EQUITY BANCSHARES INC - EQBK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | History | No change | 2,359,530 | 115,594 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,529,825 | 74,946 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Patriot Financial Partners GP II, L.P. | History | No change | 1,017,214 | 47,951 | 15.62% | 12.74% | 3 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FJ Capital Management LLC | History | No change | 961,492 | 47,103 | 6.11% | 6.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 800,837 | 37,751 | 0.01% | 0.01% | 5 | +30,306 | 3.93% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 758,531 | 37,160 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 594,598 | 29,232 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 429,363 | 21,039 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 355,559 | 17,418 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 324,569 | 15,900 | 5.62% | 5.62% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 305,000 | 14,941 | 0.23% | 0.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 301,841 | 14,787 | 0.26% | 0.26% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 282,502 | 13,839 | 2.52% | 2.52% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 268,499 | 13,153 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 159,161 | 7,797 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 157,652 | 7,723 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 157,359 | 7,709 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 142,668 | 6,989 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 129,182 | 6,328 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 126,300 | 6,187 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 120,378 | 5,897 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 116,149 | 5,690 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 119,667 | 5,641 | 0.0% | 0.0% | 23 | +6,182 | 5.45% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 111,779 | 5,476 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 109,035 | 5,341 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 103,087 | 5,050 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Empowered Funds, LLC | History | No change | 93,761 | 4,593 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 92,994 | 4,566 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,820 | 3,762 | 0.0% | 0.0% | 29 | -1,147 | -1.42% | Q3 2026 | Nov 05, 2026 |
| Nuveen, LLC | History | No change | 74,452 | 3,647 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 72,624 | 3,557 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 66,518 | 3,258 | 0.67% | 0.67% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 61,876 | 3,031 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 59,155 | 2,898 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Petiole USA ltd | History | No change | 57,364 | 2,810 | 2.02% | 2.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 54,902 | 2,689 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 50,114 | 2,455 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UMB Bank, n.a. | History | No change | 46,796 | 2,292 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,540 | 2,279 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 42,808 | 2,097 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 38,307 | 1,876 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 36,334 | 1,780 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 36,225 | 1,707 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 33,681 | 1,650 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 34,862 | 1,643 | 0.23% | 0.26% | 45 | -1,200 | -3.33% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,891 | 1,611 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 32,065 | 1,570 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,229 | 1,235 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 24,982 | 1,177 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Atom Investors LP | History | No change | 23,088 | 1,131 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 22,918 | 1,121 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 22,719 | 1,113 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 21,885 | 1,072 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 21,697 | 1,062 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 21,399 | 1,048 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 21,008 | 1,029 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,180 | 988 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WCG Wealth Advisors LLC | History | No change | 19,663 | 963 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,600 | 870 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,633 | 863 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 18,133 | 854 | 0.0% | — | 61 | +18,133 | New | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 16,997 | 832 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,879 | 826 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 17,050 | 803 | 0.33% | 0.35% | 64 | +63 | 0.37% | Q3 2026 | Oct 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,150 | 791 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,898 | 729 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 14,452 | 708 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,279 | 700 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,996 | 686 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 14,000 | 685 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,765 | 674 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12,831 | 628 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,800 | 627 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 12,568 | 615 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,400 | 607 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 12,394 | 606 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,292 | 602 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 12,033 | 589 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,463 | 561 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 10,881 | 533 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,133 | 496 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 10,432 | 491 | 0.0% | 0.0% | 82 | -6,854 | -39.65% | Q3 2026 | Nov 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,905 | 485 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELCO Management Co., LLC | History | No change | 9,569 | 451 | 0.21% | 0.2% | 84 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 8,809 | 431 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 8,421 | 412 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,321 | 407 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 8,057 | 395 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,069 | 395 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | No change | 8,074 | 395 | 0.48% | 0.48% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,960 | 389 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,572 | 370 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,212 | 353 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triune Financial Partners, LLC | History | Added to | 6,758 | 318 | 0.06% | 0.07% | 94 | +25 | 0.37% | Q3 2026 | Nov 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,584 | 310 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 6,061 | 297 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 5,990 | 293 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,923 | 290 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,888 | 288 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,620 | 275 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 5,816 | 274 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,391 | 264 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,934 | 234 | 0.0% | — | 103 | +4,934 | New | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 4,528 | 222 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 4,700 | 221 | 0.0% | — | 106 | +4,700 | New | Q3 2026 | Oct 28, 2026 |
| Voleon Capital Management LP | History | No change | 4,530 | 221 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 4,649 | 219 | 0.0% | 0.0% | 107 | +15 | 0.32% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 4,431 | 217 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | New | 4,485 | 211 | 0.0% | — | 109 | +4,485 | New | Q3 2026 | Nov 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,237 | 207 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | No change | 3,319 | 162 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,300 | 162 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,140 | 153 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,964 | 145 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,133 | 100 | 0.0% | 0.0% | 115 | -698 | -24.66% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 1,874 | 91 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,761 | 83 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,590 | 77 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,152 | 56 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,118 | 54 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 740 | 36 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BFC Planning, Inc. | History | No change | 720 | 35 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 367 | 17 | 0.0% | 0.0% | 124 | +182 | 98.38% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 375 | 17 | 0.0% | 0.0% | 123 | +71 | 23.36% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | Added to | 330 | 15 | 0.0% | 0.0% | 125 | +11 | 3.45% | Q3 2026 | Nov 05, 2026 |
| Nykredit A/S | History | No change | 266 | 13 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Fortitude Family Office, LLC | History | New | 192 | 9 | 0.0% | — | 127 | +192 | New | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 183 | 8 | 0.0% | — | 130 | +183 | New | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 175 | 8 | 0.0% | 0.0% | 129 | +4 | 2.34% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | Added to | 180 | 8 | 0.0% | 0.0% | 128 | +3 | 1.69% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 152 | 7 | 0.0% | 0.0% | 131 | +124 | 442.86% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 136 | 6 | 0.0% | 0.0% | 132 | +40 | 41.67% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 138 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 107 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 138 | +13 | 14.61% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Added to | 94 | 4 | 0.0% | 0.0% | 137 | +7 | 8.05% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 82 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 91 | 4 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 72 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 62 | 2 | 0.0% | 0.0% | 142 | -1,482 | -95.98% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Root Financial Partners, LLC | History | New | 34 | 1 | 0.0% | — | 143 | +34 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 30 | 1 | 0.0% | — | 144 | +30 | New | Q3 2026 | Oct 30, 2026 |
| Sippican Capital Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -5,865 | -100.0% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,877 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |