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 | No change | 4,097,274 | 158,892 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortress Investment Group LLC | History | No change | 2,196,449 | 85,178 | 16.05% | 16.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANYON CAPITAL ADVISORS LLC | History | No change | 1,931,052 | 74,886 | 8.49% | 8.49% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,894,135 | 73,454 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,319,161 | 51,157 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 1,151,160 | 44,641 | 31.26% | 31.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 949,489 | 36,821 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 828,150 | 31,974 | 0.01% | 0.01% | 8 | +88,447 | 11.96% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 676,961 | 26,257 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stelac Advisory Services LLC | History | No change | 623,704 | 24,187 | 4.51% | 4.51% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 623,683 | 24,186 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 623,236 | 24,169 | 2.31% | 2.31% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 525,768 | 20,389 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 405,946 | 15,742 | 2.87% | 2.87% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 373,937 | 14,501 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 351,690 | 13,640 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 347,747 | 13,485 | 4.77% | 4.77% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 333,000 | 12,913 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 315,476 | 12,234 | 0.19% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 290,275 | 11,256 | 0.4% | 0.4% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 276,717 | 10,089 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANC FUNDS CO LLC | History | No change | 238,031 | 9,230 | 1.52% | 1.52% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 236,526 | 9,172 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 229,279 | 8,891 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 220,578 | 8,554 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 209,893 | 8,139 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 188,389 | 7,305 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 175,872 | 6,820 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Merchant Capital LLC | History | New | 152,525 | 5,888 | 91.1% | — | 29 | +152,525 | New | Q3 2026 | Nov 04, 2026 |
| Empowered Funds, LLC | History | No change | 124,995 | 4,847 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 121,277 | 4,703 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | No change | 116,434 | 4,515 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 103,115 | 3,998 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 99,566 | 3,844 | 0.0% | 0.0% | 34 | +18,910 | 23.45% | Q3 2026 | Nov 05, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 98,843 | 3,816 | 1.53% | 1.87% | 35 | -42,144 | -29.89% | Q3 2026 | Oct 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 97,802 | 3,792 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 97,410 | 3,777 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EJF Capital LP | History | No change | 96,926 | 3,758 | 2.51% | 2.51% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 91,383 | 3,543 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gator Capital Management, LLC | History | No change | 91,186 | 3,536 | 0.74% | 0.74% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 90,508 | 3,509 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Access Investment Management LLC | History | Added to | 89,515 | 3,456 | 0.84% | 0.87% | 42 | +2,175 | 2.49% | Q3 2026 | Oct 23, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 85,132 | 3,301 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 81,142 | 3,146 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Maple Capital Management LP | History | No change | 69,544 | 2,696 | 1.53% | 1.53% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 64,332 | 2,494 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 60,912 | 2,362 | 0.89% | 0.89% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 58,496 | 2,268 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 56,493 | 2,190 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 53,100 | 2,059 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 51,745 | 2,006 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 49,204 | 1,899 | 0.0% | 0.0% | 52 | +6,933 | 16.4% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,835 | 1,816 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 43,024 | 1,668 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 36,629 | 1,420 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 34,992 | 1,356 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 32,224 | 1,244 | 0.03% | 0.02% | 57 | +14,559 | 82.42% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 31,123 | 1,206 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| RHUMBLINE ADVISERS | History | No change | 30,720 | 1,191 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 29,309 | 1,134 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 28,195 | 1,093 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 25,833 | 1,001 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,687 | 957 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 23,870 | 925 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLC Capital Advisors | History | No change | 23,826 | 923 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 23,892 | 922 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 23,387 | 906 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 23,293 | 903 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 21,739 | 843 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oppenheimer & Close, LLC | History | No change | 21,150 | 820 | 0.52% | 0.52% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,129 | 819 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,170 | 743 | 0.0% | 0.0% | 73 | +753 | 4.09% | Q3 2026 | Nov 04, 2026 |
