Evercore Inc. - EVR

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 3,715,623 1,268,662 0.02% 0.02% 1 +66,765 1.83% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 1,956,150 667,907 0.03% 0.03% 2 -17,994 -0.91% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,710,982 584,197 0.2% 0.18% 3 +394,130 29.93% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 1,680,210 573,690 0.01% 0.01% 4 -14,739 -0.87% Q2 2026 Aug 13, 2026
Invesco Ltd. History Added to 1,602,673 547,216 0.04% 0.07% 5 +177,987 12.49% Q2 2026 Aug 14, 2026
STATE STREET CORP History Added to 1,206,119 411,817 0.01% 0.01% 6 +27,095 2.3% Q2 2026 Sep 22, 2026
FMR LLC History Reduced 1,132,481 386,674 0.02% 0.03% 7 -537,181 -32.17% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,098,427 375,109 0.02% 0.02% 8 +55,089 5.28% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Reduced 803,015 274,182 0.01% 0.02% 9 -114,786 -12.51% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 642,464 219,362 0.08% 0.01% 10 +566,506 745.81% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 624,987 213,395 0.04% 0.03% 11 +1,728 0.28% Q2 2026 Aug 14, 2026
Boston Partners History Added to 614,517 209,823 0.19% 0.18% 12 +34,343 5.92% Q2 2026 Aug 04, 2026
TD ASSET MANAGEMENT INC History Reduced 609,109 207,974 0.18% 0.23% 13 -349,363 -36.45% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 556,420 189,970 0.03% 0.03% 14 +7,890 1.44% Q2 2026 Aug 11, 2026
UBS Group AG History Added to 503,403 171,881 0.02% 0.01% 15 +208,998 70.99% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History Reduced 423,875 144,728 0.04% 0.04% 16 -844 -0.2% Q2 2026 Aug 04, 2026
NORGES BANK History New 417,041 142,394 0.01% — 17 +417,041 New Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History Reduced 409,197 137,519 0.01% 0.01% 18 -59,685 -12.73% Q2 2026 Aug 12, 2026
Bahl & Gaynor LLC History Reduced 395,493 135,037 0.62% 0.6% 19 -6,340 -1.58% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 393,112 134,224 0.13% 0.11% 20 +74,145 23.25% Q2 2026 Aug 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 376,150 128,432 0.08% 0.08% 21 +22,200 6.27% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Reduced 353,320 120,637 0.01% 0.01% 22 -3,844 -1.08% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 349,683 119,395 0.01% 0.02% 23 -174,848 -33.33% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 347,147 118,529 0.05% 0.04% 24 +114,576 49.26% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History Reduced 344,921 117,769 0.13% 0.15% 25 -45,663 -11.69% Q2 2026 Aug 14, 2026
Capital International Investors History Added to 324,747 110,881 0.02% 0.01% 26 +168,978 108.48% Q2 2026 Aug 12, 2026
Artemis Investment Management LLP History Added to 315,762 107,813 0.96% 0.87% 27 +40,580 14.75% Q2 2026 Jul 23, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 310,105 105,882 0.29% 0.33% 28 -21,004 -6.34% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Reduced 302,828 103,397 0.02% 0.02% 29 -16,409 -5.14% Q2 2026 Aug 06, 2026
Paralel Advisors LLC History No change 300,000 102,432 3.96% 3.72% 30 0 0.0% Q2 2026 Aug 11, 2026
Stephens Investment Management Group LLC History Added to 282,832 96,570 1.04% 1.06% 31 +23,024 8.86% Q2 2026 Jul 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 275,398 94,031 0.01% 0.01% 32 +88 0.03% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Added to 250,095 85,392 0.08% 0.08% 33 +1,231 0.49% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 243,109 83,007 0.02% 0.02% 34 +4,005 1.68% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 239,490 81,771 0.25% 0.25% 35 -16,986 -6.62% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 218,035 74,445 0.0% 0.01% 36 -16,654 -7.1% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 217,208 74,163 0.27% 0.18% 37 +72,776 50.39% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 197,932 67,581 0.05% 0.03% 38 +89,347 82.28% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 197,638 67,481 0.04% 0.04% 39 -1,132 -0.57% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 194,737 66,491 0.03% 0.01% 40 +111,434 133.77% Q2 2026 Aug 12, 2026
Azora Capital LP History New 186,028 63,517 2.68% — 41 +186,028 New Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 184,970 63,156 0.08% 0.09% 42 +9,337 5.32% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History Reduced 170,140 58,093 0.09% 0.09% 43 -2,993 -1.73% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 172,702 57,805 0.04% 0.04% 44 -18,225 -9.55% Q2 2026 Aug 13, 2026
TimesSquare Capital Management, LLC History Reduced 165,959 56,665 0.83% 0.84% 45 -7 -0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 156,180 53,326 0.07% 0.08% 46 -17,680 -10.17% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History Added to 139,266 47,550 0.38% 0.37% 47 +12,649 9.99% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 134,065 45,775 0.04% 0.04% 48 -27,740 -17.14% Q2 2026 Sep 09, 2026
Jupiter Topco LLC History New 132,403 45,230 0.02% — 49 +132,403 New Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 127,099 43,389 0.01% 0.0% 50 +71,145 127.15% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 121,454 41,469 0.06% 0.07% 51 -20,170 -14.24% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History Added to 118,792 40,560 0.03% 0.02% 52 +43,657 58.1% Q2 2026 Aug 13, 2026
Global Alpha Capital Management Ltd. History Reduced 118,121 40,331 2.42% 2.13% 53 -736 -0.62% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History Reduced 117,846 40,237 0.01% 0.01% 54 -16,057 -11.99% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History Added to 115,831 39,549 0.3% 0.15% 55 +54,515 88.91% Q2 2026 Jul 24, 2026
JANUS HENDERSON GROUP PLC History No change 127,872 38,171 0.02% 0.02% 56 0 0.0% Q1 2026 May 18, 2026
Ceredex Value Advisors LLC History Reduced 108,250 36,960 1.04% 1.16% 57 -15,275 -12.37% Q2 2026 Aug 11, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 107,878 36,833 1.04% 1.07% 58 -90 -0.08% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 104,279 35,605 0.27% 0.24% 59 -3,977 -3.67% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History Reduced 102,758 35,085 0.08% 0.08% 60 -5,073 -4.7% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History Added to 100,016 34,149 0.09% 0.0% 61 +96,275 2573.51% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Reduced 99,799 34,075 0.03% 0.03% 62 -638 -0.64% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 98,494 33,629 0.01% 0.01% 63 -1,748 -1.74% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 99,887 33,433 0.06% 0.07% 64 -261 -0.26% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History Reduced 94,525 32,274 0.15% 0.13% 65 -349 -0.37% Q2 2026 Aug 11, 2026
Retirement Systems of Alabama History Reduced 93,181 31,815 0.1% 0.1% 66 -7,408 -7.36% Q2 2026 Jul 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 91,600 31,275 0.02% 0.02% 67 -24,440 -21.06% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History Reduced 91,374 31,199 0.09% 0.09% 68 -528 -0.57% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 89,248 30,472 0.01% 0.01% 69 +1,955 2.24% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 87,797 29,977 0.01% 0.01% 70 +1,511 1.75% Q2 2026 Aug 04, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 87,345 29,823 0.15% 0.14% 71 +2,148 2.52% Q2 2026 Jul 17, 2026
Walleye Trading LLC History Reduced 82,700 28,237 0.03% 0.15% 72 -213,900 -72.12% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History Reduced 82,413 28,139 0.02% 0.03% 73 -20,593 -19.99% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 81,982 27,992 0.1% 0.08% 74 +17,100 26.36% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History Reduced 80,991 27,653 0.0% 0.0% 75 -16,585 -17.0% Q2 2026 Aug 14, 2026
MARSICO CAPITAL MANAGEMENT LLC History Added to 79,919 27,287 0.71% 0.45% 76 +29,080 57.2% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History Added to 78,541 26,816 0.02% 0.02% 77 +4,139 5.56% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 77,054 26,309 0.01% 0.01% 78 +3,654 4.98% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Added to 75,810 25,884 0.04% 0.03% 79 +5,694 8.12% Q2 2026 Aug 11, 2026
Swiss National Bank History Reduced 75,520 25,785 0.01% 0.01% 80 -1,040 -1.36% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History Reduced 74,739 25,505 0.07% 0.12% 81 -61,271 -45.05% Q2 2026 Jul 27, 2026
Interval Partners, LP History Added to 74,149 25,317 0.65% 0.35% 82 +29,035 64.36% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 73,820 25,205 0.01% 0.01% 83 +901 1.24% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 73,592 25,127 0.3% — 84 +73,592 New Q2 2026 Aug 06, 2026
Cerity Partners LLC History Added to 73,252 25,011 0.03% 0.03% 85 +11,799 19.2% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Reduced 73,000 24,925 0.0% 0.01% 86 -150,375 -67.32% Q2 2026 Sep 02, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 70,542 24,085 0.0% 0.01% 87 -229,883 -76.52% Q2 2026 Aug 14, 2026
Woodline Partners LP History Added to 70,414 24,042 0.07% 0.06% 88 +20,331 40.59% Q2 2026 Aug 14, 2026
Longaeva Partners L.P. History Reduced 67,925 23,192 0.51% 1.74% 89 -89,338 -56.81% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History Added to 63,330 21,623 0.06% 0.06% 90 +250 0.4% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History New 62,852 21,460 0.12% — 91 +62,852 New Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 62,310 21,275 0.2% 0.16% 92 +9,420 17.81% Q2 2026 Aug 14, 2026
Mariner, LLC History Added to 61,662 21,053 0.02% 0.01% 93 +21,325 52.87% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 59,232 20,224 0.16% 0.16% 94 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 58,797 20,075 0.03% 0.14% 95 -310,243 -84.07% Q2 2026 Aug 14, 2026
COOKSON PEIRCE & CO INC History Reduced 57,371 19,588 0.65% 0.73% 96 -79 -0.14% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History Reduced 57,145 19,510 0.02% 0.03% 97 -21,096 -26.96% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History Added to 56,837 19,406 0.0% 0.0% 98 +10,837 23.56% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History Reduced 56,800 19,393 0.08% 0.12% 99 -9,737 -14.63% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 56,474 19,282 0.07% 0.06% 100 +1,592 2.9% Q2 2026 Jul 30, 2026
Legal & General Group Plc History Added to 56,081 19,148 0.0% 0.0% 101 +1,186 2.16% Q2 2026 Aug 14, 2026
CCM INVESTMENT ADVISERS LLC History Added to 55,434 18,927 1.46% 1.57% 102 +471 0.86% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 60,674 18,111 0.01% 0.01% 103 -369 -0.6% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 52,315 17,862 0.04% 0.04% 104 -4,682 -8.21% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 51,078 17,440 0.05% 0.05% 105 +9,810 23.77% Q2 2026 Aug 06, 2026
CITIGROUP INC History Added to 50,031 17,082 0.01% 0.0% 106 +37,857 310.97% Q2 2026 Aug 03, 2026
ROYAL BANK OF CANADA History Added to 49,121 16,771 0.0% 0.0% 107 +1,808 3.82% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 48,882 16,690 0.01% 0.01% 108 +3,449 7.59% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History Added to 47,468 16,208 0.03% 0.0% 109 +44,747 1644.51% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 46,399 15,842 0.0% 0.01% 110 -20,137 -30.26% Q2 2026 Sep 23, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 45,486 15,531 0.03% 0.03% 111 -1,423 -3.03% Q2 2026 Jul 23, 2026
Empire Life Investments Inc. History Reduced 45,428 15,510 0.87% 0.87% 112 -1,864 -3.94% Q2 2026 Jul 24, 2026
Jain Global LLC History New 45,101 15,399 0.06% — 113 +45,101 New Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 43,624 14,894 0.01% 0.01% 114 -1,242 -2.77% Q2 2026 Aug 24, 2026
Engineers Gate Manager LP History Reduced 42,180 14,401 0.19% 0.33% 115 -46,235 -52.29% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History Added to 41,232 14,078 0.05% 0.05% 116 +452 1.11% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 40,781 13,924 0.0% 0.0% 117 -88 -0.22% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Reduced 40,698 13,895 0.02% 0.02% 118 -2,971 -6.8% Q2 2026 Aug 27, 2026
Morse Asset Management, Inc History Added to 38,601 13,179 2.18% 2.39% 119 +146 0.38% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History Added to 38,512 13,149 0.02% 0.01% 120 +28,049 268.08% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History Added to 37,847 12,922 0.01% 0.01% 121 +3,898 11.48% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 37,739 12,885 0.02% 0.02% 122 +1,396 3.84% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 37,491 12,801 0.0% 0.01% 123 -289,174 -88.52% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History Added to 36,804 12,566 0.32% 0.22% 124 +12,715 52.78% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History Reduced 36,792 12,562 0.08% 0.1% 125 -12,030 -24.64% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 36,113 12,330 0.4% 0.43% 126 -2,685 -6.92% Q2 2026 Jul 17, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 35,975 12,283 0.01% 0.01% 127 +1,183 3.4% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 35,700 12,189 0.02% 0.01% 128 +20,487 134.67% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History Reduced 35,667 12,178 0.01% 0.01% 129 -322 -0.89% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History New 35,515 12,126 0.08% — 130 +35,515 New Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 35,269 12,042 0.04% 0.03% 131 -443 -1.24% Q2 2026 Aug 17, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 35,124 11,992 0.14% 0.15% 132 +617 1.79% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History Reduced 34,998 11,949 0.01% 0.03% 133 -71,180 -67.04% Q2 2026 Sep 02, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 34,457 11,764 0.04% 0.0% 134 +30,849 855.02% Q2 2026 Aug 14, 2026
CWM, LLC History No change 39,349 11,746 0.03% 0.03% 135 0 0.0% Q1 2026 May 14, 2026
Walter Public Investments Inc. History New 34,369 11,734 2.82% — 136 +34,369 New Q2 2026 Aug 05, 2026
Leeward Investments, LLC - MA History Reduced 34,181 11,670 0.53% 0.53% 137 -1,970 -5.45% Q2 2026 Jul 29, 2026
PINNACLE ASSOCIATES LTD History Added to 34,039 11,622 0.13% 0.12% 138 +1,462 4.49% Q2 2026 Aug 03, 2026
Bridgewater Associates, LP History Reduced 33,194 11,333 0.05% 0.12% 139 -57,244 -63.3% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 32,961 11,254 0.04% 0.11% 140 -17,157 -34.23% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Added to 32,650 11,147 0.01% 0.01% 141 +2,766 9.26% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History Reduced 32,284 11,023 0.05% 0.05% 142 -187 -0.58% Q2 2026 Aug 10, 2026
APPLETON PARTNERS INC/MA History Added to 32,222 11,002 0.67% 0.66% 143 +297 0.93% Q2 2026 Jul 21, 2026
FIRST TRUST ADVISORS LP History Added to 31,827 10,867 0.01% 0.01% 144 +5,183 19.45% Q2 2026 Aug 11, 2026
Creative Planning History Added to 31,231 10,663 0.01% 0.01% 145 +6,024 23.9% Q2 2026 Aug 13, 2026
BOKF, NA History Reduced 30,377 10,371 0.14% 0.14% 146 -438 -1.42% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 29,792 10,189 0.0% 0.0% 147 +3,786 14.56% Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History Reduced 29,802 10,175 0.53% 0.52% 148 -3 -0.01% Q2 2026 Jul 29, 2026
CASTLEARK MANAGEMENT LLC History Reduced 29,266 9,992 0.27% 0.3% 149 -1,150 -3.78% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 28,609 9,768 0.04% 0.03% 150 -123 -0.43% Q2 2026 Aug 13, 2026
Man Group plc History Added to 28,255 9,647 0.02% 0.01% 151 +4,125 17.09% Q2 2026 Aug 14, 2026
Amundi History Reduced 27,805 9,493 0.0% 0.0% 152 -27,724 -49.93% Q2 2026 Aug 11, 2026
CRAMER ROSENTHAL MCGLYNN LLC History Reduced 27,490 9,386 0.47% 0.78% 153 -8,178 -22.93% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History Added to 27,229 9,297 0.11% 0.1% 154 +4,180 18.14% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 27,218 9,295 0.01% 0.01% 155 -146 -0.53% Q2 2026 Aug 13, 2026
FIL Ltd History Reduced 26,390 9,010 0.01% 0.01% 156 -1,716 -6.11% Q2 2026 Aug 13, 2026
Channing Capital Management, LLC History Reduced 26,362 9,001 0.21% 0.21% 157 -1,000 -3.65% Q2 2026 Jul 29, 2026
BLAIR WILLIAM & CO/IL History Added to 25,986 8,872 0.02% 0.02% 158 +829 3.3% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History Added to 25,300 8,638 0.0% 0.0% 159 +4,500 21.63% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History New 25,238 8,617 0.04% — 160 +25,238 New Q2 2026 Aug 13, 2026
Sarasin & Partners LLP History No change 25,000 8,536 0.1% 0.09% 161 0 0.0% Q2 2026 Jul 07, 2026
Horizon Investments, LLC History Added to 24,521 8,372 0.09% 0.06% 162 +7,602 44.93% Q2 2026 Aug 13, 2026
Cander Asset Management LP History Reduced 24,357 8,316 1.54% 1.91% 163 -11,253 -31.6% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 24,356 8,315 0.01% 0.01% 164 +11,411 88.15% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 26,830 8,297 0.01% 0.01% 165 +4,762 21.58% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 23,728 8,101 0.01% 0.01% 166 +8,926 60.3% Q2 2026 Aug 19, 2026
BW Gestao de Investimentos Ltda. History Added to 23,498 8,023 0.16% 0.21% 167 +2,488 11.84% Q2 2026 Aug 14, 2026
Waratah Capital Advisors Ltd. History Added to 23,408 7,992 0.27% 0.19% 168 +6,827 41.17% Q2 2026 Aug 11, 2026
Cinctive Capital Management LP History New 22,649 7,733 0.28% — 169 +22,649 New Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 21,972 7,502 0.01% 0.01% 170 +571 2.67% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History Added to 21,658 7,395 0.04% 0.03% 171 +5,286 32.29% Q2 2026 Jul 17, 2026
HSBC HOLDINGS PLC History Added to 21,355 7,323 0.0% 0.0% 172 +13,790 182.29% Q2 2026 Aug 14, 2026
Philadelphia Financial Management of San Francisco, LLC History New 21,191 7,235 1.46% — 173 +21,191 New Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History Reduced 20,891 7,133 0.08% 0.08% 174 -750 -3.47% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 20,661 7,054 0.01% 0.01% 175 -1,396 -6.33% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Reduced 20,649 7,050 0.01% 0.01% 176 -13,659 -39.81% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History Reduced 20,624 7,041 0.02% 0.02% 177 -52 -0.25% Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 20,526 7,008 0.05% 0.01% 178 +19,476 1854.86% Q2 2026 Aug 10, 2026
Prana Capital Management, LP History Reduced 20,325 6,939 0.21% 0.31% 179 -14,051 -40.87% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 20,013 6,833 0.01% 0.01% 180 -916 -4.38% Q2 2026 Aug 05, 2026
AGF MANAGEMENT LTD History Reduced 19,837 6,773 0.03% 0.08% 181 -38,671 -66.1% Q2 2026 Aug 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 19,500 6,657 0.11% 0.19% 182 -819 -4.03% Q2 2026 Jul 28, 2026
MetLife Investment Management, LLC History Reduced 18,592 6,348 0.03% 0.03% 183 -406 -2.14% Q2 2026 Aug 13, 2026
Epoch Investment Partners, Inc. History Reduced 18,515 6,321 0.04% 0.08% 184 -25,960 -58.37% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 18,236 6,226 0.01% 0.01% 185 +709 4.05% Q2 2026 Aug 12, 2026
B. Metzler seel. Sohn & Co. AG History No change 18,222 6,221 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 11, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 18,059 6,166 0.04% 0.04% 187 +817 4.74% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 18,000 6,145 0.01% 0.04% 188 -71,900 -79.98% Q2 2026 Aug 14, 2026
Convergence Investment Partners, LLC History New 17,656 6,028 0.57% — 189 +17,656 New Q2 2026 Jul 31, 2026
AMALGAMATED BANK History Reduced 17,579 6,002 0.04% 0.04% 190 -36 -0.2% Q2 2026 Jul 23, 2026
PEREGRINE INVESTMENT MANAGEMENT INC History Reduced 17,210 5,876 2.5% 4.98% 191 -4,000 -18.86% Q2 2026 Jul 23, 2026
Entropy Technologies, LP History Reduced 16,626 5,676 0.23% 0.36% 192 -9,285 -35.83% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 16,531 5,644 0.04% 0.04% 194 +858 5.47% Q2 2026 Jul 23, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 16,531 5,644 0.07% 0.07% 193 +71 0.43% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 16,170 5,521 0.01% 0.01% 195 -619 -3.69% Q2 2026 Aug 06, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 16,137 5,509 0.48% 0.48% 196 0 0.0% Q2 2026 Aug 07, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 16,090 5,494 0.23% 0.23% 197 0 0.0% Q2 2026 Jul 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 15,827 5,403 0.01% 0.01% 198 -41 -0.26% Q2 2026 Aug 11, 2026
ALPS ADVISORS INC History Added to 15,547 5,308 0.02% 0.02% 199 +457 3.03% Q2 2026 Jul 29, 2026
Alberta Investment Management Corp History New 15,200 5,189 0.03% — 200 +15,200 New Q2 2026 Aug 06, 2026
Harbor Advisors LLC History No change 15,000 5,121 0.64% 0.65% 201 0 0.0% Q2 2026 Jul 28, 2026
NFJ INVESTMENT GROUP, LLC History New 14,986 5,116 0.17% — 202 +14,986 New Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History Reduced 14,957 5,106 0.0% 0.0% 203 -754 -4.8% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History Reduced 14,837 5,065 0.06% 0.07% 204 -2,211 -12.97% Q2 2026 Aug 12, 2026
Oak Harvest Investment Services History New 14,733 5,030 0.47% — 205 +14,733 New Q2 2026 Jul 24, 2026
LPL Financial LLC History Reduced 14,504 4,952 0.0% 0.0% 206 -11,770 -44.8% Q2 2026 Aug 07, 2026
EFG International AG History No change 14,483 4,947 0.09% 0.09% 207 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History Reduced 14,474 4,942 0.01% 0.01% 208 -260 -1.76% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 14,340 4,896 0.05% 0.05% 209 -482 -3.25% Q2 2026 Aug 11, 2026
Centric Wealth Management History No change 14,764 4,710 0.73% 0.94% 210 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History Added to 13,789 4,708 0.19% 0.11% 211 +9,281 205.88% Q2 2026 Aug 12, 2026
TREMBLANT CAPITAL GROUP History Added to 13,673 4,668 0.13% 0.13% 212 +192 1.42% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Reduced 13,500 4,609 0.01% 0.01% 213 -1,500 -10.0% Q2 2026 Jul 21, 2026
SYON CAPITAL LLC History Reduced 13,485 4,604 0.2% 0.23% 214 -2,140 -13.7% Q2 2026 Aug 14, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 13,394 4,573 0.7% 0.71% 215 +447 3.45% Q2 2026 Jul 30, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 13,140 4,486 0.03% — 216 +13,140 New Q2 2026 Aug 25, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 12,714 4,341 0.01% 0.01% 217 -1,433 -10.13% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 12,677 4,328 0.04% 0.04% 218 +224 1.8% Q2 2026 Aug 11, 2026
State of New Jersey Common Pension Fund D History No change 12,554 4,286 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO History Reduced 11,906 4,232 0.04% 0.04% 220 -83 -0.69% Q2 2026 Jul 27, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,836 4,041 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History Added to 11,829 4,038 0.03% 0.03% 222 +994 9.17% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History Added to 11,617 3,967 0.01% 0.01% 223 +960 9.01% Q2 2026 Jul 10, 2026
CX Institutional History Added to 11,612 3,965 0.11% 0.1% 224 +236 2.07% Q2 2026 Jul 01, 2026
US BANCORP \DE\ History Reduced 11,540 3,940 0.0% 0.0% 225 -862 -6.95% Q2 2026 Aug 12, 2026
SRH ADVISORS, LLC History No change 11,525 3,935 1.0% 0.98% 226 0 0.0% Q2 2026 Jul 24, 2026
Louisiana State Employees Retirement System History Added to 11,300 3,858 0.06% 0.06% 227 +100 0.89% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History Added to 11,077 3,782 0.02% 0.0% 228 +9,562 631.16% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 11,001 3,756 0.04% 0.04% 229 -727 -6.2% Q2 2026 Jul 16, 2026
DEUTSCHE BANK AG\ History Reduced 10,789 3,683 0.0% 0.01% 230 -46,305 -81.1% Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History New 10,738 3,666 0.04% — 231 +10,738 New Q2 2026 Jul 22, 2026
XTX Topco Ltd History Reduced 10,622 3,626 0.05% 0.17% 232 -21,727 -67.16% Q2 2026 Aug 14, 2026
Bridge City Capital, LLC History Reduced 10,555 3,603 0.82% 0.89% 233 -208 -1.93% Q2 2026 Aug 11, 2026
Emerald Investment Advisers, LLC History Added to 10,536 3,597 0.24% 0.26% 234 +837 8.63% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History Added to 10,511 3,588 0.04% 0.03% 235 +3,740 55.24% Q2 2026 Aug 12, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Added to 10,481 3,578 0.27% 0.24% 236 +454 4.53% Q2 2026 Jul 21, 2026
Arizona State Retirement System History Reduced 10,382 3,544 0.02% 0.02% 237 -239 -2.25% Q2 2026 Aug 07, 2026
Advisors Asset Management, Inc. History Added to 10,339 3,530 0.05% 0.05% 238 +1,057 11.39% Q2 2026 Aug 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 9,774 3,337 0.02% 0.03% 239 -4,060 -29.35% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 9,701 3,312 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 13, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 9,268 3,164 0.39% 0.4% 241 0 0.0% Q2 2026 Jul 09, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,261 3,162 0.02% 0.01% 242 -430 -4.44% Q2 2026 Jul 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 9,205 3,142 0.03% 0.01% 243 +5,109 124.73% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 9,194 3,139 0.0% 0.0% 244 +641 7.49% Q2 2026 Aug 12, 2026
Covea Finance History Added to 9,100 3,107 0.1% 0.09% 245 +700 8.33% Q2 2026 Jul 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 9,005 3,074 0.01% 0.01% 246 -300 -3.22% Q2 2026 Jul 30, 2026
South Dakota Investment Council History No change 8,817 3,010 0.05% 0.05% 247 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History Added to 8,799 3,004 0.01% 0.01% 248 +2,223 33.8% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History Added to 8,770 2,994 0.01% 0.01% 249 +175 2.04% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 8,701 2,970 0.03% 0.04% 250 +37 0.43% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History Reduced 8,637 2,949 0.04% 0.05% 251 -2,196 -20.27% Q2 2026 Jul 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,636 2,948 0.01% 0.01% 252 +1,243 16.81% Q2 2026 Aug 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 8,573 2,927 0.38% 0.42% 253 -366 -4.09% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History Reduced 8,540 2,915 0.01% 0.01% 254 -280 -3.17% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History Reduced 8,421 2,875 0.02% 0.03% 255 -2,714 -24.37% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 8,188 2,795 0.28% 0.27% 256 -9 -0.11% Q2 2026 Jul 24, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 8,000 2,732 0.07% 0.07% 257 0 0.0% Q2 2026 Jul 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 7,971 2,721 0.03% 0.03% 258 +15 0.19% Q2 2026 Jul 28, 2026
DGS Capital Management, LLC History No change 9,031 2,695 0.44% 0.44% 259 0 0.0% Q1 2026 Apr 28, 2026
Dana Investment Advisors, Inc. History Added to 7,876 2,689 0.07% 0.06% 260 +1,069 15.7% Q2 2026 Aug 13, 2026
Monument Capital Management History Added to 7,676 2,620 0.53% 0.54% 261 +505 7.04% Q2 2026 Jul 22, 2026
Tidal Investments LLC History Added to 7,610 2,598 0.0% 0.0% 262 +2,702 55.05% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History Reduced 7,603 2,595 0.03% 0.03% 263 -305 -3.86% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History Reduced 7,587 2,590 0.0% 0.0% 264 -52 -0.68% Q2 2026 Aug 12, 2026
Element Squared LLC History Reduced 7,566 2,583 1.29% 1.33% 265 -328 -4.16% Q2 2026 Jul 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 7,544 2,575 1.18% 1.28% 266 -268 -3.43% Q2 2026 Jul 20, 2026
GUGGENHEIM CAPITAL LLC History Reduced 7,403 2,527 0.02% 0.02% 267 -1,559 -17.4% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History Added to 7,381 2,520 0.02% 0.0% 268 +6,218 534.65% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 7,296 2,491 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History Added to 7,275 2,483 0.1% 0.08% 270 +1,775 32.27% Q2 2026 Aug 13, 2026
Knights of Columbus Asset Advisors LLC History Added to 7,233 2,469 0.12% 0.12% 271 +173 2.45% Q2 2026 Jul 31, 2026
Merit Financial Group, LLC History Added to 7,157 2,443 0.01% 0.01% 272 +2,451 52.08% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 7,125 2,432 0.06% 0.07% 273 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 7,059 2,410 0.15% 0.05% 274 +4,411 166.58% Q2 2026 Aug 06, 2026
Pallas Capital Advisors LLC History Added to 6,951 2,373 0.07% 0.07% 275 +514 7.99% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History Added to 6,913 2,360 0.02% 0.0% 276 +5,672 457.05% Q2 2026 Aug 17, 2026
Vestcor Inc History Reduced 6,824 2,330 0.06% 0.07% 277 -1,151 -14.43% Q2 2026 Aug 11, 2026
Aurora Investment Counsel History New 6,658 2,273 1.17% — 278 +6,658 New Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History Reduced 6,642 2,267 0.0% 0.0% 279 -139 -2.05% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History Reduced 6,633 2,264 0.17% 0.16% 280 -150 -2.21% Q2 2026 Jul 29, 2026
TWINBEECH CAPITAL LP History New 6,600 2,253 0.41% — 281 +6,600 New Q2 2026 Aug 14, 2026
Radnor Capital Management, LLC History No change 6,480 2,212 0.31% 0.29% 282 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History Reduced 6,471 2,209 0.0% 0.0% 283 -1,010 -13.5% Q2 2026 Aug 12, 2026
L2 Asset Management, LLC History New 6,449 2,201 0.23% — 284 +6,449 New Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History Added to 6,386 2,180 0.01% 0.01% 285 +72 1.14% Q2 2026 Aug 13, 2026
OP Asset Management Ltd History Added to 6,266 2,139 0.02% 0.02% 286 +984 18.63% Q2 2026 Jul 28, 2026
Nitorum Capital, L.P. History No change 6,225 2,125 1.45% 1.63% 287 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 6,185 2,111 0.01% 0.01% 288 -2,410 -28.04% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History Added to 5,980 2,041 0.01% 0.01% 289 +514 9.4% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Reduced 5,959 2,034 0.0% 0.0% 290 -2,397 -28.69% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 5,822 2,019 0.04% 0.04% 291 -3 -0.05% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5,821 1,987 0.07% 0.03% 292 +3,990 217.91% Q2 2026 Aug 06, 2026
BANK OF NOVA SCOTIA History New 5,747 1,962 0.0% — 293 +5,747 New Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History New 5,745 1,961 0.0% — 294 +5,745 New Q2 2026 Aug 06, 2026
Pictet Asset Management Holding SA History Reduced 5,672 1,936 0.0% 0.0% 295 -585 -9.35% Q2 2026 Jul 30, 2026
SIT INVESTMENT ASSOCIATES INC History Added to 5,665 1,934 0.04% 0.03% 296 +250 4.62% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History Added to 5,630 1,922 0.04% 0.03% 297 +1,203 27.17% Q2 2026 Aug 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 5,524 1,886 0.02% 0.03% 298 -3,782 -40.64% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 5,485 1,872 0.21% 0.22% 299 -105 -1.88% Q2 2026 Jul 29, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 5,253 1,793 0.04% 0.03% 300 +783 17.52% Q2 2026 Aug 13, 2026
CROBAN History Reduced 5,247 1,791 0.79% 0.74% 301 -24 -0.46% Q2 2026 Aug 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 5,173 1,766 0.08% 0.08% 302 +71 1.39% Q2 2026 Jul 23, 2026
OSAIC HOLDINGS, INC. History Added to 5,092 1,738 0.0% 0.0% 303 +2,726 115.22% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History Reduced 4,991 1,704 0.2% 0.24% 304 -1,189 -19.24% Q2 2026 Aug 11, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 4,894 1,671 0.08% 0.08% 305 +2 0.04% Q2 2026 Jul 28, 2026
Great Diamond Partners, LLC History Added to 4,871 1,663 0.29% 0.27% 306 +218 4.69% Q2 2026 Jul 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 4,859 1,659 0.01% — 307 +4,859 New Q2 2026 Aug 10, 2026
Summit Place Financial Advisors, LLC History Added to 4,846 1,654 0.72% 0.68% 308 +112 2.37% Q2 2026 Jul 29, 2026
HRT FINANCIAL LP History Reduced 4,807 1,641 0.0% 0.02% 309 -17,838 -78.77% Q2 2026 Aug 14, 2026
Catalyst Capital Advisors LLC History Reduced 4,800 1,638 0.03% 0.03% 310 -225 -4.48% Q2 2026 Jul 24, 2026
Sivia Capital Partners, LLC History Added to 4,767 1,627 0.2% 0.23% 311 +787 19.77% Q2 2026 Jul 23, 2026
FOX RUN MANAGEMENT, L.L.C. History New 4,730 1,615 0.27% — 312 +4,730 New Q2 2026 Aug 04, 2026
CAXTON ASSOCIATES LLP History New 4,728 1,614 0.03% — 313 +4,728 New Q2 2026 Aug 14, 2026
Cornerstone Investment Partners, LLC History Added to 4,710 1,608 0.05% 0.06% 314 +11 0.23% Q2 2026 Aug 07, 2026
Capricorn Fund Managers Ltd History New 4,700 1,604 0.13% — 315 +4,700 New Q2 2026 Jul 24, 2026
Chicago Partners Investment Group LLC History Added to 4,769 1,596 0.03% 0.03% 316 +599 14.36% Q2 2026 Jul 29, 2026
Krilogy Financial LLC History Added to 4,662 1,591 0.05% 0.04% 317 +1,480 46.51% Q2 2026 Jul 27, 2026
Legato Capital Management LLC History Added to 4,635 1,582 0.13% 0.12% 318 +100 2.21% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History Reduced 4,592 1,567 0.01% 0.02% 319 -478 -9.43% Q2 2026 Aug 06, 2026
XPONANCE LLC History Reduced 4,497 1,535 0.01% 0.01% 320 -40 -0.88% Q2 2026 Aug 10, 2026
Pacer Advisors, Inc. History Reduced 4,349 1,485 0.0% 0.0% 321 -209 -4.59% Q2 2026 Aug 13, 2026
U.S. Capital Wealth Advisors, LLC History No change 4,932 1,472 0.04% 0.04% 322 0 0.0% Q1 2026 Apr 07, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 4,300 1,468 0.0% 0.0% 323 -500 -10.42% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,148 1,416 0.0% 0.0% 324 +429 11.54% Q2 2026 Aug 07, 2026
Freedom Day Solutions, LLC History Reduced 4,039 1,379 0.31% 0.34% 325 -197 -4.65% Q2 2026 Jul 24, 2026
First Eagle Investment Management, LLC History Added to 3,960 1,352 0.0% 0.0% 326 +57 1.46% Q2 2026 Aug 05, 2026
Walleye Capital LLC History Reduced 3,926 1,340 0.0% 0.03% 327 -18,571 -82.55% Q2 2026 Aug 03, 2026
PenderFund Capital Management Ltd. History Added to 3,916 1,337 0.17% 0.14% 328 +816 26.32% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 3,791 1,294 0.01% 0.01% 329 -57 -1.48% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History New 3,750 1,280 0.02% — 330 +3,750 New Q2 2026 Jul 15, 2026
Sanctuary Advisors, LLC History Reduced 3,733 1,274 0.01% 0.01% 331 -2 -0.05% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History Added to 3,659 1,249 0.01% 0.01% 332 +474 14.88% Q2 2026 Sep 08, 2026
Mount Lucas Management LP History Added to 3,573 1,219 0.43% 0.19% 333 +1,850 107.37% Q2 2026 Aug 10, 2026
Bull Harbor Capital LLC History Added to 3,553 1,213 0.24% 0.17% 335 +1,410 65.8% Q2 2026 Aug 10, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 3,555 1,213 0.42% 0.4% 334 0 0.0% Q2 2026 Aug 06, 2026
Trivant Custom Portfolio Group, LLC History Reduced 3,538 1,208 0.64% 0.6% 336 -103 -2.83% Q2 2026 Jul 27, 2026
Legacy Wealth Asset Management, LLC History Reduced 3,521 1,202 0.26% 0.27% 337 -150 -4.09% Q2 2026 Jul 09, 2026
Atom Investors LP History New 3,502 1,195 0.11% — 338 +3,502 New Q2 2026 Aug 14, 2026
ALLSTATE CORP History Reduced 3,466 1,183 0.01% 0.03% 339 -4,376 -55.8% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History Added to 3,369 1,148 0.0% 0.0% 340 +240 7.67% Q2 2026 Aug 13, 2026
Jackson Wealth Management, LLC History Reduced 3,360 1,147 0.68% 1.22% 341 -36,245 -91.52% Q2 2026 Aug 20, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 3,250 1,109 0.05% 0.01% 342 +2,500 333.33% Q2 2026 Jul 24, 2026
PINEBRIDGE INVESTMENTS LLC History Added to 3,219 1,099 0.01% 0.0% 343 +1,837 132.92% Q2 2026 Aug 13, 2026
Legend Financial Advisors, Inc. History Reduced 3,210 1,096 0.62% 0.62% 344 -9 -0.28% Q2 2026 Jul 20, 2026
Impact Partnership Wealth, LLC History Added to 3,204 1,094 0.11% 0.1% 345 +422 15.17% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 3,185 1,087 0.01% 0.01% 346 +37 1.18% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 3,181 1,086 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History Added to 3,171 1,082 0.01% 0.0% 348 +963 43.61% Q2 2026 Jul 29, 2026
ISTHMUS PARTNERS, LLC History No change 3,165 1,080 0.1% 0.1% 349 0 0.0% Q2 2026 Jul 20, 2026
Nicholas Investment Partners, LP History No change 3,138 1,071 0.06% 0.07% 350 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History Reduced 3,100 1,058 0.0% 0.01% 351 -13,000 -80.75% Q2 2026 Aug 14, 2026
Swedbank AB History No change 3,000 1,024 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 15, 2026
FEDERATED HERMES, INC. History Reduced 2,989 1,020 0.0% 0.0% 353 -86 -2.8% Q2 2026 Aug 12, 2026
Havemeyer Place LP History Reduced 2,980 1,017 0.1% 0.12% 354 -436 -12.76% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History New 2,970 1,014 0.01% — 355 +2,970 New Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,951 1,007 0.0% 0.0% 356 +202 7.35% Q2 2026 Aug 10, 2026
Dynamic Advisor Solutions LLC History Reduced 2,915 995 0.03% 0.03% 357 -294 -9.16% Q2 2026 Jul 07, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 2,903 991 0.06% 0.09% 358 -637 -17.99% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,891 987 0.04% 0.03% 359 0 0.0% Q2 2026 Jul 23, 2026
NOVEM GROUP History New 2,888 986 0.1% — 360 +2,888 New Q2 2026 Jul 21, 2026
INTRUST BANK NA History Reduced 2,879 983 0.07% 0.07% 361 -97 -3.26% Q2 2026 Aug 05, 2026
AlphaGrep UK Ltd History Added to 2,844 971 0.29% 0.1% 362 +1,667 141.63% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History Added to 2,840 969 0.05% 0.04% 363 +325 12.92% Q2 2026 Jul 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 2,824 964 0.02% — 365 +2,824 New Q2 2026 Aug 14, 2026
BNP PARIBAS History Reduced 2,825 964 0.03% 0.03% 364 -208 -6.86% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History Added to 2,799 955 0.0% 0.0% 366 +846 43.32% Q2 2026 Jul 31, 2026
&PARTNERS History Added to 2,754 940 0.0% 0.0% 367 +1,651 149.68% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,636 900 0.0% 0.0% 368 +1,455 123.2% Q2 2026 Aug 14, 2026
O'ROURKE & COMPANY, Inc History Reduced 2,604 889 0.31% 0.32% 369 -76 -2.84% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History Reduced 2,601 888 0.01% 0.01% 370 -251 -8.8% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History Reduced 2,603 888 0.01% 0.02% 371 -14 -0.53% Q2 2026 Jul 31, 2026
First National Bank of Hutchinson History New 2,582 881 0.48% — 372 +2,582 New Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History Added to 2,563 875 0.02% 0.01% 373 +868 51.21% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History Added to 2,411 823 0.0% 0.01% 374 +6 0.25% Q2 2026 Aug 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,388 815 0.0% 0.0% 375 -150 -5.91% Q2 2026 Jul 29, 2026
Marshall Financial Group, LLC History New 2,373 810 0.12% — 376 +2,373 New Q2 2026 Jul 17, 2026
Swiss Life Asset Management Ltd History Reduced 2,365 807 0.0% 0.0% 377 -1,049 -30.73% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History Added to 2,348 801 0.0% 0.0% 378 +839 55.6% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History Added to 2,326 794 0.01% 0.01% 379 +518 28.65% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 2,325 793 0.03% 0.03% 380 +339 17.07% Q2 2026 Jul 22, 2026
PEAK6 LLC History Reduced 2,300 785 0.0% 0.07% 381 -93,138 -97.59% Q2 2026 Aug 12, 2026
AVIVA PLC History Reduced 2,290 781 0.0% 0.0% 382 -497 -17.83% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 2,263 772 0.03% 0.03% 383 -596 -20.85% Q2 2026 Jul 24, 2026
JMN Financial LLC History Reduced 2,258 771 0.6% 0.67% 384 -24 -1.05% Q2 2026 Aug 10, 2026
MML INVESTORS SERVICES, LLC History Added to 2,254 769 0.0% 0.0% 385 +302 15.47% Q2 2026 Aug 07, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History New 2,230 761 0.17% — 386 +2,230 New Q2 2026 Aug 12, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 2,220 757 0.17% 0.58% 387 -4,930 -68.95% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History Added to 2,212 755 0.0% 0.0% 388 +536 31.98% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 2,197 750 0.05% 0.03% 389 +773 54.28% Q2 2026 Aug 04, 2026
Morningstar Investment Management LLC History No change 2,506 748 0.05% 0.05% 390 0 0.0% Q2 2026 Jul 21, 2026
Lido Advisors, LLC History Added to 2,170 741 0.0% 0.0% 391 +967 80.38% Q2 2026 Aug 07, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,161 737 0.0% 0.0% 392 -4,300 -66.55% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History Added to 2,141 731 0.07% 0.08% 393 +83 4.03% Q2 2026 Aug 14, 2026
Allworth Financial LP History Added to 2,123 724 0.0% 0.0% 394 +610 40.32% Q2 2026 Aug 11, 2026
Twin Tree Management, LP History Reduced 2,100 717 0.01% 0.15% 395 -22,435 -91.44% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History Added to 2,037 695 0.0% 0.0% 396 +127 6.65% Q2 2026 Aug 14, 2026
Aviance Capital Partners, LLC History Reduced 2,028 692 0.07% 0.07% 397 -70 -3.34% Q2 2026 Jul 30, 2026
Diversify Advisory Services, LLC History New 2,025 688 0.01% — 399 +2,025 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 2,025 688 0.01% 0.01% 398 -265 -11.57% Q2 2026 Jul 29, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Added to 2,008 685 0.09% 0.06% 400 +667 49.74% Q2 2026 Jul 29, 2026
NorthCrest Asset Manangement, LLC History Added to 2,013 683 0.02% 0.01% 402 +813 67.75% Q2 2026 Jul 15, 2026
Brooklyn Investment Group History No change 2,291 683 0.02% 0.02% 401 0 0.0% Q1 2026 Apr 29, 2026
BOK Financial Private Wealth, Inc. History Reduced 1,965 670 0.03% 0.04% 403 -270 -12.08% Q2 2026 Aug 07, 2026
Summit Financial, LLC History Reduced 1,952 666 0.01% 0.01% 404 -36 -1.81% Q2 2026 Aug 12, 2026
Utah Retirement Systems History Reduced 1,914 653 0.01% 0.01% 405 -34 -1.75% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 1,913 653 0.01% 0.01% 406 +18 0.95% Q2 2026 Jul 28, 2026
JOURNEY STRATEGIC WEALTH LLC History No change 2,189 653 0.02% 0.02% 407 0 0.0% Q1 2026 Apr 15, 2026
Savvy Advisors, Inc. History Reduced 1,907 651 0.01% 0.02% 408 -209 -9.88% Q2 2026 Aug 03, 2026
Baker Avenue Asset Management, LP History Added to 1,900 648 0.01% 0.01% 409 +257 15.64% Q2 2026 Jul 28, 2026
DnB Asset Management AS History Added to 1,889 644 0.0% 0.0% 410 +23 1.23% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History Reduced 1,884 643 0.01% 0.04% 411 -5,400 -74.14% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History Added to 1,870 638 0.32% 0.31% 412 +50 2.75% Q2 2026 Aug 13, 2026
Hardy Reed LLC History Added to 1,857 634 0.04% 0.04% 413 +3 0.16% Q2 2026 Aug 03, 2026
iA Global Asset Management Inc. History New 1,855 633 0.01% — 415 +1,855 New Q2 2026 Jul 29, 2026
CHOREO, LLC History Reduced 1,854 633 0.01% 0.01% 414 -39 -2.06% Q2 2026 Aug 04, 2026
Empowered Funds, LLC History Added to 1,850 631 0.0% 0.0% 416 +1,043 129.24% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History Added to 1,849 631 0.16% 0.11% 417 +27 1.48% Q2 2026 Jul 13, 2026
Maryland State Retirement & Pension System History No change 1,839 627 0.01% 0.01% 418 0 0.0% Q2 2026 Jul 30, 2026
J2 Capital Management Inc History Reduced 1,819 621 0.42% 0.38% 419 -52 -2.78% Q2 2026 Jul 20, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 1,807 616 0.15% 0.16% 420 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History Added to 1,787 610 0.0% 0.0% 421 +33 1.88% Q2 2026 Aug 12, 2026
ROBERTS GLORE & CO INC /IL/ History New 1,780 607 0.15% — 422 +1,780 New Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 1,760 600 0.04% 0.04% 423 +265 17.73% Q2 2026 Jul 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,703 581 0.01% 0.01% 424 +592 53.29% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History New 1,680 573 0.02% — 425 +1,680 New Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History New 1,680 573 0.01% — 426 +1,680 New Q2 2026 Aug 06, 2026
GREENLEAF TRUST History Reduced 1,677 572 0.01% 0.0% 427 -22 -1.29% Q2 2026 Jul 21, 2026
Encompass More Asset Management History Reduced 1,661 567 0.08% 0.08% 428 -2 -0.12% Q2 2026 Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 1,655 565 0.0% 0.0% 429 +18 1.1% Q2 2026 Jul 23, 2026
CERTUITY, LLC History Added to 1,633 557 0.03% 0.03% 430 +8 0.49% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History Added to 1,597 545 0.02% 0.02% 431 +148 10.21% Q2 2026 Jul 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 1,576 538 0.01% 0.01% 432 -5 -0.32% Q2 2026 Aug 07, 2026
Dorsey Wright & Associates History Reduced 1,553 530 0.09% 0.85% 433 -21,548 -93.28% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History Added to 1,533 523 0.01% 0.01% 434 +23 1.52% Q2 2026 Aug 11, 2026
Centiva Capital, LP History New 1,520 518 0.0% — 435 +1,520 New Q2 2026 Aug 13, 2026
Precision Wealth Strategies, LLC History Reduced 1,505 513 0.15% 0.16% 436 -125 -7.67% Q2 2026 Aug 10, 2026
West Family Investments, Inc. History New 1,491 509 0.15% — 437 +1,491 New Q2 2026 Aug 10, 2026
Whalen Wealth Management Inc. History Reduced 1,487 507 0.23% 0.25% 438 -100 -6.3% Q2 2026 Aug 13, 2026
Polymer Capital Management (US) LLC History Reduced 1,473 502 0.07% 0.08% 439 -1,166 -44.18% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History Added to 1,438 490 0.11% 0.09% 440 +58 4.2% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,415 483 0.01% 0.01% 441 +90 6.79% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 1,413 482 0.03% 0.02% 442 -140 -9.01% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History New 1,404 479 0.0% — 443 +1,404 New Q2 2026 Aug 13, 2026
Bond & Devick Financial Network, Inc. History No change 1,400 478 0.12% 0.12% 444 0 0.0% Q2 2026 Jul 16, 2026
Procyon Advisors, LLC History New 1,391 474 0.02% — 447 +1,391 New Q2 2026 Jul 09, 2026
Ethic Inc. History Reduced 1,389 474 0.01% 0.01% 446 -183 -11.64% Q2 2026 Jul 29, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,390 474 0.01% 0.01% 445 -13 -0.93% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History Reduced 1,372 468 0.01% 0.02% 448 -164 -10.68% Q2 2026 Jul 17, 2026
M&T BANK CORP History Reduced 1,324 452 0.0% 0.0% 449 -759 -36.44% Q2 2026 Aug 04, 2026
GREAT LAKES ADVISORS, LLC History Reduced 1,315 449 0.0% 0.0% 450 -32 -2.38% Q2 2026 Aug 10, 2026
Quantum Portfolio Management LLC History Reduced 1,313 448 0.16% 0.17% 451 -20 -1.5% Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,302 445 0.02% 0.02% 452 0 0.0% Q2 2026 Aug 04, 2026
KBC Group NV History Added to 1,296 443 0.0% 0.0% 453 +119 10.11% Q2 2026 Aug 05, 2026
Kendall Capital Management History Added to 1,280 437 0.07% 0.06% 454 +285 28.64% Q2 2026 Aug 12, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,268 432 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 1,263 431 0.04% 0.01% 457 +1,116 759.18% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History Reduced 1,265 431 0.01% 0.01% 456 -184 -12.7% Q2 2026 Jul 28, 2026
CIBC Asset Management Inc History Added to 1,224 417 0.0% 0.0% 458 +31 2.6% Q2 2026 Aug 03, 2026
Insight Wealth Partners, LLC History Reduced 1,223 417 0.06% 0.05% 459 -31 -2.47% Q2 2026 Aug 06, 2026
Campbell & CO Investment Adviser LLC History Reduced 1,213 414 0.02% 0.24% 460 -13,059 -91.5% Q2 2026 Aug 03, 2026
Parcion Private Wealth LLC History Added to 1,200 409 0.02% 0.02% 463 +350 41.18% Q2 2026 Jul 27, 2026
CIBC WORLD MARKET INC. History Added to 1,200 409 0.0% 0.0% 461 +83 7.43% Q2 2026 Aug 13, 2026
First Bank & Trust History Reduced 1,200 409 0.06% 0.06% 462 -47 -3.77% Q2 2026 Jul 09, 2026
denkapparat Operations GmbH History New 1,196 408 0.13% — 464 +1,196 New Q2 2026 Aug 06, 2026
Wedmont Private Capital History Added to 1,209 404 0.01% 0.01% 466 +128 11.84% Q2 2026 Jul 13, 2026
AE Wealth Management LLC History Added to 1,184 404 0.0% 0.0% 465 +67 6.0% Q2 2026 Aug 03, 2026
STEPHENS INC /AR/ History Reduced 1,181 403 0.0% 0.0% 467 -1 -0.08% Q2 2026 Jul 29, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History Added to 1,178 402 0.19% 0.17% 468 +94 8.67% Q2 2026 Aug 10, 2026
1832 Asset Management L.P. History New 1,173 400 0.0% — 470 +1,173 New Q2 2026 Aug 13, 2026
Compound Planning, Inc. History Added to 1,173 400 0.01% 0.01% 469 +268 29.61% Q2 2026 Aug 04, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 1,165 397 0.03% 0.02% 471 +359 44.54% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History Added to 1,156 394 0.01% 0.01% 472 +63 5.76% Q2 2026 Aug 03, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,145 390 0.01% 0.01% 473 +2 0.17% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History Added to 1,137 388 0.0% 0.0% 474 +147 14.85% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History Reduced 1,128 385 0.0% 0.0% 475 -171 -13.16% Q2 2026 Aug 11, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 1,120 382 0.01% — 476 +1,120 New Q2 2026 Jul 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 1,105 377 0.01% 0.01% 478 +153 16.07% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Added to 1,107 377 0.0% 0.0% 477 +118 11.93% Q2 2026 Jul 17, 2026
Qtron Investments LLC History Reduced 1,103 376 0.05% 0.05% 479 -25 -2.22% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Reduced 1,099 375 0.0% 0.01% 480 -2,073 -65.35% Q2 2026 Jul 28, 2026
North Dakota State Investment Board History Added to 1,096 374 0.02% 0.01% 481 +18 1.67% Q2 2026 Aug 04, 2026
AXQ CAPITAL, LP History Reduced 1,093 373 0.04% 0.29% 482 -6,433 -85.48% Q2 2026 Aug 06, 2026
RIVERSEDGE ADVISORS, LLC History New 1,082 369 0.05% — 483 +1,082 New Q2 2026 Jul 16, 2026
Proficio Capital Partners LLC History New 1,073 366 0.01% — 485 +1,073 New Q2 2026 Aug 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,072 366 0.0% 0.0% 484 +171 18.98% Q2 2026 Aug 11, 2026
Jump Financial, LLC History New 1,046 357 0.0% — 486 +1,046 New Q2 2026 Aug 13, 2026
Nykredit A/S History New 1,039 354 0.0% — 487 +1,039 New Q2 2026 Sep 08, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,028 351 0.0% 0.0% 488 -80 -7.22% Q2 2026 Jul 27, 2026
Joel Isaacson & Co., LLC History Added to 1,026 350 0.01% 0.01% 489 +3 0.29% Q2 2026 Aug 04, 2026
TORONTO DOMINION BANK History Reduced 1,018 347 0.0% 0.0% 490 -327 -24.31% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History New 1,009 344 0.0% — 491 +1,009 New Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History Added to 1,007 343 0.03% 0.02% 492 +315 45.52% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 1,000 341 0.02% 0.02% 493 0 0.0% Q2 2026 Jul 16, 2026
Heritage Wealth Management, Inc. History No change 1,000 341 0.09% 0.15% 494 0 0.0% Q2 2026 Jul 28, 2026
Linden Thomas Advisory Services, LLC History Added to 992 338 0.03% 0.03% 495 +12 1.22% Q2 2026 Jul 16, 2026
Parallel Advisors, LLC History Added to 986 336 0.01% 0.01% 496 +2 0.2% Q2 2026 Aug 05, 2026
Narus Financial Partners, LLC History No change 979 334 0.09% 0.08% 497 0 0.0% Q2 2026 Jul 31, 2026
Lighthouse Investment Partners, LLC History New 971 331 0.01% — 498 +971 New Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History Reduced 967 330 0.01% 0.01% 499 -4 -0.41% Q2 2026 Aug 07, 2026
MOODY ALDRICH PARTNERS LLC History Reduced 962 328 0.06% 0.05% 500 -3 -0.31% Q2 2026 Jul 15, 2026
PCM Encore, LLC History Reduced 911 311 0.05% 0.06% 501 -1 -0.11% Q2 2026 Aug 11, 2026
Azimuth Capital Investment Management LLC History Added to 905 309 0.01% 0.01% 502 +15 1.69% Q2 2026 Aug 12, 2026
Caerus Investment Advisors, LLC History New 901 307 0.1% — 504 +901 New Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History Reduced 900 307 0.01% 0.01% 503 -2 -0.22% Q2 2026 Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 892 304 0.01% 0.01% 506 +34 3.96% Q2 2026 Jul 31, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 892 304 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 889 303 0.03% 0.02% 507 +144 19.33% Q2 2026 Jul 02, 2026
PARK AVENUE SECURITIES LLC History Reduced 880 301 0.0% 0.0% 508 -140 -13.73% Q2 2026 Jul 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 868 296 0.01% 0.01% 509 -83 -8.73% Q2 2026 Jul 23, 2026
NORDEN GROUP LLC History Reduced 868 296 0.02% 0.03% 510 -23 -2.58% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History Reduced 862 294 0.01% 0.01% 511 -133 -13.37% Q2 2026 Jul 31, 2026
Allegiance Financial Group Advisory Services LLC History New 858 292 0.05% — 512 +858 New Q2 2026 Jul 27, 2026
Hilltop Holdings Inc. History Added to 854 291 0.02% 0.02% 513 +50 6.22% Q2 2026 Aug 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 850 290 0.02% 0.01% 515 +109 14.71% Q2 2026 Jul 29, 2026
SYM FINANCIAL Corp History Added to 850 290 0.02% 0.02% 514 +77 9.96% Q2 2026 Aug 04, 2026
INVESTMENT HOUSE LLC History No change 850 290 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 31, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 847 289 0.0% 0.0% 518 +122 16.83% Q2 2026 Jul 14, 2026
OPPENHEIMER & CO INC History No change 848 289 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 03, 2026
MISSION WEALTH MANAGEMENT, LP History New 846 288 0.0% — 519 +846 New Q2 2026 Jul 20, 2026
Inscription Capital, LLC History Added to 838 286 0.03% 0.03% 520 +31 3.84% Q2 2026 Aug 13, 2026
QTR Family Wealth, LLC History Reduced 838 286 0.1% 0.13% 521 -11 -1.3% Q2 2026 Jul 27, 2026
New England Research & Management, Inc. History New 831 283 0.11% — 524 +831 New Q2 2026 Jul 09, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 829 283 0.04% 0.03% 522 +149 21.91% Q2 2026 Jul 13, 2026
Optas, LLC History Added to 830 283 0.04% 0.04% 523 +1 0.12% Q2 2026 Jul 21, 2026
Index Technologies Group LLC History Reduced 827 282 0.23% 0.27% 525 -18 -2.13% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History Reduced 825 281 0.07% 0.07% 526 -225 -21.43% Q2 2026 Jul 09, 2026
PROFUND ADVISORS LLC History Reduced 818 279 0.01% 0.01% 527 -53 -6.08% Q2 2026 Aug 11, 2026
LAZARD ASSET MANAGEMENT LLC History New 815 278 0.0% — 528 +815 New Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History Reduced 809 276 0.03% 0.04% 529 -96 -10.61% Q2 2026 Jul 14, 2026
Greenspring Advisors, LLC History Added to 808 275 0.02% 0.01% 530 +38 4.94% Q2 2026 Aug 11, 2026
PARADIGM ASSET MANAGEMENT CO LLC History New 800 273 0.06% — 532 +800 New Q2 2026 Aug 06, 2026
Planned Solutions, Inc. History No change 800 273 0.08% 0.08% 531 0 0.0% Q2 2026 Jul 13, 2026
Curi Capital, LLC History No change 792 270 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 14, 2026
ANB BANK History Added to 785 268 0.1% 0.09% 534 +14 1.82% Q2 2026 Aug 11, 2026
Storgate, LLC History New 784 267 0.06% — 536 +784 New Q2 2026 Aug 12, 2026
Symphony Financial, Ltd. Co. History Reduced 784 267 0.03% 0.03% 535 -9 -1.13% Q2 2026 Aug 03, 2026
Advisor OS, LLC History Added to 781 266 0.02% 0.02% 537 +23 3.03% Q2 2026 Aug 05, 2026
DRW Securities, LLC History New 779 265 0.01% — 538 +779 New Q2 2026 Aug 14, 2026
Turtle Creek Wealth Advisors, LLC History No change 773 263 0.01% 0.02% 539 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History New 767 261 0.0% — 540 +767 New Q2 2026 Aug 06, 2026
Savant Capital, LLC History Reduced 769 260 0.0% 0.0% 541 -82 -9.64% Q2 2026 Aug 10, 2026
Pekin Hardy Strauss, Inc. History Reduced 760 259 0.02% 0.02% 542 -25 -3.18% Q2 2026 Jul 30, 2026
Astoria Portfolio Advisors LLC. History Added to 735 251 0.04% 0.04% 544 +152 26.07% Q2 2026 Jul 28, 2026
CENTRAL TRUST Co History Added to 737 251 0.0% 0.0% 543 +97 15.16% Q2 2026 Jul 31, 2026
Vinva Investment Management Ltd History New 512 249 0.0% — 545 +512 New Q2 2026 Aug 14, 2026
Essential Partners LLC History Reduced 728 248 0.11% 0.4% 546 -3,276 -81.82% Q2 2026 Aug 10, 2026
StoneX Group Inc. History New 721 246 0.01% — 547 +721 New Q2 2026 Aug 12, 2026
Evercore Wealth Management, LLC History Reduced 720 245 0.0% 0.01% 548 -1,000 -58.14% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History New 718 245 0.0% — 549 +718 New Q2 2026 Sep 23, 2026
MATAURO, LLC History Added to 712 243 0.03% 0.03% 550 +5 0.71% Q2 2026 Jul 21, 2026
WESTPAC BANKING CORP History New 710 242 0.01% — 552 +710 New Q2 2026 Aug 12, 2026
Perpetual Ltd History New 710 242 0.0% — 553 +710 New Q2 2026 Jul 15, 2026
Kingsview Wealth Management, LLC History No change 710 242 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 18, 2026
HUB Investment Partners, LLC History New 703 240 0.0% — 555 +703 New Q2 2026 Jul 31, 2026
Abel Hall, LLC History No change 705 240 0.04% 0.04% 554 0 0.0% Q2 2026 Jul 24, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 693 236 0.09% 0.1% 556 -1 -0.14% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History Added to 690 235 0.0% 0.0% 558 +236 51.98% Q2 2026 Jul 20, 2026
Destination Wealth Management History Added to 691 235 0.01% 0.01% 557 +10 1.47% Q2 2026 Aug 14, 2026
Hamilton Capital Partners Inc. History Added to 681 232 0.01% 0.01% 559 +13 1.95% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History Reduced 670 228 0.02% 0.02% 560 -1 -0.15% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History Reduced 658 224 0.0% 0.0% 561 -61 -8.48% Q2 2026 Jul 27, 2026
Frec Markets, Inc. History New 649 221 0.02% — 563 +649 New Q2 2026 Aug 13, 2026
Trust Point Inc. History New 648 221 0.02% — 562 +648 New Q2 2026 Jul 08, 2026
Ashton Thomas Private Wealth, LLC History New 647 220 0.0% — 565 +647 New Q2 2026 Jul 29, 2026
BANQUE PICTET & CIE SA History Reduced 646 220 0.0% 0.0% 564 -198 -23.46% Q2 2026 Jul 24, 2026
Abundance Wealth Counselors History New 644 219 0.01% — 567 +644 New Q2 2026 Jul 23, 2026
Mutual Advisors, LLC History New 642 219 0.0% — 566 +642 New Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 640 218 0.0% — 568 +640 New Q2 2026 Jul 28, 2026
Investment Research Partners LLC History New 636 217 0.07% — 569 +636 New Q2 2026 Aug 04, 2026
GW HENSSLER & ASSOCIATES LTD History New 629 214 0.01% — 571 +629 New Q2 2026 Jul 28, 2026
PDS Planning, Inc History New 628 214 0.01% — 570 +628 New Q2 2026 Aug 05, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 628 214 0.04% — 572 +628 New Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 626 213 0.0% 0.0% 573 -58 -8.48% Q2 2026 Aug 10, 2026
Cambria Investment Management, L.P. History New 623 212 0.01% — 574 +623 New Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History New 610 208 0.0% — 575 +610 New Q2 2026 Aug 14, 2026
Magnetar Financial LLC History Reduced 607 207 0.0% 0.0% 576 -615 -50.33% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History New 606 206 0.02% — 577 +606 New Q2 2026 Jul 30, 2026
Dorsey & Whitney Trust CO LLC History New 600 204 0.01% — 578 +600 New Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History New 600 204 0.0% — 579 +600 New Q2 2026 Aug 07, 2026
Marex Group Ltd History New 598 204 0.0% — 580 +598 New Q2 2026 Aug 14, 2026
Cypress Capital, LLC History Reduced 597 203 0.05% 0.06% 581 -140 -19.0% Q2 2026 Jul 17, 2026
AlphaCentric Advisors LLC History Added to 592 202 0.17% 0.08% 582 +320 117.65% Q2 2026 Jul 24, 2026
HMS Capital Management, LLC History New 586 200 0.07% — 583 +586 New Q2 2026 Jul 21, 2026
UMB Bank, n.a. History Added to 580 198 0.0% 0.0% 584 +14 2.47% Q2 2026 Aug 13, 2026
Eurizon Capital SGR S.p.A. History Added to 584 197 0.0% 0.0% 585 +343 142.32% Q2 2026 Jul 29, 2026
Central Pacific Bank - Trust Division History No change 570 194 0.02% 0.02% 586 0 0.0% Q2 2026 Jul 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 563 192 0.0% 0.0% 587 +7 1.26% Q2 2026 Aug 04, 2026
Blue Trust, Inc. History Added to 556 189 0.0% 0.0% 588 +8 1.46% Q2 2026 Jul 21, 2026
True Wealth Design, LLC History Added to 524 178 0.04% 0.03% 589 +157 42.78% Q2 2026 Jul 16, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 467 159 0.01% 0.01% 590 -28 -5.66% Q2 2026 Jul 31, 2026
Employees Retirement System of Texas History No change 434 148 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History New 381 130 0.0% — 592 +381 New Q2 2026 Jul 31, 2026
BESSEMER GROUP INC History Added to 295 100 0.0% 0.0% 593 +38 14.79% Q2 2026 Aug 12, 2026
GROUP ONE TRADING LLC History Added to 276 94 0.0% 0.0% 594 +163 144.25% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History Reduced 247 84 0.0% 0.0% 595 -566 -69.62% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 238 81 0.03% 0.03% 596 0 0.0% Q2 2026 Aug 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 234 79 0.0% 0.0% 597 -33 -12.36% Q2 2026 Jul 02, 2026
Bayforest Capital Ltd History Reduced 227 77 0.07% 0.37% 598 -866 -79.23% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 225 76 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 218 73 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 12, 2026
Quent Capital, LLC History Reduced 186 63 0.0% 0.0% 601 -50 -21.19% Q2 2026 Aug 07, 2026
Piscataqua Savings Bank History No change 180 61 0.04% 0.04% 602 0 0.0% Q2 2026 Jul 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 173 59 0.0% 0.0% 603 -47 -21.36% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History No change 172 58 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 170 57 0.0% 0.0% 605 +4 2.41% Q2 2026 Jul 27, 2026
Cedar Mountain Advisors, LLC History No change 165 56 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 02, 2026
ASSETMARK, INC History Added to 163 55 0.0% 0.0% 607 +5 3.16% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History Added to 153 52 0.0% 0.0% 608 +1 0.66% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History Added to 141 48 0.0% 0.0% 609 +15 11.9% Q2 2026 Jul 20, 2026
V-Square Quantitative Management LLC History Added to 135 46 0.0% 0.0% 611 +59 77.63% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 137 46 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 24, 2026
Keating Financial Advisory Services, Inc. History Added to 134 45 0.01% 0.0% 612 +38 39.58% Q2 2026 Aug 11, 2026
Covestor Ltd History Reduced 126 43 0.02% 0.03% 613 -9 -6.67% Q2 2026 Aug 07, 2026
LRI Investments, LLC History Reduced 125 42 0.0% 0.0% 614 -4 -3.1% Q2 2026 Jul 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 123 41 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 122 41 0.01% 0.01% 616 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History Added to 112 38 0.0% 0.0% 617 +10 9.8% Q2 2026 Jul 21, 2026
Fortitude Family Office, LLC History Added to 111 37 0.01% 0.0% 618 +51 85.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History Added to 108 36 0.0% 0.0% 619 +14 14.89% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History Added to 105 35 0.01% 0.01% 620 +16 17.98% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History Added to 92 31 0.01% 0.01% 621 +5 5.75% Q2 2026 Jul 20, 2026
Parkside Financial Bank & Trust History Reduced 89 30 0.0% 0.0% 622 -2 -2.2% Q2 2026 Sep 04, 2026
Hurley Capital, LLC History No change 87 29 0.02% 0.01% 623 0 0.0% Q2 2026 Aug 10, 2026
Atlatl Advisers LLC History New 84 28 0.01% — 625 +84 New Q2 2026 Jul 22, 2026
Elevated Capital Advisors, LLC History Reduced 84 28 0.01% 0.01% 624 -25 -22.94% Q2 2026 Aug 03, 2026
TrinityBridge Ltd History No change 80 27 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 75 25 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 69 23 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 68 23 0.01% 0.01% 629 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History Added to 65 22 0.0% 0.0% 630 +22 51.16% Q2 2026 Jul 22, 2026
Harbor Asset Planning, Inc. History No change 67 22 0.02% 0.02% 631 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL ADVISORS History New 62 20 0.0% — 634 +62 New Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History Reduced 59 20 0.0% 0.0% 633 -2 -3.28% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 60 20 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 28, 2026
Transamerica Financial Advisors, LLC History Reduced 58 19 0.0% 0.34% 635 -13,505 -99.57% Q2 2026 Aug 14, 2026
Tradewinds Capital Management, LLC History No change 55 18 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 23, 2026
NATIXIS History Reduced 51 17 0.0% 0.02% 637 -19,393 -99.74% Q2 2026 Aug 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 50 17 0.01% 0.0% 638 +43 614.29% Q2 2026 Jul 07, 2026
AMERIFLEX GROUP, INC. History New 48 16 0.01% — 639 +48 New Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 42 14 0.0% 0.0% 640 0 0.0% Q2 2026 Aug 05, 2026
Regatta Research & Money Management History New 40 13 0.01% — 645 +40 New Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 41 13 0.0% 0.0% 641 +2 5.13% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 39 13 0.0% 0.0% 642 +1 2.63% Q2 2026 Jul 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 40 13 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 24, 2026
REAP Financial Group, LLC History No change 41 13 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 04, 2026
Quantbot Technologies LP History New 35 11 0.0% — 648 +35 New Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 33 11 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 20, 2026
MATHER GROUP, LLC. History No change 34 11 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 27, 2026
Persistent Asset Partners Ltd History New 32 10 0.0% — 652 +32 New Q2 2026 Aug 06, 2026
Wealth Enhancement Trust Services, Inc. History Added to 30 10 0.0% 0.0% 651 +24 400.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 32 10 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 20, 2026
Private Wealth Management Group, LLC History No change 32 10 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History New 29 9 0.0% — 653 +29 New Q2 2026 Aug 13, 2026
Addison Advisors LLC History Reduced 26 8 0.0% 0.01% 654 -106 -80.3% Q2 2026 Aug 10, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 25 8 0.0% 0.0% 655 +17 212.5% Q2 2026 Jul 15, 2026
United Financial Planning Group LLC History No change 26 8 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 06, 2026
