EVERTEC, Inc. - EVTC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 9,161,745 254,513 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 8,798,971 244,435 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 5,189,201 144,156 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 3,961,258 110,043 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,765,581 76,827 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,713,930 75,392 0.23% 0.23% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 2,604,668 72,352 0.0% 0.0% 7 0 0.0% Q2 2026 Sep 22, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 2,059,589 57,215 0.16% 0.16% 8 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,569,390 43,606 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,426,463 39,626 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 949,585 26,380 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
HEARTLAND ADVISORS INC History No change 840,400 23,346 1.04% 1.04% 12 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 830,620 23,074 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 809,545 22,489 0.88% 0.88% 14 0 0.0% Q2 2026 Aug 18, 2026
NORTHERN TRUST CORP History No change 793,795 22,051 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 758,026 21,057 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 708,230 19,674 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
LONE PEAK GLOBAL INVESTORS LLC History No change 584,685 16,242 2.24% 2.24% 18 0 0.0% Q2 2026 Aug 10, 2026
Clark Capital Management Group, Inc. History No change 562,394 15,623 0.09% 0.09% 19 0 0.0% Q2 2026 Aug 11, 2026
PANAGORA ASSET MANAGEMENT INC History No change 472,642 13,129 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 06, 2026
Boston Partners History No change 464,865 13,022 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 462,835 12,857 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 457,153 12,699 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 444,153 12,338 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 425,964 11,833 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 04, 2026
MILLENNIUM MANAGEMENT LLC History No change 409,440 11,374 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 404,343 11,232 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 394,044 10,946 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 378,347 10,510 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 282,036 7,834 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 261,719 7,270 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 259,516 7,209 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 256,887 7,159 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 239,885 6,664 0.0% 0.0% 34 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 224,658 6,148 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
NICHOLAS COMPANY, INC. History No change 215,090 5,975 0.11% 0.11% 36 0 0.0% Q2 2026 Aug 05, 2026
Dana Investment Advisors, Inc. History No change 212,922 5,914 0.15% 0.15% 37 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 211,721 5,881 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
Invenomic Capital Management LP History No change 210,799 5,855 0.35% 0.35% 39 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 202,846 5,635 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 06, 2026
Aristides Capital LLC History No change 201,170 5,588 1.09% 1.09% 41 0 0.0% Q2 2026 Aug 13, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC History No change 194,727 5,409 0.66% 0.66% 42 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 188,256 5,229 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 11, 2026
GOLDMAN SACHS GROUP INC History No change 174,748 4,854 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 170,041 4,723 0.01% 0.01% 45 0 0.0% Q2 2026 Jul 29, 2026
Alpine Peaks Capital, LP History No change 163,126 4,531 5.31% 5.31% 46 0 0.0% Q2 2026 Aug 14, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 162,140 4,504 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 157,598 4,378 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 155,750 4,326 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Willis Investment Counsel History No change 150,575 4,182 0.2% 0.2% 50 0 0.0% Q2 2026 Aug 03, 2026
RHUMBLINE ADVISERS History No change 146,352 4,065 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
GABELLI FUNDS LLC History No change 143,070 3,974 0.03% 0.03% 52 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 138,041 3,834 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 136,705 3,797 0.02% 0.02% 54 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 133,608 3,711 0.0% 0.0% 55 0 0.0% Q2 2026 Sep 02, 2026
PRUDENTIAL FINANCIAL INC History No change 132,113 3,670 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
Walleye Capital LLC History No change 131,747 3,659 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 03, 2026
UBS Group AG History No change 130,772 3,632 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 127,739 3,548 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 123,674 3,435 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
STIFEL FINANCIAL CORP History No change 123,452 3,429 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 122,206 3,371 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 116,664 3,240 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 93,508 2,597 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 88,677 2,463 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 13, 2026
Tweedy, Browne Co LLC History No change 88,487 2,458 0.19% 0.19% 66 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 88,487 2,458 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 85,420 2,372 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History No change 83,418 2,317 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 79,128 2,198 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 74,705 2,108 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 74,225 2,061 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 24, 2026
DEUTSCHE BANK AG\ History No change 70,704 1,964 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
JENNISON ASSOCIATES LLC History No change 70,639 1,962 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 03, 2026
Bridge City Capital, LLC History No change 70,323 1,953 0.45% 0.45% 75 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 70,055 1,946 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 61,450 1,707 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 60,091 1,669 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 57,123 1,586 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 54,897 1,525 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 54,551 1,515 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 27, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 52,133 1,448 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 51,751 1,437 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 50,972 1,416 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 23, 2026
TUDOR INVESTMENT CORP ET AL History No change 50,287 1,396 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 48,232 1,339 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 48,176 1,338 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 04, 2026
CANADA LIFE ASSURANCE Co History No change 47,099 1,308 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Wakefield Asset Management LLLP History No change 40,644 1,129 0.25% 0.25% 89 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 40,464 1,124 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 40,020 1,111 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 06, 2026
DAVENPORT & Co LLC History No change 39,683 1,102 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 38,369 1,065 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 03, 2026
ALLSTATE CORP History No change 37,058 1,029 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 36,000 1,000 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 35,884 996 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 35,809 994 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 35,762 993 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 07, 2026
Illinois Municipal Retirement Fund History No change 34,695 963 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 12, 2026
Penserra Capital Management LLC History No change 34,246 951 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 32,766 909 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 31,647 879 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 31,206 866 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 30,931 859 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 17, 2026
Quantbot Technologies LP History No change 30,655 851 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 30,456 846 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 30,303 841 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 28,770 799 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 28,687 796 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
MARSHALL WACE, LLP History No change 28,132 781 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 27,614 767 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 11, 2026
Jupiter Topco LLC History No change 27,262 758 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History No change 27,000 750 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 23,812 661 0.0% 0.0% 114 0 0.0% Q2 2026 Sep 09, 2026
State of Alaska, Department of Revenue History No change 22,875 634 0.01% 0.01% 115 0 0.0% Q2 2026 Jul 20, 2026
Vanguard Global Advisers, LLC History No change 21,872 607 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
GAMCO INVESTORS, INC. ET AL History No change 21,557 598 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,623 572 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 11, 2026
Allianz Asset Management GmbH History No change 20,528 570 0.0% 0.0% 119 0 0.0% Q2 2026 Sep 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 20,243 562 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 19, 2026
GLOBEFLEX CAPITAL L P History No change 20,216 561 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 12, 2026
Counterpoint Mutual Funds LLC History No change 20,207 561 0.06% 0.06% 122 0 0.0% Q2 2026 Jul 20, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 20,000 556 0.26% 0.26% 123 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 19,832 550 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 19,600 544 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 18,665 518 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 10, 2026
Smith Group Asset Management, LLC History No change 17,960 498 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 03, 2026
Police & Firemen's Retirement System of New Jersey History No change 17,802 494 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 16,845 492 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 15, 2026
Vanguard Investments Australia, Ltd. History No change 17,622 489 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 17,600 488 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
AdvisorShares Investments LLC History No change 17,100 475 0.06% 0.06% 132 0 0.0% Q2 2026 Aug 11, 2026
ALPS ADVISORS INC History No change 17,085 474 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 29, 2026
Arizona State Retirement System History No change 17,003 472 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 16,788 466 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 16,800 466 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History No change 16,575 460 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 16,569 460 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 16, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 16,117 447 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 15,973 443 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 05, 2026
Aquatic Capital Management LLC History No change 15,833 439 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 15,781 438 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15,487 430 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 15,100 419 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 14,727 409 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 14,612 405 0.0% 0.0% 146 0 0.0% Q2 2026 Jul 17, 2026
Numerai GP LLC History No change 14,425 400 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 14,235 395 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 14,113 392 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 14,070 390 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 07, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 13,960 387 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 13,203 383 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 13,600 377 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 13,111 364 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Caitlin John, LLC History No change 13,024 361 0.2% 0.2% 155 0 0.0% Q2 2026 Aug 17, 2026
SIMPLEX TRADING, LLC History No change 12,973 360 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 12,277 341 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History No change 12,157 337 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 03, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 12,082 335 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History No change 11,920 331 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 11,792 327 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 11,512 319 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 11,410 316 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 06, 2026
EQUITABLE TRUST CO History No change 10,944 304 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 23, 2026
Swiss Life Asset Management Ltd History No change 10,937 303 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 29, 2026
Pictet Asset Management Holding SA History No change 10,614 294 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 10,467 290 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 9,884 274 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 9,794 272 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History No change 9,691 269 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 11, 2026
MACKENZIE FINANCIAL CORP History No change 9,300 258 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 9,223 256 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 8,899 247 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 8,874 246 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 8,327 231 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,337 204 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 7,031 195 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 20, 2026
Farther Finance Advisors, LLC History Added to 7,115 191 0.0% 0.0% 178 +6,429 937.17% Q3 2026 Oct 08, 2026
Ameritas Investment Partners, Inc. History No change 5,670 157 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 5,460 151 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 5,036 139 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 4,776 132 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 11, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 4,772 132 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 4,437 123 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 24, 2026
Nykredit A/S History No change 4,026 111 0.0% 0.0% 185 0 0.0% Q2 2026 Sep 08, 2026
MEEDER ASSET MANAGEMENT INC History No change 3,817 106 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,106 86 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 04, 2026
State of Wyoming History No change 2,937 81 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 06, 2026
New Age Alpha Advisors, LLC History No change 2,740 76 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 2,433 67 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 21, 2026
KBC Group NV History No change 2,300 64 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
HUNTINGTON NATIONAL BANK History No change 2,120 58 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,997 55 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 1,940 53 0.0% 0.0% 194 0 0.0% Q2 2026 Sep 04, 2026
Global Retirement Partners, LLC History No change 1,720 47 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,425 39 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 1,372 38 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 1,382 38 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,340 37 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,124 31 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 981 26 0.0% 0.0% 201 0 0.0% Q3 2026 Oct 01, 2026
BNP Paribas Asset Management Holding S.A. History No change 883 24 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History No change 657 18 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 642 17 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 20, 2026
Salomon & Ludwin, LLC History No change 546 15 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 559 15 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 538 14 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 526 14 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
Kilter Group LLC History No change 523 14 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 494 13 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 440 12 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 422 12 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 431 12 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 439 12 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 447 12 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 353 9 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 356 9 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 345 9 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 227 6 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 219 6 0.0% 0.0% 220 0 0.0% Q2 2026 Jul 28, 2026
J.Safra Asset Management Corp History No change 191 5 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 06, 2026
Basepoint Wealth LLC History No change 196 5 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 161 4 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 170 4 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
Solstein Capital, LLC History No change 158 4 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 154 4 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 22, 2026
Frazier Financial Advisors, LLC History No change 156 4 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 131 3 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
ENTRUST FINANCIAL LLC History No change 138 3 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 20, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 103 2 0.0% 0.0% 230 0 0.0% Q2 2026 Sep 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 96 2 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 40 1 0.0% 0.0% 232 0 0.0% Q2 2026 Jul 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 56 1 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 04, 2026
Covestor Ltd History No change 46 1 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History No change 42 1 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History No change 45 1 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 11, 2026
CX Institutional History Closed out 0 0 — 0.0% — -172 -100.0% Q3 2026 Oct 02, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2026 Oct 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 13 0 — — — -6 -31.58% Q3 2026 Oct 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 12 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Triumph Capital Management History No change 24 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Davis Capital Management History No change 4 0 — — — 0 0.0% Q3 2026 Oct 08, 2026
Cornerstone Planning Group LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SBI Securities Co., Ltd. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Abound Wealth Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Caitong International Asset Management Co., Ltd History No change 14 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Quarry LP History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 13 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Bruce G. Allen Investments, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Westfuller Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Hughes Financial Services, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Basecamp Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026