G39104107

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
FMR LLC History New 19,537,900 511,892 0.02% — 1 +19,537,900 New Q3 2026 Nov 10, 2026
Allspring Global Investments Holdings, LLC History New 12,077,570 320,055 0.5% — 2 +12,077,570 New Q3 2026 Nov 04, 2026
DIMENSIONAL FUND ADVISORS LP History New 12,112,462 317,356 0.06% — 3 +12,112,462 New Q3 2026 Nov 04, 2026
STATE STREET CORP History New 8,227,108 215,550 0.01% — 4 +8,227,108 New Q3 2026 Nov 12, 2026
FIDUCIARY MANAGEMENT INC /WI/ History No change 6,189,245 173,113 2.46% 2.46% 5 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History New 4,368,990 114,498 0.01% — 6 +4,368,990 New Q3 2026 Nov 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 3,085,205 80,832 0.07% — 7 +3,085,205 New Q3 2026 Nov 10, 2026
Channing Capital Management, LLC History New 3,025,054 79,256 2.08% — 8 +3,025,054 New Q3 2026 Nov 02, 2026
Van Berkom & Associates Inc. History New 2,934,546 76,885 2.74% — 9 +2,934,546 New Q3 2026 Nov 04, 2026
VICTORY CAPITAL MANAGEMENT INC History New 2,542,923 66,624 0.04% — 10 +2,542,923 New Q3 2026 Nov 10, 2026
Bank of New York Mellon Corp History New 2,391,486 62,656 0.01% — 11 +2,391,486 New Q3 2026 Nov 05, 2026
UBS Group AG History New 2,141,556 56,108 0.01% — 12 +2,141,556 New Q3 2026 Nov 10, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 1,632,415 45,658 0.81% 0.81% 13 0 0.0% Q2 2026 Aug 14, 2026
CRAMER ROSENTHAL MCGLYNN LLC History No change 1,596,973 44,667 2.26% 2.26% 14 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History New 1,287,710 33,738 0.01% — 15 +1,287,710 New Q3 2026 Nov 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 1,294,218 33,177 0.07% — 16 +1,294,218 New Q3 2026 Nov 10, 2026
Paradice Investment Management LLC History New 1,258,095 32,962 5.55% — 17 +1,258,095 New Q3 2026 Oct 19, 2026
SEI INVESTMENTS CO History New 1,217,435 31,896 0.03% — 18 +1,217,435 New Q3 2026 Nov 10, 2026
PRINCIPAL FINANCIAL GROUP INC History New 1,201,058 31,467 0.02% — 19 +1,201,058 New Q3 2026 Nov 02, 2026
Leeward Investments, LLC - MA History New 1,009,225 26,441 1.34% — 20 +1,009,225 New Q3 2026 Oct 23, 2026
Penn Capital Management Company, LLC History New 774,993 20,342 1.48% — 21 +774,993 New Q3 2026 Nov 04, 2026
HEARTLAND ADVISORS INC History New 764,321 20,025 0.96% — 22 +764,321 New Q3 2026 Nov 10, 2026
Impax Asset Management Group plc History New 752,713 19,721 0.15% — 23 +752,713 New Q3 2026 Nov 10, 2026
First Eagle Investment Management, LLC History New 638,000 16,715 0.03% — 24 +638,000 New Q3 2026 Nov 10, 2026
CITIGROUP INC History New 620,166 16,248 0.01% — 25 +620,166 New Q3 2026 Nov 04, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 616,799 16,160 0.28% — 26 +616,799 New Q3 2026 Oct 13, 2026
Swiss National Bank History New 513,600 13,456 0.01% — 27 +513,600 New Q3 2026 Nov 12, 2026
RHUMBLINE ADVISERS History New 469,900 12,311 0.01% — 28 +469,900 New Q3 2026 Nov 10, 2026
DEUTSCHE BANK AG\ History New 398,691 10,445 0.0% — 29 +398,691 New Q3 2026 Nov 06, 2026
LSV ASSET MANAGEMENT History New 393,400 10,307 0.02% — 30 +393,400 New Q3 2026 Nov 06, 2026
STRS OHIO History New 387,496 10,152 0.04% — 31 +387,496 New Q3 2026 Oct 30, 2026
Creative Planning History New 374,957 9,823 0.01% — 32 +374,957 New Q3 2026 Nov 02, 2026
COOKE & BIELER LP History New 353,250 9,255 0.15% — 33 +353,250 New Q3 2026 Oct 21, 2026
Handelsbanken Fonder AB History New 336,264 8,810 0.02% — 34 +336,264 New Q3 2026 Nov 09, 2026
GW&K Investment Management, LLC History New 298,150 7,812 0.07% — 35 +298,150 New Q3 2026 Nov 10, 2026
BESSEMER GROUP INC History New 287,401 7,530 0.01% — 36 +287,401 New Q3 2026 Nov 09, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 229,875 6,022 0.02% — 37 +229,875 New Q3 2026 Nov 10, 2026
Squarepoint Ops LLC History New 225,280 5,902 0.01% — 38 +225,280 New Q3 2026 Nov 09, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 185,867 5,198 0.68% 0.68% 39 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History New 185,817 4,868 0.0% — 40 +185,817 New Q3 2026 Nov 06, 2026
AUXIER ASSET MANAGEMENT LLC History No change 165,211 4,620 0.62% 0.62% 41 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History New 175,069 4,586 0.0% — 42 +175,069 New Q3 2026 Nov 06, 2026
State of Alaska, Department of Revenue History New 133,076 3,486 0.04% — 43 +133,076 New Q3 2026 Oct 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 132,147 3,462 0.01% — 44 +132,147 New Q3 2026 Oct 22, 2026
Illinois Municipal Retirement Fund History New 126,389 3,311 0.04% — 45 +126,389 New Q3 2026 Nov 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 119,674 3,162 0.0% — 46 +119,674 New Q3 2026 Nov 09, 2026
Louisiana State Employees Retirement System History New 107,800 2,824 0.04% — 47 +107,800 New Q3 2026 Oct 20, 2026
Police & Firemen's Retirement System of New Jersey History New 106,122 2,780 0.02% — 48 +106,122 New Q3 2026 Nov 09, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 99,006 2,593 0.0% — 49 +99,006 New Q3 2026 Nov 10, 2026
Dean Capital Management History No change 92,219 2,579 0.93% 0.93% 50 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History New 97,203 2,546 0.0% — 51 +97,203 New Q3 2026 Oct 30, 2026
Amundi History New 87,596 2,295 0.0% — 52 +87,596 New Q3 2026 Nov 06, 2026
State of New Jersey Common Pension Fund D History New 86,013 2,253 0.01% — 53 +86,013 New Q3 2026 Nov 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 83,075 2,176 0.02% — 54 +83,075 New Q3 2026 Oct 27, 2026
Savant Capital, LLC History New 79,901 2,093 0.01% — 55 +79,901 New Q3 2026 Nov 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 72,721 1,944 0.0% — 56 +72,721 New Q3 2026 Oct 13, 2026
Arizona State Retirement System History New 71,556 1,874 0.01% — 57 +71,556 New Q3 2026 Nov 03, 2026
AMALGAMATED BANK History New 69,984 1,834 0.01% — 58 +69,984 New Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 69,442 1,819 0.02% — 59 +69,442 New Q3 2026 Oct 22, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 63,934 1,675 0.01% — 60 +63,934 New Q3 2026 Nov 09, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 59,646 1,562 0.01% — 61 +59,646 New Q3 2026 Nov 03, 2026
KLP KAPITALFORVALTNING AS History New 58,800 1,540 0.0% — 62 +58,800 New Q3 2026 Nov 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History New 56,802 1,488 0.02% — 63 +56,802 New Q3 2026 Oct 29, 2026
WINTON GROUP Ltd History New 55,114 1,443 0.06% — 64 +55,114 New Q3 2026 Nov 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 54,697 1,433 0.04% — 65 +54,697 New Q3 2026 Nov 06, 2026
PARK AVENUE SECURITIES LLC History New 53,678 1,406 0.01% — 66 +53,678 New Q3 2026 Oct 26, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 50,090 1,312 0.02% — 67 +50,090 New Q3 2026 Oct 01, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 46,700 1,223 0.06% — 68 +46,700 New Q3 2026 Oct 26, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 45,486 1,191 0.01% — 69 +45,486 New Q3 2026 Nov 09, 2026
Sendero Wealth Management, LLC History New 43,093 1,129 0.11% — 70 +43,093 New Q3 2026 Oct 14, 2026
BANK OF MONTREAL /CAN/ History New 41,017 1,074 0.0% — 71 +41,017 New Q3 2026 Nov 09, 2026
Mitsubishi UFJ Trust & Banking Corp History New 39,061 1,023 0.0% — 72 +39,061 New Q3 2026 Nov 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 38,420 1,006 0.0% — 73 +38,420 New Q3 2026 Nov 04, 2026
Pictet Asset Management Holding SA History New 37,368 979 0.0% — 74 +37,368 New Q3 2026 Nov 03, 2026
US BANCORP \DE\ History New 36,659 960 0.0% — 75 +36,659 New Q3 2026 Nov 05, 2026
Ethic Inc. History New 32,117 841 0.01% — 76 +32,117 New Q3 2026 Nov 03, 2026
Atria Investments, Inc History New 31,514 825 0.01% — 77 +31,514 New Q3 2026 Oct 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 31,379 822 0.01% — 78 +31,379 New Q3 2026 Oct 23, 2026
Gradient Investments LLC History New 31,141 815 0.01% — 79 +31,141 New Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 27,309 715 0.0% — 80 +27,309 New Q3 2026 Nov 06, 2026
TECTONIC ADVISORS LLC History New 26,656 698 0.03% — 81 +26,656 New Q3 2026 Oct 22, 2026
Uncommon Cents Investing Inc History New 25,655 672 0.15% — 82 +25,655 New Q3 2026 Oct 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 24,489 641 0.01% — 83 +24,489 New Q3 2026 Oct 27, 2026
Chicago Partners Investment Group LLC History New 25,356 635 0.01% — 84 +25,356 New Q3 2026 Oct 26, 2026
MACKENZIE FINANCIAL CORP History New 23,167 606 0.0% — 85 +23,167 New Q3 2026 Nov 02, 2026
CHOREO, LLC History New 22,835 598 0.01% — 86 +22,835 New Q3 2026 Oct 28, 2026
MorganRosel Wealth Management, LLC History No change 18,920 529 0.18% 0.18% 87 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History New 19,479 510 0.0% — 88 +19,479 New Q3 2026 Nov 03, 2026
HB Wealth Management, LLC History New 19,377 507 0.0% — 89 +19,377 New Q3 2026 Oct 23, 2026
State of Wyoming History New 19,080 499 0.04% — 90 +19,080 New Q3 2026 Oct 28, 2026
Versant Capital Management, Inc History New 18,307 479 0.04% — 91 +18,307 New Q3 2026 Oct 01, 2026
Covestor Ltd History New 18,301 479 0.31% — 92 +18,301 New Q3 2026 Oct 30, 2026
GAMMA Investing LLC History New 18,208 477 0.02% — 93 +18,208 New Q3 2026 Oct 08, 2026
Jackson Creek Investment Advisors LLC History New 17,941 470 0.16% — 94 +17,941 New Q3 2026 Nov 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 17,527 459 0.01% — 95 +17,527 New Q3 2026 Oct 23, 2026
Swiss Life Asset Management Ltd History New 16,742 438 0.0% — 96 +16,742 New Q3 2026 Nov 03, 2026
Crestwood Advisors Group, LLC History New 16,707 437 0.01% — 97 +16,707 New Q3 2026 Oct 27, 2026
TCI Wealth Advisors, Inc. History New 16,382 429 0.02% — 98 +16,382 New Q3 2026 Oct 30, 2026
PERSONAL CFO SOLUTIONS, LLC History New 16,223 425 0.07% — 99 +16,223 New Q3 2026 Nov 06, 2026
Aaron Wealth Advisors LLC History New 16,130 422 0.02% — 100 +16,130 New Q3 2026 Oct 13, 2026
Inscription Capital, LLC History New 16,077 421 0.05% — 101 +16,077 New Q3 2026 Nov 02, 2026
IMC-Chicago, LLC History New 15,602 408 0.0% — 102 +15,602 New Q3 2026 Nov 05, 2026
Ensign Peak Advisors, Inc History No change 14,256 398 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History New 15,133 396 0.0% — 104 +15,133 New Q3 2026 Nov 05, 2026
Provenance Wealth Advisors, LLC History New 15,125 396 0.02% — 105 +15,125 New Q3 2026 Oct 30, 2026
Riverwater Partners LLC History New 14,855 389 0.11% — 106 +14,855 New Q3 2026 Nov 03, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 14,254 373 0.0% — 107 +14,254 New Q3 2026 Oct 28, 2026
SYON CAPITAL LLC History No change 13,220 369 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History New 14,038 367 0.01% — 109 +14,038 New Q3 2026 Nov 03, 2026
Optas, LLC History New 12,908 338 0.05% — 110 +12,908 New Q3 2026 Nov 06, 2026
Baker Avenue Asset Management, LP History New 12,852 336 0.01% — 111 +12,852 New Q3 2026 Nov 05, 2026
OneDigital Investment Advisors LLC History New 12,347 323 0.0% — 112 +12,347 New Q3 2026 Nov 10, 2026
CERTUITY, LLC History Added to 11,723 307 0.01% 0.01% 113 +2,092 21.72% Q3 2026 Nov 02, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 11,576 303 0.02% — 114 +11,576 New Q3 2026 Nov 03, 2026
Kestra Advisory Services, LLC History New 11,311 296 0.0% — 115 +11,311 New Q3 2026 Nov 02, 2026
Private Advisor Group, LLC History New 11,278 295 0.0% — 116 +11,278 New Q3 2026 Nov 10, 2026
SIGNATUREFD, LLC History New 10,961 287 0.0% — 117 +10,961 New Q3 2026 Oct 23, 2026
HighTower Advisors, LLC History New 10,646 278 0.0% — 118 +10,646 New Q3 2026 Nov 09, 2026
M&T BANK CORP History New 10,582 277 0.0% — 119 +10,582 New Q3 2026 Nov 10, 2026
LECAP ASSET MANAGEMENT LTD History New 10,459 274 0.13% — 120 +10,459 New Q3 2026 Oct 27, 2026
Krilogy Financial LLC History New 10,281 269 0.01% — 121 +10,281 New Q3 2026 Oct 13, 2026
Pallas Capital Advisors LLC History New 10,179 266 0.01% — 122 +10,179 New Q3 2026 Nov 10, 2026
ACADIAN ASSET MANAGEMENT LLC History New 9,669 253 0.0% — 123 +9,669 New Q3 2026 Nov 09, 2026
VIRTUS ADVISERS, LLC History New 9,115 238 0.09% — 124 +9,115 New Q3 2026 Nov 09, 2026
Smartleaf Asset Management LLC History New 8,920 237 0.01% — 125 +8,920 New Q3 2026 Nov 10, 2026
KBC Group NV History New 8,958 235 0.0% — 126 +8,958 New Q3 2026 Oct 22, 2026
AlphaCore Capital LLC History New 8,947 234 0.0% — 127 +8,947 New Q3 2026 Nov 04, 2026
GREAT LAKES ADVISORS, LLC History No change 8,699 227 0.0% 0.0% 128 0 0.0% Q3 2026 Nov 06, 2026
Quent Capital, LLC History Reduced 9,296 223 0.01% 0.02% 129 -58 -0.62% Q3 2026 Nov 09, 2026
Sowell Financial Services LLC History New 8,399 220 0.01% — 130 +8,399 New Q3 2026 Oct 23, 2026
Concurrent Investment Advisors, LLC History New 7,906 207 0.0% — 131 +7,906 New Q3 2026 Oct 16, 2026
Cornerstone Wealth Group, LLC History New 7,864 206 0.01% — 132 +7,864 New Q3 2026 Nov 02, 2026
SIMPLEX TRADING, LLC History New 7,750 203 0.0% — 133 +7,750 New Q3 2026 Nov 04, 2026
Avanza Fonder AB History New 7,749 203 0.0% — 134 +7,749 New Q3 2026 Oct 13, 2026
FourThought Financial Partners, LLC History No change 7,197 201 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 12, 2026
North Dakota State Investment Board History New 7,652 200 0.01% — 136 +7,652 New Q3 2026 Oct 27, 2026
Sterling Capital Management LLC History New 7,268 190 0.0% — 137 +7,268 New Q3 2026 Oct 22, 2026
NISA INVESTMENT ADVISORS, LLC History New 6,064 158 0.0% — 138 +6,064 New Q3 2026 Oct 20, 2026
Global Retirement Partners, LLC History New 5,969 156 0.0% — 139 +5,969 New Q3 2026 Nov 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 5,912 154 0.02% — 140 +5,912 New Q3 2026 Oct 27, 2026
Larson Financial Group LLC History New 5,686 148 0.0% — 141 +5,686 New Q3 2026 Nov 05, 2026
MATHER GROUP, LLC. History New 5,397 141 0.0% — 142 +5,397 New Q3 2026 Oct 14, 2026
Parallel Advisors, LLC History Added to 5,353 140 0.0% 0.0% 143 +1,073 25.07% Q3 2026 Nov 03, 2026
Farther Finance Advisors, LLC History New 3,082 80 0.0% — 144 +3,082 New Q3 2026 Oct 08, 2026
ASSETMARK, INC History New 2,937 76 0.0% — 145 +2,937 New Q3 2026 Oct 21, 2026
Salomon & Ludwin, LLC History New 2,450 64 0.01% — 146 +2,450 New Q3 2026 Oct 29, 2026
FIFTH THIRD BANCORP History New 2,388 62 0.0% — 147 +2,388 New Q3 2026 Nov 05, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History New 1,996 52 0.01% — 148 +1,996 New Q3 2026 Oct 19, 2026
Elyxium Wealth, LLC History New 1,911 50 0.01% — 149 +1,911 New Q3 2026 Oct 27, 2026
HUNTINGTON NATIONAL BANK History New 1,868 48 0.0% — 150 +1,868 New Q3 2026 Nov 10, 2026
GROUP ONE TRADING LLC History New 1,858 48 0.0% — 151 +1,858 New Q3 2026 Nov 10, 2026
Rothwell Investment Advisors, LLC History New 1,690 44 0.02% — 152 +1,690 New Q3 2026 Nov 06, 2026
Davis Capital Management History New 1,333 34 0.02% — 153 +1,333 New Q3 2026 Oct 08, 2026
Root Financial Partners, LLC History New 1,284 33 0.0% — 154 +1,284 New Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History New 1,130 29 0.0% — 155 +1,130 New Q3 2026 Oct 27, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History New 942 24 0.0% — 156 +942 New Q3 2026 Nov 04, 2026
SBI Securities Co., Ltd. History New 860 22 0.0% — 157 +860 New Q3 2026 Oct 21, 2026
Bare Financial Services, Inc History Added to 810 21 0.0% 0.0% 158 +66 8.87% Q3 2026 Nov 04, 2026
Cedar Mountain Advisors, LLC History New 653 17 0.0% — 159 +653 New Q3 2026 Oct 15, 2026
EverSource Wealth Advisors, LLC History Reduced 560 14 0.0% 0.0% 160 -14 -2.44% Q3 2026 Nov 04, 2026
IFP Advisors, Inc History New 524 13 0.0% — 162 +524 New Q3 2026 Oct 16, 2026
TRUST CO OF VERMONT History New 518 13 0.0% — 161 +518 New Q3 2026 Oct 21, 2026
True Wealth Design, LLC History New 516 13 0.0% — 163 +516 New Q3 2026 Oct 13, 2026
Bell Investment Advisors, Inc History New 467 12 0.0% — 164 +467 New Q3 2026 Oct 28, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 1,133 11 0.0% 0.0% 166 +479 73.24% Q3 2026 Nov 09, 2026
Clearstead Advisors, LLC History New 452 11 0.0% — 167 +452 New Q3 2026 Nov 06, 2026
HARBOUR INVESTMENTS, INC. History Reduced 428 11 0.0% 0.0% 165 -114 -21.03% Q3 2026 Nov 09, 2026
HIGHLINE WEALTH PARTNERS LLC History New 357 9 0.0% — 168 +357 New Q3 2026 Oct 19, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 336 8 0.0% — 169 +336 New Q3 2026 Nov 02, 2026
JFS WEALTH ADVISORS, LLC History New 314 8 0.0% — 170 +314 New Q3 2026 Nov 03, 2026
Physician Wealth Advisors, Inc. History New 274 7 0.0% — 171 +274 New Q3 2026 Oct 20, 2026
Fortitude Family Office, LLC History New 273 7 0.0% — 172 +273 New Q3 2026 Oct 14, 2026
ELEVATION WEALTH PARTNERS, LLC History New 252 6 0.0% — 178 +252 New Q3 2026 Oct 07, 2026
SJS Investment Consulting Inc. History New 248 6 0.0% — 177 +248 New Q3 2026 Oct 26, 2026
Clearstead Trust, LLC History New 243 6 0.0% — 176 +243 New Q3 2026 Nov 06, 2026
MassMutual Private Wealth & Trust, FSB History New 242 6 0.0% — 174 +242 New Q3 2026 Oct 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 238 6 0.0% — 175 +238 New Q3 2026 Oct 22, 2026
IMA Advisory Services, Inc. History No change 245 6 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 199 5 0.0% 0.0% 179 +1 0.51% Q3 2026 Nov 10, 2026
High Note Wealth, LLC History No change 199 5 0.0% 0.0% 180 0 0.0% Q3 2026 Oct 27, 2026
Capital Advisors, Ltd. LLC History New 157 4 0.0% — 181 +157 New Q3 2026 Oct 27, 2026
GoalVest Advisory LLC History New 142 3 0.0% — 186 +142 New Q3 2026 Oct 02, 2026
ALBION FINANCIAL GROUP /UT History New 130 3 0.0% — 185 +130 New Q3 2026 Oct 21, 2026
MONTAG A & ASSOCIATES INC History New 119 3 0.0% — 184 +119 New Q3 2026 Oct 29, 2026
Creative Capital Management Investments LLC History Added to 123 3 0.0% 0.0% 182 +33 36.67% Q3 2026 Oct 27, 2026
Essential Partners LLC History No change 134 3 0.0% 0.0% 183 0 0.0% Q3 2026 Oct 14, 2026
Private Wealth Management Group, LLC History New 87 2 0.0% — 187 +87 New Q3 2026 Oct 19, 2026
Signature Equity Partners, LLC History New 77 2 0.0% — 188 +77 New Q3 2026 Oct 29, 2026
Ascentis Independent Advisors History New 75 1 0.0% — 195 +75 New Q3 2026 Nov 03, 2026
Cromwell Holdings LLC History New 74 1 0.0% — 196 +74 New Q3 2026 Oct 28, 2026
WPG Advisers, LLC History New 74 1 0.0% — 201 +74 New Q3 2026 Oct 27, 2026
VALLEY NATIONAL ADVISERS INC History New 70 1 0.0% — 190 +70 New Q3 2026 Oct 23, 2026
Bogart Wealth, LLC History New 66 1 0.0% — 192 +66 New Q3 2026 Nov 10, 2026
Avion Wealth History New 63 1 0.0% — 194 +63 New Q3 2026 Nov 03, 2026
Torren Management, LLC History New 57 1 0.0% — 203 +57 New Q3 2026 Oct 29, 2026
HORIZON FINANCIAL SERVICES, LLC History New 56 1 0.0% — 191 +56 New Q3 2026 Nov 04, 2026
Bay Harbor Wealth Management, LLC History New 55 1 0.0% — 193 +55 New Q3 2026 Nov 03, 2026
Owl Creek Wealth Partners LLC History New 55 1 0.0% — 206 +55 New Q3 2026 Oct 20, 2026
WEST PACES ADVISORS INC. History New 53 1 0.0% — 199 +53 New Q3 2026 Oct 13, 2026
Smallwood Wealth Investment Management, LLC History New 52 1 0.0% — 197 +52 New Q3 2026 Oct 30, 2026
DiNuzzo Private Wealth, Inc. History New 48 1 0.0% — 198 +48 New Q3 2026 Oct 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 46 1 0.0% — 200 +46 New Q3 2026 Oct 09, 2026
Burk Holdings LLC History New 44 1 0.0% — 202 +44 New Q3 2026 Nov 04, 2026
Silver Grove Financial Group, Inc. History New 43 1 0.0% — 205 +43 New Q3 2026 Nov 05, 2026
Cornerstone Financial Management LLC History New 39 1 0.0% — 204 +39 New Q3 2026 Nov 10, 2026
Bruce G. Allen Investments, LLC History No change 66 1 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -69 -100.0% Q3 2026 Nov 04, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 37 0 — — — +37 New Q3 2026 Nov 06, 2026
CENTRAL TRUST Co History New 32 0 — — — +32 New Q3 2026 Nov 05, 2026
Ares Financial Consulting, LLC History New 32 0 — — — +32 New Q3 2026 Oct 19, 2026
Clark Wealth Partners History New 32 0 — — — +32 New Q3 2026 Oct 16, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 30 0 — — — +30 New Q3 2026 Oct 16, 2026
FINANCIAL CONSULATE, INC History New 23 0 — — — +23 New Q3 2026 Oct 23, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -18 -100.0% Q3 2026 Oct 16, 2026
DecisionPoint Financial, LLC History New 11 0 — — — +11 New Q3 2026 Oct 27, 2026
Rossby Financial, LCC History New 11 0 — — — +11 New Q3 2026 Nov 05, 2026
NATIXIS History New 9 0 — — — +9 New Q3 2026 Nov 06, 2026
CoreCap Advisors, LLC History New 5 0 — — — +5 New Q3 2026 Oct 08, 2026
Abound Wealth Management History New 5 0 — — — +5 New Q3 2026 Oct 26, 2026
James T. Borello RIA History New 4 0 — — — +4 New Q3 2026 Oct 16, 2026
MARYLAND CAPITAL ADVISORS INC. History New 3 0 — — — +3 New Q3 2026 Oct 15, 2026
GHP Investment Advisors, Inc. History New 2 0 — — — +2 New Q3 2026 Oct 15, 2026
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