TOTH FINANCIAL ADVISORY CORP History No change 22 7 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 14, 2026
Prestige Wealth Management Group LLC History No change 21 7 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History New 20 6 0.0% — 663 +20 New Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History Reduced 19 6 0.0% 0.0% 661 -2 -9.52% Q2 2026 Jul 20, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 20 6 0.0% 0.0% 660 +1 5.26% Q2 2026 Jul 22, 2026
JPL Wealth Management, LLC History Added to 20 6 0.0% 0.0% 662 +1 5.26% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 20 6 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 10, 2026
KEB ASSET MANAGEMENT, LLC History New 16 5 0.0% — 668 +16 New Q2 2026 Jul 14, 2026
MEEDER ASSET MANAGEMENT INC History New 15 5 0.0% — 667 +15 New Q2 2026 Aug 07, 2026
Navigoe, LLC History Added to 16 5 0.0% 0.0% 666 +3 23.08% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History Added to 16 5 0.0% 0.0% 664 +1 6.67% Q2 2026 Jul 24, 2026
Rialto Wealth Management, LLC History Added to 15 5 0.0% 0.0% 665 +1 7.14% Q2 2026 Aug 11, 2026
SOA Wealth Advisors, LLC. History New 14 4 0.0% — 674 +14 New Q2 2026 Jul 21, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 14 4 0.0% — 675 +14 New Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History Added to 14 4 0.0% 0.0% 673 +6 75.0% Q2 2026 Jul 20, 2026
Altshuler Shaham Ltd History Reduced 13 4 0.0% 0.0% 669 -1 -7.14% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 12 4 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 14 4 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Trust, LLC History No change 12 4 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 06, 2026
Pier Capital, LLC History Reduced 9 3 0.0% 0.12% 677 -2,484 -99.64% Q2 2026 Aug 05, 2026
Activest Wealth Management History Reduced 9 3 0.0% 0.0% 680 -8 -47.06% Q2 2026 Jul 16, 2026
Cromwell Holdings LLC History Added to 11 3 0.0% 0.0% 681 +6 120.0% Q2 2026 Jul 13, 2026
SouthState Bank Corp History Added to 10 3 0.0% 0.0% 676 +1 11.11% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History Added to 11 3 0.0% 0.0% 683 +1 10.0% Q2 2026 Aug 04, 2026
Sunbelt Securities, Inc. History No change 11 3 0.0% 0.0% 678 0 0.0% Q1 2026 May 15, 2026
High Note Wealth, LLC History No change 9 3 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 23, 2026
Westfuller Advisors, LLC History No change 10 3 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 29, 2026
WPG Advisers, LLC History No change 10 3 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 10 3 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 07, 2026
Whipplewood Advisors, LLC History Reduced 7 2 0.0% 0.0% 692 -17 -70.83% Q2 2026 Jul 27, 2026
Asset Dedication, LLC History New 8 2 0.0% — 694 +8 New Q2 2026 Jul 30, 2026
Creative Capital Management Investments LLC History New 8 2 0.0% — 696 +8 New Q2 2026 Jul 24, 2026
Concord Wealth Partners History New 7 2 0.0% — 695 +7 New Q2 2026 Jul 27, 2026
Winthrop Capital Management, LLC History New 7 2 0.0% — 697 +7 New Q2 2026 Aug 13, 2026
HFM Investment Advisors, LLC History Added to 8 2 0.0% — 693 +5 166.67% Q2 2026 Aug 04, 2026
Principia Wealth Advisory, LLC History Reduced 7 2 0.0% 0.0% 691 -1 -12.5% Q2 2026 Aug 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 28, 2026
Bay Harbor Wealth Management, LLC History No change 8 2 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Planning Group LLC History No change 8 2 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 29, 2026
DiNuzzo Private Wealth, Inc. History No change 6 2 0.0% 0.0% 689 0 0.0% Q2 2026 Jul 10, 2026
Quest 10 Wealth Builders, Inc. History No change 8 2 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History Reduced 3 1 0.0% 0.0% 702 -1 -25.0% Q2 2026 Jul 31, 2026
AdvisorNet Financial, Inc History No change 3 1 0.0% — 698 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 2 1 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 16, 2026
Front Row Advisors LLC History No change 5 1 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 3 1 0.0% — 701 0 0.0% Q2 2026 Jul 23, 2026
Bruce G. Allen Investments, LLC History No change 3 1 0.0% — 703 0 0.0% Q2 2026 Jul 31, 2026
Investors Portfolio Services LLC History No change 4 1 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 5 1 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 30, 2026
MARSHALL WACE, LLP History Closed out 0 0 — 0.03% — -109,630 -100.0% Q2 2026 Aug 13, 2026
Junto Capital Management LP History Closed out 0 0 — 0.47% — -74,760 -100.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 — 0.24% — -54,206 -100.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History Closed out 0 0 — 0.07% — -30,884 -100.0% Q2 2026 Aug 14, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.77% — -17,781 -100.0% Q2 2026 Aug 03, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 — 0.09% — -14,457 -100.0% Q2 2026 Aug 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 — 0.06% — -6,707 -100.0% Q2 2026 Aug 14, 2026
VARCOV Co. History Closed out 0 0 — 0.29% — -2,583 -100.0% Q2 2026 Aug 14, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.29% — -2,560 -100.0% Q2 2026 Jul 30, 2026
PDT Partners, LLC History Closed out 0 0 — 0.04% — -2,000 -100.0% Q2 2026 Aug 14, 2026
VestGen Investment Management History Closed out 0 0 — 0.28% — -1,674 -100.0% Q2 2026 Jul 31, 2026
EVOKE WEALTH, LLC History Closed out 0 0 — 0.01% — -1,553 -100.0% Q2 2026 Aug 10, 2026
Diametric Capital, LP History Closed out 0 0 — 0.11% — -1,381 -100.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History Closed out 0 0 — 0.0% — -1,292 -100.0% Q2 2026 Jul 24, 2026
Vann Equity Management LLC History Closed out 0 0 — 0.25% — -1,159 -100.0% Q2 2026 Aug 05, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.07% — -1,084 -100.0% Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History Closed out 0 0 — 0.08% — -1,048 -100.0% Q2 2026 Aug 14, 2026
PRIVATE CLIENT SERVICES, LLC History Closed out 0 0 — 0.09% — -1,023 -100.0% Q2 2026 Jul 06, 2026
Gruss & Co., LLC History Closed out 0 0 — 0.7% — -1,000 -100.0% Q2 2026 Aug 05, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Closed out 0 0 — 0.02% — -1,000 -100.0% Q2 2026 Jul 31, 2026
INTERCAPITAL, LLC History Closed out 0 0 — 0.1% — -1,000 -100.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History Closed out 0 0 — 0.02% — -914 -100.0% Q2 2026 Aug 14, 2026
Dundas Partners LLP History Closed out 0 0 — 0.02% — -906 -100.0% Q2 2026 Aug 14, 2026
Brown Miller Wealth Management, LLC History Closed out 0 0 — 0.08% — -894 -100.0% Q2 2026 Jul 16, 2026
EARNED WEALTH ADVISORS, LLC History Closed out 0 0 — 0.02% — -846 -100.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History Closed out 0 0 — 0.01% — -804 -100.0% Q2 2026 Aug 14, 2026
Indivisible Partners History Closed out 0 0 — 0.02% — -801 -100.0% Q2 2026 Aug 04, 2026
FOSTER & MOTLEY INC History Closed out 0 0 — 0.01% — -699 -100.0% Q2 2026 Aug 07, 2026
R Squared Ltd History Closed out 0 0 — 0.11% — -690 -100.0% Q2 2026 Aug 05, 2026
INCEPTIONR LLC History Closed out 0 0 — 0.05% — -685 -100.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.01% — -558 -100.0% Q2 2026 Jul 29, 2026
PALLADIEM, LLC History Closed out 0 0 — 0.03% — -100 -100.0% Q2 2026 Aug 13, 2026
Opal Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -98 -100.0% Q2 2026 Jul 20, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 — 0.0% — -94 -100.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 2 0 — 0.0% — -47 -95.92% Q2 2026 Jul 06, 2026
Scarborough Advisors, LLC History Closed out 0 0 — 0.0% — -26 -100.0% Q2 2026 Jul 21, 2026
Ancora Advisors LLC History Closed out 0 0 — 0.0% — -23 -100.0% Q2 2026 Aug 14, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q2 2026 Aug 05, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Jul 20, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q2 2026 Aug 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — — — -3 -100.0% Q2 2026 Jul 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History New 2 0 — — — +2 New Q2 2026 Jul 27, 2026
Cornerstone Financial Management LLC History New 2 0 — — — +2 New Q2 2026 Aug 28, 2026
MOTCO History New 1 0 — — — +1 New Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History New 1 0 — — — +1 New Q2 2026 Aug 06, 2026
USA FINANCIAL FORMULAS History New 1 0 — — — +1 New Q2 2026 Aug 04, 2026
DecisionPoint Financial, LLC History New 1 0 — — — +1 New Q2 2026 Aug 05, 2026
Rakuten Securities, Inc. History New 1 0 — — — +1 New Q2 2026 Aug 11, 2026
ROSS\JOHNSON & Associates LLC History New 1 0 — — — +1 New Q2 2026 Aug 14, 2026
Planning Strategies Inc. History New 1 0 — — — +1 New Q2 2026 Jul 27, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Financial Management Professionals, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
USA FINANCIAL FORMULAS History No change 1 0 — — — 0 0.0% Q1 2026 Apr 14, 2026
Salomon & Ludwin, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Private Wealth, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Abound Wealth Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Bare Financial Services, Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Sachetta, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Caitlin John, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
American Capital Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026