EVEREST GROUP, LTD. - EG

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 3,220,769 1,150,555 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,583,110 922,764 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,068,927 739,082 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 1,929,157 689,152 0.07% 0.07% 4 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 964,755 660,413 0.21% 0.21% 5 0 0.0% Q2 2026 Aug 03, 2026
STATE STREET CORP History No change 1,844,732 658,993 0.02% 0.02% 6 0 0.0% Q2 2026 Sep 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,404,638 501,778 0.17% 0.17% 7 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,155,825 411,378 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
Vulcan Value Partners, LLC History No change 1,036,906 370,414 11.28% 11.28% 9 0 0.0% Q2 2026 Aug 10, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 981,772 350,718 1.06% 1.06% 10 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 1,043,298 341,001 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 871,481 311,319 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 760,522 271,681 9.98% 9.98% 13 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 614,688 219,584 0.13% 0.13% 14 0 0.0% Q2 2026 Aug 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 576,006 210,349 0.04% 0.03% 15 +88,248 18.09% Q3 2026 Nov 04, 2026
Boston Partners History No change 576,832 206,076 0.18% 0.18% 16 0 0.0% Q2 2026 Aug 04, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 479,877 171,426 0.52% 0.52% 17 0 0.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 470,633 168,124 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 467,462 166,992 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
DONALD SMITH & CO., INC. History No change 428,873 153,206 2.71% 2.71% 20 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 410,228 146,694 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 386,250 137,980 0.25% 0.25% 22 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 378,461 135,197 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 359,268 128,341 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 342,042 122,187 0.33% 0.33% 25 0 0.0% Q2 2026 Aug 12, 2026
Polar Capital Holdings Plc History No change 329,500 117,707 0.28% 0.28% 26 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Added to 301,424 110,071 0.19% 0.18% 27 +4,610 1.55% Q3 2026 Oct 21, 2026
BANK OF AMERICA CORP /DE/ History No change 302,612 108,102 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Talaria Asset Management Pty Ltd History No change 281,800 100,667 21.54% 21.54% 29 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 279,439 99,823 0.04% 0.04% 30 0 0.0% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 279,342 99,789 0.06% 0.06% 31 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 273,904 97,846 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
EARNEST PARTNERS LLC History No change 271,712 97,063 0.35% 0.35% 33 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 269,461 96,259 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 252,702 90,272 0.98% 0.98% 35 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 235,932 84,281 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Added to 221,823 81,003 0.09% 0.04% 37 +102,353 85.67% Q3 2026 Nov 02, 2026
VANGUARD FIDUCIARY TRUST CO History No change 221,973 79,295 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 201,953 72,142 0.06% 0.06% 39 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 200,235 71,529 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 194,624 69,526 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 07, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 189,485 67,689 0.24% 0.24% 42 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 187,439 66,958 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 185,598 66,300 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 11, 2026
Robeco Institutional Asset Management B.V. History Added to 158,977 58,053 0.07% 0.06% 45 +24,794 18.48% Q3 2026 Oct 20, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 162,213 57,947 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 161,837 57,813 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 07, 2026
Woodline Partners LP History No change 159,541 56,992 0.18% 0.18% 48 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 157,421 56,235 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 155,840 55,670 0.08% 0.08% 50 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 146,313 52,266 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 140,236 51,092 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 140,259 50,104 0.01% 0.01% 53 0 0.0% Q2 2026 Sep 02, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 136,070 48,608 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 135,594 48,442 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Added to 127,678 46,624 0.49% 0.24% 56 +62,566 96.09% Q3 2026 Oct 21, 2026
Perpetual Ltd History Reduced 126,218 46,091 0.7% 0.69% 57 -9,724 -7.15% Q3 2026 Oct 13, 2026
DAVIS SELECTED ADVISERS History No change 126,423 45,162 0.19% 0.19% 58 0 0.0% Q2 2026 Aug 11, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 122,909 44,882 2.63% 2.6% 59 0 0.0% Q3 2026 Nov 02, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 124,207 44,370 0.19% 0.19% 60 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 120,550 43,064 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 116,377 41,573 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 12, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 114,411 40,871 0.81% 0.81% 63 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 112,880 40,324 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 11, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 106,095 37,900 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 12, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 103,703 37,869 0.67% 0.74% 66 -19,306 -15.69% Q3 2026 Oct 13, 2026
Russell Investments Group, Ltd. History No change 105,162 37,605 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 06, 2026
South Dakota Investment Council History No change 102,992 36,792 0.63% 0.63% 68 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 97,850 34,956 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 97,079 34,679 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 94,812 33,869 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 92,263 32,959 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 90,469 32,318 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 83,666 30,552 0.02% 0.02% 74 -10,334 -10.99% Q3 2026 Oct 29, 2026
FMR LLC History No change 83,760 29,921 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 82,150 29,346 0.12% 0.12% 76 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 80,420 28,728 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 78,256 27,955 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 14, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 77,000 27,506 0.12% 0.12% 79 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 75,288 27,492 0.01% 0.01% 80 -30,089 -28.55% Q3 2026 Nov 04, 2026
RHUMBLINE ADVISERS History No change 76,862 27,457 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 76,705 27,401 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 73,445 26,236 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 73,051 26,096 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 72,182 25,785 0.11% 0.11% 85 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 71,621 25,585 0.08% 0.08% 86 0 0.0% Q2 2026 Aug 12, 2026
EQUITABLE TRUST CO History Reduced 68,297 24,940 1.05% 1.05% 87 -1,820 -2.6% Q3 2026 Oct 13, 2026
Arbejdsmarkedets Tillaegspension History New 66,200 24,174 0.61% — 88 +66,200 New Q3 2026 Oct 30, 2026
PANAGORA ASSET MANAGEMENT INC History No change 64,814 23,153 0.07% 0.07% 89 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 62,299 22,255 0.03% 0.03% 90 0 0.0% Q2 2026 Jul 29, 2026
TCTC Holdings, LLC History Added to 60,805 22,204 0.52% 0.57% 91 +5 0.01% Q3 2026 Nov 02, 2026
Lighthouse Investment Partners, LLC History No change 61,541 21,984 0.6% 0.6% 92 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 62,295 21,901 0.03% 0.01% 93 +44,889 257.89% Q3 2026 Oct 13, 2026
M&G Plc History Added to 56,917 20,774 0.1% 0.1% 94 +1,407 2.53% Q3 2026 Nov 04, 2026
Creative Planning History Added to 56,793 20,739 0.01% 0.01% 95 +22,758 66.87% Q3 2026 Nov 02, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 57,528 20,550 0.09% 0.09% 96 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 56,950 20,344 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 14, 2026
KBC Group NV History Added to 55,154 20,141 0.04% 0.0% 98 +49,948 959.43% Q3 2026 Oct 22, 2026
Te Ahumairangi Investment Management Ltd History No change 54,839 19,590 3.16% 3.16% 99 0 0.0% Q2 2026 Aug 12, 2026
DANSKE BANK A/S History No change 52,232 18,658 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 10, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 52,060 18,597 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 24, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 51,054 18,251 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 50,444 18,020 1.72% 1.72% 103 0 0.0% Q2 2026 Jul 31, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 50,293 17,966 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 50,131 17,908 0.42% 0.42% 105 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 49,503 17,683 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
GRACE & WHITE INC /NY History No change 47,998 17,527 2.87% 2.71% 107 0 0.0% Q3 2026 Oct 23, 2026
Allianz Asset Management GmbH History No change 48,395 17,288 0.01% 0.01% 108 0 0.0% Q2 2026 Sep 02, 2026
HighTower Advisors, LLC History No change 48,043 17,162 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 05, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History No change 46,800 17,089 0.52% 0.51% 110 0 0.0% Q3 2026 Oct 21, 2026
TD ASSET MANAGEMENT INC History No change 44,096 15,752 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 04, 2026
Prana Capital Management, LP History No change 41,657 14,881 0.45% 0.45% 112 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 40,707 14,541 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 40,383 14,426 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 13, 2026
Korea Investment CORP History No change 39,668 14,170 0.03% 0.03% 115 0 0.0% Q2 2026 Aug 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 39,188 13,999 0.04% 0.04% 116 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 38,874 13,887 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 38,291 13,653 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
LMCG INVESTMENTS, LLC History Added to 37,029 13,521 0.73% 0.7% 119 +214 0.58% Q3 2026 Oct 21, 2026
Aberdeen Group plc History No change 37,751 13,485 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 36,620 13,372 0.01% 0.01% 121 -9,320 -20.29% Q3 2026 Nov 02, 2026
Daiwa Securities Group Inc. History Added to 36,391 13,288 0.02% 0.02% 122 +14,058 62.95% Q3 2026 Oct 29, 2026
Gillson Capital LP History No change 36,100 12,896 0.76% 0.76% 123 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 35,486 12,676 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 35,281 12,603 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 34,640 12,374 0.07% 0.07% 126 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 34,190 12,213 0.11% 0.11% 127 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Reduced 32,924 12,022 0.12% 0.21% 128 -24,441 -42.61% Q3 2026 Oct 16, 2026
Hudson Bay Capital Management LP History No change 32,811 11,721 0.03% 0.03% 129 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 32,360 11,559 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 32,048 11,448 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 31,016 11,326 0.02% 0.03% 132 -9,939 -24.27% Q3 2026 Oct 22, 2026
Corient Private Wealth LP History No change 31,705 11,325 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 27, 2026
FIL Ltd History No change 30,637 10,944 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 29,518 10,544 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 29,403 10,503 0.05% 0.05% 136 0 0.0% Q2 2026 Aug 11, 2026
Mediolanum International Funds Ltd History No change 29,092 10,496 0.09% 0.09% 137 0 0.0% Q2 2026 Jul 23, 2026
NFC Investments, LLC History No change 29,066 10,383 2.64% 2.64% 138 0 0.0% Q2 2026 Aug 12, 2026
Man Group plc History No change 29,039 10,373 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
NUANCE INVESTMENTS, LLC History No change 28,398 10,144 1.73% 1.73% 140 0 0.0% Q2 2026 Aug 07, 2026
CLOUGH CAPITAL PARTNERS L P History No change 27,534 9,835 0.8% 0.8% 141 0 0.0% Q2 2026 Aug 14, 2026
SEB Asset Management AB History Reduced 26,697 9,748 0.04% 0.12% 142 -60,846 -69.5% Q3 2026 Nov 04, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History No change 26,600 9,502 0.17% 0.17% 143 0 0.0% Q2 2026 Aug 05, 2026
Clear Harbor Asset Management, LLC History No change 26,578 9,494 0.59% 0.59% 144 0 0.0% Q2 2026 Aug 12, 2026
LEUTHOLD GROUP, LLC History Added to 25,990 9,490 0.89% 0.1% 145 +23,332 877.8% Q3 2026 Nov 04, 2026
Counterpoint Mutual Funds LLC History New 25,402 9,276 0.8% — 146 +25,402 New Q3 2026 Oct 16, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 25,536 9,122 0.01% 0.01% 147 0 0.0% Q2 2026 Sep 09, 2026
APG Asset Management N.V. History No change 28,822 9,005 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 24,861 8,881 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 24,634 8,800 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History No change 24,629 8,798 0.09% 0.09% 151 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 24,544 8,767 0.11% 0.11% 152 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 23,857 8,522 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 23,792 8,499 0.04% 0.04% 154 0 0.0% Q2 2026 Aug 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 23,254 8,307 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 10, 2026
HEARTLAND ADVISORS INC History No change 23,172 8,277 0.37% 0.37% 156 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 22,752 8,127 0.02% 0.02% 157 0 0.0% Q2 2026 Aug 06, 2026
Asset Management One Co., Ltd. History Added to 21,333 7,790 0.02% 0.02% 158 +4,368 25.75% Q3 2026 Oct 27, 2026
One Way Holdings LLC History New 21,174 7,732 0.35% — 159 +21,174 New Q3 2026 Oct 29, 2026
Vanguard Investments Australia, Ltd. History No change 20,584 7,353 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 13, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 19,013 6,942 0.06% 0.05% 161 +3,731 24.41% Q3 2026 Oct 13, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 18,841 6,880 0.04% 0.03% 162 +1,644 9.56% Q3 2026 Oct 15, 2026
Chevy Chase Trust Holdings, LLC History No change 19,107 6,825 0.02% 0.02% 163 0 0.0% Q2 2026 Aug 14, 2026
Dupree Financial Group, LLC History Added to 18,525 6,764 2.44% 2.43% 164 +341 1.88% Q3 2026 Oct 09, 2026
FEDERATED HERMES, INC. History No change 18,783 6,709 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 12, 2026
Swedbank AB History No change 18,163 6,632 0.01% 0.01% 166 0 0.0% Q3 2026 Oct 27, 2026
LPL Financial LLC History No change 18,503 6,609 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
Fideuram Asset Management (Ireland) dac History Reduced 17,479 6,521 0.14% 0.18% 168 -10,479 -37.48% Q3 2026 Oct 29, 2026
Waverly Advisors, LLC History No change 18,102 6,466 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,072 6,455 0.05% 0.05% 170 0 0.0% Q2 2026 Jul 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 17,987 6,425 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 17,949 6,411 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 14, 2026
Vestcor Inc History No change 17,912 6,399 0.16% 0.16% 173 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History Added to 17,418 6,360 0.01% 0.01% 174 +71 0.41% Q3 2026 Nov 03, 2026
JANE STREET GROUP, LLC History No change 17,718 6,329 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 17,418 6,222 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 17,233 6,156 0.0% 0.0% 177 0 0.0% Q2 2026 Sep 23, 2026
BNP Paribas Asset Management Holding S.A. History No change 17,175 6,135 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History Reduced 16,547 6,112 0.01% 0.02% 179 -17,697 -51.68% Q3 2026 Oct 27, 2026
Treasurer of the State of North Carolina History No change 16,848 6,019 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 16,326 5,961 0.01% 0.01% 181 -138 -0.84% Q3 2026 Nov 02, 2026
Janney Montgomery Scott LLC History No change 16,571 5,920 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 05, 2026
GSA CAPITAL PARTNERS LLP History No change 16,140 5,766 0.36% 0.36% 183 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 15,793 5,641 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 15,606 5,574 0.02% 0.02% 185 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 15,416 5,511 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 15,070 5,383 0.13% 0.13% 187 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 14,978 5,350 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 17, 2026
Swiss Life Asset Management Ltd History Added to 14,626 5,340 0.02% 0.01% 189 +6,110 71.75% Q3 2026 Nov 03, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 14,851 5,305 0.1% 0.1% 190 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 14,388 5,139 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 19, 2026
Summit Global Investments History Added to 13,789 5,035 0.25% 0.23% 192 +2,098 17.95% Q3 2026 Oct 28, 2026
CREDIT AGRICOLE S A History No change 14,080 5,029 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 13,865 4,952 0.02% 0.02% 194 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 13,517 4,936 0.01% 0.01% 195 +170 1.27% Q3 2026 Oct 20, 2026
ALGERT GLOBAL LLC History No change 13,607 4,860 0.06% 0.06% 196 0 0.0% Q2 2026 Aug 13, 2026
OMERS ADMINISTRATION Corp History No change 13,311 4,755 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 13,085 4,674 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 04, 2026
CIBC Bancorp USA Inc. History No change 12,656 4,625 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 12,900 4,608 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 12,901 4,608 0.03% 0.03% 201 0 0.0% Q2 2026 Sep 08, 2026
NATIXIS ADVISORS, LLC History No change 12,727 4,546 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 14, 2026
CM Management, LLC History No change 12,500 4,465 2.84% 2.84% 203 0 0.0% Q2 2026 Aug 13, 2026
Mn Services Vermogensbeheer B.V. History No change 11,832 4,321 0.03% 0.03% 204 0 0.0% Q3 2026 Oct 08, 2026
Holocene Advisors, LP History No change 11,860 4,236 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 11,764 4,203 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 11,524 4,116 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 11,328 4,055 0.02% 0.02% 208 0 0.0% Q2 2026 Jul 29, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 11,243 4,016 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Reduced 10,808 3,946 0.02% 0.02% 210 -666 -5.8% Q3 2026 Nov 03, 2026
IFM Investors Pty Ltd History Reduced 10,765 3,931 0.02% 0.03% 211 -178 -1.63% Q3 2026 Oct 13, 2026
Sepio Capital, LP History Reduced 10,759 3,928 0.16% 0.2% 212 -147 -1.35% Q3 2026 Oct 22, 2026
OneDigital Investment Advisors LLC History No change 10,947 3,910 0.03% 0.03% 213 0 0.0% Q2 2026 Aug 06, 2026
XPONANCE LLC History Reduced 10,674 3,897 0.02% 0.03% 214 -3,185 -22.98% Q3 2026 Nov 03, 2026
JB Capital LLC History Reduced 10,614 3,875 0.13% 0.17% 215 -2,756 -20.61% Q3 2026 Oct 19, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,825 3,867 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 10, 2026
GREAT LAKES ADVISORS, LLC History No change 10,771 3,847 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 10,511 3,838 0.02% 0.02% 218 -1,200 -10.25% Q3 2026 Oct 27, 2026
Czech National Bank History Reduced 10,246 3,741 0.02% 0.02% 219 -1,018 -9.04% Q3 2026 Oct 13, 2026
US BANCORP \DE\ History No change 10,422 3,723 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 10,193 3,722 0.11% 0.07% 221 +3,591 54.39% Q3 2026 Oct 22, 2026
Candriam S.C.A. History No change 9,996 3,663 0.02% 0.02% 222 0 0.0% Q3 2026 Nov 03, 2026
AustralianSuper Pty Ltd History No change 9,849 3,518 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History No change 9,797 3,499 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 03, 2026
Squarepoint Ops LLC History No change 9,737 3,478 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 9,287 3,391 0.01% 0.0% 226 +282 3.13% Q3 2026 Oct 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 9,199 3,286 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 12, 2026
Gilman Hill Asset Management, LLC History Added to 8,997 3,285 0.46% 0.44% 228 +69 0.77% Q3 2026 Oct 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 9,131 3,261 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 9,052 3,233 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 13, 2026
National Pension Service History No change 9,007 3,217 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,928 3,189 0.06% 0.06% 232 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History No change 8,862 3,165 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 12, 2026
FCA CORP /TX History No change 8,827 3,153 0.78% 0.78% 234 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 8,746 3,124 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 14, 2026
AGF MANAGEMENT LTD History Added to 8,210 2,998 0.01% 0.01% 236 +414 5.31% Q3 2026 Nov 03, 2026
DnB Asset Management AS History No change 8,385 2,995 0.01% 0.01% 237 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 8,061 2,943 0.01% 0.01% 238 +2,660 49.25% Q3 2026 Oct 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 8,162 2,915 0.06% 0.06% 239 0 0.0% Q2 2026 Jul 17, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 7,975 2,912 0.2% 0.22% 240 -1,100 -12.12% Q3 2026 Nov 02, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 7,878 2,876 0.01% 0.02% 241 -862 -9.86% Q3 2026 Nov 03, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 8,011 2,861 0.08% 0.08% 242 0 0.0% Q2 2026 Aug 05, 2026
ProShare Advisors LLC History Reduced 7,507 2,741 0.0% 0.0% 243 -855 -10.22% Q3 2026 Oct 28, 2026
Retirement Systems of Alabama History Reduced 7,478 2,730 0.01% 0.01% 244 -834 -10.03% Q3 2026 Nov 04, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 7,474 2,669 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 6,864 2,506 0.03% 0.03% 246 -496 -6.74% Q3 2026 Oct 15, 2026
WELLS FARGO & COMPANY/MN History No change 7,005 2,502 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 6,687 2,441 0.01% 0.01% 248 +345 5.44% Q3 2026 Nov 04, 2026
MACQUARIE GROUP LTD History No change 6,771 2,418 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,666 2,381 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 6,468 2,310 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Reduced 6,156 2,248 0.02% 0.02% 252 -687 -10.04% Q3 2026 Oct 23, 2026
Aviance Capital Partners, LLC History Added to 6,061 2,213 0.23% 0.22% 253 +156 2.64% Q3 2026 Oct 28, 2026
Investment Management Corp of Ontario History No change 6,143 2,194 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 6,006 2,145 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
Utah Retirement Systems History No change 6,006 2,145 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 6,001 2,143 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 12, 2026
Palouse Capital Management, Inc. History No change 5,638 2,014 1.26% 1.26% 258 0 0.0% Q2 2026 Jul 08, 2026
Polianta Ltd History No change 5,600 2,000 0.25% 0.25% 259 0 0.0% Q2 2026 Jul 08, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 5,499 1,964 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 14, 2026
Reflection Asset Management History Added to 5,288 1,931 0.8% 0.71% 261 +1,010 23.61% Q3 2026 Oct 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5,146 1,879 0.15% 0.15% 262 0 0.0% Q3 2026 Oct 16, 2026
BANK OF NOVA SCOTIA History No change 5,257 1,877 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 12, 2026
Assenagon Asset Management S.A. History New 5,090 1,858 0.0% — 264 +5,090 New Q3 2026 Oct 15, 2026
Estate Counselors, LLC History No change 5,198 1,856 0.16% 0.16% 265 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 5,061 1,848 0.01% 0.01% 266 +26 0.52% Q3 2026 Oct 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,061 1,807 0.01% 0.01% 267 0 0.0% Q2 2026 Jul 23, 2026
RBF Capital, LLC History No change 5,000 1,786 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 14, 2026
Harbor Advisors LLC History No change 5,000 1,786 0.22% 0.22% 269 0 0.0% Q2 2026 Jul 28, 2026
Sompo Asset Management Co., Ltd. History No change 4,885 1,745 0.29% 0.29% 270 0 0.0% Q2 2026 Jul 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 4,783 1,723 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 05, 2026
Dockside LLC History No change 4,520 1,614 0.38% 0.38% 272 0 0.0% Q2 2026 Aug 03, 2026
ALLSTATE CORP History No change 4,472 1,597 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,363 1,593 0.02% 0.02% 274 -500 -10.28% Q3 2026 Oct 29, 2026
Ethic Inc. History Added to 4,337 1,583 0.02% 0.02% 275 +520 13.62% Q3 2026 Nov 03, 2026
UniSuper Management Pty Ltd History Added to 4,315 1,575 0.01% 0.01% 276 +560 14.91% Q3 2026 Oct 26, 2026
Sequoia Financial Advisors, LLC History No change 4,380 1,564 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 17, 2026
Orion Porfolio Solutions, LLC History No change 4,354 1,555 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 4,349 1,553 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 4,202 1,534 0.01% 0.0% 280 +2,465 141.91% Q3 2026 Oct 08, 2026
Vise Technologies, Inc. History Added to 4,139 1,511 0.01% 0.01% 281 +2,587 166.69% Q3 2026 Oct 28, 2026
Robertson Stephens Wealth Management, LLC History Reduced 4,117 1,503 0.04% 0.04% 282 -15 -0.36% Q3 2026 Oct 16, 2026
FIRST MANHATTAN CO. LLC. History No change 4,200 1,500 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 4,067 1,485 0.01% 0.01% 284 +329 8.8% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 4,064 1,484 0.02% 0.02% 285 -328 -7.47% Q3 2026 Oct 22, 2026
LOWE BROCKENBROUGH & CO INC History No change 4,113 1,469 0.07% 0.07% 286 0 0.0% Q2 2026 Aug 03, 2026
Numerai GP LLC History No change 4,067 1,452 0.12% 0.12% 287 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History Added to 3,945 1,440 0.01% 0.01% 288 +169 4.48% Q3 2026 Oct 27, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,021 1,436 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
Uncommon Cents Investing Inc History Added to 3,913 1,428 0.31% 0.3% 290 +90 2.35% Q3 2026 Oct 20, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,961 1,414 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 11, 2026
Poehling Capital Management, INC. History No change 3,872 1,413 0.29% 0.3% 292 0 0.0% Q3 2026 Oct 20, 2026
TWIN CAPITAL MANAGEMENT INC History No change 3,946 1,409 0.15% 0.15% 293 0 0.0% Q2 2026 Aug 06, 2026
Hillsdale Investment Management Inc. History No change 3,850 1,375 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 3,816 1,363 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 3,678 1,343 0.01% 0.01% 296 -399 -9.79% Q3 2026 Oct 23, 2026
NorthCrest Asset Manangement, LLC History Added to 3,594 1,340 0.03% 0.02% 297 +1,249 53.26% Q3 2026 Oct 09, 2026
Independent Advisor Alliance History No change 3,739 1,335 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 12, 2026
DELPHI MANAGEMENT INC /MA/ History No change 3,710 1,325 1.3% 1.3% 299 0 0.0% Q2 2026 Jul 31, 2026
Brevan Howard Capital Management LP History No change 3,581 1,279 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 3,519 1,257 0.04% 0.04% 301 0 0.0% Q2 2026 Aug 07, 2026
REGIONS FINANCIAL CORP History No change 3,514 1,255 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 10, 2026
BROWN ADVISORY INC History No change 3,505 1,252 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Sculati Wealth Management, LLC History Added to 3,358 1,250 0.41% 0.43% 304 +5 0.15% Q3 2026 Oct 19, 2026
Sterling Capital Management LLC History Added to 3,417 1,247 0.03% 0.01% 305 +2,227 187.14% Q3 2026 Oct 22, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 3,480 1,243 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 3,334 1,237 0.79% 0.79% 307 0 0.0% Q2 2026 Jul 09, 2026
Strategic Investment Advisors / MI History No change 3,439 1,228 0.07% 0.07% 308 0 0.0% Q2 2026 Aug 14, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 3,393 1,212 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 07, 2026
Impact Partnership Wealth, LLC History No change 3,381 1,207 0.12% 0.12% 310 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 3,377 1,205 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
COOKSON PEIRCE & CO INC History Added to 3,299 1,204 0.04% 0.03% 312 +343 11.6% Q3 2026 Oct 30, 2026
Vident Advisory, LLC History No change 3,363 1,201 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,298 1,178 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 3,294 1,176 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 11, 2026
Gulf International Bank (UK) Ltd History No change 3,206 1,170 0.02% 0.02% 316 0 0.0% Q3 2026 Oct 20, 2026
CSS LLC/IL History No change 3,270 1,168 0.05% 0.05% 317 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 3,234 1,155 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 3,200 1,143 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
ICON ADVISERS INC/CO History No change 3,200 1,143 0.22% 0.22% 320 0 0.0% Q2 2026 Aug 13, 2026
SageView Advisory Group, LLC History No change 3,178 1,135 0.04% 0.04% 321 0 0.0% Q2 2026 Aug 10, 2026
Pacer Advisors, Inc. History No change 3,147 1,124 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 3,010 1,099 0.25% 0.39% 323 -2,020 -40.16% Q3 2026 Oct 14, 2026
NOMURA HOLDINGS INC History No change 3,025 1,080 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Reduced 2,898 1,058 0.01% 0.01% 325 -121 -4.01% Q3 2026 Oct 26, 2026
BayBridge Capital Group, LLC History Added to 2,895 1,057 0.56% 0.34% 326 +1,055 57.34% Q3 2026 Oct 13, 2026
Summit Trail Advisors, LLC History No change 2,920 1,043 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 11, 2026
Saudi Central Bank History No change 2,801 1,000 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 30, 2026
Ensign Peak Advisors, Inc History No change 2,770 989 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 2,687 981 0.01% — 330 +2,687 New Q3 2026 Oct 30, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 2,642 964 0.01% 0.01% 331 +274 11.57% Q3 2026 Oct 21, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,690 960 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History Reduced 2,614 954 0.07% 0.12% 333 -691 -20.91% Q3 2026 Oct 28, 2026
FOSTER & MOTLEY INC History No change 2,643 944 0.04% 0.04% 334 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 2,634 940 0.0% 0.0% 335 0 0.0% Q2 2026 Oct 27, 2026
Steward Partners Investment Advisory, LLC History No change 2,566 916 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 13, 2026
J. Safra Sarasin Holding AG History Reduced 2,589 912 0.01% 0.01% 337 -268 -9.38% Q3 2026 Oct 26, 2026
Pinnacle Financial Partners, Inc. History No change 2,540 907 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 2,528 903 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 12, 2026
CROBAN History No change 2,528 902 0.4% 0.4% 340 0 0.0% Q2 2026 Aug 03, 2026
Norinchukin Bank, The History No change 2,514 898 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 2,491 889 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 2,431 887 0.02% 0.02% 343 -1 -0.04% Q3 2026 Nov 04, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 2,416 882 0.02% 0.03% 344 -358 -12.91% Q3 2026 Nov 04, 2026
Allspring Global Investments Holdings, LLC History Added to 2,379 877 0.0% 0.0% 345 +557 30.57% Q3 2026 Nov 04, 2026
Engineers Gate Manager LP History No change 2,406 859 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 2,351 839 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
LS Investment Advisors, LLC History Reduced 2,296 838 0.11% 0.11% 348 -40 -1.71% Q3 2026 Oct 13, 2026
Chicago Partners Investment Group LLC History Added to 2,088 832 0.02% 0.01% 349 +253 13.79% Q3 2026 Oct 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,301 821 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History Added to 2,233 815 0.0% 0.0% 351 +436 24.26% Q3 2026 Nov 04, 2026
Aster Capital Management (DIFC) Ltd History No change 2,262 808 0.17% 0.17% 352 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,237 807 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 13, 2026
MIZUHO SECURITIES USA LLC History No change 2,460 804 0.02% 0.02% 354 0 0.0% Q2 2026 Jul 24, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 2,216 791 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 14, 2026
Daiichi Life Insurance Co., Ltd. History No change 2,166 773 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 2,156 770 0.07% 0.07% 357 0 0.0% Q2 2026 Aug 13, 2026
SACKS & ASSOCIATES, LLC History Reduced 2,103 767 0.54% 0.55% 358 -95 -4.32% Q3 2026 Oct 09, 2026
FJ Capital Management LLC History No change 2,147 766 0.1% 0.1% 359 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 2,100 750 0.02% 0.02% 360 0 0.0% Q2 2026 Jul 29, 2026
Sagewood Asset Management LP History No change 2,096 748 0.17% 0.17% 361 0 0.0% Q2 2026 Jul 29, 2026
Machina Capital S.A.S. History No change 2,092 747 0.12% 0.12% 362 0 0.0% Q2 2026 Aug 10, 2026
GAMMA Investing LLC History Added to 2,038 744 0.03% 0.02% 363 +308 17.8% Q3 2026 Oct 08, 2026
Citadel Investment Advisory, Inc. History Added to 2,027 740 0.34% 0.32% 364 +67 3.42% Q3 2026 Oct 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,062 736 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 10, 2026
Eurizon Capital SGR S.p.A. History No change 2,052 733 0.0% 0.0% 366 0 0.0% Q2 2026 Jul 29, 2026
Havemeyer Place LP History No change 2,020 721 0.07% 0.07% 367 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 2,011 718 0.01% 0.01% 368 0 0.0% Q2 2026 Jul 30, 2026
Krilogy Financial LLC History Reduced 1,897 706 0.02% 0.02% 369 -52 -2.67% Q3 2026 Oct 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,928 704 0.02% 0.02% 370 -24 -1.23% Q3 2026 Oct 08, 2026
Osmosis Investment Management UK Ltd History No change 1,923 686 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,908 681 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 1,904 680 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 1,902 679 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 07, 2026
Meeder Advisory Services, Inc. History No change 1,899 678 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 07, 2026
Atom Investors LP History No change 1,887 674 0.06% 0.06% 376 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 1,800 657 0.01% 0.01% 377 -200 -10.0% Q3 2026 Oct 20, 2026
Chesley Taft & Associates LLC History Reduced 1,792 654 0.03% 0.03% 378 -32 -1.75% Q3 2026 Oct 13, 2026
Traynor Capital Management, Inc. History Reduced 1,778 649 0.03% 0.03% 379 -218 -10.92% Q3 2026 Oct 29, 2026
Dana Investment Advisors, Inc. History No change 1,816 648 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,815 648 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History Reduced 1,741 635 0.01% 0.01% 382 -34 -1.92% Q3 2026 Nov 03, 2026
Unison Advisors LLC History Added to 1,728 631 0.04% 0.04% 383 +9 0.52% Q3 2026 Oct 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,761 629 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 1,738 621 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,708 616 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 13, 2026
iSAM Funds (UK) Ltd History No change 1,720 614 0.43% 0.43% 387 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 1,718 613 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 1,686 602 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 04, 2026
Legacy Wealth Asset Management, LLC History Added to 1,625 593 0.13% 0.13% 390 +9 0.56% Q3 2026 Oct 08, 2026
Curi Capital, LLC History No change 1,644 587 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 14, 2026
STONERIDGE INVESTMENT PARTNERS LLC History No change 1,562 584 0.38% 0.38% 392 0 0.0% Q2 2026 Aug 06, 2026
Crossmark Global Holdings, Inc. History Reduced 1,568 572 0.01% 0.01% 393 -204 -11.51% Q3 2026 Oct 21, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,512 552 0.01% 0.01% 394 +383 33.92% Q3 2026 Oct 27, 2026
Bridgefront Capital, LLC History No change 1,540 550 0.14% 0.14% 395 0 0.0% Q2 2026 Aug 14, 2026
Aull & Monroe Investment Management Corp History No change 1,500 547 0.24% 0.22% 396 0 0.0% Q3 2026 Oct 16, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 1,498 547 0.02% 0.02% 397 0 0.0% Q3 2026 Oct 26, 2026
Sivia Capital Partners, LLC History No change 1,530 546 0.07% 0.07% 398 0 0.0% Q2 2026 Jul 23, 2026
D. E. Shaw & Co., Inc. History No change 1,525 544 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 1,523 544 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History Added to 1,459 532 0.01% 0.0% 401 +279 23.64% Q3 2026 Oct 28, 2026
StoneRidge PMG Advisors, LLC History New 1,439 525 0.37% — 402 +1,439 New Q3 2026 Nov 03, 2026
TFB Advisors LLC History Added to 1,430 522 0.21% 0.22% 403 +47 3.4% Q3 2026 Nov 02, 2026
Henshaw Capital LLC History No change 1,421 518 0.02% 0.02% 404 0 0.0% Q3 2026 Nov 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,446 516 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 24, 2026
WESTPAC BANKING CORP History No change 1,439 514 0.03% 0.03% 406 0 0.0% Q2 2026 Aug 12, 2026
OPTIMIZE FINANCIAL INC. History No change 1,421 507 0.18% 0.18% 407 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 1,421 507 0.12% 0.12% 408 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,374 501 0.01% 0.01% 409 +65 4.97% Q3 2026 Oct 23, 2026
Sanchez Gaunt Capital Management, LLC History Reduced 1,363 497 0.28% 0.28% 410 -28 -2.01% Q3 2026 Nov 03, 2026
PARK AVENUE SECURITIES LLC History Added to 1,345 491 0.0% 0.0% 411 +147 12.27% Q3 2026 Oct 26, 2026
Lifeworks Advisors, LLC History No change 1,377 491 0.05% 0.05% 412 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,322 482 0.01% 0.01% 413 +57 4.51% Q3 2026 Oct 20, 2026
USS Investment Management Ltd History No change 1,342 479 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Advisor Solutions, LLC History No change 1,336 477 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 06, 2026
Argent Trust Co History No change 1,326 473 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 1,317 470 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 12, 2026
AlphaGrep UK Ltd History No change 1,293 461 0.14% 0.14% 418 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 1,269 453 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,180 442 0.01% 0.01% 420 +51 4.52% Q3 2026 Oct 20, 2026
Savant Capital, LLC History No change 1,234 441 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
North Dakota State Investment Board History Reduced 1,200 438 0.02% 0.02% 422 -33 -2.68% Q3 2026 Oct 27, 2026
INGALLS & SNYDER LLC History No change 1,223 437 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 14, 2026
Edgestream Partners, L.P. History No change 1,224 437 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 1,223 436 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 07, 2026
Dynamic Technology Lab Private Ltd History No change 1,215 434 0.1% 0.1% 426 0 0.0% Q2 2026 Aug 13, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 1,210 432 0.08% 0.08% 427 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 1,201 429 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 10, 2026
Walleye Trading LLC History No change 1,200 428 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 03, 2026
MUFG SECURITIES AMERICAS INC. History No change 1,192 425 0.02% 0.02% 430 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 1,185 423 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 18, 2026
VAN ECK ASSOCIATES CORP History No change 1,183 422 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,163 415 0.05% 0.05% 433 0 0.0% Q2 2026 Aug 13, 2026
PAX Financial Group, LLC History No change 1,141 407 0.06% 0.06% 434 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History Added to 1,113 406 0.01% 0.0% 435 +682 158.24% Q3 2026 Oct 23, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,110 405 0.0% 0.0% 436 -266 -19.33% Q3 2026 Nov 02, 2026
R Squared Ltd History No change 1,135 405 0.21% 0.21% 437 0 0.0% Q2 2026 Aug 05, 2026
V-Square Quantitative Management LLC History Added to 1,108 404 0.04% 0.03% 438 +116 11.69% Q3 2026 Oct 15, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,052 402 0.01% 0.01% 439 0 0.0% Q2 2026 Jul 23, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 1,100 401 0.13% — 440 +1,100 New Q3 2026 Oct 23, 2026
OSAIC HOLDINGS, INC. History No change 1,119 400 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 1,117 399 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 12, 2026
E&G Advisors, LLC History No change 1,090 398 0.08% 0.08% 443 0 0.0% Q3 2026 Oct 13, 2026
Apollon Wealth Management, LLC History Added to 1,076 392 0.0% 0.0% 445 +211 24.39% Q3 2026 Oct 23, 2026
STRS OHIO History Reduced 1,075 392 0.0% 0.0% 444 -43 -3.85% Q3 2026 Oct 30, 2026
Curat Global, LLC History Added to 1,065 388 0.33% 0.31% 446 +230 27.54% Q3 2026 Oct 26, 2026
Gateway Wealth Partners, LLC History No change 1,079 385 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,049 383 0.0% 0.0% 448 +328 45.49% Q3 2026 Oct 23, 2026
Legacy Private Trust Co. History No change 1,050 383 0.02% 0.02% 449 0 0.0% Q3 2026 Oct 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 1,062 379 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 1,045 373 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History Added to 1,019 372 0.01% 0.0% 453 +310 43.72% Q3 2026 Oct 22, 2026
CI INVESTMENTS INC. History No change 1,042 372 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 1,042 372 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 1,038 370 0.09% 0.09% 455 0 0.0% Q2 2026 Aug 13, 2026
HANCOCK WHITNEY CORP History No change 1,035 369 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,031 368 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 1,028 367 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,015 362 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 987 352 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History Reduced 949 346 0.12% 0.11% 461 -123 -11.47% Q3 2026 Nov 04, 2026
J. Team Financial, Inc. History Added to 945 345 0.3% 0.28% 463 +131 16.09% Q3 2026 Nov 03, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History No change 968 345 0.19% 0.19% 462 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History Reduced 943 344 0.0% 0.0% 464 -134 -12.44% Q3 2026 Oct 30, 2026
Metis Global Partners, LLC History No change 962 343 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 10, 2026
Summit Financial, LLC History No change 956 341 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 12, 2026
Siemens Fonds Invest GmbH History No change 948 338 0.02% 0.02% 467 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History Reduced 924 337 0.13% 0.12% 468 -27 -2.84% Q3 2026 Oct 15, 2026
Diversified Trust Co History No change 941 336 0.01% 0.01% 469 0 0.0% Q2 2026 Jul 17, 2026
Fragasso Financial Advisors Inc History Added to 911 335 0.02% 0.02% 470 +68 8.07% Q3 2026 Oct 13, 2026
Worthington Financial Partners, LLC History No change 914 333 0.28% 0.27% 471 0 0.0% Q3 2026 Oct 13, 2026
Kera Capital Partners, Inc. History No change 931 332 0.03% 0.03% 472 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 922 329 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 10, 2026
OSLO PENSJONSFORSIKRING AS History No change 897 327 0.04% 0.04% 474 0 0.0% Q3 2026 Oct 15, 2026
SIT INVESTMENT ASSOCIATES INC History No change 886 317 0.01% 0.01% 475 0 0.0% Q2 2026 Aug 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 889 317 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 12, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 864 315 0.1% 0.08% 477 +161 22.9% Q3 2026 Oct 19, 2026
Laird Norton Wetherby Trust Company, LLC History No change 876 312 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 845 308 0.0% 0.0% 479 +114 15.6% Q3 2026 Nov 03, 2026
MBA Advisors LLC History Added to 833 304 0.1% 0.08% 481 +167 25.08% Q3 2026 Oct 29, 2026
Handelsbanken Fonder AB History No change 851 304 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 10, 2026
Quent Capital, LLC History No change 848 302 0.02% 0.02% 482 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 837 299 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 13, 2026
SUMMITRY LLC History No change 827 295 0.01% 0.01% 484 0 0.0% Q2 2026 Jul 21, 2026
Coastal Bridge Advisors, LLC History No change 828 295 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 17, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 822 293 0.06% 0.06% 486 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 812 290 0.0% 0.0% 487 0 0.0% Q2 2026 Aug 13, 2026
OSTRUM ASSET MANAGEMENT History No change 813 290 0.01% 0.01% 488 0 0.0% Q2 2026 Aug 13, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 799 285 0.01% 0.01% 489 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 796 284 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History New 773 282 0.0% — 491 +773 New Q3 2026 Oct 27, 2026
Center For Asset Management LLC History Reduced 769 280 0.13% 0.14% 492 -126 -14.08% Q3 2026 Oct 16, 2026
OSSIAM History No change 781 278 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 765 273 0.01% 0.01% 494 0 0.0% Q2 2026 Aug 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 760 271 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History Added to 741 270 0.0% 0.0% 496 +317 74.76% Q3 2026 Oct 14, 2026
Bull Harbor Capital LLC History No change 755 269 0.05% 0.05% 497 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 748 267 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 741 264 0.03% 0.03% 499 0 0.0% Q2 2026 Aug 13, 2026
Elyxium Wealth, LLC History Added to 707 258 0.03% 0.03% 501 +30 4.43% Q3 2026 Oct 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 706 258 0.01% 0.01% 500 0 0.0% Q3 2026 Nov 03, 2026
Abel Hall, LLC History Reduced 689 251 0.05% 0.04% 503 -1 -0.14% Q3 2026 Oct 19, 2026
Red Door Wealth Management, LLC History No change 703 251 0.02% 0.02% 502 0 0.0% Q2 2026 Jul 13, 2026
Versant Capital Management, Inc History Added to 683 249 0.02% 0.02% 504 +49 7.73% Q3 2026 Oct 01, 2026
Moors & Cabot, Inc. History No change 689 246 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 686 245 0.01% 0.01% 506 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 688 245 0.02% 0.02% 507 0 0.0% Q2 2026 Aug 04, 2026
Fifth Third Wealth Advisors LLC History Added to 666 243 0.01% 0.01% 508 +24 3.74% Q3 2026 Oct 22, 2026
JONES FINANCIAL COMPANIES LLLP History No change 677 240 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 14, 2026
BANK OF STOCKTON History No change 647 236 0.07% 0.06% 510 0 0.0% Q3 2026 Oct 19, 2026
World Investment Advisors History No change 693 227 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 620 226 0.0% 0.0% 512 +3 0.49% Q3 2026 Oct 15, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 634 226 0.0% 0.0% 513 0 0.0% Q2 2026 Sep 23, 2026
Somerset Trust Co History Added to 618 225 0.06% 0.06% 515 +12 1.98% Q3 2026 Oct 13, 2026
Smithfield Trust Co History No change 630 225 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 05, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 615 219 0.04% 0.04% 516 0 0.0% Q2 2026 Jul 21, 2026
HUB Investment Partners, LLC History New 597 218 0.0% — 520 +597 New Q3 2026 Nov 03, 2026
CX Institutional History Added to 596 218 0.01% 0.01% 518 +32 5.67% Q3 2026 Oct 02, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 613 218 0.03% 0.03% 517 0 0.0% Q2 2026 Aug 07, 2026
American Trust History No change 611 218 0.02% 0.02% 519 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History New 594 216 0.0% — 521 +594 New Q3 2026 Nov 04, 2026
Parcion Private Wealth LLC History Added to 591 215 0.01% 0.01% 522 +31 5.54% Q3 2026 Oct 28, 2026
Vontobel Holding Ltd. History Reduced 572 208 0.0% 0.0% 523 -75 -11.59% Q3 2026 Oct 16, 2026
Voleon Capital Management LP History No change 580 207 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 14, 2026
Paragon Capital Management Ltd History New 556 203 0.04% — 525 +556 New Q3 2026 Oct 09, 2026
Clearstead Advisors, LLC History No change 564 201 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 510 182 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 500 178 0.02% 0.02% 528 0 0.0% Q2 2026 Jul 20, 2026
New Age Alpha Advisors, LLC History No change 468 167 0.01% 0.01% 529 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 431 154 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 17, 2026
ROTHSCHILD INVESTMENT LLC History No change 427 152 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History Added to 379 138 0.0% 0.0% 532 +8 2.16% Q3 2026 Nov 04, 2026
Rossby Financial, LCC History No change 366 130 0.02% 0.02% 533 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History Added to 343 126 0.0% 0.0% 534 +278 427.69% Q3 2026 Oct 16, 2026
Ameritas Investment Partners, Inc. History No change 350 125 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 325 116 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 305 111 0.0% — 537 +305 New Q3 2026 Oct 21, 2026
Grove Bank & Trust History Added to 289 105 0.01% 0.01% 538 +8 2.85% Q3 2026 Oct 08, 2026
PRIVATE TRUST CO NA History Added to 275 100 0.01% 0.01% 539 +7 2.61% Q3 2026 Oct 20, 2026
SJS Investment Consulting Inc. History Added to 267 97 0.01% 0.01% 540 +9 3.49% Q3 2026 Oct 26, 2026
Wealth Enhancement Trust Services, Inc. History Added to 261 95 0.01% 0.0% 541 +223 586.84% Q3 2026 Oct 07, 2026
Caitong International Asset Management Co., Ltd History New 259 94 0.01% — 542 +259 New Q3 2026 Oct 29, 2026
Asset Dedication, LLC History No change 250 91 0.01% 0.01% 543 0 0.0% Q3 2026 Nov 02, 2026
Fortitude Family Office, LLC History Added to 221 80 0.01% 0.0% 545 +194 718.52% Q3 2026 Oct 14, 2026
Transamerica Financial Advisors, LLC History No change 225 80 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History New 212 77 0.01% — 547 +212 New Q3 2026 Oct 16, 2026
Employees Retirement System of Texas History No change 215 77 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History No change 212 75 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 04, 2026
FIRST FINANCIAL CORP /IN/ History No change 200 73 0.03% 0.02% 549 0 0.0% Q3 2026 Oct 13, 2026
True Wealth Design, LLC History Added to 195 71 0.02% 0.02% 550 +8 4.28% Q3 2026 Oct 13, 2026
Covestor Ltd History Reduced 185 68 0.04% 0.05% 551 -33 -15.14% Q3 2026 Oct 30, 2026
UMB Bank, n.a. History No change 180 64 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Reduced 173 63 0.0% 0.0% 553 -186 -51.81% Q3 2026 Oct 15, 2026
Institute for Wealth Management, LLC. History No change 168 59 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 28, 2026
Bayforest Capital Ltd History Reduced 160 58 0.09% 0.06% 556 -29 -15.34% Q3 2026 Nov 03, 2026
Quantum Portfolio Management LLC History No change 165 58 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 154 55 0.04% 0.04% 557 0 0.0% Q2 2026 Jul 31, 2026
WealthCollab, LLC History No change 153 54 0.02% 0.02% 558 0 0.0% Q2 2026 Aug 10, 2026
Essential Partners LLC History No change 130 47 0.02% 0.02% 559 0 0.0% Q3 2026 Oct 14, 2026
Deseret Mutual Benefit Administrators History Added to 128 46 0.02% 0.01% 561 +82 178.26% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History Added to 128 46 0.0% 0.0% 560 +1 0.79% Q3 2026 Oct 16, 2026
Colonial Trust Co / SC History No change 127 45 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 115 41 0.0% 0.0% 563 0 0.0% Q3 2026 Oct 23, 2026
MONTAG A & ASSOCIATES INC History No change 110 40 0.0% 0.0% 564 0 0.0% Q3 2026 Oct 29, 2026
Parkside Financial Bank & Trust History No change 108 39 0.0% 0.0% 565 0 0.0% Q3 2026 Oct 27, 2026
WPG Advisers, LLC History Added to 106 38 0.02% 0.02% 568 +3 2.91% Q3 2026 Oct 27, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 107 38 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 17, 2026
CYBER HORNET ETFs LLC History No change 107 38 0.02% 0.02% 567 0 0.0% Q2 2026 Aug 24, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 104 37 0.0% 0.0% 569 0 0.0% Q3 2026 Oct 14, 2026
Golden State Wealth Management, LLC History No change 103 37 0.0% 0.0% 570 0 0.0% Q3 2026 Nov 02, 2026
Horizon Investments, LLC History No change 1,298 36 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 13, 2026
Activest Wealth Management History No change 100 36 0.01% 0.01% 572 0 0.0% Q3 2026 Oct 15, 2026
Y.D. More Investments Ltd History Added to 94 34 0.0% — 574 +69 276.0% Q3 2026 Nov 02, 2026
Continuum Advisory, LLC History No change 96 34 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 94 33 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 90 33 0.01% 0.0% 576 0 0.0% Q3 2026 Oct 23, 2026
Cromwell Holdings LLC History Reduced 89 32 0.01% 0.01% 579 -5 -5.32% Q3 2026 Oct 28, 2026
CENTRAL TRUST Co History No change 91 32 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 31, 2026
EASTERN BANK History No change 90 32 0.0% 0.0% 578 0 0.0% Q3 2026 Oct 05, 2026
Provenance Wealth Advisors, LLC History Added to 83 30 0.0% 0.0% 580 +77 1283.33% Q3 2026 Oct 30, 2026
DT Investment Partners, LLC History No change 82 29 0.0% 0.0% 581 0 0.0% Q3 2026 Oct 27, 2026
Trifecta Capital Advisors, LLC History No change 80 29 0.0% 0.0% 582 0 0.0% Q3 2026 Oct 21, 2026
CVA Family Office, LLC History No change 81 28 0.0% 0.0% 583 0 0.0% Q2 2026 Aug 07, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 76 27 0.02% 0.02% 584 0 0.0% Q2 2026 Aug 04, 2026
Moisand Fitzgerald Tamayo, LLC History No change 64 23 0.0% 0.0% 585 0 0.0% Q3 2026 Oct 15, 2026
Vanguard National Trust Co History No change 67 23 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 61 22 0.0% 0.0% 587 -4 -6.15% Q3 2026 Oct 27, 2026
Alpine Bank Wealth Management History No change 61 22 0.0% 0.0% 588 0 0.0% Q3 2026 Oct 16, 2026
Caldwell Trust Co History No change 62 22 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 30, 2026
Reyes Financial Architecture, Inc. History New 59 21 0.01% — 592 +59 New Q3 2026 Oct 21, 2026
Cassaday & Co Wealth Management LLC History No change 60 21 0.0% 0.0% 590 0 0.0% Q3 2026 Oct 27, 2026
Sachetta, LLC History No change 60 21 0.01% 0.01% 591 0 0.0% Q2 2026 Jul 15, 2026
Piscataqua Savings Bank History No change 56 20 0.01% 0.01% 593 0 0.0% Q3 2026 Oct 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 54 19 0.0% 0.0% 594 -12 -18.18% Q3 2026 Oct 28, 2026
Ameritas Advisory Services, LLC History No change 53 18 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 47 17 0.0% 0.0% 597 +4 9.3% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 50 17 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 31, 2026
Nova Wealth Management, Inc. History No change 50 17 0.01% 0.01% 598 0 0.0% Q2 2026 Jul 13, 2026
Cedar Mountain Advisors, LLC History No change 46 16 0.0% 0.0% 599 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 45 16 0.0% 0.0% 600 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 43 15 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 43 15 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 11, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 39 14 0.0% — 607 +39 New Q3 2026 Oct 16, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 41 14 0.0% 0.0% 605 +17 70.83% Q3 2026 Oct 07, 2026
Measured Wealth Private Client Group, LLC History No change 40 14 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 10, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 40 14 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 22, 2026
Rakuten Securities, Inc. History No change 40 14 0.0% 0.0% 606 0 0.0% Q3 2026 Nov 02, 2026
Cape Investment Advisory, Inc. History Added to 33 12 0.0% 0.0% 610 +15 83.33% Q3 2026 Oct 13, 2026
PROSPERITY BANCSHARES INC History No change 34 12 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 14, 2026
Kemnay Advisory Services Inc. History No change 36 12 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 32 11 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
Colonial Trust Advisors History No change 31 11 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 31 11 0.0% 0.0% 613 0 0.0% Q3 2026 Oct 29, 2026
Caitlin John, LLC History No change 33 11 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 30 10 0.0% 0.0% 615 +15 100.0% Q3 2026 Oct 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 26 9 0.0% 0.0% 616 0 0.0% Q3 2026 Oct 22, 2026
Bell Investment Advisors, Inc History No change 25 9 0.0% 0.0% 617 0 0.0% Q3 2026 Oct 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 27 9 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 13, 2026
BFC Planning, Inc. History No change 25 9 0.0% 0.0% 619 0 0.0% Q2 2026 Oct 29, 2026
Clearstead Trust, LLC History No change 25 8 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 06, 2026
Princeton Global Asset Management LLC History No change 23 8 0.0% 0.0% 621 0 0.0% Q3 2026 Oct 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 20 7 0.0% 0.0% 622 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History No change 21 7 0.0% 0.0% 623 0 0.0% Q3 2026 Oct 22, 2026
JFS WEALTH ADVISORS, LLC History No change 20 7 0.0% 0.0% 624 0 0.0% Q3 2026 Nov 03, 2026
Latitude Advisors, LLC History New 18 6 0.0% — 629 +18 New Q3 2026 Oct 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 19 6 0.0% 0.0% 625 +6 46.15% Q3 2026 Oct 13, 2026
Physician Wealth Advisors, Inc. History Added to 18 6 0.0% 0.0% 626 +3 20.0% Q3 2026 Oct 20, 2026
Kilter Group LLC History No change 18 6 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 19 6 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History New 16 5 0.0% — 635 +16 New Q3 2026 Nov 03, 2026
