ESCO TECHNOLOGIES INC - ESE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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 Added to 4,094,472 1,433,228 0.02% 0.02% 1 +117,374 2.95% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 1,587,483 555,682 0.03% 0.02% 2 +47,419 3.08% Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 1,505,723 527,063 0.04% 0.05% 3 +249,158 19.83% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 1,168,130 408,892 0.01% 0.01% 4 +6,386 0.55% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 1,088,666 381,076 0.01% 0.01% 5 +51,834 5.0% Q2 2026 Sep 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 754,650 264,201 0.01% 0.01% 6 +121,431 19.18% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History Added to 703,524 246,262 0.16% 0.06% 7 +375,389 114.4% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 604,176 211,481 0.04% 0.04% 8 -32,329 -5.08% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 548,711 192,072 0.02% 0.01% 9 +320,133 140.05% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History Added to 477,687 167,209 1.09% 0.54% 10 +189,433 65.72% Q2 2026 Jul 09, 2026
Capital World Investors History Reduced 474,911 166,237 0.02% 0.03% 11 -275,201 -36.69% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Reduced 454,821 159,206 0.01% 0.01% 12 -11,570 -2.48% Q2 2026 Aug 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History Reduced 449,149 157,220 3.6% 3.75% 13 -177,347 -28.31% Q2 2026 Aug 06, 2026
Conestoga Capital Advisors, LLC History Reduced 447,077 156,494 3.4% 3.04% 14 -94,704 -17.48% Q2 2026 Jul 24, 2026
Neuberger Berman Group LLC History Reduced 353,125 123,607 0.08% 0.13% 15 -273,362 -43.63% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 343,856 120,364 0.79% 0.83% 16 -62,404 -15.36% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 334,828 117,203 0.05% 0.0% 17 +327,855 4701.78% Q2 2026 Aug 12, 2026
Hood River Capital Management LLC History Added to 330,297 115,617 0.84% 0.86% 18 +26,157 8.6% Q2 2026 Aug 14, 2026
Nuveen, LLC History Reduced 313,925 109,886 0.03% 0.03% 19 -48,760 -13.44% Q2 2026 Aug 11, 2026
NORGES BANK History New 311,551 109,055 0.01% — 20 +311,551 New Q2 2026 Aug 12, 2026
FMR LLC History Added to 305,227 106,841 0.0% 0.0% 21 +262,829 619.91% Q2 2026 Aug 13, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP History Added to 301,500 105,537 3.38% 1.72% 22 +132,900 78.83% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 300,093 105,044 0.01% 0.01% 23 +19,691 7.02% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 299,912 104,981 0.01% 0.01% 24 +1,167 0.39% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 287,995 100,809 0.58% 0.38% 25 +102,290 55.08% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 340,594 95,832 0.03% 0.02% 26 -32,666 -8.75% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 272,421 95,358 0.02% 0.01% 27 +181,696 200.27% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 271,160 94,916 0.01% 0.01% 28 -20,541 -7.04% Q2 2026 Aug 14, 2026
ROYCE & ASSOCIATES LP History Reduced 262,164 91,767 0.74% 0.95% 29 -79,824 -23.34% Q2 2026 Aug 14, 2026
LOOMIS SAYLES & CO L P History Reduced 256,813 89,894 0.11% 0.11% 30 -43,940 -14.61% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 254,481 89,079 0.13% 0.19% 31 -144,807 -36.27% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 238,029 83,319 0.01% 0.01% 32 +139 0.06% Q2 2026 Aug 14, 2026
Capital International Investors History Added to 205,470 71,922 0.01% 0.01% 33 +5,470 2.74% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 186,184 65,171 0.01% 0.01% 34 +5,708 3.16% Q2 2026 Aug 13, 2026
EMERALD ADVISERS, LLC History Added to 179,798 62,936 1.48% 1.45% 35 +17,145 10.54% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History Added to 175,308 61,364 0.01% 0.01% 36 +5,726 3.38% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 151,892 53,168 0.03% 0.02% 37 +2,659 1.78% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History Reduced 146,461 51,267 0.0% 0.0% 38 -41,293 -21.99% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Reduced 138,785 48,580 0.01% 0.01% 39 -23,170 -14.31% Q2 2026 Aug 14, 2026
Select Equity Group, L.P. History Added to 137,044 47,970 0.24% 0.07% 40 +89,789 190.01% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History Added to 133,270 46,649 0.01% 0.0% 41 +97,884 276.62% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 122,017 42,710 0.01% 0.0% 42 +88,928 268.75% Q2 2026 Aug 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 116,457 40,764 1.43% 1.34% 43 +17,955 18.23% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History Reduced 115,252 40,343 0.06% 0.09% 44 -64,738 -35.97% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History Added to 107,459 37,616 0.05% 0.03% 45 +31,646 41.74% Q2 2026 Aug 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 106,229 37,184 0.62% 0.55% 46 -9,025 -7.83% Q2 2026 Aug 14, 2026
Tributary Capital Management, LLC History Reduced 103,844 36,349 2.99% 3.85% 47 -37,052 -26.3% Q2 2026 Jul 23, 2026
GHP Investment Advisors, Inc. History Reduced 91,295 31,957 1.17% 1.09% 48 -2,476 -2.64% Q2 2026 Jul 17, 2026
FEDERATED HERMES, INC. History Reduced 90,770 31,773 0.05% 0.04% 49 -2,755 -2.95% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 89,358 31,279 0.11% 0.13% 50 -26,439 -22.83% Q2 2026 Aug 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 89,019 31,160 0.08% 0.08% 51 -3,627 -3.91% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History Added to 88,794 31,081 0.33% 0.13% 52 +52,501 144.66% Q2 2026 Jul 28, 2026
SEI INVESTMENTS CO History Added to 87,158 30,508 0.03% 0.02% 53 +7,466 9.37% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 82,926 29,027 0.15% 0.12% 54 +4,641 5.93% Q2 2026 Jul 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 79,775 27,924 0.03% 0.03% 55 -18,591 -18.9% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 76,702 26,848 0.02% 0.02% 56 -32,660 -29.86% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 69,434 24,304 0.01% 0.01% 57 +13,090 23.23% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 68,626 24,021 0.01% 0.01% 58 -18,337 -21.09% Q2 2026 Sep 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 66,990 23,449 0.0% 0.0% 59 +1,275 1.94% Q2 2026 Aug 13, 2026
AMERICAN CAPITAL MANAGEMENT INC History Added to 65,312 22,861 1.03% 0.58% 60 +26,898 70.02% Q2 2026 Aug 14, 2026
DF DENT & CO INC History Reduced 63,005 22,054 0.42% 0.39% 61 -10,137 -13.86% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 62,691 21,944 0.1% 0.09% 62 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 63,422 21,934 0.02% 0.01% 63 -4,026 -5.97% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Reduced 62,449 21,859 0.02% 0.02% 64 -7,491 -10.71% Q2 2026 Aug 11, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 61,605 21,564 0.26% 0.24% 65 +1,082 1.79% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 60,087 21,032 0.06% 0.18% 66 -127,977 -68.05% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 59,728 20,907 0.2% 0.2% 67 -3,856 -6.06% Q2 2026 Aug 11, 2026
Legal & General Group Plc History Reduced 59,316 20,762 0.0% 0.0% 68 -1,510 -2.48% Q2 2026 Aug 14, 2026
ADVENT INTERNATIONAL, L.P. History New 56,100 19,637 0.11% — 70 +56,100 New Q2 2026 Aug 14, 2026
Tidal Investments LLC History Reduced 56,101 19,637 0.03% 0.04% 69 -18,085 -24.38% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History Reduced 54,167 18,960 0.03% 0.03% 71 -9,329 -14.69% Q2 2026 Aug 05, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 53,057 18,572 0.6% 0.6% 72 -4,258 -7.43% Q2 2026 Jul 17, 2026
Swiss National Bank History Added to 51,960 18,188 0.01% 0.01% 73 +760 1.48% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History Added to 51,606 18,064 0.0% 0.0% 74 +8,162 18.79% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 49,627 17,371 0.01% 0.01% 75 +13,844 38.69% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History Reduced 45,934 16,294 0.0% 0.0% 76 -20,910 -31.28% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 44,725 15,655 0.03% 0.03% 77 +4,116 10.14% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History Reduced 44,509 15,579 0.01% 0.01% 78 -2,835 -5.99% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 42,987 15,047 0.02% 0.02% 79 +7,070 19.68% Q2 2026 Aug 06, 2026
CONGRUENCE CAPITAL, LLC History Reduced 42,575 14,902 3.89% 7.9% 80 -41,169 -49.16% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 42,027 14,711 0.01% 0.01% 81 +136 0.32% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 39,445 13,807 0.02% 0.01% 82 +21,450 119.2% Q2 2026 Aug 14, 2026
Premier Fund Managers Ltd History Added to 38,284 13,239 1.2% 0.03% 83 +36,669 2270.53% Q2 2026 Jul 22, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 37,224 13,029 0.01% 0.01% 84 -484 -1.28% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History Reduced 37,077 12,978 0.2% 0.17% 85 -270 -0.72% Q2 2026 Aug 13, 2026
Creative Planning History Added to 36,585 12,806 0.01% 0.01% 86 +5,754 18.66% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 35,626 12,470 0.0% 0.0% 87 +18,900 113.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History Added to 35,089 12,282 0.82% 0.84% 88 +1,994 6.03% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 34,780 12,174 0.0% 0.0% 89 +4,601 15.25% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History New 32,810 11,484 0.1% — 90 +32,810 New Q2 2026 Aug 12, 2026
CASTLEARK MANAGEMENT LLC History Added to 31,572 11,051 0.3% 0.17% 91 +13,720 76.85% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History New 31,201 10,921 0.01% — 92 +31,201 New Q2 2026 Aug 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 30,865 10,803 0.23% 0.19% 93 0 0.0% Q2 2026 Jul 31, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 30,046 10,517 0.01% 0.01% 94 -142 -0.47% Q2 2026 Aug 24, 2026
PEAK6 LLC History Reduced 30,002 10,501 0.02% 0.02% 95 -1 -0.0% Q2 2026 Aug 12, 2026
GLOBEFLEX CAPITAL L P History Reduced 29,489 10,322 1.32% 1.37% 96 -2,792 -8.65% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History Added to 29,056 10,170 0.0% 0.0% 97 +4,574 18.68% Q2 2026 Aug 07, 2026
Pier Capital, LLC History Reduced 28,971 10,141 1.34% 1.37% 98 -498 -1.69% Q2 2026 Aug 05, 2026
ALGERT GLOBAL LLC History Reduced 28,757 10,066 0.12% 0.13% 99 -1,570 -5.18% Q2 2026 Aug 13, 2026
Ceredex Value Advisors LLC History Reduced 26,750 9,363 0.26% 0.3% 100 -6,875 -20.45% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 25,579 8,953 0.0% 0.0% 101 +6,779 36.06% Q2 2026 Aug 03, 2026
CREDIT AGRICOLE S A History Added to 24,800 8,680 0.02% 0.01% 102 +12,000 93.75% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 24,417 8,546 0.02% 0.03% 103 -4,888 -16.68% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 24,387 8,536 0.01% 0.01% 104 +144 0.59% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 23,648 8,277 0.16% 0.05% 105 +18,684 376.39% Q2 2026 Aug 14, 2026
PINNBROOK CAPITAL MANAGEMENT LP History New 22,960 8,036 0.86% — 106 +22,960 New Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 22,731 7,956 0.0% 0.0% 107 +49 0.22% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 22,041 7,715 0.06% 0.05% 108 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 21,718 7,602 0.01% 0.0% 109 +1,264 6.18% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 20,765 7,260 0.01% 0.01% 110 -747 -3.47% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History Reduced 20,430 7,151 0.16% 0.19% 111 -4,170 -16.95% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 20,176 7,062 0.0% 0.0% 112 -373 -1.82% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 19,661 6,882 0.01% 0.01% 113 +377 1.95% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History Added to 19,452 6,808 0.01% 0.0% 114 +13,850 247.23% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History Added to 19,606 6,664 0.01% 0.01% 115 +8,421 75.29% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History Reduced 19,010 6,654 0.01% 0.01% 116 -633 -3.22% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 18,293 6,403 0.03% — 117 +18,293 New Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Added to 15,413 5,395 0.02% 0.02% 118 +1,312 9.3% Q2 2026 Aug 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 15,411 5,394 0.13% 0.11% 119 -1 -0.01% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Reduced 14,924 5,223 0.0% 0.0% 120 -111,207 -88.17% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 14,780 5,174 0.01% 0.01% 121 +3,099 26.53% Q2 2026 Jul 23, 2026
CIM, LLC History New 14,143 4,950 0.64% — 122 +14,143 New Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 13,820 4,837 0.0% 0.0% 123 +657 4.99% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 13,803 4,831 0.0% 0.0% 124 +1,306 10.45% Q2 2026 Sep 09, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 13,425 4,699 0.03% 0.03% 125 0 0.0% Q2 2026 Aug 12, 2026
Future Fund LLC History Added to 13,423 4,698 1.35% 0.92% 126 +4,076 43.61% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History Reduced 13,091 4,582 0.05% 0.05% 127 -403 -2.99% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 12,521 4,381 0.04% 0.05% 128 -4,252 -25.35% Q2 2026 Jul 20, 2026
D. E. Shaw & Co., Inc. History Reduced 12,500 4,375 0.0% 0.0% 129 -3,345 -21.11% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 12,207 4,272 0.01% 0.0% 130 -9 -0.07% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 12,008 4,203 0.0% 0.0% 131 -2,041 -14.53% Q2 2026 Aug 07, 2026
Louisiana State Employees Retirement System History Reduced 11,400 3,990 0.06% 0.06% 132 -100 -0.87% Q2 2026 Jul 21, 2026
Jupiter Topco LLC History New 11,392 3,984 0.0% — 133 +11,392 New Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Added to 11,108 3,888 0.0% 0.0% 134 +165 1.51% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History Added to 10,945 3,831 0.03% 0.02% 135 +4,947 82.48% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Added to 10,944 3,830 0.0% 0.0% 136 +7,377 206.81% Q2 2026 Aug 12, 2026
Granite Investment Partners, LLC History Reduced 10,728 3,755 0.19% 0.2% 137 -951 -8.14% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History Added to 10,643 3,725 0.0% 0.0% 138 +6,817 178.18% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 10,580 3,703 0.01% 0.01% 139 +1,840 21.05% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History Reduced 10,557 3,695 0.0% 0.0% 140 -572 -5.14% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 10,365 3,628 0.03% 0.02% 141 +1,685 19.41% Q2 2026 Aug 10, 2026
Informed Momentum Co LLC History Added to 10,256 3,590 0.32% 0.22% 142 +3,336 48.21% Q2 2026 Aug 13, 2026
Lisanti Capital Growth, LLC History Added to 10,130 3,545 0.78% 0.33% 143 +5,450 116.45% Q2 2026 Aug 10, 2026
State of Tennessee, Department of Treasury History Reduced 10,012 3,504 0.01% 0.01% 144 -4,384 -30.45% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History Reduced 9,522 3,333 0.01% 0.01% 145 -2,996 -23.93% Q2 2026 Aug 14, 2026
Diametric Capital, LP History Added to 9,493 3,322 0.35% 0.24% 146 +6,241 191.91% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History Reduced 9,477 3,317 0.01% 0.02% 147 -9,596 -50.31% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 9,403 3,291 0.0% 0.0% 148 +1,087 13.07% Q2 2026 Jul 29, 2026
JANUS HENDERSON GROUP PLC History No change 11,392 3,218 0.0% 0.0% 149 0 0.0% Q1 2026 May 18, 2026
Plancorp, LLC History No change 9,604 3,081 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 14, 2026
Horizon Investments, LLC History Reduced 8,707 3,047 0.03% 0.05% 151 -7,111 -44.96% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 8,656 3,029 0.03% 0.01% 152 +5,208 151.04% Q2 2026 Aug 03, 2026
Numerai GP LLC History Added to 8,632 3,021 0.25% 0.11% 153 +4,592 113.66% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 8,300 2,905 0.0% 0.0% 154 -86,516 -91.25% Q2 2026 Sep 02, 2026
State of New Jersey Common Pension Fund D History Reduced 8,292 2,902 0.01% 0.01% 155 -1,500 -15.32% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History Reduced 8,065 2,823 0.01% 0.01% 156 -446 -5.24% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Reduced 8,053 2,818 0.0% 0.0% 157 -2,192 -21.4% Q2 2026 Aug 05, 2026
Police & Firemen's Retirement System of New Jersey History Added to 7,818 2,736 0.02% 0.02% 158 +758 10.74% Q2 2026 Jul 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 7,707 2,697 0.0% 0.01% 159 -4,068 -34.55% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 9,396 2,643 0.07% 0.07% 160 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History Reduced 7,326 2,564 0.0% 0.0% 161 -1,657 -18.45% Q2 2026 Aug 12, 2026
Ethic Inc. History Added to 7,307 2,557 0.03% 0.03% 162 +67 0.93% Q2 2026 Jul 29, 2026
Calamos Advisors LLC History Reduced 7,218 2,526 0.01% 0.01% 163 -2,690 -27.15% Q2 2026 Jul 31, 2026
Arizona State Retirement System History Added to 7,145 2,501 0.01% 0.01% 164 +31 0.44% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 7,137 2,498 0.07% 0.06% 165 -20 -0.28% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 7,116 2,491 0.0% 0.0% 166 +580 8.87% Q2 2026 Aug 13, 2026
STRS OHIO History Added to 7,100 2,485 0.01% 0.01% 167 +600 9.23% Q2 2026 Jul 30, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 7,066 2,473 0.03% 0.02% 168 -19 -0.27% Q2 2026 Jul 16, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 7,040 2,464 0.22% 0.23% 169 -951 -11.9% Q2 2026 Jul 29, 2026
AMALGAMATED BANK History Reduced 6,975 2,442 0.02% 0.02% 170 -468 -6.29% Q2 2026 Jul 23, 2026
SHAKER INVESTMENTS LLC/OH History No change 6,864 2,402 0.86% 0.88% 171 0 0.0% Q2 2026 Jul 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 6,616 2,315 0.0% 0.0% 172 -2,131 -24.36% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History Added to 6,588 2,306 0.08% 0.06% 173 +557 9.24% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History No change 6,447 2,256 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 13, 2026
COOKSON PEIRCE & CO INC History Added to 6,372 2,230 0.07% 0.07% 175 +702 12.38% Q2 2026 Jul 23, 2026
BARCLAYS PLC History Reduced 6,304 2,206 0.0% 0.0% 176 -45,390 -87.81% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 6,196 2,169 0.15% 0.16% 177 -924 -12.98% Q2 2026 Aug 07, 2026
Cerity Partners LLC History Reduced 6,162 2,157 0.0% 0.0% 178 -1,563 -20.23% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,143 2,150 0.01% 0.01% 179 -261 -4.08% Q2 2026 Jul 17, 2026
Man Group plc History Reduced 6,068 2,124 0.0% 0.01% 180 -12,215 -66.81% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 6,164 2,095 0.0% 0.0% 181 -1,630 -20.91% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 5,915 2,070 0.02% 0.02% 182 -12 -0.2% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History Added to 5,860 2,051 0.01% 0.01% 183 +160 2.81% Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 5,838 2,043 0.03% 0.04% 184 -2,552 -30.42% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Reduced 5,726 2,004 0.0% 0.0% 185 -224 -3.76% Q2 2026 Aug 12, 2026
Legato Capital Management LLC History Added to 5,724 2,003 0.17% 0.1% 186 +1,786 45.35% Q2 2026 Aug 06, 2026
Legacy Bridge, LLC History No change 5,688 1,991 0.61% 0.61% 187 0 0.0% Q2 2026 Aug 13, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 5,554 1,944 0.26% 0.29% 188 -1,738 -23.83% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Reduced 4,988 1,750 0.0% 0.0% 189 -7,781 -60.94% Q2 2026 Aug 14, 2026
Montanaro Asset Management Ltd History New 5,000 1,750 0.55% — 190 +5,000 New Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,946 1,731 0.0% 0.0% 191 +191 4.02% Q2 2026 Jul 29, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 4,809 1,683 0.0% 0.0% 192 -99 -2.02% Q2 2026 Aug 12, 2026
Amundi History Reduced 4,765 1,667 0.0% 0.0% 193 -1,072 -18.37% Q2 2026 Aug 11, 2026
Odyssean, LLC History No change 4,722 1,652 0.27% 0.48% 194 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 4,700 1,645 0.03% 0.04% 195 -2,674 -36.26% Q2 2026 Aug 14, 2026
ALLSTATE CORP History Added to 4,597 1,609 0.02% 0.01% 196 +45 0.99% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 4,549 1,592 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 4,434 1,552 0.0% 0.01% 198 -12,936 -74.47% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 4,198 1,469 0.0% 0.0% 199 0 0.0% Q2 2026 Jul 30, 2026
Illumine Investment Management, LLC History Closed out 0 1,456 0.95% 0.87% 200 -4,040 -100.0% Q2 2026 Jul 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,127 1,444 0.0% 0.0% 201 +126 3.15% Q2 2026 Aug 07, 2026
Dean Capital Management History Reduced 4,034 1,412 0.51% 0.6% 202 -1,086 -21.21% Q2 2026 Aug 14, 2026
NorthCrest Asset Manangement, LLC History Added to 4,191 1,388 0.04% 0.04% 203 +8 0.19% Q2 2026 Jul 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 3,830 1,340 0.0% 0.0% 204 +605 18.76% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 3,774 1,321 0.0% 0.0% 205 -272 -6.72% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History Reduced 3,768 1,318 0.02% 0.02% 206 -16 -0.42% Q2 2026 Jul 30, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,726 1,304 0.01% 0.01% 207 +53 1.44% Q2 2026 Sep 23, 2026
Westover Capital Advisors, LLC History New 3,646 1,276 0.21% — 208 +3,646 New Q2 2026 Aug 04, 2026
Harvest Investment Services, LLC History New 3,582 1,253 0.19% — 209 +3,582 New Q2 2026 Aug 14, 2026
INCEPTIONR LLC History New 3,574 1,251 0.31% — 210 +3,574 New Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 3,474 1,216 0.03% 0.04% 211 -1,070 -23.55% Q2 2026 Aug 07, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 3,465 1,212 0.02% 0.02% 212 +90 2.67% Q2 2026 Jul 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 3,445 1,205 0.01% — 213 +3,445 New Q2 2026 Aug 10, 2026
Vontobel Holding Ltd. History Reduced 3,338 1,168 0.0% 0.0% 214 -168 -4.79% Q2 2026 Aug 03, 2026
Enhancing Capital LLC History No change 3,293 1,152 0.79% 0.69% 215 0 0.0% Q2 2026 Aug 11, 2026
HANSEATIC MANAGEMENT SERVICES INC History New 3,231 1,130 0.83% — 216 +3,231 New Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 3,040 1,064 0.0% 0.02% 217 -10,915 -78.22% Q2 2026 Aug 13, 2026
SUMMITRY LLC History Reduced 3,013 1,054 0.03% 0.03% 218 -419 -12.21% Q2 2026 Jul 21, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 2,993 1,047 0.11% 0.09% 219 0 0.0% Q2 2026 Jul 24, 2026
Vanguard Personalized Indexing Management, LLC History Added to 2,890 1,011 0.01% 0.01% 220 +300 11.58% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History Reduced 2,884 1,009 0.0% 0.01% 221 -1,203 -29.43% Q2 2026 Aug 10, 2026
SG Americas Securities, LLC History Reduced 2,825 989 0.0% 0.0% 222 -3,520 -55.48% Q2 2026 Aug 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 2,792 977 0.01% 0.0% 223 +1,457 109.14% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Reduced 2,597 909 0.01% 0.04% 224 -4,950 -65.59% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 2,590 906 0.01% 0.0% 225 +153 6.28% Q2 2026 Aug 10, 2026
GUGGENHEIM CAPITAL LLC History New 2,531 885 0.01% — 226 +2,531 New Q2 2026 Aug 12, 2026
Krilogy Financial LLC History New 2,509 878 0.03% — 227 +2,509 New Q2 2026 Jul 27, 2026
Swiss Life Asset Management Ltd History Added to 2,495 873 0.0% 0.0% 228 +167 7.17% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History Added to 2,476 866 0.0% 0.0% 229 +128 5.45% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History Added to 2,462 861 0.0% 0.0% 230 +38 1.57% Q2 2026 Jul 17, 2026
HMS Capital Management, LLC History Reduced 2,425 848 0.32% 0.27% 231 -32 -1.3% Q2 2026 Jul 21, 2026
Sterling Capital Management LLC History Reduced 2,409 843 0.01% 0.01% 233 -76 -3.06% Q2 2026 Jul 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 2,409 843 0.01% 0.01% 232 -9 -0.37% Q2 2026 Jul 23, 2026
Ameritas Investment Partners, Inc. History Added to 2,406 842 0.02% 0.02% 234 +294 13.92% Q2 2026 Aug 13, 2026
Ellevest, Inc. History Reduced 2,353 823 0.1% 0.1% 235 -260 -9.95% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 2,308 807 0.01% 0.0% 236 +2,076 894.83% Q2 2026 Aug 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 2,224 778 0.28% 0.21% 237 +377 20.41% Q2 2026 Jul 08, 2026
Yorktown Management & Research Co Inc History No change 2,225 778 0.48% 0.52% 238 0 0.0% Q2 2026 Jul 23, 2026
Engineers Gate Manager LP History Reduced 2,192 767 0.01% 0.02% 239 -2,751 -55.65% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History New 2,178 762 0.01% — 240 +2,178 New Q2 2026 Aug 14, 2026
Trust Point Inc. History Reduced 2,118 741 0.06% 0.05% 241 -41 -1.9% Q2 2026 Jul 08, 2026
Janney Montgomery Scott LLC History Reduced 2,092 732 0.0% 0.01% 242 -7,676 -78.58% Q2 2026 Aug 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,052 718 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,027 710 0.0% 0.0% 244 +33 1.65% Q2 2026 Jul 27, 2026
CENTRAL TRUST Co History Reduced 2,020 707 0.01% 0.01% 245 -14 -0.69% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History Reduced 1,998 699 0.0% 0.0% 246 -695 -25.81% Q2 2026 Aug 27, 2026
Cynosure Group, LLC History Added to 1,987 695 0.1% 0.06% 247 +419 26.72% Q2 2026 Aug 05, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 1,943 680 0.0% 0.0% 248 -5 -0.26% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History Added to 1,941 679 0.03% 0.04% 249 +113 6.18% Q2 2026 Aug 12, 2026
ALPS ADVISORS INC History Added to 1,910 668 0.0% 0.0% 250 +30 1.6% Q2 2026 Jul 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 1,895 663 0.04% — 251 +1,892 63066.67% Q2 2026 Jul 31, 2026
Federation des caisses Desjardins du Quebec History New 1,816 635 0.0% — 252 +1,816 New Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History Reduced 1,773 620 0.0% 0.0% 253 -400 -18.41% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Reduced 1,732 606 0.01% 0.01% 254 -209 -10.77% Q2 2026 Jul 28, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 1,720 602 0.0% 0.01% 255 -1,930 -52.88% Q2 2026 Aug 25, 2026
Crossmark Global Holdings, Inc. History Reduced 1,647 576 0.01% 0.01% 256 -109 -6.21% Q2 2026 Jul 16, 2026
Virtu Financial LLC History New 1,637 573 0.02% — 257 +1,637 New Q2 2026 Aug 13, 2026
Vident Advisory, LLC History Reduced 1,614 564 0.0% 0.0% 258 -107 -6.22% Q2 2026 Aug 12, 2026
State of Wyoming History Added to 1,569 549 0.06% 0.0% 259 +1,433 1053.68% Q2 2026 Aug 06, 2026
CIBC Bancorp USA Inc. History Reduced 1,562 546 0.0% 0.0% 262 -292 -15.75% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 1,562 546 0.04% 0.04% 261 -267 -14.6% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 1,561 546 0.1% 0.1% 260 -203 -11.51% Q2 2026 Jul 09, 2026
Global Retirement Partners, LLC History New 1,517 531 0.01% — 263 +1,517 New Q2 2026 Aug 06, 2026
SIT INVESTMENT ASSOCIATES INC History New 1,475 516 0.01% — 264 +1,475 New Q2 2026 Aug 12, 2026
Revolve Wealth Partners, LLC History New 1,472 515 0.05% — 265 +1,472 New Q2 2026 Jul 09, 2026
Abel Hall, LLC History Added to 1,469 514 0.09% 0.09% 266 +29 2.01% Q2 2026 Jul 24, 2026
PROFUND ADVISORS LLC History Added to 1,467 513 0.01% 0.01% 267 +364 33.0% Q2 2026 Aug 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,469 512 0.0% 0.0% 268 -1,607 -52.24% Q2 2026 Aug 13, 2026
BankChampaign, National Association History Added to 1,455 509 0.39% 0.36% 269 +179 14.03% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History Added to 1,439 503 0.0% 0.0% 270 +374 35.12% Q2 2026 Aug 13, 2026
QP WEALTH MANAGEMENT, LLC History Reduced 1,413 494 0.7% 0.71% 271 -60 -4.07% Q2 2026 Jul 20, 2026
ANB BANK History Reduced 1,407 492 0.18% 0.16% 272 -13 -0.92% Q2 2026 Aug 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 1,405 491 0.01% 0.01% 273 -14 -0.99% Q2 2026 Jul 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,390 486 0.0% 0.0% 274 -320 -18.71% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History Added to 1,386 485 0.0% 0.0% 275 +371 36.55% Q2 2026 Aug 14, 2026
AVIVA PLC History Reduced 1,369 479 0.0% 0.0% 276 -293 -17.63% Q2 2026 Aug 13, 2026
EWA, LLC History Reduced 1,353 473 0.09% 0.09% 277 -7 -0.51% Q2 2026 Jul 14, 2026
M&T BANK CORP History New 1,338 468 0.0% — 278 +1,338 New Q2 2026 Aug 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 1,291 451 0.01% 0.01% 279 -307 -19.21% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History Reduced 1,258 440 0.0% 0.0% 280 -66 -4.98% Q2 2026 Aug 14, 2026
DnB Asset Management AS History Reduced 1,253 438 0.0% 0.0% 281 -249 -16.58% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History New 1,217 425 0.01% — 282 +1,217 New Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,207 422 0.0% 0.0% 283 -282 -18.94% Q2 2026 Aug 07, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History No change 1,187 415 0.16% 0.14% 284 0 0.0% Q2 2026 Jul 30, 2026
Nykredit A/S History New 1,178 412 0.0% — 285 +1,178 New Q2 2026 Sep 08, 2026
Harvest Fund Management Co., Ltd History Reduced 1,164 407 0.01% 0.01% 286 -59 -4.82% Q2 2026 Aug 19, 2026
New Age Alpha Advisors, LLC History Reduced 1,149 402 0.02% 0.02% 287 -42 -3.53% Q2 2026 Aug 13, 2026
Caitlin John, LLC History New 1,135 397 0.22% — 288 +1,135 New Q2 2026 Aug 17, 2026
GAMMA Investing LLC History Added to 1,129 395 0.01% 0.01% 289 +147 14.97% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History Reduced 1,128 394 0.0% 0.0% 290 -79 -6.55% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History Reduced 1,123 393 0.0% 0.0% 291 -444 -28.33% Q2 2026 Aug 12, 2026
EntryPoint Capital, LLC History Reduced 1,121 392 0.1% 0.26% 292 -1,993 -64.0% Q2 2026 Aug 13, 2026
F/m Investments LLC History No change 1,119 391 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,115 390 0.0% 0.0% 294 +359 47.49% Q2 2026 Aug 19, 2026
Pacer Advisors, Inc. History Reduced 1,103 386 0.0% 0.0% 295 -261 -19.13% Q2 2026 Aug 13, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 1,095 383 0.03% 0.02% 296 -25 -2.23% Q2 2026 Aug 03, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 1,070 374 0.18% 0.17% 297 -30 -2.73% Q2 2026 Aug 18, 2026
Kassira Wealth Management LLC History Reduced 1,071 374 0.3% 0.28% 298 -14 -1.29% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History Reduced 1,027 359 0.0% 0.0% 299 -42 -3.93% Q2 2026 Aug 10, 2026
Wedmont Private Capital History No change 1,076 354 0.01% 0.01% 300 0 0.0% Q2 2026 Jul 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 1,007 352 0.04% 0.03% 301 0 0.0% Q2 2026 Jul 09, 2026
Twin Tree Management, LP History New 1,000 350 0.01% — 303 +1,000 New Q2 2026 Aug 12, 2026
Davidson Kahn Capital Management, LLC History No change 1,000 350 0.15% 0.15% 302 0 0.0% Q2 2026 Jul 14, 2026
Pinnacle Financial Partners, Inc. History No change 993 347 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 983 344 0.0% 0.0% 305 +38 4.02% Q2 2026 Aug 04, 2026
Thomasville National Bank History New 975 341 0.02% — 306 +975 New Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 949 332 0.0% 0.0% 307 -67 -6.59% Q2 2026 Jul 23, 2026
Abacus Wealth Partners, LLC History Reduced 941 329 0.03% 0.03% 308 -143 -13.19% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 932 326 0.0% 0.0% 309 +333 55.59% Q2 2026 Aug 10, 2026
Arkadios Wealth Advisors History Added to 926 324 0.0% 0.0% 310 +23 2.55% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 923 323 0.0% 0.0% 311 +133 16.84% Q2 2026 Aug 11, 2026
DANSKE BANK A/S History Reduced 922 322 0.0% 0.0% 312 -208 -18.41% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History Reduced 912 319 0.0% 0.0% 313 -590 -39.28% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 909 318 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 14, 2026
SIGNATUREFD, LLC History Added to 892 312 0.0% 0.0% 315 +36 4.21% Q2 2026 Jul 23, 2026
Hardy Reed LLC History Reduced 887 310 0.02% 0.02% 316 -20 -2.21% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History Reduced 885 309 0.01% 0.01% 317 -1,145 -56.4% Q2 2026 Aug 11, 2026
Valued Retirements, Inc. History No change 864 302 0.27% 0.24% 318 0 0.0% Q2 2026 Aug 13, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 862 301 0.09% 0.08% 319 -1 -0.12% Q2 2026 Aug 10, 2026
Pacific Excel Wealth Advisors, Inc. History New 852 298 0.12% — 321 +852 New Q2 2026 Jul 06, 2026
Heritage Family Offices, LLP History Reduced 852 298 0.12% 0.18% 320 -577 -40.38% Q2 2026 Jul 29, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 850 297 0.0% 0.0% 322 -185 -17.87% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Reduced 837 293 0.0% 0.0% 323 -17 -1.99% Q2 2026 Aug 07, 2026
Fifth Third Wealth Advisors LLC History Reduced 839 293 0.01% 0.01% 324 -2 -0.24% Q2 2026 Jul 17, 2026
&PARTNERS History Reduced 833 291 0.0% 0.0% 325 -128 -13.32% Q2 2026 Aug 14, 2026
Round Rock Advisors LLC History No change 804 281 0.04% 0.03% 326 0 0.0% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History Reduced 800 280 0.0% 0.0% 327 -58 -6.76% Q2 2026 Aug 03, 2026
WEDBUSH SECURITIES INC History No change 792 277 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 28, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 783 274 0.04% 0.03% 329 +45 6.1% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 778 272 0.0% 0.0% 330 +4 0.52% Q2 2026 Aug 17, 2026
Concurrent Investment Advisors, LLC History Reduced 772 270 0.0% 0.0% 333 -29 -3.62% Q2 2026 Jul 27, 2026
SAGE RHINO CAPITAL LLC History Reduced 774 270 0.04% 0.04% 332 -23 -2.89% Q2 2026 Aug 03, 2026
KBC Group NV History No change 770 270 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 05, 2026
Intellectus Partners, LLC History Reduced 760 266 0.05% 0.04% 334 -25 -3.18% Q2 2026 Aug 12, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 749 262 0.03% — 335 +749 New Q2 2026 Aug 03, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 921 259 0.01% 0.01% 336 0 0.0% Q1 2026 Apr 15, 2026
QRG CAPITAL MANAGEMENT, INC. History New 721 252 0.0% — 338 +721 New Q2 2026 Sep 23, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 720 252 0.0% 0.01% 337 -122 -14.49% Q2 2026 Aug 14, 2026
WRAPMANAGER INC History Reduced 717 250 0.08% 0.08% 339 -62 -7.96% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 4,973 248 0.0% 0.0% 340 +129 2.66% Q2 2026 Jul 15, 2026
Procyon Advisors, LLC History New 682 238 0.01% — 341 +682 New Q2 2026 Jul 09, 2026
Three Magnolias Financial Advisors, LLC History New 680 238 0.13% — 342 +680 New Q2 2026 Jul 31, 2026
JUPITER ASSET MANAGEMENT LTD History New 679 237 0.0% — 344 +679 New Q2 2026 Aug 10, 2026
NICOLET BANKSHARES INC History Reduced 692 237 0.01% 0.01% 343 -201 -22.51% Q2 2026 Aug 11, 2026
GREENLEAF TRUST History New 673 235 0.0% — 345 +673 New Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History New 656 229 0.0% — 346 +656 New Q2 2026 Jul 28, 2026
XML Financial, LLC History New 645 225 0.02% — 347 +645 New Q2 2026 Jul 24, 2026
Callan Family Office, LLC History New 641 224 0.0% — 348 +641 New Q2 2026 Aug 11, 2026
Persistent Asset Partners Ltd History New 624 218 0.07% — 349 +624 New Q2 2026 Aug 06, 2026
Ballentine Partners, LLC History Reduced 607 212 0.0% 0.0% 350 -267 -30.55% Q2 2026 Jul 17, 2026
CWM, LLC History No change 734 206 0.0% 0.0% 351 0 0.0% Q1 2026 May 14, 2026
Lido Advisors, LLC History New 586 205 0.0% — 352 +586 New Q2 2026 Aug 07, 2026
Ponta Wealth Partners, LLC History New 586 205 0.11% — 353 +586 New Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 577 201 0.0% — 354 +577 New Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History Reduced 569 199 0.01% 0.01% 355 -3 -0.52% Q2 2026 Sep 04, 2026
Central Pacific Bank - Trust Division History Added to 557 194 0.02% 0.02% 357 +20 3.72% Q2 2026 Jul 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 555 194 0.02% 0.02% 356 +12 2.21% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History Reduced 550 192 0.0% 0.0% 358 -65 -10.57% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History Reduced 452 158 0.0% 0.0% 359 -99 -17.97% Q2 2026 Jul 21, 2026
FIRST HORIZON CORP History No change 371 129 0.0% 0.0% 360 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 310 105 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History Reduced 296 103 0.02% 0.02% 362 -20 -6.33% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History Added to 281 98 0.0% 0.0% 363 +117 71.34% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 284 97 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 27, 2026
UMB Bank, n.a. History Reduced 273 95 0.0% 0.0% 365 -2 -0.73% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 269 93 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 12, 2026
SUMMIT SECURITIES GROUP LLC History New 253 88 0.01% — 367 +253 New Q2 2026 Aug 03, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History New 230 80 0.0% — 369 +230 New Q2 2026 Jul 30, 2026
CX Institutional History No change 228 80 0.0% 0.0% 368 0 0.0% Q2 2026 Jul 01, 2026
EverSource Wealth Advisors, LLC History Reduced 223 78 0.0% 0.0% 371 -162 -42.08% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History No change 223 78 0.0% 0.0% 370 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 212 74 0.0% 0.0% 372 -143 -40.28% Q2 2026 Aug 13, 2026
UNION SAVINGS BANK History No change 212 74 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 211 73 0.0% 0.0% 374 -179 -45.9% Q2 2026 Aug 04, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 205 71 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History Reduced 198 69 0.06% 0.17% 377 -355 -64.2% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 199 69 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Reduced 197 68 0.0% 0.0% 379 -63 -24.23% Q2 2026 Jul 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 193 68 0.0% 0.0% 378 +49 34.03% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 188 65 0.01% 0.01% 380 0 0.0% Q2 2026 Jul 27, 2026
Kemnay Advisory Services Inc. History Added to 174 60 0.01% 0.01% 381 +28 19.18% Q2 2026 Aug 14, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 160 56 0.02% 0.02% 382 0 0.0% Q2 2026 Aug 07, 2026
Eurizon Capital SGR S.p.A. History New 158 54 0.0% — 383 +158 New Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History Added to 135 47 0.0% 0.0% 384 +19 16.38% Q2 2026 Jul 22, 2026
Cassaday & Co Wealth Management LLC History New 126 44 0.0% — 385 +126 New Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History Reduced 115 40 0.0% 0.0% 386 -48 -29.45% Q2 2026 Jul 28, 2026
Allworth Financial LP History Added to 104 36 0.0% 0.0% 387 +8 8.33% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 105 36 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 15, 2026
Smithfield Trust Co History No change 100 35 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History Added to 98 34 0.0% 0.0% 390 +83 553.33% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History Added to 97 33 0.01% 0.0% 391 +34 53.97% Q2 2026 Jul 27, 2026
Versant Capital Management, Inc History No change 93 32 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 02, 2026
CoreCap Advisors, LLC History No change 82 28 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 06, 2026
V-Square Quantitative Management LLC History No change 76 26 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 27, 2026
Meramec Financial Planners, LLC History No change 82 26 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 28, 2026
Rialto Wealth Management, LLC History Added to 69 24 0.0% 0.0% 396 +2 2.99% Q2 2026 Aug 11, 2026
Covestor Ltd History Reduced 53 19 0.01% 0.02% 399 -32 -37.65% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History Reduced 55 19 0.0% 0.0% 398 -27 -32.93% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 57 19 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History New 50 17 0.0% — 400 +50 New Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History Added to 44 15 0.0% 0.0% 401 +2 4.76% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 40 14 0.0% 0.0% 402 +27 207.69% Q2 2026 Aug 12, 2026
LRI Investments, LLC History Reduced 36 12 0.0% 0.0% 404 -2 -5.26% Q2 2026 Jul 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 37 12 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 12, 2026
CVA Family Office, LLC History Added to 32 11 0.0% 0.0% 405 +4 14.29% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History Added to 31 10 0.0% 0.0% 406 +4 14.81% Q2 2026 Jul 10, 2026
Caitong International Asset Management Co., Ltd History New 27 9 0.0% — 408 +27 New Q2 2026 Aug 04, 2026
Torren Management, LLC History No change 28 9 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 10, 2026
City State Bank History New 24 8 0.0% — 410 +24 New Q2 2026 Jul 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 26 8 0.0% 0.0% 409 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History New 22 7 0.0% — 413 +22 New Q2 2026 Aug 13, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 21 7 0.0% 0.01% 412 -11 -34.38% Q2 2026 Jul 06, 2026
Private Wealth Management Group, LLC History No change 21 7 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 27, 2026
MANNING & NAPIER ADVISORS LLC History New 20 6 0.0% — 414 +20 New Q2 2026 Aug 13, 2026
WPG Advisers, LLC History New 17 5 0.0% — 419 +17 New Q2 2026 Aug 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 16 5 0.0% 0.0% 415 -7 -30.43% Q2 2026 Jul 02, 2026
RAFFA WEALTH MANAGEMENT, LLC History Added to 16 5 0.0% 0.0% 417 +2 14.29% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 15 5 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Family Office, LLC History No change 16 5 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History New 15 4 0.0% — 423 +15 New Q2 2026 Aug 13, 2026
Quarry LP History New 13 4 0.0% — 422 +13 New Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History Added to 14 4 0.0% 0.0% 421 +2 16.67% Q2 2026 Jul 24, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 14 4 0.0% 0.0% 420 -1 -6.67% Q2 2026 Jul 20, 2026
Westfuller Advisors, LLC History No change 10 3 0.0% 0.0% 424 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History New 8 2 0.0% — 433 +8 New Q2 2026 Aug 12, 2026
Strengthening Families & Communities, LLC History New 8 2 0.0% — 435 +8 New Q2 2026 Aug 11, 2026
Plante Moran Financial Advisors, LLC History New 7 2 0.0% — 434 +7 New Q2 2026 Aug 06, 2026
Dogwood Wealth Management LLC History New 7 2 0.0% — 436 +7 New Q2 2026 Jul 06, 2026
Hughes Financial Services, LLC History Added to 7 2 0.0% — 430 +5 250.0% Q2 2026 Jul 20, 2026
HFM Investment Advisors, LLC History Added to 7 2 0.0% — 431 +5 250.0% Q2 2026 Aug 04, 2026
IFP Advisors, Inc History No change 6 2 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 7 2 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 06, 2026
SJS Investment Consulting Inc. History No change 7 2 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 22, 2026
DiNuzzo Private Wealth, Inc. History No change 6 2 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 10, 2026
Ankerstar Wealth, LLC History No change 7 2 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 7 2 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 10, 2026
Creative Capital Management Investments LLC History New 5 1 0.0% — 445 +5 New Q2 2026 Jul 24, 2026
WEBSTER BANK, N. A. History New 4 1 0.0% — 442 +4 New Q2 2026 Jul 20, 2026
Noble Wealth Management PBC History New 4 1 0.0% — 447 +4 New Q2 2026 Jul 01, 2026
Clearstead Advisors, LLC History New 3 1 0.0% — 441 +3 New Q2 2026 Aug 06, 2026
Prestige Wealth Management Group LLC History New 3 1 0.0% — 443 +3 New Q2 2026 Aug 14, 2026
Evolution Advisers, Inc. History New 3 1 0.0% — 444 +3 New Q2 2026 Jul 31, 2026
Rakuten Securities, Inc. History New 3 1 0.0% — 446 +3 New Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History No change 4 1 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 16, 2026
Trust Co History No change 3 1 0.0% — 438 0 0.0% Q2 2026 Jul 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 4 1 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 24, 2026
Ares Financial Consulting, LLC History No change 5 1 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 09, 2026
Two Creeks Capital Management, LP History Closed out 0 0 — 5.23% — -180,938 -100.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 — 0.02% — -65,236 -100.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Closed out 0 0 — 0.12% — -57,657 -100.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History Closed out 0 0 — 0.12% — -31,493 -100.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.02% — -30,501 -100.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 — 0.01% — -21,945 -100.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History Closed out 0 0 — 0.17% — -20,612 -100.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 — 0.0% — -17,693 -100.0% Q2 2026 Aug 13, 2026
SummitTX Capital, L.P. History Closed out 0 0 — 0.15% — -17,227 -100.0% Q2 2026 Aug 14, 2026
Freemont Management S.A. History Closed out 0 0 — 0.57% — -13,500 -100.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.0% — -13,291 -100.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History Closed out 0 0 — 0.2% — -12,074 -100.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History Closed out 0 0 — 0.06% — -9,837 -100.0% Q2 2026 Aug 07, 2026
Edgestream Partners, L.P. History Closed out 0 0 — 0.09% — -9,321 -100.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.08% — -4,824 -100.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.0% — -4,509 -100.0% Q2 2026 Aug 14, 2026
Waratah Capital Advisors Ltd. History Closed out 0 0 — 0.05% — -4,383 -100.0% Q2 2026 Aug 11, 2026
Mariner, LLC History Closed out 0 0 — 0.0% — -4,050 -100.0% Q2 2026 Aug 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.1% — -4,024 -100.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.14% — -3,072 -100.0% Q2 2026 Aug 04, 2026
Apeiron RIA LLC History Closed out 0 0 — 0.13% — -1,962 -100.0% Q2 2026 Jul 16, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,824 -100.0% Q2 2026 Aug 17, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 — 0.14% — -1,656 -100.0% Q2 2026 Aug 10, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 — 0.11% — -1,473 -100.0% Q2 2026 Aug 14, 2026
Capital CS Group, LLC History Closed out 0 0 — 0.81% — -1,399 -100.0% Q2 2026 Aug 12, 2026
Gallacher Capital Management LLC History Closed out 0 0 — 0.14% — -1,302 -100.0% Q2 2026 Jul 16, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 — 0.02% — -1,299 -100.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History Closed out 0 0 — 0.0% — -1,105 -100.0% Q2 2026 Aug 12, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 — 0.03% — -1,089 -100.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History Closed out 0 0 — 0.0% — -1,083 -100.0% Q2 2026 Aug 13, 2026
Penserra Capital Management LLC History Closed out 0 0 — 0.0% — -987 -100.0% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History Closed out 0 0 — 0.0% — -932 -100.0% Q2 2026 Aug 06, 2026
Comprehensive Financial Planning, Inc./PA History Closed out 0 0 — 0.17% — -873 -100.0% Q2 2026 Aug 10, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 0.02% — -843 -100.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -840 -100.0% Q2 2026 Aug 14, 2026
ROMAN BUTLER FULLERTON & CO History Closed out 0 0 — 0.06% — -730 -100.0% Q2 2026 Aug 06, 2026
Addison Advisors LLC History Closed out 0 0 — 0.03% — -418 -100.0% Q2 2026 Aug 10, 2026
Opal Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -178 -100.0% Q2 2026 Jul 20, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -143 -100.0% Q2 2026 Jul 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -88 -100.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -61 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -60 -100.0% Q2 2026 Aug 14, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -49 -100.0% Q2 2026 Jul 20, 2026
Leonteq Securities AG History Closed out 0 0 — 0.0% — -33 -100.0% Q2 2026 Jul 27, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — — — -2 -100.0% Q2 2026 Jul 15, 2026
Davis Capital Management History New 1 0 — — — +1 New Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History New 1 0 — — — +1 New Q2 2026 Aug 05, 2026
Navigoe, LLC History New 1 0 — — — +1 New Q2 2026 Jul 31, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Aug 07, 2026
TD Capital Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Sunbelt Securities, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 15, 2026
Bay Harbor Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Rossby Financial, LCC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026