Evercore Inc. - EVR

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.
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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 No change 3,715,623 1,268,662 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,956,150 667,907 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,710,982 584,197 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,680,210 573,690 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 1,602,673 547,216 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,206,119 411,817 0.01% 0.01% 6 0 0.0% Q2 2026 Sep 22, 2026
FMR LLC History No change 1,132,481 386,674 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,098,427 375,109 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 803,015 274,182 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 642,464 219,362 0.08% 0.08% 10 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 624,987 213,395 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 614,517 209,823 0.19% 0.19% 12 0 0.0% Q2 2026 Aug 04, 2026
TD ASSET MANAGEMENT INC History No change 609,109 207,974 0.18% 0.18% 13 0 0.0% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 676,623 174,233 0.03% 0.03% 14 +120,203 21.6% Q3 2026 Nov 04, 2026
UBS Group AG History No change 503,403 171,881 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 423,875 144,728 0.04% 0.04% 16 0 0.0% Q2 2026 Aug 04, 2026
NORGES BANK History No change 417,041 142,394 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 409,197 137,519 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 393,112 134,224 0.13% 0.13% 19 0 0.0% Q2 2026 Aug 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 376,150 128,432 0.08% 0.08% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 353,320 120,637 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 349,683 119,395 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 347,147 118,529 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 344,921 117,769 0.13% 0.13% 24 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 324,747 110,881 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 310,105 105,882 0.29% 0.29% 26 0 0.0% Q2 2026 Aug 12, 2026
Paralel Advisors LLC History No change 300,000 102,432 3.96% 3.96% 27 0 0.0% Q2 2026 Aug 11, 2026
Bahl & Gaynor LLC History Reduced 395,217 101,768 0.48% 0.62% 28 -276 -0.07% Q3 2026 Nov 05, 2026
Stephens Investment Management Group LLC History No change 282,832 96,570 1.04% 1.04% 29 0 0.0% Q2 2026 Jul 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 275,398 94,031 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 250,095 85,392 0.08% 0.08% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 243,109 83,007 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 239,490 81,771 0.25% 0.25% 33 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 218,035 74,445 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 217,208 74,163 0.27% 0.27% 35 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 270,754 69,719 0.01% 0.02% 36 -32,074 -10.59% Q3 2026 Nov 05, 2026
TWO SIGMA INVESTMENTS, LP History No change 197,932 67,581 0.05% 0.05% 37 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 197,638 67,481 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 194,737 66,491 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 12, 2026
Azora Capital LP History No change 186,028 63,517 2.68% 2.68% 40 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 184,970 63,156 0.08% 0.08% 41 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 170,140 58,093 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 172,702 57,805 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 156,180 53,326 0.07% 0.07% 44 0 0.0% Q2 2026 Aug 13, 2026
TimesSquare Capital Management, LLC History Added to 200,989 51,754 0.85% 0.83% 45 +35,030 21.11% Q3 2026 Nov 03, 2026
ROYCE & ASSOCIATES LP History No change 139,266 47,550 0.38% 0.38% 46 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 134,065 45,775 0.04% 0.04% 47 0 0.0% Q2 2026 Sep 09, 2026
Jupiter Topco LLC History No change 132,403 45,230 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 127,099 43,389 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 121,454 41,469 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 118,792 40,560 0.03% 0.03% 51 0 0.0% Q2 2026 Oct 27, 2026
Global Alpha Capital Management Ltd. History No change 118,121 40,331 2.42% 2.42% 52 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 117,846 40,237 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History Added to 145,155 37,377 0.3% 0.3% 54 +29,324 25.32% Q3 2026 Oct 30, 2026
Ceredex Value Advisors LLC History No change 108,250 36,960 1.04% 1.04% 55 0 0.0% Q2 2026 Aug 11, 2026
WESTWOOD HOLDINGS GROUP INC History No change 104,279 35,605 0.27% 0.27% 56 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 102,758 35,085 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 14, 2026
Alyeska Investment Group, L.P. History No change 100,016 34,149 0.09% 0.09% 58 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 99,799 34,075 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 98,494 33,629 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 99,887 33,433 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 94,525 32,274 0.15% 0.15% 62 0 0.0% Q2 2026 Aug 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 122,335 31,501 0.16% 0.15% 63 +34,990 40.06% Q3 2026 Oct 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 91,600 31,275 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 91,374 31,199 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 89,248 30,472 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 82,700 28,237 0.03% 0.03% 67 0 0.0% Q2 2026 Aug 03, 2026
SG Americas Securities, LLC History No change 82,413 28,139 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 81,982 27,992 0.1% 0.1% 69 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 80,991 27,653 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 79,919 27,287 0.71% 0.71% 71 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 78,541 26,816 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 77,054 26,309 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 11, 2026
Swiss National Bank History No change 75,520 25,785 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 11, 2026
Interval Partners, LP History No change 74,149 25,317 0.65% 0.65% 75 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 73,820 25,205 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 73,592 25,127 0.3% 0.3% 77 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 73,252 25,011 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 73,000 24,925 0.0% 0.0% 79 0 0.0% Q2 2026 Sep 02, 2026
Artemis Investment Management LLP History Reduced 96,584 24,870 0.22% 0.96% 80 -219,178 -69.41% Q3 2026 Oct 08, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 95,937 24,703 0.71% 1.04% 81 -11,941 -11.07% Q3 2026 Oct 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 70,542 24,085 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 70,414 24,042 0.07% 0.07% 83 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 92,839 23,906 0.07% 0.1% 84 -342 -0.37% Q3 2026 Nov 04, 2026
Longaeva Partners L.P. History No change 67,925 23,192 0.51% 0.51% 85 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 88,289 22,734 0.01% 0.01% 86 +492 0.56% Q3 2026 Nov 02, 2026
Treasurer of the State of North Carolina History No change 63,330 21,623 0.06% 0.06% 87 0 0.0% Q2 2026 Aug 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 62,852 21,460 0.12% 0.12% 88 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 62,310 21,275 0.2% 0.2% 89 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Added to 82,252 21,179 0.03% 0.04% 90 +6,442 8.5% Q3 2026 Oct 28, 2026
Mariner, LLC History No change 61,662 21,053 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 59,232 20,224 0.16% 0.16% 92 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 78,026 20,092 0.04% 0.03% 93 +32,540 71.54% Q3 2026 Oct 22, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 58,797 20,075 0.03% 0.03% 94 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 57,145 19,510 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 56,837 19,406 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 56,800 19,393 0.08% 0.08% 97 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 56,081 19,148 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
CCM INVESTMENT ADVISERS LLC History No change 55,434 18,927 1.46% 1.46% 99 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 60,674 18,111 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 52,315 17,862 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 51,078 17,440 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 49,121 16,771 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 48,882 16,690 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 47,468 16,208 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 05, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 46,399 15,842 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 23, 2026
Empire Life Investments Inc. History No change 45,428 15,510 0.87% 0.87% 107 0 0.0% Q2 2026 Jul 24, 2026
Jain Global LLC History No change 45,101 15,399 0.06% 0.06% 108 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 43,624 14,894 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 24, 2026
Engineers Gate Manager LP History No change 42,180 14,401 0.19% 0.19% 110 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History New 55,635 14,353 0.07% — 111 +55,635 New Q3 2026 Nov 04, 2026
Cresset Asset Management, LLC History No change 41,232 14,078 0.05% 0.05% 112 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 40,781 13,924 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 40,698 13,895 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 27, 2026
Morse Asset Management, Inc History No change 38,601 13,179 2.18% 2.18% 115 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 38,512 13,149 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 37,847 12,922 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,739 12,885 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 37,491 12,801 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 36,804 12,566 0.32% 0.32% 120 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 36,792 12,562 0.08% 0.08% 121 0 0.0% Q2 2026 Aug 14, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History No change 36,113 12,330 0.4% 0.4% 122 0 0.0% Q2 2026 Jul 17, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 35,975 12,283 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 35,700 12,189 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 35,667 12,178 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History No change 35,515 12,126 0.08% 0.08% 126 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 35,269 12,042 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 17, 2026
SEGALL BRYANT & HAMILL, LLC History No change 35,124 11,992 0.14% 0.14% 128 0 0.0% Q2 2026 Aug 12, 2026
Allianz Asset Management GmbH History No change 34,998 11,949 0.01% 0.01% 129 0 0.0% Q2 2026 Sep 02, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 34,457 11,764 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 33,194 11,333 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 32,961 11,254 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 32,650 11,147 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 32,284 11,023 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 10, 2026
FIRST TRUST ADVISORS LP History No change 31,827 10,867 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 29,792 10,189 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
CASTLEARK MANAGEMENT LLC History No change 29,266 9,992 0.27% 0.27% 137 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 28,609 9,768 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 28,255 9,647 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 27,805 9,493 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 11, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 27,490 9,386 0.47% 0.47% 141 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 27,229 9,297 0.11% 0.11% 142 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 27,218 9,295 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 26,390 9,010 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 25,986 8,872 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 11, 2026
Leeward Investments, LLC - MA History Reduced 33,786 8,699 0.44% 0.53% 146 -395 -1.16% Q3 2026 Oct 23, 2026
D. E. Shaw & Co., Inc. History No change 25,300 8,638 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 25,238 8,617 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 13, 2026
Channing Capital Management, LLC History Added to 33,408 8,602 0.23% 0.21% 149 +7,046 26.73% Q3 2026 Nov 02, 2026
Y-Intercept (Hong Kong) Ltd History New 33,272 8,567 0.19% — 150 +33,272 New Q3 2026 Oct 16, 2026
PINNACLE ASSOCIATES LTD History Reduced 33,054 8,511 0.1% 0.13% 151 -985 -2.89% Q3 2026 Oct 20, 2026
Horizon Investments, LLC History No change 24,521 8,372 0.09% 0.09% 152 0 0.0% Q2 2026 Aug 13, 2026
Cander Asset Management LP History No change 24,357 8,316 1.54% 1.54% 153 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 24,356 8,315 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History Added to 32,259 8,307 0.51% 0.67% 155 +37 0.11% Q3 2026 Oct 30, 2026
Verdence Capital Advisors LLC History Added to 31,804 8,189 0.35% 0.53% 156 +2,002 6.72% Q3 2026 Oct 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 23,728 8,101 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 19, 2026
BW Gestao de Investimentos Ltda. History No change 23,498 8,023 0.16% 0.16% 158 0 0.0% Q2 2026 Aug 14, 2026
Waratah Capital Advisors Ltd. History No change 23,408 7,992 0.27% 0.27% 159 0 0.0% Q2 2026 Aug 11, 2026
Cinctive Capital Management LP History No change 22,649 7,733 0.28% 0.28% 160 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 21,972 7,502 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 21,658 7,395 0.04% 0.04% 162 0 0.0% Q2 2026 Jul 17, 2026
Fideuram Asset Management (Ireland) dac History New 24,949 7,327 0.16% — 163 +24,949 New Q3 2026 Oct 29, 2026
HSBC HOLDINGS PLC History No change 21,355 7,323 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
Philadelphia Financial Management of San Francisco, LLC History No change 21,191 7,235 1.46% 1.46% 165 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 20,891 7,133 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 20,649 7,050 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 20,624 7,041 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 20,526 7,008 0.05% 0.05% 169 0 0.0% Q2 2026 Aug 10, 2026
Prana Capital Management, LP History No change 20,325 6,939 0.21% 0.21% 170 0 0.0% Q2 2026 Aug 14, 2026
Sarasin & Partners LLP History No change 25,000 6,437 0.07% 0.1% 171 0 0.0% Q3 2026 Oct 13, 2026
MetLife Investment Management, LLC History No change 18,592 6,348 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 13, 2026
Epoch Investment Partners, Inc. History No change 18,515 6,321 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 18,236 6,226 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
ZACKS INVESTMENT MANAGEMENT History No change 18,059 6,166 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 18,000 6,145 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History Reduced 23,473 6,044 0.09% 0.14% 177 -6,904 -22.73% Q3 2026 Oct 27, 2026
PEREGRINE INVESTMENT MANAGEMENT INC History No change 17,210 5,876 2.5% 2.5% 178 0 0.0% Q2 2026 Jul 23, 2026
Entropy Technologies, LP History No change 16,626 5,676 0.23% 0.23% 179 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 16,531 5,644 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 16,531 5,644 0.04% 0.04% 181 0 0.0% Q2 2026 Jul 23, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 16,170 5,521 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 15,827 5,403 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 11, 2026
Walter Public Investments Inc. History Reduced 20,460 5,268 1.34% 2.82% 184 -13,909 -40.47% Q3 2026 Nov 05, 2026
Alberta Investment Management Corp History No change 15,200 5,189 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 06, 2026
Harbor Advisors LLC History No change 15,000 5,121 0.64% 0.64% 186 0 0.0% Q2 2026 Jul 28, 2026
NFJ INVESTMENT GROUP, LLC History No change 14,986 5,116 0.17% 0.17% 187 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Global Advisers, LLC History No change 14,957 5,106 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 14,837 5,065 0.06% 0.06% 189 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 14,504 4,952 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 07, 2026
EFG International AG History No change 14,483 4,947 0.09% 0.09% 191 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 14,474 4,942 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 18,855 4,855 0.2% 0.11% 193 -645 -3.31% Q3 2026 Oct 21, 2026
Creative Planning History Reduced 18,574 4,782 0.0% 0.01% 194 -12,657 -40.53% Q3 2026 Nov 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 19,361 4,747 0.01% 0.01% 195 -7,469 -27.84% Q3 2026 Oct 13, 2026
Centric Wealth Management History No change 14,764 4,710 0.73% 0.73% 196 0 0.0% Q2 2026 Aug 06, 2026
B. Metzler seel. Sohn & Co. AG History No change 18,222 4,692 0.04% 0.05% 197 0 0.0% Q3 2026 Oct 30, 2026
TREMBLANT CAPITAL GROUP History No change 13,673 4,668 0.13% 0.13% 198 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 13,485 4,604 0.2% 0.2% 199 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Reduced 17,690 4,555 0.01% 0.01% 200 -2,323 -11.61% Q3 2026 Nov 05, 2026
AMALGAMATED BANK History Added to 17,626 4,539 0.03% 0.04% 201 +47 0.27% Q3 2026 Oct 23, 2026
CX Institutional History Added to 17,355 4,469 0.12% 0.11% 202 +5,743 49.46% Q3 2026 Oct 02, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 12,714 4,341 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 12,677 4,328 0.04% 0.04% 204 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 11,906 4,232 0.04% 0.04% 205 0 0.0% Q2 2026 Jul 27, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 16,137 4,155 0.37% 0.48% 206 0 0.0% Q3 2026 Oct 30, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 16,040 4,130 0.18% 0.23% 207 -50 -0.31% Q3 2026 Oct 26, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,836 4,041 0.03% 0.03% 208 0 0.0% Q2 2026 Aug 12, 2026
Vident Advisory, LLC History No change 11,829 4,038 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 11,617 3,967 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 10, 2026
Capricorn Fund Managers Ltd History Added to 14,940 3,847 0.36% 0.13% 211 +10,240 217.87% Q3 2026 Nov 03, 2026
Steward Partners Investment Advisory, LLC History No change 11,077 3,782 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 10,789 3,683 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 07, 2026
ALPS ADVISORS INC History Reduced 14,229 3,663 0.02% 0.02% 214 -1,318 -8.48% Q3 2026 Nov 02, 2026
XTX Topco Ltd History No change 10,622 3,626 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 13,998 3,604 0.04% 0.05% 216 -342 -2.38% Q3 2026 Oct 23, 2026
Emerald Investment Advisers, LLC History No change 10,536 3,597 0.24% 0.24% 217 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History Added to 13,732 3,535 0.04% 0.04% 218 +3,221 30.64% Q3 2026 Nov 05, 2026
Advisors Asset Management, Inc. History No change 10,339 3,530 0.05% 0.05% 219 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 13,446 3,462 0.01% 0.01% 220 -7,215 -34.92% Q3 2026 Nov 05, 2026
Covea Finance History Added to 13,200 3,399 0.11% 0.1% 221 +4,100 45.05% Q3 2026 Oct 21, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 9,774 3,337 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 9,701 3,312 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 13, 2026
Bridge City Capital, LLC History Added to 12,805 3,297 0.69% 0.82% 224 +2,250 21.32% Q3 2026 Oct 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 9,194 3,139 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 12,142 3,126 0.03% 0.03% 226 +2,937 31.91% Q3 2026 Oct 13, 2026
State of New Jersey Common Pension Fund D History Reduced 11,874 3,057 0.01% 0.01% 227 -680 -5.42% Q3 2026 Nov 05, 2026
IMC-Chicago, LLC History Added to 11,730 3,020 0.0% 0.0% 228 +5,985 104.18% Q3 2026 Nov 05, 2026
South Dakota Investment Council History No change 8,817 3,010 0.05% 0.05% 229 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 8,799 3,004 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 8,770 2,994 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 8,701 2,970 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 12, 2026
SRH ADVISORS, LLC History No change 11,525 2,967 0.76% 1.0% 233 0 0.0% Q3 2026 Oct 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 8,636 2,948 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Added to 11,400 2,935 0.04% 0.06% 235 +100 0.88% Q3 2026 Oct 20, 2026
KLP KAPITALFORVALTNING AS History No change 8,540 2,915 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Reduced 11,270 2,902 0.0% 0.0% 237 -270 -2.34% Q3 2026 Nov 05, 2026
Orion Porfolio Solutions, LLC History No change 8,421 2,875 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 14, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Added to 10,813 2,784 0.21% 0.27% 239 +332 3.17% Q3 2026 Oct 22, 2026
Dana Investment Advisors, Inc. History No change 7,876 2,689 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History Reduced 10,433 2,686 0.03% 0.04% 241 -305 -2.84% Q3 2026 Oct 23, 2026
Arizona State Retirement System History Reduced 10,352 2,665 0.01% 0.02% 242 -30 -0.29% Q3 2026 Nov 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,334 2,661 0.03% 0.04% 243 -667 -6.06% Q3 2026 Oct 22, 2026
TD Waterhouse Canada Inc. History Reduced 10,106 2,618 0.01% 0.07% 244 -64,633 -86.48% Q3 2026 Oct 16, 2026
Tidal Investments LLC History No change 7,610 2,598 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 7,603 2,595 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 11, 2026
BANK OF MONTREAL /CAN/ History No change 7,587 2,590 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 12, 2026
Element Squared LLC History No change 7,566 2,583 1.29% 1.29% 248 0 0.0% Q2 2026 Jul 28, 2026
GUGGENHEIM CAPITAL LLC History No change 7,403 2,527 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 12, 2026
Brevan Howard Capital Management LP History No change 7,381 2,520 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 7,296 2,491 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History New 9,655 2,486 0.11% — 252 +9,655 New Q3 2026 Nov 02, 2026
New Age Alpha Advisors, LLC History No change 7,275 2,483 0.1% 0.1% 253 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 7,157 2,443 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 20, 2026
Ameritas Investment Partners, Inc. History No change 7,125 2,432 0.06% 0.06% 255 0 0.0% Q2 2026 Aug 13, 2026
GSA CAPITAL PARTNERS LLP History No change 7,059 2,410 0.15% 0.15% 256 0 0.0% Q2 2026 Aug 06, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 9,276 2,388 0.3% 0.39% 257 +8 0.09% Q3 2026 Oct 21, 2026
Pallas Capital Advisors LLC History No change 6,951 2,373 0.07% 0.07% 258 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,180 2,363 0.01% 0.02% 259 -81 -0.87% Q3 2026 Nov 03, 2026
Vestcor Inc History No change 6,824 2,330 0.06% 0.06% 260 0 0.0% Q2 2026 Aug 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 9,005 2,318 0.01% 0.01% 261 0 0.0% Q3 2026 Oct 27, 2026
Aurora Investment Counsel History No change 6,658 2,273 1.17% 1.17% 262 0 0.0% Q2 2026 Aug 10, 2026
TWINBEECH CAPITAL LP History No change 6,600 2,253 0.41% 0.41% 263 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 6,471 2,209 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
L2 Asset Management, LLC History No change 6,449 2,201 0.23% 0.23% 265 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 6,386 2,180 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 13, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 8,293 2,135 0.32% 0.38% 267 -280 -3.27% Q3 2026 Oct 19, 2026
STACKSTONE WEALTH, LLC History New 8,271 2,129 0.21% — 268 +8,271 New Q3 2026 Oct 19, 2026
Nitorum Capital, L.P. History No change 6,225 2,125 1.45% 1.45% 269 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 6,185 2,111 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 8,188 2,108 0.23% 0.28% 271 0 0.0% Q3 2026 Oct 22, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 8,000 2,060 0.05% 0.07% 272 0 0.0% Q3 2026 Nov 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 7,966 2,051 0.02% 0.03% 273 -5 -0.06% Q3 2026 Oct 29, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 7,940 2,044 0.97% 1.18% 274 +396 5.25% Q3 2026 Nov 03, 2026
Federation des caisses Desjardins du Quebec History No change 5,980 2,041 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 5,959 2,034 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,822 2,019 0.04% 0.04% 277 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,821 1,987 0.07% 0.07% 278 0 0.0% Q2 2026 Aug 06, 2026
BANK OF NOVA SCOTIA History No change 5,747 1,962 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 12, 2026
SIT INVESTMENT ASSOCIATES INC History No change 5,665 1,934 0.04% 0.04% 280 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,524 1,886 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 10, 2026
CITIGROUP INC History Reduced 7,197 1,853 0.0% 0.01% 282 -42,834 -85.61% Q3 2026 Nov 04, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 5,253 1,793 0.04% 0.04% 283 0 0.0% Q2 2026 Aug 13, 2026
CROBAN History No change 5,247 1,791 0.79% 0.79% 284 0 0.0% Q2 2026 Aug 03, 2026
OSAIC HOLDINGS, INC. History No change 5,092 1,738 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
Sargent Investment Group, LLC History No change 4,991 1,704 0.2% 0.2% 286 0 0.0% Q2 2026 Aug 11, 2026
Washington Trust Advisors, Inc. History Reduced 6,533 1,682 0.12% 0.17% 287 -100 -1.51% Q3 2026 Oct 22, 2026
TRUIST FINANCIAL CORP History Reduced 6,434 1,656 0.0% 0.0% 288 -208 -3.13% Q3 2026 Oct 30, 2026
HRT FINANCIAL LP History No change 4,807 1,641 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History No change 4,767 1,627 0.2% 0.2% 290 0 0.0% Q2 2026 Jul 23, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 4,730 1,615 0.27% 0.27% 291 0 0.0% Q2 2026 Aug 04, 2026
CAXTON ASSOCIATES LLP History No change 4,728 1,614 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History No change 6,266 1,613 0.01% 0.02% 293 0 0.0% Q3 2026 Nov 05, 2026
Cornerstone Investment Partners, LLC History No change 4,710 1,608 0.05% 0.05% 294 0 0.0% Q2 2026 Aug 07, 2026
LECAP ASSET MANAGEMENT LTD History New 6,239 1,606 0.77% — 295 +6,239 New Q3 2026 Oct 27, 2026
Legato Capital Management LLC History No change 4,635 1,582 0.13% 0.13% 296 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 4,592 1,567 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 5,820 1,498 0.01% 0.03% 298 -7,320 -55.71% Q3 2026 Oct 28, 2026
Pacer Advisors, Inc. History No change 4,349 1,485 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History New 5,731 1,475 0.0% — 300 +5,731 New Q3 2026 Nov 02, 2026
TUDOR INVESTMENT CORP ET AL History No change 4,300 1,468 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 5,597 1,441 0.01% 0.01% 302 +738 15.19% Q3 2026 Nov 04, 2026
Pictet Asset Management Holding SA History Reduced 5,557 1,430 0.0% 0.0% 303 -115 -2.03% Q3 2026 Nov 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,148 1,416 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History New 5,462 1,406 0.0% — 305 +5,462 New Q3 2026 Oct 29, 2026
Radnor Capital Management, LLC History Reduced 5,450 1,403 0.19% 0.31% 306 -1,030 -15.9% Q3 2026 Oct 23, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 5,438 1,400 0.15% 0.21% 307 -47 -0.86% Q3 2026 Oct 23, 2026
First Eagle Investment Management, LLC History No change 3,960 1,352 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 05, 2026
Walleye Capital LLC History No change 3,926 1,340 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 03, 2026
PenderFund Capital Management Ltd. History No change 3,916 1,337 0.17% 0.17% 310 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History New 5,154 1,327 0.0% — 311 +5,154 New Q3 2026 Oct 15, 2026
Great Diamond Partners, LLC History Added to 4,963 1,278 0.21% 0.29% 312 +92 1.89% Q3 2026 Oct 13, 2026
Sanctuary Advisors, LLC History No change 3,733 1,274 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 13, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 4,913 1,265 0.04% 0.01% 314 +3,793 338.66% Q3 2026 Oct 22, 2026
Integrated Wealth Concepts LLC History No change 3,659 1,249 0.01% 0.01% 315 0 0.0% Q2 2026 Sep 08, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 4,826 1,242 0.05% 0.08% 316 -68 -1.39% Q3 2026 Oct 26, 2026
iA Global Asset Management Inc. History Added to 4,813 1,239 0.01% 0.01% 317 +2,958 159.46% Q3 2026 Oct 29, 2026
Mount Lucas Management LP History No change 3,573 1,219 0.43% 0.43% 318 0 0.0% Q2 2026 Aug 10, 2026
Bull Harbor Capital LLC History No change 3,553 1,213 0.24% 0.24% 319 0 0.0% Q2 2026 Aug 10, 2026
Trivant Custom Portfolio Group, LLC History No change 3,538 1,208 0.64% 0.64% 320 0 0.0% Q2 2026 Jul 27, 2026
Atom Investors LP History No change 3,502 1,195 0.11% 0.11% 321 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 3,466 1,183 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 13, 2026
Jackson Wealth Management, LLC History No change 3,360 1,147 0.68% 0.68% 323 0 0.0% Q2 2026 Aug 20, 2026
XPONANCE LLC History Reduced 4,326 1,113 0.01% 0.01% 324 -171 -3.8% Q3 2026 Nov 03, 2026
PINEBRIDGE INVESTMENTS LLC History No change 3,219 1,099 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 13, 2026
Legend Financial Advisors, Inc. History No change 3,210 1,096 0.62% 0.62% 326 0 0.0% Q2 2026 Jul 20, 2026
Impact Partnership Wealth, LLC History No change 3,204 1,094 0.11% 0.11% 327 0 0.0% Q2 2026 Jul 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,185 1,087 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 3,181 1,086 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
Summit Place Financial Advisors, LLC History Reduced 4,196 1,080 0.49% 0.72% 330 -650 -13.41% Q3 2026 Oct 23, 2026
Nicholas Investment Partners, LP History No change 3,138 1,071 0.06% 0.06% 331 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 3,100 1,058 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 4,091 1,054 0.01% — 333 +4,091 New Q3 2026 Oct 30, 2026
FEDERATED HERMES, INC. History No change 2,989 1,020 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 12, 2026
Havemeyer Place LP History No change 2,980 1,017 0.1% 0.1% 335 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 2,970 1,014 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Added to 4,877 1,005 0.01% 0.01% 337 +1,706 53.8% Q3 2026 Oct 23, 2026
HUDSON EDGE INVESTMENT PARTNERS INC. History Added to 3,897 1,003 0.14% 0.09% 338 +1,889 94.07% Q3 2026 Oct 28, 2026
Freedom Day Solutions, LLC History Reduced 3,865 995 0.22% 0.31% 339 -174 -4.31% Q3 2026 Oct 19, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 2,903 991 0.06% 0.06% 340 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,891 987 0.04% 0.04% 341 0 0.0% Q2 2026 Jul 23, 2026
INTRUST BANK NA History No change 2,879 983 0.07% 0.07% 342 0 0.0% Q2 2026 Aug 05, 2026
Castellan Group History New 3,800 978 0.11% — 343 +3,800 New Q3 2026 Oct 19, 2026
AlphaGrep UK Ltd History No change 2,844 971 0.29% 0.29% 344 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 2,840 969 0.05% 0.05% 345 0 0.0% Q2 2026 Jul 15, 2026
BNP PARIBAS History No change 2,825 964 0.03% 0.03% 346 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 2,824 964 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 2,754 940 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 3,647 939 0.01% 0.01% 349 -144 -3.8% Q3 2026 Oct 15, 2026
BRIGHTON JONES LLC History Reduced 3,631 934 0.02% 0.04% 350 -1,999 -35.51% Q3 2026 Nov 03, 2026
ISTHMUS PARTNERS, LLC History Added to 3,605 928 0.09% 0.1% 351 +440 13.9% Q3 2026 Oct 21, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 3,555 915 0.32% 0.42% 352 0 0.0% Q3 2026 Nov 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 2,636 900 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Reduced 3,464 891 0.2% 0.26% 354 -57 -1.62% Q3 2026 Oct 08, 2026
O'ROURKE & COMPANY, Inc History No change 2,604 889 0.31% 0.31% 355 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 2,601 888 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 13, 2026
First National Bank of Hutchinson History No change 2,582 881 0.48% 0.48% 357 0 0.0% Q2 2026 Aug 03, 2026
Tower Research Capital LLC (TRC) History No change 2,563 875 0.02% 0.02% 358 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 3,250 836 0.04% 0.05% 359 0 0.0% Q3 2026 Oct 28, 2026
Equitable Holdings, Inc. History No change 2,411 823 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 17, 2026
Marshall Financial Group, LLC History No change 2,373 810 0.12% 0.12% 361 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History No change 2,348 801 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 12, 2026
NOVEM GROUP History Added to 3,089 795 0.08% 0.1% 363 +201 6.96% Q3 2026 Oct 19, 2026
DekaBank Deutsche Girozentrale History New 3,073 790 0.0% — 364 +3,073 New Q3 2026 Oct 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,061 788 0.0% 0.0% 365 +110 3.73% Q3 2026 Oct 20, 2026
PEAK6 LLC History No change 2,300 785 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 12, 2026
AVIVA PLC History No change 2,290 781 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 13, 2026
Swedbank AB History No change 3,000 772 0.0% 0.0% 368 0 0.0% Q3 2026 Oct 27, 2026
Dynamic Advisor Solutions LLC History Added to 2,995 771 0.02% 0.03% 369 +80 2.74% Q3 2026 Oct 13, 2026
JMN Financial LLC History No change 2,258 771 0.6% 0.6% 370 0 0.0% Q2 2026 Aug 10, 2026
MML INVESTORS SERVICES, LLC History No change 2,254 769 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 07, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History No change 2,230 761 0.17% 0.17% 372 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 2,212 755 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 2,197 750 0.05% 0.05% 374 0 0.0% Q2 2026 Aug 04, 2026
Morningstar Investment Management LLC History No change 2,506 748 0.05% 0.05% 375 0 0.0% Q2 2026 Jul 21, 2026
PRUDENTIAL FINANCIAL INC History No change 2,161 737 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
Kera Capital Partners, Inc. History No change 2,141 731 0.07% 0.07% 377 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 2,123 724 0.0% 0.0% 378 0 0.0% Q2 2026 Aug 11, 2026
Twin Tree Management, LP History No change 2,100 717 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History Reduced 2,621 713 0.02% 0.05% 380 -2,041 -43.78% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Reduced 2,733 703 0.01% 0.04% 381 -5,904 -68.36% Q3 2026 Oct 21, 2026
Waverly Advisors, LLC History No change 2,037 695 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History No change 1,965 670 0.03% 0.03% 383 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 1,952 666 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 12, 2026
Utah Retirement Systems History No change 1,914 653 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 1,907 651 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 03, 2026
Baker Avenue Asset Management, LP History No change 1,900 648 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 28, 2026
DnB Asset Management AS History No change 1,889 644 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 1,884 643 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 14, 2026
Cetera Trust Company, N.A History No change 1,870 638 0.32% 0.32% 390 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 2,473 636 0.02% 0.03% 391 +148 6.37% Q3 2026 Oct 26, 2026
Hardy Reed LLC History No change 1,857 634 0.04% 0.04% 392 0 0.0% Q2 2026 Aug 03, 2026
Empowered Funds, LLC History No change 1,850 631 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 2,444 629 0.0% 0.0% 394 +56 2.35% Q3 2026 Nov 02, 2026
Maryland State Retirement & Pension System History No change 1,839 627 0.01% 0.01% 395 0 0.0% Q2 2026 Jul 30, 2026
COMMERCE BANK History No change 1,787 610 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
Swiss Life Asset Management Ltd History No change 2,365 608 0.0% 0.0% 397 0 0.0% Q3 2026 Nov 03, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,780 607 0.15% 0.15% 398 0 0.0% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History Reduced 2,334 601 0.03% 0.19% 399 -11,455 -83.07% Q3 2026 Oct 22, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,703 581 0.01% 0.01% 400 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 1,680 573 0.02% 0.02% 401 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 2,207 568 0.01% 0.01% 402 +631 40.04% Q3 2026 Oct 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 1,655 565 0.0% 0.0% 403 0 0.0% Q2 2026 Jul 23, 2026
Chicago Partners Investment Group LLC History Reduced 2,241 564 0.01% 0.03% 404 -2,528 -53.01% Q3 2026 Oct 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 2,096 539 0.01% 0.01% 405 +183 9.57% Q3 2026 Oct 30, 2026
Vise Technologies, Inc. History Reduced 2,073 533 0.0% 0.01% 406 -253 -10.88% Q3 2026 Oct 28, 2026
FIRST CITIZENS BANK & TRUST CO History New 2,062 530 0.01% — 408 +2,062 New Q3 2026 Oct 13, 2026
Dorsey Wright & Associates History No change 1,553 530 0.09% 0.09% 407 0 0.0% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,028 525 0.0% 0.0% 409 -1,341 -39.8% Q3 2026 Nov 04, 2026
Callan Family Office, LLC History No change 1,533 523 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 2,014 518 0.0% 0.0% 412 +907 81.93% Q3 2026 Oct 08, 2026
Centiva Capital, LP History No change 1,520 518 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 2,000 515 0.0% 0.01% 413 -11,500 -85.19% Q3 2026 Oct 20, 2026
EverSource Wealth Advisors, LLC History Reduced 2,000 515 0.02% 0.03% 414 -263 -11.62% Q3 2026 Nov 04, 2026
Precision Wealth Strategies, LLC History No change 1,505 513 0.15% 0.15% 415 0 0.0% Q2 2026 Aug 10, 2026
Aviance Capital Partners, LLC History Reduced 1,988 511 0.05% 0.07% 416 -40 -1.97% Q3 2026 Oct 28, 2026
West Family Investments, Inc. History No change 1,491 509 0.15% 0.15% 417 0 0.0% Q2 2026 Aug 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,973 508 0.0% 0.0% 418 +901 84.05% Q3 2026 Oct 28, 2026
Diversify Advisory Services, LLC History Reduced 1,983 508 0.01% 0.01% 419 -42 -2.07% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 1,983 508 0.01% 0.01% 420 -42 -2.07% Q3 2026 Oct 20, 2026
Polymer Capital Management (US) LLC History No change 1,473 502 0.07% 0.07% 421 0 0.0% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History No change 1,438 490 0.11% 0.11% 422 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,415 483 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 11, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,413 482 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL PLC History No change 1,404 479 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 1,807 465 0.12% 0.15% 426 0 0.0% Q3 2026 Nov 02, 2026
Jefferies Financial Group Inc. History Reduced 1,800 463 0.0% 0.02% 427 -5,113 -73.96% Q3 2026 Nov 05, 2026
M&T BANK CORP History No change 1,324 452 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 04, 2026
GREAT LAKES ADVISORS, LLC History No change 1,315 449 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 10, 2026
Quantum Portfolio Management LLC History No change 1,313 448 0.16% 0.16% 430 0 0.0% Q2 2026 Aug 14, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,268 432 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History Reduced 1,645 423 0.0% 0.01% 432 -32 -1.91% Q3 2026 Oct 29, 2026
NorthCrest Asset Manangement, LLC History Reduced 1,562 416 0.01% 0.02% 433 -451 -22.4% Q3 2026 Oct 09, 2026
Campbell & CO Investment Adviser LLC History No change 1,213 414 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History No change 1,200 409 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 13, 2026
denkapparat Operations GmbH History No change 1,196 408 0.13% 0.13% 436 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 1,184 404 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 03, 2026
Net Worth Advisory Group History Reduced 1,558 403 0.1% 0.16% 439 -291 -15.74% Q3 2026 Oct 19, 2026
STEPHENS INC /AR/ History No change 1,181 403 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History New 1,558 401 0.02% — 440 +1,558 New Q3 2026 Oct 13, 2026
1832 Asset Management L.P. History No change 1,173 400 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,165 397 0.03% 0.03% 442 0 0.0% Q2 2026 Aug 06, 2026
Ethic Inc. History Added to 1,528 393 0.0% 0.01% 443 +139 10.01% Q3 2026 Nov 03, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,145 390 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Reduced 1,514 389 0.01% 0.02% 445 -83 -5.2% Q3 2026 Oct 08, 2026
NewEdge Wealth, LLC History No change 1,137 388 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History No change 1,128 385 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 11, 2026
Qtron Investments LLC History No change 1,103 376 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 13, 2026
AXQ CAPITAL, LP History No change 1,093 373 0.04% 0.04% 449 0 0.0% Q2 2026 Aug 06, 2026
111 Capital History New 1,440 370 0.05% — 450 +1,440 New Q3 2026 Nov 03, 2026
Proficio Capital Partners LLC History No change 1,073 366 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,383 365 0.01% 0.01% 452 -7 -0.5% Q3 2026 Oct 20, 2026
Fifth Third Wealth Advisors LLC History Added to 1,417 364 0.01% 0.01% 453 +45 3.28% Q3 2026 Oct 22, 2026
Bond & Devick Financial Network, Inc. History No change 1,400 360 0.09% 0.12% 454 0 0.0% Q3 2026 Oct 23, 2026
Jump Financial, LLC History No change 1,046 357 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 1,039 354 0.0% 0.0% 456 0 0.0% Q2 2026 Sep 08, 2026
TORONTO DOMINION BANK History No change 1,018 347 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 1,009 344 0.0% 0.0% 458 0 0.0% Q2 2026 Jul 27, 2026
Rothschild Wealth LLC History No change 1,007 343 0.03% 0.03% 459 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History Added to 1,259 335 0.01% 0.01% 460 +50 4.14% Q3 2026 Oct 09, 2026
CERTUITY, LLC History Reduced 1,299 334 0.02% 0.03% 462 -334 -20.45% Q3 2026 Nov 02, 2026
KBC Group NV History No change 1,296 334 0.0% 0.0% 461 0 0.0% Q3 2026 Oct 22, 2026
Lighthouse Investment Partners, LLC History No change 971 331 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 14, 2026
Meeder Advisory Services, Inc. History No change 967 330 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 07, 2026
Kendall Capital Management History No change 1,280 329 0.05% 0.07% 465 0 0.0% Q3 2026 Oct 23, 2026
First Bank & Trust History Added to 1,263 325 0.05% 0.06% 466 +63 5.25% Q3 2026 Oct 16, 2026
Sterling Capital Management LLC History Reduced 1,227 315 0.01% 0.01% 468 -38 -3.0% Q3 2026 Oct 22, 2026
CIBC Asset Management Inc History No change 1,224 315 0.0% 0.0% 467 0 0.0% Q3 2026 Nov 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 1,220 314 0.02% 0.04% 469 -540 -30.68% Q3 2026 Oct 13, 2026
StoneX Group Inc. History Added to 1,176 313 0.01% 0.01% 470 +455 63.11% Q3 2026 Nov 03, 2026
Compound Planning, Inc. History Added to 1,217 313 0.01% 0.01% 471 +44 3.75% Q3 2026 Nov 05, 2026
Insight Wealth Partners, LLC History Reduced 1,213 312 0.04% 0.06% 472 -10 -0.82% Q3 2026 Oct 26, 2026
PCM Encore, LLC History No change 911 311 0.05% 0.05% 473 0 0.0% Q2 2026 Aug 11, 2026
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC History Added to 1,202 309 0.15% 0.19% 475 +24 2.04% Q3 2026 Nov 02, 2026
Azimuth Capital Investment Management LLC History No change 905 309 0.01% 0.01% 474 0 0.0% Q2 2026 Aug 12, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 1,193 307 0.07% 0.17% 476 -1,027 -46.26% Q3 2026 Oct 27, 2026
Caerus Investment Advisors, LLC History No change 901 307 0.1% 0.1% 477 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 892 304 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 862 294 0.01% 0.01% 479 0 0.0% Q2 2026 Jul 31, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 1,139 293 0.02% 0.02% 480 -163 -12.52% Q3 2026 Nov 03, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,132 291 0.05% 0.04% 482 +504 80.25% Q3 2026 Oct 27, 2026
Hilltop Holdings Inc. History No change 854 291 0.02% 0.02% 481 0 0.0% Q2 2026 Aug 13, 2026
North Dakota State Investment Board History Added to 1,123 289 0.01% 0.02% 483 +27 2.46% Q3 2026 Oct 27, 2026
Optas, LLC History No change 830 283 0.04% 0.04% 484 0 0.0% Q2 2026 Jul 21, 2026
Index Technologies Group LLC History No change 827 282 0.23% 0.23% 485 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History Reduced 1,092 281 0.0% 0.0% 486 -1,078 -49.68% Q3 2026 Nov 04, 2026
Curated Wealth Partners LLC History New 1,085 279 0.02% — 487 +1,085 New Q3 2026 Oct 15, 2026
LAZARD ASSET MANAGEMENT LLC History No change 815 278 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 792 270 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History Added to 1,049 269 0.01% 0.01% 490 +23 2.24% Q3 2026 Nov 05, 2026
Storgate, LLC History No change 784 267 0.06% 0.06% 491 0 0.0% Q2 2026 Aug 12, 2026
DRW Securities, LLC History No change 779 265 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History Reduced 1,015 261 0.01% 0.02% 494 -185 -15.42% Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 767 261 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 769 260 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 1,000 257 0.01% 0.02% 496 0 0.0% Q3 2026 Oct 19, 2026
Heritage Wealth Management, Inc. History No change 1,000 257 0.06% 0.09% 497 0 0.0% Q3 2026 Oct 28, 2026
Linden Thomas Advisory Services, LLC History Reduced 989 254 0.02% 0.03% 498 -3 -0.3% Q3 2026 Oct 19, 2026
Astoria Portfolio Advisors LLC. History No change 735 251 0.04% 0.04% 499 0 0.0% Q2 2026 Jul 28, 2026
Olympiad Research LP History New 973 250 0.32% — 500 +973 New Q3 2026 Nov 04, 2026
Vinva Investment Management Ltd History No change 512 249 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 14, 2026
MOODY ALDRICH PARTNERS LLC History No change 962 247 0.05% 0.06% 502 0 0.0% Q3 2026 Oct 27, 2026
Evercore Wealth Management, LLC History No change 720 245 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 14, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 718 245 0.0% 0.0% 504 0 0.0% Q2 2026 Sep 23, 2026
WESTPAC BANKING CORP History No change 710 242 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 710 242 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 18, 2026
RETIREMENT GUYS FORMULA LLC History Added to 939 241 0.09% 0.09% 507 +246 35.5% Q3 2026 Oct 26, 2026
Narus Financial Partners, LLC History Reduced 919 236 0.06% 0.09% 508 -60 -6.13% Q3 2026 Oct 16, 2026
Destination Wealth Management History No change 691 235 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History Added to 911 234 0.02% 0.02% 510 +61 7.18% Q3 2026 Oct 26, 2026
Parallel Advisors, LLC History Reduced 908 233 0.0% 0.01% 511 -78 -7.91% Q3 2026 Nov 03, 2026
Whalen Wealth Management Inc. History Reduced 904 232 0.1% 0.23% 512 -583 -39.21% Q3 2026 Oct 08, 2026
Hamilton Capital Partners Inc. History No change 681 232 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 896 231 0.0% 0.0% 514 -132 -12.84% Q3 2026 Nov 02, 2026
AlphaCore Capital LLC History Reduced 897 230 0.0% 0.01% 515 -783 -46.61% Q3 2026 Nov 04, 2026
DENALI ADVISORS LLC History No change 670 228 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History Added to 859 221 0.0% 0.0% 517 +122 16.55% Q3 2026 Nov 05, 2026
Frec Markets, Inc. History No change 649 221 0.02% 0.02% 518 0 0.0% Q2 2026 Aug 13, 2026
Mutual Advisors, LLC History No change 642 219 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 848 218 0.0% 0.0% 520 0 0.0% Q3 2026 Oct 26, 2026
INVESTMENT HOUSE LLC History No change 850 218 0.01% 0.01% 521 0 0.0% Q3 2026 Oct 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 835 215 0.0% 0.0% 522 -45 -5.11% Q3 2026 Oct 26, 2026
NATIONAL BANK OF CANADA /FI/ History No change 626 213 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 10, 2026
Cambria Investment Management, L.P. History No change 623 212 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History No change 825 212 0.05% 0.07% 525 0 0.0% Q3 2026 Oct 13, 2026
Central Pacific Bank - Trust Division History Added to 810 208 0.02% 0.02% 527 +240 42.11% Q3 2026 Oct 05, 2026
Rafferty Asset Management, LLC History No change 610 208 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 14, 2026
LEVIN CAPITAL STRATEGIES, L.P. History New 806 207 0.01% — 529 +806 New Q3 2026 Nov 02, 2026
Magnetar Financial LLC History No change 607 207 0.0% 0.0% 528 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 802 206 0.0% 0.01% 531 -66 -7.6% Q3 2026 Oct 23, 2026
Advisor OS, LLC History Added to 801 206 0.01% 0.02% 532 +20 2.56% Q3 2026 Nov 03, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 800 206 0.05% 0.06% 530 0 0.0% Q3 2026 Nov 05, 2026
Planned Solutions, Inc. History No change 800 206 0.06% 0.08% 533 0 0.0% Q3 2026 Oct 19, 2026
Greenspring Advisors, LLC History Reduced 795 204 0.01% 0.02% 535 -13 -1.61% Q3 2026 Nov 05, 2026
Dorsey & Whitney Trust CO LLC History No change 600 204 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 598 204 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 14, 2026
Procyon Advisors, LLC History Reduced 788 202 0.01% 0.02% 538 -603 -43.35% Q3 2026 Oct 21, 2026
PROFUND ADVISORS LLC History Reduced 788 202 0.01% 0.01% 537 -30 -3.67% Q3 2026 Oct 28, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 778 200 0.0% 0.01% 539 -327 -29.59% Q3 2026 Oct 22, 2026
UMB Bank, n.a. History No change 580 198 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History Added to 768 197 0.09% 0.11% 542 +40 5.49% Q3 2026 Oct 14, 2026
Eurizon Capital SGR S.p.A. History No change 584 197 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 29, 2026
STRS OHIO History Reduced 639 164 0.0% 0.07% 543 -55,835 -98.87% Q3 2026 Oct 30, 2026
AlphaCentric Advisors LLC History Added to 639 164 0.15% 0.17% 544 +47 7.94% Q3 2026 Nov 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 467 159 0.01% 0.01% 545 0 0.0% Q2 2026 Jul 31, 2026
Employees Retirement System of Texas History No change 434 148 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 556 143 0.01% 0.03% 547 -333 -37.46% Q3 2026 Oct 01, 2026
Blue Trust, Inc. History Reduced 435 111 0.0% 0.0% 548 -121 -21.76% Q3 2026 Oct 15, 2026
Root Financial Partners, LLC History New 416 107 0.0% — 549 +416 New Q3 2026 Oct 21, 2026
BESSEMER GROUP INC History No change 295 100 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 381 98 0.0% 0.0% 551 0 0.0% Q3 2026 Oct 29, 2026
GROUP ONE TRADING LLC History No change 276 94 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 247 84 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 06, 2026
WealthCollab, LLC History No change 238 81 0.03% 0.03% 554 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 218 73 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 12, 2026
Quent Capital, LLC History No change 186 63 0.0% 0.0% 556 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 173 59 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Reduced 219 56 0.01% 0.04% 558 -305 -58.21% Q3 2026 Oct 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 211 54 0.01% — 560 +211 New Q3 2026 Oct 16, 2026
SIGNATUREFD, LLC History Reduced 212 54 0.0% 0.0% 559 -13 -5.78% Q3 2026 Oct 23, 2026
ATWOOD & PALMER INC History New 202 52 0.0% — 561 +202 New Q3 2026 Oct 08, 2026
Covestor Ltd History Added to 196 51 0.03% 0.02% 562 +70 55.56% Q3 2026 Oct 30, 2026
IFP Advisors, Inc History Reduced 183 47 0.0% 0.0% 563 -507 -73.48% Q3 2026 Oct 16, 2026
Piscataqua Savings Bank History No change 180 46 0.03% 0.04% 564 0 0.0% Q3 2026 Oct 21, 2026
ASSETMARK, INC History Added to 175 45 0.0% 0.0% 565 +12 7.36% Q3 2026 Oct 21, 2026
Keating Financial Advisory Services, Inc. History No change 134 45 0.01% 0.01% 566 0 0.0% Q2 2026 Aug 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 173 44 0.0% 0.0% 567 -61 -26.07% Q3 2026 Oct 05, 2026
Cedar Mountain Advisors, LLC History No change 165 42 0.01% 0.01% 568 0 0.0% Q3 2026 Oct 15, 2026
LRI Investments, LLC History No change 125 42 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 14, 2026
SJS Investment Consulting Inc. History Added to 159 40 0.0% 0.0% 570 +94 144.62% Q3 2026 Oct 26, 2026
Elyxium Wealth, LLC History New 150 38 0.0% — 571 +150 New Q3 2026 Oct 27, 2026
V-Square Quantitative Management LLC History Added to 140 36 0.0% 0.0% 573 +5 3.7% Q3 2026 Oct 15, 2026
CVA Family Office, LLC History No change 108 36 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 137 35 0.01% 0.01% 574 0 0.0% Q3 2026 Nov 02, 2026
Basecamp Wealth Advisors LLC History No change 105 35 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 14, 2026
GHP Investment Advisors, Inc. History Reduced 127 32 0.0% 0.0% 577 -45 -26.16% Q3 2026 Oct 15, 2026
FIRST HORIZON CORP History Reduced 126 32 0.0% 0.0% 576 -15 -10.64% Q3 2026 Oct 26, 2026
Bell Investment Advisors, Inc History Added to 128 32 0.0% 0.01% 578 +6 4.92% Q3 2026 Oct 28, 2026
Gen-Wealth Partners Inc History New 120 30 0.01% — 580 +120 New Q3 2026 Nov 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 120 30 0.0% 0.0% 579 -3 -2.44% Q3 2026 Oct 27, 2026
Larson Financial Group LLC History Reduced 112 28 0.0% 0.0% 582 -41 -26.8% Q3 2026 Nov 05, 2026
LANARK FINANCIAL, INC. History No change 112 28 0.0% 0.0% 581 0 0.0% Q3 2026 Oct 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 105 27 0.0% 0.0% 583 -458 -81.35% Q3 2026 Oct 28, 2026
Fortitude Family Office, LLC History Reduced 102 26 0.0% 0.01% 584 -9 -8.11% Q3 2026 Oct 14, 2026
Parkside Financial Bank & Trust History Added to 95 24 0.0% 0.0% 585 +6 6.74% Q3 2026 Oct 27, 2026
Tidemark, LLC History No change 68 23 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History Reduced 87 22 0.01% 0.01% 588 -5 -5.43% Q3 2026 Oct 20, 2026
Hurley Capital, LLC History No change 87 22 0.01% 0.02% 587 0 0.0% Q3 2026 Nov 04, 2026
TrinityBridge Ltd History No change 80 21 0.0% 0.0% 589 0 0.0% Q3 2026 Oct 30, 2026
Elevated Capital Advisors, LLC History No change 84 21 0.01% 0.01% 590 0 0.0% Q3 2026 Nov 04, 2026
Provenance Wealth Advisors, LLC History New 81 20 0.0% — 592 +81 New Q3 2026 Oct 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 62 20 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 58 19 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 14, 2026
Latitude Advisors, LLC History New 69 17 0.01% — 597 +69 New Q3 2026 Oct 27, 2026
NATIXIS History No change 51 17 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 69 17 0.0% 0.0% 595 0 0.0% Q3 2026 Nov 04, 2026
Harbor Asset Planning, Inc. History No change 67 17 0.01% 0.02% 596 0 0.0% Q3 2026 Oct 23, 2026
AMERIFLEX GROUP, INC. History No change 48 16 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 13, 2026
Manchester Capital Management LLC History Added to 60 15 0.0% 0.0% 600 +1 1.69% Q3 2026 Oct 22, 2026
Wilmington Savings Fund Society, FSB History No change 60 15 0.0% 0.0% 599 0 0.0% Q3 2026 Oct 23, 2026
Bayforest Capital Ltd History Reduced 57 14 0.02% 0.07% 603 -170 -74.89% Q3 2026 Nov 03, 2026
Smithfield Trust Co History No change 42 14 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 05, 2026
Tradewinds Capital Management, LLC History No change 55 14 0.0% 0.0% 602 0 0.0% Q3 2026 Oct 23, 2026
MATHER GROUP, LLC. History Added to 53 13 0.0% 0.0% 605 +19 55.88% Q3 2026 Oct 14, 2026
HARBOUR INVESTMENTS, INC. History No change 41 13 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 40 13 0.0% 0.0% 606 0 0.0% Q2 2026 Jul 24, 2026
Regatta Research & Money Management History No change 40 13 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History New 50 12 0.0% — 608 +50 New Q3 2026 Nov 05, 2026
SBI Securities Co., Ltd. History New 50 12 0.0% — 609 +50 New Q3 2026 Oct 21, 2026
Ascentis Wealth Management, LLC History New 48 12 0.0% — 610 +48 New Q3 2026 Nov 03, 2026
Quantbot Technologies LP History No change 35 11 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 12, 2026
GK Wealth Management LLC History New 41 10 0.01% — 614 +41 New Q3 2026 Oct 09, 2026
REAP Financial Group, LLC History No change 41 10 0.0% 0.0% 612 0 0.0% Q3 2026 Nov 02, 2026
Persistent Asset Partners Ltd History No change 32 10 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 35 9 0.0% 0.01% 616 -15 -30.0% Q3 2026 Oct 07, 2026
Silver Grove Financial Group, Inc. History Added to 35 9 0.0% 0.0% 617 +6 20.69% Q3 2026 Nov 05, 2026
JFS WEALTH ADVISORS, LLC History Reduced 37 9 0.0% 0.0% 615 -2 -5.13% Q3 2026 Nov 03, 2026
Leonteq Securities AG History Added to 32 8 0.0% — 619 +31 3100.0% Q3 2026 Oct 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 33 8 0.0% 0.0% 618 0 0.0% Q3 2026 Oct 22, 2026
BFSG, LLC History No change 32 8 0.0% 0.0% 620 0 0.0% Q3 2026 Oct 30, 2026
Addison Advisors LLC History No change 26 8 0.0% 0.0% 621 0 0.0% Q2 2026 Aug 10, 2026
Private Wealth Management Group, LLC History No change 32 8 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 19, 2026
PRIVATE TRUST CO NA History New 30 7 0.0% — 625 +30 New Q3 2026 Oct 20, 2026
Rakuten Securities, Inc. History Added to 30 7 0.0% — 624 +29 2900.0% Q3 2026 Nov 02, 2026
Prestige Wealth Management Group LLC History No change 21 7 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History New 25 6 0.0% — 633 +25 New Q3 2026 Nov 04, 2026
Marquette Asset Management, LLC History New 24 6 0.0% — 632 +24 New Q3 2026 Oct 09, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 27 6 0.0% 0.0% 629 +2 8.0% Q3 2026 Oct 19, 2026
DANSKE BANK A/S History No change 20 6 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 10, 2026
Park Place Capital Corp History No change 20 6 0.0% 0.0% 627 0 0.0% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 20 6 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
United Financial Planning Group LLC History No change 26 6 0.0% 0.0% 630 0 0.0% Q3 2026 Nov 04, 2026
BFC Planning, Inc. History No change 18 6 0.0% 0.0% 631 0 0.0% Q2 2026 Oct 29, 2026
Ascentis Independent Advisors History New 22 5 0.0% — 640 +22 New Q3 2026 Nov 03, 2026
Physician Wealth Advisors, Inc. History Added to 20 5 0.0% 0.0% 637 +1 5.26% Q3 2026 Oct 20, 2026
MEEDER ASSET MANAGEMENT INC History No change 15 5 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 07, 2026
TOTH FINANCIAL ADVISORY CORP History No change 22 5 0.0% 0.0% 635 0 0.0% Q3 2026 Oct 08, 2026
Bogart Wealth, LLC History No change 16 5 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 24, 2026
KEB ASSET MANAGEMENT, LLC History No change 16 5 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 14, 2026
Rialto Wealth Management, LLC History No change 15 5 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 11, 2026
ENTRUST FINANCIAL LLC History New 18 4 0.0% — 648 +18 New Q3 2026 Nov 03, 2026
Caitong International Asset Management Co., Ltd History New 16 4 0.0% — 646 +16 New Q3 2026 Oct 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 16 4 0.0% — 647 +16 New Q3 2026 Oct 15, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 16 4 0.0% 0.0% 641 -4 -20.0% Q3 2026 Oct 07, 2026
Altshuler Shaham Ltd History No change 13 4 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 12 4 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History No change 12 4 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 06, 2026
SOA Wealth Advisors, LLC. History No change 14 4 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 21, 2026
CULLEN/FROST BANKERS, INC. History Reduced 14 3 0.0% 0.0% 649 -156 -91.76% Q3 2026 Oct 28, 2026
UMB Private Wealth Management, LLC History New 12 3 0.0% — 659 +12 New Q3 2026 Oct 19, 2026
Cromwell Holdings LLC History Added to 15 3 0.0% 0.0% 653 +4 36.36% Q3 2026 Oct 28, 2026
Creative Capital Management Investments LLC History Added to 12 3 0.0% 0.0% 654 +4 50.0% Q3 2026 Oct 27, 2026
Navigoe, LLC History Reduced 13 3 0.0% 0.0% 657 -3 -18.75% Q3 2026 Nov 03, 2026
SouthState Bank Corp History No change 10 3 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 06, 2026
Pier Capital, LLC History No change 9 3 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 05, 2026
Moisand Fitzgerald Tamayo, LLC History No change 14 3 0.0% 0.0% 652 0 0.0% Q3 2026 Oct 15, 2026
Westfuller Advisors, LLC History No change 10 3 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 29, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 14 3 0.0% 0.0% 656 0 0.0% Q3 2026 Nov 04, 2026
MidFirst Bank History No change 10 3 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 07, 2026
BIRCH FINANCIAL GROUP, LLC History New 10 2 0.0% — 668 +10 New Q3 2026 Oct 27, 2026
Avion Wealth History Added to 10 2 0.0% 0.0% 661 +7 233.33% Q3 2026 Nov 03, 2026
Hughes Financial Services, LLC History Reduced 7 2 0.0% 0.0% 664 -7 -50.0% Q3 2026 Oct 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 8 2 0.0% 0.0% 660 0 0.0% Q3 2026 Nov 04, 2026
Quest 10 Wealth Builders, Inc. History No change 8 2 0.0% 0.0% 662 0 0.0% Q3 2026 Nov 02, 2026
Principia Wealth Advisory, LLC History No change 7 2 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 26, 2026
Rossby Financial, LCC History No change 11 2 0.0% 0.0% 665 0 0.0% Q3 2026 Nov 05, 2026
WPG Advisers, LLC History No change 10 2 0.0% 0.0% 666 0 0.0% Q3 2026 Oct 27, 2026
HFM Investment Advisors, LLC History No change 8 2 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 6 1 0.0% 0.0% 678 -24 -80.0% Q3 2026 Oct 07, 2026
Bare Financial Services, Inc History Added to 7 1 0.0% — 676 +5 250.0% Q3 2026 Nov 04, 2026
FINANCIAL CONSULATE, INC History New 4 1 0.0% — 681 +4 New Q3 2026 Oct 23, 2026
Bay Harbor Wealth Management, LLC History Reduced 6 1 0.0% 0.0% 672 -2 -25.0% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History No change 2 1 0.0% 0.0% 669 0 0.0% Q3 2026 Oct 27, 2026
Front Row Advisors LLC History No change 5 1 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 13, 2026
Crewe Advisors LLC History No change 3 1 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 23, 2026
Concord Wealth Partners History No change 7 1 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 30, 2026
DiNuzzo Private Wealth, Inc. History No change 6 1 0.0% 0.0% 674 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 3 1 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 31, 2026
Winthrop Capital Management, LLC History No change 7 1 0.0% 0.0% 677 0 0.0% Q3 2026 Nov 05, 2026
Investors Portfolio Services LLC History No change 4 1 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
Signature Equity Partners, LLC History No change 5 1 0.0% 0.0% 680 0 0.0% Q3 2026 Oct 29, 2026
COOKSON PEIRCE & CO INC History Closed out 0 0 — 0.65% — -57,371 -100.0% Q3 2026 Oct 30, 2026
AGF MANAGEMENT LTD History Closed out 0 0 — 0.03% — -19,837 -100.0% Q3 2026 Nov 03, 2026
Convergence Investment Partners, LLC History Closed out 0 0 — 0.57% — -17,656 -100.0% Q3 2026 Oct 28, 2026
Oak Harvest Investment Services History Closed out 0 0 — 0.47% — -14,733 -100.0% Q3 2026 Oct 20, 2026
MITCHELL CAPITAL MANAGEMENT CO History Closed out 0 0 — 0.7% — -13,394 -100.0% Q3 2026 Oct 29, 2026
Monument Capital Management History Closed out 0 0 — 0.53% — -7,676 -100.0% Q3 2026 Oct 08, 2026
Knights of Columbus Asset Advisors LLC History Closed out 0 0 — 0.12% — -7,233 -100.0% Q3 2026 Nov 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 — 0.08% — -5,173 -100.0% Q3 2026 Nov 05, 2026
Catalyst Capital Advisors LLC History Closed out 0 0 — 0.03% — -4,800 -100.0% Q3 2026 Nov 02, 2026
RFG Advisory, LLC History Closed out 0 0 — 0.02% — -3,750 -100.0% Q3 2026 Nov 03, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.0% — -2,799 -100.0% Q3 2026 Nov 02, 2026
MGO ONE SEVEN LLC History Closed out 0 0 — 0.01% — -2,603 -100.0% Q3 2026 Oct 28, 2026
CHOREO, LLC History Closed out 0 0 — 0.01% — -1,854 -100.0% Q3 2026 Oct 28, 2026
J2 Capital Management Inc History Closed out 0 0 — 0.42% — -1,819 -100.0% Q3 2026 Oct 19, 2026
Encompass More Asset Management History Closed out 0 0 — 0.08% — -1,661 -100.0% Q3 2026 Oct 16, 2026
State of Wyoming History Closed out 0 0 — 0.04% — -1,263 -100.0% Q3 2026 Oct 28, 2026
Crestwood Advisors Group, LLC History Closed out 0 0 — 0.01% — -1,156 -100.0% Q3 2026 Oct 27, 2026
Atria Investments, Inc History Closed out 0 0 — 0.0% — -1,099 -100.0% Q3 2026 Oct 15, 2026
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.05% — -1,082 -100.0% Q3 2026 Oct 09, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.01% — -900 -100.0% Q3 2026 Oct 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -892 -100.0% Q3 2026 Nov 04, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -868 -100.0% Q3 2026 Oct 20, 2026
Allegiance Financial Group Advisory Services LLC History Closed out 0 0 — 0.05% — -858 -100.0% Q3 2026 Nov 02, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Closed out 0 0 — 0.02% — -850 -100.0% Q3 2026 Oct 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Closed out 0 0 — 0.0% — -847 -100.0% Q3 2026 Oct 27, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -846 -100.0% Q3 2026 Oct 15, 2026
Inscription Capital, LLC History Closed out 0 0 — 0.03% — -838 -100.0% Q3 2026 Nov 02, 2026
QTR Family Wealth, LLC History Closed out 0 0 — 0.1% — -838 -100.0% Q3 2026 Nov 02, 2026
New England Research & Management, Inc. History Closed out 0 0 — 0.11% — -831 -100.0% Q3 2026 Oct 16, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -829 -100.0% Q3 2026 Oct 30, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.03% — -809 -100.0% Q3 2026 Oct 20, 2026
ANB BANK History Closed out 0 0 — 0.1% — -785 -100.0% Q3 2026 Oct 09, 2026
Symphony Financial, Ltd. Co. History Closed out 0 0 — 0.03% — -784 -100.0% Q3 2026 Oct 22, 2026
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -773 -100.0% Q3 2026 Oct 15, 2026
Pekin Hardy Strauss, Inc. History Closed out 0 0 — 0.02% — -760 -100.0% Q3 2026 Nov 02, 2026
MATAURO, LLC History Closed out 0 0 — 0.03% — -712 -100.0% Q3 2026 Nov 03, 2026
Perpetual Ltd History Closed out 0 0 — 0.0% — -710 -100.0% Q3 2026 Oct 13, 2026
Abel Hall, LLC History Closed out 0 0 — 0.04% — -705 -100.0% Q3 2026 Oct 19, 2026
HUB Investment Partners, LLC History Closed out 0 0 — 0.0% — -703 -100.0% Q3 2026 Nov 03, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 — 0.0% — -658 -100.0% Q3 2026 Oct 16, 2026
Trust Point Inc. History Closed out 0 0 — 0.02% — -648 -100.0% Q3 2026 Oct 27, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 — 0.0% — -647 -100.0% Q3 2026 Nov 02, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 — 0.0% — -646 -100.0% Q3 2026 Oct 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 — 0.0% — -640 -100.0% Q3 2026 Nov 04, 2026
Investment Research Partners LLC History Closed out 0 0 — 0.07% — -636 -100.0% Q3 2026 Oct 19, 2026
GW HENSSLER & ASSOCIATES LTD History Closed out 0 0 — 0.01% — -629 -100.0% Q3 2026 Oct 26, 2026
PDS Planning, Inc History Closed out 0 0 — 0.01% — -628 -100.0% Q3 2026 Nov 03, 2026
Claro Advisors Inc. History Closed out 0 0 — 0.02% — -606 -100.0% Q3 2026 Nov 02, 2026
Perigon Wealth Management, LLC History Closed out 0 0 — 0.0% — -600 -100.0% Q3 2026 Oct 22, 2026
Cypress Capital, LLC History Closed out 0 0 — 0.05% — -597 -100.0% Q3 2026 Oct 20, 2026
HMS Capital Management, LLC History Closed out 0 0 — 0.07% — -586 -100.0% Q3 2026 Oct 20, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.01% — -84 -100.0% Q3 2026 Oct 22, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2026 Oct 13, 2026
High Note Wealth, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2026 Oct 27, 2026
Activest Wealth Management History Reduced 1 0 — 0.0% — -8 -88.89% Q3 2026 Oct 15, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 16, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2026 Oct 20, 2026
Asset Dedication, LLC History Reduced 3 0 — 0.0% — -5 -62.5% Q3 2026 Nov 02, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -3 -100.0% Q3 2026 Oct 15, 2026
James T. Borello RIA History Reduced 3 0 — 0.0% — -2 -40.0% Q3 2026 Oct 16, 2026
North Star Investment Management Corp. History New 2 0 — — — +2 New Q3 2026 Oct 27, 2026
Valued Wealth Advisors LLC History New 2 0 — — — +2 New Q3 2026 Nov 05, 2026
CoreCap Advisors, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 08, 2026
DecisionPoint Financial, LLC History Added to 2 0 — — — +1 100.0% Q3 2026 Oct 27, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Nov 04, 2026
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
Salomon & Ludwin, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 29, 2026
Abound Wealth Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 26, 2026
Planning Strategies Inc. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 02, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MOTCO History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
USA FINANCIAL FORMULAS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Financial Management Professionals, Inc. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Atlantic Private Wealth, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 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% Q3 2026 Oct 28, 2026
ROSS\JOHNSON & Associates LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 28, 2026