| Numerai GP LLC | History | No change | 19,185 | 743 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 19,078 | 739 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 18,303 | 709 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 17,903 | 694 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,721 | 687 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 14,953 | 577 | 0.0% | 0.0% | 78 | -545 | -3.52% | Q3 2026 | Nov 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,769 | 572 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,502 | 562 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,051 | 544 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BARR E S & CO | History | No change | 14,000 | 542 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 14,004 | 540 | 0.0% | 0.0% | 83 | +550 | 4.09% | Q3 2026 | Nov 02, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 13,867 | 537 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 13,544 | 525 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,341 | 517 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Walleye Capital LLC | History | No change | 13,222 | 512 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | No change | 13,034 | 505 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Reduced | 12,795 | 494 | 0.02% | 0.09% | 89 | -36,028 | -73.79% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,347 | 478 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 12,308 | 477 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,558 | 448 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,472 | 444 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Reduced | 10,000 | 394 | 0.28% | 0.41% | 94 | -6,000 | -37.5% | Q3 2026 | Oct 15, 2026 |
| Squarepoint Ops LLC | History | No change | 9,926 | 384 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 9,073 | 352 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,086 | 352 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,600 | 333 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELCO Management Co., LLC | History | Added to | 8,623 | 332 | 0.16% | 0.12% | 99 | +1,500 | 21.06% | Q3 2026 | Oct 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,481 | 328 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 8,403 | 325 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 8,173 | 315 | 0.03% | 0.04% | 102 | -2,275 | -21.77% | Q3 2026 | Nov 02, 2026 |
| Quantbot Technologies LP | History | No change | 8,024 | 311 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 8,004 | 309 | 0.01% | 0.0% | 104 | +7,502 | 1494.42% | Q3 2026 | Oct 22, 2026 |
| WINTON GROUP Ltd | History | No change | 7,700 | 298 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,348 | 284 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Reduced | 7,144 | 275 | 0.0% | 0.0% | 107 | -156 | -2.14% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,663 | 258 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,608 | 256 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 6,514 | 252 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 6,498 | 251 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,461 | 250 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,312 | 244 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,233 | 240 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,197 | 240 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 6,165 | 239 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 5,872 | 227 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Voleon Capital Management LP | History | No change | 5,839 | 226 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,687 | 220 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,247 | 203 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,527 | 175 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,261 | 87 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,216 | 85 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,943 | 75 | 0.0% | — | 125 | +1,943 | New | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,961 | 75 | 0.01% | 0.0% | 124 | +1,533 | 358.18% | Q3 2026 | Oct 01, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,838 | 71 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,439 | 55 | 0.0% | 0.0% | 127 | +1,118 | 348.29% | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,241 | 47 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 806 | 31 | 0.0% | 0.0% | 130 | -19 | -2.3% | Q3 2026 | Oct 08, 2026 |
| Westend Capital Management, LLC | History | No change | 804 | 31 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 780 | 30 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 727 | 28 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 683 | 26 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 546 | 21 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 358 | 13 | 0.0% | 0.0% | 135 | -37 | -9.37% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 334 | 12 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 273 | 11 | 0.01% | 0.01% | 137 | -16 | -5.54% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 258 | 10 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 246 | 9 | 0.0% | 0.0% | 139 | -4 | -1.6% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 210 | 8 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 197 | 7 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | Added to | 149 | 5 | 0.0% | 0.0% | 142 | +19 | 14.62% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 138 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 113 | 4 | 0.0% | 0.0% | 145 | +16 | 16.49% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 109 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 100 | 3 | 0.0% | — | 149 | +100 | New | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Added to | 82 | 3 | 0.0% | 0.0% | 148 | +53 | 182.76% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 79 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 29 | 1 | 0.0% | 0.0% | 155 | -89 | -75.42% | Q3 2026 | Nov 05, 2026 |
| Parkside Financial Bank & Trust | History | New | 45 | 1 | 0.0% | — | 156 | +45 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 154 | +16 | 53.33% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 28 | 1 | 0.0% | 0.0% | 152 | +1 | 3.7% | Q3 2026 | Oct 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 42 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -21,400 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -18,605 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Ascentis Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Kilter Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |