Embecta Corp. - EMBC

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 4,599,771 14,995 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
YACKTMAN ASSET MANAGEMENT LP History No change 4,315,952 14,070 0.17% 0.17% 2 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,557,148 8,336 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 2,534,961 8,263 0.09% 0.09% 4 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History No change 2,355,117 7,677 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 17, 2026
AMERIPRISE FINANCIAL INC History No change 2,038,731 6,646 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,996,747 6,509 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,610,666 5,250 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,594,457 5,198 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
BRIGADE CAPITAL MANAGEMENT, LP History No change 1,516,453 4,943 0.93% 0.93% 10 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,162,041 3,788 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
Krensavage Asset Management, LLC History No change 1,135,340 3,701 1.41% 1.41% 12 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,098,389 3,580 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,069,786 3,487 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,027,514 3,349 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 976,587 3,169 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 945,968 3,083 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 861,281 2,797 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 829,099 2,702 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 650,070 2,119 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History No change 639,378 2,084 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 581,480 1,895 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 558,886 1,821 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 527,109 1,718 0.0% 0.0% 24 0 0.0% Q2 2026 Sep 02, 2026
Atom Investors LP History No change 500,470 1,631 0.15% 0.15% 25 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 485,170 1,581 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 473,482 1,544 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 465,791 1,518 0.0% 0.0% 28 0 0.0% Q2 2026 Sep 02, 2026
MACKENZIE FINANCIAL CORP History No change 392,559 1,279 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 391,953 1,277 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Saba Capital Management, L.P. History No change 387,305 1,262 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
CWA Asset Management Group, LLC History No change 374,947 1,222 0.04% 0.04% 32 0 0.0% Q2 2026 Jul 14, 2026
MARSHALL WACE, LLP History No change 357,188 1,164 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 342,747 1,117 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 335,551 1,093 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 324,816 1,058 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 306,511 999 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 300,733 980 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 249,563 813 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 06, 2026
Axxion S.A. History No change 245,978 801 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 245,099 799 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 89,688 792 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 229,229 747 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 03, 2026
Inspire Investing, LLC History No change 208,904 681 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 12, 2026
Jain Global LLC History No change 206,166 672 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 201,607 657 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 201,306 656 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 193,264 629 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 186,910 609 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 181,247 590 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 175,130 570 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 165,043 538 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 161,997 528 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 161,839 527 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 160,246 522 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 144,692 471 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 141,472 461 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 134,146 437 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 131,553 428 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 06, 2026
Squarepoint Ops LLC History No change 131,214 427 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History No change 123,701 403 0.01% 0.01% 61 0 0.0% Q2 2026 Jul 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 114,748 374 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 113,955 371 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 113,950 371 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 04, 2026
Swiss National Bank History No change 109,620 357 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
OMERS ADMINISTRATION Corp History No change 107,445 350 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 103,992 339 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 100,129 326 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 99,752 325 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 98,935 322 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 98,677 321 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 96,395 315 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
MIROVA History No change 80,139 261 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 79,212 258 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 78,162 254 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 76,475 249 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 75,480 246 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 73,679 240 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 27, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 70,746 230 0.0% 0.0% 79 0 0.0% Q2 2026 Jul 24, 2026
Headlands Technologies LLC History No change 70,635 230 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 69,427 226 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
SummerHaven Investment Management, LLC History No change 67,255 219 0.12% 0.12% 82 0 0.0% Q2 2026 Jul 21, 2026
WELLS FARGO & COMPANY/MN History No change 65,310 212 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History No change 63,400 206 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 30, 2026
AXQ CAPITAL, LP History No change 61,763 201 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 60,337 196 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 59,667 194 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History No change 57,180 186 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 56,216 183 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 50,000 163 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 48,032 156 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
CEERA INVESTMENTS, LLC History No change 44,235 144 0.06% 0.06% 92 0 0.0% Q2 2026 Aug 05, 2026
Legal & General Group Plc History No change 43,048 140 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 40,677 132 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 17, 2026
Vanguard Personalized Indexing Management, LLC History No change 40,734 132 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History No change 37,368 121 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 36,841 120 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 35,906 117 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 06, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 35,680 116 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 35,333 115 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 35,068 114 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 34,500 112 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 34,031 110 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 32,900 107 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 31,307 102 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 29,399 97 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 25,570 83 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 10, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 25,262 82 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 04, 2026
NANO CAP NEW MILLENNIUM GROWTH FUND L P History No change 25,000 81 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 25,025 81 0.0% 0.0% 110 0 0.0% Q2 2026 Sep 23, 2026
AE Wealth Management LLC History No change 24,410 79 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 03, 2026
Jupiter Topco LLC History No change 23,972 78 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 22,338 72 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 22,040 71 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 21,933 71 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 20,236 65 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 19,670 64 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Hennion & Walsh Asset Management, Inc. History No change 19,555 63 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 18,358 59 0.0% 0.0% 119 0 0.0% Q2 2026 Sep 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 18,409 59 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 15, 2026
Callan Family Office, LLC History No change 17,782 57 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,087 55 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 29, 2026
Allspring Global Investments Holdings, LLC History No change 16,374 55 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 16,493 53 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
Amundi History No change 16,405 53 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 16,336 52 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 16,141 52 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 23, 2026
TWO SIGMA SECURITIES, LLC History No change 15,715 51 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History No change 15,772 51 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 06, 2026
Arizona State Retirement System History No change 15,523 50 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 07, 2026
Pallas Capital Advisors LLC History No change 15,338 50 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Investments Australia, Ltd. History No change 14,349 46 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,050 45 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 13,214 43 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
State of Tennessee, Department of Treasury History No change 13,017 42 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 11,766 38 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
KLP KAPITALFORVALTNING AS History No change 11,900 38 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 11,833 38 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 11,624 37 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 11,076 36 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Laurion Capital Management LP History No change 11,265 36 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 10,583 34 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 10,696 34 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History No change 10,013 32 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 06, 2026
One Wealth Advisors, LLC History No change 10,066 32 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History No change 9,377 30 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 9,099 29 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 6,710 21 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 6,571 21 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 10, 2026
SBI Securities Co., Ltd. History No change 6,316 20 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 22, 2026
North Star Investment Management Corp. History No change 5,985 19 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 28, 2026
Caitong International Asset Management Co., Ltd History No change 5,747 18 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 04, 2026
GAMMA Investing LLC History No change 5,408 17 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 07, 2026
OSAIC HOLDINGS, INC. History No change 5,019 16 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 4,898 15 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Investment Partners, Inc. History No change 4,890 15 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,119 11 0.0% 0.0% 157 +429 25.38% Q3 2026 Oct 05, 2026
BNP Paribas Asset Management Holding S.A. History No change 3,412 11 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Covestor Ltd History No change 3,037 10 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 2,737 9 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 1,174 4 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 1,409 4 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
Capital Analysts, LLC History No change 1,219 4 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 1,485 4 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 1,368 4 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 1,479 4 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 17, 2026
Versant Capital Management, Inc History New 622 3 0.0% — 170 +622 New Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 905 3 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
ATWOOD & PALMER INC History No change 1,040 3 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 08, 2026
Sterling Capital Management LLC History No change 1,206 3 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 28, 2026
TrinityBridge Ltd History No change 665 2 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 11, 2026
Siemens Fonds Invest GmbH History No change 701 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
VEGA INVESTMENT SOLUTIONS History No change 816 2 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 326 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 308 1 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 325 1 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History No change 556 1 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 320 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History No change 188 1 0.0% — 179 0 0.0% Q3 2026 Oct 05, 2026
WHITTIER TRUST CO History No change 374 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
GHP Investment Advisors, Inc. History No change 428 1 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 17, 2026
IFP Advisors, Inc History No change 578 1 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 422 1 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 371 1 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 582 1 0.0% 0.0% 185 0 0.0% Q2 2026 Sep 08, 2026
Spire Wealth Management History No change 404 1 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 15, 2026
Optiver Holding B.V. History No change 424 1 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History No change 478 1 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 20, 2026
Banque Transatlantique SA History No change 166 1 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 30, 2026
BROWN BROTHERS HARRIMAN & CO History No change 50 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 105 0 — — — 0 0.0% Q2 2026 Sep 02, 2026
FIRST HORIZON CORP History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
CULLEN/FROST BANKERS, INC. History No change 240 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
CENTRAL TRUST Co History No change 16 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
GILL CAPITAL PARTNERS, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
SouthState Bank Corp History No change 3 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 72 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 48 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Clearstead Advisors, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
GODSEY & GIBB, INC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
BARRETT & COMPANY, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Wilmington Savings Fund Society, FSB History No change 110 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
ALERUS FINANCIAL NA History No change 22 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 167 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 231 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
UMB Bank, n.a. History No change 207 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smithfield Trust Co History No change 42 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 71 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
WEBSTER BANK, N. A. History No change 206 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 10 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TRUST CO OF VERMONT History No change 157 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 62 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 73 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 98 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 44 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Bangor Savings Bank History No change 47 0 — — — 0 0.0% Q3 2026 Oct 06, 2026
Manchester Capital Management LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 42 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Asset Dedication, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History No change 31 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 132 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Colonial Trust Advisors History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 69 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
JNBA Financial Advisors History No change 49 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Blume Capital Management, Inc. History No change 100 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Oakworth Capital, Inc. History No change 46 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 41 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MCF Advisors LLC History No change 100 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Trust Co History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
NewEdge Advisors, LLC History No change 158 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
Moisand Fitzgerald Tamayo, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Grove Bank & Trust History No change 2 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Parallel Advisors, LLC History No change 95 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 44 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Bogart Wealth, LLC History No change 161 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Measured Wealth Private Client Group, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 67 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CNB Bank History No change 300 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History No change 219 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Princeton Global Asset Management LLC History No change 60 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Prestige Wealth Management Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 163 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 154 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Key FInancial Inc History No change 18 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Elevated Capital Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Aberdeen Wealth Management LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Game Plan Financial Advisors, LLC History No change 151 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Center for Financial Planning, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
SHP Wealth Management History No change 47 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
First Pacific Financial History No change 14 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Fortis Group Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 130 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
TFC Financial Management, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Piscataqua Savings Bank History No change 10 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Bank of New Hampshire History No change 1 0 — — — 0 0.0% Q3 2026 Oct 06, 2026
JTC Employer Solutions Trustee Ltd History No change 112 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Private Wealth Asset Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Bell Investment Advisors, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
CoreCap Advisors, LLC History No change 103 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Quent Capital, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Strengthening Families & Communities, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Colonial Trust Co / SC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Trifecta Capital Advisors, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 32 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Cherry Tree Wealth Management, LLC History No change 108 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
CGC Financial Services, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
DiNuzzo Private Wealth, Inc. History No change 22 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
TD Waterhouse Canada Inc. History No change 91 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
PFS Partners, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Hara Capital LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 124 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Sachetta, LLC History No change 104 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Atlantic Edge Private Wealth Management, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Hilltop National Bank History No change 20 0 — — — 0 0.0% Q2 2026 Jul 01, 2026
Federation des caisses Desjardins du Quebec History No change 236 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History No change 106 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 61 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
VSM Wealth Advisory, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
LOUISBOURG INVESTMENTS INC. History No change 17 0 — — — 0 0.0% Q2 2026 Jul 22, 2026