FIRST COMMUNITY BANKSHARES INC /VA/ - FCBC
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 | 1,546,891 | 68,712 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 900,663 | 40,008 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 804,094 | 35,717 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 512,581 | 22,768 | 0.45% | 0.45% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 483,375 | 21,475 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 447,647 | 19,884 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 245,267 | 10,894 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 162,639 | 7,224 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 151,215 | 6,716 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 128,045 | 5,687 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 122,263 | 5,430 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 108,001 | 4,797 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 81,106 | 3,602 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 73,016 | 3,243 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 70,423 | 3,128 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 66,600 | 2,958 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 57,492 | 2,553 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 54,430 | 2,417 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 52,230 | 2,320 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 48,746 | 2,165 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 42,631 | 1,893 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 36,321 | 1,613 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 34,479 | 1,531 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 30,237 | 1,343 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 27,272 | 1,211 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 25,267 | 1,188 | 0.01% | 0.01% | 26 | +3 | 0.01% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 23,722 | 1,053 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 21,956 | 975 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,996 | 932 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 20,681 | 918 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,093 | 892 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Mariner, LLC | History | No change | 18,968 | 842 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,949 | 841 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 18,780 | 834 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,686 | 831 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,243 | 810 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 17,209 | 764 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 17,035 | 756 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,869 | 749 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,685 | 734 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,854 | 659 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 14,597 | 648 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 13,765 | 611 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,759 | 599 | 0.0% | 0.0% | 44 | +4,788 | 60.07% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 13,435 | 596 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,889 | 572 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| one8zero8, LLC | History | No change | 12,281 | 545 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 12,144 | 539 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,049 | 535 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,358 | 504 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,963 | 486 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 10,506 | 466 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 10,162 | 451 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,831 | 439 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,771 | 434 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,200 | 408 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,931 | 396 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,732 | 388 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,520 | 378 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 7,978 | 354 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,396 | 347 | 0.01% | — | 61 | +7,396 | New | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,805 | 346 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,681 | 341 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,627 | 338 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,954 | 331 | 0.0% | 0.0% | 65 | +2,398 | 52.63% | Q3 2026 | Oct 13, 2026 |
| VARCOV Co. | History | No change | 7,310 | 324 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 6,538 | 307 | 0.16% | — | 67 | +6,538 | New | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,727 | 298 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,667 | 296 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 6,662 | 296 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,637 | 294 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,042 | 268 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,969 | 265 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,601 | 248 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,188 | 230 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 4,783 | 224 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,037 | 223 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,987 | 221 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 4,719 | 221 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,799 | 213 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,810 | 213 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | No change | 4,737 | 210 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 4,380 | 205 | 0.04% | — | 83 | +4,380 | New | Q3 2026 | Oct 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 4,568 | 202 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,498 | 199 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,219 | 187 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,900 | 173 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,459 | 162 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Daytona Street Capital LLC | History | No change | 3,295 | 157 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,851 | 126 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,635 | 117 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,586 | 114 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,428 | 107 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,395 | 106 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,049 | 91 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,844 | 86 | 0.0% | 0.0% | 96 | +187 | 11.29% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,857 | 82 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,515 | 67 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,503 | 66 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,070 | 50 | 0.0% | 0.0% | 101 | +823 | 333.2% | Q3 2026 | Oct 08, 2026 |
| Concord Wealth Partners | History | No change | 1,141 | 50 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY HOLDING CO | History | No change | 1,042 | 46 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,000 | 44 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 807 | 36 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 786 | 34 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | No change | 729 | 34 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 561 | 24 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 482 | 21 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 474 | 21 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 363 | 17 | 0.0% | — | 111 | +363 | New | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 400 | 17 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 361 | 16 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Versant Capital Management, Inc | History | No change | 327 | 15 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | No change | 334 | 14 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 313 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 248 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 205 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 171 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 141 | 6 | 0.0% | — | 120 | +141 | New | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 139 | 6 | 0.0% | 0.0% | 119 | -1 | -0.71% | Q3 2026 | Oct 05, 2026 |
| US BANCORP \DE\ | History | No change | 123 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 122 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 130 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 77 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | No change | 66 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 31 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 43 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -18,176 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,371 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2026 | Oct 15, 2026 |
| GK Wealth Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avion Wealth | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| James T. Borello RIA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |