EMERA INC - EMA

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
ROYAL BANK OF CANADA History No change 18,289,306 969,699 0.14% 0.14% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 18,234,433 966,262 0.32% 0.32% 2 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 12,825,938 679,743 1.09% 1.09% 3 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 12,029,504 638,095 0.46% 0.46% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 8,743,912 463,812 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
ATLAS Infrastructure Partners (UK) Ltd. History No change 7,069,271 374,812 11.36% 11.36% 6 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 5,087,963 269,792 0.23% 0.23% 7 0 0.0% Q2 2026 Aug 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 4,687,423 269,149 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 4,599,834 243,490 0.91% 0.91% 9 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 4,417,803 234,231 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Added to 4,654,934 223,734 0.58% 0.64% 11 +21,441 0.46% Q3 2026 Oct 16, 2026
MORGAN STANLEY History No change 4,138,546 219,425 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 3,937,892 208,673 0.12% 0.12% 13 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 3,812,208 201,789 0.14% 0.14% 14 0 0.0% Q2 2026 Aug 10, 2026
Legal & General Group Plc History No change 3,652,929 193,697 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 3,317,241 175,948 0.27% 0.27% 16 0 0.0% Q2 2026 Aug 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 3,518,289 168,116 0.18% 0.29% 17 -375,770 -9.65% Q3 2026 Nov 02, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,701,295 143,287 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 2,519,911 133,528 0.15% 0.15% 19 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 2,339,355 124,088 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 13, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 1,161,790 87,401 0.82% 0.82% 21 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 1,437,360 76,167 0.14% 0.14% 22 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 1,381,341 73,611 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,232,687 65,257 0.05% 0.05% 24 0 0.0% Q2 2026 Sep 09, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 1,291,282 61,721 1.86% 2.97% 25 -676,953 -34.39% Q3 2026 Nov 03, 2026
Federation des caisses Desjardins du Quebec History No change 1,007,826 53,265 0.16% 0.16% 26 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 979,400 51,799 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 973,134 51,600 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 832,107 44,118 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Hillsdale Investment Management Inc. History No change 821,776 43,544 0.99% 0.99% 30 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 797,572 42,287 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
Covalis Capital LLP History No change 734,477 38,946 2.2% 2.2% 32 0 0.0% Q2 2026 Aug 13, 2026
QV Investors Inc. History Reduced 743,263 35,610 2.61% 3.05% 33 -3,963 -0.53% Q3 2026 Oct 20, 2026
FIRST TRUST ADVISORS LP History No change 647,005 34,305 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 11, 2026
Woodbridge CO LTD History No change 631,641 33,489 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 623,418 33,037 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 615,175 32,598 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 608,283 32,265 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History Added to 672,962 32,202 0.07% 0.08% 39 +16,748 2.55% Q3 2026 Nov 05, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 425,732 32,027 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 03, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 586,986 31,105 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 574,221 30,445 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 504,036 26,723 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 14, 2026
SIG North Trading, ULC History No change 439,900 23,323 0.43% 0.43% 44 0 0.0% Q2 2026 Aug 14, 2026
MUFG SECURITIES (CANADA), LTD. History No change 432,773 22,919 0.62% 0.62% 45 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 404,741 21,459 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 07, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 374,894 19,866 0.12% 0.12% 47 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 374,377 19,858 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
Harvest Portfolios Group Inc. History No change 356,449 18,907 0.27% 0.27% 49 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 350,465 18,568 0.43% 0.43% 50 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 383,917 18,362 0.0% 0.0% 51 +46,564 13.8% Q3 2026 Nov 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 310,420 16,426 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Purpose Unlimited Inc. History No change 308,000 16,373 0.63% 0.63% 53 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 302,550 16,048 0.04% 0.04% 54 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 299,438 15,876 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 293,583 15,565 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
Aviso Financial Inc. History No change 274,692 14,564 0.51% 0.51% 57 0 0.0% Q2 2026 Aug 13, 2026
Addenda Capital Inc. History Reduced 206,159 14,022 0.37% 0.86% 58 -215,634 -51.12% Q3 2026 Oct 13, 2026
GABELLI FUNDS LLC History No change 249,000 13,202 0.08% 0.08% 59 0 0.0% Q2 2026 Aug 12, 2026
D. E. Shaw & Co., Inc. History No change 243,041 12,878 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 239,864 12,717 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
Beutel, Goodman & Co Ltd. History Reduced 256,268 12,277 0.1% 0.1% 62 -11,400 -4.26% Q3 2026 Nov 04, 2026
Nuveen, LLC History No change 222,070 11,775 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 207,077 10,973 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management, Inc. History Reduced 221,475 10,613 0.24% 0.29% 65 -2,340 -1.05% Q3 2026 Oct 16, 2026
CITIGROUP INC History Added to 212,462 10,179 0.0% 0.0% 66 +61,497 40.74% Q3 2026 Nov 04, 2026
Quadrature Capital Ltd History No change 182,573 9,680 0.08% 0.08% 67 0 0.0% Q2 2026 Aug 06, 2026
APG Asset Management N.V. History No change 206,754 9,589 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 180,149 9,551 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 180,053 9,546 0.0% 0.0% 70 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 177,922 9,432 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 169,747 9,000 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 160,400 8,504 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Guardian Partners Inc. History Added to 168,560 8,075 0.72% 0.77% 74 +7,850 4.88% Q3 2026 Oct 21, 2026
Neuberger Berman Group LLC History No change 151,218 8,018 0.01% 0.01% 75 0 0.0% Q2 2026 Oct 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 147,469 7,818 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 158,570 7,584 0.0% 0.0% 77 +101,606 178.37% Q3 2026 Nov 02, 2026
VAN ECK ASSOCIATES CORP History No change 130,088 6,893 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 116,700 6,184 0.2% 0.2% 79 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 115,080 6,102 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 114,074 6,050 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History Added to 120,628 5,779 0.01% 0.01% 82 +110 0.09% Q3 2026 Nov 03, 2026
CANADA LIFE ASSURANCE Co History No change 105,455 5,573 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 99,046 5,251 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 83,900 4,446 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 13, 2026
Alberta Investment Management Corp History No change 82,818 4,388 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 06, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 70,359 3,730 0.31% 0.31% 87 0 0.0% Q2 2026 Aug 11, 2026
DekaBank Deutsche Girozentrale History Added to 77,050 3,689 0.0% 0.0% 88 +39,932 107.58% Q3 2026 Oct 27, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 70,798 3,386 0.0% 0.0% 89 +45,057 175.04% Q3 2026 Nov 04, 2026
1832 Asset Management L.P. History No change 62,414 3,309 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 60,605 3,213 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 58,900 3,123 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 23, 2026
Tacita Capital Inc History No change 57,086 3,022 1.64% 1.64% 93 0 0.0% Q2 2026 Aug 10, 2026
MILLENNIUM MANAGEMENT LLC History No change 56,901 3,016 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 55,176 2,925 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Sky Investment Group LLC History Reduced 53,835 2,574 0.28% 0.45% 96 -140 -0.26% Q3 2026 Oct 30, 2026
Greenland Capital Management LP History No change 48,310 2,561 0.32% 0.32% 97 0 0.0% Q2 2026 Aug 12, 2026
Capital World Investors History No change 46,681 2,476 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 45,621 2,418 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Corp of Ontario History No change 43,673 2,315 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 42,787 2,268 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 40,039 2,123 0.02% 0.02% 102 0 0.0% Q2 2026 Jul 23, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 35,494 1,881 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
ALPS ADVISORS INC History Added to 34,552 1,652 0.01% 0.01% 104 +1,748 5.33% Q3 2026 Nov 02, 2026
ALLIANCEBERNSTEIN L.P. History No change 31,679 1,643 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 30,423 1,613 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 30,101 1,596 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 29,540 1,567 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 27,723 1,469 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 26,564 1,408 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History Reduced 27,221 1,301 0.11% 0.13% 111 -673 -2.41% Q3 2026 Oct 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 24,503 1,299 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 17, 2026
FMR LLC History No change 24,457 1,297 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 24,080 1,276 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 17, 2026
