FIRSTSUN CAPITAL BANCORP - FSUN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 4,097,274 | 158,892 | 0.03% | 0.02% | 1 | +1,216,889 | 42.25% | Q2 2026 | Aug 14, 2026 |
| Fortress Investment Group LLC | History | New | 2,196,449 | 85,178 | 16.05% | — | 2 | +2,196,449 | New | Q2 2026 | Aug 14, 2026 |
| CANYON CAPITAL ADVISORS LLC | History | New | 1,931,052 | 74,886 | 8.49% | — | 3 | +1,931,052 | New | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,894,135 | 73,454 | 0.0% | 0.0% | 4 | +1,006,903 | 113.49% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,319,161 | 51,157 | 0.0% | 0.0% | 5 | +704,099 | 114.48% | Q2 2026 | Aug 13, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | New | 1,151,160 | 44,641 | 31.26% | — | 6 | +1,151,160 | New | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 949,489 | 36,821 | 0.0% | 0.0% | 7 | +419,532 | 79.16% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 739,703 | 28,685 | 0.01% | 0.0% | 8 | +341,341 | 85.69% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 676,961 | 26,257 | 0.0% | 0.0% | 9 | +366,994 | 118.4% | Q2 2026 | Aug 12, 2026 |
| Stelac Advisory Services LLC | History | No change | 623,704 | 24,187 | 4.51% | 4.6% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 623,683 | 24,186 | 0.0% | 0.0% | 11 | +469,951 | 305.69% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 623,236 | 24,169 | 2.31% | 1.59% | 12 | +163,835 | 35.66% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 525,768 | 20,389 | 0.0% | 0.0% | 13 | +310,638 | 144.4% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 405,946 | 15,742 | 2.87% | 0.44% | 14 | +344,000 | 555.32% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 373,937 | 14,501 | 0.04% | 0.02% | 15 | +206,419 | 123.22% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 351,690 | 13,640 | 0.0% | 0.0% | 16 | +200,698 | 132.92% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 347,747 | 13,485 | 4.77% | 1.93% | 17 | +211,422 | 155.09% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 333,000 | 12,913 | 0.1% | — | 18 | +333,000 | New | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 315,476 | 12,234 | 0.19% | 0.08% | 19 | +194,151 | 160.03% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 290,275 | 11,256 | 0.4% | — | 20 | +290,275 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 276,717 | 10,089 | 0.0% | 0.0% | 21 | +20,671 | 8.07% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | Added to | 238,031 | 9,230 | 1.52% | 1.14% | 22 | +69,542 | 41.27% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 236,526 | 9,172 | 0.0% | 0.0% | 23 | +67,245 | 39.72% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 229,279 | 8,891 | 0.0% | 0.0% | 24 | +119,397 | 108.66% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 220,578 | 8,554 | 0.0% | 0.0% | 25 | +127,822 | 137.8% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 209,893 | 8,139 | 0.0% | 0.0% | 26 | +113,062 | 116.76% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 188,389 | 7,305 | 0.13% | 0.13% | 27 | +4,585 | 2.49% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 175,872 | 6,820 | 0.0% | 0.0% | 28 | +104,572 | 146.66% | Q2 2026 | Aug 13, 2026 |
| SALZHAUER MICHAEL | History | Added to | 140,987 | 5,467 | 1.87% | 2.42% | 29 | +27 | 0.02% | Q2 2026 | Jul 20, 2026 |
| Empowered Funds, LLC | History | Added to | 124,995 | 4,847 | 0.03% | 0.03% | 30 | +4,585 | 3.81% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 121,277 | 4,703 | 0.0% | 0.0% | 31 | +44,561 | 58.09% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | Added to | 116,434 | 4,515 | 0.02% | 0.01% | 32 | +92,305 | 382.55% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 103,115 | 3,998 | 0.0% | 0.0% | 33 | +3,478 | 3.49% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 97,802 | 3,792 | 0.0% | 0.01% | 34 | -216,042 | -68.84% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 97,410 | 3,777 | 0.0% | 0.0% | 35 | +69,517 | 249.23% | Q2 2026 | Aug 13, 2026 |
| EJF Capital LP | History | New | 96,926 | 3,758 | 2.51% | — | 36 | +96,926 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 91,383 | 3,543 | 0.0% | 0.0% | 37 | -15,512 | -14.51% | Q2 2026 | Aug 13, 2026 |
| Gator Capital Management, LLC | History | New | 91,186 | 3,536 | 0.74% | — | 38 | +91,186 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,508 | 3,509 | 0.0% | 0.0% | 39 | -70,204 | -43.68% | Q2 2026 | Sep 02, 2026 |
| Access Investment Management LLC | History | Added to | 87,340 | 3,387 | 0.87% | 0.52% | 40 | +33,615 | 62.57% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 85,132 | 3,301 | 0.02% | 0.01% | 41 | +55,710 | 189.35% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 81,142 | 3,146 | 0.07% | — | 42 | +81,142 | New | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 80,656 | 3,127 | 0.0% | 0.0% | 43 | +36,069 | 80.9% | Q2 2026 | Aug 06, 2026 |
| Black Maple Capital Management LP | History | Added to | 69,544 | 2,696 | 1.53% | 0.17% | 44 | +61,204 | 733.86% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | New | 64,332 | 2,494 | 0.12% | — | 45 | +64,332 | New | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 60,912 | 2,362 | 0.89% | 0.86% | 46 | +2,590 | 4.44% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | Added to | 58,496 | 2,268 | 0.0% | 0.0% | 47 | +39,142 | 202.24% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,493 | 2,190 | 0.0% | 0.0% | 48 | +12,645 | 28.84% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 53,100 | 2,059 | 0.0% | 0.0% | 49 | +2,000 | 3.91% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 51,745 | 2,006 | 0.0% | 0.0% | 50 | +2,768 | 5.65% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 48,823 | 1,893 | 0.09% | — | 51 | +48,823 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,835 | 1,816 | 0.0% | 0.0% | 52 | +34,677 | 285.22% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 43,024 | 1,668 | 0.0% | 0.0% | 53 | -1,807 | -4.03% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 42,271 | 1,639 | 0.0% | 0.0% | 54 | +17,335 | 69.52% | Q2 2026 | Aug 03, 2026 |
| GABELLI FUNDS LLC | History | New | 36,629 | 1,420 | 0.01% | — | 55 | +36,629 | New | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | Added to | 34,992 | 1,356 | 0.01% | 0.0% | 56 | +26,064 | 291.94% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 31,123 | 1,206 | 0.0% | 0.0% | 57 | +19,655 | 171.39% | Q2 2026 | Aug 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 30,720 | 1,191 | 0.0% | 0.0% | 58 | +18,069 | 142.83% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Added to | 29,309 | 1,134 | 0.0% | 0.0% | 59 | +20,445 | 230.65% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,195 | 1,093 | 0.0% | 0.0% | 60 | +14,584 | 107.15% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 25,833 | 1,001 | 0.0% | 0.0% | 61 | -65,446 | -71.7% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,687 | 957 | 0.0% | 0.0% | 62 | +14,815 | 150.07% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | New | 23,892 | 926 | 0.06% | — | 63 | +23,892 | New | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 23,870 | 925 | 0.0% | 0.0% | 64 | -4,821 | -16.8% | Q2 2026 | Aug 13, 2026 |
| FLC Capital Advisors | History | New | 23,826 | 923 | 0.15% | — | 65 | +23,826 | New | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 23,387 | 906 | 0.0% | — | 66 | +23,387 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 23,293 | 903 | 0.0% | 0.0% | 67 | -11,447 | -32.95% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,739 | 843 | 0.02% | 0.01% | 68 | +7,253 | 50.07% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 21,400 | 829 | 0.0% | 0.0% | 69 | +8,800 | 69.84% | Q2 2026 | Jul 30, 2026 |
| Oppenheimer & Close, LLC | History | No change | 21,150 | 820 | 0.52% | 0.49% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,129 | 819 | 0.0% | 0.0% | 71 | -15,745 | -42.7% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Added to | 19,185 | 743 | 0.06% | 0.04% | 72 | +7,865 | 69.48% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 19,078 | 739 | 0.0% | — | 73 | +19,078 | New | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 18,417 | 733 | 0.0% | 0.0% | 74 | +588 | 3.3% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 18,605 | 721 | 0.01% | 0.01% | 75 | -2,322 | -11.1% | Q2 2026 | Jul 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 18,303 | 709 | 0.01% | 0.01% | 76 | +10,298 | 128.64% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 17,903 | 694 | 0.0% | 0.0% | 77 | +509 | 2.93% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,721 | 687 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 17,665 | 685 | 0.02% | — | 79 | +17,665 | New | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,498 | 601 | 0.0% | 0.0% | 80 | +5,539 | 55.62% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,769 | 572 | 0.0% | 0.0% | 81 | +8,261 | 126.94% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,502 | 562 | 0.0% | 0.0% | 82 | +6,693 | 85.71% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | Reduced | 16,000 | 561 | 0.41% | 0.47% | 83 | -370 | -2.26% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,051 | 544 | 0.0% | 0.0% | 84 | +4,150 | 41.91% | Q2 2026 | Aug 19, 2026 |
