Enel Chile S.A. - ENIC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 13,933,584 | 62,701 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 6,181,677 | 27,817 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 4,722,676 | 21,252 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Fundamenta Capital S.A. | History | Added to | 4,947,536 | 20,928 | 14.62% | 12.72% | 4 | +72,173 | 1.48% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 3,906,048 | 17,577 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truxt Investmentos Ltda. | History | Added to | 3,013,924 | 12,748 | 5.37% | 12.74% | 6 | +561,392 | 22.89% | Q3 2026 | Nov 03, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,421,478 | 10,896 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,130,188 | 9,585 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco BTG Pactual S.A. | History | No change | 1,138,705 | 5,124 | 0.43% | 0.43% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 1,089,800 | 4,904 | 0.3% | 0.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,080,312 | 4,861 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,047,517 | 4,713 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 852,124 | 3,834 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 711,381 | 3,201 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 655,920 | 2,774 | 0.0% | 0.0% | 15 | -86,122 | -11.61% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 606,723 | 2,730 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 597,465 | 2,688 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 553,116 | 2,489 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raiffeisen Bank International AG | History | Added to | 574,800 | 2,437 | 0.03% | 0.03% | 19 | +51,000 | 9.74% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 455,105 | 2,047 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 415,631 | 1,758 | 0.05% | 0.05% | 21 | +55,780 | 15.5% | Q3 2026 | Oct 19, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 392,863 | 1,663 | 0.0% | 0.0% | 22 | -13,231 | -3.26% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 380,741 | 1,610 | 0.03% | — | 23 | +380,741 | New | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 319,318 | 1,437 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 318,021 | 1,431 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 348,586 | 1,373 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 316,769 | 1,339 | 0.0% | 0.0% | 27 | -8,800 | -2.7% | Q3 2026 | Oct 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 293,972 | 1,323 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 312,407 | 1,321 | 0.0% | 0.0% | 29 | +26,765 | 9.37% | Q3 2026 | Oct 20, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 307,796 | 1,301 | 0.04% | 0.04% | 30 | +31,059 | 11.22% | Q3 2026 | Oct 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 270,428 | 1,216 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | No change | 251,267 | 1,130 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 234,169 | 1,053 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 215,058 | 967 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 218,623 | 924 | 0.0% | 0.0% | 35 | -1,403 | -0.64% | Q3 2026 | Nov 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 201,828 | 908 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 196,814 | 885 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 182,745 | 822 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 164,159 | 738 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 162,005 | 729 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 171,723 | 726 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Callan Family Office, LLC | History | No change | 151,121 | 680 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 146,400 | 658 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 128,041 | 576 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 118,858 | 534 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 114,650 | 515 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ethic Inc. | History | Added to | 120,948 | 511 | 0.01% | 0.0% | 47 | +96,592 | 396.58% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 112,515 | 506 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 112,515 | 475 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 103,239 | 464 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 99,631 | 448 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 99,184 | 446 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 92,598 | 416 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 92,330 | 415 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 89,652 | 403 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 87,997 | 394 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 78,025 | 351 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 82,304 | 349 | 0.0% | — | 58 | +82,304 | New | Q3 2026 | Oct 27, 2026 |
| Qtron Investments LLC | History | No change | 76,517 | 344 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 74,946 | 337 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 73,000 | 328 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 74,792 | 316 | 0.0% | 0.0% | 62 | -21,212 | -22.09% | Q3 2026 | Oct 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 68,944 | 310 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 67,543 | 299 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 65,799 | 296 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 58,039 | 245 | 0.02% | 0.02% | 66 | -16,368 | -22.0% | Q3 2026 | Oct 26, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 53,996 | 228 | 0.0% | 0.0% | 67 | -1,124 | -2.04% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 49,107 | 220 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 48,966 | 216 | 0.01% | 0.01% | 69 | -748 | -1.5% | Q3 2026 | Oct 20, 2026 |
| Pictet Asset Management Holding SA | History | No change | 49,519 | 209 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HRT FINANCIAL LP | History | No change | 45,870 | 206 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 47,468 | 200 | 0.0% | 0.0% | 72 | -666 | -1.38% | Q3 2026 | Nov 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,535 | 195 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 42,818 | 192 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 41,253 | 185 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 38,367 | 172 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pavaki Capital Management LLC | History | No change | 40,000 | 169 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 37,231 | 167 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 37,200 | 167 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 36,264 | 163 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 36,060 | 162 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 36,060 | 162 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 35,411 | 159 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 34,305 | 145 | 0.0% | 0.0% | 84 | -1,377 | -3.86% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,227 | 127 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 28,000 | 126 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Added to | 28,640 | 121 | 0.01% | 0.01% | 87 | +765 | 2.74% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 26,993 | 119 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 26,589 | 119 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,605 | 115 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 24,725 | 111 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 23,864 | 107 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 23,534 | 105 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tuttle Capital Management, LLC | History | New | 24,960 | 104 | 0.05% | — | 94 | +24,960 | New | Q3 2026 | Oct 21, 2026 |
| Bensler, LLC | History | No change | 24,576 | 103 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Inspire Investing, LLC | History | Added to | 24,334 | 102 | 0.0% | 0.0% | 96 | +569 | 2.39% | Q3 2026 | Oct 22, 2026 |
| Advisory Services Network, LLC | History | No change | 22,642 | 101 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 23,650 | 100 | 0.0% | 0.01% | 98 | -285 | -1.19% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 21,738 | 97 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 22,224 | 94 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,363 | 91 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CHELSEA COUNSEL CO | History | No change | 20,000 | 90 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 21,437 | 90 | 0.02% | 0.03% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,888 | 84 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | No change | 19,959 | 84 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 18,212 | 82 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan A Wealth LLC | History | Added to | 19,203 | 81 | 0.03% | 0.03% | 107 | +1,011 | 5.56% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,610 | 79 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 17,677 | 79 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,532 | 78 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 16,142 | 72 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,840 | 71 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 14,985 | 67 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 14,699 | 66 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 14,619 | 65 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 14,427 | 64 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | New | 15,088 | 63 | 0.0% | — | 118 | +15,088 | New | Q3 2026 | Oct 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,057 | 63 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,547 | 60 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,258 | 59 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 13,599 | 57 | 0.0% | — | 121 | +13,599 | New | Q3 2026 | Oct 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,446 | 56 | 0.0% | 0.0% | 123 | -51,030 | -79.15% | Q3 2026 | Oct 15, 2026 |
| Composition Wealth, LLC | History | No change | 12,518 | 56 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 13,182 | 55 | 0.01% | 0.01% | 124 | +627 | 4.99% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 12,063 | 54 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | Reduced | 12,604 | 53 | 0.0% | 0.0% | 126 | -3,762 | -22.99% | Q3 2026 | Oct 29, 2026 |
| Lesa Sroufe & Co | History | No change | 12,235 | 52 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 11,823 | 50 | 0.02% | 0.02% | 128 | -2,192 | -15.64% | Q3 2026 | Oct 26, 2026 |
| BROWN ADVISORY INC | History | No change | 10,517 | 47 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 10,475 | 47 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,631 | 47 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,243 | 46 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| XPONANCE LLC | History | Added to | 10,844 | 45 | 0.0% | 0.0% | 133 | +655 | 6.43% | Q3 2026 | Nov 03, 2026 |
| Foster Group, Inc. | History | No change | 10,693 | 45 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Reduced | 10,621 | 44 | 0.0% | 0.0% | 135 | -755 | -6.64% | Q3 2026 | Oct 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 8,800 | 39 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 7,370 | 31 | 0.0% | 0.0% | 138 | +402 | 5.77% | Q3 2026 | Oct 08, 2026 |
| EASTERN BANK | History | No change | 7,417 | 31 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,000 | 31 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 7,264 | 30 | 0.0% | — | 140 | +7,264 | New | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,770 | 25 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,519 | 23 | 0.0% | 0.0% | 142 | -4,099 | -42.62% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 4,607 | 20 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,839 | 16 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,743 | 15 | 0.0% | 0.0% | 145 | -69 | -1.81% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,505 | 14 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,797 | 8 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,586 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,386 | 5 | 0.0% | 0.0% | 149 | -465 | -25.12% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,215 | 5 | 0.0% | 0.0% | 150 | +193 | 18.88% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 1,265 | 5 | 0.0% | 0.0% | 151 | +76 | 6.39% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,432 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,024 | 4 | 0.0% | 0.0% | 156 | -618 | -37.64% | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Added to | 1,123 | 4 | 0.0% | 0.0% | 154 | +436 | 63.46% | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 956 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,011 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 956 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 692 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 695 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Wealth Management, LLC | History | New | 642 | 2 | 0.0% | — | 163 | +642 | New | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 554 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 482 | 2 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 597 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 412 | 1 | 0.0% | 0.0% | 165 | +131 | 46.62% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 338 | 1 | 0.0% | 0.0% | 164 | +66 | 24.26% | Q3 2026 | Nov 05, 2026 |
| Bell Investment Advisors, Inc | History | No change | 347 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 324 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,288 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,657 | -100.0% | Q3 2026 | Nov 04, 2026 |
| TMB Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,207 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Elyxium Wealth, LLC | History | New | 182 | 0 | — | — | — | +182 | New | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -136 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Parkside Financial Bank & Trust | History | New | 92 | 0 | — | — | — | +92 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 58 | 0 | — | — | — | -10 | -14.71% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 148 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 216 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SHP Wealth Management | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 199 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |