FIRST FINANCIAL BANCORP /OH/ - FFBC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
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 Added to 15,202,587 423,848 0.01% 0.01% 1 +582,772 3.99% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 10,929,185 273,448 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 6,617,522 184,493 0.04% 0.03% 3 +374,373 6.0% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 6,261,269 174,564 0.01% 4 +6,261,269 New Q1 2026 May 08, 2026
STATE STREET CORP History Added to 5,525,153 154,041 0.01% 0.0% 5 +673,726 13.89% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 5,480,061 152,785 0.26% 0.22% 6 -414,265 -7.03% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,484,394 125,024 0.0% 7 +4,484,394 New Q1 2026 May 15, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,751,469 76,710 0.42% 0.37% 8 0 0.0% Q1 2026 Apr 22, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,636,269 73,511 0.0% 0.0% 9 +261,904 11.03% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 2,042,913 56,956 0.04% 0.01% 10 +1,732,223 557.54% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 1,898,596 51,831 0.0% 0.0% 11 -150,165 -7.33% Q1 2026 May 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 1,818,199 50,691 0.17% 0.16% 12 -1,777 -0.1% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,513,407 42,193 0.03% 0.02% 13 +265,331 21.26% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,367,109 38,114 0.01% 0.01% 14 +57,904 4.42% Q1 2026 May 15, 2026
BAHL & GAYNOR INC History Added to 1,355,743 37,798 0.19% 0.11% 15 +517,664 61.77% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 1,327,669 37,015 0.0% 0.0% 16 +99,960 8.14% Q1 2026 May 14, 2026
MORGAN STANLEY History Added to 1,239,170 34,548 0.0% 0.0% 17 +134,380 12.16% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,236,781 34,481 0.0% 0.0% 18 +283,306 29.71% Q1 2026 May 15, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History New 1,221,590 34,057 0.34% 19 +1,221,590 New Q1 2026 Apr 16, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 1,212,168 33,795 0.01% 20 +1,212,168 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 1,183,775 33,003 0.01% 0.01% 21 +7,523 0.64% Q1 2026 May 05, 2026
BROWN ADVISORY INC History New 1,070,900 29,856 0.05% 22 +1,070,900 New Q1 2026 May 15, 2026
First Financial Bank - Trust Division History Reduced 821,372 22,899 1.84% 1.74% 23 -26,629 -3.14% Q1 2026 Apr 01, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 778,400 21,701 0.44% 0.4% 24 +18,450 2.43% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 724,694 20,204 0.0% 0.0% 25 -182,784 -20.14% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 713,501 19,892 0.01% 0.01% 26 +14,444 2.07% Q1 2026 May 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 697,510 19,446 0.02% 0.01% 27 -5,408 -0.77% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 678,644 18,920 0.01% 0.0% 28 +15,312 2.31% Q1 2026 Apr 30, 2026
VANGUARD FIDUCIARY TRUST CO History New 663,616 18,501 0.0% 29 +663,616 New Q1 2026 May 08, 2026
Invesco Ltd. History Added to 517,524 14,428 0.0% 0.0% 30 +54,725 11.82% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 502,872 14,020 0.01% 0.01% 31 +10,138 2.06% Q1 2026 May 04, 2026
LOOMIS SAYLES & CO L P History New 474,824 13,238 0.02% 32 +474,824 New Q1 2026 May 14, 2026
Empowered Funds, LLC History New 436,804 12,178 0.08% 33 +436,804 New Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 392,406 10,940 0.01% 0.0% 34 +16,122 4.28% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 370,123 10,319 0.03% 0.03% 35 +12,031 3.36% Q1 2026 May 13, 2026
Gator Capital Management, LLC History Added to 353,190 9,846 2.01% 1.5% 36 +57,100 19.28% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 337,573 9,411 0.0% 0.0% 37 +12,224 3.76% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 333,019 9,284 0.3% 0.22% 38 +24,654 8.0% Q1 2026 May 18, 2026
RHUMBLINE ADVISERS History Added to 295,723 8,244 0.01% 0.01% 39 +21,516 7.85% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Added to 292,787 8,162 0.01% 0.01% 40 +78,798 36.82% Q1 2026 May 15, 2026
DENALI ADVISORS LLC History Reduced 280,700 7,825 0.87% 0.86% 41 -29,500 -9.51% Q1 2026 May 08, 2026
LSV ASSET MANAGEMENT History No change 274,410 7,651 0.02% 0.01% 42 0 0.0% Q1 2026 May 11, 2026
RENAISSANCE TECHNOLOGIES LLC History New 272,318 7,592 0.01% 43 +272,318 New Q1 2026 May 14, 2026
UBS Group AG History Added to 272,275 7,591 0.0% 0.0% 44 +180,988 198.26% Q1 2026 May 05, 2026
FRANKLIN RESOURCES INC History Added to 259,994 7,248 0.0% 0.0% 45 +182,152 234.0% Q1 2026 May 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 257,498 7,081 0.01% 0.01% 46 -11,257 -4.19% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 253,757 7,074 0.01% 0.0% 47 +235,953 1325.28% Q1 2026 May 13, 2026
MALTESE CAPITAL MANAGEMENT LLC History Added to 245,000 6,830 1.34% 1.01% 48 +17,083 7.5% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 239,921 6,688 0.0% 0.0% 49 -3,071 -1.26% Q1 2026 May 08, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 229,452 6,397 0.03% 0.03% 50 -114,006 -33.19% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 226,464 6,313 0.0% 0.0% 51 -150,437 -39.91% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 226,447 6,313 0.0% 0.0% 52 -6,751 -2.89% Q1 2026 May 13, 2026
Swiss National Bank History No change 206,043 5,744 0.0% 0.0% 53 0 0.0% Q1 2026 May 07, 2026
THOMPSON SIEGEL & WALMSLEY LLC History New 203,232 5,666 0.1% 54 +203,232 New Q1 2026 May 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 197,416 5,503 0.01% 0.01% 55 -10,592 -5.09% Q1 2026 May 11, 2026
US BANCORP \DE\ History Added to 194,586 5,425 0.01% 0.01% 56 +5,449 2.88% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 191,773 5,346 0.0% 0.0% 57 +9,329 5.11% Q1 2026 May 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 187,444 5,225 0.04% 0.04% 58 -5,126 -2.66% Q1 2026 May 01, 2026
WELLS FARGO & COMPANY/MN History Reduced 185,156 5,162 0.0% 0.0% 59 -45,736 -19.81% Q1 2026 May 11, 2026
Brandywine Global Investment Management, LLC History No change 190,432 4,764 0.03% 0.03% 60 0 0.0% Q4 2025 Feb 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 163,961 4,571 0.01% 0.01% 61 -2,632 -1.58% Q1 2026 May 06, 2026
Palisades Investment Partners, LLC History Added to 161,365 4,499 1.76% 1.45% 62 +8,069 5.26% Q1 2026 Apr 30, 2026
SEI INVESTMENTS CO History Added to 145,204 4,048 0.0% 0.0% 63 +99,837 220.07% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 137,364 3,830 0.0% 0.0% 64 +42,368 44.6% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 132,648 3,698 0.01% 0.01% 65 -27,547 -17.2% Q1 2026 Apr 27, 2026
Creative Planning History Added to 128,960 3,595 0.0% 0.0% 66 +33,785 35.5% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 124,914 3,482 0.0% 0.0% 67 +34,441 38.07% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 124,077 3,459 0.13% 0.03% 68 +89,938 263.45% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 123,019 3,430 0.0% 0.0% 69 +17,530 16.62% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 127,584 3,192 0.0% 0.0% 70 +372 0.29% Q1 2026 May 15, 2026
EJF Capital LP History Added to 114,262 3,185 2.24% 1.19% 71 +30,745 36.81% Q1 2026 May 13, 2026
Elizabeth Park Capital Advisors, Ltd. History New 108,254 3,018 2.32% 72 +108,254 New Q1 2026 May 14, 2026
ROYCE & ASSOCIATES LP History Reduced 107,607 3,000 0.03% 0.03% 73 -1,140 -1.05% Q1 2026 May 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 106,835 2,978 0.0% 0.01% 74 -120,997 -53.11% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 104,718 2,919 0.04% 0.03% 75 +71 0.07% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 100,597 2,804 0.0% 0.0% 76 +14,277 16.54% Q1 2026 May 06, 2026
CANADA LIFE ASSURANCE Co History Added to 100,469 2,803 0.01% 0.0% 77 +2,264 2.31% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 97,694 2,723 0.0% 0.01% 78 -54,831 -35.95% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 95,922 2,674 0.0% 0.0% 79 -5,990 -5.88% Q1 2026 May 11, 2026
FEDERATED HERMES, INC. History Added to 94,648 2,638 0.0% 0.0% 80 +1,105 1.18% Q1 2026 May 11, 2026
GW&K Investment Management, LLC History Reduced 94,031 2,622 0.02% 0.02% 81 -4,026 -4.11% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 90,534 2,524 0.0% 0.0% 82 +34,297 60.99% Q1 2026 May 04, 2026
Rafferty Asset Management, LLC History Added to 89,282 2,489 0.01% 0.01% 83 +20,248 29.33% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 86,446 2,410 0.0% 84 +86,446 New Q1 2026 May 08, 2026
Western Standard LLC History Added to 84,857 2,365 1.24% 0.87% 85 +9,857 13.14% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 81,243 2,265 0.0% 0.0% 86 +39,822 96.14% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 80,826 2,253 0.0% 0.0% 87 +51,627 176.81% Q1 2026 May 01, 2026
State of New Jersey Common Pension Fund D History Reduced 80,225 2,236 0.01% 0.01% 88 -11,400 -12.44% Q1 2026 May 05, 2026
Shoker Investment Counsel, Inc. History Reduced 78,484 2,188 0.65% 0.59% 89 -1,687 -2.1% Q1 2026 May 11, 2026
Bayview Asset Management, LLC History Added to 76,611 2,135 0.82% 0.35% 90 +16,611 27.69% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 84,595 2,116 0.12% 0.12% 91 0 0.0% Q4 2025 Feb 09, 2026
Souders Financial Advisors History Reduced 75,123 2,094 0.24% 0.22% 92 -362 -0.48% Q1 2026 May 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 69,061 1,925 0.0% 0.01% 93 -43,769 -38.79% Q1 2026 May 01, 2026
HighTower Advisors, LLC History Added to 67,511 1,882 0.0% 0.0% 94 +7,653 12.79% Q1 2026 May 05, 2026
Mariner, LLC History Added to 66,302 1,848 0.0% 0.0% 95 +5,651 9.32% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 66,271 1,847 0.0% 0.0% 96 -106,607 -61.67% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 63,137 1,760 0.0% 97 +63,137 New Q1 2026 May 08, 2026
LPL Financial LLC History Added to 62,674 1,747 0.0% 0.0% 98 +1,598 2.62% Q1 2026 May 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 62,086 1,730 0.02% 0.02% 99 -27,519 -30.71% Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Added to 57,116 1,592 0.01% 0.01% 100 +3,145 5.83% Q1 2026 May 14, 2026
Focus Partners Wealth History New 57,183 1,589 0.0% 101 +57,183 New Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 55,061 1,534 0.02% 0.02% 102 -1,733 -3.05% Q1 2026 Apr 20, 2026
Cerity Partners LLC History Added to 55,000 1,533 0.0% 0.0% 103 +30,421 123.77% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Added to 54,896 1,530 0.02% 0.02% 104 +6,625 13.72% Q1 2026 May 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 52,663 1,468 0.01% 0.01% 105 +1,428 2.79% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 52,619 1,467 0.0% 0.0% 106 +4,315 8.93% Q1 2026 May 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 58,029 1,451 0.01% 0.01% 107 0 0.0% Q4 2025 Feb 04, 2026
Corient Private Wealth LLC History New 48,992 1,365 0.0% 108 +48,992 New Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 48,806 1,361 0.0% 0.0% 109 +392 0.81% Q1 2026 Apr 30, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 48,750 1,359 0.0% 0.0% 110 +4,474 10.1% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 46,429 1,294 0.01% 0.01% 111 +376 0.82% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 46,050 1,284 0.0% 0.0% 112 0 0.0% Q1 2026 May 18, 2026
Louisiana State Employees Retirement System History Added to 45,900 1,279 0.02% 0.02% 113 +800 1.77% Q1 2026 Apr 20, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 45,852 1,278 0.02% 0.02% 114 +338 0.74% Q1 2026 Apr 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 44,614 1,243 0.0% 0.0% 115 +16,799 60.4% Q1 2026 May 15, 2026
COMERICA BANK History No change 49,614 1,241 0.0% 0.0% 116 0 0.0% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Added to 41,667 1,161 0.01% 0.0% 117 +2,225 5.64% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 40,742 1,135 0.0% 0.0% 118 +7,011 20.79% Q1 2026 May 15, 2026
FMR LLC History Reduced 38,354 1,069 0.0% 0.0% 119 -162,827 -80.94% Q1 2026 May 15, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 35,466 988 0.05% 0.05% 120 -10,000 -21.99% Q1 2026 May 08, 2026
Horizon Investments, LLC History Added to 33,161 924 0.01% 0.01% 121 +9,947 42.85% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 31,151 868 0.0% 0.0% 122 -1,820 -5.52% Q1 2026 May 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 29,773 830 0.07% 0.0% 123 +29,209 5178.9% Q1 2026 Apr 28, 2026
AMALGAMATED BANK History Reduced 29,700 828 0.01% 0.01% 124 -152 -0.51% Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 29,300 816 0.0% 0.0% 125 -2,600 -8.15% Q1 2026 May 15, 2026
Arizona State Retirement System History Added to 28,706 800 0.0% 0.0% 126 +2,151 8.1% Q1 2026 May 01, 2026
Bedel Financial Consulting, Inc. History Added to 28,273 788 0.09% 0.07% 127 +861 3.14% Q1 2026 May 04, 2026
Numerai GP LLC History Reduced 28,158 785 0.08% 0.22% 128 -44,310 -61.14% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 27,739 773 0.0% 0.0% 129 +1,479 5.63% Q1 2026 May 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 27,702 772 0.01% 0.01% 130 +439 1.61% Q1 2026 Apr 24, 2026
Police & Firemen's Retirement System of New Jersey History Added to 27,616 769 0.01% 0.01% 131 +1,212 4.59% Q1 2026 Apr 29, 2026
Round Hill Asset Management History New 27,556 768 0.5% 132 +27,556 New Q1 2026 May 14, 2026
Amundi History Added to 27,466 765 0.0% 0.0% 133 +13,111 91.33% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History New 27,384 763 0.01% 134 +27,384 New Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 26,900 749 0.0% 0.0% 135 0 0.0% Q1 2026 May 08, 2026
BNP Paribas Asset Management Holding S.A. History Added to 25,579 713 0.0% 0.0% 137 +5,959 30.37% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 25,587 713 0.0% 0.0% 136 -28 -0.11% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 25,385 707 0.0% 138 +25,385 New Q1 2026 May 08, 2026
Pathstone Holdings, LLC History Added to 25,091 699 0.0% 0.0% 139 +2,246 9.83% Q1 2026 May 11, 2026
STRS OHIO History Reduced 24,600 685 0.0% 0.0% 140 -9,300 -27.43% Q1 2026 Apr 24, 2026
Verition Fund Management LLC History Reduced 24,453 681 0.0% 0.04% 141 -406,470 -94.33% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 23,991 669 0.01% 0.0% 142 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 23,649 659 0.01% 0.01% 143 0 0.0% Q1 2026 Apr 29, 2026
Hennion & Walsh Asset Management, Inc. History Added to 23,633 658 0.02% 0.02% 145 +2,695 12.87% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History No change 23,584 658 0.0% 0.0% 144 0 0.0% Q1 2026 Apr 28, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 23,048 642 0.0% 0.0% 146 -21,850 -48.67% Q1 2026 Apr 30, 2026
KLP KAPITALFORVALTNING AS History Reduced 23,013 641 0.0% 0.0% 147 -1,200 -4.96% Q1 2026 Apr 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 22,876 637 0.0% 0.0% 148 +1,026 4.7% Q1 2026 May 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 22,641 631 0.01% 0.01% 151 +3,366 17.46% Q1 2026 Apr 27, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 22,664 631 0.0% 0.0% 149 +1,007 4.65% Q1 2026 May 15, 2026
Inspire Investing, LLC History Reduced 22,650 631 0.05% 0.05% 150 -73 -0.32% Q1 2026 Apr 23, 2026
SG Americas Securities, LLC History Reduced 22,544 629 0.0% 0.0% 152 -49,700 -68.79% Q1 2026 Apr 16, 2026
CITADEL ADVISORS LLC History Reduced 21,954 612 0.0% 0.0% 153 -52,064 -70.34% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 21,684 604 0.0% 0.0% 154 0 0.0% Q1 2026 May 15, 2026
CSM Advisors, LLC History New 21,116 590 0.01% 155 +21,116 New Q1 2026 May 15, 2026
nVerses Capital, LLC History New 20,873 581 0.53% 156 +20,873 New Q1 2026 May 13, 2026
STOCK YARDS BANK & TRUST CO History Reduced 20,223 563 0.02% 0.02% 157 -4,000 -16.51% Q1 2026 Apr 24, 2026
Tidal Investments LLC History Reduced 19,214 535 0.0% 0.0% 158 -1,071 -5.28% Q1 2026 May 15, 2026
Richard Bernstein Advisors LLC History New 18,620 519 0.02% 159 +18,620 New Q1 2026 Apr 22, 2026
Saxony Capital Management, LLC History No change 18,433 513 0.3% 0.28% 160 0 0.0% Q1 2026 Apr 24, 2026
TRUIST FINANCIAL CORP History Added to 18,309 510 0.0% 0.0% 161 +4,099 28.85% Q1 2026 Apr 27, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 18,068 503 0.04% 0.05% 162 -8,508 -32.01% Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,586 490 0.0% 0.0% 163 +806 4.8% Q1 2026 May 15, 2026
Intrepid Financial Planning Group LLC History Reduced 17,000 473 0.19% 0.18% 164 -2,410 -12.42% Q1 2026 May 13, 2026
LCNB CORP History No change 16,846 469 0.16% 0.14% 165 0 0.0% Q1 2026 May 11, 2026
Legacy Wealth Asset Management, LLC History New 16,713 465 0.11% 166 +16,713 New Q1 2026 Apr 08, 2026
Russell Investments Group, Ltd. History Reduced 16,613 463 0.0% 0.0% 167 -6,152 -27.02% Q1 2026 May 08, 2026
ProShare Advisors LLC History Reduced 16,174 450 0.0% 0.0% 168 -2,405 -12.94% Q1 2026 Apr 24, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 15,546 433 0.0% 0.0% 169 +7,061 83.22% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 15,283 426 0.0% 0.0% 170 +1,546 11.25% Q1 2026 May 05, 2026
Maryland State Retirement & Pension System History No change 15,216 424 0.01% 0.01% 171 0 0.0% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 14,610 407 0.0% 0.0% 172 +1,252 9.37% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 14,325 399 0.0% 0.0% 173 0 0.0% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Reduced 14,308 398 0.0% 0.0% 174 -227 -1.56% Q1 2026 Apr 22, 2026
Kestra Advisory Services, LLC History Added to 13,736 382 0.0% 0.0% 175 +381 2.85% Q1 2026 Apr 30, 2026
Legacy Financial Advisors, Inc. History Added to 13,698 381 0.05% 0.05% 176 +541 4.11% Q1 2026 Apr 30, 2026
CenterBook Partners LP History Reduced 13,301 370 0.02% 0.1% 177 -71,520 -84.32% Q1 2026 May 05, 2026
DGS Capital Management, LLC History New 12,800 356 0.06% 178 +12,800 New Q1 2026 Apr 28, 2026
Traynor Capital Management, Inc. History New 12,800 349 0.02% 179 +12,800 New Q1 2026 May 14, 2026
Hunter Perkins Capital Management, LLC History Added to 11,954 333 0.08% 0.07% 180 +94 0.79% Q1 2026 May 12, 2026
Summit Financial, LLC History Added to 11,900 331 0.0% 0.0% 181 +770 6.92% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 11,841 330 0.0% 0.0% 182 +94 0.8% Q1 2026 May 07, 2026
TWO SIGMA SECURITIES, LLC History New 11,792 328 0.04% 183 +11,792 New Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 11,691 325 0.0% 0.0% 184 -4,641 -28.42% Q1 2026 May 08, 2026
Beacon Capital Management, LLC History No change 11,394 317 0.06% 0.04% 185 0 0.0% Q1 2026 May 11, 2026
Abel Hall, LLC History New 11,258 313 0.07% 187 +11,258 New Q1 2026 Apr 28, 2026
Private Advisor Group, LLC History Reduced 11,234 313 0.0% 0.0% 186 -83 -0.73% Q1 2026 Apr 24, 2026
Wealthspire Advisors, LLC History New 11,131 310 0.0% 188 +11,131 New Q1 2026 May 01, 2026
Neuberger Berman Group LLC History New 11,028 307 0.0% 190 +11,028 New Q1 2026 May 14, 2026
Frazier Financial Advisors, LLC History Reduced 11,015 307 0.17% 0.28% 189 -7,612 -40.87% Q1 2026 May 05, 2026
CWM, LLC History Added to 10,658 297 0.0% 0.0% 191 +1,970 22.67% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History No change 10,588 295 0.0% 0.0% 192 0 0.0% Q1 2026 May 15, 2026
EP Wealth Advisors, LLC History Added to 10,329 287 0.0% 0.0% 193 +908 9.64% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,264 286 0.0% 0.0% 194 -238 -2.27% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 10,114 281 0.0% 195 +10,114 New Q1 2026 May 15, 2026
GTS SECURITIES LLC History New 10,095 281 0.01% 196 +10,095 New Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History New 10,084 281 0.0% 197 +10,084 New Q1 2026 May 15, 2026
XPONANCE LLC History New 9,791 272 0.0% 198 +9,791 New Q1 2026 May 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,752 271 0.0% 0.0% 199 +1,740 21.72% Q1 2026 May 13, 2026
OneAscent Financial Services LLC History New 9,704 270 0.01% 200 +9,704 New Q1 2026 Apr 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 9,502 266 0.0% 0.0% 201 -4,728 -33.23% Q1 2026 Apr 08, 2026
Integrated Advisors Network LLC History New 9,521 265 0.01% 203 +9,521 New Q1 2026 Apr 28, 2026
CIBC Asset Management Inc History Added to 9,511 265 0.0% 0.0% 202 +55 0.58% Q1 2026 May 12, 2026
Sidoxia Capital Management, LLC History New 9,500 264 0.23% 204 +9,500 New Q1 2026 May 11, 2026
PROFUND ADVISORS LLC History Reduced 9,286 258 0.01% 0.01% 205 -6,886 -42.58% Q1 2026 Apr 24, 2026
ARMISTICE CAPITAL, LLC History New 9,000 250 0.0% 206 +9,000 New Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 8,676 241 0.01% 0.0% 207 +4,680 117.12% Q1 2026 May 15, 2026
Black Maple Capital Management LP History Reduced 8,556 238 0.13% 0.22% 208 -3,944 -31.55% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History Added to 8,516 237 0.01% 0.01% 209 +546 6.85% Q1 2026 May 13, 2026
Vident Advisory, LLC History New 8,246 229 0.0% 210 +8,246 New Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History New 8,213 228 0.0% 211 +8,213 New Q1 2026 May 13, 2026
Brooklyn Investment Group History New 7,941 221 0.01% 212 +7,941 New Q1 2026 Apr 29, 2026
D. E. Shaw & Co., Inc. History New 7,738 215 0.0% 213 +7,738 New Q1 2026 May 15, 2026
BAILARD, INC. History Reduced 7,700 214 0.0% 0.01% 214 -13,562 -63.79% Q1 2026 May 11, 2026
Venturi Wealth Management, LLC History New 7,500 209 0.01% 215 +7,500 New Q1 2026 Apr 21, 2026
Inspire Advisors, LLC History New 7,494 208 0.02% 216 +7,494 New Q1 2026 May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 7,426 207 0.01% 217 +7,426 New Q1 2026 May 12, 2026
Hamilton Capital, LLC History New 7,384 205 0.01% 218 +7,384 New Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History New 7,316 203 0.0% 219 +7,316 New Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 7,221 201 0.0% 220 +7,221 New Q1 2026 Apr 27, 2026
OSAIC HOLDINGS, INC. History Reduced 6,994 195 0.0% 0.0% 221 -4,864 -41.02% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 5,614 152 0.0% 0.0% 222 +1,589 39.48% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,087 141 0.0% 0.0% 223 +104 2.09% Q1 2026 Apr 30, 2026
Ensign Peak Advisors, Inc History No change 4,982 138 0.0% 0.0% 224 0 0.0% Q1 2026 May 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,306 129 0.0% 0.0% 225 0 0.0% Q1 2026 May 06, 2026
Allworth Financial LP History Added to 4,164 116 0.0% 0.0% 226 +111 2.74% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 4,082 113 0.0% 0.0% 227 +3,091 311.91% Q1 2026 May 14, 2026
Investors Research Corp History No change 4,000 111 0.02% 0.02% 228 0 0.0% Q1 2026 Apr 03, 2026
KBC Group NV History No change 3,693 103 0.0% 0.0% 229 0 0.0% Q1 2026 May 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,676 102 0.0% 0.0% 230 +1,933 110.9% Q1 2026 May 01, 2026
MCF Advisors LLC History No change 3,500 97 0.0% 0.0% 231 0 0.0% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 3,445 96 0.0% 0.0% 233 -2,073 -37.57% Q1 2026 Apr 22, 2026
HORIZON BANCORP INC /IN/ History No change 3,426 96 0.05% 0.04% 232 0 0.0% Q1 2026 Apr 22, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 3,309 92 0.0% 0.0% 234 0 0.0% Q1 2026 Apr 27, 2026
GAMMA Investing LLC History Added to 3,254 90 0.0% 0.0% 235 +218 7.18% Q1 2026 Apr 06, 2026
Blue Trust, Inc. History Reduced 3,135 87 0.0% 0.0% 236 -1,402 -30.9% Q1 2026 Apr 20, 2026
Covestor Ltd History Reduced 2,959 82 0.06% 0.06% 237 -1,770 -37.43% Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,355 65 0.0% 0.0% 238 +1,945 474.39% Q1 2026 May 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,286 63 0.01% 0.01% 239 +144 6.72% Q1 2026 May 11, 2026
Smithfield Trust Co History No change 2,000 56 0.0% 0.0% 240 0 0.0% Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,988 55 0.0% 0.0% 241 +625 45.85% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 1,968 55 0.0% 0.0% 242 +68 3.58% Q1 2026 Apr 07, 2026
Smartleaf Asset Management LLC History Reduced 1,905 52 0.0% 0.0% 244 -1,239 -39.41% Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History No change 1,893 52 0.0% 0.0% 243 0 0.0% Q1 2026 May 12, 2026
Kentucky Trust Co History Reduced 1,821 50 0.03% 0.04% 245 -1,000 -35.45% Q1 2026 Apr 17, 2026
MAI Capital Management History Added to 1,706 47 0.0% 0.0% 246 +69 4.22% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,660 46 0.0% 0.0% 247 +46 2.85% Q1 2026 May 14, 2026
Versant Capital Management, Inc History Added to 1,443 40 0.0% 0.0% 248 +21 1.48% Q1 2026 Apr 06, 2026
SageView Advisory Group, LLC History No change 1,608 40 0.0% 0.0% 249 0 0.0% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 1,201 33 0.0% 0.0% 250 +122 11.31% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 1,180 32 0.0% 0.0% 251 -346 -22.67% Q1 2026 Apr 30, 2026
ORG Partners LLC History No change 1,304 32 0.01% 0.01% 252 0 0.0% Q4 2025 Jan 14, 2026
Wellington Grp LLC History No change 1,089 30 0.01% 0.01% 253 0 0.0% Q1 2026 May 22, 2026
TOMPKINS FINANCIAL CORP History No change 1,016 28 0.0% 0.0% 254 0 0.0% Q1 2026 Apr 09, 2026
Eukles Asset Management History No change 1,025 28 0.01% 0.01% 255 0 0.0% Q1 2026 May 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 900 25 0.0% 0.0% 256 0 0.0% Q1 2026 May 11, 2026
BESSEMER GROUP INC History No change 758 21 0.0% 0.0% 257 0 0.0% Q1 2026 May 06, 2026
Kemnay Advisory Services Inc. History New 642 17 0.0% 260 +642 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 623 17 0.0% 0.0% 259 +290 87.09% Q1 2026 Apr 24, 2026
UMB Bank, n.a. History Added to 612 17 0.0% 0.0% 258 +30 5.15% Q1 2026 May 11, 2026
Sound Income Strategies, LLC History Added to 555 15 0.0% 0.0% 261 +5 0.91% Q1 2026 Apr 27, 2026
Salomon & Ludwin, LLC History No change 490 13 0.0% 0.0% 262 0 0.0% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Added to 410 11 0.0% 0.0% 264 +330 412.5% Q1 2026 May 04, 2026
Global Retirement Partners, LLC History No change 460 11 0.0% 0.0% 263 0 0.0% Q4 2025 Feb 06, 2026
Essential Partners LLC History Added to 375 10 0.0% 0.0% 265 +26 7.45% Q1 2026 May 21, 2026
SIGNATUREFD, LLC History No change 356 9 0.0% 0.0% 266 0 0.0% Q1 2026 Apr 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 327 9 0.0% 0.0% 267 0 0.0% Q1 2026 May 13, 2026
Keating Financial Advisory Services, Inc. History Added to 292 8 0.0% 0.0% 269 +82 39.05% Q1 2026 May 15, 2026
Bare Financial Services, Inc History Added to 322 8 0.0% 0.0% 268 +48 17.52% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 280 7 0.0% 0.0% 270 +76 37.25% Q1 2026 May 07, 2026
CoreCap Advisors, LLC History Added to 279 7 0.0% 0.0% 272 +6 2.2% Q1 2026 Apr 07, 2026
Steward Partners Investment Advisory, LLC History No change 266 7 0.0% 0.0% 271 0 0.0% Q1 2026 May 08, 2026
McIlrath & Eck, LLC History No change 244 6 0.0% 0.0% 273 0 0.0% Q1 2026 May 19, 2026
Arax Advisory Partners History Added to 203 5 0.0% 275 +189 1350.0% Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 204 5 0.0% 0.0% 274 +13 6.81% Q1 2026 May 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 151 4 0.0% 278 +151 New Q1 2026 May 08, 2026
Parallel Advisors, LLC History Added to 150 4 0.0% 0.0% 277 +73 94.81% Q1 2026 Jun 02, 2026
Parkside Financial Bank & Trust History No change 178 4 0.0% 0.0% 276 0 0.0% Q1 2026 May 13, 2026
North Star Investment Management Corp. History New 117 3 0.0% 280 +117 New Q1 2026 Apr 23, 2026
CVA Family Office, LLC History New 111 3 0.0% 281 +111 New Q1 2026 Apr 29, 2026
IFP Advisors, Inc History No change 126 3 0.0% 0.0% 279 0 0.0% Q1 2026 Apr 13, 2026
DANSKE BANK A/S History Reduced 100 2 0.0% 0.0% 282 -500 -83.33% Q1 2026 May 12, 2026
Signature Equity Partners, LLC History Added to 80 2 0.0% 0.0% 285 +40 100.0% Q1 2026 May 13, 2026
Retirement Wealth Solutions LLC History Added to 101 2 0.0% 0.0% 284 +38 60.32% Q1 2026 Apr 07, 2026
Bell Investment Advisors, Inc History No change 77 2 0.0% 0.0% 283 0 0.0% Q1 2026 Apr 17, 2026
Private Wealth Management Group, LLC History Reduced 56 1 0.0% 0.0% 294 -271 -82.87% Q1 2026 Apr 23, 2026
Larson Financial Group LLC History Reduced 43 1 0.0% 0.0% 291 -268 -86.17% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Added to 61 1 0.0% 293 +28 84.85% Q1 2026 Apr 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 58 1 0.0% 0.0% 286 +15 34.88% Q1 2026 Apr 13, 2026
IMA Advisory Services, Inc. History Reduced 66 1 0.0% 0.0% 288 -3 -4.35% Q1 2026 May 06, 2026
JFS WEALTH ADVISORS, LLC History Added to 62 1 0.0% 0.0% 290 +1 1.64% Q1 2026 Apr 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 55 1 0.0% 0.0% 287 0 0.0% Q1 2026 Apr 23, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 46 1 0.0% 0.0% 289 0 0.0% Q1 2026 May 13, 2026
Physician Wealth Advisors, Inc. History No change 42 1 0.0% 0.0% 292 0 0.0% Q1 2026 Apr 24, 2026
Glen Eagle Advisors, LLC History No change 50 1 0.0% 0.0% 295 0 0.0% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.01% -260,873 -100.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -203,170 -100.0% Q1 2026 May 14, 2026
Man Group plc History Closed out 0 0 0.01% -140,553 -100.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Closed out 0 0 0.01% -133,576 -100.0% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -124,681 -100.0% Q1 2026 May 15, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.48% -65,071 -100.0% Q1 2026 May 05, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Closed out 0 0 0.01% -50,100 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.02% -41,904 -100.0% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -39,732 -100.0% Q1 2026 May 11, 2026
Versor Investments LP History Closed out 0 0 0.15% -39,342 -100.0% Q1 2026 May 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.06% -37,420 -100.0% Q1 2026 May 01, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -30,162 -100.0% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.05% -28,942 -100.0% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -26,921 -100.0% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.02% -25,293 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -21,681 -100.0% Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.01% -17,600 -100.0% Q1 2026 May 13, 2026
Walkner Condon Financial Advisors LLC History Closed out 0 0 0.05% -13,872 -100.0% Q1 2026 Apr 28, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -10,867 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.01% -10,755 -100.0% Q1 2026 May 12, 2026
Freestone Grove Partners LP History Closed out 0 0 0.0% -10,631 -100.0% Q1 2026 May 15, 2026
Carnegie Investment Counsel History Closed out 0 0 0.0% -9,826 -100.0% Q1 2026 May 01, 2026
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -9,148 -100.0% Q1 2026 Apr 17, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -8,844 -100.0% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -3,139 -100.0% Q1 2026 May 15, 2026
Independence Bank of Kentucky History Closed out 0 0 0.0% -693 -100.0% Q1 2026 Apr 30, 2026
Eurizon Capital SGR S.p.A. History Closed out 0 0 0.0% -365 -100.0% Q1 2026 May 08, 2026
Torren Management, LLC History Closed out 0 0 0.0% -352 -100.0% Q1 2026 Apr 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 0.0% -250 -100.0% Q1 2026 Apr 13, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -237 -100.0% Q1 2026 May 13, 2026
Quarry LP History Closed out 0 0 0.0% -223 -100.0% Q1 2026 May 15, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -92 -100.0% Q1 2026 Jun 02, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -90 -100.0% Q1 2026 May 06, 2026
CX Institutional History Closed out 0 0 0.0% -88 -100.0% Q1 2026 Apr 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 26 0 +26 New Q1 2026 May 08, 2026
ASSETMARK, INC History New 25 0 +25 New Q1 2026 May 06, 2026
ROSS\JOHNSON & Associates LLC History Closed out 0 0 -23 -100.0% Q1 2026 May 08, 2026
Caitong International Asset Management Co., Ltd History New 17 0 +17 New Q1 2026 May 11, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 14 0 +12 600.0% Q1 2026 Apr 21, 2026
SJS Investment Consulting Inc. History Added to 15 0 +8 114.29% Q1 2026 Apr 23, 2026
Rialto Wealth Management, LLC History Added to 13 0 +4 44.44% Q1 2026 May 14, 2026
Vermillion Wealth Management, Inc. History New 4 0 +4 New Q1 2026 Apr 17, 2026
Bay Harbor Wealth Management, LLC History Added to 13 0 +2 18.18% Q1 2026 Apr 14, 2026
CURIO WEALTH, LLC History New 2 0 +2 New Q1 2026 May 11, 2026
Dunhill Financial, LLC History Reduced 1 0 -1 -50.0% Q1 2026 May 06, 2026
CIBC Private Wealth Group LLC History No change 22 0 0 0.0% Q4 2025 Feb 12, 2026
True Wealth Design, LLC History No change 10 0 0 0.0% Q1 2026 Apr 13, 2026
DiNuzzo Private Wealth, Inc. History No change 13 0 0 0.0% Q1 2026 Apr 08, 2026
Ankerstar Wealth, LLC History No change 13 0 0 0.0% Q1 2026 May 13, 2026
Kilter Group LLC History No change 30 0 0 0.0% Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History No change 6 0 0 0.0% Q1 2026 May 01, 2026