Global Net Lease, Inc. - GNL

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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 32,069,966 286,705 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 20,544,802 183,670 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 10,982,674 98,185 0.0% 0.0% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 9,272,540 82,896 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 6,364,564 56,899 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 5,775,479 51,632 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 5,524,303 49,396 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 5,115,564 42,254 1.16% 0.77% 8 +1,843,181 56.33% Q3 2026 Nov 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 4,314,026 38,567 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 4,218,870 37,716 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 3,857,678 34,487 0.04% 0.04% 11 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,098,025 27,696 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
Helix Partners Management LP History No change 3,021,832 27,015 3.63% 3.63% 13 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,973,821 24,564 0.0% 0.0% 14 +353,350 13.48% Q3 2026 Nov 04, 2026
NORTHERN TRUST CORP History No change 2,491,511 22,274 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 2,301,878 20,722 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 2,228,733 19,924 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 1,558,394 13,932 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,523,208 13,617 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Taconic Capital Advisors LP History No change 1,330,986 11,899 5.61% 5.61% 20 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,281,956 11,460 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 1,256,373 11,231 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 06, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,147,007 10,254 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 07, 2026
Legal & General Group Plc History No change 1,139,978 10,191 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,047,510 9,364 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,005,152 9,065 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 984,330 8,130 0.0% 0.0% 27 +63,161 6.86% Q3 2026 Nov 02, 2026
JUPITER ASSET MANAGEMENT LTD History No change 815,420 7,289 0.04% 0.04% 28 0 0.0% Q2 2026 Aug 10, 2026
CITADEL ADVISORS LLC History No change 813,682 7,274 0.0% 0.0% 29 0 0.0% Q2 2026 Sep 02, 2026
Qube Research & Technologies Ltd History No change 765,052 6,839 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 761,729 6,809 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 670,120 5,990 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 654,805 5,853 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
Waterfall Asset Management, LLC History No change 570,029 5,096 3.12% 3.12% 34 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 545,193 4,874 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 536,016 4,791 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 524,626 4,690 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 512,584 4,582 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 510,446 4,563 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 13, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 484,227 4,328 0.8% 0.8% 40 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 519,955 4,294 0.02% 0.01% 41 +123,155 31.04% Q3 2026 Oct 30, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 474,648 4,243 0.06% 0.06% 42 0 0.0% Q2 2026 Aug 11, 2026
CANADA LIFE ASSURANCE Co History No change 472,159 4,214 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 501,370 4,141 0.02% 0.01% 44 +190,803 61.44% Q3 2026 Oct 28, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 461,462 4,125 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History Added to 460,405 3,802 0.01% 0.01% 46 +155,029 50.77% Q3 2026 Nov 05, 2026
Aberdeen Group plc History No change 424,826 3,797 0.01% 0.01% 47 0 0.0% Q2 2026 Jul 31, 2026
FIRST TRUST ADVISORS LP History No change 421,620 3,769 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 11, 2026
PRUDENTIAL FINANCIAL INC History No change 404,291 3,614 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 394,600 3,527 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History Added to 422,151 3,486 0.19% 0.07% 51 +271,670 180.53% Q3 2026 Oct 27, 2026
Swiss National Bank History No change 386,757 3,457 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 11, 2026
Arete Wealth Advisors, LLC History No change 383,427 3,427 0.23% 0.23% 53 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 376,707 3,368 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 12, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 368,100 3,290 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 363,306 3,247 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 350,208 3,130 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 312,400 2,792 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Reduced 331,441 2,737 0.01% 0.01% 59 -9,932 -2.91% Q3 2026 Nov 02, 2026
Blue Sky Capital Consultants Group, Inc. History Added to 330,576 2,730 1.14% 1.15% 60 +28,589 9.47% Q3 2026 Oct 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 304,789 2,724 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 302,834 2,707 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 12, 2026
Paralel Advisors LLC History No change 295,500 2,641 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 11, 2026
Man Group plc History No change 292,227 2,612 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 290,979 2,601 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 282,904 2,530 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 281,518 2,516 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 277,405 2,480 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 272,735 2,438 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History Added to 292,729 2,417 0.01% 0.01% 70 +34,832 13.51% Q3 2026 Oct 27, 2026
Schonfeld Strategic Advisors LLC History No change 257,534 2,302 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 245,235 2,295 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 253,750 2,268 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 243,879 2,180 0.11% 0.11% 74 0 0.0% Q2 2026 Aug 03, 2026
Edgestream Partners, L.P. History No change 238,028 2,127 0.06% 0.06% 75 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 255,700 2,112 0.01% 0.0% 76 +242,900 1897.66% Q3 2026 Oct 28, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 233,525 2,087 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 251,515 2,078 0.0% 0.01% 78 -16,256 -6.07% Q3 2026 Nov 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 220,864 1,974 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 24, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 220,203 1,968 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 224,463 1,854 0.0% 0.0% 81 -7,221 -3.12% Q3 2026 Nov 02, 2026
D. E. Shaw & Co., Inc. History No change 197,578 1,766 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 197,410 1,764 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 192,049 1,717 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 190,961 1,707 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 203,774 1,683 0.0% 0.0% 86 -3,133 -1.51% Q3 2026 Oct 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 203,444 1,680 0.01% 0.01% 87 +17,290 9.29% Q3 2026 Nov 03, 2026
Allianz Asset Management GmbH History No change 185,313 1,656 0.0% 0.0% 88 0 0.0% Q2 2026 Sep 02, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 195,181 1,612 0.0% 0.0% 89 +29,178 17.58% Q3 2026 Nov 04, 2026
LSV ASSET MANAGEMENT History No change 178,516 1,596 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History No change 177,366 1,585 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 176,206 1,575 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 172,783 1,544 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 180,859 1,493 0.03% 0.03% 94 -17,532 -8.84% Q3 2026 Oct 13, 2026
GAGNON SECURITIES LLC History No change 160,598 1,435 0.28% 0.28% 95 0 0.0% Q2 2026 Aug 04, 2026
CITIGROUP INC History Reduced 168,620 1,392 0.0% 0.0% 96 -368,999 -68.64% Q3 2026 Nov 04, 2026
Corient Private Wealth LP History No change 154,751 1,383 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 27, 2026
Meixler Investment Management, Ltd. History New 159,773 1,319 0.71% — 98 +159,773 New Q3 2026 Nov 03, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 144,843 1,294 0.0% 0.0% 99 0 0.0% Q2 2026 Sep 09, 2026
Russell Investments Group, Ltd. History No change 142,713 1,275 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History Reduced 148,901 1,227 0.01% 0.02% 101 -21,001 -12.36% Q3 2026 Oct 15, 2026
Penserra Capital Management LLC History No change 131,871 1,178 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 130,646 1,167 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 128,526 1,149 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 125,675 1,123 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 119,273 1,066 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 118,362 1,058 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 05, 2026
MetLife Investment Management, LLC History No change 118,150 1,056 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 117,250 1,048 0.04% 0.04% 109 0 0.0% Q2 2026 Jul 23, 2026
MACQUARIE GROUP LTD History No change 108,380 968 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 103,618 926 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
Redhawk Wealth Advisors, Inc. History Added to 111,109 917 0.09% 0.1% 112 +2,974 2.75% Q3 2026 Oct 14, 2026
Pallas Capital Advisors LLC History No change 101,133 904 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 07, 2026
Illinois Municipal Retirement Fund History Added to 109,064 900 0.01% 0.01% 114 +5,548 5.36% Q3 2026 Nov 05, 2026
Kovack Advisors, Inc. History No change 95,693 854 0.04% 0.04% 115 0 0.0% Q2 2026 Jul 28, 2026
BTC Capital Management, Inc. History No change 92,437 826 0.05% 0.05% 116 0 0.0% Q2 2026 Jul 16, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 88,752 793 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 87,644 783 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 86,788 775 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 84,174 752 0.02% 0.02% 120 0 0.0% Q2 2026 Aug 14, 2026
Resona Asset Management Co.,Ltd. History No change 83,822 749 0.0% 0.0% 121 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 83,594 747 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 10, 2026
Louisiana State Employees Retirement System History Added to 87,700 724 0.01% 0.01% 124 +4,200 5.03% Q3 2026 Oct 20, 2026
J.W. COLE ADVISORS, INC. History No change 81,087 724 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 21, 2026
Handelsbanken Fonder AB History No change 76,846 687 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 82,208 679 0.08% 0.08% 126 +4,816 6.22% Q3 2026 Oct 14, 2026
State of Tennessee, Department of Treasury History No change 75,540 675 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History Added to 79,638 657 0.0% 0.0% 128 +6,771 9.29% Q3 2026 Oct 29, 2026
Vanguard Global Advisers, LLC History No change 71,677 640 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Concorde Asset Management, LLC History No change 66,205 591 0.34% 0.34% 130 0 0.0% Q2 2026 Aug 18, 2026
NFSG Corp History Reduced 71,114 587 0.07% 0.09% 131 -9,454 -11.73% Q3 2026 Oct 15, 2026
BTG Pactual Asset Management US LLC History No change 59,784 534 0.03% 0.03% 132 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 59,719 533 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 57,023 509 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 60,292 498 0.0% 0.0% 135 0 0.0% Q3 2026 Oct 22, 2026
Arizona State Retirement System History Added to 60,287 497 0.0% 0.0% 136 +7,097 13.34% Q3 2026 Nov 03, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 55,578 496 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 10, 2026
Police & Firemen's Retirement System of New Jersey History No change 54,659 488 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 23, 2026
VAN ECK ASSOCIATES CORP History No change 53,804 481 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 56,052 462 0.0% 0.0% 140 +11,640 26.21% Q3 2026 Oct 20, 2026
Waldron Private Wealth LLC History Reduced 55,878 461 0.02% 0.02% 141 -6,773 -10.81% Q3 2026 Nov 02, 2026
DekaBank Deutsche Girozentrale History Added to 55,087 460 0.0% 0.0% 142 +10,404 23.28% Q3 2026 Oct 27, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 49,767 445 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
Metis Global Partners, LLC History No change 49,714 444 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 10, 2026
AMALGAMATED BANK History Added to 53,035 438 0.0% 0.0% 145 +1,759 3.43% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 52,612 434 0.0% 0.01% 146 +1,256 2.45% Q3 2026 Oct 22, 2026
Creative Planning History Added to 51,911 428 0.0% 0.0% 147 +1,275 2.52% Q3 2026 Nov 02, 2026
Diversify Advisory Services, LLC History Added to 52,331 421 0.01% 0.01% 148 +664 1.29% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 52,331 421 0.01% 0.01% 149 +664 1.29% Q3 2026 Oct 20, 2026
HARBOUR INVESTMENTS, INC. History No change 47,040 420 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 49,833 411 0.0% 0.0% 151 -15,593 -23.83% Q3 2026 Oct 20, 2026
Allegheny Financial Group History No change 45,318 405 0.04% 0.04% 152 0 0.0% Q2 2026 Jul 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 46,222 381 0.0% 0.0% 153 +3,000 6.94% Q3 2026 Oct 29, 2026
KLP KAPITALFORVALTNING AS History No change 42,170 377 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Cobblestone Asset Management LLC History No change 44,945 371 0.15% 0.17% 155 0 0.0% Q3 2026 Oct 13, 2026
JANE STREET GROUP, LLC History No change 40,600 362 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 40,262 359 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 39,944 357 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Added to 42,121 347 0.0% 0.0% 160 +11,150 36.0% Q3 2026 Oct 13, 2026
Vestcor Inc History No change 38,848 347 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 38,000 339 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 37,914 338 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 35,445 316 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 03, 2026
Achmea Investment Management B.V. History New 38,084 314 0.0% — 164 +38,084 New Q3 2026 Oct 30, 2026
Acorn Wealth Advisors, LLC History Added to 36,963 305 0.07% 0.08% 165 +2,139 6.14% Q3 2026 Oct 19, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 32,874 293 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 19, 2026
VestGen Advisors, LLC History Reduced 34,784 287 0.01% 0.01% 167 -1,790 -4.89% Q3 2026 Oct 27, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 31,840 284 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 35,426 281 0.0% 0.0% 169 +1,776 5.28% Q3 2026 Oct 13, 2026
&PARTNERS History No change 31,016 277 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 30,989 277 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 04, 2026
Pictet Asset Management Holding SA History No change 33,239 274 0.0% 0.0% 172 0 0.0% Q3 2026 Nov 03, 2026
RAYMOND JAMES FINANCIAL INC History No change 30,076 268 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 29,326 262 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 06, 2026
BFSG, LLC History Added to 31,390 259 0.02% 0.02% 175 +8,767 38.75% Q3 2026 Oct 30, 2026
Pensionfund PDN History No change 30,976 256 0.15% 0.14% 176 0 0.0% Q3 2026 Oct 05, 2026
ROYAL BANK OF CANADA History No change 28,214 253 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 28,090 251 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 07, 2026
VanWeelden Wealth Management, LLC History No change 28,138 251 0.19% 0.19% 179 0 0.0% Q2 2026 Aug 12, 2026
Blankinship & Foster, LLC History New 30,053 248 0.05% — 181 +30,053 New Q3 2026 Oct 16, 2026
Maryland State Retirement & Pension System History No change 27,811 248 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 30, 2026
ProShare Advisors LLC History Added to 29,088 240 0.0% 0.0% 182 +1,518 5.51% Q3 2026 Oct 28, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 26,667 238 0.0% 0.0% 183 0 0.0% Q2 2026 Sep 23, 2026
Vanguard Personalized Indexing Management, LLC History No change 25,852 231 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 11, 2026
Value Investment Professionals, LLC History No change 27,770 229 0.2% 0.21% 185 0 0.0% Q3 2026 Oct 09, 2026
Arrow Investment Advisors, LLC History Added to 26,687 220 0.19% 0.21% 186 +2,209 9.02% Q3 2026 Nov 02, 2026
ALPS ADVISORS INC History Reduced 26,562 219 0.0% 0.0% 187 -170 -0.64% Q3 2026 Nov 02, 2026
UniSuper Management Pty Ltd History Added to 26,092 215 0.0% 0.0% 188 +3,600 16.01% Q3 2026 Oct 26, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 25,895 213 0.06% 0.08% 189 -1,470 -5.37% Q3 2026 Oct 20, 2026
Federation des caisses Desjardins du Quebec History No change 22,723 203 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 13, 2026
Apeiron RIA LLC History Reduced 24,569 202 0.05% 0.06% 191 -280 -1.13% Q3 2026 Oct 08, 2026
REGATTA CAPITAL GROUP, LLC History New 23,820 196 0.02% — 192 +23,820 New Q3 2026 Oct 23, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 23,491 194 0.0% 0.0% 193 +1,662 7.61% Q3 2026 Oct 23, 2026
Texas Capital Bank Wealth Management Services Inc History No change 21,707 194 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History Reduced 23,148 191 0.01% 0.04% 195 -20,153 -46.54% Q3 2026 Oct 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,960 178 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
TT Capital Management LLC History New 21,251 175 0.13% — 197 +21,251 New Q3 2026 Oct 15, 2026
XPONANCE LLC History Added to 21,093 174 0.0% 0.0% 198 +1,473 7.51% Q3 2026 Nov 03, 2026
First Heartland Consultants, Inc. History Reduced 20,832 172 0.01% 0.01% 199 -262 -1.24% Q3 2026 Oct 08, 2026
Brevan Howard Capital Management LP History No change 19,322 172 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History Reduced 20,252 167 0.0% 0.0% 202 -735 -3.5% Q3 2026 Oct 22, 2026
CIBC Asset Management Inc History Added to 20,228 167 0.0% 0.0% 201 +350 1.76% Q3 2026 Nov 05, 2026
SYON CAPITAL LLC History No change 18,725 167 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 14, 2026
Essex Financial Services, Inc. History No change 18,520 165 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 18,244 163 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 17, 2026
M&T BANK CORP History No change 18,124 162 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 18,208 162 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 17,567 157 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 18,818 155 0.0% 0.0% 209 -548 -2.83% Q3 2026 Oct 20, 2026
Geneos Wealth Management Inc. History No change 17,286 154 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 16,920 151 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
Bryn Mawr Trust Advisors, LLC History No change 18,328 151 0.01% 0.01% 212 0 0.0% Q3 2026 Nov 03, 2026
Carrera Capital Advisors History Added to 18,254 150 0.02% 0.02% 214 +365 2.04% Q3 2026 Nov 03, 2026
HUNTINGTON NATIONAL BANK History No change 16,876 150 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Reflection Asset Management History Reduced 18,000 148 0.06% 0.08% 215 -2,000 -10.0% Q3 2026 Oct 28, 2026
Intrua Financial, LLC History New 17,896 147 0.01% — 216 +17,896 New Q3 2026 Oct 28, 2026
Stonebridge Financial Group, LLC/CA History No change 15,850 141 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 15,342 137 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 04, 2026
Tower Research Capital LLC (TRC) History No change 15,323 136 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 15,189 135 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 14,989 134 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 14,977 133 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 14,951 133 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 05, 2026
Callan Family Office, LLC History No change 14,609 130 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 14,156 126 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,885 124 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Added to 14,894 123 0.0% 0.0% 227 +56 0.38% Q3 2026 Oct 28, 2026
SCOTIA CAPITAL INC. History No change 13,470 120 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
Pensionfund Sabic History No change 14,492 120 0.14% 0.14% 229 0 0.0% Q3 2026 Oct 05, 2026
MQS Management LLC History No change 13,175 117 0.14% 0.14% 230 0 0.0% Q2 2026 Aug 07, 2026
CAXTON ASSOCIATES LLP History No change 13,091 117 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 13,043 116 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 13,035 116 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 06, 2026
Van Diest Capital, LLC History No change 12,769 114 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History No change 13,717 113 0.01% 0.01% 235 0 0.0% Q3 2026 Oct 30, 2026
M Holdings Securities, Inc. History New 15,672 109 0.01% — 236 +15,672 New Q3 2026 Nov 03, 2026
HEFFERNAN ADVISORY, INC History No change 12,896 106 0.07% 0.1% 237 0 0.0% Q3 2026 Oct 13, 2026
Lido Advisors, LLC History Added to 12,739 105 0.0% 0.0% 238 +1,222 10.61% Q3 2026 Nov 04, 2026
BOKF, NA History No change 12,496 103 0.0% 0.0% 239 0 0.0% Q3 2026 Oct 27, 2026
BFC Planning, Inc. History No change 11,325 101 0.0% 0.0% 240 0 0.0% Q2 2026 Oct 29, 2026
Kathmere Capital Management, LLC History Added to 12,101 99 0.0% 0.01% 241 +29 0.24% Q3 2026 Oct 20, 2026
Squarepoint Ops LLC History No change 10,981 98 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
Krilogy Financial LLC History Added to 12,457 97 0.0% 0.0% 245 +1,696 15.76% Q3 2026 Oct 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 11,807 97 0.0% 0.0% 243 +519 4.6% Q3 2026 Oct 23, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 10,904 97 0.0% 0.0% 244 0 0.0% Q2 2026 Sep 23, 2026
Prospera Financial Services Inc History No change 13,768 95 0.0% 0.0% 246 0 0.0% Q3 2026 Nov 04, 2026
Swiss Life Asset Management Ltd History New 11,437 94 0.0% — 247 +11,437 New Q3 2026 Nov 03, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 10,419 93 0.01% 0.01% 248 0 0.0% Q2 2026 Oct 30, 2026
Sigma Planning Corp History Reduced 11,217 92 0.0% 0.0% 249 -2,010 -15.2% Q3 2026 Oct 23, 2026
Cooper Financial Group History Added to 11,224 92 0.01% 0.01% 250 +45 0.4% Q3 2026 Oct 07, 2026
IEQ CAPITAL, LLC History No change 10,239 91 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 11, 2026
Ethic Inc. History New 10,804 89 0.0% — 252 +10,804 New Q3 2026 Nov 03, 2026
Alessandra Capital Management, LLC History New 10,749 88 0.06% — 253 +10,749 New Q3 2026 Oct 30, 2026
Great Waters Wealth Management History No change 10,000 82 0.01% 0.01% 254 0 0.0% Q3 2026 Oct 07, 2026
KBC Group NV History No change 9,311 77 0.0% 0.0% 255 0 0.0% Q3 2026 Oct 22, 2026
GAMMA Investing LLC History Added to 8,604 71 0.0% 0.0% 256 +885 11.47% Q3 2026 Oct 08, 2026
Parallel Advisors, LLC History Reduced 8,028 66 0.0% 0.0% 257 -421 -4.98% Q3 2026 Nov 03, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 7,729 63 0.0% 0.0% 258 0 0.0% Q3 2026 Nov 02, 2026
Allworth Financial LP History No change 6,951 62 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History Added to 7,422 61 0.0% 0.0% 260 +1,147 18.28% Q3 2026 Oct 23, 2026
NewEdge Advisors, LLC History No change 6,064 54 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 5,825 52 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 13, 2026
Aventura Private Wealth, LLC History No change 5,074 45 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 15, 2026
Asset Dedication, LLC History Reduced 5,145 42 0.0% 0.0% 264 -3,297 -39.05% Q3 2026 Nov 02, 2026
Fiduciary Alliance LLC History Reduced 27,159 42 0.0% 0.0% 265 -762 -2.73% Q3 2026 Oct 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 4,908 40 0.0% 0.0% 266 -2,593 -34.57% Q3 2026 Nov 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,668 38 0.0% 0.0% 267 -40 -0.85% Q3 2026 Oct 27, 2026
Farther Finance Advisors, LLC History Added to 4,538 37 0.0% 0.0% 268 +414 10.04% Q3 2026 Oct 08, 2026
LANARK FINANCIAL, INC. History Reduced 4,475 36 0.0% 0.01% 269 -6,354 -58.68% Q3 2026 Oct 26, 2026
Heritage Family Offices, LLP History New 4,175 34 0.01% — 272 +4,175 New Q3 2026 Nov 02, 2026
Sterling Capital Management LLC History Added to 4,142 34 0.0% 0.0% 270 +241 6.18% Q3 2026 Oct 22, 2026
Arlington Trust Co LLC History No change 4,215 34 0.0% 0.0% 271 0 0.0% Q3 2026 Oct 20, 2026
Steward Partners Investment Advisory, LLC History No change 3,729 33 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 3,981 32 0.01% 0.01% 274 0 0.0% Q3 2026 Nov 04, 2026
Arax Advisory Partners History No change 3,175 28 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 3,046 27 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 3,110 27 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 2,911 26 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
Canton Hathaway, LLC History Added to 2,916 24 0.0% 0.0% 279 +49 1.71% Q3 2026 Oct 23, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 2,885 23 0.0% 0.0% 280 +318 12.39% Q3 2026 Oct 26, 2026
SJS Investment Consulting Inc. History Added to 2,683 22 0.0% 0.0% 281 +2,358 725.54% Q3 2026 Oct 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,382 21 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 2,654 21 0.0% 0.0% 283 0 0.0% Q3 2026 Oct 30, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,324 20 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History Added to 2,354 19 0.0% 0.0% 285 +870 58.63% Q3 2026 Oct 29, 2026
FIFTH THIRD BANCORP History No change 2,012 17 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 2,006 17 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 1,899 16 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 1,790 16 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 1,907 15 0.0% 0.0% 292 -143 -6.98% Q3 2026 Nov 04, 2026
Kemnay Advisory Services Inc. History No change 1,685 15 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,853 15 0.0% 0.0% 291 0 0.0% Q3 2026 Oct 15, 2026
Lodestone Wealth Management LLC History Added to 1,563 12 0.0% 0.0% 293 +31 2.02% Q3 2026 Oct 14, 2026
Keating Financial Advisory Services, Inc. History No change 1,434 12 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 11, 2026
Fortis Group Advisors, LLC History No change 1,340 11 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History Reduced 1,236 10 0.0% 0.01% 298 -3,114 -71.59% Q3 2026 Oct 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,208 10 0.0% 0.0% 297 +15 1.26% Q3 2026 Oct 22, 2026
UMB Bank, n.a. History No change 1,207 10 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 13, 2026
Covestor Ltd History Reduced 1,000 9 0.01% 0.01% 300 -67 -6.28% Q3 2026 Oct 30, 2026
ASSETMARK, INC History Added to 1,186 9 0.0% 0.0% 299 +28 2.42% Q3 2026 Oct 21, 2026
Fulcrum Asset Management LLP History Reduced 852 7 0.0% 0.01% 302 -8,594 -90.98% Q3 2026 Nov 04, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 842 7 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 13, 2026
Heritage Wealth Advisors History No change 824 7 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History New 819 6 0.0% — 308 +819 New Q3 2026 Oct 21, 2026
Fortitude Family Office, LLC History New 800 6 0.0% — 307 +800 New Q3 2026 Oct 14, 2026
Westside Investment Management, Inc. History No change 804 6 0.0% 0.0% 304 0 0.0% Q3 2026 Nov 02, 2026
Optiver Holding B.V. History No change 709 6 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone National Bank & Trust Co History No change 783 6 0.0% 0.0% 306 0 0.0% Q3 2026 Oct 20, 2026
MassMutual Private Wealth & Trust, FSB History No change 638 5 0.0% 0.0% 309 0 0.0% Q3 2026 Oct 05, 2026
Aster Capital Management (DIFC) Ltd History No change 669 5 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History New 585 4 0.0% — 317 +585 New Q3 2026 Oct 15, 2026
Parkside Financial Bank & Trust History Added to 537 4 0.0% 0.0% 313 +416 343.8% Q3 2026 Oct 27, 2026
Essential Partners LLC History Added to 580 4 0.0% 0.0% 316 +62 11.97% Q3 2026 Oct 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 488 4 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 540 4 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 500 4 0.0% 0.0% 314 0 0.0% Q3 2026 Oct 14, 2026
IFS Advisors, LLC History No change 534 4 0.0% 0.0% 315 0 0.0% Q3 2026 Oct 14, 2026
TD PRIVATE CLIENT WEALTH LLC History New 426 3 0.0% — 320 +426 New Q3 2026 Oct 28, 2026
Team Financial Group, LLC History New 372 3 0.0% — 321 +372 New Q3 2026 Oct 30, 2026
Versant Capital Management, Inc History No change 483 3 0.0% 0.0% 318 0 0.0% Q3 2026 Oct 01, 2026
Global Retirement Partners, LLC History No change 413 3 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 06, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 337 2 0.0% 0.0% 323 -457 -57.56% Q3 2026 Oct 28, 2026
Smallwood Wealth Investment Management, LLC History Reduced 252 2 0.0% 0.0% 325 -33 -11.58% Q3 2026 Oct 30, 2026
VISION FINANCIAL MARKETS LLC History Added to 307 2 0.0% 0.0% 322 +6 1.99% Q3 2026 Oct 22, 2026
High Note Wealth, LLC History No change 255 2 0.0% 0.0% 324 0 0.0% Q3 2026 Oct 27, 2026
MATHER GROUP, LLC. History New 163 1 0.0% — 333 +163 New Q3 2026 Oct 14, 2026
Root Financial Partners, LLC History New 162 1 0.0% — 334 +162 New Q3 2026 Oct 21, 2026
UMB Private Wealth Management, LLC History New 142 1 0.0% — 335 +142 New Q3 2026 Oct 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 172 1 0.0% — 329 +91 112.35% Q3 2026 Oct 22, 2026
MANNING & NAPIER ADVISORS LLC History No change 202 1 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 172 1 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 195 1 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 155 1 0.0% 0.0% 330 0 0.0% Q3 2026 Nov 05, 2026
SHP Wealth Management History No change 200 1 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 178 1 0.0% 0.0% 332 0 0.0% Q3 2026 Nov 04, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.04% — -207,206 -100.0% Q3 2026 Oct 16, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 — 0.0% — -20,594 -100.0% Q3 2026 Nov 02, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 — 0.0% — -11,265 -100.0% Q3 2026 Nov 02, 2026
Accurate Wealth Management, LLC History Closed out 0 0 — 0.01% — -10,690 -100.0% Q3 2026 Oct 20, 2026
Inspire Investing, LLC History Closed out 0 0 — 0.0% — -5,078 -100.0% Q3 2026 Oct 22, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -1,250 -100.0% Q3 2026 Oct 07, 2026
IFP Advisors, Inc History Reduced 66 0 — 0.0% — -1,099 -94.33% Q3 2026 Oct 16, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -576 -100.0% Q3 2026 Oct 28, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -404 -100.0% Q3 2026 Oct 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -270 -100.0% Q3 2026 Nov 02, 2026
KELLEHER FINANCIAL ADVISORS History Closed out 0 0 — 0.0% — -142 -100.0% Q3 2026 Oct 30, 2026
Physician Wealth Advisors, Inc. History Added to 83 0 — — — +47 130.56% Q3 2026 Oct 20, 2026
Ascentis Wealth Management, LLC History New 45 0 — — — +45 New Q3 2026 Nov 03, 2026
VALLEY NATIONAL ADVISERS INC History New 40 0 — — — +40 New Q3 2026 Oct 23, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -38 -100.0% Q3 2026 Nov 04, 2026
JFS WEALTH ADVISORS, LLC History Reduced 20 0 — — — -27 -57.45% Q3 2026 Nov 03, 2026
Retirement Wealth Solutions LLC History Added to 91 0 — — — +22 31.88% Q3 2026 Oct 07, 2026
FINANCIAL CONSULATE, INC History New 22 0 — — — +22 New Q3 2026 Oct 23, 2026
Caitong International Asset Management Co., Ltd History New 13 0 — — — +13 New Q3 2026 Oct 29, 2026
Davis Capital Management History Closed out 0 0 — — — -11 -100.0% Q3 2026 Oct 08, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2026 Oct 23, 2026
Hughes Financial Services, LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 30, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Added to 81 0 — — — +1 1.25% Q3 2026 Nov 03, 2026
Capital Advisors, Ltd. LLC History No change 36 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 46 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Bancorp, Inc. History No change 89 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Bogart Wealth, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Evolution Advisers, Inc. History No change 45 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Management Group, LLC History No change 103 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Ankerstar Wealth, LLC History No change 67 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
WPG Advisers, LLC History No change 98 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Cornerstone Financial Management LLC History No change 73 0 — — — 0 0.0% Q2 2026 Aug 28, 2026