GRAIL, Inc. - GRAL

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
FARALLON CAPITAL MANAGEMENT, L.L.C. History No change 4,161,584 284,111 1.31% 1.31% 1 0 0.0% Q2 2026 Aug 14, 2026
BAKER BROS. ADVISORS LP History No change 4,028,614 275,033 1.38% 1.38% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,577,075 244,206 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 2,385,514 162,859 0.0% 0.0% 4 0 0.0% Q2 2026 Sep 22, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 2,180,106 148,835 0.09% 0.09% 5 0 0.0% Q2 2026 Aug 14, 2026
Sessa Capital IM, L.P. History No change 2,037,518 139,101 2.33% 2.33% 6 0 0.0% Q2 2026 Aug 14, 2026
Deep Track Capital, LP History No change 1,834,944 125,271 1.82% 1.82% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,641,117 112,039 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 1,462,163 99,821 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 1,374,000 93,802 0.62% 0.62% 10 0 0.0% Q2 2026 Aug 17, 2026
Arbiter Partners Capital Management LLC History No change 1,034,297 70,611 37.18% 37.18% 11 0 0.0% Q2 2026 Aug 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 991,380 67,690 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 887,095 60,561 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 748,015 51,066 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 723,437 49,389 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 679,587 46,395 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 11, 2026
Casdin Capital, LLC History No change 480,000 32,769 1.64% 1.64% 17 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 477,982 32,631 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 372,588 25,436 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 371,253 25,345 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 03, 2026
KINGDON CAPITAL MANAGEMENT, L.L.C. History No change 340,000 23,211 2.38% 2.38% 21 0 0.0% Q2 2026 Aug 14, 2026
Granahan Investment Management, LLC History No change 321,176 21,926 0.78% 0.78% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 300,628 20,523 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 292,829 19,991 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 281,500 19,218 0.0% 0.0% 25 0 0.0% Q2 2026 Sep 02, 2026
UBS Group AG History No change 261,096 17,825 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
T. Rowe Price Investment Management, Inc. History No change 250,380 17,094 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 229,503 15,668 0.02% 0.02% 28 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD FIDUCIARY TRUST CO History No change 224,950 15,357 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
Slow Capital, Inc. History No change 217,262 14,832 1.73% 1.73% 30 0 0.0% Q2 2026 Jul 22, 2026
AQR CAPITAL MANAGEMENT LLC History No change 211,341 14,159 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 194,227 13,259 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
TCW GROUP INC History No change 191,913 13,101 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 165,953 11,329 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
D. E. Shaw & Co., Inc. History No change 164,502 11,230 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
Douglas Lane & Associates, LLC History No change 162,340 11,082 0.15% 0.15% 36 0 0.0% Q2 2026 Jul 14, 2026
Bank of New York Mellon Corp History No change 154,127 10,522 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 151,887 10,369 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Newtyn Management, LLC History No change 150,000 10,240 1.28% 1.28% 39 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 142,526 9,730 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
180 WEALTH ADVISORS, LLC History No change 127,774 8,723 0.87% 0.87% 41 0 0.0% Q2 2026 Jul 07, 2026
FMR LLC History No change 126,726 8,651 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Voleon Capital Management LP History No change 121,062 8,264 0.15% 0.15% 43 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 114,806 7,972 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 113,374 7,740 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 32,038 7,459 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
WIM INVESTMENT MANAGEMENT Ltd History No change 106,400 7,263 2.38% 2.38% 47 0 0.0% Q2 2026 Aug 05, 2026
Alyeska Investment Group, L.P. History No change 105,000 7,168 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 100,638 6,870 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 99,227 6,774 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 91,761 6,264 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 85,089 5,809 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 76,200 5,202 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
Reynders McVeigh Capital Management, LLC History No change 71,304 4,868 0.22% 0.22% 54 0 0.0% Q2 2026 Sep 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 71,088 4,853 0.08% 0.08% 55 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 70,226 4,794 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 69,989 4,778 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 69,300 4,731 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 66,713 4,554 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 66,077 4,511 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 59,787 4,082 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 57,779 3,944 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 57,521 3,928 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 55,822 3,810 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 55,818 3,810 0.0% 0.0% 65 0 0.0% Q2 2026 Sep 02, 2026
RHUMBLINE ADVISERS History No change 55,269 3,773 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 53,223 3,633 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
Centiva Capital, LP History No change 50,825 3,469 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History No change 50,039 3,421 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 30, 2026
Verition Fund Management LLC History No change 48,849 3,334 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 47,664 3,254 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
Parkman Healthcare Partners LLC History No change 46,000 3,140 0.32% 0.32% 72 0 0.0% Q2 2026 Aug 14, 2026
Legal Advantage Investments, Inc. History No change 44,625 3,046 1.07% 1.07% 73 0 0.0% Q2 2026 Jul 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 43,446 2,966 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 24, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 42,535 2,903 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 04, 2026
DEUTSCHE BANK AG\ History No change 41,639 2,842 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 40,565 2,769 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 05, 2026
SIMPLEX TRADING, LLC History No change 39,962 2,728 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History No change 39,519 2,697 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
Timelo Investment Management Inc. History No change 39,000 2,662 0.76% 0.76% 80 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 48,226 2,492 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 35,086 2,349 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 33,254 2,270 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 30,719 2,211 0.0% 0.0% 84 0 0.0% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History No change 31,512 2,151 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 30,817 2,103 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 30,283 2,067 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 30,253 2,065 0.02% 0.02% 88 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 30,169 1,988 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 28,403 1,939 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 06, 2026
OSAIC HOLDINGS, INC. History No change 28,078 1,916 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 27,425 1,872 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 26,981 1,841 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 12, 2026
Gem Investment Advisors, LLC History No change 26,781 1,828 1.12% 1.12% 94 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 26,714 1,823 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Legato Capital Management LLC History No change 26,434 1,804 0.15% 0.15% 96 0 0.0% Q2 2026 Aug 06, 2026
PVG ASSET MANAGEMENT CORP History No change 25,887 1,767 1.02% 1.02% 97 0 0.0% Q2 2026 Jul 01, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 25,800 1,761 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 24,628 1,681 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 24,166 1,649 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 23,940 1,634 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 23,615 1,612 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 23,347 1,593 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
CLOUGH CAPITAL PARTNERS L P History No change 22,944 1,566 0.13% 0.13% 104 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 22,299 1,522 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 21,597 1,474 0.0% 0.0% 106 0 0.0% Q2 2026 Sep 09, 2026
LPL Financial LLC History No change 20,408 1,393 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 07, 2026
PROFUND ADVISORS LLC History No change 20,078 1,370 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 11, 2026
Perigon Wealth Management, LLC History No change 19,753 1,348 0.02% 0.02% 109 0 0.0% Q2 2026 Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 18,622 1,271 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 17,150 1,170 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 25, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 16,742 1,136 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 16,400 1,120 0.0% 0.0% 113 0 0.0% Q2 2026 Jul 10, 2026
Bouvel Investment Partners, LLC History No change 16,215 1,106 0.25% 0.25% 114 0 0.0% Q2 2026 Jul 17, 2026
Jupiter Topco LLC History No change 16,000 1,091 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 15,790 1,077 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 15,449 1,054 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 11, 2026
STRS OHIO History No change 15,300 1,044 0.0% 0.0% 118 0 0.0% Q2 2026 Jul 30, 2026
PRUDENTIAL FINANCIAL INC History No change 14,740 1,006 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 14,596 996 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 14,512 990 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Trifecta Capital Advisors, LLC History No change 14,280 974 0.13% 0.13% 122 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 14,177 967 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 13,943 951 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 13,802 942 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 13,775 940 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 13,734 937 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 10, 2026
Gladstone Institutional Advisory LLC History No change 13,376 913 0.03% 0.03% 128 0 0.0% Q2 2026 Jul 27, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 13,300 907 0.08% 0.08% 129 0 0.0% Q2 2026 Jul 07, 2026
IEQ CAPITAL, LLC History No change 12,974 885 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 12,522 854 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 29, 2026
State of New Jersey Common Pension Fund D History No change 12,269 837 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 04, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,185 831 0.01% 0.01% 133 0 0.0% Q2 2026 Jul 23, 2026
Wellington Shields & Co., LLC History No change 10,904 744 0.17% 0.17% 134 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 10,635 726 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 03, 2026
Arizona State Retirement System History No change 10,470 714 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
GSA CAPITAL PARTNERS LLP History No change 10,406 710 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 06, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,382 708 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 10,066 685 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 9,946 679 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 9,334 637 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
China Universal Asset Management Co., Ltd. History No change 9,330 636 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 24, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 9,286 633 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 9,200 628 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 9,158 625 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 9,006 614 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 8,781 599 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 8,696 594 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History No change 8,600 587 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 8,546 583 0.06% 0.06% 150 0 0.0% Q2 2026 Jul 13, 2026
SEI INVESTMENTS CO History No change 8,516 581 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 8,443 576 0.0% 0.0% 152 0 0.0% Q2 2026 Sep 23, 2026
Advisory Advocates, LLC History No change 8,415 574 0.49% 0.49% 153 0 0.0% Q2 2026 Aug 10, 2026
Westmount Partners, LLC History No change 8,312 567 0.12% 0.12% 154 0 0.0% Q2 2026 Jul 07, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 7,888 538 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 12, 2026
Marble Bar Asset Management LLP History No change 7,895 538 0.37% 0.37% 156 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 7,659 522 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
BAMCO INC /NY/ History No change 7,449 508 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM JOHN SEMPOLINSKI History No change 7,150 488 0.2% 0.2% 159 0 0.0% Q2 2026 Aug 14, 2026
Crown Wealth Group, LLC History No change 7,016 478 0.12% 0.12% 160 0 0.0% Q2 2026 Jul 21, 2026
FourThought Financial Partners, LLC History No change 7,005 478 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 6,860 468 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History No change 6,817 465 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 6,554 446 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 04, 2026
NWF Advisory Services Inc. History No change 6,479 442 0.04% 0.04% 165 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL WACE, LLP History No change 6,202 423 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
DUTCH ASSET Corp History No change 6,135 418 0.21% 0.21% 167 0 0.0% Q2 2026 Aug 10, 2026
Walleye Capital LLC History No change 5,919 404 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 03, 2026
Yorktown Management & Research Co Inc History No change 5,750 392 0.24% 0.24% 169 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 5,710 389 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 5,699 389 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,644 385 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 5,622 383 0.06% 0.06% 173 0 0.0% Q2 2026 Aug 04, 2026
E Fund Management Co., Ltd. History No change 5,573 380 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
Brevan Howard Capital Management LP History No change 5,396 368 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
FORA Capital, LLC History No change 5,406 368 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 13, 2026
Entropy Technologies, LP History No change 5,305 362 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 13, 2026
Chicago Capital, LLC History No change 5,301 361 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 27, 2026
Green Alpha Advisors, LLC History No change 5,194 354 0.24% 0.24% 179 0 0.0% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History No change 5,182 353 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 5,122 349 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 19, 2026
HRT FINANCIAL LP History No change 5,100 348 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 5,108 348 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 27, 2026
Cresset Asset Management, LLC History No change 5,065 345 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 5,043 344 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 28, 2026
EDGEWOOD MANAGEMENT LLC History No change 5,000 341 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
Carson Advisory Inc. History No change 4,900 334 0.15% 0.15% 187 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,812 328 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 07, 2026
Caprock Group, LLC History No change 4,666 318 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 4,581 312 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 4,550 310 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 4,425 302 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 4,395 300 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 06, 2026
Robertson Stephens Wealth Management, LLC History No change 4,320 294 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 29, 2026
Biondo Investment Advisors, LLC History No change 4,162 284 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 13, 2026
XPONANCE LLC History No change 4,059 277 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 10, 2026
State of Wyoming History No change 3,982 271 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,952 269 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 3,926 268 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 11, 2026
Mutual Advisors, LLC History No change 3,930 268 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,924 267 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History No change 3,900 266 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 3,897 266 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 3,840 262 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 3,750 256 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 13, 2026
Morton Capital Management LLC/CA History No change 3,653 249 0.03% 0.03% 206 0 0.0% Q2 2026 Jul 23, 2026
Allspring Global Investments Holdings, LLC History No change 3,623 246 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 3,587 245 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 27, 2026
Cannell & Spears LLC History No change 3,413 233 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
Prosperity Consulting Group, LLC History No change 3,381 230 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 13, 2026
Weaver Consulting Group History No change 3,346 228 0.05% 0.05% 211 0 0.0% Q2 2026 Jul 29, 2026
Walleye Trading LLC History No change 3,213 219 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 03, 2026
Atria Investments, Inc History No change 3,165 216 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 28, 2026
HB Wealth Management, LLC History No change 3,175 216 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 29, 2026
WELCH & FORBES LLC History No change 3,108 212 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 30, 2026
Dynamic Technology Lab Private Ltd History No change 3,070 210 0.05% 0.05% 216 0 0.0% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 3,051 208 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 30, 2026
Alamea Verwaltungs GmbH History No change 3,023 206 0.16% 0.16% 218 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,025 206 0.02% 0.02% 219 0 0.0% Q2 2026 Jul 09, 2026
Resurgent Financial Advisors LLC History No change 3,000 204 0.06% 0.06% 220 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 2,976 203 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,817 192 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 2,673 182 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 05, 2026
Strive Financial Group ,LLC History No change 2,375 162 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 14, 2026
Ensign Peak Advisors, Inc History No change 2,327 158 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Management LLC (WY) History No change 2,300 157 0.13% 0.13% 226 0 0.0% Q2 2026 Aug 06, 2026
Arax Advisory Partners History No change 2,097 143 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 10, 2026
Mirae Asset Global Investments Co., Ltd. History No change 1,919 131 0.0% 0.0% 228 0 0.0% Q2 2026 Jul 22, 2026
Wellington Shields Capital Management, LLC History No change 1,836 125 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 1,669 113 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 1,456 99 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 23, 2026
Nykredit A/S History No change 1,412 96 0.0% 0.0% 232 0 0.0% Q2 2026 Sep 08, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,399 95 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 17, 2026
Roble, Belko & Company, Inc History No change 1,329 91 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 24, 2026
Steward Partners Investment Advisory, LLC History No change 1,229 83 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
KBC Group NV History No change 1,182 81 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 1,186 80 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 11, 2026
SITTNER & NELSON, LLC History No change 1,092 74 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History No change 977 66 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 07, 2026
Sterling Capital Management LLC History No change 833 56 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 28, 2026
GF FUND MANAGEMENT CO. LTD. History No change 828 56 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 07, 2026
Pacer Advisors, Inc. History No change 660 45 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 633 43 0.0% 0.0% 243 0 0.0% Q2 2026 Jul 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 592 40 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 598 40 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 585 39 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 528 36 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 518 35 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 513 35 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 502 34 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 507 34 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 04, 2026
Intesa Sanpaolo S.p.A. History No change 505 34 0.0% 0.0% 252 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisory, LLC History No change 500 34 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
Essential Partners LLC History No change 483 32 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 379 25 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 23, 2026
Kemnay Advisory Services Inc. History No change 353 24 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 350 23 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 12, 2026
N.E.W. Advisory Services LLC History No change 304 20 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
Siemens Fonds Invest GmbH History No change 272 18 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 268 18 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 254 17 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 262 17 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 24, 2026
Evelyn Partners Group Ltd History No change 247 16 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 07, 2026
Larson Financial Group LLC History No change 206 14 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 217 14 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History No change 184 12 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 22, 2026
True Wealth Design, LLC History No change 177 12 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 16, 2026
Federation des caisses Desjardins du Quebec History No change 179 12 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 166 11 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 135 9 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 143 9 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 121 8 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 125 8 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 120 8 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 21, 2026
Ascentis Wealth Management, LLC History No change 123 8 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 30, 2026
Wilmington Savings Fund Society, FSB History No change 111 7 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 111 7 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 15, 2026
Covestor Ltd History No change 102 7 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 94 6 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 30, 2026
Fortitude Family Office, LLC History No change 99 6 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 20, 2026
Vanguard National Trust Co History No change 93 6 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
Financial Perspectives, Inc History No change 90 6 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 88 6 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 12, 2026
BIRCHBROOK, INC. History No change 100 6 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 08, 2026
EFG International AG History No change 100 6 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
Ankerstar Wealth, LLC History No change 84 5 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 79 5 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 62 4 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Wealth Planning Services, Inc. History No change 65 4 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 07, 2026
Tradewinds Capital Management, LLC History No change 50 3 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 45 3 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Trust, LLC History No change 53 3 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 06, 2026
Archer Investment Corp History No change 55 3 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 03, 2026
Hughes Financial Services, LLC History No change 55 3 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 20, 2026
Merrithew & Thorsten Inc History No change 48 3 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 31, 2026
Basecamp Wealth Advisors LLC History No change 47 3 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 19 2 0.0% — 304 +6 46.15% Q3 2026 Oct 01, 2026
SouthState Bank Corp History No change 32 2 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 32 2 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 32 2 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 27, 2026
North Star Investment Management Corp. History No change 33 2 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 28, 2026
Parkside Financial Bank & Trust History No change 42 2 0.0% 0.0% 301 0 0.0% Q2 2026 Sep 04, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 32 2 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 07, 2026
Capital Advisors, Ltd. LLC History No change 34 2 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 16, 2026
Physician Wealth Advisors, Inc. History No change 43 2 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 20, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 37 2 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 32 2 0.0% 0.0% 307 0 0.0% Q2 2026 Jul 15, 2026
Murphy & Mullick Capital Management Corp History No change 40 2 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 30 2 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 07, 2026
Torren Management, LLC History No change 32 2 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 10, 2026
Medallion Wealth Advisors, LLC History No change 32 2 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Planning Strategies Inc. History No change 16 2 0.0% 0.0% 312 0 0.0% Q3 2026 Oct 02, 2026
HARBOUR INVESTMENTS, INC. History No change 22 1 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 12, 2026
Smithfield Trust Co History No change 14 1 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 05, 2026
BESSEMER GROUP INC History No change 14 1 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 18 1 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 12, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 16 1 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 28 1 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 30, 2026
Lavaca Capital LLC History No change 16 1 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 16 1 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 24, 2026
Quent Capital, LLC History No change 29 1 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 15 1 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 21 1 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 27, 2026
PFS Partners, LLC History No change 16 1 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 20, 2026
Bare Financial Services, Inc History No change 23 1 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 17 1 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 14, 2026
Raiffeisen Bank International AG History No change 20 1 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 03, 2026
Wealth Enhancement Trust Services, Inc. History No change 17 1 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 22, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2 0 — — — 0 0.0% Q2 2026 Sep 02, 2026
HUNTINGTON NATIONAL BANK History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 14 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
LOOMIS SAYLES & CO L P History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
SALEM INVESTMENT COUNSELORS INC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Leonteq Securities AG History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
MCF Advisors LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Moisand Fitzgerald Tamayo, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Inspire Investing, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
NVWM, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Costello Asset Management, INC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Prestige Wealth Management Group LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Osbon Capital Management LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Key FInancial Inc History No change 2 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
CVA Family Office, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
TFC Financial Management, Inc. History No change 14 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
WOLFF WIESE MAGANA LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Private Wealth Asset Management, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Activest Wealth Management History No change 1 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
SJS Investment Consulting Inc. History No change 9 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Smallwood Wealth Investment Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Signature Resources Capital Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Coston, McIsaac & Partners History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Lodestone Wealth Management LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Quarry LP History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Tidemark, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Wiser Advisor Group LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Midwest Capital Advisors, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Fairscale Capital, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Granite FO LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Rialto Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Navigoe, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Holos Integrated Wealth LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Ares Financial Consulting, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
ENTRUST FINANCIAL LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PlanVest Financial, Inc History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026