026