FIRST BUSINESS FINANCIAL SERVICES, INC. - FBIZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 928,380 | 58,645 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 474,150 | 32,612 | 0.01% | 0.01% | 2 | -24,280 | -4.87% | Q3 2026 | Nov 04, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 327,189 | 22,504 | 1.76% | 1.67% | 3 | -13,000 | -3.82% | Q3 2026 | Oct 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 343,482 | 21,697 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 272,788 | 17,232 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 243,005 | 15,350 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 214,987 | 13,583 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 187,371 | 11,836 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BANC FUNDS CO LLC | History | No change | 163,224 | 10,310 | 1.7% | 1.7% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | New | 145,084 | 9,978 | 0.91% | — | 10 | +145,084 | New | Q3 2026 | Oct 28, 2026 |
| Cutler Capital Management, LLC | History | No change | 154,346 | 9,750 | 2.53% | 2.53% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 141,025 | 8,909 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 139,808 | 8,831 | 1.6% | 1.6% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 128,927 | 8,144 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 125,563 | 7,931 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 120,865 | 7,635 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 101,542 | 6,414 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 98,812 | 6,258 | 0.68% | 0.68% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Poehling Capital Management, INC. | History | Added to | 86,368 | 5,940 | 1.22% | 0.32% | 19 | +62,520 | 262.16% | Q3 2026 | Oct 20, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 91,671 | 5,790 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 83,399 | 5,268 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 80,557 | 5,088 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 79,994 | 5,053 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 73,566 | 4,647 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 61,517 | 3,886 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 54,400 | 3,436 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 53,855 | 3,400 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 52,349 | 3,306 | 0.99% | 0.99% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 45,000 | 3,095 | 2.84% | 2.49% | 29 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 48,817 | 3,083 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 45,157 | 2,852 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 42,680 | 2,696 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,294 | 2,334 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 33,844 | 2,327 | 0.51% | 0.46% | 34 | -34 | -0.1% | Q3 2026 | Oct 20, 2026 |
| Daytona Street Capital LLC | History | No change | 29,623 | 2,094 | 1.49% | 1.37% | 35 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 32,634 | 2,061 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,243 | 1,974 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 30,700 | 1,939 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 27,693 | 1,904 | 0.0% | 0.0% | 39 | +4,278 | 18.27% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,254 | 1,853 | 0.0% | 0.0% | 40 | +10,429 | 65.9% | Q3 2026 | Oct 13, 2026 |
| Squarepoint Ops LLC | History | No change | 28,061 | 1,772 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 25,364 | 1,602 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 24,280 | 1,533 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 23,989 | 1,515 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,895 | 1,509 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,363 | 1,475 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 22,724 | 1,435 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 21,958 | 1,387 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Partners, LLC | History | New | 19,617 | 1,349 | 1.52% | — | 49 | +19,617 | New | Q3 2026 | Oct 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 21,240 | 1,341 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,897 | 1,320 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 19,167 | 1,211 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gator Capital Management, LLC | History | No change | 17,835 | 1,126 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 17,247 | 1,089 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 14,500 | 915 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,374 | 908 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,499 | 852 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 12,193 | 770 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 11,925 | 753 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 10,684 | 674 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,407 | 657 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 9,362 | 643 | 0.03% | — | 62 | +9,362 | New | Q3 2026 | Oct 22, 2026 |
| RHUMBLINE ADVISERS | History | No change | 10,170 | 642 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,160 | 641 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 9,962 | 629 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,698 | 612 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 9,265 | 585 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,035 | 571 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | New | 7,990 | 549 | 0.0% | — | 69 | +7,990 | New | Q3 2026 | Nov 02, 2026 |
| Man Group plc | History | No change | 8,607 | 543 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 7,800 | 536 | 0.09% | 0.08% | 72 | -200 | -2.5% | Q3 2026 | Nov 04, 2026 |
| Quadrature Capital Ltd | History | No change | 8,490 | 536 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 8,290 | 523 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 8,179 | 516 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 7,890 | 498 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 7,700 | 486 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 6,847 | 470 | 0.05% | 0.05% | 77 | +34 | 0.5% | Q3 2026 | Oct 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,437 | 469 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Engineers Gate Manager LP | History | No change | 7,088 | 447 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 7,004 | 442 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 6,340 | 436 | 0.05% | 0.04% | 82 | -3 | -0.05% | Q3 2026 | Oct 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,906 | 436 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,641 | 420 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6,020 | 414 | 0.05% | 0.04% | 84 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,400 | 404 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 5,287 | 333 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,811 | 330 | 0.02% | 0.02% | 87 | -13 | -0.27% | Q3 2026 | Oct 23, 2026 |
| Mariner, LLC | History | No change | 5,140 | 324 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 5,136 | 324 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 4,695 | 322 | 0.0% | 0.0% | 90 | +267 | 6.03% | Q3 2026 | Nov 04, 2026 |
| ERn Financial, LLC | History | No change | 4,615 | 317 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 4,425 | 304 | 0.01% | 0.0% | 92 | +9 | 0.2% | Q3 2026 | Oct 22, 2026 |
| KLCM Advisors, Inc. | History | No change | 4,500 | 284 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 4,100 | 258 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,034 | 254 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atlatl Advisers LLC | History | No change | 3,700 | 254 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,946 | 249 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 3,906 | 246 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,725 | 235 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,721 | 235 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,702 | 233 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 3,584 | 226 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 3,565 | 225 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,242 | 222 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 3,420 | 216 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 3,349 | 211 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,981 | 188 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,632 | 181 | 0.01% | 0.01% | 108 | +176 | 7.17% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,666 | 168 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,516 | 158 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 1,873 | 118 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,529 | 96 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,239 | 78 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,035 | 65 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 905 | 61 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 810 | 51 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 804 | 50 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 676 | 46 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 645 | 40 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 420 | 28 | 0.0% | 0.0% | 120 | +120 | 40.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 404 | 25 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 392 | 24 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 343 | 23 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 306 | 19 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 283 | 19 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Allworth Financial LP | History | No change | 262 | 16 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 204 | 14 | 0.0% | 0.0% | 127 | -15 | -6.85% | Q3 2026 | Oct 16, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 193 | 12 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Family Offices, LLP | History | New | 170 | 11 | 0.0% | — | 130 | +170 | New | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | New | 164 | 11 | 0.0% | — | 129 | +164 | New | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | Reduced | 140 | 9 | 0.0% | 0.0% | 131 | -15 | -9.68% | Q3 2026 | Oct 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 116 | 7 | 0.0% | — | 133 | +116 | New | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 111 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 78 | 5 | 0.0% | 0.0% | 135 | +34 | 77.27% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 137 | +14 | 43.75% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 36 | 2 | 0.0% | — | 141 | +27 | 300.0% | Q3 2026 | Oct 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | New | 28 | 1 | 0.0% | — | 147 | +28 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 19 | 1 | 0.0% | 0.0% | 146 | -17 | -47.22% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Added to | 16 | 1 | 0.0% | — | 143 | +8 | 100.0% | Q3 2026 | Oct 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 26 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Covestor Ltd | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |