FEDERAL REALTY INVESTMENT TRUST - FRT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 10,151,866 1,253,146 0.02% 0.02% 1 +1,509,818 17.47% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 7,174,812 885,658 0.04% 0.04% 2 -108,591 -1.49% Q2 2026 Aug 13, 2026
STATE STREET CORP History Reduced 6,350,252 783,875 0.02% 0.02% 3 -28,488 -0.45% Q2 2026 Sep 22, 2026
NORGES BANK History New 5,594,536 690,589 0.07% — 4 +5,594,536 New Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 5,406,602 667,390 0.01% 0.01% 5 +25,818 0.48% Q2 2026 Aug 13, 2026
Resolution Capital Ltd History Reduced 3,167,773 391,029 7.19% 8.14% 6 -476,802 -13.08% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 2,537,702 313,253 0.02% 0.04% 7 -150,607 -5.6% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 2,529,007 312,180 0.11% 0.1% 8 +403,492 18.98% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,332,621 287,469 0.02% 0.02% 9 +40,186 1.75% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 1,792,044 221,211 0.02% 0.01% 10 +980,001 120.68% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Added to 1,658,404 204,713 0.02% 0.02% 11 +23,875 1.46% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 1,520,856 191,247 0.01% 0.01% 12 +472,626 45.09% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,535,361 189,524 0.03% 0.02% 13 +44,175 2.96% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Reduced 1,463,951 180,710 0.26% 0.26% 14 -164,767 -10.12% Q2 2026 Aug 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,285,647 158,706 0.03% 0.03% 15 +1,646 0.13% Q2 2026 Aug 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 922,123 121,224 0.04% 0.04% 16 -84,297 -8.38% Q2 2026 Aug 03, 2026
MORGAN STANLEY History Reduced 886,098 109,380 0.01% 0.01% 17 -182,368 -17.07% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 854,603 105,492 0.02% 0.02% 18 -9,892 -1.14% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History Added to 874,763 104,859 0.02% 0.01% 19 +556,308 174.69% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 753,975 93,070 0.01% 0.01% 20 +75,234 11.08% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 715,033 88,263 0.0% 0.01% 21 -568,305 -44.28% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 683,187 84,332 0.01% 0.01% 22 +22,720 3.44% Q2 2026 Aug 06, 2026
Nuveen, LLC History Reduced 666,635 82,289 0.02% 0.03% 23 -346,956 -34.23% Q2 2026 Aug 11, 2026
Legal & General Group Plc History Reduced 643,199 79,396 0.02% 0.02% 24 -62,515 -8.86% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 564,681 69,704 0.03% — 25 +564,681 New Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 558,833 68,982 0.01% 0.0% 26 +554,438 12615.2% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 552,107 68,152 0.0% 0.0% 27 +42,609 8.36% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 551,755 68,108 0.08% 0.06% 28 +203,620 58.49% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 484,702 59,831 0.01% — 29 +484,702 New Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 464,010 57,277 0.12% 0.14% 30 -31,310 -6.32% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 448,206 55,326 0.01% 0.01% 31 -163 -0.04% Q2 2026 Aug 13, 2026
Vest Financial, LLC History Reduced 436,952 53,937 0.57% 0.64% 32 -68,457 -13.54% Q2 2026 Jul 24, 2026
TWO SIGMA INVESTMENTS, LP History Added to 379,633 46,861 0.03% 0.02% 33 +146,685 62.97% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 376,670 46,496 0.03% 0.02% 34 +9,430 2.57% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History Reduced 359,357 44,359 0.01% 0.01% 35 -44,545 -11.03% Q2 2026 Aug 07, 2026
JANUS HENDERSON GROUP PLC History No change 413,167 43,917 0.02% 0.02% 36 0 0.0% Q1 2026 May 18, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Added to 351,830 43,429 0.6% 0.28% 37 +176,948 101.18% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Reduced 350,065 43,212 0.03% 0.03% 38 -31,993 -8.37% Q2 2026 Aug 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 349,419 43,132 0.06% 0.07% 39 -105,581 -23.2% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 342,268 42,249 0.04% 0.04% 40 -58,394 -14.57% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 328,269 40,521 0.0% 0.0% 41 +294,190 863.26% Q2 2026 Sep 02, 2026
CITIGROUP INC History Added to 314,211 38,786 0.01% 0.01% 42 +13,947 4.64% Q2 2026 Aug 03, 2026
UBS Group AG History Reduced 302,367 37,324 0.0% 0.01% 43 -106,449 -26.04% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History Added to 298,343 36,827 0.09% 0.07% 44 +71,847 31.72% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 287,966 35,546 0.01% 0.02% 45 -119,744 -29.37% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History Added to 281,858 34,866 0.01% 0.02% 46 +9,175 3.36% Q2 2026 Aug 14, 2026
Curi Capital, LLC History Reduced 275,653 34,026 0.52% 0.53% 47 -5,381 -1.91% Q2 2026 Aug 14, 2026
Woodline Partners LP History Reduced 274,728 33,912 0.1% 0.16% 48 -118,913 -30.21% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 274,696 33,908 0.89% 0.85% 49 -2,313 -0.83% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History Added to 274,067 33,831 0.01% 0.0% 50 +47,187 20.8% Q2 2026 Aug 14, 2026
APG Asset Management US Inc. History Reduced 269,876 32,495 0.23% 0.22% 51 -3,435 -1.26% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 251,873 31,091 0.01% 0.0% 52 +105,531 72.11% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 246,385 30,901 0.02% 0.02% 53 -25,268 -9.3% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 239,436 29,555 0.03% 0.0% 54 +236,250 7415.25% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 235,395 29,059 0.03% 0.01% 55 +127,136 117.44% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History New 225,888 27,883 0.01% — 56 +225,888 New Q2 2026 Aug 14, 2026
Adelante Capital Management LLC History New 222,622 27,480 1.81% — 57 +222,622 New Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Added to 209,045 25,804 0.04% 0.04% 58 +9,454 4.74% Q2 2026 Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 206,649 25,508 0.01% 0.01% 59 +4,918 2.44% Q2 2026 Aug 07, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 200,000 24,688 0.78% 0.71% 60 0 0.0% Q2 2026 Aug 17, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 195,907 24,182 0.18% 0.17% 61 -23,997 -10.91% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 194,525 24,012 0.01% 0.01% 62 +18,430 10.47% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 193,111 23,837 0.02% 0.02% 63 +71,291 58.52% Q2 2026 Aug 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 181,761 22,436 0.01% 0.01% 64 +1,042 0.58% Q2 2026 Aug 14, 2026
RWC Asset Management LLP History Added to 175,377 21,648 0.82% 0.76% 65 +3,290 1.91% Q2 2026 Jul 27, 2026
State of Tennessee, Department of Treasury History Added to 171,271 21,141 0.06% 0.06% 66 +9,772 6.05% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 170,933 21,099 0.0% 0.0% 67 +8,901 5.49% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Reduced 162,154 20,016 0.01% 0.01% 68 -3,401 -2.05% Q2 2026 Aug 13, 2026
UniSuper Management Pty Ltd History Added to 161,601 19,948 0.1% 0.02% 69 +129,700 406.57% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 160,202 19,775 0.0% 0.0% 70 +19,854 14.15% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Reduced 159,961 19,745 0.02% 0.04% 71 -234,640 -59.46% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Reduced 158,523 19,568 0.01% 0.02% 72 -9,659 -5.74% Q2 2026 Aug 11, 2026
Swiss National Bank History Reduced 155,800 19,231 0.01% 0.01% 73 -6,300 -3.89% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History Added to 154,341 19,051 0.04% 0.04% 74 +15,422 11.1% Q2 2026 Aug 03, 2026
Amundi History Reduced 151,896 18,750 0.0% 0.0% 75 -17,005 -10.07% Q2 2026 Aug 11, 2026
Jain Global LLC History Added to 151,787 18,736 0.07% 0.07% 76 +908 0.6% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 148,600 18,343 0.08% 0.11% 77 -46,725 -23.92% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 148,354 18,312 0.01% 0.01% 78 +24,082 19.38% Q2 2026 Aug 04, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 147,617 18,221 0.29% 0.38% 79 +16,019 12.17% Q2 2026 Jul 24, 2026
SG Americas Securities, LLC History New 138,244 17,065 0.01% — 80 +138,244 New Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 137,397 16,960 0.0% 0.0% 81 +43,218 45.89% Q2 2026 Sep 23, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 130,628 16,124 0.01% 0.03% 82 -307,925 -70.21% Q2 2026 Jul 30, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 129,096 16,045 0.01% 0.01% 83 -6,144 -4.54% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History Added to 127,901 15,788 0.02% 0.02% 84 +3,583 2.88% Q2 2026 Jul 28, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 125,358 15,474 0.05% 0.04% 85 -481 -0.38% Q2 2026 Aug 17, 2026
Asset Management One Co., Ltd. History Added to 123,871 15,290 0.04% 0.04% 86 +2,309 1.9% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History Added to 121,670 15,018 0.0% 0.0% 87 +77,070 172.8% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Reduced 119,750 14,781 0.01% 0.02% 88 -32,600 -21.4% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Reduced 117,018 14,445 0.03% 0.03% 89 -1,990 -1.67% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History Reduced 114,715 14,160 0.07% 0.06% 90 -9,195 -7.42% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 113,600 14,022 0.02% 0.0% 91 +99,300 694.41% Q2 2026 Aug 13, 2026
Creative Planning History Added to 111,368 13,747 0.01% 0.01% 92 +16,101 16.9% Q2 2026 Aug 13, 2026
Mariner, LLC History Added to 108,798 13,431 0.01% 0.01% 93 +12,927 13.48% Q2 2026 Aug 13, 2026
Cerity Partners LLC History Added to 108,188 13,354 0.02% 0.02% 94 +7,501 7.45% Q2 2026 Aug 14, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 106,401 13,134 0.11% 0.38% 95 -239,565 -69.25% Q2 2026 Aug 07, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 102,685 12,675 0.57% 0.55% 96 -1,478 -1.42% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History Added to 101,290 12,503 0.0% 0.0% 97 +32,642 47.55% Q2 2026 Aug 04, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 115,561 12,273 0.0% 0.0% 98 -149 -0.13% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 99,405 12,270 0.01% 0.0% 99 +62,904 172.34% Q2 2026 Aug 12, 2026
Robeco Institutional Asset Management B.V. History Added to 96,338 11,891 0.01% 0.01% 100 +27,954 40.88% Q2 2026 Jul 21, 2026
BANK OF NOVA SCOTIA History Reduced 95,753 11,819 0.02% 0.02% 101 -36,077 -27.37% Q2 2026 Aug 12, 2026
ACADIAN ASSET MANAGEMENT LLC History New 95,034 11,727 0.01% — 102 +95,034 New Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History Added to 91,690 11,318 0.01% 0.01% 103 +8,220 9.85% Q2 2026 Sep 02, 2026
Blue Sparrow, LLC /DE History No change 90,950 11,226 0.11% 0.17% 104 0 0.0% Q2 2026 Aug 14, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History New 90,572 11,180 0.1% — 105 +90,572 New Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 90,479 11,168 0.01% 0.01% 106 -5,201 -5.44% Q2 2026 Aug 24, 2026
FRANKLIN RESOURCES INC History Added to 88,567 10,932 0.0% 0.0% 107 +53,821 154.9% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 87,277 10,773 0.01% 0.01% 108 +34,542 65.5% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History Added to 85,753 10,585 0.04% 0.04% 109 +7,654 9.8% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 83,606 10,320 0.0% 0.0% 110 +6,072 7.83% Q2 2026 Aug 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 83,304 10,283 0.05% 0.03% 111 +26,337 46.23% Q2 2026 Jul 17, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 82,508 10,184 0.11% 0.1% 112 +2,521 3.15% Q2 2026 Jul 16, 2026
Verition Fund Management LLC History Added to 81,465 10,056 0.05% 0.05% 113 +14,244 21.19% Q2 2026 Aug 14, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 79,790 9,849 0.31% — 114 +79,790 New Q2 2026 Aug 04, 2026
Hazelview Securities Inc. History Reduced 80,690 9,819 1.36% 3.32% 115 -87,020 -51.89% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Added to 78,993 9,753 0.01% 0.01% 116 +3,055 4.02% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 78,494 9,689 0.01% 0.01% 117 +9,931 14.48% Q2 2026 Aug 19, 2026
Vanguard Investments Australia, Ltd. History Added to 77,852 9,610 0.02% 0.02% 118 +814 1.06% Q2 2026 Aug 13, 2026
STRS OHIO History Reduced 77,587 9,577 0.04% 0.04% 119 -28,629 -26.95% Q2 2026 Jul 30, 2026
State of New Jersey Common Pension Fund D History No change 76,223 9,408 0.03% 0.03% 120 0 0.0% Q2 2026 Aug 04, 2026
PGGM Investments History Reduced 76,064 9,389 0.23% 1.51% 121 -736,229 -90.64% Q2 2026 Aug 12, 2026
Masterton Capital Management, LP History Reduced 75,246 9,288 7.87% 16.79% 122 -98,300 -56.64% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 75,066 9,266 0.01% 0.01% 123 +963 1.3% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 71,500 8,825 0.01% 0.02% 124 -74,932 -51.17% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 68,038 8,398 0.02% 0.01% 125 +6,570 10.69% Q2 2026 Aug 11, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 67,679 8,354 0.01% 0.01% 126 -2,670 -3.8% Q2 2026 Aug 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 65,737 8,114 0.01% 0.01% 127 +1,428 2.22% Q2 2026 Sep 09, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 65,184 8,046 0.01% 0.01% 128 +7,480 12.96% Q2 2026 Jul 23, 2026
HEITMAN REAL ESTATE SECURITIES LLC History Reduced 64,151 7,918 0.51% 1.21% 129 -94,782 -59.64% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 61,458 7,586 0.02% 0.0% 130 +59,531 3089.31% Q2 2026 Aug 06, 2026
Retirement Systems of Alabama History Reduced 60,300 7,443 0.02% 0.02% 131 -156 -0.26% Q2 2026 Jul 28, 2026
CWM, LLC History No change 68,387 7,263 0.02% 0.02% 132 0 0.0% Q1 2026 May 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 58,504 7,222 0.06% — 133 +58,504 New Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 58,188 7,182 0.01% 0.01% 134 -12,200 -17.33% Q2 2026 Jul 29, 2026
Focus Partners Wealth History Added to 56,359 6,957 0.01% 0.01% 135 +12,913 29.72% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History Added to 56,191 6,936 0.01% 0.0% 136 +27,541 96.13% Q2 2026 Aug 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 55,595 6,862 1.02% 0.92% 137 +4,054 7.87% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 54,864 6,772 0.0% 0.0% 138 +12,233 28.7% Q2 2026 Aug 10, 2026
Resona Asset Management Co.,Ltd. History Reduced 54,020 6,770 0.03% 0.03% 139 -1,358 -2.45% Q2 2026 Jul 29, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 53,500 6,604 0.19% 0.19% 140 -9,600 -15.21% Q2 2026 Jul 20, 2026
MACQUARIE GROUP LTD History Added to 51,525 6,356 0.03% 0.03% 141 +3,484 7.25% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Added to 51,422 6,347 0.01% 0.01% 142 +4,109 8.68% Q2 2026 Aug 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 51,202 6,320 0.0% 0.0% 143 -438 -0.85% Q2 2026 Aug 14, 2026
JB Capital LLC History Added to 50,805 6,271 0.22% 0.2% 144 +3,897 8.31% Q2 2026 Jul 29, 2026
State of Alaska, Department of Revenue History Added to 50,434 6,224 0.06% 0.06% 145 +124 0.25% Q2 2026 Jul 20, 2026
FIL Ltd History Added to 48,640 6,004 0.0% 0.0% 146 +1,708 3.64% Q2 2026 Aug 13, 2026
Kinloch Capital, LLC History Added to 45,415 5,606 2.05% 1.91% 147 +1,413 3.21% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 44,003 5,502 0.0% 0.0% 148 +12,392 39.2% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 44,213 5,457 0.03% 0.05% 149 -11,120 -20.1% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History New 44,071 5,444 0.0% — 150 +44,071 New Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 43,563 5,377 0.0% 0.0% 151 -3,896 -8.21% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 51,760 5,371 0.01% 0.01% 152 +11,208 27.64% Q2 2026 Jul 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 42,226 5,212 0.08% 0.19% 153 -77,109 -64.62% Q2 2026 Aug 14, 2026
Aberdeen Group plc History Added to 41,161 5,080 0.01% 0.01% 154 +1,955 4.99% Q2 2026 Jul 31, 2026
Daiwa Securities Group Inc. History Reduced 40,967 5,056 0.01% 0.01% 155 -1,036 -2.47% Q2 2026 Jul 31, 2026
Vert Asset Management LLC History Added to 40,678 5,021 1.37% 1.34% 156 +814 2.04% Q2 2026 Jul 15, 2026
Chevy Chase Trust Holdings, LLC History Reduced 38,617 4,766 0.01% 0.01% 157 -720 -1.83% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 38,294 4,727 0.04% 0.03% 158 +2,038 5.62% Q2 2026 Jul 23, 2026
CIBC Bancorp USA Inc. History Reduced 37,667 4,649 0.01% 0.01% 159 -8,133 -17.76% Q2 2026 Aug 13, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History No change 36,888 4,553 0.45% 0.42% 160 0 0.0% Q2 2026 Jul 24, 2026
Treasurer of the State of North Carolina History Added to 36,476 4,503 0.01% 0.01% 161 +60 0.16% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History Reduced 36,309 4,481 0.12% 0.49% 162 -96,484 -72.66% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 36,255 4,475 0.29% — 163 +36,255 New Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History Reduced 35,450 4,375 0.0% 0.0% 164 -3,600 -9.22% Q2 2026 Aug 13, 2026
New Insight Wealth Advisors History Reduced 33,641 4,152 1.22% 1.3% 165 -439 -1.29% Q2 2026 Jul 27, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Reduced 33,577 4,144 1.01% 1.12% 166 -1,359 -3.89% Q2 2026 Jul 28, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 33,336 4,115 0.01% 0.01% 167 +3,382 11.29% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History New 32,911 4,062 0.0% — 168 +32,911 New Q2 2026 Aug 14, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Added to 32,370 3,995 0.12% 0.11% 169 +3,448 11.92% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History Reduced 32,112 3,963 0.0% 0.0% 170 -652 -1.99% Q2 2026 Aug 05, 2026
Entropy Technologies, LP History Added to 31,682 3,910 0.16% 0.11% 171 +8,553 36.98% Q2 2026 Aug 13, 2026
&PARTNERS History Added to 31,537 3,894 0.02% 0.01% 172 +20,482 185.27% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 31,182 3,849 0.01% 0.01% 173 +519 1.69% Q2 2026 Jul 22, 2026
Vanguard National Trust Co History No change 30,530 3,768 0.21% 0.2% 174 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History Added to 30,027 3,706 0.01% 0.0% 175 +12,013 66.69% Q2 2026 Aug 27, 2026
NEOS Investment Management LLC History Added to 29,907 3,658 0.01% 0.01% 176 +4,706 18.67% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 29,594 3,653 0.09% 0.08% 177 +850 2.96% Q2 2026 Jul 20, 2026
Carrera Capital Advisors History New 29,412 3,630 0.54% — 178 +29,412 New Q2 2026 Aug 03, 2026
TORONTO DOMINION BANK History Added to 29,338 3,620 0.0% 0.0% 179 +833 2.92% Q2 2026 Aug 14, 2026
NOMURA HOLDINGS INC History Added to 28,406 3,506 0.0% 0.0% 180 +16,969 148.37% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History Added to 28,086 3,466 0.03% 0.0% 181 +23,494 511.63% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 28,063 3,464 0.01% 0.0% 182 +16,821 149.63% Q2 2026 Aug 14, 2026
STANCE CAPITAL LLC History New 27,732 3,423 1.04% — 183 +27,732 New Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 27,596 3,406 0.04% 0.04% 184 -679 -2.4% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History New 27,136 3,349 0.04% — 185 +27,136 New Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History New 26,276 3,243 0.03% — 186 +26,276 New Q2 2026 Aug 06, 2026
Handelsbanken Fonder AB History No change 25,600 3,160 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 10, 2026
Oak Thistle LLC History Reduced 23,506 2,901 0.28% 0.31% 188 -6,176 -20.81% Q2 2026 Jul 20, 2026
HENNESSY ADVISORS INC History New 23,419 2,890 0.09% — 189 +23,419 New Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History Reduced 23,356 2,883 0.0% 0.0% 190 -849 -3.51% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History Added to 23,284 2,874 0.0% 0.0% 191 +2,729 13.28% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 23,462 2,869 0.0% 0.0% 192 +274 1.18% Q2 2026 Aug 14, 2026
XTX Topco Ltd History New 22,965 2,834 0.04% — 193 +22,965 New Q2 2026 Aug 14, 2026
Machina Capital S.A.S. History Added to 22,835 2,818 0.45% 0.09% 194 +18,612 440.73% Q2 2026 Aug 10, 2026
TUDOR INVESTMENT CORP ET AL History New 22,710 2,803 0.0% — 195 +22,710 New Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 22,491 2,776 0.01% 0.01% 196 +162 0.73% Q2 2026 Aug 13, 2026
Czech National Bank History Added to 22,377 2,762 0.02% 0.01% 197 +995 4.65% Q2 2026 Jul 08, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 21,955 2,710 0.02% 0.02% 198 +1,372 6.67% Q2 2026 Jul 22, 2026
Metis Global Partners, LLC History Reduced 21,928 2,706 0.06% 0.06% 199 -100 -0.45% Q2 2026 Aug 10, 2026
Arizona State Retirement System History Reduced 21,426 2,644 0.01% 0.01% 200 -1,091 -4.85% Q2 2026 Aug 07, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 20,941 2,584 0.02% 0.02% 201 +503 2.46% Q2 2026 Aug 10, 2026
ALLSTATE CORP History Added to 20,637 2,547 0.03% 0.02% 202 +803 4.05% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 20,124 2,484 0.01% 0.01% 203 -400 -1.95% Q2 2026 Jul 30, 2026
Diversified Trust Co History New 19,220 2,372 0.04% — 204 +19,220 New Q2 2026 Jul 17, 2026
IMC-Chicago, LLC History Added to 18,757 2,315 0.0% 0.0% 205 +11,272 150.59% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History Added to 18,677 2,305 0.01% 0.01% 206 +2,013 12.08% Q2 2026 Aug 13, 2026
Xcel Wealth Management, LLC History Reduced 18,179 2,244 0.54% 0.73% 207 -6,772 -27.14% Q2 2026 Jul 24, 2026
KLP KAPITALFORVALTNING AS History No change 18,000 2,221 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 12, 2026
Pathway Financial Advisers, LLC History Added to 17,650 2,178 0.55% 0.49% 209 +1,255 7.65% Q2 2026 Jul 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 17,532 2,164 0.0% 0.0% 210 +1,550 9.7% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 17,307 2,136 0.0% 0.0% 211 +16,417 1844.61% Q2 2026 Aug 06, 2026
BOKF, NA History Added to 17,220 2,125 0.03% 0.03% 212 +90 0.53% Q2 2026 Aug 10, 2026
Pictet Asset Management Holding SA History Reduced 16,859 2,081 0.0% 0.0% 213 -625 -3.57% Q2 2026 Jul 30, 2026
DekaBank Deutsche Girozentrale History No change 19,491 2,063 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 05, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 16,650 2,055 0.0% 0.0% 216 -561 -3.26% Q2 2026 Aug 06, 2026
BROWN ADVISORY INC History Reduced 16,654 2,055 0.0% 0.0% 215 -189 -1.12% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 16,238 2,004 0.01% 0.01% 217 +5,845 56.24% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History Reduced 16,232 2,003 0.04% 0.04% 218 -7 -0.04% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History Added to 16,166 1,995 0.01% 0.01% 219 +1,056 6.99% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History Added to 15,883 1,960 0.0% 0.0% 220 +2,434 18.1% Q2 2026 Aug 04, 2026
Richard Bernstein Advisors LLC History No change 18,279 1,941 0.06% 0.06% 221 0 0.0% Q1 2026 Apr 22, 2026
GeoWealth Management, LLC History Added to 15,660 1,933 0.06% 0.04% 222 +4,253 37.28% Q2 2026 Jul 30, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Reduced 15,624 1,928 0.23% 0.69% 223 -38,737 -71.26% Q2 2026 Jul 24, 2026
GRS Advisors, LLC History Reduced 15,479 1,910 0.16% 7.21% 224 -671,295 -97.75% Q2 2026 Aug 14, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History Reduced 15,464 1,908 0.07% 1.48% 225 -337,730 -95.62% Q2 2026 Aug 12, 2026
Vestcor Inc History Reduced 15,297 1,888 0.05% 0.05% 226 -840 -5.21% Q2 2026 Aug 11, 2026
NATIXIS History Reduced 15,017 1,853 0.01% 0.01% 227 -3,454 -18.7% Q2 2026 Aug 13, 2026
Sigma Planning Corp History Added to 14,794 1,826 0.05% 0.04% 228 +1 0.01% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History Added to 14,726 1,818 0.0% 0.0% 229 +2,796 23.44% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History Added to 14,300 1,793 0.01% 0.01% 230 +1,000 7.52% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History Added to 14,521 1,792 0.0% 0.0% 231 +2,106 16.96% Q2 2026 Aug 07, 2026
AMALGAMATED BANK History Reduced 14,137 1,745 0.01% 0.01% 232 -488 -3.34% Q2 2026 Jul 23, 2026
IFM Investors Pty Ltd History Added to 14,090 1,739 0.01% 0.01% 233 +100 0.71% Q2 2026 Jul 21, 2026
Atria Investments, Inc History Added to 14,053 1,734 0.02% 0.01% 234 +8,169 138.83% Q2 2026 Jul 28, 2026
Kesler, Norman & Wride, LLC History Reduced 13,206 1,630 0.26% 0.25% 235 -444 -3.25% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History Reduced 13,107 1,617 0.02% 0.02% 236 -1,779 -11.95% Q2 2026 Aug 11, 2026
Utah Retirement Systems History Reduced 12,999 1,604 0.02% 0.02% 237 -934 -6.7% Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 12,861 1,587 0.01% 0.01% 238 +10,156 375.45% Q2 2026 Aug 10, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 12,800 1,580 0.01% 0.03% 239 -26,800 -67.68% Q2 2026 Aug 25, 2026
BRIGHTON JONES LLC History Added to 12,604 1,555 0.03% 0.03% 240 +452 3.72% Q2 2026 Aug 11, 2026
Uniplan Investment Counsel, Inc. History New 12,582 1,553 0.15% — 241 +12,582 New Q2 2026 Aug 14, 2026
INCEPTIONR LLC History New 12,609 1,542 0.38% — 242 +12,609 New Q2 2026 Aug 10, 2026
PINEBRIDGE INVESTMENTS LLC History Added to 12,452 1,537 0.01% 0.01% 243 +6,300 102.41% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History Added to 12,292 1,517 0.06% 0.03% 244 +9,143 290.35% Q2 2026 Aug 12, 2026
Marshall Financial Group, LLC History Added to 12,249 1,511 0.22% 0.19% 246 +941 8.32% Q2 2026 Jul 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Reduced 12,247 1,511 0.01% 0.01% 245 -232 -1.86% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History Added to 12,325 1,507 0.02% 0.01% 247 +117 0.96% Q2 2026 Aug 13, 2026
HUB Investment Partners, LLC History Added to 12,184 1,503 0.03% 0.03% 248 +1,984 19.45% Q2 2026 Jul 31, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,162 1,501 0.0% 0.01% 249 -3,889 -24.23% Q2 2026 Aug 10, 2026
Edgestream Partners, L.P. History New 12,146 1,499 0.04% — 250 +12,146 New Q2 2026 Aug 11, 2026
Chicago Partners Investment Group LLC History Added to 11,849 1,479 0.03% 0.02% 251 +3,238 37.6% Q2 2026 Jul 29, 2026
XPONANCE LLC History Added to 11,859 1,463 0.01% 0.01% 252 +135 1.15% Q2 2026 Aug 10, 2026
Summit Financial, LLC History Added to 11,805 1,457 0.02% 0.02% 253 +654 5.86% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 11,611 1,433 0.0% 0.0% 254 +677 6.19% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History Added to 11,681 1,406 0.0% 0.0% 255 +1,344 13.0% Q2 2026 Aug 13, 2026
Blackhawk Capital Partners, LLC History Reduced 11,269 1,391 0.45% 0.58% 256 -3,685 -24.64% Q2 2026 Jul 20, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 11,240 1,387 0.0% 0.0% 257 +8,184 267.8% Q2 2026 Aug 14, 2026
SummitTX Capital, L.P. History New 11,093 1,369 0.04% — 258 +11,093 New Q2 2026 Aug 14, 2026
PFW Advisors LLC History Reduced 10,623 1,311 0.38% 0.37% 259 -335 -3.06% Q2 2026 Jul 13, 2026
ABC ARBITRAGE SA History New 10,296 1,270 0.14% — 260 +10,296 New Q2 2026 Jul 20, 2026
Knights of Columbus Asset Advisors LLC History No change 10,147 1,252 0.06% 0.06% 261 0 0.0% Q2 2026 Jul 31, 2026
Employees Retirement System of Texas History New 10,138 1,251 0.01% — 262 +10,138 New Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History Added to 10,083 1,244 0.01% 0.01% 263 +780 8.38% Q2 2026 Sep 08, 2026
Atom Investors LP History Reduced 9,854 1,216 0.11% 0.33% 264 -33,076 -77.05% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History Added to 9,787 1,208 0.0% 0.0% 265 +2,065 26.74% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 9,760 1,204 0.0% 0.0% 266 +2,151 28.27% Q2 2026 Aug 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 9,708 1,198 0.21% 0.02% 267 +8,947 1175.69% Q2 2026 Jul 09, 2026
Merit Financial Group, LLC History Added to 9,708 1,198 0.01% 0.01% 268 +352 3.76% Q2 2026 Jul 20, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 9,700 1,197 0.23% 0.2% 269 0 0.0% Q2 2026 Jul 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 9,679 1,194 0.01% 0.01% 270 +700 7.8% Q2 2026 Jul 28, 2026
ING GROEP NV History Reduced 9,666 1,193 0.01% 0.01% 271 -460 -4.54% Q2 2026 Aug 13, 2026
Empire Financial Management Company, LLC History Added to 9,652 1,191 0.47% 0.23% 272 +123 1.29% Q2 2026 Aug 14, 2026
Sivia Capital Partners, LLC History Added to 9,525 1,175 0.14% 0.15% 273 +2,371 33.14% Q2 2026 Jul 23, 2026
National Philanthropic Trust History No change 9,485 1,170 0.02% 0.01% 274 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History Reduced 9,424 1,163 0.0% 0.0% 275 -9 -0.1% Q2 2026 Aug 04, 2026
Pathstone Holdings, LLC History Added to 9,354 1,162 0.0% 0.0% 276 +789 9.21% Q2 2026 Aug 13, 2026
Vanderbilt University History New 9,240 1,140 0.16% — 277 +9,240 New Q2 2026 Jul 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 9,129 1,126 0.01% 0.21% 278 -140,204 -93.89% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History New 9,116 1,125 0.01% — 279 +9,116 New Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Reduced 9,105 1,123 0.03% 0.03% 280 -58 -0.63% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History Reduced 8,917 1,100 0.02% 0.03% 281 -1,442 -13.92% Q2 2026 Aug 13, 2026
Belpointe Asset Management LLC History New 8,639 1,066 0.03% — 282 +8,639 New Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History New 8,639 1,066 0.12% — 283 +8,639 New Q2 2026 Jul 31, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 8,634 1,065 0.01% 0.02% 284 -3,165 -26.82% Q2 2026 Aug 13, 2026
Norinchukin Bank, The History Reduced 8,539 1,054 0.01% 0.01% 285 -66 -0.77% Q2 2026 Aug 14, 2026
Bull Harbor Capital LLC History Added to 8,499 1,049 0.2% 0.22% 286 +930 12.29% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 8,440 1,041 0.04% 0.02% 287 +4,610 120.37% Q2 2026 Aug 06, 2026
Neuberger Berman Group LLC History Added to 8,292 1,017 0.0% 0.0% 288 +432 5.5% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 8,170 1,008 0.01% 0.01% 289 -179 -2.14% Q2 2026 Aug 11, 2026
GROUPAMA ASSET MANAGMENT History No change 7,908 991 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History Added to 7,960 982 0.01% 0.01% 291 +1,354 20.5% Q2 2026 Aug 10, 2026
Fort Point Capital Partners LLC History Reduced 7,911 976 0.07% 0.1% 292 -124 -1.54% Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Added to 7,823 965 0.0% 0.0% 293 +2,542 48.13% Q2 2026 Jul 29, 2026
NorthRock Partners, LLC History Reduced 7,802 963 0.01% 0.02% 294 -1,714 -18.01% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 7,707 951 0.0% 0.0% 295 -565 -6.83% Q2 2026 Jul 29, 2026
MAI Capital Management History Added to 7,685 948 0.0% 0.0% 296 +3,489 83.15% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,384 911 0.01% 0.01% 297 -1,884 -20.33% Q2 2026 Aug 06, 2026
BURKE & HERBERT BANK & TRUST CO History No change 7,335 905 0.22% 0.22% 298 0 0.0% Q2 2026 Aug 07, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 7,204 889 0.01% 0.01% 299 -1,718 -19.26% Q2 2026 Aug 11, 2026
NorthCrest Asset Manangement, LLC History Added to 7,361 888 0.02% 0.02% 300 +1,887 34.47% Q2 2026 Jul 15, 2026
Frec Markets, Inc. History Added to 7,150 882 0.08% 0.08% 301 +2,779 63.58% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 7,067 872 0.0% 0.0% 302 +486 7.38% Q2 2026 Aug 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 7,038 868 0.0% 0.0% 303 +126 1.82% Q2 2026 Aug 14, 2026
AR ASSET MANAGEMENT INC History No change 7,000 864 0.16% 0.14% 304 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History Added to 6,994 863 0.0% 0.0% 305 +2,189 45.56% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History Reduced 6,958 858 0.02% 0.01% 306 -97 -1.37% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History Reduced 6,896 851 0.02% 0.03% 307 -600 -8.0% Q2 2026 Aug 04, 2026
MSH Capital Advisors LLC History Added to 6,901 851 0.15% 0.15% 308 +265 3.99% Q2 2026 Aug 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 6,754 833 0.01% 0.0% 309 +2,776 69.78% Q2 2026 Jul 20, 2026
BENJAMIN EDWARDS INC History Reduced 6,711 828 0.01% 0.01% 310 -1,102 -14.1% Q2 2026 Jul 24, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,708 828 0.24% 0.22% 311 0 0.0% Q2 2026 Aug 04, 2026
Fairtree Asset Management (Pty) Ltd History No change 6,708 828 0.32% 0.33% 312 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History Added to 6,690 825 0.0% 0.0% 313 +778 13.16% Q2 2026 Aug 12, 2026
SlateStone Wealth, LLC History Added to 6,555 809 0.06% 0.06% 314 +150 2.34% Q2 2026 Jul 20, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 6,518 804 0.05% 0.04% 315 -546 -7.73% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 26,797 793 0.01% 0.01% 316 -277 -1.02% Q2 2026 Jul 28, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,411 791 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 10, 2026
Revisor Wealth Management LLC History Added to 6,196 764 0.18% 0.18% 318 +147 2.43% Q2 2026 Jul 21, 2026
Pacer Advisors, Inc. History Reduced 6,179 763 0.0% 0.0% 320 -5,837 -48.58% Q2 2026 Aug 13, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Reduced 6,152 763 0.5% 0.78% 319 -4,017 -39.5% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History Added to 6,169 761 0.0% 0.0% 321 +1,490 31.84% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History New 6,122 755 0.01% — 322 +6,122 New Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History Added to 6,039 745 0.0% 0.0% 323 +482 8.67% Q2 2026 Jul 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,998 740 0.01% 0.0% 324 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 5,890 727 0.01% — 325 +5,890 New Q2 2026 Aug 14, 2026
Krilogy Financial LLC History Reduced 5,775 712 0.02% 0.02% 326 -486 -7.76% Q2 2026 Jul 27, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 5,692 702 0.06% 0.06% 327 -473 -7.67% Q2 2026 Jul 16, 2026
Allworth Financial LP History Added to 5,554 685 0.0% 0.0% 328 +687 14.12% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 5,537 683 0.01% 0.01% 329 +1,990 56.1% Q2 2026 Jul 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 5,506 679 0.0% 0.0% 330 -153 -2.7% Q2 2026 Aug 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 5,445 672 0.05% 0.05% 331 +587 12.08% Q2 2026 Aug 06, 2026
Kera Capital Partners, Inc. History Added to 5,375 663 0.06% 0.05% 332 +1,690 45.86% Q2 2026 Aug 14, 2026
Global X Japan Co., Ltd. History Reduced 5,310 655 0.02% 0.03% 333 -557 -9.49% Q2 2026 Jul 14, 2026
West Family Investments, Inc. History New 5,167 637 0.18% — 334 +5,167 New Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History New 5,138 634 0.1% — 335 +5,138 New Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History Added to 5,078 626 0.01% 0.01% 337 +1,360 36.58% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History Added to 5,077 626 0.01% 0.01% 336 +552 12.2% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Added to 5,051 623 0.02% 0.02% 338 +373 7.97% Q2 2026 Jul 07, 2026
Global Financial Private Client, LLC History New 4,987 615 0.17% — 339 +4,987 New Q2 2026 Jul 20, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 4,915 606 0.0% 0.01% 340 -40,017 -89.06% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History Added to 4,831 596 0.01% 0.01% 341 +571 13.4% Q2 2026 Jul 22, 2026
WADDELL & ASSOCIATES, LLC History Added to 4,809 593 0.03% 0.03% 342 +498 11.55% Q2 2026 Jul 15, 2026
SYON CAPITAL LLC History Added to 4,803 592 0.03% 0.02% 343 +940 24.33% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History Added to 4,717 582 0.01% 0.01% 344 +1,809 62.21% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History Added to 4,627 571 0.0% 0.0% 345 +432 10.3% Q2 2026 Jul 27, 2026
Maryland State Retirement & Pension System History Added to 4,620 570 0.01% 0.01% 346 +675 17.11% Q2 2026 Jul 30, 2026
Stonebridge Financial Group, LLC/CA History New 4,598 567 0.08% — 347 +4,598 New Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History New 4,468 551 0.01% — 348 +4,468 New Q2 2026 Jul 20, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 4,308 531 0.02% 0.02% 349 -173 -3.86% Q2 2026 Jul 15, 2026
Tidal Investments LLC History Reduced 4,271 523 0.0% 0.0% 350 -262 -5.78% Q2 2026 Aug 13, 2026
Ninety One UK Ltd History Reduced 4,227 521 0.0% 0.0% 351 -2,338 -35.61% Q2 2026 Jul 16, 2026
AlphaGrep UK Ltd History New 4,159 513 0.15% — 352 +4,159 New Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 4,139 510 0.01% 0.01% 353 -6,384 -60.67% Q2 2026 Jul 28, 2026
Advisor Resource Council History Added to 4,203 506 0.14% 0.11% 355 +951 29.24% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,101 506 0.02% 0.03% 354 +42 1.03% Q2 2026 Jul 28, 2026
Waterloo Capital, L.P. History New 4,084 504 0.03% — 357 +4,084 New Q2 2026 Jul 29, 2026
MIZUHO SECURITIES USA LLC History No change 4,746 504 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 24, 2026
MQS Management LLC History Reduced 4,037 498 0.61% 0.41% 358 -1,697 -29.6% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History Added to 4,034 497 0.0% 0.0% 359 +1,036 34.56% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 4,010 494 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History Added to 3,997 493 0.0% 0.0% 361 +2,044 104.66% Q2 2026 Aug 17, 2026
Louisiana State Employees Retirement System History No change 4,000 493 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 21, 2026
Wagner Wealth Management, Corp History New 3,976 490 0.4% — 364 +3,976 New Q2 2026 Aug 10, 2026
Ethic Inc. History Reduced 3,972 490 0.01% 0.01% 363 -4 -0.1% Q2 2026 Jul 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 3,950 488 0.01% 0.01% 365 +300 8.22% Q2 2026 Jul 29, 2026
NovaPoint Capital, LLC History New 3,898 481 0.1% — 366 +3,898 New Q2 2026 Aug 06, 2026
Sequoia Financial Advisors, LLC History Reduced 3,859 476 0.0% 0.0% 367 -36 -0.92% Q2 2026 Jul 17, 2026
CERTUITY, LLC History Added to 3,822 471 0.02% 0.02% 369 +767 25.11% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History Added to 3,820 471 0.0% 0.0% 368 +453 13.45% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History Added to 3,763 464 0.01% 0.01% 370 +143 3.95% Q2 2026 Aug 07, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 3,692 455 0.0% 0.0% 371 -266 -6.72% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 4,265 452 0.03% 0.03% 372 0 0.0% Q2 2026 Jul 21, 2026
State of Wyoming History New 3,647 450 0.05% — 373 +3,647 New Q2 2026 Aug 06, 2026
Ensign Peak Advisors, Inc History No change 3,591 443 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 14, 2026
Caerus Investment Advisors, LLC History Added to 3,514 433 0.14% 0.15% 375 +225 6.84% Q2 2026 Aug 14, 2026
CSS LLC/IL History Added to 3,500 432 0.02% 0.01% 376 +690 24.56% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History Reduced 3,490 430 0.0% 0.0% 377 -302 -7.96% Q2 2026 Aug 10, 2026
DoubleLine ETF Adviser LP History Reduced 3,474 428 0.18% 0.16% 378 -596 -14.64% Q2 2026 Aug 14, 2026
STRATEGY ASSET MANAGERS LLC History Added to 3,420 422 0.06% 0.06% 379 +100 3.01% Q2 2026 Aug 14, 2026
National Wealth Management Group, LLC History Reduced 3,406 420 0.13% 0.14% 380 -262 -7.14% Q2 2026 Jul 14, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 3,394 418 0.01% 0.02% 381 -291 -7.9% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 3,353 413 0.15% 0.13% 382 +342 11.36% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History New 3,291 406 0.0% — 383 +3,291 New Q2 2026 Aug 11, 2026
Eddie Patel Inc History New 3,288 405 0.24% — 385 +3,288 New Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 3,285 405 0.03% 0.02% 384 +630 23.73% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 3,271 403 0.0% 0.0% 386 -849 -20.61% Q2 2026 Aug 14, 2026
Rothschild Wealth LLC History Added to 3,256 401 0.03% 0.03% 387 +209 6.86% Q2 2026 Aug 11, 2026
CHOREO, LLC History Added to 3,224 398 0.0% 0.0% 388 +878 37.43% Q2 2026 Aug 04, 2026
CREDIT AGRICOLE S A History Added to 3,193 394 0.0% 0.0% 389 +456 16.66% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History New 3,180 392 0.0% — 390 +3,180 New Q2 2026 Aug 10, 2026
Bayforest Capital Ltd History New 3,170 391 0.36% — 391 +3,170 New Q2 2026 Aug 05, 2026
DRW Securities, LLC History Reduced 3,163 390 0.01% 0.01% 392 -3,102 -49.51% Q2 2026 Aug 14, 2026
DGS Capital Management, LLC History No change 3,671 389 0.06% 0.06% 393 0 0.0% Q1 2026 Apr 28, 2026
Schonfeld Strategic Advisors LLC History Reduced 3,089 381 0.0% 0.11% 394 -147,495 -97.95% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History Reduced 3,074 379 0.0% 0.01% 395 -148 -4.59% Q2 2026 Aug 12, 2026
AXQ CAPITAL, LP History New 3,066 378 0.04% — 396 +3,066 New Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 3,049 377 0.0% 0.0% 397 +70 2.35% Q2 2026 Jul 17, 2026
Polymer Capital Management (US) LLC History Reduced 3,044 375 0.05% 0.15% 398 -10,537 -77.59% Q2 2026 Aug 14, 2026
Coppell Advisory Solutions LLC History New 1,543 368 0.03% — 400 +1,543 New Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 2,984 368 0.17% 0.1% 399 +159 5.63% Q2 2026 Aug 10, 2026
HCR Wealth Advisors History New 2,969 366 0.03% — 401 +2,969 New Q2 2026 Jul 13, 2026
Compound Planning, Inc. History Added to 2,951 364 0.01% 0.01% 402 +798 37.06% Q2 2026 Aug 04, 2026
Campbell & CO Investment Adviser LLC History Reduced 2,943 363 0.02% 0.04% 403 -3,556 -54.72% Q2 2026 Aug 03, 2026
RFG Advisory, LLC History Added to 2,948 363 0.01% 0.01% 404 +41 1.41% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History Added to 2,942 363 0.0% 0.0% 405 +11 0.38% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History Reduced 2,926 361 0.0% 0.0% 406 -369 -11.2% Q2 2026 Aug 12, 2026
Armstrong, Fleming & Moore, Inc History No change 2,890 356 0.12% 0.13% 407 0 0.0% Q2 2026 Jul 28, 2026
TWO SIGMA SECURITIES, LLC History New 2,878 355 0.03% — 409 +2,878 New Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History Reduced 2,878 355 0.1% 0.11% 408 -300 -9.44% Q2 2026 Aug 10, 2026
Proficio Capital Partners LLC History New 2,866 353 0.01% — 410 +2,866 New Q2 2026 Aug 14, 2026
Fiduciary Group, LLC History No change 2,853 352 0.03% 0.03% 411 0 0.0% Q2 2026 Aug 10, 2026
OFI INVEST ASSET MANAGEMENT History Added to 3,242 350 0.0% 0.0% 412 +110 3.51% Q2 2026 Jul 17, 2026
Lifeworks Advisors, LLC History New 2,777 342 0.04% — 413 +2,777 New Q2 2026 Aug 14, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 2,749 339 0.02% 0.02% 414 0 0.0% Q2 2026 Aug 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,750 339 0.07% 0.07% 415 0 0.0% Q2 2026 Aug 12, 2026
V-Square Quantitative Management LLC History Reduced 2,734 337 0.03% 0.03% 417 -231 -7.79% Q2 2026 Jul 27, 2026
Sound Financial Strategies Group, LLC History Added to 2,738 337 0.21% 0.2% 416 +35 1.29% Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History Reduced 2,720 335 0.01% 0.01% 418 -2 -0.07% Q2 2026 Aug 11, 2026
Sagewood Asset Management LP History Added to 2,660 328 0.07% 0.08% 419 +269 11.25% Q2 2026 Jul 29, 2026
KBC Group NV History No change 2,626 324 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History Reduced 2,623 323 0.01% 0.01% 421 -133 -4.83% Q2 2026 Jul 24, 2026
Passive Capital Management, LLC. History No change 3,193 321 0.1% 0.1% 422 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Advisors, LLC History Reduced 2,593 320 0.0% 0.0% 423 -260 -9.11% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 2,587 319 0.0% 0.0% 424 +26 1.02% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History Added to 2,556 315 0.0% 0.0% 425 +500 24.32% Q2 2026 Aug 07, 2026
XML Financial, LLC History Reduced 2,554 315 0.02% 0.02% 426 -301 -10.54% Q2 2026 Jul 24, 2026
North Dakota State Investment Board History Added to 2,530 312 0.01% 0.01% 427 +43 1.73% Q2 2026 Aug 04, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 2,520 311 0.0% 0.0% 428 +8 0.32% Q2 2026 Aug 12, 2026
MainStreet Investment Advisors LLC History New 2,474 305 0.04% — 430 +2,474 New Q2 2026 Aug 12, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,473 305 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 13, 2026
Crestwood Advisors Group, LLC History New 2,447 302 0.0% — 432 +2,447 New Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 2,450 302 0.02% 0.02% 431 0 0.0% Q2 2026 Aug 13, 2026
Parcion Private Wealth LLC History Added to 2,433 300 0.02% 0.01% 433 +215 9.69% Q2 2026 Jul 27, 2026
GSA CAPITAL PARTNERS LLP History New 2,395 296 0.02% — 434 +2,395 New Q2 2026 Aug 06, 2026
MUFG SECURITIES AMERICAS INC. History Added to 2,368 292 0.01% 0.01% 435 +196 9.02% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Added to 2,312 285 0.0% 0.0% 436 +113 5.14% Q2 2026 Jul 16, 2026
Caprock Group, LLC History New 2,307 284 0.01% — 439 +2,307 New Q2 2026 Jul 27, 2026
CI INVESTMENTS INC. History New 2,301 284 0.0% — 438 +2,301 New Q2 2026 Aug 13, 2026
Brooklyn Investment Group History No change 2,675 284 0.01% 0.01% 437 0 0.0% Q1 2026 Apr 29, 2026
HUNTINGTON NATIONAL BANK History Added to 2,287 282 0.0% 0.0% 440 +100 4.57% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 2,259 278 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 03, 2026
Gross & Hartman Investments LLC History New 2,244 276 0.12% — 442 +2,244 New Q2 2026 Aug 13, 2026
Safe Harbor Family Capital, LLC History New 2,244 276 0.18% — 443 +2,244 New Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Added to 2,215 273 0.02% 0.02% 444 +301 15.73% Q2 2026 Jul 02, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,208 272 0.0% 0.0% 445 +265 13.64% Q2 2026 Aug 12, 2026
MOR Wealth Management, LLC History New 2,189 270 0.11% — 447 +2,189 New Q2 2026 Aug 06, 2026
EntryPoint Capital, LLC History No change 2,188 270 0.07% 0.07% 446 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 2,183 269 0.08% 0.08% 448 0 0.0% Q2 2026 Jul 28, 2026
Tower Research Capital LLC (TRC) History Reduced 2,163 267 0.01% 0.01% 449 -1,315 -37.81% Q2 2026 Aug 11, 2026
Lafayette Investments, Inc. History No change 2,150 265 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 11, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 2,095 264 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 23, 2026
Callan Family Office, LLC History New 2,135 263 0.01% — 454 +2,135 New Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History Reduced 2,134 263 0.0% 0.0% 452 -131 -5.78% Q2 2026 Aug 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 2,136 263 0.02% 0.02% 453 -131 -5.78% Q2 2026 Aug 05, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History No change 2,080 256 0.08% 0.08% 455 0 0.0% Q2 2026 Jul 15, 2026
DAYMARK WEALTH PARTNERS, LLC History New 2,004 247 0.01% — 456 +2,004 New Q2 2026 Jul 31, 2026
Olde Wealth Management, LLC History No change 2,000 246 0.07% 0.07% 457 0 0.0% Q2 2026 Aug 13, 2026
Loudon Investment Management, LLC History Reduced 1,990 245 0.12% 0.13% 458 -225 -10.16% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History New 1,947 240 0.0% — 459 +1,947 New Q2 2026 Aug 10, 2026
waypoint wealth counsel History Reduced 1,939 239 0.15% 0.16% 460 -906 -31.85% Q2 2026 Aug 04, 2026
Platform Technology Partners History Reduced 1,942 239 0.04% 0.04% 461 -46 -2.31% Q2 2026 Jul 24, 2026
Lewis Asset Management, LLC History Added to 1,939 239 0.08% 0.08% 462 +14 0.73% Q2 2026 Jul 21, 2026
Concurrent Investment Advisors, LLC History New 1,926 237 0.0% — 463 +1,926 New Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History Added to 1,919 236 0.0% 0.0% 464 +270 16.37% Q2 2026 Aug 05, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 1,907 235 0.01% — 465 +1,907 New Q2 2026 Jul 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 1,893 233 0.0% 0.0% 466 -652 -25.62% Q2 2026 Aug 12, 2026
BFSG, LLC History No change 1,873 231 0.02% 0.02% 467 0 0.0% Q2 2026 Jul 20, 2026
GW HENSSLER & ASSOCIATES LTD History New 1,853 228 0.01% — 468 +1,853 New Q2 2026 Jul 28, 2026
Pasadena Private Wealth, LLC History New 1,853 228 0.03% — 469 +1,853 New Q2 2026 Aug 10, 2026
Samalin Investment Counsel, LLC History New 1,842 227 0.07% — 470 +1,842 New Q2 2026 Jul 27, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 1,828 225 0.03% — 471 +1,828 New Q2 2026 Aug 12, 2026
QTR Family Wealth, LLC History New 1,806 222 0.08% — 472 +1,806 New Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History New 1,788 221 0.0% — 473 +1,788 New Q2 2026 Jul 20, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 1,783 220 0.0% — 474 +1,783 New Q2 2026 Aug 14, 2026
Canada Post Corp Registered Pension Plan History No change 1,758 217 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 15, 2026
RIVERSEDGE ADVISORS, LLC History New 1,756 216 0.03% — 476 +1,756 New Q2 2026 Jul 16, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 1,718 212 0.0% — 477 +1,718 New Q2 2026 Jul 23, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 1,700 209 0.0% 0.0% 478 -5,300 -75.71% Q2 2026 Aug 14, 2026
LUTS & GREENLEIGH GROUP, INC. History New 1,670 206 0.16% — 479 +1,670 New Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History Added to 1,661 205 0.0% 0.0% 480 +334 25.17% Q2 2026 Aug 12, 2026
Savant Capital, LLC History Reduced 1,659 204 0.0% 0.0% 481 -474 -22.22% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History New 1,652 203 0.0% — 484 +1,652 New Q2 2026 Aug 05, 2026
Dorsey & Whitney Trust CO LLC History New 1,650 203 0.01% — 482 +1,650 New Q2 2026 Aug 14, 2026
RB Capital Management, LLC History New 1,647 203 0.04% — 483 +1,647 New Q2 2026 Aug 17, 2026
Wick Capital Partners, LLC History New 1,639 202 0.03% — 485 +1,639 New Q2 2026 Aug 14, 2026
Stonebrook Private Inc. History New 1,629 201 0.04% — 486 +1,629 New Q2 2026 Aug 14, 2026
EVERPAR ADVISORS LLC History New 1,625 200 0.06% — 487 +1,625 New Q2 2026 Jul 09, 2026
CX Institutional History Added to 1,614 199 0.01% 0.01% 488 +52 3.33% Q2 2026 Jul 01, 2026
IFP Advisors, Inc History Reduced 1,516 187 0.0% 0.0% 489 -11 -0.72% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History Added to 1,532 184 0.0% 0.0% 490 +474 44.8% Q2 2026 Jul 27, 2026
Optiver Holding B.V. History New 1,463 180 0.0% — 491 +1,463 New Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 1,353 167 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 1,319 165 0.01% 0.0% 493 0 0.0% Q2 2026 Aug 12, 2026
TRUST CO OF VERMONT History New 1,300 160 0.01% — 494 +1,300 New Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 1,251 154 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History Reduced 1,137 140 0.01% 0.01% 496 -20 -1.73% Q2 2026 Jul 21, 2026
Larson Financial Group LLC History Added to 1,077 132 0.0% 0.0% 497 +535 98.71% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,031 127 0.0% 0.0% 498 -209 -16.85% Q2 2026 Aug 07, 2026
WOLFF WIESE MAGANA LLC History New 1,005 124 0.06% — 499 +1,005 New Q2 2026 Jul 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 1,000 123 0.01% — 500 +1,000 New Q2 2026 Jul 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 973 120 0.0% 0.02% 502 -20,464 -95.46% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO History No change 1,000 120 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 27, 2026
Quarry LP History Reduced 957 118 0.01% 0.04% 503 -1,070 -52.79% Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Added to 930 114 0.03% 0.03% 504 +7 0.76% Q2 2026 Aug 07, 2026
Quent Capital, LLC History Added to 767 94 0.01% 0.01% 505 +38 5.21% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 754 93 0.0% 0.0% 506 +102 15.64% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Added to 748 92 0.02% 0.01% 507 +279 59.49% Q2 2026 Jul 16, 2026
Steigerwald, Gordon & Koch Inc. History No change 732 90 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History Added to 725 89 0.0% 0.0% 509 +67 10.18% Q2 2026 Jul 23, 2026
TEMA ETFS LLC History No change 597 73 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 527 65 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 24, 2026
SIMPLEX TRADING, LLC History New 521 64 0.0% — 512 +521 New Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History Added to 503 62 0.0% 0.0% 513 +197 64.38% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History Reduced 504 62 0.02% 0.02% 514 -14 -2.7% Q2 2026 Aug 07, 2026
Pflug Koory, LLC History Added to 475 58 0.02% 0.01% 515 +337 244.2% Q2 2026 Jul 21, 2026
GROUP ONE TRADING LLC History New 468 57 0.0% — 516 +468 New Q2 2026 Aug 13, 2026
EASTERN BANK History No change 450 55 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 01, 2026
Avalon Trust Co History New 440 54 0.0% — 518 +440 New Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History Reduced 400 49 0.0% 0.0% 519 -1,831 -82.07% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History Added to 370 45 0.0% 0.0% 520 +145 64.44% Q2 2026 Jul 02, 2026
Parkside Financial Bank & Trust History Reduced 365 45 0.0% 0.0% 521 -12 -3.18% Q2 2026 Sep 04, 2026
SJS Investment Consulting Inc. History Added to 366 45 0.0% 0.0% 522 +4 1.1% Q2 2026 Jul 22, 2026
Truvestments Capital LLC History Added to 364 44 0.01% 0.0% 523 +319 708.89% Q2 2026 Aug 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 350 43 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History No change 332 40 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 14, 2026
FEDERATED HERMES, INC. History No change 329 40 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 322 39 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 28, 2026
DV Trading LLC History New 303 37 0.0% — 529 +303 New Q2 2026 Aug 14, 2026
Hilltop National Bank History No change 300 37 0.01% 0.01% 528 0 0.0% Q2 2026 Jul 01, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 294 36 0.0% 0.0% 530 +6 2.08% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 285 35 0.01% 0.0% 531 +210 280.0% Q2 2026 Jul 15, 2026
PROSPERITY BANCSHARES INC History New 276 34 0.02% — 533 +276 New Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History Added to 279 34 0.0% 0.0% 532 +21 8.14% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 270 33 0.0% 0.0% 534 0 0.0% Q2 2026 Sep 15, 2026
Quantbot Technologies LP History New 249 30 0.0% — 535 +249 New Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 240 29 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 05, 2026
Cromwell Holdings LLC History No change 240 29 0.01% 0.01% 537 0 0.0% Q2 2026 Jul 13, 2026
OSSIAM History New 223 27 0.0% — 538 +223 New Q2 2026 Aug 13, 2026
CYBER HORNET ETFs LLC History Reduced 212 26 0.01% 0.01% 539 -2 -0.93% Q2 2026 Aug 24, 2026
COHEN & STEERS, INC. History No change 205 25 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 200 24 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 16, 2026
Hughes Financial Services, LLC History Added to 190 23 0.0% 0.0% 542 +5 2.7% Q2 2026 Jul 20, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 181 22 0.01% — 543 +176 3520.0% Q2 2026 Jul 07, 2026
Glen Eagle Advisors, LLC History No change 168 20 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History Added to 161 19 0.0% 0.0% 546 +27 20.15% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 155 19 0.0% 0.0% 545 +23 17.42% Q2 2026 Jul 31, 2026
Smithfield Trust Co History No change 150 19 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 05, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 149 18 0.01% 0.01% 548 +6 4.2% Q2 2026 Jul 31, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 140 17 0.0% — 549 +140 New Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 136 16 0.0% 0.0% 550 +13 10.57% Q2 2026 Jul 30, 2026
CoreCap Advisors, LLC History No change 129 15 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 06, 2026
Wealth Enhancement Trust Services, Inc. History New 114 14 0.0% — 554 +114 New Q2 2026 Jul 22, 2026
Dogwood Wealth Management LLC History Added to 117 14 0.01% 0.0% 552 +15 14.71% Q2 2026 Jul 06, 2026
Basecamp Wealth Advisors LLC History No change 117 14 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Wealth Management LLC History New 108 13 0.01% — 555 +108 New Q2 2026 Aug 13, 2026
Regatta Research & Money Management History New 108 13 0.01% — 556 +108 New Q2 2026 Aug 11, 2026
Planning Strategies Inc. History New 104 12 0.01% — 559 +104 New Q2 2026 Jul 27, 2026
Montgomery Financial Services LLC History New 100 12 0.01% — 560 +100 New Q2 2026 Aug 12, 2026
Dynamic Wealth Strategies, LLC History No change 100 12 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 23, 2026
Byrne Asset Management LLC History No change 100 12 0.01% 0.01% 558 0 0.0% Q2 2026 Jul 07, 2026
Nykredit A/S History New 96 11 0.0% — 563 +96 New Q2 2026 Sep 08, 2026
ROGCO, LP History New 96 11 0.0% — 564 +96 New Q2 2026 Jul 30, 2026
GW&K Investment Management, LLC History Reduced 89 11 0.0% 0.0% 561 -4 -4.3% Q2 2026 Aug 12, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 97 11 0.0% 0.0% 562 0 0.0% Q2 2026 Jul 22, 2026
MEEDER ASSET MANAGEMENT INC History New 88 10 0.0% — 566 +88 New Q2 2026 Aug 07, 2026
Beaird Harris Wealth Management, LLC History New 82 10 0.0% — 567 +82 New Q2 2026 Jul 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 87 10 0.0% 0.0% 565 +17 24.29% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 68 8 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 28, 2026
Aspect Partners, LLC History New 63 7 0.0% — 571 +63 New Q2 2026 Jul 16, 2026
SOA Wealth Advisors, LLC. History New 59 7 0.0% — 570 +59 New Q2 2026 Jul 21, 2026
Owl Creek Wealth Partners LLC History No change 57 7 0.0% 0.0% 569 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History Added to 55 6 0.0% 0.0% 574 +34 161.9% Q2 2026 Jul 20, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 54 6 0.0% 0.0% 572 -1 -1.82% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History Reduced 55 6 0.0% 0.0% 575 -1 -1.79% Q2 2026 Jul 21, 2026
Sunbelt Securities, Inc. History No change 58 6 0.0% 0.0% 573 0 0.0% Q1 2026 May 15, 2026
Sachetta, LLC History No change 54 6 0.0% 0.0% 576 0 0.0% Q2 2026 Jul 15, 2026
Bell Investment Advisors, Inc History Reduced 41 5 0.0% 0.0% 577 -6 -12.77% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 40 4 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 07, 2026
Ares Financial Consulting, LLC History No change 33 4 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 09, 2026
Rossby Financial, LCC History Added to 25 3 0.0% 0.0% 586 +15 150.0% Q2 2026 Aug 04, 2026
Keating Financial Advisory Services, Inc. History Added to 32 3 0.0% 0.0% 587 +6 23.08% Q2 2026 Aug 11, 2026
Spire Wealth Management History Added to 31 3 0.0% 0.0% 585 +2 6.9% Q2 2026 Jul 15, 2026
Manchester Capital Management LLC History No change 29 3 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 26 3 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 29 3 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History No change 31 3 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 07, 2026
Salomon & Ludwin, LLC History No change 30 3 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History New 21 2 0.0% — 596 +21 New Q2 2026 Jul 17, 2026
Continuum Advisory, LLC History New 19 2 0.0% — 595 +19 New Q2 2026 Aug 06, 2026
Noble Wealth Management PBC History New 18 2 0.0% — 597 +18 New Q2 2026 Jul 01, 2026
HARBOUR INVESTMENTS, INC. History Reduced 18 2 0.0% 0.0% 588 -11 -37.93% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History Added to 22 2 0.0% 0.0% 593 +7 46.67% Q2 2026 Aug 11, 2026
Avion Wealth History Added to 22 2 0.0% 0.0% 592 +6 37.5% Q2 2026 Jul 31, 2026
SUMMIT SECURITIES GROUP LLC History Added to 18 2 0.0% 0.0% 589 +5 38.46% Q2 2026 Aug 03, 2026
FINANCIAL CONSULATE, INC History No change 20 2 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 23, 2026
Kozak & Associates, Inc. History No change 17 2 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 02, 2026
MidFirst Bank History No change 18 2 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History Reduced 7 1 0.0% 0.0% 601 -24 -77.42% Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 16 1 0.0% 0.0% 599 -15 -48.39% Q2 2026 Jul 29, 2026
Fortis Group Advisors, LLC History New 15 1 0.0% — 609 +15 New Q2 2026 Jul 24, 2026
Fulcrum Asset Management LLP History New 10 1 0.0% — 607 +10 New Q2 2026 Aug 18, 2026
Bogart Wealth, LLC History New 9 1 0.0% — 608 +9 New Q2 2026 Jul 24, 2026
JPL Wealth Management, LLC History Added to 9 1 0.0% — 604 +5 125.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History Added to 12 1 0.0% — 600 +4 50.0% Q2 2026 Jul 23, 2026
SouthState Bank Corp History No change 10 1 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 06, 2026
Dunhill Financial, LLC History No change 11 1 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 07, 2026
Arlington Trust Co LLC History No change 11 1 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 07, 2026
Burk Holdings LLC History No change 13 1 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 12, 2026
Basepoint Wealth LLC History No change 10 1 0.0% 0.0% 606 0 0.0% Q2 2026 Aug 10, 2026
RUSH ISLAND MANAGEMENT, LP History Closed out 0 0 — 4.55% — -638,538 -100.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 — 0.03% — -597,689 -100.0% Q2 2026 Aug 14, 2026
NAN FUNG TRINITY (HK) Ltd History Closed out 0 0 — 0.75% — -64,000 -100.0% Q2 2026 Jul 24, 2026
Sophron Capital Management L.P. History Closed out 0 0 — 1.1% — -35,021 -100.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History Closed out 0 0 — 0.01% — -21,472 -100.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History Closed out 0 0 — 0.0% — -18,791 -100.0% Q2 2026 Aug 14, 2026
Portfolio Design Labs, LLC History Closed out 0 0 — 0.18% — -9,562 -100.0% Q2 2026 Aug 11, 2026
Ascent Group, LLC History Closed out 0 0 — 0.03% — -8,022 -100.0% Q2 2026 Aug 03, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.14% — -8,000 -100.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History Closed out 0 0 — 0.01% — -7,750 -100.0% Q2 2026 Jul 15, 2026
STOREBRAND ASSET MANAGEMENT AS History Closed out 0 0 — 0.0% — -6,854 -100.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.04% — -4,790 -100.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -4,603 -100.0% Q2 2026 Jul 13, 2026
Abel Hall, LLC History Closed out 0 0 — 0.1% — -4,361 -100.0% Q2 2026 Jul 24, 2026
Freestone Grove Partners LP History Closed out 0 0 — 0.0% — -4,065 -100.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History Closed out 0 0 — 0.0% — -3,790 -100.0% Q2 2026 Aug 03, 2026
Calamos Advisors LLC History Closed out 0 0 — 0.0% — -3,293 -100.0% Q2 2026 Jul 31, 2026
Calamos Wealth Management LLC History Closed out 0 0 — 0.01% — -3,293 -100.0% Q2 2026 Jul 31, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — 0.01% — -3,093 -100.0% Q2 2026 Aug 14, 2026
PATTON FUND MANAGEMENT, INC. History Closed out 0 0 — 0.04% — -2,333 -100.0% Q2 2026 Jul 13, 2026
Phocas Financial Corp. History Closed out 0 0 — 0.04% — -2,313 -100.0% Q2 2026 Jul 30, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.01% — -2,285 -100.0% Q2 2026 Aug 14, 2026
EVOKE WEALTH, LLC History Closed out 0 0 — 0.0% — -2,251 -100.0% Q2 2026 Aug 10, 2026
EARNED WEALTH ADVISORS, LLC History Closed out 0 0 — 0.02% — -2,174 -100.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 — 0.0% — -2,143 -100.0% Q2 2026 Aug 13, 2026
CenterStar Asset Management, LLC History Closed out 0 0 — 0.03% — -1,973 -100.0% Q2 2026 Aug 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -1,949 -100.0% Q2 2026 Jul 22, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Closed out 0 0 — 0.0% — -1,947 -100.0% Q2 2026 Aug 14, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.04% — -1,394 -100.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — 0.02% — -518 -100.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -360 -100.0% Q2 2026 Aug 12, 2026
DAGCO, INC. History Closed out 0 0 — 0.01% — -350 -100.0% Q2 2026 Jul 10, 2026
Clarity Asset Management, Inc. History Closed out 0 0 — 0.02% — -290 -100.0% Q2 2026 Jul 16, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -216 -100.0% Q2 2026 Jul 29, 2026
Itau Unibanco Holding S.A. History Closed out 0 0 — 0.0% — -199 -100.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History Closed out 0 0 — 0.0% — -126 -100.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.01% — -117 -100.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -85 -100.0% Q2 2026 Aug 13, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.0% — -67 -100.0% Q2 2026 Aug 05, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -32 -100.0% Q2 2026 Aug 04, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -20 -100.0% Q2 2026 Jul 20, 2026
Elequin Capital, LP History Closed out 0 0 — 0.0% — -18 -100.0% Q2 2026 Aug 13, 2026
Clayton Financial Group LLC History Closed out 0 0 — 0.0% — -14 -100.0% Q2 2026 Jul 20, 2026
Legacy Wealth Managment, LLC/ID History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Aug 13, 2026
Intentional Wealth Strategies, LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q2 2026 Jul 28, 2026
Synergy Investment Management, LLC History Closed out 0 0 — — — -8 -100.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — — — -7 -100.0% Q2 2026 Aug 10, 2026
Provenance Wealth Advisors, LLC History New 5 0 — — — +5 New Q2 2026 Jul 24, 2026
JFS WEALTH ADVISORS, LLC History New 4 0 — — — +4 New Q2 2026 Jul 10, 2026
SHP Wealth Management History New 3 0 — — — +3 New Q2 2026 Aug 11, 2026
Transamerica Financial Advisors, LLC History Added to 3 0 — — — +2 200.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History New 2 0 — — — +2 New Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History New 2 0 — — — +2 New Q2 2026 Jul 29, 2026
Napier Financial, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Jul 31, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Silicon Valley Capital Partners History No change 1 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Quaker Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 5 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Colonial Trust Co / SC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Tidemark, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Caitlin John, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Private Wealth Management Group, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
American Capital Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Principia Wealth Advisory, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Clark Wealth Partners History No change 7 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 30, 2026