Goosehead Insurance, Inc. - GSHD

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
BlackRock, Inc. History No change 3,656,280 177,329 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,168,930 105,193 0.33% 0.33% 2 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 2,027,586 98,337 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 12, 2026
WASATCH ADVISORS LP History No change 1,892,453 91,783 0.6% 0.6% 4 0 0.0% Q2 2026 Jul 09, 2026
Durable Capital Partners LP History No change 1,837,151 89,101 0.87% 0.87% 5 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,293,807 62,749 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,002,236 48,608 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 919,003 44,571 0.0% 0.0% 8 0 0.0% Q2 2026 Sep 22, 2026
DF DENT & CO INC History No change 775,412 37,607 0.71% 0.71% 9 0 0.0% Q2 2026 Aug 14, 2026
Langdon Equity Partners History No change 715,000 34,677 19.38% 19.38% 10 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 635,114 30,808 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 12, 2026
T. Rowe Price Investment Management, Inc. History No change 602,345 29,214 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 557,992 27,062 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 507,585 24,617 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
AKRE CAPITAL MANAGEMENT LLC History No change 443,385 21,504 0.42% 0.42% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 438,286 21,256 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 426,003 20,661 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 400,230 19,411 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 330,416 16,025 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
Whitebark Investors LP History No change 269,322 13,062 10.09% 10.09% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 234,868 11,391 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 225,938 10,957 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 221,310 10,733 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 202,671 9,829 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 173,941 8,436 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 161,474 7,831 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 03, 2026
VANGUARD FIDUCIARY TRUST CO History No change 157,961 7,661 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 142,749 6,923 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 03, 2026
Bank of New York Mellon Corp History No change 134,954 6,545 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
SEI INVESTMENTS CO History No change 119,264 5,784 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 117,736 5,710 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
RIVERBRIDGE PARTNERS LLC History No change 115,819 5,617 0.16% 0.16% 32 0 0.0% Q2 2026 Jul 13, 2026
UBS Group AG History No change 96,467 4,678 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 87,985 4,267 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 81,303 3,943 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 79,810 3,870 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 77,633 3,765 1.97% 1.97% 37 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 77,577 3,762 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 77,397 3,753 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 72,310 3,507 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 72,271 3,505 0.0% 0.0% 41 0 0.0% Q2 2026 Sep 23, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 66,244 3,212 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 64,277 3,117 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 63,266 3,068 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History No change 60,437 2,931 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 59,632 2,893 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 59,367 2,879 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 57,037 2,766 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 56,935 2,761 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 27, 2026
RHUMBLINE ADVISERS History No change 56,381 2,734 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 53,696 2,516 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 50,728 2,460 0.0% 0.0% 52 0 0.0% Q2 2026 Sep 02, 2026
Apollon Wealth Management, LLC History No change 49,056 2,379 0.03% 0.03% 53 0 0.0% Q2 2026 Jul 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 48,606 2,357 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 46,784 2,293 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 46,092 2,235 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 46,081 2,234 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 45,100 2,187 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 42,040 2,038 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 40,007 1,940 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 38,761 1,879 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 38,750 1,879 0.65% 0.65% 62 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 37,889 1,838 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History No change 37,329 1,810 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 33,624 1,630 0.05% 0.05% 65 0 0.0% Q2 2026 Aug 07, 2026
Motley Fool Asset Management LLC History No change 33,196 1,610 0.06% 0.06% 66 0 0.0% Q2 2026 Aug 06, 2026
WESBANCO BANK INC History No change 32,000 1,552 0.04% 0.04% 67 0 0.0% Q2 2026 Jul 28, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 31,359 1,520 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 30,850 1,496 0.08% 0.08% 69 0 0.0% Q2 2026 Aug 03, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 29,598 1,435 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 32,673 1,393 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 27,678 1,342 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 27,086 1,313 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 03, 2026
Daiwa Securities Group Inc. History No change 27,026 1,310 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 31, 2026
Jump Financial, LLC History No change 26,621 1,291 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 26,389 1,279 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 07, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 25,200 1,222 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 25,151 1,219 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 24, 2026
PRUDENTIAL FINANCIAL INC History No change 24,580 1,192 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
PFS Partners, LLC History No change 24,536 1,189 0.48% 0.48% 80 0 0.0% Q2 2026 Jul 20, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 24,383 1,182 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 24,384 1,182 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 24,230 1,175 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 23,523 1,140 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 26,009 1,109 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 20,349 986 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 20,054 972 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 19,894 964 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
B. Metzler seel. Sohn & Co. AG History No change 18,742 908 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 18,306 887 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 16,222 786 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 15,353 744 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 14,779 716 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 14,229 690 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History No change 13,460 652 0.03% 0.03% 95 0 0.0% Q2 2026 Jul 29, 2026
Man Group plc History No change 12,962 628 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 12,877 624 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,400 601 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 12,009 582 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 12,000 582 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 11,514 558 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 10,853 526 0.0% 0.0% 102 0 0.0% Q2 2026 Sep 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,783 522 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 10,527 511 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 23, 2026
AdvisorShares Investments LLC History No change 10,500 509 0.06% 0.06% 105 0 0.0% Q2 2026 Aug 11, 2026
Louisiana State Employees Retirement System History No change 10,400 504 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 21, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 10,000 485 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 9,944 482 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 9,714 471 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 9,590 465 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 8,983 435 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 8,935 433 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 28, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 8,580 416 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,282 401 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 29, 2026
FJ Capital Management LLC History No change 7,925 384 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 7,675 372 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 11, 2026
Aquatic Capital Management LLC History No change 7,644 370 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 7,541 365 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Gotham Asset Management, LLC History No change 7,464 362 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 7,027 341 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 05, 2026
FIFTH THIRD BANCORP History No change 6,747 327 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 05, 2026
OP Asset Management Ltd History No change 6,690 324 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 28, 2026
Vanguard Investments Australia, Ltd. History No change 6,667 323 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Handelsbanken Fonder AB History No change 6,500 315 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 10, 2026
AMALGAMATED BANK History No change 6,352 308 0.0% 0.0% 125 0 0.0% Q2 2026 Jul 23, 2026
Squarepoint Ops LLC History No change 6,362 308 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 6,343 307 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 16, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,342 307 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,287 304 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History No change 6,204 300 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 6,121 296 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 6,067 294 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 5,990 290 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 03, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,727 277 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
Keeler Thomas Management LLC History No change 5,725 277 0.1% 0.1% 135 0 0.0% Q2 2026 Jul 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 5,613 272 0.0% 0.0% 136 0 0.0% Q2 2026 Jul 17, 2026
LPL Financial LLC History No change 5,564 269 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 5,472 265 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 5,429 263 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History No change 5,300 257 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 5,272 255 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 19, 2026
BLAIR WILLIAM & CO/IL History No change 4,911 238 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 4,824 233 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 04, 2026
GSA CAPITAL PARTNERS LLP History No change 4,807 233 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 4,444 224 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 4,508 218 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 4,431 214 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 10, 2026
Engineers Gate Manager LP History No change 4,260 206 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,959 192 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 3,686 178 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
ProShare Advisors LLC History No change 3,341 162 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 11, 2026
New Age Alpha Advisors, LLC History No change 3,039 147 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,526 123 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 2,469 119 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,260 109 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 2,016 97 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,575 76 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 10, 2026
Tower Research Capital LLC (TRC) History No change 1,551 75 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 11, 2026
MEEDER ASSET MANAGEMENT INC History No change 1,528 74 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,295 62 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 10, 2026
Nykredit A/S History No change 1,032 50 0.0% 0.0% 161 0 0.0% Q2 2026 Sep 08, 2026
Versant Capital Management, Inc History Added to 1,057 47 0.0% 0.0% 162 +285 36.92% Q3 2026 Oct 01, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 904 44 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Planning Services, Inc. History No change 920 44 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 868 42 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 872 42 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 07, 2026
Wilmington Savings Fund Society, FSB History No change 825 40 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 28, 2026
KBC Group NV History No change 799 39 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 799 38 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 573 27 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 588 26 0.0% 0.0% 172 +74 14.4% Q3 2026 Oct 05, 2026
BESSEMER GROUP INC History No change 535 26 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 486 23 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 465 22 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
WOLFF WIESE MAGANA LLC History No change 461 22 0.01% 0.01% 175 0 0.0% Q2 2026 Jul 13, 2026
Sterling Capital Management LLC History No change 436 21 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 28, 2026
Quantbot Technologies LP History No change 373 18 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 12, 2026
Financial Management Professionals, Inc. History No change 381 18 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 09, 2026
Allied Private Wealth LLC History No change 318 18 0.01% 0.01% 179 0 0.0% Q2 2026 Jul 09, 2026
EverSource Wealth Advisors, LLC History No change 351 17 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 24, 2026
BNP Paribas Asset Management Holding S.A. History No change 349 16 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History No change 324 15 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 302 14 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 17, 2026
Covestor Ltd History No change 274 13 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 07, 2026
Aster Capital Management (DIFC) Ltd History No change 288 13 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Asset Dedication, LLC History No change 249 12 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 237 11 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 241 11 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 11, 2026
GW&K Investment Management, LLC History No change 201 10 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
1620 INVESTMENT ADVISORS, INC. History No change 219 10 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 14, 2026
Smartleaf Asset Management LLC History No change 193 9 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History No change 162 8 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 153 7 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 23, 2026
Optiver Holding B.V. History No change 125 6 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 129 6 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 117 5 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 06, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 103 5 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 88 4 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 31, 2026
Owls Nest Partners IA, LLC History No change 100 4 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 78 3 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 70 3 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 70 3 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 22, 2026
Buck Wealth Strategies, LLC History No change 65 3 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 30, 2026
Essential Partners LLC History No change 81 3 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 10, 2026
Advisors Asset Management, Inc. History No change 56 2 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
Capital Advisors, Ltd. LLC History No change 49 2 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 16, 2026
Bogart Wealth, LLC History No change 44 2 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 59 2 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 22, 2026
WEST PACES ADVISORS INC. History No change 50 2 0.0% 0.0% 209 0 0.0% Q2 2026 Jul 17, 2026
Private Wealth Management Group, LLC History No change 46 2 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 27, 2026
Keating Financial Advisory Services, Inc. History No change 49 2 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 11, 2026
Fulcrum Asset Management LLP History No change 30 1 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 18, 2026
Stone House Investment Management, LLC History No change 23 1 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 05, 2026
Avion Wealth History No change 27 1 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 31, 2026
Cassaday & Co Wealth Management LLC History No change 33 1 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Bare Financial Services, Inc History No change 25 1 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 20 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Plante Moran Financial Advisors, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 6 0 — — — 0 0.0% Q2 2026 Sep 04, 2026
Davis Capital Management History No change 1 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Cornerstone Planning Group LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
SJS Investment Consulting Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Evolution Advisers, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Abound Wealth Management History No change 2 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Quarry LP History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Godfrey Financial Associates, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026