Creative Capital Management Investments LLC History Added to 16 5 0.0% 0.0% 632 +5 45.45% Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Added to 13 5 0.0% 0.0% 633 +1 8.33% Q3 2026 Oct 30, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 14 5 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 15 5 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History No change 14 5 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 11, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 13 4 0.0% 0.0% 636 0 0.0% Q2 2026 Oct 30, 2026
Winch Advisory Services, LLC History No change 13 4 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 11 4 0.0% 0.0% 638 0 0.0% Q2 2026 Sep 15, 2026
Darwin Wealth Management, LLC History No change 11 4 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 21, 2026
Spire Wealth Management History No change 11 4 0.0% 0.0% 640 0 0.0% Q3 2026 Oct 30, 2026
UMB Private Wealth Management, LLC History New 10 3 0.0% — 651 +10 New Q3 2026 Oct 19, 2026
Essential Investment Partners LLC History New 9 3 0.0% — 650 +9 New Q3 2026 Oct 27, 2026
Capital Advisors, Ltd. LLC History Added to 7 3 0.0% 0.0% 643 +5 250.0% Q3 2026 Oct 27, 2026
Bay Harbor Wealth Management, LLC History Added to 9 3 0.0% 0.0% 646 +1 12.5% Q3 2026 Nov 03, 2026
GW&K Investment Management, LLC History No change 9 3 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT SECURITIES GROUP LLC History No change 9 3 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 9 3 0.0% 0.0% 644 0 0.0% Q3 2026 Oct 23, 2026
Bogart Wealth, LLC History No change 10 3 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 24, 2026
Torren Management, LLC History No change 9 3 0.0% 0.0% 647 0 0.0% Q3 2026 Oct 29, 2026
Ares Financial Consulting, LLC History No change 10 3 0.0% 0.0% 648 0 0.0% Q3 2026 Oct 19, 2026
James T. Borello RIA History No change 9 3 0.0% 0.0% 649 0 0.0% Q3 2026 Oct 16, 2026
ARMSTRONG ADVISORY GROUP, INC History New 7 2 0.0% — 664 +7 New Q3 2026 Oct 09, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 8 2 0.0% 0.0% 661 +1 14.29% Q3 2026 Oct 19, 2026
HM PAYSON & CO History No change 7 2 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 17, 2026
S&T BANK/PA History No change 7 2 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 8 2 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 27, 2026
Marquette Asset Management, LLC History No change 7 2 0.0% 0.0% 655 0 0.0% Q3 2026 Oct 09, 2026
Financial Management Professionals, Inc. History No change 7 2 0.0% 0.0% 656 0 0.0% Q3 2026 Oct 23, 2026
JNBA Financial Advisors History No change 6 2 0.0% 0.0% 657 0 0.0% Q3 2026 Nov 03, 2026
Quarry LP History No change 8 2 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History No change 7 2 0.0% 0.0% 659 0 0.0% Q3 2026 Oct 15, 2026
William B. Walkup & Associates, Inc. History No change 8 2 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 30, 2026
Park Square Financial Group, LLC History No change 7 2 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 7 2 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 04, 2026
Inspire Investing, LLC History Reduced 3 1 0.0% 0.1% 668 -6,696 -99.96% Q3 2026 Oct 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 5 1 0.0% — 682 +5 New Q3 2026 Oct 30, 2026
SBI Securities Co., Ltd. History Reduced 4 1 0.0% 0.0% 672 -4 -50.0% Q3 2026 Oct 21, 2026
Private Wealth Management Group, LLC History Reduced 5 1 0.0% 0.0% 676 -4 -44.44% Q3 2026 Oct 19, 2026
COUNTRY TRUST BANK History New 4 1 0.0% — 680 +4 New Q3 2026 Oct 30, 2026
William Mack & Associates, Inc. History New 4 1 0.0% — 681 +4 New Q3 2026 Oct 27, 2026
Avion Wealth History Reduced 3 1 0.0% 0.0% 671 -1 -25.0% Q3 2026 Nov 03, 2026
Clark Wealth Partners History Added to 4 1 0.0% 0.0% 678 +1 33.33% Q3 2026 Oct 16, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 5 1 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History No change 4 1 0.0% 0.0% 666 0 0.0% Q3 2026 Oct 26, 2026
AMERICAN NATIONAL BANK & TRUST History No change 4 1 0.0% 0.0% 667 0 0.0% Q3 2026 Oct 07, 2026
Crewe Advisors LLC History No change 3 1 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 23, 2026
Prestige Wealth Management Group LLC History No change 3 1 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 14, 2026
Abound Wealth Management History No change 3 1 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 26, 2026
WEST PACES ADVISORS INC. History No change 4 1 0.0% 0.0% 674 0 0.0% Q3 2026 Oct 13, 2026
Bare Financial Services, Inc History No change 3 1 0.0% 0.0% 675 0 0.0% Q3 2026 Nov 04, 2026
Navigoe, LLC History No change 3 1 0.0% 0.0% 677 0 0.0% Q3 2026 Nov 03, 2026
Basecamp Wealth Advisors LLC History No change 5 1 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
Arnhold LLC History Closed out 0 0 — 1.41% — -56,338 -100.0% Q3 2026 Oct 26, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.03% — -4,435 -100.0% Q3 2026 Oct 16, 2026
Accurate Wealth Management, LLC History Closed out 0 0 — 0.09% — -2,572 -100.0% Q3 2026 Oct 20, 2026
CenterBook Partners LP History Closed out 0 0 — 0.04% — -2,465 -100.0% Q3 2026 Nov 02, 2026
Raiffeisen Bank International AG History Closed out 0 0 — 0.01% — -2,314 -100.0% Q3 2026 Oct 28, 2026
Leonteq Securities AG History Reduced 2 0 — 0.02% — -1,624 -99.88% Q3 2026 Oct 29, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.09% — -1,100 -100.0% Q3 2026 Nov 03, 2026
DAVENPORT & Co LLC History Closed out 0 0 — 0.0% — -1,031 -100.0% Q3 2026 Oct 14, 2026
111 Capital History Closed out 0 0 — 0.04% — -627 -100.0% Q3 2026 Nov 03, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.01% — -598 -100.0% Q3 2026 Oct 23, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.01% — -576 -100.0% Q3 2026 Oct 27, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.01% — -111 -100.0% Q3 2026 Oct 22, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -71 -100.0% Q3 2026 Oct 16, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2026 Oct 15, 2026
BARRETT & COMPANY, INC. History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2026 Oct 22, 2026
Investors Research Corp History Closed out 0 0 — 0.0% — -38 -100.0% Q3 2026 Oct 07, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 20, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q3 2026 Nov 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 2 0 — — — +2 New Q3 2026 Nov 04, 2026
ALBION FINANCIAL GROUP /UT History New 2 0 — — — +2 New Q3 2026 Oct 21, 2026
BFSG, LLC History New 2 0 — — — +2 New Q3 2026 Oct 30, 2026
GoalVest Advisory LLC History New 2 0 — — — +2 New Q3 2026 Oct 02, 2026
BIRCH FINANCIAL GROUP, LLC History New 2 0 — — — +2 New Q3 2026 Oct 27, 2026
Signature Equity Partners, LLC History New 2 0 — — — +2 New Q3 2026 Oct 29, 2026
DecisionPoint Financial, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Oct 27, 2026
Ashurst Perkins Coie Trust Co History New 1 0 — — — +1 New Q3 2026 Oct 14, 2026
Oakworth Capital, Inc. History New 1 0 — — — +1 New Q3 2026 Oct 26, 2026
CoreCap Advisors, LLC History New 1 0 — — — +1 New Q3 2026 Oct 08, 2026
Arlington Trust Co LLC History New 1 0 — — — +1 New Q3 2026 Oct 20, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 1 0 — — — +1 New Q3 2026 Oct 15, 2026
MASECO LLP History New 1 0 — — — +1 New Q3 2026 Oct 27, 2026
Birchwood Financial Partners, Inc. History New 1 0 — — — +1 New Q3 2026 Nov 02, 2026
MOTCO History No change 2 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
WestEnd Advisors, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Banque Cantonale Vaudoise History No change 430 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Key FInancial Inc History No change 2 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
SHP Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Mosley Wealth Management History No change 1 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Redwood Park Advisors LLC History No change 1 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Aventura Private Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Burk Holdings LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Meramec Financial Planners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Financial Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 28, 2026
Sunrise Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
1015 Capital Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026