Swiss Life Asset Management Ltd History Added to 26,384 1,263 0.01% 0.01% 115 +280 1.07% Q3 2026 Nov 03, 2026
Fiera Capital Corp History No change 22,285 1,179 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 07, 2026
Quantbot Technologies LP History No change 22,003 1,166 0.05% 0.05% 117 0 0.0% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History Added to 21,825 1,043 0.01% 0.01% 118 +556 2.61% Q3 2026 Oct 21, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 20,955 1,002 0.66% 0.71% 119 -50 -0.24% Q3 2026 Oct 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 17,496 926 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 17,328 917 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 12, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 19,015 911 0.04% 0.05% 122 -200 -1.04% Q3 2026 Oct 28, 2026
Brevan Howard Capital Management LP History No change 15,451 819 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 15,300 811 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History Reduced 11,580 787 0.0% 0.05% 125 -233,139 -95.27% Q3 2026 Nov 03, 2026
Generali Asset Management SPA SGR History Reduced 11,051 751 0.01% 0.02% 127 -1,770 -13.81% Q3 2026 Oct 26, 2026
Vident Advisory, LLC History No change 14,179 751 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 14,033 744 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Added to 10,276 698 0.0% 0.0% 130 +2,900 39.32% Q3 2026 Oct 26, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 14,600 698 0.09% 0.09% 129 0 0.0% Q3 2026 Nov 04, 2026
Baskin Financial Services Inc. History Added to 13,700 654 0.05% 0.02% 131 +8,000 140.35% Q3 2026 Oct 19, 2026
Qtron Investments LLC History No change 11,305 599 0.08% 0.08% 132 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,866 567 0.04% 0.04% 133 0 0.0% Q3 2026 Nov 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 10,510 557 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 10,189 540 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 9,819 520 0.02% 0.02% 136 0 0.0% Q2 2026 Jul 20, 2026
Orion Porfolio Solutions, LLC History No change 9,424 499 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 9,009 477 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 27, 2026
IEQ CAPITAL, LLC History No change 8,995 476 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN CAPITAL LP History No change 8,944 474 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 8,485 449 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 8,396 445 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
111 Capital History Reduced 8,911 425 0.06% 0.28% 143 -21,886 -71.07% Q3 2026 Nov 03, 2026
Advisors Asset Management, Inc. History No change 7,906 419 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Reduced 7,927 379 0.0% 0.01% 145 -1,628 -17.04% Q3 2026 Oct 28, 2026
K.J. Harrison & Partners Inc History No change 7,128 377 0.05% 0.05% 146 0 0.0% Q2 2026 Aug 07, 2026
Gotham Asset Management, LLC History No change 6,871 364 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 6,875 364 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 6,602 350 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 27, 2026
Versant Capital Management, Inc History Reduced 7,114 340 0.03% 0.04% 150 -282 -3.81% Q3 2026 Oct 01, 2026
HSBC HOLDINGS PLC History No change 6,154 325 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 6,105 323 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 6,072 321 0.0% 0.0% 153 0 0.0% Q2 2026 Sep 02, 2026
Tidal Investments LLC History No change 5,917 313 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
LOUISBOURG INVESTMENTS INC. History No change 6,400 306 0.06% 0.06% 155 0 0.0% Q3 2026 Oct 20, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 5,725 303 0.16% 0.16% 156 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 5,500 291 0.0% 0.0% 157 0 0.0% Q2 2026 Sep 08, 2026
Aaron Wealth Advisors LLC History Reduced 5,890 281 0.01% 0.02% 158 -2,963 -33.47% Q3 2026 Oct 13, 2026
CREDIT AGRICOLE S A History No change 5,141 272 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 5,088 269 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 4,982 264 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 17, 2026
CIGNA INVESTMENTS INC /NEW History Added to 5,422 260 0.03% 0.03% 162 +417 8.33% Q3 2026 Oct 19, 2026
One Capital Management, LLC History No change 4,955 256 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 13, 2026
TOWER BRIDGE ADVISORS History No change 4,771 252 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 12, 2026
American Trust Investment Advisors, LLC History No change 4,685 248 0.12% 0.12% 165 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,223 236 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,768 218 0.0% 0.0% 167 +530 12.51% Q3 2026 Oct 13, 2026
SIGNATUREFD, LLC History Added to 4,507 215 0.0% 0.0% 168 +1,265 39.02% Q3 2026 Oct 23, 2026
WESTWOOD HOLDINGS GROUP INC History No change 3,979 210 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
USS Investment Management Ltd History No change 3,809 202 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 2,865 151 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 10, 2026
VIRTUS ADVISERS, LLC History No change 1,989 149 0.06% 0.06% 172 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,640 142 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History No change 2,500 119 0.01% 0.01% 174 0 0.0% Q3 2026 Oct 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,479 78 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 13, 2026
LOM Asset Management Ltd History No change 1,030 77 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,550 74 0.0% 0.0% 177 +1,493 2619.3% Q3 2026 Oct 28, 2026
EverSource Wealth Advisors, LLC History Added to 1,367 65 0.0% 0.0% 178 +357 35.35% Q3 2026 Nov 04, 2026
ASSETMARK, INC History New 1,215 58 0.0% — 179 +1,215 New Q3 2026 Oct 21, 2026
WELLS FARGO & COMPANY/MN History No change 798 42 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Added to 848 40 0.0% 0.0% 182 +731 624.79% Q3 2026 Oct 29, 2026
WELLINGTON-ALTUS USA INC. History No change 561 40 0.03% 0.03% 181 0 0.0% Q2 2026 Sep 17, 2026
Fideuram Asset Management (Ireland) dac History Reduced 567 39 0.0% 0.02% 183 -10,408 -94.83% Q3 2026 Oct 29, 2026
MATHER GROUP, LLC. History New 803 38 0.0% — 184 +803 New Q3 2026 Oct 14, 2026
US BANCORP \DE\ History Added to 573 27 0.0% 0.0% 185 +210 57.85% Q3 2026 Nov 05, 2026
Parallel Advisors, LLC History Added to 570 27 0.0% 0.0% 186 +10 1.79% Q3 2026 Nov 03, 2026
Gold Investment Management Ltd. History No change 575 27 0.01% 0.01% 187 0 0.0% Q3 2026 Oct 19, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 500 26 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 07, 2026
SIMPLEX TRADING, LLC History New 425 20 0.0% — 190 +425 New Q3 2026 Nov 04, 2026
HUNTINGTON NATIONAL BANK History No change 396 20 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 385 18 0.0% 0.0% 191 +165 75.0% Q3 2026 Oct 08, 2026
True Wealth Design, LLC History Added to 333 15 0.0% 0.0% 194 +96 40.51% Q3 2026 Oct 13, 2026
Rockefeller Capital Management L.P. History No change 293 15 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
Coston, McIsaac & Partners History No change 300 15 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History No change 300 14 0.0% 0.0% 195 0 0.0% Q3 2026 Oct 06, 2026
OSAIC HOLDINGS, INC. History No change 266 14 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History Reduced 273 13 0.0% 0.0% 197 -225 -45.18% Q3 2026 Nov 05, 2026
LANARK FINANCIAL, INC. History No change 230 11 0.0% 0.0% 198 0 0.0% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 200 10 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 07, 2026
Bare Financial Services, Inc History Reduced 170 8 0.0% 0.0% 200 -51 -23.08% Q3 2026 Nov 04, 2026
HM PAYSON & CO History No change 134 7 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 17, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 153 7 0.0% 0.0% 202 0 0.0% Q3 2026 Oct 07, 2026
Pinnacle Wealth Planning Services, Inc. History New 119 5 0.0% — 205 +119 New Q3 2026 Oct 27, 2026
Financial Management Professionals, Inc. History Added to 119 5 0.0% — 203 +116 3866.67% Q3 2026 Oct 23, 2026
Global Retirement Partners, LLC History No change 96 5 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History New 94 4 0.0% — 208 +94 New Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History Reduced 84 4 0.0% 0.0% 206 -69 -45.1% Q3 2026 Oct 23, 2026
Silver Grove Financial Group, Inc. History No change 84 4 0.0% 0.0% 207 0 0.0% Q3 2026 Nov 05, 2026
FIFTH THIRD BANCORP History New 73 3 0.0% — 210 +73 New Q3 2026 Nov 05, 2026
Kilter Group LLC History No change 60 3 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
Parkside Financial Bank & Trust History New 57 2 0.0% — 212 +57 New Q3 2026 Oct 27, 2026
JFS WEALTH ADVISORS, LLC History No change 53 2 0.0% 0.0% 211 0 0.0% Q3 2026 Nov 03, 2026
Ascentis Wealth Management, LLC History New 34 1 0.0% — 218 +34 New Q3 2026 Nov 03, 2026
PRIVATE TRUST CO NA History New 26 1 0.0% — 217 +26 New Q3 2026 Oct 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 35 1 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 21 1 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 37 1 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 28 1 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -19,448 -100.0% Q3 2026 Oct 16, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 — 0.0% — -14,644 -100.0% Q3 2026 Nov 05, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.0% — -5,118 -100.0% Q3 2026 Oct 15, 2026
ABN AMRO INVESTMENT SOLUTIONS History Closed out 0 0 — 0.0% — -4,349 -100.0% Q3 2026 Oct 21, 2026
JCIC Asset Management Inc. History Closed out 0 0 — 0.02% — -1,385 -100.0% Q3 2026 Oct 30, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2026 Oct 16, 2026
Wilmington Savings Fund Society, FSB History New 14 0 — — — +14 New Q3 2026 Oct 23, 2026
Provenance Wealth Advisors, LLC History New 13 0 — — — +13 New Q3 2026 Oct 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5 0 — — — -5 -50.0% Q3 2026 Nov 04, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 9 0 — — — -1 -10.0% Q3 2026 Oct 29, 2026
RHUMBLINE ADVISERS History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 8 0 — — — 0 0.0% Q3 2026 Nov 03, 2026
SJS Investment Consulting Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
LRI Investments, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 14, 2026