| BARR E S & CO | History | Reduced | 14,000 | 542 | 0.03% | 0.03% | 85 | -1,000 | -6.67% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 13,867 | 537 | 0.01% | 0.0% | 86 | +5,719 | 70.19% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 13,544 | 525 | 0.01% | 0.0% | 87 | +3,804 | 39.06% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 13,454 | 521 | 0.0% | — | 88 | +13,454 | New | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | New | 13,341 | 517 | 0.0% | — | 89 | +13,341 | New | Q2 2026 | Aug 27, 2026 |
| Walleye Capital LLC | History | New | 13,222 | 512 | 0.0% | — | 90 | +13,222 | New | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | New | 13,034 | 505 | 0.0% | — | 91 | +13,034 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,347 | 478 | 0.0% | 0.0% | 92 | +10,623 | 616.18% | Q2 2026 | Aug 06, 2026 |
| Polymer Capital Management (US) LLC | History | New | 12,308 | 477 | 0.06% | — | 93 | +12,308 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,558 | 448 | 0.0% | 0.0% | 94 | +5,891 | 103.95% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,472 | 444 | 0.0% | 0.0% | 95 | +5,469 | 91.1% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | New | 10,448 | 405 | 0.04% | — | 96 | +10,448 | New | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 9,926 | 384 | 0.0% | 0.0% | 97 | -4,485 | -31.12% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 9,086 | 352 | 0.0% | 0.0% | 99 | +5,000 | 122.37% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 9,073 | 352 | 0.0% | 0.0% | 98 | +3,695 | 68.71% | Q2 2026 | Aug 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,600 | 333 | 0.0% | 0.0% | 100 | +5,900 | 218.52% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 8,481 | 328 | 0.0% | 0.0% | 101 | +4,481 | 112.03% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,403 | 325 | 0.0% | — | 102 | +8,403 | New | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,024 | 311 | 0.01% | 0.02% | 103 | -6,636 | -45.27% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | New | 7,700 | 298 | 0.01% | — | 104 | +7,700 | New | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,348 | 284 | 0.0% | 0.0% | 105 | +3,643 | 98.33% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 7,300 | 283 | 0.0% | 0.0% | 106 | +41 | 0.56% | Q2 2026 | Aug 07, 2026 |
| ELCO Management Co., LLC | History | New | 7,123 | 276 | 0.12% | — | 107 | +7,123 | New | Q2 2026 | Aug 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,548 | 275 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,663 | 258 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,608 | 256 | 0.0% | — | 110 | +6,608 | New | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | New | 6,514 | 252 | 0.0% | — | 111 | +6,514 | New | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | New | 6,498 | 251 | 0.0% | — | 112 | +6,498 | New | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 6,461 | 250 | 0.0% | — | 113 | +6,461 | New | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,312 | 244 | 0.0% | 0.0% | 114 | +6,254 | 10782.76% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,233 | 241 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 6,197 | 240 | 0.0% | 0.01% | 116 | -9,059 | -59.38% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 6,165 | 239 | 0.0% | — | 117 | +6,165 | New | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | New | 5,872 | 227 | 0.0% | — | 118 | +5,872 | New | Q2 2026 | Aug 10, 2026 |
| Voleon Capital Management LP | History | Added to | 5,839 | 226 | 0.0% | 0.0% | 119 | +99 | 1.72% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 5,687 | 220 | 0.0% | 0.0% | 120 | -10,815 | -65.54% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 5,247 | 203 | 0.0% | — | 121 | +5,247 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 4,527 | 175 | 0.0% | 0.0% | 122 | +2,367 | 109.58% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,261 | 87 | 0.0% | 0.0% | 123 | +1,208 | 114.72% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,216 | 85 | 0.0% | 0.0% | 124 | +1,418 | 177.69% | Q2 2026 | Aug 11, 2026 |
| Amova Asset Management Americas, Inc. | History | New | 1,838 | 71 | 0.0% | — | 125 | +1,838 | New | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,241 | 48 | 0.0% | 0.0% | 126 | +1,045 | 533.16% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 884 | 32 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westend Capital Management, LLC | History | New | 804 | 31 | 0.01% | — | 129 | +804 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 825 | 31 | 0.0% | 0.0% | 128 | -104 | -11.19% | Q2 2026 | Jul 17, 2026 |
| Millstone Evans Group, LLC | History | New | 780 | 30 | 0.02% | — | 130 | +780 | New | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 727 | 28 | 0.0% | 0.0% | 131 | -549 | -43.03% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 683 | 26 | 0.0% | 0.0% | 132 | +622 | 1019.67% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 546 | 21 | 0.0% | 0.0% | 133 | +392 | 254.55% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 502 | 19 | 0.0% | 0.0% | 134 | -6,534 | -92.87% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 428 | 16 | 0.0% | 0.0% | 135 | +153 | 55.64% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | New | 395 | 15 | 0.0% | — | 136 | +395 | New | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Added to | 334 | 12 | 0.0% | 0.0% | 137 | +296 | 778.95% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 321 | 12 | 0.0% | 0.0% | 138 | +216 | 205.71% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 289 | 12 | 0.01% | 0.01% | 139 | +40 | 16.06% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 258 | 10 | 0.0% | — | 140 | +258 | New | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 250 | 9 | 0.0% | 0.0% | 141 | +220 | 733.33% | Q2 2026 | Jul 07, 2026 |
| Rockefeller Capital Management L.P. | History | New | 210 | 8 | 0.0% | — | 142 | +210 | New | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 197 | 7 | 0.0% | — | 143 | +197 | New | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | New | 140 | 5 | 0.0% | — | 146 | +140 | New | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 138 | 5 | 0.0% | — | 145 | +138 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 130 | 5 | 0.0% | — | 144 | +118 | 983.33% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 118 | 4 | 0.0% | — | 148 | +118 | New | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | New | 109 | 4 | 0.0% | — | 147 | +109 | New | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 97 | 3 | 0.0% | — | 149 | +85 | 708.33% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 79 | 3 | 0.0% | — | 150 | +79 | New | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 76 | 2 | 0.0% | — | 151 | +76 | New | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | New | 50 | 1 | 0.0% | — | 155 | +50 | New | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 42 | 1 | 0.0% | — | 154 | +42 | New | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 30 | 1 | 0.0% | — | 157 | +30 | New | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 27 | 1 | 0.0% | — | 156 | +27 | New | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 153 | -18 | -38.3% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | Added to | 30 | 1 | 0.0% | — | 152 | +9 | 42.86% | Q2 2026 | Jul 16, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -88,518 | -100.0% | Q2 2026 | Jul 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,003 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -44,090 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,615 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,343 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,602 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,284 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,028 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,099 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,171 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,396 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,794 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,364 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,514 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,135 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,054 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,150 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,468 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sagefield Capital LP | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8 | 0 | — | — | — | -8 | -50.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q2 2026 | Jul 20, 2026 |
| DecisionPoint Financial, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |