FIRST COMMONWEALTH FINANCIAL CORP /PA/ - FCF
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 | 14,860,944 | 302,122 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,550,479 | 132,516 | 0.02% | 0.02% | 2 | +118,257 | 1.84% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,287,703 | 127,829 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,259,965 | 106,935 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,379,119 | 89,027 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,090,710 | 83,164 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 3,369,834 | 68,508 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,626,809 | 53,414 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 2,045,817 | 41,591 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,698,223 | 34,524 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,478,338 | 30,054 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,332,181 | 27,083 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,262,007 | 25,656 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,231,892 | 25,044 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 1,156,111 | 23,503 | 3.29% | 3.29% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,140,201 | 23,066 | 0.8% | 0.8% | 16 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,083,533 | 22,028 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 885,472 | 18,001 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 866,373 | 17,613 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 865,620 | 17,598 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 813,330 | 16,534 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 778,462 | 15,826 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 721,370 | 14,593 | 0.01% | 0.0% | 23 | +231,791 | 47.34% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 714,621 | 14,528 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 670,216 | 13,625 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 637,752 | 12,965 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 613,323 | 12,468 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 613,142 | 12,465 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 583,998 | 11,872 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 562,619 | 11,505 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 515,078 | 10,471 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 434,355 | 8,830 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 426,432 | 8,669 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 348,023 | 7,075 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 290,703 | 5,909 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RHUMBLINE ADVISERS | History | No change | 285,644 | 5,807 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 258,595 | 5,257 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 241,676 | 4,913 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 230,434 | 4,684 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 208,544 | 4,239 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 204,900 | 4,165 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 195,629 | 3,976 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 181,589 | 3,691 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 180,309 | 3,665 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 179,542 | 3,644 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 176,562 | 3,589 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 173,000 | 3,517 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 172,803 | 3,513 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 163,164 | 3,317 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 159,107 | 3,234 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 153,316 | 3,117 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 139,894 | 2,839 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 134,939 | 2,743 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 121,924 | 2,478 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 117,315 | 2,385 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 117,022 | 2,367 | 0.17% | 0.21% | 56 | -19,884 | -14.52% | Q3 2026 | Oct 01, 2026 |
| Janney Montgomery Scott LLC | History | No change | 115,989 | 2,358 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 113,537 | 2,308 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 110,731 | 2,251 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 110,562 | 2,247 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 106,808 | 2,171 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 105,997 | 2,154 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 104,512 | 2,124 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 102,399 | 2,081 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 98,648 | 2,005 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 112,830 | 1,983 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 96,499 | 1,961 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 93,454 | 1,899 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 86,642 | 1,762 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 85,752 | 1,735 | 0.0% | 0.0% | 70 | -604 | -0.7% | Q3 2026 | Oct 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 82,444 | 1,667 | 0.01% | 0.01% | 71 | -46,030 | -35.83% | Q3 2026 | Nov 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 79,881 | 1,623 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 78,484 | 1,587 | 0.0% | 0.0% | 73 | -32,583 | -29.34% | Q3 2026 | Nov 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 74,441 | 1,513 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jain Global LLC | History | No change | 69,598 | 1,414 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 68,552 | 1,384 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 66,515 | 1,352 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 66,243 | 1,346 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 65,425 | 1,330 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 64,253 | 1,299 | 0.0% | 0.0% | 80 | +59 | 0.09% | Q3 2026 | Nov 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 63,873 | 1,299 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 63,551 | 1,291 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 63,369 | 1,288 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 63,101 | 1,282 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 60,679 | 1,233 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 59,969 | 1,219 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 57,452 | 1,167 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 55,677 | 1,131 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 55,246 | 1,123 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 54,239 | 1,102 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 51,804 | 1,047 | 0.01% | 0.01% | 91 | -1,074 | -2.03% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 51,320 | 1,043 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 51,184 | 1,040 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 47,420 | 964 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 46,469 | 944 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 42,900 | 867 | 0.01% | 0.01% | 96 | -1,500 | -3.38% | Q3 2026 | Oct 20, 2026 |
| Jupiter Topco LLC | History | No change | 42,460 | 863 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 41,083 | 835 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 40,614 | 825 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 39,994 | 813 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 38,584 | 780 | 0.02% | 0.02% | 101 | -12,229 | -24.07% | Q3 2026 | Oct 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,125 | 775 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 38,063 | 773 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 37,486 | 762 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,155 | 735 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 35,484 | 721 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 35,414 | 719 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 34,793 | 707 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | No change | 34,712 | 705 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 31,658 | 640 | 0.03% | 0.03% | 110 | -1,724 | -5.16% | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 30,370 | 617 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,658 | 614 | 0.0% | 0.0% | 112 | +9,015 | 41.65% | Q3 2026 | Oct 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,366 | 597 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 29,226 | 594 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 28,634 | 579 | 0.0% | 0.0% | 115 | +432 | 1.53% | Q3 2026 | Nov 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,184 | 572 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penn Capital Management Company, LLC | History | No change | 28,189 | 570 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 27,732 | 563 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,529 | 559 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 26,242 | 533 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 26,206 | 532 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 26,158 | 529 | 0.0% | 0.0% | 122 | -1,097 | -4.02% | Q3 2026 | Oct 23, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 26,122 | 528 | 0.11% | 0.11% | 124 | -45 | -0.17% | Q3 2026 | Oct 09, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 26,007 | 528 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,783 | 525 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Minerva Advisors LLC | History | No change | 25,560 | 519 | 0.33% | 0.33% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,345 | 512 | 0.01% | 0.01% | 127 | -1,919 | -7.04% | Q3 2026 | Oct 22, 2026 |
| Assenagon Asset Management S.A. | History | New | 24,436 | 494 | 0.0% | — | 128 | +24,436 | New | Q3 2026 | Oct 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,000 | 488 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 24,039 | 488 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Teza Capital Management LLC | History | New | 24,052 | 486 | 0.43% | — | 131 | +24,052 | New | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 23,718 | 479 | 0.0% | 0.0% | 132 | -302 | -1.26% | Q3 2026 | Nov 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 23,436 | 476 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 23,439 | 476 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,320 | 474 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,300 | 473 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,632 | 460 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 22,550 | 456 | 0.0% | 0.01% | 139 | -500 | -2.17% | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,455 | 456 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 22,629 | 452 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 20,801 | 420 | 0.0% | 0.01% | 141 | -16,762 | -44.62% | Q3 2026 | Oct 15, 2026 |
| Odyssean, LLC | History | No change | 20,195 | 410 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,478 | 395 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 19,078 | 385 | 0.18% | 0.18% | 144 | +125 | 0.66% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 18,840 | 381 | 0.0% | — | 145 | +18,840 | New | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,438 | 373 | 0.0% | 0.0% | 146 | +2,872 | 18.45% | Q3 2026 | Oct 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 18,302 | 372 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,106 | 368 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,064 | 367 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 17,099 | 347 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 17,068 | 346 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 16,944 | 342 | 0.0% | 0.0% | 152 | +111 | 0.66% | Q3 2026 | Oct 28, 2026 |
| Corient Private Wealth LP | History | No change | 16,855 | 342 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Somerset Trust Co | History | No change | 16,728 | 338 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 15,786 | 319 | 0.01% | 0.01% | 156 | -189 | -1.18% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,700 | 319 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 15,248 | 308 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,720 | 299 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 14,633 | 297 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,500 | 294 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 14,341 | 290 | 0.0% | 0.0% | 161 | -815 | -5.38% | Q3 2026 | Nov 02, 2026 |
| Entropy Technologies, LP | History | No change | 14,140 | 287 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 14,156 | 286 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Amundi | History | No change | 14,019 | 285 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,982 | 284 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,952 | 282 | 0.0% | 0.0% | 166 | -715 | -4.87% | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,825 | 279 | 0.0% | 0.0% | 167 | -1,628 | -10.54% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,707 | 278 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,650 | 277 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,657 | 276 | 0.0% | 0.0% | 170 | -677 | -4.72% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,633 | 275 | 0.0% | 0.0% | 171 | +2,363 | 20.97% | Q3 2026 | Oct 23, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 13,512 | 274 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 13,091 | 266 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,903 | 262 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 12,873 | 260 | 0.0% | — | 176 | +12,873 | New | Q3 2026 | Oct 16, 2026 |
| Merit Financial Group, LLC | History | No change | 12,792 | 260 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DRW Securities, LLC | History | No change | 12,616 | 256 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 12,527 | 253 | 0.01% | 0.01% | 178 | +27 | 0.22% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Added to | 12,267 | 248 | 0.0% | 0.0% | 179 | +1,170 | 10.54% | Q3 2026 | Oct 15, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 12,025 | 243 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | New | 12,002 | 242 | 0.0% | — | 181 | +12,002 | New | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,809 | 240 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,716 | 238 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,724 | 237 | 0.0% | 0.0% | 184 | -2,819 | -19.38% | Q3 2026 | Oct 20, 2026 |
| Wharton Business Group, LLC | History | No change | 11,685 | 237 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 11,657 | 236 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 11,487 | 232 | 0.0% | 0.0% | 187 | -115 | -0.99% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Added to | 11,376 | 230 | 0.0% | 0.0% | 188 | +749 | 7.05% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,222 | 208 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,345 | 189 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,041 | 163 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 7,701 | 155 | 0.01% | 0.01% | 192 | +141 | 1.87% | Q3 2026 | Oct 08, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 7,148 | 145 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 5,402 | 109 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,309 | 107 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Portfolio Management LLC | History | No change | 4,909 | 99 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 4,692 | 94 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 4,044 | 82 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4,100 | 82 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,916 | 80 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 3,772 | 76 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Smithfield Trust Co | History | No change | 3,000 | 60 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,700 | 54 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,534 | 51 | 0.0% | 0.0% | 204 | -39 | -1.52% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,149 | 43 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,997 | 40 | 0.0% | 0.0% | 206 | -78 | -3.76% | Q3 2026 | Oct 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,679 | 34 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,575 | 31 | 0.0% | 0.0% | 209 | +46 | 3.01% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,566 | 31 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,458 | 29 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,443 | 29 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 1,292 | 26 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | No change | 1,274 | 25 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,200 | 24 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,174 | 23 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 1,098 | 22 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 980 | 19 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 978 | 19 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 957 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 901 | 18 | 0.0% | — | 222 | +901 | New | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | New | 895 | 18 | 0.0% | — | 221 | +895 | New | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 895 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FNY Investment Advisers, LLC | History | New | 860 | 17 | 0.0% | — | 225 | +860 | New | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 868 | 17 | 0.0% | 0.0% | 224 | +366 | 72.91% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 877 | 17 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 760 | 15 | 0.0% | 0.0% | 227 | +503 | 195.72% | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 778 | 15 | 0.0% | 0.0% | 226 | +28 | 3.73% | Q3 2026 | Oct 23, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 699 | 14 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 725 | 14 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 595 | 12 | 0.0% | — | 232 | +595 | New | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 648 | 12 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 619 | 12 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 580 | 11 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 503 | 10 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 532 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CNB Bank | History | No change | 532 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 401 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | No change | 417 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 385 | 7 | 0.0% | — | 239 | +385 | New | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 309 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 283 | 5 | 0.0% | 0.0% | 242 | +20 | 7.6% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Reduced | 266 | 5 | 0.0% | 0.0% | 241 | -9 | -3.27% | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 250 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 222 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COUNTRY TRUST BANK | History | No change | 180 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Clark Wealth Partners | History | New | 125 | 2 | 0.0% | — | 251 | +125 | New | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 140 | 2 | 0.0% | 0.0% | 248 | +29 | 26.13% | Q3 2026 | Oct 21, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 107 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | No change | 118 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | New | 78 | 1 | 0.0% | — | 256 | +78 | New | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 92 | 1 | 0.0% | — | 254 | +63 | 217.24% | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 96 | 1 | 0.0% | 0.0% | 253 | +36 | 60.0% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 79 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 78 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -25,023 | -100.0% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,243 | -100.0% | Q3 2026 | Oct 27, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,943 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,056 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,596 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q3 2026 | Nov 03, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 29, 2026 |
| UMB Private Wealth Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 19, 2026 |
| Hughes Financial Services, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 20 | 0 | — | 0.0% | — | -9 | -31.03% | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 33 | 0 | — | — | — | +6 | 22.22% | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |