GCI Liberty, Inc. - GLIBA

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
Point72 Asset Management, L.P. History No change 4,425,844 95,432 0.11% 0.11% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,966,813 64,065 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,063,729 44,562 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ History No change 2,008,116 43,319 2.26% 2.26% 4 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,923,759 41,534 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 11, 2026
Kontiki Capital Management (HK) Ltd. History No change 1,863,837 40,184 2.64% 2.64% 6 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,774,856 38,318 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,657,943 35,794 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 1,519,239 32,814 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
WELLS FARGO & COMPANY/MN History No change 1,208,735 26,061 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
Alberta Investment Management Corp History No change 1,068,126 23,036 0.13% 0.13% 11 0 0.0% Q2 2026 Aug 06, 2026
AQR CAPITAL MANAGEMENT LLC History No change 1,039,711 21,988 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 972,141 21,053 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 700,771 15,109 0.27% 0.27% 14 0 0.0% Q2 2026 Aug 11, 2026
Qube Research & Technologies Ltd History No change 619,735 13,361 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
RAFFLES ASSOCIATES LP History No change 567,763 12,240 11.07% 11.07% 16 0 0.0% Q2 2026 Aug 14, 2026
Luxor Capital Group, LP History No change 561,986 12,142 0.48% 0.48% 17 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 561,255 12,112 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 07, 2026
Wallace Capital Management Inc. History No change 492,557 10,619 1.16% 1.16% 19 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 474,843 10,264 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 442,079 9,531 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 411,542 8,872 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 02, 2026
Quantinno Capital Management LP History No change 405,312 8,807 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 361,653 7,854 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 349,857 7,567 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 329,592 7,116 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 320,446 6,917 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
BISLETT MANAGEMENT, LLC History No change 250,000 5,424 3.67% 3.67% 28 0 0.0% Q2 2026 Aug 11, 2026
Rothschild & Co Wealth Management UK Ltd History No change 250,017 5,390 0.08% 0.08% 29 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 244,944 5,288 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 240,175 5,178 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History No change 239,229 5,165 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 223,299 4,817 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 209,200 4,510 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
LMR Partners LLP History No change 203,712 4,392 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 194,305 4,193 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Hara Capital LLC History No change 191,963 4,138 2.18% 2.18% 37 0 0.0% Q2 2026 Aug 11, 2026
JPMORGAN CHASE & CO History No change 190,115 4,105 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 165,701 3,580 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 165,469 3,567 0.07% 0.07% 40 0 0.0% Q2 2026 Jul 13, 2026
GABELLI FUNDS LLC History No change 164,604 3,555 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 161,597 3,524 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 154,286 3,326 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 151,247 3,266 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
Crossingbridge Advisors, LLC History No change 150,000 3,234 0.57% 0.57% 45 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 149,119 3,215 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Hi-Line Capital Management, LLC History No change 143,164 3,086 0.87% 0.87% 47 0 0.0% Q2 2026 Jul 24, 2026
Ruane, Cunniff & Goldfarb L.P. History No change 142,281 3,077 0.05% 0.05% 48 0 0.0% Q2 2026 Aug 13, 2026
Diametric Capital, LP History No change 131,528 2,857 0.3% 0.3% 49 0 0.0% Q2 2026 Aug 14, 2026
S&CO INC History No change 121,498 2,619 0.15% 0.15% 50 0 0.0% Q2 2026 Aug 06, 2026
MILLENNIUM MANAGEMENT LLC History No change 114,902 2,477 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 113,006 2,439 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 102,961 2,219 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 102,000 2,199 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 95,562 2,060 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 83,962 1,810 0.2% 0.2% 56 0 0.0% Q2 2026 Aug 06, 2026
Nuveen, LLC History No change 77,569 1,675 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 75,424 1,626 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 06, 2026
ALLIANCEBERNSTEIN L.P. History No change 38,890 1,447 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 67,079 1,446 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 11, 2026
SIG BROKERAGE, LP History No change 64,000 1,379 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History No change 62,344 1,344 0.2% 0.2% 62 0 0.0% Q2 2026 Aug 12, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 60,949 1,314 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 50,428 1,087 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 50,000 1,078 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 49,866 1,076 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 47,896 1,033 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 45,264 975 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 44,154 962 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 44,358 956 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 06, 2026
HSBC HOLDINGS PLC History No change 44,798 949 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 41,668 898 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 24, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 29,936 875 0.3% 0.3% 73 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 40,237 870 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 39,629 858 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
SEGALL BRYANT & HAMILL, LLC History No change 37,245 815 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 34,919 752 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History No change 33,558 728 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 32,068 691 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 06, 2026
Long Focus Capital Management, LLC History No change 31,514 679 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 31,143 675 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 27,577 594 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 26,226 588 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 27, 2026
Hudson Bay Capital Management LP History No change 24,998 538 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 24,050 518 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 23,989 517 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 21,617 466 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 03, 2026
Quantbot Technologies LP History No change 21,273 458 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 12, 2026
National Philanthropic Trust History No change 20,992 452 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History No change 20,334 438 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 20,336 438 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 20,130 434 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 20,066 432 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
EntryPoint Capital, LLC History No change 18,554 400 0.1% 0.1% 94 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History No change 17,246 387 0.01% 0.01% 95 0 0.0% Q2 2026 Jul 13, 2026
Man Group plc History No change 17,104 368 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 16,947 365 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 14,097 305 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 13,507 291 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 13,180 284 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Korea Investment CORP History No change 13,055 281 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 11, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 12,726 278 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
Cheviot Value Management, LLC History No change 12,422 267 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 12,326 266 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 29, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 11,660 251 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 11,441 250 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 11,375 245 0.0% 0.0% 107 0 0.0% Q2 2026 Sep 09, 2026
ALLSTATE CORP History No change 10,992 236 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 10,637 229 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
Oak Thistle LLC History No change 10,268 224 0.02% 0.02% 110 0 0.0% Q2 2026 Jul 20, 2026
Moran Wealth Management, LLC History No change 10,183 223 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 05, 2026
DRW Securities, LLC History No change 10,203 219 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 9,928 217 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,874 213 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 23, 2026
WINTON GROUP Ltd History No change 9,602 210 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 07, 2026
TORONTO DOMINION BANK History No change 9,369 205 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,480 204 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 19, 2026
Balefire, LLC History No change 9,289 200 0.03% 0.03% 118 0 0.0% Q2 2026 Jul 07, 2026
ROYAL BANK OF CANADA History No change 8,817 191 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 7,708 166 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Persistent Asset Partners Ltd History No change 7,620 165 0.05% 0.05% 121 0 0.0% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History No change 7,470 161 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Lionstone Capital Management LLC History No change 6,810 146 0.03% 0.03% 123 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 6,416 138 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 20, 2026
SG Americas Securities, LLC History No change 5,803 125 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 5,020 108 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
SIMPLEX TRADING, LLC History No change 4,304 92 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History Added to 3,257 75 0.01% 0.01% 128 +665 25.66% Q3 2026 Oct 01, 2026
Ameritas Investment Partners, Inc. History No change 3,353 72 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
FNY Investment Advisers, LLC History No change 2,883 62 0.02% 0.02% 130 0 0.0% Q2 2026 Jul 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,214 48 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 2,245 48 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 2,150 46 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,837 39 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 24, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 1,802 38 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 12, 2026
JTC Employer Solutions Trustee Ltd History No change 1,660 36 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 31, 2026
Central Pacific Bank - Trust Division History No change 1,638 35 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 07, 2026
Caitong International Asset Management Co., Ltd History No change 1,496 32 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 1,411 30 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 1,294 28 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 969 21 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 935 20 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 848 18 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 10, 2026
Sterling Capital Management LLC History No change 744 16 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 28, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 729 15 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 17, 2026
Rockefeller Capital Management L.P. History No change 685 14 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 542 11 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 544 11 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 542 11 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History No change 422 9 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 415 8 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 387 8 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 24, 2026
Quarry LP History No change 375 8 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 377 7 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 314 7 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 296 6 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 11, 2026
Nykredit A/S History No change 287 6 0.0% 0.0% 157 0 0.0% Q2 2026 Sep 08, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 246 5 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 07, 2026
SIGNATUREFD, LLC History No change 191 4 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 23, 2026
MassMutual Private Wealth & Trust, FSB History No change 140 3 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 02, 2026
MATHER GROUP, LLC. History No change 141 3 0.0% 0.0% 161 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 157 3 0.0% 0.0% 162 0 0.0% Q2 2026 Jul 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 122 2 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Planning Services, Inc. History No change 119 2 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 07, 2026
IFG Advisory, LLC History No change 107 2 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Bare Financial Services, Inc History No change 118 2 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 27, 2026
Silver Grove Financial Group, Inc. History No change 98 2 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 13, 2026
DANSKE BANK A/S History No change 83 1 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 91 1 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
Parkside Financial Bank & Trust History No change 84 1 0.0% 0.0% 170 0 0.0% Q2 2026 Sep 04, 2026
MV CAPITAL MANAGEMENT, INC. History No change 72 1 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 50 1 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 20, 2026
Parallel Advisors, LLC History No change 71 1 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 05, 2026
Quent Capital, LLC History No change 53 1 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
TD Waterhouse Canada Inc. History No change 58 1 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 88 1 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
Westfuller Advisors, LLC History No change 50 1 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 29, 2026
Essential Partners LLC History No change 76 1 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 49 1 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 34 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Union Bankshares Corp History No change 15 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Wilmington Savings Fund Society, FSB History No change 15 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
BESSEMER GROUP INC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FEDERATED HERMES, INC. History No change 41 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 31 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
PRIVATE TRUST CO NA History No change 11 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
GHP Investment Advisors, Inc. History No change 28 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 41 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 46 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 33 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Community Financial Services Group, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Capital Advisors, Ltd. LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
CKW FINANCIAL GROUP History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Hurley Capital, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Trust, LLC History No change 24 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Bogart Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Cedar Mountain Advisors, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Key FInancial Inc History No change 17 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Fortis Group Advisors, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bell Investment Advisors, Inc History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
CoreCap Advisors, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Strengthening Families & Communities, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Solutions, Inc. /IL History No change 4 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
LGT Financial Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Vanguard National Trust Co History No change 17 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Sachetta, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Fairscale Capital, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Synergy Investment Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Align Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Ares Financial Consulting, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Basecamp Wealth Advisors LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026