EAST WEST BANCORP INC - EWBC

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 13,517,378 1,744,958 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 8,830,694 1,139,954 0.09% 0.09% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 8,485,968 1,095,453 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 6,595,199 851,374 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 6,182,969 798,159 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 5,022,525 648,357 0.02% 0.02% 6 0 0.0% Q2 2026 Sep 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 4,453,454 574,896 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 3,985,737 514,518 0.36% 0.36% 8 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 3,574,111 461,398 0.41% 0.41% 9 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,227,066 416,581 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 3,124,825 403,383 0.24% 0.24% 11 0 0.0% Q2 2026 Aug 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,832,718 368,625 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 12, 2026
Capital International Investors History No change 2,850,167 367,927 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 12, 2026
Himalaya Capital Management LLC History No change 2,776,351 358,399 9.68% 9.68% 14 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 1,873,243 241,816 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,820,939 225,687 0.04% 0.04% 16 -91,437 -4.78% Q3 2026 Nov 04, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,721,570 222,237 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 1,717,034 221,651 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 1,650,048 213,004 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 12, 2026
EARNEST PARTNERS LLC History No change 1,626,223 209,929 0.76% 0.76% 20 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,439,451 185,818 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 1,336,130 172,481 0.02% 0.02% 22 0 0.0% Q2 2026 Sep 02, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,325,471 164,270 0.08% 0.08% 23 -5,047 -0.38% Q3 2026 Nov 02, 2026
MORGAN STANLEY History No change 1,231,251 158,942 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 13, 2026
JENNISON ASSOCIATES LLC History No change 1,186,619 153,180 0.09% 0.09% 25 0 0.0% Q2 2026 Aug 03, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 1,093,452 141,155 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,012,810 130,743 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 869,286 112,216 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD FIDUCIARY TRUST CO History No change 865,827 111,769 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 850,754 109,823 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 803,525 103,726 0.09% 0.09% 31 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 754,178 97,357 0.06% 0.06% 32 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 749,354 96,734 0.19% 0.19% 33 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 713,888 92,155 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 825,265 88,105 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 14, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History No change 649,641 83,862 0.27% 0.27% 36 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 606,964 78,353 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 598,656 77,280 0.1% 0.1% 38 0 0.0% Q2 2026 Aug 14, 2026
MILLER HOWARD INVESTMENTS INC /NY History Reduced 606,850 75,206 2.02% 2.1% 39 -5,620 -0.92% Q3 2026 Oct 26, 2026
LORD, ABBETT & CO. LLC History No change 516,409 66,663 0.19% 0.19% 40 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 502,415 64,856 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 460,777 59,610 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 461,479 59,572 0.04% 0.04% 43 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 431,554 55,709 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 422,267 54,510 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 415,834 53,680 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Boston Trust Walden Corp History Reduced 398,821 49,425 0.4% 0.41% 47 -19,448 -4.65% Q3 2026 Oct 30, 2026
RHUMBLINE ADVISERS History No change 373,488 48,213 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 11, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 355,441 45,883 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 345,590 44,612 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 337,516 43,569 0.01% 0.01% 51 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 304,525 39,311 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
Fiera Capital Corp History No change 302,159 39,005 0.14% 0.14% 53 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 300,502 38,791 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 292,300 37,733 0.04% 0.04% 55 0 0.0% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 301,946 37,420 0.11% 0.12% 56 -372 -0.12% Q3 2026 Nov 04, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 287,957 37,172 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 287,545 37,119 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 286,585 36,995 0.03% 0.03% 59 0 0.0% Q2 2026 Sep 09, 2026
LSV ASSET MANAGEMENT History No change 285,530 36,859 0.07% 0.07% 60 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 276,889 35,744 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 276,200 35,654 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 263,412 34,667 0.34% 0.34% 63 0 0.0% Q2 2026 Jul 27, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 260,233 33,593 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
Erste Asset Management GmbH History No change 245,122 31,642 0.25% 0.25% 65 0 0.0% Q2 2026 Jul 28, 2026
NATIXIS ADVISORS, LLC History No change 237,544 30,664 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 14, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 237,863 29,478 0.35% 0.37% 67 +1,078 0.46% Q3 2026 Oct 05, 2026
Handelsbanken Fonder AB History No change 223,380 28,836 0.08% 0.08% 68 0 0.0% Q2 2026 Jul 10, 2026
Quantinno Capital Management LP History No change 214,982 27,752 0.03% 0.03% 69 0 0.0% Q2 2026 Aug 13, 2026
Vest Financial, LLC History Reduced 221,767 27,483 0.29% 0.47% 70 -122,334 -35.55% Q3 2026 Oct 21, 2026
JONES FINANCIAL COMPANIES LLLP History No change 209,138 27,077 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 216,412 26,819 0.83% 0.9% 72 +569 0.26% Q3 2026 Oct 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 200,871 25,930 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 193,148 24,933 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 191,615 24,735 0.07% 0.07% 75 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 189,023 24,400 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 12, 2026
Arbejdsmarkedets Tillaegspension History Reduced 195,100 24,178 0.61% 0.63% 77 -30,600 -13.56% Q3 2026 Oct 30, 2026
Capital International, Inc./CA/ History No change 183,253 23,656 0.17% 0.17% 78 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 178,949 23,100 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 165,885 21,414 0.03% 0.03% 80 0 0.0% Q2 2026 Jul 29, 2026
MILLENNIUM MANAGEMENT LLC History No change 165,321 21,341 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 160,632 20,735 0.14% 0.14% 82 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 159,976 20,651 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 24, 2026
Stieven Capital Advisors, L.P. History No change 157,904 20,383 3.89% 3.89% 84 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 157,157 20,287 0.04% 0.04% 85 0 0.0% Q2 2026 Aug 14, 2026
Aware Super Pty Ltd as trustee of Aware Super History Reduced 163,616 20,276 0.27% 0.41% 86 -63,109 -27.84% Q3 2026 Oct 29, 2026
Janney Montgomery Scott LLC History No change 153,779 19,851 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 05, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 150,582 19,438 0.6% 0.6% 88 0 0.0% Q2 2026 Aug 10, 2026
DnB Asset Management AS History No change 148,627 19,186 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 144,131 17,862 0.03% 0.04% 90 -7,025 -4.65% Q3 2026 Oct 22, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 130,683 16,869 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 130,197 16,807 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 128,165 16,544 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History Added to 132,575 16,430 0.01% 0.01% 94 +45,515 52.28% Q3 2026 Nov 02, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 124,739 16,277 0.3% 0.3% 95 0 0.0% Q2 2026 Jul 27, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 130,575 16,182 0.03% 0.02% 96 +16,094 14.06% Q3 2026 Oct 28, 2026
STRS OHIO History Reduced 130,292 16,147 0.06% 0.08% 97 -35,891 -21.6% Q3 2026 Oct 30, 2026
Access Investment Management LLC History Added to 127,536 15,805 3.84% 4.18% 98 +940 0.74% Q3 2026 Oct 23, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 121,277 15,655 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 10, 2026
Carmel Capital Management L.L.C. History Reduced 125,646 15,571 3.66% 3.56% 100 -234 -0.19% Q3 2026 Oct 29, 2026
VAN ECK ASSOCIATES CORP History No change 114,604 14,794 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 107,977 13,939 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 101,186 13,062 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 103,304 12,802 0.0% 0.0% 104 +28,056 37.28% Q3 2026 Nov 04, 2026
IEQ CAPITAL, LLC History No change 95,834 12,371 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 11, 2026
MARSICO CAPITAL MANAGEMENT LLC History No change 95,692 12,352 0.32% 0.32% 106 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 92,527 11,944 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 91,357 11,321 0.11% 0.12% 108 -928 -1.01% Q3 2026 Oct 23, 2026
Horizon Investments, LLC History No change 86,499 11,097 0.12% 0.12% 109 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 85,117 10,987 0.1% 0.1% 110 0 0.0% Q2 2026 Aug 10, 2026
South Dakota Investment Council History No change 83,810 10,819 0.19% 0.19% 111 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 83,620 10,794 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 81,372 10,504 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 81,181 10,479 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 80,757 10,424 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History Added to 83,725 10,376 0.02% 0.02% 116 +256 0.31% Q3 2026 Oct 22, 2026
FRANKLIN RESOURCES INC History No change 79,377 10,246 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 79,029 10,193 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 78,717 10,161 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 14, 2026
Swedbank AB History Added to 79,000 9,790 0.01% 0.01% 120 +25,000 46.3% Q3 2026 Oct 27, 2026
LPL Financial LLC History No change 75,632 9,763 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 07, 2026
Matthew 25 Management Corp History No change 72,500 9,359 2.71% 2.71% 122 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 71,167 9,186 0.05% 0.05% 123 0 0.0% Q2 2026 Aug 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 70,730 9,130 0.16% 0.16% 124 0 0.0% Q2 2026 Aug 14, 2026
Polar Capital Holdings Plc History No change 70,065 9,044 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 72,429 8,976 0.03% 0.03% 126 +907 1.27% Q3 2026 Oct 20, 2026
Cerity Partners LLC History No change 69,323 8,948 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 69,078 8,917 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 68,903 8,894 0.17% 0.17% 129 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 67,937 8,769 0.01% 0.01% 130 0 0.0% Q2 2026 Sep 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 88,277 8,693 0.01% 0.01% 131 +5,322 6.42% Q3 2026 Oct 13, 2026
MetLife Investment Management, LLC History No change 65,943 8,512 0.04% 0.04% 132 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 64,817 8,367 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 61,546 7,944 0.06% 0.06% 134 0 0.0% Q2 2026 Jul 23, 2026
Jupiter Topco LLC History No change 61,513 7,939 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 61,067 7,883 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 60,185 7,769 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 58,886 7,601 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 58,874 7,600 0.05% 0.05% 139 0 0.0% Q2 2026 Aug 13, 2026
AMALGAMATED BANK History Added to 61,080 7,570 0.05% 0.05% 140 +490 0.81% Q3 2026 Oct 23, 2026
Treasurer of the State of North Carolina History No change 57,914 7,476 0.02% 0.02% 141 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 57,721 7,451 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 57,000 7,358 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 56,744 7,325 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 57,940 7,180 0.06% 0.07% 145 -4,127 -6.65% Q3 2026 Oct 30, 2026
RBA Wealth Management, LLC History Added to 57,126 7,079 2.24% 2.67% 146 +860 1.53% Q3 2026 Oct 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 54,573 7,044 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 53,929 6,961 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 06, 2026
NFJ INVESTMENT GROUP, LLC History No change 53,690 6,930 0.23% 0.23% 149 0 0.0% Q2 2026 Aug 11, 2026
State of Tennessee, Department of Treasury History No change 52,805 6,816 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 52,440 6,769 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 51,345 6,628 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History Added to 52,241 6,474 0.22% 0.23% 153 +97 0.19% Q3 2026 Oct 19, 2026
STIFEL FINANCIAL CORP History No change 50,105 6,470 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 48,000 6,196 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 19, 2026
Old West Investment Management, LLC History No change 47,795 6,169 0.65% 0.65% 156 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 47,392 6,117 0.11% 0.11% 157 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 49,348 6,115 0.04% 0.04% 158 0 0.0% Q3 2026 Oct 28, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 46,092 5,950 1.23% 1.23% 159 0 0.0% Q2 2026 Aug 13, 2026
MALTESE CAPITAL MANAGEMENT LLC History No change 45,000 5,809 1.06% 1.06% 160 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 44,121 5,719 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 05, 2026
XTX Topco Ltd History No change 43,865 5,662 0.07% 0.07% 162 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 43,012 5,552 0.04% 0.04% 163 0 0.0% Q2 2026 Aug 12, 2026
PFA Pension, Forsikringsaktieselskab History No change 43,011 5,552 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 42,821 5,527 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 42,133 5,438 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 17, 2026
MARSHALL WACE, LLP History No change 40,342 5,207 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
Strategic Global Advisors, LLC History No change 39,744 5,130 0.73% 0.73% 168 0 0.0% Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Added to 40,700 5,043 0.08% 0.08% 169 +600 1.5% Q3 2026 Oct 20, 2026
State of New Jersey Common Pension Fund D History No change 38,566 4,978 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 37,778 4,876 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Midway Capital Research & Management History No change 39,346 4,876 4.13% 4.04% 172 0 0.0% Q3 2026 Oct 19, 2026
Elizabeth Park Capital Advisors, Ltd. History No change 37,200 4,802 3.32% 3.32% 173 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 38,579 4,781 0.02% 0.02% 174 +605 1.59% Q3 2026 Nov 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 36,589 4,534 0.05% 0.06% 175 -2,366 -6.07% Q3 2026 Oct 22, 2026
Vanguard Investments Australia, Ltd. History No change 35,088 4,529 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History Added to 36,418 4,513 0.39% 0.48% 177 +1,944 5.64% Q3 2026 Nov 02, 2026
Entropy Technologies, LP History No change 34,953 4,512 0.18% 0.18% 178 0 0.0% Q2 2026 Aug 13, 2026
ALGERT GLOBAL LLC History No change 34,009 4,390 0.05% 0.05% 179 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 32,652 4,215 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 33,601 4,163 0.04% 0.04% 181 -445 -1.31% Q3 2026 Oct 15, 2026
KLP KAPITALFORVALTNING AS History No change 32,200 4,156 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
Illinois Municipal Retirement Fund History No change 31,537 4,071 0.05% 0.05% 183 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 32,704 4,053 0.02% 0.02% 184 -93 -0.28% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 32,122 3,980 0.02% 0.02% 185 +100 0.31% Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 30,817 3,978 0.05% 0.05% 186 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 31,975 3,962 0.17% 0.19% 187 +150 0.47% Q3 2026 Oct 28, 2026
Quadrature Capital Ltd History No change 29,847 3,852 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 06, 2026
Engineers Gate Manager LP History No change 29,029 3,747 0.05% 0.05% 189 0 0.0% Q2 2026 Aug 14, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 28,793 3,717 0.09% 0.09% 190 0 0.0% Q2 2026 Jul 29, 2026
Rafferty Asset Management, LLC History No change 28,691 3,703 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 28,351 3,659 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 28,248 3,646 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 14, 2026
De Lisle Partners LLP History No change 27,800 3,588 0.39% 0.39% 194 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 27,706 3,576 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 13, 2026
Dana Investment Advisors, Inc. History No change 27,589 3,561 0.09% 0.09% 196 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 28,352 3,513 0.04% 0.04% 197 0 0.0% Q3 2026 Oct 29, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 28,243 3,500 0.41% 0.44% 198 0 0.0% Q3 2026 Oct 26, 2026
NATIONAL BANK OF CANADA /FI/ History No change 26,893 3,472 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 26,790 3,458 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 26,768 3,455 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 26,533 3,425 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 26,513 3,422 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC/CA History No change 26,385 3,406 0.47% 0.47% 204 0 0.0% Q2 2026 Aug 13, 2026
Expect Equity LLC History No change 25,775 3,327 2.14% 2.14% 205 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 25,343 3,271 0.17% 0.17% 206 0 0.0% Q2 2026 Aug 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 25,240 3,258 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 25,212 3,254 0.09% 0.09% 208 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 25,179 3,250 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History No change 25,100 3,240 0.06% 0.06% 210 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 24,099 3,110 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS History No change 23,793 3,071 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 22,786 2,941 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 22,740 2,935 0.04% 0.04% 214 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 22,638 2,922 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 22,135 2,857 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 03, 2026
ARGENT CAPITAL MANAGEMENT LLC History Reduced 23,028 2,853 0.09% 0.1% 217 -1,337 -5.49% Q3 2026 Oct 05, 2026
&PARTNERS History No change 21,338 2,755 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 21,200 2,736 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 20,768 2,680 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 07, 2026
Utah Retirement Systems History No change 20,643 2,664 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 21,197 2,626 0.0% 0.0% 222 -266 -1.24% Q3 2026 Nov 03, 2026
US BANCORP \DE\ History No change 20,159 2,602 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 20,056 2,589 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 10, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 19,491 2,516 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 12, 2026
Elo Mutual Pension Insurance Co History No change 19,380 2,501 0.03% 0.03% 226 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History Reduced 20,139 2,495 0.33% 0.38% 227 -746 -3.57% Q3 2026 Oct 19, 2026
Vanguard Personalized Indexing Management, LLC History No change 19,175 2,475 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History Added to 19,417 2,451 0.06% 0.06% 229 +1,401 7.78% Q3 2026 Oct 09, 2026
Corient Private Wealth LP History No change 18,811 2,428 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 27, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 19,545 2,422 0.02% 0.02% 231 0 0.0% Q3 2026 Oct 21, 2026
Nilsine Partners, LLC History Reduced 19,324 2,394 0.17% 0.17% 232 -201 -1.03% Q3 2026 Nov 02, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 18,512 2,389 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
JCSD Capital, LLC History Reduced 19,123 2,369 3.71% 3.97% 234 -2,000 -9.47% Q3 2026 Oct 16, 2026
Orion Porfolio Solutions, LLC History No change 18,269 2,358 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 18,210 2,350 0.2% 0.2% 236 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 18,146 2,342 0.06% 0.06% 237 0 0.0% Q2 2026 Aug 11, 2026
Trexquant Investment LP History No change 18,047 2,329 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 17,479 2,256 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 17,401 2,246 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 07, 2026
Gradient Investments LLC History Reduced 18,116 2,245 0.03% 0.03% 241 -401 -2.17% Q3 2026 Oct 08, 2026
Zurich Insurance Group Ltd/FI History No change 17,300 2,233 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 17,259 2,227 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 16,963 2,189 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 16,913 2,183 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 16,479 2,127 0.02% 0.02% 246 0 0.0% Q2 2026 Jul 23, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 17,054 2,114 0.02% 0.04% 247 -25,957 -60.35% Q3 2026 Oct 22, 2026
WEDBUSH SECURITIES INC History Added to 16,885 2,093 0.05% 0.05% 248 +730 4.52% Q3 2026 Oct 22, 2026
REGIONS FINANCIAL CORP History No change 16,199 2,091 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 10, 2026
COMMERCE BANK History No change 15,912 2,054 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History No change 15,894 2,051 0.0% 0.0% 251 0 0.0% Q2 2026 Oct 27, 2026
Avanza Fonder AB History No change 16,520 2,047 0.04% 0.05% 252 0 0.0% Q3 2026 Oct 13, 2026
Virtu Financial LLC History No change 15,828 2,043 0.06% 0.06% 253 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 15,629 2,017 0.01% 0.01% 254 0 0.0% Q2 2026 Sep 23, 2026
Pacer Advisors, Inc. History No change 15,469 1,997 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History Reduced 16,113 1,996 0.01% 0.01% 256 -278 -1.7% Q3 2026 Nov 03, 2026
Summit Trail Advisors, LLC History No change 15,120 1,982 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 11, 2026
TRUIST FINANCIAL CORP History Added to 15,888 1,969 0.0% 0.0% 258 +772 5.11% Q3 2026 Oct 30, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 15,249 1,968 0.08% 0.08% 259 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History Added to 15,360 1,920 0.0% 0.0% 260 +12,318 404.93% Q3 2026 Oct 27, 2026
New Age Alpha Advisors, LLC History No change 14,818 1,912 0.08% 0.08% 261 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 15,971 1,897 0.01% 0.0% 262 +10,036 169.1% Q3 2026 Oct 23, 2026
LAZARD ASSET MANAGEMENT LLC History No change 14,611 1,886 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 14,060 1,815 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 13,706 1,769 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 05, 2026
Marshall Financial Group, LLC History No change 13,033 1,682 0.25% 0.25% 266 0 0.0% Q2 2026 Jul 17, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,986 1,676 0.01% 0.01% 267 0 0.0% Q2 2026 Aug 10, 2026
Petiole USA ltd History No change 12,600 1,626 1.17% 1.17% 268 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 12,212 1,576 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 24, 2026
Vestcor Inc History No change 12,078 1,559 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 12,341 1,529 0.02% 0.03% 271 -2,045 -14.22% Q3 2026 Oct 13, 2026
Chicago Partners Investment Group LLC History Added to 11,456 1,502 0.03% 0.02% 272 +2,956 34.78% Q3 2026 Oct 26, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 11,522 1,487 0.25% 0.25% 273 0 0.0% Q2 2026 Aug 04, 2026
Swiss Life Asset Management Ltd History Added to 11,841 1,467 0.01% 0.01% 274 +81 0.69% Q3 2026 Nov 03, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 11,309 1,459 0.2% 0.2% 275 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 11,292 1,457 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 11,714 1,451 0.03% 0.03% 277 -3,608 -23.55% Q3 2026 Oct 22, 2026
Alyeska Investment Group, L.P. History No change 11,038 1,424 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Garton & Associates Financial Advisors LLC History New 11,371 1,409 3.44% — 279 +11,371 New Q3 2026 Oct 30, 2026
Dundas Partners LLP History No change 10,672 1,377 0.1% 0.1% 280 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 11,047 1,369 0.02% 0.01% 281 +7,434 205.76% Q3 2026 Oct 23, 2026
FEDERATED HERMES, INC. History No change 10,597 1,367 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 10,141 1,364 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 23, 2026
BURNEY CO/ History Reduced 10,551 1,307 0.04% 0.04% 284 -1,803 -14.59% Q3 2026 Oct 15, 2026
Federation des caisses Desjardins du Quebec History No change 9,860 1,272 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 9,842 1,270 0.05% 0.05% 286 0 0.0% Q2 2026 Aug 06, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 10,246 1,269 0.01% 0.01% 287 +3,172 44.84% Q3 2026 Oct 13, 2026
SFE Investment Counsel History Reduced 10,210 1,265 0.17% 0.18% 288 -400 -3.77% Q3 2026 Oct 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 10,016 1,241 0.0% 0.0% 289 +6,615 194.5% Q3 2026 Oct 28, 2026
Delta Investment Management, LLC History No change 9,548 1,232 0.2% 0.2% 290 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 9,361 1,208 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 9,182 1,185 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 9,146 1,180 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 9,089 1,173 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 29, 2026
Integrated Quantitative Investments LLC History No change 8,986 1,160 0.19% 0.19% 295 0 0.0% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 9,191 1,139 0.21% 0.0% 296 +9,069 7433.61% Q3 2026 Oct 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,069 1,134 0.03% 0.03% 297 +562 6.61% Q3 2026 Oct 20, 2026
AlphaCore Capital LLC History Added to 9,148 1,133 0.02% 0.01% 298 +3,203 53.88% Q3 2026 Nov 04, 2026
Wedmont Private Capital History Added to 8,966 1,131 0.03% 0.02% 299 +4,683 109.34% Q3 2026 Oct 09, 2026
NATURAL INVESTMENTS, LLC History No change 8,756 1,130 0.25% 0.25% 300 0 0.0% Q2 2026 Jul 31, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,684 1,120 0.02% 0.02% 301 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 8,631 1,114 0.27% 0.27% 302 0 0.0% Q2 2026 Aug 10, 2026
Atria Investments, Inc History Added to 8,831 1,094 0.01% 0.01% 303 +1,301 17.28% Q3 2026 Oct 15, 2026
Unison Advisors LLC History Added to 8,756 1,085 0.08% 0.08% 304 +52 0.6% Q3 2026 Oct 28, 2026
ASSETMARK, INC History Reduced 8,746 1,083 0.0% 0.0% 305 -2,949 -25.22% Q3 2026 Oct 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 8,376 1,081 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 13, 2026
Edgestream Partners, L.P. History No change 8,377 1,081 0.03% 0.03% 307 0 0.0% Q2 2026 Aug 11, 2026
180 WEALTH ADVISORS, LLC History Reduced 8,706 1,078 0.1% 0.13% 308 -1,443 -14.22% Q3 2026 Nov 03, 2026
Pallas Capital Advisors LLC History No change 8,237 1,063 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 07, 2026
WINTON GROUP Ltd History No change 8,090 1,044 0.03% 0.03% 310 0 0.0% Q2 2026 Aug 07, 2026
MACKENZIE FINANCIAL CORP History Reduced 8,405 1,041 0.0% 0.0% 311 -5,672 -40.29% Q3 2026 Nov 02, 2026
HANCOCK WHITNEY CORP History No change 7,950 1,026 0.02% 0.02% 312 0 0.0% Q2 2026 Aug 14, 2026
Zhang Financial LLC History No change 7,941 1,025 0.03% 0.03% 313 0 0.0% Q2 2026 Jul 30, 2026
Assenagon Asset Management S.A. History Reduced 7,777 963 0.0% 0.0% 314 -10,223 -56.79% Q3 2026 Oct 15, 2026
Krilogy Financial LLC History Added to 7,558 948 0.03% 0.02% 315 +1,820 31.72% Q3 2026 Oct 13, 2026
GAMMA Investing LLC History Added to 7,638 946 0.03% 0.03% 316 +1,461 23.65% Q3 2026 Oct 08, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 7,615 943 0.01% 0.01% 317 +2,015 35.98% Q3 2026 Oct 30, 2026
Ensign Peak Advisors, Inc History No change 7,291 941 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 7,295 941 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 11, 2026
Palouse Capital Management, Inc. History No change 7,204 929 0.58% 0.58% 320 0 0.0% Q2 2026 Jul 08, 2026
Ethic Inc. History Added to 7,409 918 0.01% 0.01% 321 +306 4.31% Q3 2026 Nov 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 7,023 906 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 7,026 906 0.08% 0.08% 323 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History Reduced 7,241 897 0.04% 0.04% 324 -190 -2.56% Q3 2026 Oct 22, 2026
BRIGHTON JONES LLC History Added to 7,231 896 0.02% 0.01% 325 +1,120 18.33% Q3 2026 Nov 03, 2026
Maryland State Retirement & Pension System History No change 6,883 888 0.02% 0.02% 326 0 0.0% Q2 2026 Jul 30, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 7,089 878 0.02% 0.02% 327 -16 -0.23% Q3 2026 Oct 23, 2026
Focus Partners Advisor Solutions, LLC History No change 6,745 870 0.01% 0.01% 328 0 0.0% Q2 2026 Aug 06, 2026
Fifth Third Wealth Advisors LLC History Reduced 6,917 857 0.02% 0.03% 329 -210 -2.95% Q3 2026 Oct 22, 2026
Crossmark Global Holdings, Inc. History Added to 6,851 849 0.01% 0.01% 330 +52 0.76% Q3 2026 Oct 21, 2026
Sequoia Financial Advisors, LLC History No change 6,580 849 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 17, 2026
MBL Wealth, LLC History New 6,840 847 0.05% — 333 +6,840 New Q3 2026 Oct 22, 2026
TOBAM History Added to 6,834 847 0.35% 0.2% 332 +480 7.55% Q3 2026 Nov 03, 2026
Crumly & Associates Inc. History Reduced 6,664 825 0.15% 0.17% 334 -91 -1.35% Q3 2026 Oct 07, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,374 822 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 11, 2026
Dakota Wealth Management History No change 6,364 821 0.02% 0.02% 336 0 0.0% Q2 2026 Aug 07, 2026
Meeder Advisory Services, Inc. History No change 6,334 817 0.03% 0.03% 337 0 0.0% Q2 2026 Aug 07, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 6,314 815 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 05, 2026
West Family Investments, Inc. History No change 6,242 805 0.23% 0.23% 339 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History Added to 6,421 795 0.0% 0.0% 340 +2,255 54.13% Q3 2026 Nov 04, 2026
DF DENT & CO INC History No change 6,100 787 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 6,102 787 0.02% 0.02% 342 0 0.0% Q2 2026 Aug 04, 2026
Hanson & Doremus Investment Management History Reduced 6,257 775 0.08% 0.09% 343 -795 -11.27% Q3 2026 Oct 16, 2026
Temasek Holdings (Private) Ltd History Reduced 6,178 765 0.0% 0.01% 344 -12,702 -67.28% Q3 2026 Oct 28, 2026
Blue Trust, Inc. History Reduced 6,149 762 0.01% 0.01% 345 -1,568 -20.32% Q3 2026 Oct 15, 2026
Schonfeld Strategic Advisors LLC History No change 5,901 761 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 5,858 756 0.07% 0.07% 347 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 5,857 756 0.0% 0.0% 348 0 0.0% Q2 2026 Sep 08, 2026
Painted Porch Advisors LLC History No change 5,838 753 0.33% 0.33% 349 0 0.0% Q2 2026 Jul 24, 2026
DRW Securities, LLC History No change 5,782 746 0.02% 0.02% 350 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 5,680 733 0.01% 0.01% 351 0 0.0% Q2 2026 Aug 13, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 5,679 703 0.02% 0.02% 352 +10 0.18% Q3 2026 Nov 02, 2026
BLAIR WILLIAM & CO/IL History No change 5,432 701 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 11, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History No change 5,437 701 0.04% 0.04% 354 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,363 692 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 13, 2026
Act Two Investors LLC History No change 5,270 680 0.14% 0.14% 356 0 0.0% Q2 2026 Aug 10, 2026
MOODY ALDRICH PARTNERS LLC History No change 5,460 676 0.13% 0.13% 357 0 0.0% Q3 2026 Oct 27, 2026
Prospera Financial Services Inc History Reduced 5,167 675 0.01% 0.01% 358 -177 -3.31% Q3 2026 Nov 04, 2026
Nykredit A/S History No change 5,192 670 0.0% 0.0% 359 0 0.0% Q2 2026 Sep 08, 2026
VISIONARY HORIZONS, LLC History Reduced 5,366 665 0.26% 0.32% 360 -591 -9.92% Q3 2026 Oct 22, 2026
Snowden Capital Advisors LLC History No change 5,023 648 0.02% 0.02% 361 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Reduced 5,207 645 0.0% 0.0% 362 -197 -3.65% Q3 2026 Oct 28, 2026
CIBC WORLD MARKET INC. History No change 4,979 642 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 5,109 633 0.0% 0.0% 364 -1,061 -17.2% Q3 2026 Oct 26, 2026
EntryPoint Capital, LLC History No change 4,823 622 0.15% 0.15% 365 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 4,988 618 0.0% 0.01% 366 -3,910 -43.94% Q3 2026 Nov 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 4,779 616 0.01% 0.01% 367 0 0.0% Q2 2026 Sep 23, 2026
Catalyst Funds Management Pty Ltd History No change 4,700 606 0.03% 0.03% 368 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 4,642 599 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 4,573 590 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 06, 2026
Twelve Points Wealth Management LLC History Reduced 4,499 588 0.11% 0.12% 372 -10 -0.22% Q3 2026 Nov 03, 2026
D. E. Shaw & Co., Inc. History No change 4,556 588 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 4,463 576 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 4,469 576 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 27, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,455 575 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 14, 2026
Eddie Patel Inc History Added to 4,628 573 0.36% 0.25% 376 +1,447 45.49% Q3 2026 Nov 02, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 4,380 565 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 14, 2026
Mach-1 Financial Group, LLC History No change 4,383 565 0.22% 0.22% 378 0 0.0% Q2 2026 Jul 29, 2026
Advisor Resource Council History No change 4,239 557 0.16% 0.16% 379 0 0.0% Q2 2026 Jul 28, 2026
MeadowBrook Investment Advisors LLC History Reduced 4,180 554 0.44% 0.46% 380 -330 -7.32% Q3 2026 Oct 29, 2026
ALPS ADVISORS INC History Reduced 4,470 553 0.0% 0.0% 381 -341 -7.09% Q3 2026 Nov 02, 2026
CIBC Asset Management Inc History No change 4,254 549 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History Reduced 4,357 539 0.01% 0.01% 383 -856 -16.42% Q3 2026 Oct 22, 2026
Cordatus Wealth Management LLC History Reduced 4,232 524 0.12% 0.12% 384 -90 -2.08% Q3 2026 Oct 19, 2026
North Dakota State Investment Board History Added to 4,164 516 0.02% 0.02% 385 +100 2.46% Q3 2026 Oct 27, 2026
Legacy Advisory Services, LLC History Reduced 4,156 515 0.37% 0.39% 386 -177 -4.08% Q3 2026 Oct 20, 2026
Everhart Financial Group, Inc. History Added to 4,153 514 0.03% 0.03% 387 +454 12.27% Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 3,947 509 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 11, 2026
Bull Harbor Capital LLC History No change 3,912 505 0.1% 0.1% 389 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 3,911 504 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 31, 2026
Polymer Capital Management (US) LLC History No change 3,910 504 0.07% 0.07% 391 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 3,902 503 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
SEEDS INVESTOR LLC History No change 3,768 486 0.05% 0.05% 393 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 3,726 480 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY TRUST CO History No change 3,702 477 0.01% 0.01% 395 0 0.0% Q2 2026 Aug 13, 2026
Machina Capital S.A.S. History No change 3,702 477 0.08% 0.08% 396 0 0.0% Q2 2026 Aug 10, 2026
TD Waterhouse Canada Inc. History Added to 3,794 474 0.0% 0.0% 397 +906 31.37% Q3 2026 Oct 16, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 3,797 471 0.02% 0.03% 398 0 0.0% Q3 2026 Nov 03, 2026
EverSource Wealth Advisors, LLC History Added to 3,792 469 0.02% 0.01% 399 +850 28.89% Q3 2026 Nov 04, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 3,593 463 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 3,586 462 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 12, 2026
Phillips Wealth Planners LLC History No change 3,419 446 0.33% 0.33% 402 0 0.0% Q2 2026 Aug 07, 2026
PROFUND ADVISORS LLC History Reduced 3,487 432 0.01% 0.01% 403 -135 -3.73% Q3 2026 Oct 28, 2026
Rehmann Capital Advisory Group History No change 3,337 431 0.02% 0.02% 404 0 0.0% Q2 2026 Aug 20, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 3,472 430 0.0% 0.0% 405 +590 20.47% Q3 2026 Oct 28, 2026
Vise Technologies, Inc. History Reduced 3,451 427 0.0% 0.01% 406 -642 -15.69% Q3 2026 Oct 28, 2026
GUGGENHEIM CAPITAL LLC History No change 3,278 423 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 3,219 415 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 3,204 413 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 3,174 409 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 12, 2026
CROSSPOINT FINANCIAL, LLC History No change 3,279 406 0.8% 0.97% 411 0 0.0% Q3 2026 Nov 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 3,113 401 0.03% 0.03% 412 0 0.0% Q2 2026 Aug 04, 2026
Bridgefront Capital, LLC History No change 3,101 400 0.11% 0.11% 413 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 3,092 399 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 10, 2026
Soltis Investment Advisors LLC History Added to 3,142 389 0.02% 0.01% 416 +1,449 85.59% Q3 2026 Oct 28, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,146 389 0.0% 0.0% 415 +286 10.0% Q3 2026 Nov 02, 2026
Cooper Financial Group History Reduced 3,113 385 0.03% 0.03% 417 -42 -1.33% Q3 2026 Oct 07, 2026
Kera Capital Partners, Inc. History No change 2,985 385 0.04% 0.04% 418 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 2,967 383 0.0% 0.0% 419 0 0.0% Q2 2026 Aug 12, 2026
nVerses Capital, LLC History No change 2,964 382 0.59% 0.59% 420 0 0.0% Q2 2026 Aug 04, 2026
Ballentine Partners, LLC History No change 2,949 380 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 17, 2026
MQS Management LLC History No change 2,940 379 0.46% 0.46% 422 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 2,882 372 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
Curated Wealth Partners LLC History New 2,983 369 0.03% — 425 +2,983 New Q3 2026 Oct 15, 2026
Resonant Capital Advisors, LLC History Added to 2,983 369 0.02% 0.02% 424 +35 1.19% Q3 2026 Oct 15, 2026
Institute for Wealth Management, LLC. History No change 2,835 365 0.03% 0.03% 426 0 0.0% Q2 2026 Jul 28, 2026
Hamilton Capital Partners Inc. History No change 2,819 363 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 2,811 362 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 2,809 362 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 12, 2026
WADDELL & ASSOCIATES, LLC History No change 2,782 359 0.02% 0.02% 430 0 0.0% Q2 2026 Jul 15, 2026
Net Worth Advisory Group History Added to 2,859 357 0.09% 0.08% 431 +425 17.46% Q3 2026 Oct 19, 2026
OLD NATIONAL BANCORP /IN/ History Added to 2,877 356 0.01% 0.01% 432 +201 7.51% Q3 2026 Oct 20, 2026
VestGen Advisors, LLC History Added to 2,836 351 0.01% 0.01% 433 +170 6.38% Q3 2026 Oct 27, 2026
Parcion Private Wealth LLC History New 2,814 348 0.02% — 434 +2,814 New Q3 2026 Oct 28, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 2,782 344 0.16% 0.2% 435 -853 -23.47% Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Added to 2,696 334 0.0% 0.0% 436 +1,119 70.96% Q3 2026 Oct 08, 2026
Marathon Mission, Inc. History Added to 2,695 333 0.17% 0.17% 437 +129 5.03% Q3 2026 Oct 01, 2026
Clearstead Advisors, LLC History No change 2,551 329 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History No change 2,533 326 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 10, 2026
1900 WEALTH MANAGEMENT LLC History New 2,567 318 0.02% — 440 +2,567 New Q3 2026 Oct 13, 2026
AlphaGrep UK Ltd History No change 2,454 316 0.09% 0.09% 441 0 0.0% Q2 2026 Aug 14, 2026
RIVERSEDGE ADVISORS, LLC History New 2,547 315 0.04% — 442 +2,547 New Q3 2026 Oct 09, 2026
Arkadios Wealth Advisors History No change 2,417 312 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 2,504 310 0.0% 0.0% 444 -632 -20.15% Q3 2026 Oct 27, 2026
Apollon Wealth Management, LLC History Added to 2,423 300 0.0% 0.0% 446 +142 6.23% Q3 2026 Oct 23, 2026
GSA CAPITAL PARTNERS LLP History No change 2,326 300 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 2,318 299 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History Reduced 2,400 297 0.03% 0.03% 448 -300 -11.11% Q3 2026 Nov 02, 2026
OPPENHEIMER & CO INC History Reduced 2,374 294 0.0% 0.01% 449 -2,000 -45.72% Q3 2026 Oct 26, 2026
Aquatic Capital Management LLC History No change 2,278 294 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 2,243 289 0.01% 0.01% 451 0 0.0% Q2 2026 Aug 12, 2026
Qtron Investments LLC History No change 2,243 289 0.04% 0.04% 452 0 0.0% Q2 2026 Aug 13, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 2,282 285 0.04% — 454 +2,282 New Q3 2026 Oct 20, 2026
Huntleigh Advisors, Inc. History No change 2,300 285 0.04% 0.04% 453 0 0.0% Q3 2026 Nov 03, 2026
IFP Advisors, Inc History Reduced 2,268 281 0.0% 0.01% 455 -247 -9.82% Q3 2026 Oct 16, 2026
Blueshift Asset Management, LLC History No change 2,136 275 0.06% 0.06% 456 0 0.0% Q2 2026 Aug 14, 2026
RETIREMENT GUYS FORMULA LLC History Added to 2,196 272 0.1% 0.1% 457 +118 5.68% Q3 2026 Oct 26, 2026
OSSIAM History No change 2,105 271 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History Added to 2,164 268 0.03% 0.01% 459 +1,535 244.04% Q3 2026 Oct 26, 2026
MOR Wealth Management, LLC History No change 2,051 264 0.11% 0.11% 460 0 0.0% Q2 2026 Aug 06, 2026
Americana Partners, LLC History New 2,127 263 0.01% — 461 +2,127 New Q3 2026 Oct 28, 2026
Kestra Advisory Services, LLC History Added to 2,108 261 0.0% 0.0% 462 +507 31.67% Q3 2026 Nov 02, 2026
Hikari Tsushin, Inc. History No change 2,000 258 0.02% 0.02% 463 0 0.0% Q2 2026 Aug 11, 2026
SYON CAPITAL LLC History No change 1,984 256 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
Allegiance Financial Group Advisory Services LLC History New 2,020 250 0.04% — 465 +2,020 New Q3 2026 Nov 02, 2026
EVENTIDE ASSET MANAGEMENT, LLC History No change 1,936 249 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 1,920 247 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
FULTON BANK, N.A. History Reduced 1,986 246 0.01% 0.01% 468 -148 -6.94% Q3 2026 Oct 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,896 244 0.0% 0.0% 469 0 0.0% Q2 2026 Aug 12, 2026
Sivia Capital Partners, LLC History No change 1,870 241 0.03% 0.03% 470 0 0.0% Q2 2026 Jul 23, 2026
Wealthfront Advisers LLC History No change 1,840 237 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 07, 2026
First Washington CORP History No change 1,816 234 0.06% 0.06% 472 0 0.0% Q2 2026 Aug 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 1,810 233 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 1,811 233 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
State of Wyoming History Reduced 1,878 232 0.02% 0.03% 475 -512 -21.42% Q3 2026 Oct 28, 2026
SCHARF INVESTMENTS, LLC History No change 1,776 229 0.01% 0.01% 476 0 0.0% Q2 2026 Jul 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 1,762 227 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 14, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,812 224 0.03% 0.04% 478 +87 5.04% Q3 2026 Oct 27, 2026
Naviter Wealth, LLC History No change 1,736 224 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 07, 2026
Klingman & Associates, LLC History New 1,802 223 0.01% — 480 +1,802 New Q3 2026 Oct 20, 2026
QTR Family Wealth, LLC History Added to 1,793 222 0.08% 0.08% 481 +69 4.0% Q3 2026 Nov 02, 2026
Alhambra Investment Management LLC History Reduced 1,788 221 0.09% 0.1% 482 -17 -0.94% Q3 2026 Oct 15, 2026
SAGE RHINO CAPITAL LLC History Reduced 1,769 219 0.04% 0.04% 483 -6 -0.34% Q3 2026 Oct 27, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,752 217 0.0% 0.0% 484 +75 4.47% Q3 2026 Nov 02, 2026
Keystone Financial Services History No change 1,682 217 0.06% 0.06% 485 0 0.0% Q2 2026 Aug 05, 2026
Mattson Financial Services, LLC History No change 1,596 217 0.05% 0.05% 486 0 0.0% Q2 2026 Aug 04, 2026
one8zero8, LLC History No change 1,675 216 0.04% 0.04% 487 0 0.0% Q2 2026 Aug 10, 2026
Capstone Wealth Management, LLC History New 1,727 214 0.1% — 489 +1,727 New Q3 2026 Nov 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 1,733 214 0.0% 0.0% 488 0 0.0% Q3 2026 Oct 13, 2026
Havemeyer Place LP History No change 1,653 213 0.02% 0.02% 490 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History Reduced 1,681 212 0.0% 0.0% 492 -86 -4.87% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 1,681 212 0.0% 0.0% 493 -86 -4.87% Q3 2026 Oct 20, 2026
denkapparat Operations GmbH History No change 1,650 212 0.07% 0.07% 491 0 0.0% Q2 2026 Aug 06, 2026
DAYMARK WEALTH PARTNERS, LLC History New 1,710 211 0.0% — 494 +1,710 New Q3 2026 Nov 04, 2026
Brown Financial Advisors History No change 1,606 207 0.07% 0.07% 495 0 0.0% Q2 2026 Aug 26, 2026
GLOBEFLEX CAPITAL L P History No change 1,600 206 0.03% 0.03% 496 0 0.0% Q2 2026 Aug 12, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 1,600 206 0.02% 0.02% 497 0 0.0% Q2 2026 Aug 06, 2026
Roehl & Yi Investment Advisors, LLC History No change 1,601 206 0.07% 0.07% 498 0 0.0% Q2 2026 Aug 13, 2026
Proficio Capital Partners LLC History No change 1,594 205 0.01% 0.01% 499 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 1,584 204 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 1,586 204 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 18, 2026
Eurizon Capital SGR S.p.A. History No change 1,583 204 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 29, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 1,642 203 0.05% 0.06% 503 +10 0.61% Q3 2026 Nov 04, 2026
Claro Advisors Inc. History New 1,631 202 0.02% — 504 +1,631 New Q3 2026 Nov 02, 2026
Baker Avenue Asset Management, LP History No change 1,559 201 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 28, 2026
Versant Capital Management, Inc History Reduced 1,611 199 0.02% 0.02% 506 -7 -0.43% Q3 2026 Oct 01, 2026
Steward Partners Investment Advisory, LLC History No change 1,508 194 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 13, 2026
Copeland Capital Management, LLC History Reduced 1,536 190 0.0% 0.0% 508 -105 -6.4% Q3 2026 Oct 13, 2026
Smithfield Trust Co History No change 1,461 189 0.01% 0.01% 509 0 0.0% Q2 2026 Aug 05, 2026
Root Financial Partners, LLC History New 1,485 184 0.01% — 510 +1,485 New Q3 2026 Oct 21, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 1,363 175 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 1,300 161 0.07% 0.08% 512 +19 1.48% Q3 2026 Oct 14, 2026
Financial Perspectives, Inc History No change 1,297 160 0.04% 0.04% 513 0 0.0% Q3 2026 Nov 03, 2026
LANARK FINANCIAL, INC. History Reduced 1,170 144 0.01% 0.01% 514 -115 -8.95% Q3 2026 Oct 26, 2026
True Wealth Design, LLC History Added to 1,122 139 0.03% 0.03% 515 +36 3.31% Q3 2026 Oct 13, 2026
Provenance Wealth Advisors, LLC History New 1,052 130 0.01% — 517 +1,052 New Q3 2026 Oct 30, 2026
Parkside Financial Bank & Trust History Added to 1,049 130 0.01% 0.01% 516 +354 50.94% Q3 2026 Oct 27, 2026
Transamerica Financial Advisors, LLC History No change 934 120 0.01% 0.01% 518 0 0.0% Q2 2026 Aug 14, 2026
VIRTUS ADVISERS, LLC History No change 936 120 0.05% 0.05% 519 0 0.0% Q2 2026 Aug 11, 2026
Community Financial Services Group, LLC History No change 905 113 0.02% 0.02% 520 0 0.0% Q3 2026 Oct 15, 2026
Quarry LP History No change 873 112 0.01% 0.01% 521 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 845 104 0.0% 0.0% 522 +130 18.18% Q3 2026 Nov 03, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 799 103 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History Reduced 806 99 0.06% 0.06% 524 -35 -4.16% Q3 2026 Oct 21, 2026
HUNTINGTON NATIONAL BANK History No change 711 91 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 720 89 0.0% 0.0% 526 +88 13.92% Q3 2026 Oct 23, 2026
Ascentis Independent Advisors History Added to 678 84 0.0% 0.19% 527 +126 22.83% Q3 2026 Nov 03, 2026
V-Square Quantitative Management LLC History No change 679 84 0.01% 0.01% 528 0 0.0% Q3 2026 Oct 15, 2026
Employees Retirement System of Texas History No change 631 81 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 14, 2026
FIRST HORIZON CORP History Reduced 621 76 0.0% 0.0% 530 -16 -2.51% Q3 2026 Oct 26, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 580 74 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History Reduced 521 65 0.04% 0.05% 532 -104 -16.64% Q3 2026 Oct 30, 2026
Larson Financial Group LLC History No change 468 60 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 469 58 0.0% 0.0% 534 -59 -11.17% Q3 2026 Oct 28, 2026
TOTH FINANCIAL ADVISORY CORP History No change 450 55 0.01% 0.01% 535 0 0.0% Q3 2026 Oct 08, 2026
MATHER GROUP, LLC. History Added to 442 54 0.0% 0.0% 536 +81 22.44% Q3 2026 Oct 14, 2026
Elyxium Wealth, LLC History New 433 53 0.01% — 539 +433 New Q3 2026 Oct 27, 2026
American Capital Advisory, LLC History No change 432 53 0.02% 0.02% 537 0 0.0% Q3 2026 Oct 28, 2026
Keating Financial Advisory Services, Inc. History No change 411 53 0.01% 0.01% 538 0 0.0% Q2 2026 Aug 11, 2026
WPG Advisers, LLC History Added to 414 51 0.03% 0.03% 540 +20 5.08% Q3 2026 Oct 27, 2026
Basecamp Wealth Advisors LLC History No change 395 50 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 14, 2026
Harvest Fund Management Co., Ltd History No change 315 41 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 19, 2026
DANSKE BANK A/S History No change 300 38 0.0% 0.0% 543 0 0.0% Q2 2026 Aug 10, 2026
Truvestments Capital LLC History No change 302 38 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 12, 2026
Park Place Capital Corp History No change 293 37 0.01% 0.01% 545 0 0.0% Q2 2026 Aug 13, 2026
Chung Wu Investment Group, LLC History No change 300 37 0.03% 0.02% 546 0 0.0% Q3 2026 Nov 03, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 286 36 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 288 35 0.01% 0.01% 548 0 0.0% Q3 2026 Oct 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 274 35 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 269 33 0.0% 0.0% 550 -12 -4.27% Q3 2026 Oct 05, 2026
CVA Family Office, LLC History No change 263 33 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 07, 2026
BIRCH FINANCIAL GROUP, LLC History New 264 32 0.01% — 553 +264 New Q3 2026 Oct 27, 2026
HARBOUR INVESTMENTS, INC. History No change 248 32 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 253 31 0.0% 0.0% 554 0 0.0% Q3 2026 Oct 08, 2026
Heritage Family Offices, LLP History New 242 29 0.01% — 556 +242 New Q3 2026 Nov 02, 2026
IFG Advisory, LLC History No change 229 29 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 226 28 0.0% 0.0% 557 -44 -16.3% Q3 2026 Oct 07, 2026
Ancora Advisors LLC History No change 213 27 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 204 26 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 190 23 0.0% 0.0% 560 0 0.0% Q3 2026 Nov 03, 2026
Alpine Bank Wealth Management History No change 191 23 0.0% 0.0% 561 0 0.0% Q3 2026 Oct 16, 2026
FIL Ltd History No change 176 22 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 13, 2026
Balance Wealth Partners LLC History New 172 21 0.01% — 565 +172 New Q3 2026 Oct 27, 2026
DT Investment Partners, LLC History No change 173 21 0.0% 0.0% 563 0 0.0% Q3 2026 Oct 27, 2026
Owl Creek Wealth Partners LLC History No change 175 21 0.01% 0.01% 564 0 0.0% Q3 2026 Oct 20, 2026
Rossby Financial, LCC History No change 156 20 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 151 19 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 13, 2026
BROWN BROTHERS HARRIMAN & CO History No change 147 18 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History No change 143 18 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 147 18 0.01% 0.01% 570 0 0.0% Q3 2026 Oct 07, 2026
Salomon & Ludwin, LLC History No change 143 17 0.0% 0.0% 571 0 0.0% Q3 2026 Oct 29, 2026
Fortitude Family Office, LLC History Added to 131 16 0.0% 0.0% 572 +24 22.43% Q3 2026 Oct 14, 2026
JNBA Financial Advisors History New 117 14 0.0% — 575 +117 New Q3 2026 Nov 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 120 14 0.0% 0.0% 573 0 0.0% Q3 2026 Oct 22, 2026
Tacita Capital Inc History No change 114 14 0.01% 0.01% 574 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 110 13 0.01% — 578 +110 New Q3 2026 Oct 09, 2026
EASTERN BANK History New 105 13 0.0% — 577 +105 New Q3 2026 Oct 05, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 100 13 0.0% 0.0% 576 -100 -50.0% Q3 2026 Oct 22, 2026
Pinnacle Wealth Planning Services, Inc. History No change 100 12 0.0% 0.0% 579 0 0.0% Q3 2026 Oct 27, 2026
Optiver Holding B.V. History No change 93 12 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 12, 2026
BFC Planning, Inc. History No change 96 12 0.0% 0.0% 581 0 0.0% Q2 2026 Oct 29, 2026
LRI Investments, LLC History No change 90 11 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 14, 2026
Dogwood Wealth Management LLC History No change 87 11 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 06, 2026
CX Institutional History No change 77 10 0.0% 0.0% 584 0 0.0% Q3 2026 Oct 02, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 82 10 0.01% 0.01% 585 0 0.0% Q3 2026 Oct 09, 2026
Signature Equity Partners, LLC History Added to 77 9 0.0% 0.0% 589 +34 79.07% Q3 2026 Oct 29, 2026
TRUST CO OF VERMONT History Added to 77 9 0.0% 0.0% 586 +4 5.48% Q3 2026 Oct 21, 2026
Beaird Harris Wealth Management, LLC History No change 73 9 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 08, 2026
JDM Financial Group LLC History No change 76 9 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 17, 2026
Hughes Financial Services, LLC History Added to 63 8 0.0% 0.0% 592 +28 80.0% Q3 2026 Oct 30, 2026
CENTRAL TRUST Co History No change 68 8 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 31, 2026
Valued Wealth Advisors LLC History No change 64 8 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 20, 2026
Creative Capital Management Investments LLC History Added to 62 7 0.0% 0.0% 596 +18 40.91% Q3 2026 Oct 27, 2026
Bare Financial Services, Inc History Added to 63 7 0.0% 0.0% 597 +14 28.57% Q3 2026 Nov 04, 2026
High Note Wealth, LLC History No change 62 7 0.0% 0.0% 593 0 0.0% Q3 2026 Oct 27, 2026
Concord Wealth Partners History No change 57 7 0.0% 0.0% 594 0 0.0% Q3 2026 Oct 30, 2026
Bell Investment Advisors, Inc History No change 62 7 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 28, 2026
Boreal Capital Management LLC History No change 59 7 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 13, 2026
Leonteq Securities AG History Reduced 56 6 0.0% 0.0% 599 -220 -79.71% Q3 2026 Oct 29, 2026
Quent Capital, LLC History No change 51 6 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 07, 2026
Bruce G. Allen Investments, LLC History No change 51 6 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 31, 2026
Accent Capital Management, LLC History No change 51 6 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 54 6 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 54 6 0.0% 0.0% 604 0 0.0% Q3 2026 Oct 21, 2026
Arlington Trust Co LLC History New 48 5 0.0% — 615 +48 New Q3 2026 Oct 20, 2026
CoreCap Advisors, LLC History Reduced 41 5 0.0% 0.0% 611 -3 -6.82% Q3 2026 Oct 08, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 41 5 0.0% 0.0% 605 0 0.0% Q2 2026 Oct 30, 2026
Johnson Financial Group, Inc. History No change 42 5 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
Prestige Wealth Management Group LLC History No change 40 5 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History No change 42 5 0.0% 0.0% 608 0 0.0% Q3 2026 Oct 15, 2026
Continuum Advisory, LLC History No change 45 5 0.0% 0.0% 609 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 46 5 0.0% 0.0% 610 0 0.0% Q3 2026 Oct 28, 2026
Nemes Rush Group LLC History No change 48 5 0.0% 0.0% 612 0 0.0% Q3 2026 Nov 04, 2026
Private Wealth Management Group, LLC History No change 47 5 0.0% 0.0% 613 0 0.0% Q3 2026 Oct 19, 2026
Ares Financial Consulting, LLC History No change 46 5 0.0% 0.0% 614 0 0.0% Q3 2026 Oct 19, 2026
SouthState Bank Corp History No change 33 4 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 32 4 0.0% 0.0% 617 0 0.0% Q2 2026 Jul 24, 2026
CNB Bank History No change 38 4 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 06, 2026
DiNuzzo Private Wealth, Inc. History No change 34 4 0.0% 0.0% 619 0 0.0% Q3 2026 Oct 15, 2026
Sachetta, LLC History No change 34 4 0.0% 0.0% 620 0 0.0% Q2 2026 Jul 15, 2026
Retirement Wealth Solutions LLC History No change 33 4 0.0% 0.0% 621 0 0.0% Q3 2026 Oct 07, 2026
Torren Management, LLC History No change 32 4 0.0% 0.0% 622 0 0.0% Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History No change 37 4 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History Added to 27 3 0.0% 0.0% 626 +10 58.82% Q3 2026 Oct 20, 2026
Bay Harbor Wealth Management, LLC History Added to 31 3 0.0% 0.0% 624 +6 24.0% Q3 2026 Nov 03, 2026
Avion Wealth History Added to 30 3 0.0% 0.0% 625 +4 15.38% Q3 2026 Nov 03, 2026
PFS Partners, LLC History No change 31 3 0.0% 0.0% 627 0 0.0% Q3 2026 Oct 21, 2026
AMERIFLEX GROUP, INC. History No change 25 3 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 28 3 0.0% 0.0% 629 0 0.0% Q3 2026 Oct 13, 2026
William Mack & Associates, Inc. History New 22 2 0.0% — 639 +22 New Q3 2026 Oct 27, 2026
ALBION FINANCIAL GROUP /UT History New 20 2 0.0% — 638 +20 New Q3 2026 Oct 21, 2026
VALLEY NATIONAL ADVISERS INC History New 19 2 0.0% — 637 +19 New Q3 2026 Oct 23, 2026
Cape Investment Advisory, Inc. History Reduced 21 2 0.0% 0.0% 633 -8 -27.59% Q3 2026 Oct 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 22 2 0.0% 0.0% 630 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 19 2 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 27, 2026
Golden State Wealth Management, LLC History No change 22 2 0.0% 0.0% 632 0 0.0% Q3 2026 Nov 02, 2026
Dunhill Financial, LLC History No change 20 2 0.0% 0.0% 634 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 22 2 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 11, 2026
HFM Investment Advisors, LLC History No change 23 2 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Wealth Management, LLC History New 15 1 0.0% — 651 +15 New Q3 2026 Nov 03, 2026
DecisionPoint Financial, LLC History Added to 14 1 0.0% 0.0% 646 +2 16.67% Q3 2026 Oct 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 10 1 0.0% 0.0% 640 0 0.0% Q3 2026 Oct 28, 2026
Financial Management Professionals, Inc. History No change 9 1 0.0% 0.0% 641 0 0.0% Q3 2026 Oct 23, 2026
First Command Advisory Services, Inc. History No change 15 1 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 10, 2026
Steigerwald, Gordon & Koch Inc. History No change 14 1 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 22, 2026
SHP Wealth Management History No change 10 1 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 9 1 0.0% 0.0% 645 0 0.0% Q3 2026 Oct 15, 2026
Principia Wealth Advisory, LLC History No change 11 1 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 26, 2026
Navigoe, LLC History No change 9 1 0.0% 0.0% 648 0 0.0% Q3 2026 Nov 03, 2026
Cornerstone Financial Management LLC History No change 14 1 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 28, 2026
Planning Strategies Inc. History No change 14 1 0.0% 0.0% 650 0 0.0% Q3 2026 Oct 02, 2026
Oak Thistle LLC History Closed out 0 0 — 0.3% — -23,697 -100.0% Q3 2026 Oct 21, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -21,053 -100.0% Q3 2026 Oct 16, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -2,865 -100.0% Q3 2026 Oct 28, 2026
SkyOak Wealth, LLC History Closed out 0 0 — 0.05% — -2,183 -100.0% Q3 2026 Oct 28, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 — 0.01% — -2,122 -100.0% Q3 2026 Oct 13, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -2,087 -100.0% Q3 2026 Oct 15, 2026
INVESTMENT HOUSE LLC History Closed out 0 0 — 0.01% — -2,050 -100.0% Q3 2026 Oct 21, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 — 0.0% — -1,632 -100.0% Q3 2026 Oct 16, 2026
Solstein Capital, LLC History Closed out 0 0 — 0.01% — -213 -100.0% Q3 2026 Nov 02, 2026
FNY Investment Advisers, LLC History Closed out 0 0 — 0.01% — -191 -100.0% Q3 2026 Oct 16, 2026
TRUST CO OF TOLEDO NA /OH/ History Closed out 0 0 — 0.0% — -187 -100.0% Q3 2026 Oct 16, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -103 -100.0% Q3 2026 Oct 16, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 — 0.01% — -100 -100.0% Q3 2026 Oct 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -99 -100.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2026 Oct 13, 2026
Clark Wealth Partners History New 8 0 — — — +8 New Q3 2026 Oct 16, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2026 Oct 20, 2026
Asset Dedication, LLC History New 7 0 — — — +7 New Q3 2026 Nov 02, 2026
Caitong International Asset Management Co., Ltd History New 6 0 — — — +6 New Q3 2026 Oct 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 6 0 — — — +6 New Q3 2026 Oct 15, 2026
MASECO LLP History New 4 0 — — — +4 New Q3 2026 Oct 27, 2026
Spire Wealth Management History Closed out 0 0 — — — -4 -100.0% Q3 2026 Oct 30, 2026
Manchester Capital Management LLC History New 2 0 — — — +2 New Q3 2026 Oct 22, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Nov 04, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 27, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
MOTCO History No change 4 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
North Star Investment Management Corp. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 6 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Quaker Wealth Management, LLC History No change 6 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
SBI Securities Co., Ltd. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
IMG Wealth Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Medallion Wealth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
1015 Capital Partners, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
James T. Borello RIA History No change 5 0 — — — 0 0.0% Q3 2026 Oct 16, 2026