FORWARD AIR CORP - FWRD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
CLEARLAKE CAPITAL GROUP, L.P. History No change 3,825,000 51,675 9.78% 9.78% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,774,600 37,484 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 2,008,264 27,131 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Bracebridge Capital, LLC History No change 1,404,913 18,980 0.34% 0.34% 4 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,169,316 15,797 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,145,760 15,479 0.41% 0.41% 6 0 0.0% Q2 2026 Jul 31, 2026
D. E. Shaw & Co., Inc. History No change 1,099,305 14,851 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 1,072,138 14,484 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 819,058 11,065 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 785,954 10,618 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 706,620 9,546 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 615,958 8,321 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 613,841 8,292 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 596,864 8,063 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 581,416 7,856 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 579,828 7,833 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 22, 2026
Qube Research & Technologies Ltd History No change 565,049 7,633 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 468,424 6,328 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 464,489 6,275 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 441,874 5,969 0.0% 0.0% 20 0 0.0% Q2 2026 Sep 02, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 425,287 5,745 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 422,193 5,703 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL History No change 398,551 5,384 0.2% 0.2% 23 0 0.0% Q2 2026 Aug 13, 2026
Diameter Capital Partners LP History No change 350,000 4,728 0.38% 0.38% 24 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 343,130 4,635 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 312,046 4,215 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 300,403 4,060 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 274,517 3,961 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
Mill Road Capital Management LLC History No change 292,250 3,948 1.95% 1.95% 29 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 248,387 3,355 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 221,136 2,987 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 221,124 2,987 0.19% 0.19% 32 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 210,146 2,839 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 195,817 2,645 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 194,766 2,631 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 192,663 2,602 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 190,739 2,576 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
Diametric Capital, LP History No change 189,478 2,559 0.27% 0.27% 38 0 0.0% Q2 2026 Aug 14, 2026
Monarch Alternative Capital LP History No change 189,000 2,553 0.36% 0.36% 39 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 185,756 2,509 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 177,069 2,392 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 176,225 2,380 0.0% 0.0% 42 0 0.0% Q2 2026 Sep 02, 2026
VANGUARD FIDUCIARY TRUST CO History No change 165,204 2,231 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 156,471 2,113 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 150,000 2,026 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 149,756 2,023 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 149,690 2,022 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
PDT Partners, LLC History No change 146,107 1,973 0.1% 0.1% 48 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 145,300 1,963 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
Verition Fund Management LLC History No change 143,488 1,938 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 123,897 1,673 0.14% 0.14% 51 0 0.0% Q2 2026 Aug 07, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 122,703 1,657 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 114,571 1,547 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Carlyle Group Inc. History No change 107,214 1,448 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 07, 2026
AlpInvest Partners B.V. History No change 103,330 1,395 2.33% 2.33% 55 0 0.0% Q2 2026 Aug 07, 2026
Trexquant Investment LP History No change 102,776 1,388 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 101,387 1,369 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 95,873 1,295 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 12, 2026
Y-Intercept (Hong Kong) Ltd History No change 87,100 1,176 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 13, 2026
Aquatic Capital Management LLC History No change 84,225 1,137 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 80,732 1,090 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 77,698 1,049 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
Walleye Trading LLC History No change 77,100 1,041 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 03, 2026
Engineers Gate Manager LP History No change 76,646 1,035 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 76,149 1,028 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Rangeley Capital, LLC History No change 75,100 1,014 0.93% 0.93% 66 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 73,092 987 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 06, 2026
Voleon Capital Management LP History No change 69,108 933 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 67,591 913 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 66,854 903 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 64,194 867 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
New Age Alpha Advisors, LLC History No change 63,100 852 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 62,615 845 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 60,101 811 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 60,000 810 0.05% 0.05% 75 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 59,002 797 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 03, 2026
Freestone Grove Partners LP History No change 56,786 767 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 55,610 751 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 53,537 723 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History No change 51,092 690 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 12, 2026
ADAR1 Capital Management, LLC History No change 48,241 651 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
Marble Bar Asset Management LLP History No change 46,719 631 0.44% 0.44% 82 0 0.0% Q2 2026 Aug 14, 2026
Integrity Financial Corp /WA History No change 46,008 621 0.3% 0.3% 83 0 0.0% Q2 2026 Jul 31, 2026
EntryPoint Capital, LLC History No change 45,080 609 0.15% 0.15% 84 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 44,300 598 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 43,661 589 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 42,485 573 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 38,427 519 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 36,877 499 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 35,035 473 0.01% 0.01% 90 0 0.0% Q2 2026 Jul 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 28,110 469 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History No change 33,550 453 0.04% 0.04% 92 0 0.0% Q2 2026 Jul 20, 2026
WINTON GROUP Ltd History No change 30,067 406 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 07, 2026
Entropy Technologies, LP History No change 30,116 406 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 29,786 402 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 11, 2026
Brevan Howard Capital Management LP History No change 29,635 400 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 28,473 380 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
FIRST CITIZENS BANK & TRUST CO History No change 26,923 363 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 13, 2026
CITIGROUP INC History No change 26,261 354 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
Envestnet Portfolio Solutions, Inc. History No change 25,807 348 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 25,735 347 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 24,955 337 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 23,943 324 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 22,593 305 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 04, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 22,436 303 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 24, 2026
WELLS FARGO & COMPANY/MN History No change 21,875 295 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth, LLC/TN History No change 22,394 282 0.14% 0.14% 107 0 0.0% Q2 2026 Jul 29, 2026
Legal & General Group Plc History No change 18,575 250 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 17,600 237 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 15,867 214 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
ALLSTATE CORP History No change 15,107 204 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Scientech Research LLC History No change 14,929 201 0.16% 0.16% 112 0 0.0% Q2 2026 Aug 14, 2026
ARISTEIA CAPITAL, L.L.C. History No change 14,789 199 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 14,200 191 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
Catalyst Funds Management Pty Ltd History No change 13,600 183 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 13,352 180 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 12,985 175 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 27, 2026
MetLife Investment Management, LLC History No change 12,654 170 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 12,347 166 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 12,270 165 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 12, 2026
Persistent Asset Partners Ltd History No change 10,977 148 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,638 143 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 9,367 126 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History No change 8,600 116 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Global Advisers, LLC History No change 8,616 116 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 8,454 114 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History No change 8,495 114 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 20, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,017 108 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 29, 2026
Covestor Ltd History No change 7,969 107 0.06% 0.06% 129 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 7,551 102 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 06, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 6,565 88 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,725 77 0.0% 0.0% 132 0 0.0% Q2 2026 Jul 23, 2026
Vanguard Investments Australia, Ltd. History No change 5,618 75 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 5,147 69 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History No change 5,090 68 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 4,759 64 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 4,199 51 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,633 49 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 3,664 49 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
Caitong International Asset Management Co., Ltd History No change 2,154 29 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 04, 2026
Ameritas Investment Partners, Inc. History No change 1,771 23 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 1,412 19 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,267 17 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,277 17 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 17, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,156 15 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 788 10 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 734 9 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 658 8 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
EMERALD ADVISERS, LLC History No change 585 7 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
Nykredit A/S History No change 592 7 0.0% 0.0% 150 0 0.0% Q2 2026 Sep 08, 2026
Rockefeller Capital Management L.P. History No change 458 6 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 500 6 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 328 5 0.0% 0.0% 154 +235 252.69% Q3 2026 Oct 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 351 5 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 436 5 0.0% 0.0% 155 0 0.0% Q2 2026 Jul 17, 2026
North Star Investment Management Corp. History No change 260 3 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 28, 2026
EverSource Wealth Advisors, LLC History No change 283 3 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History No change 232 3 0.0% 0.0% 158 0 0.0% Q3 2026 Oct 01, 2026
Quarry LP History No change 223 3 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Owl Creek Wealth Partners LLC History No change 230 3 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD BANCORP History No change 128 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 125 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History No change 81 1 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 28, 2026
Optiver Holding B.V. History No change 112 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 100 1 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Basepoint Wealth LLC History No change 100 1 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 10, 2026
Nvest Wealth Strategies, Inc. History No change 120 1 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 10, 2026
Cornerstone Financial Management LLC History No change 80 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 28, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 15 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 30 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 65 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
IFP Advisors, Inc History No change 8 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Bogart Wealth, LLC History No change 54 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Salomon & Ludwin, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SBI Securities Co., Ltd. History No change 25 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 32 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Smartleaf Asset Management LLC History No change 34 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 39 0 — — — 0 0.0% Q2 2026 Aug 10, 2026