Evolent Health, Inc. - EVH

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
BlackRock, Inc. History No change 14,814,851 80,296 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
CADIAN CAPITAL MANAGEMENT, LP History No change 10,814,473 58,614 4.44% 4.44% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,969,012 48,612 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 6,245,283 33,849 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Rubicon Founders LLC History No change 5,816,123 31,523 16.05% 16.05% 5 0 0.0% Q2 2026 Aug 14, 2026
Engaged Capital LLC History No change 5,563,912 30,156 9.22% 9.22% 6 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 5,107,561 27,682 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,787,994 25,950 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 3,413,245 18,499 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 3,132,085 16,975 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,904,912 15,748 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
Rock Springs Capital Management LP History No change 2,500,000 13,550 0.66% 0.66% 12 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 2,460,431 13,335 0.0% 0.0% 13 0 0.0% Q2 2026 Sep 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,131,573 11,553 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,745,852 9,462 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Rock Point Advisors, LLC History No change 1,719,886 9,321 2.28% 2.28% 16 0 0.0% Q2 2026 Aug 06, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,601,638 8,680 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 1,567,816 8,497 0.15% 0.15% 18 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,347,822 7,305 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 1,276,800 6,920 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,263,653 6,848 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,003,245 5,437 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Hudson Bay Capital Management LP History No change 913,109 4,949 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 875,398 4,744 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 863,687 4,681 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 860,358 4,663 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 792,768 4,296 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 765,020 4,149 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 762,362 4,132 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 699,267 3,790 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 666,502 3,612 0.07% 0.07% 31 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 656,463 3,558 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 630,000 3,414 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 603,514 3,271 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 02, 2026
GSA CAPITAL PARTNERS LLP History No change 561,189 3,042 0.19% 0.19% 35 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 498,272 2,700 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
FORMULA GROWTH LTD History No change 485,000 2,628 0.92% 0.92% 37 0 0.0% Q2 2026 Aug 17, 2026
CITIGROUP INC History No change 465,146 2,521 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 03, 2026
Tejara Capital Ltd History No change 441,456 2,392 0.98% 0.98% 39 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 414,582 2,247 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 388,090 2,103 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 371,753 2,015 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 364,129 1,973 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Benefit Street Partners LLC History No change 363,165 1,968 2.83% 2.83% 44 0 0.0% Q2 2026 Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 349,830 1,896 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 344,628 1,867 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 330,017 1,788 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 303,343 1,644 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
BRIGHTON JONES LLC History No change 294,096 1,593 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 11, 2026
Jefferies Financial Group Inc. History No change 291,600 1,580 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 17, 2026
FRANKLIN RESOURCES INC History No change 264,453 1,433 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 264,477 1,433 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 250,842 1,359 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 249,803 1,353 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 247,500 1,341 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 237,199 1,280 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 227,708 1,234 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 216,175 1,171 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 204,990 1,111 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 203,369 1,102 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 06, 2026
GABELLI FUNDS LLC History No change 198,300 1,074 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 190,754 1,033 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 275,158 960 0.01% 0.01% 63 +46,466 20.32% Q3 2026 Oct 06, 2026
AMERIPRISE FINANCIAL INC History No change 171,751 930 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 165,606 898 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 159,986 867 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 157,823 855 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 150,000 813 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 140,267 760 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 17, 2026
JANE STREET GROUP, LLC History No change 133,400 723 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 112,419 609 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 108,973 590 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 107,436 582 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 100,896 546 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
Quinn Opportunity Partners LLC History No change 99,687 540 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
Atom Investors LP History No change 90,138 488 0.04% 0.04% 76 0 0.0% Q2 2026 Aug 14, 2026
Tempus Wealth Planning, LLC History No change 83,805 454 0.09% 0.09% 77 0 0.0% Q2 2026 Jul 22, 2026
State of Wyoming History No change 82,354 446 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 81,594 442 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 27, 2026
Graham Capital Management, L.P. History No change 76,924 416 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 71,488 387 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 71,000 384 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 70,584 383 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 69,251 375 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 67,378 365 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 61,050 352 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 63,454 343 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 60,777 329 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 60,702 329 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 60,221 326 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History No change 60,041 325 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 55,359 300 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 11, 2026
Jain Global LLC History No change 55,465 300 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 123,790 282 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 49,778 269 0.07% 0.07% 95 0 0.0% Q2 2026 Aug 10, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 49,408 267 0.09% 0.09% 96 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 45,854 248 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
Numerai GP LLC History No change 44,952 243 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 37,219 201 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 36,249 196 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,848 194 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 19, 2026
HB Wealth Management, LLC History No change 35,842 194 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 32,506 176 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 23, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 32,288 175 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 31,444 170 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 30,449 165 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 30,468 165 0.0% 0.0% 107 0 0.0% Q2 2026 Sep 09, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 30,523 165 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
ERn Financial, LLC History No change 29,574 160 0.03% 0.03% 109 0 0.0% Q2 2026 Jul 23, 2026
Headlands Technologies LLC History No change 29,292 158 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 24,833 146 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 15, 2026
WINTON GROUP Ltd History No change 26,700 144 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History No change 25,275 136 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 24,928 135 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 23,483 127 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 10, 2026
Virtu Financial LLC History No change 23,194 126 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 22,648 122 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 22,541 122 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 21,583 116 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 20,536 111 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 07, 2026
Schonfeld Strategic Advisors LLC History No change 20,447 110 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 19,024 104 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 17,722 96 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History No change 17,119 92 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 10, 2026
One68 Global Capital, LLC History No change 16,514 89 0.19% 0.19% 125 0 0.0% Q2 2026 Aug 17, 2026
LAZARD ASSET MANAGEMENT LLC History No change 16,123 87 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History No change 15,001 81 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 14,686 79 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 03, 2026
Williams & Novak, LLC History No change 14,480 78 0.05% 0.05% 129 0 0.0% Q2 2026 Jul 08, 2026
Sequoia Financial Advisors, LLC History No change 14,313 77 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 17, 2026
OSAIC HOLDINGS, INC. History No change 14,309 77 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 14,150 76 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 24, 2026
Merit Financial Group, LLC History No change 13,382 72 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,148 66 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 12,037 65 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 12,047 65 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 11,752 63 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Aquatic Capital Management LLC History No change 11,793 63 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 11,446 62 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 11,272 61 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History No change 10,918 59 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 10,177 55 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 9,805 53 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,387 50 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 07, 2026
Arax Advisory Partners History No change 7,720 41 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History No change 6,662 36 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History No change 6,269 33 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 5,225 28 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
FNY Investment Advisers, LLC History No change 5,000 27 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 08, 2026
Allied Private Wealth LLC History No change 3,660 20 0.01% 0.01% 150 0 0.0% Q2 2026 Jul 09, 2026
Parallel Advisors, LLC History No change 3,043 16 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 05, 2026
WOLFF WIESE MAGANA LLC History No change 3,000 16 0.01% 0.01% 152 0 0.0% Q2 2026 Jul 13, 2026
GAMMA Investing LLC History No change 2,726 14 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,468 13 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Covestor Ltd History No change 2,504 13 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 2,000 10 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 1,980 10 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 1,563 8 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 24, 2026
Sterling Capital Management LLC History No change 1,634 8 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,658 8 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 07, 2026
Cetera Trust Company, N.A History No change 1,500 8 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 1,425 7 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
Essential Partners LLC History No change 1,392 7 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 1,129 6 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 911 4 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 696 3 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 563 3 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 562 3 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 24, 2026
North Star Investment Management Corp. History No change 380 2 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 475 2 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 31, 2026
Optiver Holding B.V. History No change 484 2 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 454 2 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 04, 2026
Commonwealth Retirement Investments LLC History No change 503 2 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 03, 2026
Quarry LP History No change 482 2 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 495 1 0.0% 0.0% 176 -403 -44.88% Q3 2026 Oct 05, 2026
US BANCORP \DE\ History No change 305 1 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 188 1 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 303 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 220 1 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 22, 2026
Fortitude Family Office, LLC History No change 277 1 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History No change 287 1 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 27, 2026
Basecamp Wealth Advisors LLC History No change 294 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Closed out 0 0 — 0.0% — -2,650 -100.0% Q3 2026 Oct 01, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
Clearstead Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 36 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 25 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Elequin Capital, LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 13 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
SBI Securities Co., Ltd. History No change 135 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Dunhill Financial, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 112 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Wealth Enhancement Trust Services, Inc. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Keating Financial Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Management LLC History No change 183 0 — — — 0 0.0% Q2 2026 Aug 28, 2026