First American Financial Corp - FAF

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 9,382,850 643,569 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 9,160,791 628,338 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 5,841,231 400,815 0.36% 0.36% 3 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 5,410,437 371,101 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,034,133 305,800 0.06% 0.06% 5 +136,373 2.78% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 4,422,387 303,331 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 3,389,352 232,475 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 22, 2026
ARIEL INVESTMENTS, LLC History No change 3,229,706 221,525 2.21% 2.21% 8 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 2,315,857 158,845 0.29% 0.29% 9 0 0.0% Q2 2026 Aug 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 1,977,842 135,660 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,868,020 128,160 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History No change 1,715,719 117,681 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 11, 2026
Capital World Investors History No change 1,695,676 116,306 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,527,817 104,792 0.05% 0.05% 14 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 1,524,879 104,591 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,508,362 103,458 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
Davis Asset Management, L.P. History No change 1,500,000 102,885 2.61% 2.61% 17 0 0.0% Q2 2026 Aug 12, 2026
REINHART PARTNERS, LLC. History Reduced 1,534,492 93,205 2.27% 2.43% 18 -18,742 -1.21% Q3 2026 Oct 09, 2026
NORGES BANK History No change 1,245,979 85,461 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 1,240,909 85,113 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,148,854 78,799 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Channing Capital Management, LLC History Reduced 1,260,881 76,585 2.01% 2.25% 22 -164,882 -11.56% Q3 2026 Nov 02, 2026
NORTHERN TRUST CORP History No change 973,797 66,792 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 921,191 63,184 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 903,447 61,967 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 843,895 57,882 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 753,671 51,694 0.01% 0.01% 27 0 0.0% Q2 2026 Sep 02, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History No change 749,097 51,380 0.48% 0.48% 28 0 0.0% Q2 2026 Aug 14, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 735,904 50,475 2.6% 2.6% 29 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 816,937 49,620 0.01% 0.01% 30 -20,108 -2.4% Q3 2026 Nov 05, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 704,534 48,323 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 07, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 677,823 46,491 0.41% 0.41% 32 0 0.0% Q2 2026 Jul 16, 2026
HG Vora Capital Management, LLC History No change 675,000 46,298 23.52% 23.52% 33 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 670,114 45,963 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 27, 2026
BANK OF AMERICA CORP /DE/ History No change 666,740 45,731 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 640,507 43,932 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
PERRY CREEK CAPITAL LP History No change 574,914 39,433 18.05% 18.05% 37 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 572,926 39,296 0.04% 0.04% 38 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Added to 609,045 36,993 0.04% 0.03% 39 +96,733 18.88% Q3 2026 Nov 03, 2026
AQR CAPITAL MANAGEMENT LLC History No change 491,667 33,541 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 463,958 31,822 1.61% 1.61% 41 0 0.0% Q2 2026 Aug 13, 2026
Bragg Financial Advisors, Inc History No change 459,318 31,504 0.84% 0.84% 42 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 430,205 29,507 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 419,366 28,764 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 404,070 27,715 0.1% 0.1% 45 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 382,127 26,210 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 380,607 26,105 0.08% 0.08% 47 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 379,354 26,019 0.03% 0.03% 48 0 0.0% Q2 2026 Jul 29, 2026
Fisher Asset Management, LLC History No change 365,948 25,100 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 04, 2026
HRT FINANCIAL LP History No change 349,421 23,966 0.04% 0.04% 50 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 348,141 23,879 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
FIRST AMERICAN TRUST, FSB History No change 347,041 23,803 1.43% 1.43% 52 0 0.0% Q2 2026 Aug 10, 2026
ProShare Advisors LLC History Reduced 387,634 23,544 0.03% 0.04% 53 -8,801 -2.22% Q3 2026 Oct 28, 2026
SNYDER CAPITAL MANAGEMENT L P History No change 327,746 22,480 0.39% 0.39% 54 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 313,396 21,868 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 353,863 21,493 0.01% 0.01% 56 +122,556 52.98% Q3 2026 Nov 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 298,644 20,483 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Added to 331,066 20,108 0.01% 0.0% 58 +149,892 82.73% Q3 2026 Nov 04, 2026
Private Capital Management, LLC History No change 288,508 19,788 1.74% 1.74% 59 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 276,682 18,977 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 273,438 18,755 0.67% 0.67% 61 0 0.0% Q2 2026 Jul 21, 2026
LOOMIS SAYLES & CO L P History No change 245,597 16,845 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 240,256 16,479 0.01% 0.01% 63 0 0.0% Q2 2026 Sep 02, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 198,918 13,643 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 195,100 13,381 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 192,581 13,209 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 172,767 11,850 0.22% 0.22% 67 0 0.0% Q2 2026 Aug 14, 2026
Select Equity Group, L.P. History No change 168,238 11,539 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History No change 155,982 10,698 0.28% 0.28% 69 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 155,743 10,682 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 154,538 10,599 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
Leeward Investments, LLC - MA History Reduced 173,578 10,543 0.53% 0.57% 72 -10,049 -5.47% Q3 2026 Oct 23, 2026
Squarepoint Ops LLC History No change 153,670 10,540 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 145,445 9,976 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 144,358 9,901 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 143,409 9,836 0.06% 0.06% 76 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 143,152 9,819 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 142,543 9,777 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 140,820 9,658 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 130,987 8,984 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 130,123 8,925 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 146,414 8,775 0.01% 0.0% 82 +123,198 530.66% Q3 2026 Oct 13, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 143,620 8,723 0.48% 0.53% 83 -132 -0.09% Q3 2026 Oct 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 123,719 8,485 0.0% 0.0% 84 0 0.0% Q2 2026 Sep 23, 2026
PhiloSmith Capital Corp History No change 133,050 8,081 2.24% 2.48% 85 0 0.0% Q3 2026 Oct 23, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 114,721 7,868 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 114,357 7,843 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 128,757 7,762 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 112,448 7,712 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 24, 2026
Bayberry Capital Partners LP History No change 112,000 7,682 2.65% 2.65% 90 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 104,637 7,177 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 104,443 7,164 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 102,563 7,034 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 06, 2026
NewSquare Capital LLC History No change 102,439 7,026 0.52% 0.52% 94 0 0.0% Q2 2026 Jul 28, 2026
JUPITER ASSET MANAGEMENT LTD History No change 101,446 6,958 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 100,973 6,925 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 100,462 6,890 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 12, 2026
Vest Financial, LLC History Added to 111,713 6,785 0.07% 0.06% 98 +29,590 36.03% Q3 2026 Oct 21, 2026
BNP Paribas Asset Management Holding S.A. History No change 97,842 6,710 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 94,972 6,514 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 93,781 6,432 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Retirement Systems of Alabama History Reduced 105,311 6,396 0.02% 0.02% 102 -83 -0.08% Q3 2026 Nov 04, 2026
FJ Capital Management LLC History No change 91,643 6,285 0.82% 0.82% 103 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 86,144 5,908 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 85,420 5,858 0.07% 0.07% 105 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 83,051 5,696 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 90,568 5,501 0.01% 0.01% 107 -3,942 -4.17% Q3 2026 Oct 22, 2026
Annandale Capital, LLC History No change 77,855 5,340 0.73% 0.73% 108 0 0.0% Q2 2026 Aug 13, 2026
Prana Capital Management, LP History No change 76,953 5,278 0.16% 0.16% 109 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 75,010 5,144 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 74,956 5,141 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 74,654 5,120 0.21% 0.21% 112 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 84,072 5,107 0.01% 0.01% 113 -14,648 -14.84% Q3 2026 Nov 05, 2026
STIFEL FINANCIAL CORP History No change 72,678 4,985 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History Added to 80,473 4,887 0.02% 0.02% 115 +324 0.4% Q3 2026 Oct 30, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 70,361 4,826 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 09, 2026
MACKENZIE FINANCIAL CORP History Reduced 78,714 4,781 0.01% 0.01% 117 -342 -0.43% Q3 2026 Nov 02, 2026
Ensign Peak Advisors, Inc History No change 69,159 4,743 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History No change 67,937 4,659 0.12% 0.12% 119 0 0.0% Q2 2026 Aug 13, 2026
Advisors Capital Management, LLC History No change 66,886 4,587 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History Added to 73,724 4,478 0.01% 0.0% 121 +35,411 92.43% Q3 2026 Nov 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 64,470 4,422 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 19, 2026
CANADA LIFE ASSURANCE Co History No change 63,946 4,386 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 63,614 4,363 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 57,497 3,943 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
BURNEY CO/ History Added to 61,111 3,711 0.1% 0.11% 126 +32 0.05% Q3 2026 Oct 15, 2026
South Dakota Investment Council History No change 53,981 3,703 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 52,305 3,587 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 50,004 3,429 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 56,196 3,413 0.08% 0.02% 130 +41,118 272.7% Q3 2026 Oct 16, 2026
MetLife Investment Management, LLC History No change 48,989 3,360 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 48,788 3,346 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 48,389 3,328 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 13, 2026
Mubadala Investment Co PJSC History No change 48,432 3,321 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History No change 47,750 3,275 0.59% 0.59% 135 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 44,815 3,073 0.02% 0.02% 136 0 0.0% Q2 2026 Jul 23, 2026
MEEDER ASSET MANAGEMENT INC History No change 43,907 3,011 0.15% 0.15% 137 0 0.0% Q2 2026 Aug 07, 2026
Mutual Advisors, LLC History No change 43,569 2,988 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 42,514 2,916 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 41,812 2,867 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 47,064 2,859 0.19% 0.19% 141 +5,580 13.45% Q3 2026 Oct 22, 2026
Jupiter Topco LLC History No change 41,644 2,858 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History No change 41,536 2,849 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 14, 2026
AMALGAMATED BANK History Added to 45,365 2,755 0.02% 0.02% 144 +460 1.02% Q3 2026 Oct 23, 2026
Man Group plc History No change 39,982 2,742 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 39,814 2,730 0.08% 0.08% 146 0 0.0% Q2 2026 Aug 07, 2026
First National Advisers, LLC History No change 38,025 2,608 0.37% 0.37% 147 0 0.0% Q2 2026 Jul 21, 2026
Cresset Asset Management, LLC History No change 37,947 2,602 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 36,546 2,506 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 07, 2026
Resolute Capital Asset Partners LLC History No change 35,000 2,400 1.03% 1.03% 150 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Added to 39,467 2,397 0.05% 0.02% 151 +21,819 123.63% Q3 2026 Oct 22, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 34,039 2,334 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 11, 2026
Entropy Technologies, LP History No change 33,786 2,317 0.09% 0.09% 153 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 37,161 2,257 0.02% 0.03% 154 -623 -1.65% Q3 2026 Oct 23, 2026
XTX Topco Ltd History No change 32,311 2,216 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History Added to 36,407 2,211 0.0% 0.0% 156 +66 0.18% Q3 2026 Nov 05, 2026
BARCLAYS PLC History No change 32,008 2,195 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 31,496 2,160 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 31,315 2,148 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 12, 2026
Cerro Pacific Wealth Advisors LLC History No change 34,873 2,118 0.46% 0.54% 160 0 0.0% Q3 2026 Oct 22, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 34,812 2,114 0.25% 0.29% 161 -1,809 -4.94% Q3 2026 Oct 26, 2026
Ameritas Investment Partners, Inc. History No change 30,672 2,103 0.06% 0.06% 162 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 30,180 2,070 0.01% 0.01% 163 0 0.0% Q2 2026 Aug 17, 2026
Verition Fund Management LLC History No change 30,101 2,064 0.01% 0.01% 164 0 0.0% Q2 2026 Aug 14, 2026
EMG Holdings, L.P. History No change 30,000 2,057 1.64% 1.64% 165 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 29,864 2,048 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Reduced 32,711 1,986 0.01% 0.01% 167 -920 -2.74% Q3 2026 Nov 05, 2026
Vestmark Advisory Solutions, Inc. History No change 27,263 1,869 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 30,600 1,858 0.01% 0.0% 169 +24,100 370.77% Q3 2026 Oct 28, 2026
Handelsbanken Fonder AB History No change 26,960 1,849 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 10, 2026
Louisiana State Employees Retirement System History Added to 30,300 1,840 0.03% 0.03% 171 +500 1.68% Q3 2026 Oct 20, 2026
Cetera Investment Advisers History No change 26,668 1,829 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,904 1,776 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 25,498 1,748 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 28,197 1,712 0.02% 0.02% 177 -1,476 -4.97% Q3 2026 Oct 22, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 24,960 1,712 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 24,973 1,712 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 24,700 1,694 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 24,637 1,690 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Elo Mutual Pension Insurance Co History No change 24,611 1,688 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Added to 27,274 1,656 0.01% 0.01% 181 +457 1.7% Q3 2026 Nov 03, 2026
RBF Capital, LLC History No change 24,000 1,646 0.07% 0.07% 182 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 22,921 1,572 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 22,743 1,560 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
Employees Retirement System of Texas History No change 22,568 1,548 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
KLP KAPITALFORVALTNING AS History No change 22,400 1,536 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 22,094 1,515 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 24,371 1,480 0.01% 0.01% 188 -24 -0.1% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 23,964 1,455 0.01% 0.01% 189 +100 0.42% Q3 2026 Oct 27, 2026
HEARTLAND ADVISORS INC History No change 21,143 1,450 0.06% 0.06% 190 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 20,308 1,393 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 05, 2026
CAMBIAR INVESTORS LLC History Reduced 22,778 1,383 0.06% 0.08% 192 -3,200 -12.32% Q3 2026 Nov 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 19,977 1,370 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 19,775 1,356 0.0% 0.0% 194 0 0.0% Q2 2026 Oct 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 22,108 1,342 0.0% 0.0% 195 +1,053 5.0% Q3 2026 Nov 04, 2026
Tidal Investments LLC History No change 19,075 1,308 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
New Age Alpha Advisors, LLC History No change 18,809 1,290 0.05% 0.05% 197 0 0.0% Q2 2026 Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 21,200 1,288 0.03% 0.04% 198 0 0.0% Q3 2026 Nov 05, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 21,127 1,283 0.01% 0.02% 199 +100 0.48% Q3 2026 Oct 29, 2026
ARGA Investment Management, LP History No change 21,116 1,282 0.03% 0.04% 200 0 0.0% Q3 2026 Oct 30, 2026
BANK OF MONTREAL /CAN/ History No change 18,510 1,269 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 18,366 1,259 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 17,455 1,197 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 16,996 1,165 0.11% 0.11% 204 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History Added to 18,877 1,146 0.0% 0.0% 205 +128 0.68% Q3 2026 Nov 02, 2026
Obermeyer Wealth Partners History New 18,827 1,143 0.05% — 206 +18,827 New Q3 2026 Oct 21, 2026
Pacer Advisors, Inc. History No change 16,124 1,106 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History No change 16,121 1,105 0.27% 0.27% 208 0 0.0% Q2 2026 Aug 10, 2026
ALLSTATE CORP History No change 15,914 1,091 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 13, 2026
DELPHI MANAGEMENT INC /MA/ History Reduced 17,862 1,085 1.14% 1.22% 210 -340 -1.87% Q3 2026 Nov 05, 2026
Graham Capital Management, L.P. History No change 15,637 1,072 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 17,619 1,070 0.0% 0.0% 212 +455 2.65% Q3 2026 Nov 02, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 17,166 1,042 0.01% 0.01% 213 +346 2.06% Q3 2026 Oct 27, 2026
Cerity Partners LLC History No change 15,199 1,042 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 17,147 1,041 0.01% 0.01% 215 +3,360 24.37% Q3 2026 Oct 30, 2026
Bridgefront Capital, LLC History No change 14,305 981 0.26% 0.26% 216 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 14,179 972 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 13,690 938 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 27, 2026
Impact Partnership Wealth, LLC History No change 13,297 912 0.09% 0.09% 219 0 0.0% Q2 2026 Jul 29, 2026
Brevan Howard Capital Management LP History No change 13,165 902 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 13,034 894 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,942 887 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 14,274 867 0.02% 0.02% 223 -521 -3.52% Q3 2026 Oct 20, 2026
Amundi History No change 12,177 835 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 11, 2026
Pathstone Holdings, LLC History No change 12,121 831 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 13, 2026
denkapparat Operations GmbH History No change 12,092 829 0.27% 0.27% 226 0 0.0% Q2 2026 Aug 06, 2026
Garner Asset Management Corp History Reduced 12,913 826 0.27% 0.32% 227 -1,505 -10.44% Q3 2026 Oct 29, 2026
Illinois Municipal Retirement Fund History New 13,259 805 0.01% — 229 +13,259 New Q3 2026 Nov 05, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 11,742 805 0.01% 0.01% 228 0 0.0% Q2 2026 Sep 23, 2026
&PARTNERS History No change 11,167 765 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 12,292 746 0.0% 0.0% 231 -47 -0.38% Q3 2026 Oct 30, 2026
MML INVESTORS SERVICES, LLC History No change 10,805 741 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 10,800 740 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 14, 2026
EQUITABLE TRUST CO History Added to 11,935 724 0.03% 0.03% 234 +845 7.62% Q3 2026 Oct 13, 2026
SG Americas Securities, LLC History No change 10,551 724 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History Reduced 11,900 722 0.01% 0.01% 236 -6,193 -34.23% Q3 2026 Nov 05, 2026
XPONANCE LLC History Reduced 11,560 702 0.0% 0.01% 237 -403 -3.37% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,029 688 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 9,990 685 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 05, 2026
Kera Capital Partners, Inc. History No change 9,928 680 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 11,100 674 0.01% — 241 +11,100 New Q3 2026 Oct 30, 2026
GSA CAPITAL PARTNERS LLP History No change 9,733 668 0.04% 0.04% 242 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 9,609 661 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 9,426 646 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History Added to 10,564 641 0.05% 0.06% 245 +296 2.88% Q3 2026 Oct 19, 2026
Leisure Capital Management History No change 10,351 628 0.2% 0.22% 246 0 0.0% Q3 2026 Nov 03, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 10,253 622 0.02% 0.02% 247 -174 -1.67% Q3 2026 Nov 05, 2026
FIRST CITIZENS BANK & TRUST CO History New 9,941 603 0.01% — 248 +9,941 New Q3 2026 Oct 13, 2026
Bridgewater Associates, LP History No change 8,747 599 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 9,751 592 0.0% 0.0% 250 +39 0.4% Q3 2026 Nov 03, 2026
State of Alaska, Department of Revenue History Reduced 9,675 587 0.01% 0.01% 251 -310 -3.1% Q3 2026 Oct 15, 2026
iA Global Asset Management Inc. History Added to 9,124 554 0.01% 0.0% 252 +5,365 142.72% Q3 2026 Oct 29, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 9,022 553 0.0% 0.0% 253 -1,765 -16.36% Q3 2026 Oct 20, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 7,511 548 0.02% 0.02% 254 0 0.0% Q2 2026 Jul 23, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 8,980 545 0.01% 0.01% 255 +2,254 33.51% Q3 2026 Oct 27, 2026
FEDERATED HERMES, INC. History No change 7,873 540 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 7,749 531 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History No change 7,754 531 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Blackstone Inc. History No change 7,720 529 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History Added to 8,117 525 0.01% 0.01% 260 +1,001 14.07% Q3 2026 Oct 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 7,521 515 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History No change 7,506 514 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 8,220 505 0.07% 0.07% 263 0 0.0% Q2 2026 Aug 11, 2026
Tulsa Wealth Advisors, INC History No change 7,350 504 0.07% 0.07% 264 0 0.0% Q2 2026 Aug 06, 2026
Selective Wealth Management, Inc. History Added to 7,884 500 0.12% 0.15% 265 +76 0.97% Q3 2026 Oct 16, 2026
Eddie Patel Inc History Added to 8,108 492 0.31% 0.25% 266 +2,005 32.85% Q3 2026 Nov 02, 2026
Ethic Inc. History Reduced 8,086 491 0.01% 0.01% 267 -1,087 -11.85% Q3 2026 Nov 03, 2026
Vanguard Personalized Indexing Management, LLC History No change 7,049 483 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 11, 2026
OPTIMIZE FINANCIAL INC. History No change 7,023 481 0.17% 0.17% 269 0 0.0% Q2 2026 Aug 27, 2026
Sound Capital Solutions LLC History No change 7,023 481 0.11% 0.11% 270 0 0.0% Q2 2026 Aug 13, 2026
Inscription Capital, LLC History Reduced 7,835 475 0.05% 0.05% 271 -748 -8.71% Q3 2026 Nov 02, 2026
Kingsview Wealth Management, LLC History No change 6,654 456 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 18, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 7,408 454 0.03% 0.03% 273 0 0.0% Q3 2026 Nov 05, 2026
Tower Research Capital LLC (TRC) History No change 6,607 453 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 11, 2026
Mayflower Financial Advisors, LLC History No change 6,603 452 0.04% 0.04% 275 0 0.0% Q2 2026 Jul 09, 2026
Rockefeller Capital Management L.P. History No change 6,485 444 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 6,446 442 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 14, 2026
Hudson Portfolio Management LLC History No change 6,350 435 0.33% 0.33% 278 0 0.0% Q2 2026 Aug 12, 2026
Blossom Wealth Management History Reduced 7,115 432 0.58% 0.69% 279 -45 -0.63% Q3 2026 Nov 03, 2026
CERTUITY, LLC History Added to 7,099 431 0.02% 0.02% 280 +614 9.47% Q3 2026 Nov 02, 2026
Ashton Thomas Private Wealth, LLC History Added to 6,966 423 0.01% 0.01% 282 +472 7.27% Q3 2026 Nov 02, 2026
Atria Investments, Inc History Reduced 6,977 423 0.0% 0.0% 281 -38 -0.54% Q3 2026 Oct 15, 2026
NorthCrest Asset Manangement, LLC History New 6,698 420 0.01% — 283 +6,698 New Q3 2026 Oct 09, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 5,886 403 0.07% 0.07% 284 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 6,533 396 0.0% 0.0% 285 -8,344 -56.09% Q3 2026 Oct 28, 2026
AlphaCore Capital LLC History New 6,481 394 0.01% — 286 +6,481 New Q3 2026 Nov 04, 2026
Crossmark Global Holdings, Inc. History Reduced 6,206 376 0.0% 0.01% 288 -59 -0.94% Q3 2026 Oct 21, 2026
DnB Asset Management AS History No change 5,485 376 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 11, 2026
Hamilton Capital Partners Inc. History No change 5,421 371 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 5,383 369 0.09% 0.09% 290 0 0.0% Q2 2026 Aug 13, 2026
AlphaGrep UK Ltd History No change 5,371 368 0.11% 0.11% 291 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 5,362 367 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History Added to 6,035 366 0.01% 0.01% 293 +12 0.2% Q3 2026 Nov 03, 2026
ExodusPoint Capital Management, LP History No change 5,336 365 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 5,888 361 0.0% 0.0% 296 +669 12.82% Q3 2026 Oct 28, 2026
PANAGORA ASSET MANAGEMENT INC History No change 5,275 361 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 5,216 357 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 10, 2026
Utah Retirement Systems History No change 5,200 356 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History Reduced 5,828 353 0.01% 0.01% 299 -473 -7.51% Q3 2026 Nov 03, 2026
Maryland State Retirement & Pension System History Added to 5,738 348 0.01% 0.01% 300 +888 18.31% Q3 2026 Nov 05, 2026
Aviso Financial Inc. History No change 5,076 348 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 5,067 347 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 14, 2026
OXFORD ASSET MANAGEMENT LLP History No change 4,976 341 0.17% 0.17% 303 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 5,601 340 0.03% 0.03% 304 +307 5.8% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 5,052 338 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 4,899 336 0.01% 0.01% 306 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History Added to 5,449 330 0.0% 0.0% 307 +1,309 31.62% Q3 2026 Oct 16, 2026
Goldstone Financial Group, LLC History No change 4,313 295 0.03% 0.03% 308 0 0.0% Q2 2026 Aug 11, 2026
GUGGENHEIM CAPITAL LLC History No change 4,283 293 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 12, 2026
Pettee Investors, Inc. History No change 4,275 293 0.14% 0.14% 310 0 0.0% Q2 2026 Aug 06, 2026
Aaron Wealth Advisors LLC History Reduced 4,799 291 0.01% 0.02% 311 -63 -1.3% Q3 2026 Oct 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,239 290 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 10, 2026
Compound Planning, Inc. History Added to 4,734 287 0.01% 0.01% 313 +1,035 27.98% Q3 2026 Nov 05, 2026
Kestra Advisory Services, LLC History Added to 4,663 283 0.0% 0.0% 314 +102 2.24% Q3 2026 Nov 02, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 4,508 273 0.03% 0.03% 315 -68 -1.49% Q3 2026 Oct 27, 2026
WIMMER ASSOCIATES 1, LLC History No change 3,960 271 0.12% 0.12% 316 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 4,292 260 0.0% 0.0% 317 +367 9.35% Q3 2026 Oct 08, 2026
Optas, LLC History No change 3,754 257 0.04% 0.04% 318 0 0.0% Q2 2026 Jul 21, 2026
Procyon Advisors, LLC History No change 4,243 257 0.01% 0.01% 319 0 0.0% Q3 2026 Oct 21, 2026
Diversify Advisory Services, LLC History Reduced 4,038 256 0.0% 0.01% 321 -124 -2.98% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 4,038 256 0.0% 0.01% 322 -124 -2.98% Q3 2026 Oct 20, 2026
Fifth Third Wealth Advisors LLC History Added to 4,229 256 0.01% 0.01% 320 +34 0.81% Q3 2026 Oct 22, 2026
Lido Advisors, LLC History Added to 4,171 253 0.0% 0.0% 323 +229 5.81% Q3 2026 Nov 04, 2026
Vise Technologies, Inc. History New 4,081 247 0.0% — 325 +4,081 New Q3 2026 Oct 28, 2026
Venturi Wealth Management, LLC History No change 3,604 247 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 20, 2026
Crestwood Advisors Group, LLC History Added to 4,047 245 0.0% 0.0% 326 +666 19.7% Q3 2026 Oct 27, 2026
BESSEMER GROUP INC History No change 3,537 243 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 12, 2026
Nykredit A/S History No change 3,525 241 0.0% 0.0% 328 0 0.0% Q2 2026 Sep 08, 2026
New England Research & Management, Inc. History No change 3,950 239 0.09% 0.11% 329 0 0.0% Q3 2026 Oct 16, 2026
Stratos Wealth Partners, LTD. History No change 3,475 238 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 11, 2026
nVerses Capital, LLC History No change 3,421 234 0.36% 0.36% 331 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 3,399 233 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 10, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,345 229 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
Penserra Capital Management LLC History No change 3,282 225 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Pavaki Capital Management LLC History No change 3,700 224 0.08% 0.09% 335 0 0.0% Q3 2026 Oct 26, 2026
Sentry LLC History No change 3,680 223 0.08% 0.07% 336 0 0.0% Q3 2026 Oct 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,223 221 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 13, 2026
Horizon Investments, LLC History No change 3,233 221 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 3,625 219 0.0% 0.0% 339 +148 4.26% Q3 2026 Oct 23, 2026
RITHOLTZ WEALTH MANAGEMENT History New 3,527 214 0.0% — 341 +3,527 New Q3 2026 Nov 05, 2026
SageView Advisory Group, LLC History No change 3,128 214 0.01% 0.01% 340 0 0.0% Q2 2026 Aug 10, 2026
HighPoint Advisor Group LLC History No change 3,036 208 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History Added to 3,360 206 0.0% 0.0% 343 +108 3.32% Q3 2026 Nov 04, 2026
Certified Advisory Corp History No change 3,376 205 0.02% 0.02% 344 0 0.0% Q3 2026 Oct 29, 2026
iSAM Funds (UK) Ltd History No change 3,000 205 0.14% 0.14% 345 0 0.0% Q2 2026 Aug 12, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 3,315 201 0.04% 0.05% 346 -33 -0.99% Q3 2026 Oct 13, 2026
Aberdeen Wealth Management LLC History No change 2,668 182 0.09% 0.09% 347 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 2,927 178 0.0% 0.0% 348 0 0.0% Q3 2026 Oct 22, 2026
State of Wyoming History Reduced 2,910 176 0.01% 0.02% 349 -175 -5.67% Q3 2026 Oct 28, 2026
Larson Financial Group LLC History Added to 2,791 169 0.0% 0.0% 350 +1,278 84.47% Q3 2026 Nov 05, 2026
MeadowBrook Investment Advisors LLC History No change 2,540 165 0.13% 0.14% 351 0 0.0% Q3 2026 Oct 29, 2026
Fulcrum Asset Management LLP History New 2,279 145 0.01% — 352 +2,279 New Q3 2026 Nov 04, 2026
Neo Ivy Capital Management History No change 1,867 128 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 2,032 123 0.0% 0.0% 354 +336 19.81% Q3 2026 Oct 08, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,000 121 0.01% 0.01% 355 0 0.0% Q3 2026 Oct 07, 2026
Parkside Financial Bank & Trust History Reduced 1,986 120 0.01% 0.01% 356 -68 -3.31% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History No change 1,976 120 0.01% 0.02% 357 0 0.0% Q3 2026 Oct 20, 2026
OSAIC HOLDINGS, INC. History No change 1,720 118 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 1,717 105 0.0% 0.0% 359 +669 63.84% Q3 2026 Nov 04, 2026
UMB Bank, n.a. History No change 1,444 99 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 1,519 92 0.0% 0.0% 361 +2 0.13% Q3 2026 Nov 03, 2026
Covestor Ltd History Reduced 1,286 78 0.05% 0.06% 362 -129 -9.12% Q3 2026 Oct 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,100 75 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,000 68 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History Reduced 1,096 66 0.0% 0.0% 365 -105 -8.74% Q3 2026 Oct 15, 2026
Colonial Trust Advisors History No change 936 64 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 11, 2026
Tripletail Wealth Management, LLC History No change 815 56 0.06% 0.06% 367 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 804 55 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 06, 2026
Legacies Wealth LLC History No change 894 54 0.03% 0.03% 369 0 0.0% Q3 2026 Nov 02, 2026
EverSource Wealth Advisors, LLC History Added to 766 46 0.0% 0.0% 370 +26 3.51% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 669 45 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 638 43 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 590 40 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 11, 2026
Transce3nd, LLC History New 593 39 0.04% — 374 +593 New Q3 2026 Oct 26, 2026
Wealth Enhancement Trust Services, Inc. History Added to 600 36 0.0% 0.0% 376 +350 140.0% Q3 2026 Oct 07, 2026
Richardson Capital Management LLC History No change 600 36 0.01% 0.02% 375 0 0.0% Q3 2026 Oct 23, 2026
Deseret Mutual Benefit Administrators History Reduced 551 33 0.01% 0.01% 377 -86 -13.5% Q3 2026 Nov 04, 2026
Root Financial Partners, LLC History New 531 32 0.0% — 378 +531 New Q3 2026 Oct 21, 2026
Elyxium Wealth, LLC History New 518 31 0.0% — 380 +518 New Q3 2026 Oct 27, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 512 31 0.0% 0.0% 379 0 0.0% Q3 2026 Oct 22, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 494 30 0.0% 0.0% 381 0 0.0% Q3 2026 Oct 09, 2026
SHP Wealth Management History No change 426 29 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 449 27 0.01% 0.01% 383 0 0.0% Q3 2026 Oct 14, 2026
KFG LLC History New 429 26 0.02% — 385 +429 New Q3 2026 Nov 02, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 437 26 0.01% 0.01% 384 +181 70.7% Q3 2026 Oct 07, 2026
NewEdge Advisors, LLC History No change 379 25 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History Added to 409 24 0.0% 0.0% 387 +151 58.53% Q3 2026 Oct 14, 2026
Smartleaf Asset Management LLC History No change 360 24 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 12, 2026
Quantbot Technologies LP History No change 342 23 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 12, 2026
FIRST HORIZON CORP History Reduced 366 22 0.0% 0.0% 390 -103 -21.96% Q3 2026 Oct 26, 2026
DUNCKER STREETT & CO INC History Reduced 376 22 0.0% 0.0% 391 -61 -13.96% Q3 2026 Oct 27, 2026
Bullock Wealth Management Group History No change 372 22 0.01% 0.01% 392 0 0.0% Q3 2026 Oct 09, 2026
Eurizon Capital SGR S.p.A. History No change 294 20 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History No change 267 18 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History Added to 286 17 0.0% 0.0% 395 +19 7.12% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History Added to 250 15 0.0% 0.0% 396 +19 8.23% Q3 2026 Oct 26, 2026
IFP Advisors, Inc History Reduced 232 14 0.0% 0.0% 397 -73 -23.93% Q3 2026 Oct 16, 2026
Rossby Financial, LCC History Added to 233 14 0.0% 0.0% 398 +10 4.48% Q3 2026 Nov 05, 2026
ATLAS CAPITAL ADVISORS INC. History No change 196 13 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 190 13 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History Reduced 196 12 0.0% 0.01% 404 -13 -6.22% Q3 2026 Nov 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 179 12 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Trust, LLC History No change 181 12 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 06, 2026
WOLFF WIESE MAGANA LLC History No change 210 12 0.01% 0.01% 403 0 0.0% Q3 2026 Oct 15, 2026
Rialto Wealth Management, LLC History No change 182 12 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 161 11 0.01% 0.01% 406 0 0.0% Q2 2026 Sep 18, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 176 10 0.0% — 410 +176 New Q3 2026 Oct 16, 2026
ASSETMARK, INC History Added to 169 10 0.0% 0.0% 407 +50 42.02% Q3 2026 Oct 21, 2026
CX Institutional History No change 165 10 0.0% 0.0% 408 0 0.0% Q3 2026 Oct 02, 2026
WealthCollab, LLC History No change 154 10 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History Reduced 154 9 0.0% 0.0% 412 -2 -1.28% Q3 2026 Nov 03, 2026
Smithfield Trust Co History No change 125 9 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 05, 2026
Cedar Mountain Advisors, LLC History No change 151 9 0.0% 0.0% 413 0 0.0% Q3 2026 Oct 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 132 8 0.0% 0.0% 415 -16 -10.81% Q3 2026 Oct 05, 2026
Clearstead Advisors, LLC History No change 127 8 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 140 8 0.0% 0.0% 416 0 0.0% Q3 2026 Oct 27, 2026
Harbor Asset Planning, Inc. History No change 137 8 0.01% 0.01% 417 0 0.0% Q3 2026 Oct 23, 2026
GK Wealth Management LLC History New 125 7 0.0% — 422 +125 New Q3 2026 Oct 09, 2026
Tributary Capital Management, LLC History New 124 7 0.0% — 420 +124 New Q3 2026 Oct 28, 2026
Rydar Equities, Inc. History New 115 7 0.0% — 421 +115 New Q3 2026 Oct 13, 2026
Bogart Wealth, LLC History No change 107 7 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Management Group, LLC History No change 123 7 0.0% 0.0% 419 0 0.0% Q3 2026 Oct 19, 2026
Latitude Advisors, LLC History New 108 6 0.0% — 427 +108 New Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History Added to 112 6 0.0% 0.0% 426 +6 5.66% Q3 2026 Oct 14, 2026
Manchester Capital Management LLC History Added to 114 6 0.0% 0.0% 424 +2 1.79% Q3 2026 Oct 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 95 6 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History No change 100 6 0.0% 0.0% 425 0 0.0% Q2 2026 Jul 28, 2026
GoalVest Advisory LLC History New 90 5 0.0% — 432 +90 New Q3 2026 Oct 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 88 5 0.0% 0.0% 428 -2 -2.22% Q3 2026 Oct 22, 2026
Quent Capital, LLC History No change 74 5 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 07, 2026
Dogwood Wealth Management LLC History No change 85 5 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 76 5 0.0% 0.0% 431 0 0.0% Q2 2026 Aug 13, 2026
Triumph Capital Management History New 75 4 0.0% — 437 +75 New Q3 2026 Oct 14, 2026
BOKF, NA History New 74 4 0.0% — 436 +74 New Q3 2026 Oct 27, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 68 4 0.0% 0.0% 435 -24 -26.09% Q3 2026 Oct 19, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 65 4 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 31, 2026
Asset Dedication, LLC History No change 80 4 0.0% 0.0% 434 0 0.0% Q3 2026 Nov 02, 2026
SIMPLEX TRADING, LLC History New 59 3 0.0% — 444 +59 New Q3 2026 Nov 04, 2026
Capital Advisors, Ltd. LLC History Added to 55 3 0.0% 0.0% 439 +36 189.47% Q3 2026 Oct 27, 2026
Creative Capital Management Investments LLC History Added to 65 3 0.0% 0.0% 442 +24 58.54% Q3 2026 Oct 27, 2026
SIGNATUREFD, LLC History No change 52 3 0.0% 0.0% 438 0 0.0% Q3 2026 Oct 23, 2026
CoreCap Advisors, LLC History No change 62 3 0.0% 0.0% 440 0 0.0% Q3 2026 Oct 08, 2026
Colonial Trust Co / SC History No change 46 3 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 51 3 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 15, 2026
SBI Securities Co., Ltd. History Added to 38 2 0.0% — 445 +35 1166.67% Q3 2026 Oct 21, 2026
Caitong International Asset Management Co., Ltd History New 34 2 0.0% — 450 +34 New Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History Added to 43 2 0.0% 0.0% 449 +3 7.5% Q3 2026 Nov 05, 2026
Blue Trust, Inc. History No change 45 2 0.0% 0.0% 446 0 0.0% Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History No change 48 2 0.0% 0.0% 447 0 0.0% Q3 2026 Oct 28, 2026
JPL Wealth Management, LLC History No change 43 2 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History New 20 1 0.0% — 464 +20 New Q3 2026 Nov 03, 2026
Bay Harbor Wealth Management, LLC History Added to 30 1 0.0% 0.0% 454 +5 20.0% Q3 2026 Nov 03, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 23 1 0.0% 0.0% 451 0 0.0% Q3 2026 Oct 16, 2026
HUNTINGTON NATIONAL BANK History No change 21 1 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 24 1 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 19 1 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 24 1 0.0% 0.0% 456 0 0.0% Q3 2026 Nov 03, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 15 1 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 04, 2026
High Note Wealth, LLC History No change 32 1 0.0% 0.0% 458 0 0.0% Q3 2026 Oct 27, 2026
Cromwell Holdings LLC History No change 22 1 0.0% 0.0% 459 0 0.0% Q3 2026 Oct 28, 2026
DiNuzzo Private Wealth, Inc. History No change 24 1 0.0% 0.0% 460 0 0.0% Q3 2026 Oct 15, 2026
Bruce G. Allen Investments, LLC History No change 25 1 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 23 1 0.0% 0.0% 462 0 0.0% Q3 2026 Nov 04, 2026
HFM Investment Advisors, LLC History No change 18 1 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 04, 2026
DEPRINCE RACE & ZOLLO INC History Closed out 0 0 — 0.34% — -297,938 -100.0% Q3 2026 Oct 13, 2026
Assenagon Asset Management S.A. History Closed out 0 0 — 0.02% — -243,675 -100.0% Q3 2026 Oct 15, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 — 0.33% — -13,150 -100.0% Q3 2026 Nov 04, 2026
Lynx Investment Advisory History Closed out 0 0 — 0.21% — -9,486 -100.0% Q3 2026 Oct 27, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.14% — -4,615 -100.0% Q3 2026 Oct 27, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.03% — -4,555 -100.0% Q3 2026 Oct 16, 2026
Paragon Capital Management Ltd History Closed out 0 0 — 0.04% — -3,250 -100.0% Q3 2026 Oct 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -3,165 -100.0% Q3 2026 Oct 23, 2026
CIBC Asset Management Inc History Closed out 0 0 — 0.0% — -3,148 -100.0% Q3 2026 Nov 05, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -3,025 -100.0% Q3 2026 Oct 20, 2026
Penbrook Management LLC History Closed out 0 0 — 0.13% — -3,000 -100.0% Q3 2026 Oct 16, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -465 -100.0% Q3 2026 Oct 15, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -156 -100.0% Q3 2026 Oct 28, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -64 -100.0% Q3 2026 Nov 04, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2026 Oct 16, 2026
CENTRAL TRUST Co History Closed out 0 0 — 0.0% — -46 -100.0% Q3 2026 Nov 05, 2026
Owl Creek Wealth Partners LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2026 Oct 20, 2026
Provenance Wealth Advisors, LLC History New 13 0 — — — +13 New Q3 2026 Oct 30, 2026
Navigoe, LLC History Closed out 0 0 — — — -9 -100.0% Q3 2026 Nov 03, 2026
TRUST CO OF VERMONT History New 7 0 — — — +7 New Q3 2026 Oct 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 6 0 — — — +6 New Q3 2026 Oct 15, 2026
MASECO LLP History New 3 0 — — — +3 New Q3 2026 Oct 27, 2026
DecisionPoint Financial, LLC History Added to 9 0 — — — +1 12.5% Q3 2026 Oct 27, 2026
Transamerica Financial Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL CONSULATE, INC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 13 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Nemes Rush Group LLC History No change 9 0 — — — 0 0.0% Q3 2026 Nov 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Caitlin John, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Quest 10 Wealth Builders, Inc. History No change 8 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Principia Wealth Advisory, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
WPG Advisers, LLC History No change 13 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
James T. Borello RIA History No change 3 0 — — — 0 0.0% Q3 2026 Oct 16, 2026