Enlight Renewable Energy Ltd. - ENLT

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
Clal Insurance Enterprises Holdings Ltd History No change 11,161,045 985,986 4.41% 4.41% 1 0 0.0% Q2 2026 Aug 13, 2026
USS Investment Management Ltd History No change 81,381 718,221 2.58% 2.58% 2 0 0.0% Q2 2026 Aug 11, 2026
Y.D. More Investments Ltd History No change 5,180,861 457,544 14.24% 14.24% 3 0 0.0% Q2 2026 Aug 05, 2026
Altshuler Shaham Ltd History No change 3,910,184 345,325 4.3% 4.3% 4 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,838,012 338,927 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 2,701,148 240,456 1.17% 1.17% 6 0 0.0% Q2 2026 Jul 29, 2026
Invesco Ltd. History No change 1,734,109 154,370 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,630,721 145,166 0.93% 0.93% 8 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,220,076 107,742 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,171,982 103,450 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 1,138,570 101,330 0.69% 0.69% 11 0 0.0% Q2 2026 Aug 11, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 880,464 78,378 0.31% 0.31% 12 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 823,044 73,267 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 07, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 670,108 59,174 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 619,538 55,151 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 499,509 44,127 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 473,926 42,188 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 461,630 40,740 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 456,191 40,610 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 404,326 35,690 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 11, 2026
NORGES BANK History No change 393,418 34,720 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 287,738 25,409 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 13, 2026
DekaBank Deutsche Girozentrale History No change 382,384 25,191 0.04% 0.04% 23 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 265,138 23,453 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 11, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 235,000 20,919 2.76% 2.76% 25 0 0.0% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History No change 224,808 19,861 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 196,938 17,405 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 187,216 16,666 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 06, 2026
STATE STREET CORP History No change 185,903 16,549 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 22, 2026
CITADEL ADVISORS LLC History No change 172,492 15,355 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 152,043 13,534 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Wealth High Governance Asset Management Ltda. History No change 144,778 12,888 1.37% 1.37% 32 0 0.0% Q2 2026 Aug 12, 2026
PEAK6 LLC History No change 123,400 10,985 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 121,629 10,811 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 119,810 10,665 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 116,908 10,262 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 113,054 9,979 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 03, 2026
JPMORGAN CHASE & CO History No change 109,687 9,474 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History No change 99,678 8,796 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 129,126 8,765 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 93,583 8,330 1.58% 1.58% 41 0 0.0% Q2 2026 Aug 03, 2026
Pictet Asset Management Holding SA History No change 80,502 7,106 0.01% 0.01% 42 0 0.0% Q2 2026 Jul 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 77,076 6,803 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 71,586 6,372 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 71,976 6,356 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 71,518 6,311 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 69,856 6,218 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 58,442 5,202 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 58,050 5,165 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
Informed Momentum Co LLC History No change 58,521 5,165 0.46% 0.46% 50 0 0.0% Q2 2026 Aug 13, 2026
BW Gestao de Investimentos Ltda. History No change 55,222 4,915 0.1% 0.1% 51 0 0.0% Q2 2026 Aug 14, 2026
Wealth High Governance Capital Ltda History No change 55,222 4,915 1.47% 1.47% 52 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 54,662 4,825 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 04, 2026
IMC-Chicago, LLC History No change 53,900 4,798 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 51,638 4,585 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Fideuram Asset Management (Ireland) dac History No change 16,044 4,457 0.08% 0.08% 56 0 0.0% Q2 2026 Jul 23, 2026
EAGLE GLOBAL ADVISORS LLC History No change 50,000 4,451 0.15% 0.15% 57 0 0.0% Q2 2026 Jul 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 43,720 3,859 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Global IMC LLC History No change 41,830 3,692 10.6% 10.6% 59 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 40,267 3,547 0.0% 0.0% 60 0 0.0% Q2 2026 Sep 09, 2026
Vanguard Personalized Indexing Management, LLC History No change 39,806 3,543 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 39,366 3,504 0.04% 0.04% 62 0 0.0% Q2 2026 Aug 05, 2026
NAVELLIER & ASSOCIATES INC History No change 39,037 3,475 0.28% 0.28% 63 0 0.0% Q2 2026 Aug 04, 2026
Osmosis Investment Management UK Ltd History No change 37,525 3,311 0.15% 0.15% 64 0 0.0% Q2 2026 Aug 13, 2026
Korea Investment CORP History No change 37,086 3,273 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 36,950 3,262 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 35,129 3,100 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 33,662 2,971 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 40,408 2,758 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 9,994 2,628 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 27,273 2,427 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 26,099 2,323 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 23,400 2,065 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 10, 2026
AMERICAN CENTURY COMPANIES INC History No change 22,270 1,982 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 21,641 1,926 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 21,338 1,899 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 20,656 1,838 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 19,856 1,767 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 18,684 1,649 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 23, 2026
SEB Asset Management AB History No change 16,582 1,463 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 04, 2026
LAZARD ASSET MANAGEMENT LLC History No change 16,166 1,426 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 14,297 1,272 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 13,797 1,217 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 13,642 1,205 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 13,333 1,186 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 12,777 1,137 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History No change 11,098 987 0.1% 0.1% 87 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 11,088 978 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Mediolanum International Funds Ltd History No change 9,725 840 0.01% 0.01% 89 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 9,159 815 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History No change 9,197 811 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 08, 2026
Jupiter Topco LLC History No change 8,860 773 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 8,511 751 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 17, 2026
State of Wyoming History No change 7,751 689 0.07% 0.07% 94 0 0.0% Q2 2026 Aug 06, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 7,418 660 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 6,900 614 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,463 570 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 5,562 495 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 5,523 491 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 10, 2026
Quantbot Technologies LP History No change 4,767 424 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 4,660 411 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 4,540 404 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
Basecamp Wealth Advisors LLC History No change 4,438 395 0.07% 0.07% 103 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 4,000 356 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
Metis Global Partners, LLC History No change 3,984 351 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 10, 2026
Ensign Peak Advisors, Inc History No change 3,950 348 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
QP WEALTH MANAGEMENT, LLC History No change 3,837 338 0.48% 0.48% 107 0 0.0% Q2 2026 Jul 20, 2026
ASR Vermogensbeheer N.V. History No change 3,496 308 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 20, 2026
Third View Private Wealth, LLC History No change 3,310 294 0.04% 0.04% 109 0 0.0% Q2 2026 Jul 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,274 291 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Clear Creek Financial Management, LLC History No change 3,285 290 0.02% 0.02% 111 0 0.0% Q2 2026 Jul 27, 2026
PIAR LLC History No change 67 287 0.16% 0.16% 112 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,213 277 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 3,064 272 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 3,020 265 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 07, 2026
Ethic Inc. History No change 2,889 257 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 29, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,820 248 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 10, 2026
Precision Wealth Strategies, LLC History No change 2,637 234 0.07% 0.07% 118 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 2,602 229 0.0% 0.0% 119 0 0.0% Q2 2026 Sep 02, 2026
CIGNA INVESTMENTS INC /NEW History No change 4,043 227 0.03% 0.03% 120 0 0.0% Q2 2026 Jul 21, 2026
AVIVA PLC History No change 2,479 219 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 2,400 213 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,213 107 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 930 82 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History No change 829 73 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 801 55 0.0% 0.0% 126 +412 105.91% Q3 2026 Oct 01, 2026
BlackRock, Inc. History No change 447 39 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 07, 2026
Smartleaf Asset Management LLC History No change 371 32 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 338 30 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 307 27 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 301 27 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Orion Capital Management LLC History No change 290 25 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 17, 2026
Steward Partners Investment Advisory, LLC History No change 238 21 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 215 19 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History New 257 17 0.0% — 136 +257 New Q3 2026 Oct 05, 2026
EverSource Wealth Advisors, LLC History No change 197 17 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 24, 2026
Russell Investments Group, Ltd. History No change 179 15 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 06, 2026
Accent Capital Management, LLC History No change 173 15 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 12, 2026
Blue Trust, Inc. History No change 160 14 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 21, 2026
OSAIC HOLDINGS, INC. History No change 124 11 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 104 9 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 05, 2026
North Star Investment Management Corp. History No change 87 7 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 28, 2026
Salomon & Ludwin, LLC History No change 86 7 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 75 6 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History No change 60 5 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Westside Investment Management, Inc. History No change 50 4 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 46 4 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 48 4 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 41 3 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 13, 2026
Larson Financial Group LLC History No change 39 3 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 40 3 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 28, 2026
SIGNATUREFD, LLC History No change 31 2 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 23, 2026
JFS WEALTH ADVISORS, LLC History No change 33 2 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 10, 2026
Arax Advisory Partners History No change 25 2 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 29 2 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 26 2 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 07, 2026
Gen-Wealth Partners Inc History No change 26 2 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 28 2 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 20, 2026
Plante Moran Financial Advisors, LLC History No change 13 1 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 22 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 16 1 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 17, 2026
Federation des caisses Desjardins du Quebec History No change 15 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Silver Grove Financial Group, Inc. History No change 20 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History New 12 0 — — — +12 New Q3 2026 Oct 02, 2026
HUNTINGTON NATIONAL BANK History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 6 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Bogart Wealth, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Triumph Capital Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
LRI Investments, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Monetary Solutions, Ltd History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Highland Investment Advisors LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026